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Master and Doctoral Program in Intelligent and Adaptable Software Systems Site
2 New Control tools applied to Business
1 Summary ......................................................................................................... 32 Introduction ..................................................................................................... 43 State of art ..................................................................................................... 174 Investigation .................................................................................................. 19
4.1 Identification, study and characterization of tools ................................ 194.2 BSPG .................................................................................................... 224.3 BEE PROJECT ..................................................................................... 284.4 REPORT JET ........................................................................................ 494.5 ECLIPSE BIRT..................................................................................... 624.6 SPAGO BI ............................................................................................ 704.7 OPENI................................................................................................... 844.8 JASPER SOFT BI SUITE .................................................................... 924.9 PENTAHO .......................................................................................... 1144.10 Comparative analysis .......................................................................... 127
5 Conclusions and future works ..................................................................... 1386 Bibliographies.............................................................................................. 140
New control tools applied to Business 3
New Control tools applied to Business
1 Summary
The project can be summarized with the phrase "Implementation of open source tools
in order to get scorecards and strategic reporting."
The main objective of this project is to study, assessment and skills analysis of
different open source tools with a view to its use in Galician SMEs to generate
Scorecard and other models of reporting.
The aim is to obtain a document analysis of different open source tools focused on
management, which may be of assistance to SMEs as a facilitator for the selection of
an open source tool that best suits the characteristics and needs of companies. This
means that best suits the databases with which the company has and that meets the
desired functionality.
You want to detail the study of the following open source tools: BSPG, Pentaho,
Jaspersoft, Beeproject, SpagoBI, OpenI, EclipseBIRT and Reportjet, tools departure,
which will select for a practical demo.
4 New Control tools applied to Business
2 Introduction
In the initial part of this work, it was decided to classify the business intelligence
software for subsequent application to obtain a clear and more profitable as possible
for the company. Therefore, we first will consider the Planning Systems which are
based on these tools, see who benefits and how they interact.
We study the business perspective as a system [19], ie as a set of items ordered by the
leadership role as an organizational structure to achieve its objectives efficiently.
For system can be understood "A set of things neatly interrelated contribute to a
certain goal" [20].
Elements:
System components
Relations between them
Structure of the system
Objective of the system
System enviroment
System boundaries
Systems approach:
An information system
on a collection of data structured according to the needs of the company, collect,
process and distribute the information (or part thereof) necessa
the company and management activities and surveillance (decisions) to carry out their
activities according to their business strategy "[21].
Put another way, an information
and management of
generated to fill a need (target).
New control tools applied to Business
information system may be understood as "A formal set of processes, operating
on a collection of data structured according to the needs of the company, collect,
process and distribute the information (or part thereof) necessary for the operations of
and management activities and surveillance (decisions) to carry out their
activities according to their business strategy "[21].
Put another way, an information system (IS) is a set of elements oriented treatment
nagement of data and information organized and ready for later use,
generated to fill a need (target). These elements form part of any of these categories:
New control tools applied to Business 5
may be understood as "A formal set of processes, operating
on a collection of data structured according to the needs of the company, collect,
ry for the operations of
and management activities and surveillance (decisions) to carry out their
(IS) is a set of elements oriented treatment
organized and ready for later use,
These elements form part of any of these categories:
6 New Control tools applied to Business
Elements of an information system
• People
• Data
• Activities or technical work
• Resource materials
resources, but need not necessarily be of this type).
All these elements interact to process the data (including manual and automated
processes) giving rise to more elaborate and distributing information as w
possible in a particular organization based on its objectives.
Elements of an IS and their relationships
• The procedures and working practices of
• Information
• Individuals or users
• The support team
• External factors
New Control tools applied to Business
Elements of an information system:
Activities or technical work.
Resource materials in general (typically computer and communications
resources, but need not necessarily be of this type).
All these elements interact to process the data (including manual and automated
processes) giving rise to more elaborate and distributing information as w
possible in a particular organization based on its objectives.
Elements of an IS and their relationships
The procedures and working practices of
Individuals or users
The support team
External factors [1]
general (typically computer and communications
All these elements interact to process the data (including manual and automated
processes) giving rise to more elaborate and distributing information as well as
Pyramid structure of the com
[1,2,3,4] An Executive Information System
(Business Intelligence, BI), for management
variables of an area or unit of the company from internal and external information t
it.
Can be considered an
purpose is that the head of a department or company has access instantly, the state of
the business indicators that affect them, with the opportunity to study in detail t
aspects that are not meeting the targets set at the
determine the most appropriate contingency measures.
characteristics of an EIS is that it allows non
reports and browse the company's data, with the aim of discovering information that
is relevant. This is because, among other things, the UI of these applications is usually
very attractive and intuitive. The EIS is usually also include alerts for busine
New control tools applied to Business
Pyramid structure of the company
Executive Information System (EIS) is a tool for Business Intelligence
(Business Intelligence, BI), for management-level users, who can monitor state
variables of an area or unit of the company from internal and external information t
EIS is a type of System Decision Support (DSS) whose main
purpose is that the head of a department or company has access instantly, the state of
the business indicators that affect them, with the opportunity to study in detail t
aspects that are not meeting the targets set at the strategic or operational plan
determine the most appropriate contingency measures. One of the most important
characteristics of an EIS is that it allows non-technical users with profile build ne
reports and browse the company's data, with the aim of discovering information that
This is because, among other things, the UI of these applications is usually
very attractive and intuitive. The EIS is usually also include alerts for busine
New control tools applied to Business 7
) is a tool for Business Intelligence
level users, who can monitor state
variables of an area or unit of the company from internal and external information to
) whose main
purpose is that the head of a department or company has access instantly, the state of
the business indicators that affect them, with the opportunity to study in detail those
strategic or operational plan, and
One of the most important
technical users with profile build new
reports and browse the company's data, with the aim of discovering information that
This is because, among other things, the UI of these applications is usually
very attractive and intuitive. The EIS is usually also include alerts for business,
8 New Control tools applied to Business
comparative historical reporting and trend analysis.
make subscriptions to the most significant report or listing.
An EIS usually requires the implementation of a data warehouse or data mart serving
as the central source of information, unifying, simplifying and integrating the various
operational databases of the company.
structure of the EIS to the theory of Balanced Scorecard Balanced Scorecard or driven
by Kaplan and Norton, or any other model of monitoring indicators that drive the
organization. What is Business Intelligence?
Business Intelligence is the ability to transform data into information and information
into knowledge, so that it can optimize the process of deci
From a pragmatic point of view, and associating directly with information technology,
we can define Business Intelligence as a set of methodologies, and technologies that
enable applications to collect, refine and transform data
and unstructured information (internal and external the company) into structured
information for direct use (reporting, analysis, OLTP / OLAP, alerts, ...) or for
