© 2010 by Actuate Corporation Actuate BIRT Report Designer Professional Kuali COEUS User Group March 27, 2011 Austin, Texas Kuali COEUS User Group March

© 2010 by Actuate Corporation

Actuate BIRTReport Designer Professional

Actuate BIRTReport Designer Professional

Kuali COEUS User GroupMarch 27, 2011Austin, Texas

Kuali COEUS User GroupMarch 27, 2011Austin, Texas

Phil [email protected]

Phil [email protected]


Agenda>How many of you have ever heard of BIRT>BIRT History

> IBM starts Eclipse Foundation to develop an Open Source IDE

> In 2004, Actuate starts the BIRT Project (10M downloads as of September 2010)

> Actuate develops commercial extensions to Open Source BIRT – Current release Actuate V11

> iServer (scalable, secure, Enterprise-class Java Server)> Interactive Viewer (End user customizations to reports)> Additional Databases/Data Sources> Additional Objects (Flash Objects/Charts/Gadgets)> Page Level Security, Dashboards, In-memory Analytics

>Product Overview and Demonstration


Why Customers Choose Actuate BIRT

> One easy to use development tool> Multi-source data handling> One fantastic user experience> One dependable, reliable, scalable server> BIRT Mobile> BIRT On demand

BI & Information Applications that combine data in compelling and useful ways and encourage large numbers of users to change and share the resulting

content to fit their evolving needs without overwhelming IT.

ONEBIRT

Design

ONEiServer

ONEUser

Experience

Data Sources

Documents


DIY

Eclipse Engine

& Viewer

BIRT onDeman

d SaaS

Public Cloud

Platform as a

Service

Embedded in Java Apps

Components for OEM or iServer integrated within app/portal

On premisesScalable, HA cluster, center of

excellence or virtual private/hybrid cloud

Actuate Viewer Flash & live Excel output

BIRT Mobile

BIRT 360 Dashboar

ds

Interactive

Viewer

BIRT Studio ad-hoc

Data Analyzer

BIRT Design

Eclipse BIRT

Designer

Eclipse data

connectors

Actuate BIRT Designer

Commercial data connectors

BIRT & e.Report docs, Xenos, SFDC, DataDirect

Information Objects

metadata

BIRT Data Objects

Intelligent in-memory caching

Choose BIRT By Design


Eclipse BIRT & Actuate BIRT Designers

Easy to use• WYSIWYG Web design metaphor• Multi-source & multi-dataset joins• JDBC, POJO, Web Services data connectors• Basic formats—PDF, Word, PPT, Excel, XML, HTML

Powerful development tool• Design & component reuse• Programmability• Integration API’s, ODAs & Emitters • Embed BIRT Engine in java application

Easy to use• WYSIWYG Web design metaphor• Multi-source & multi-dataset joins• JDBC, POJO, Web Services data connectors• Basic formats—PDF, Word, PPT, Excel, XML, HTML

Powerful development tool• Design & component reuse• Programmability• Integration API’s, ODAs & Emitters • Embed BIRT Engine in java application

Eclipse Open Source foundation

BIRT-Exchange Community• 10M Downloads• Forums, training, how-to’s, etc.• Marketplace

BIRT-Exchange Community• 10M Downloads• Forums, training, how-to’s, etc.• Marketplace

Commercial Data Management Upgrades• DataDirect JDBC & Oracle, DB2, SQL Server drivers• BIRT Data Objects (in-memory OLAP)• Information Object Designer perspective• BIRT, e.Report & Xenos document ODAs

Commercial Data Management Upgrades• DataDirect JDBC & Oracle, DB2, SQL Server drivers• BIRT Data Objects (in-memory OLAP)• Information Object Designer perspective• BIRT, e.Report & Xenos document ODAs

Commercial Design Features• 266 Flash Objects• Faster Actuate Viewer• Live Excel, Emitters• IV & Data Analyzer• Page Level Security

Commercial Design Features• 266 Flash Objects• Faster Actuate Viewer• Live Excel, Emitters• IV & Data Analyzer• Page Level Security

Actuate BIRT Commercial Upgrades

Deployment• iServer • Info Console• 360 Dashboards• BIRT Studio• onDemand • BIRT Mobile

Deployment• iServer • Info Console• 360 Dashboards• BIRT Studio• onDemand • BIRT Mobile


Install the Training CD

>Page 3 in your Workbooks>Sign up for Birt On

Demand account (Refer to Handout)


BIRT onDemand is a SaaS BI solution for Business Intelligence and Reporting in the Cloud

With BIRT onDemand, you can:

>Eliminate server management costs and reduce IT involvement by providing an ideal hosted platform for all BIRT applications

>Publish BIRT-based information applications securely to users outside the firewall

>Enhance existing BIRT applications by adding instant interactivity and analysis capabilities

>Present data visually with user configurable dashboards>Deliver BIRT content to iPhone®, iPad™ and Blackberry® devices with built-in mobile delivery features

Visit www.BIRTonDemand.com for more information.


Sign Up ProcessIt takes less than 2 minutes to create your own account

Step 1: Go to www.birt-exchange.com/be/info/BoD-KualiCoeus/

Step 2: Fill out the registration form

Step 3: Enter an account name,username, password and

registration code: kualicoeus11

Click Submit

Done. You are ready to go!


Introduction to BIRT


Course objectives

You learn to>Build and customize reports>Design charts>Use interactive Flash gadgets


Course agenda >Course structure>Product overview>Setup instructions>Creating a listing report>Formatting a report>Using parameters>Using charts>Using hyperlinks>Using Flash gadgets


Course structure

>Concepts>Demos>Exercises


Supporting information

BIRT: A Field Guild to Reporting

YouTube: Search for BIRT Videos

www.birt-exchange.com


Actuate BIRT Designeroverview


About the report design environment

>Actuate BIRT Designer Professional is a designer tool for report developers

> Installation includes the full Eclipse workbench>Views and editors control what appears in

menus and tool-bars >Each view is a tool provided in a window you

can maximize, minimize, move, resize, or close>You can customize report designs using Java

code


The report editor


Report design views

>Report Editor> Layout editor> Master page editor> Script editor> XML source editor> Previewer

>Palette>Data Explorer>Resource Explorer>Property Editor>Navigator>Outline


Accessing data>A report can access data from the following

types of data sources> Relational database through a JDBC driver> Flat file — text or CSV> XML document> Web services> Other data sources, such as Java objects, through a

custom driver

>Use Data Explorer to> Create a data source element to connect a report to a

data source> Create a data set element that identifies the data to

extract from the data source


Laying out the report

>Drag report elements from the palette and drop them on the page in the layout editor

>Drag data set fields from Data Explorer>Drag customized report elements from

Resource Explorer


Report layout elements

>Label>Text>Dynamic text>Data>Grid>List>Table

>Image>Chart>Cross tab>Flash chart>Flash gadget>Flash object>HTML button


Previewing and viewing the report

>Use the Preview window to test the report format>View a complete report in the following formats

> Adobe PDF> HTML and XHTML> Microsoft Excel, XLS> Microsoft PowerPoint, both PPT and PPTX> Microsoft Word, both DOC and DOCX> Postscript

>You can also view a report in the interactive report viewer


Set up: Import report files

> Extract the report files and resources from the CD

> Import files and resources into a workspace


Exercise: Creating a listing report

You learn to >Create a new report>Build a data source>Build a data set>Lay out the report to display data>Preview the report in different formats>Edit and format column headings>Review the data bindings


Formatting a report


Formatting optionsTo make a report visually appealing and effective>Change the color, font, size, and other visual

properties of report elements>Customize the display of dates, numbers, and

currency values>Use styles to apply these formats to report

elements


Formatting tools and techniques

>Formatting options are available through the following views> Property Editor> Properties

>To format report content, select a report element, then set property values using the property editor

>Many of the formatting properties are the same as CSS properties


Exercise: Formatting a report

You learn to > Resize columns> Create a report header that includes text and an

image> Import and use predefined styles> Create a new style> Replace the display values of a data set field> Format text data> Adjust the space between report elements> Alternate row colors in a table


Using parameters


About report parameters

>User-entered values that determine the data to display in the report, for example> Sales in a particular region> Sales over a certain amount> Sales for a particular quarter

>Report parameters support> Designing a report once, and running it many

times to display different data> Managing large reports


Running a report having report parameters

Parameters prompts the user for input


Using a parameter to specify the data to retrieve

>Create a report parameter> Insert a parameter marker in the query, for

exampleSelect …Where Products.ProductLine = ?

>Create a data set parameter to supply a value for the parameter marker

>Bind the data set parameter to the report parameter, so that the data set parameter gets the user-specified value from the report parameter and passes it to the query


Exercise: Using a parameter to specify the data in a report

You learn to> Write a query to return order information for all

products> Lay out the data> Create a report parameter> Edit the query to use a parameter to filter rows> Bind a data set parameter to a report parameter> Create a title that displays a parameter value> Run the report using different parameter values


Using charts


About charts

>A chart is a graphical representation of summary data or the relationships among sets of data

>A chart displays data as category series and value series


Common types of charts

BarArea Line Pie

Scatter Meter Stock


Parts of a chart

Sales by Region

Chart title

Chips

Boards40,000

30,000

20,000

10,000

0

Regions

North South East West

Sa

les

$

Value or y axis

y-axis (value) title

Legend

Series labels

Category or x axis

x-axis labelsx-axis (category) title

y-axis labels


Using the chart editor

Create a chart by performing the following three major steps

>Select the chart type>Select the data>Format the chart


Exercise: Using charts

You learn to>Connect to a MySQL database>Create a vertical bar chart>Create a horizontal bar chart>Create a pie chart


Using hyperlinks


About hyperlinks

>Use hyperlinks to provide the report user with access to additional information

>Hyperlinks can link > Two sections in a report> A section in a report to a section of a different

report> A report to a web page or other external

document


Creating a hyperlink

>To create a hyperlink, select the following elements> A source element, which is a data, label, or image

element> A target element, which is any report element,

another report, or a web page


Linking two sections in a report

To link two sections in a report>Select the target element and create a

bookmarkThe bookmark expression must be enclosed in quotation marks (“ “)

>Select the source element and create an internal hyperlink to specify the bookmark


Linking to another report

To link to a section in another report>Select the target element in the target report

and create a bookmark>Select the source element and create a

drill-through hyperlink to specify the target report and the bookmark

>Optionally, pass a report parameter value to the target report to display specific data

>Specify where to open the target report


Linking to a web page

To link to a web page>Select the source element and create a URI

hyperlink to specify the target locationThe URI must be enclosed in quotation marks (“ “)

>Specify where to open the target page


Exercise: Creating hyperlinks

You learn to create hyperlinks that>Link to a web page>Link to another report


Using Flash gadgets


About using Flash in reports

>Actuate BIRT Release 11 supports> Flash charts> Flash gadgets > Flash object library—Visualizations, charts, maps

>Displaying Flash elements in reports requires Adobe Flash Playerhttp://www.adobe.com/products/flashplayer/


Examples of Flash in reports

no


Examples of Flash gadgets

>no


Adding Flash to a report

>Create a Flash object for a specific report >Add a Flash object from the Flash Object

Library>Use a third-party Flash object


Exercise: Using a Flash gadget

You learn to>Create a meter gadget>Format a meter gadget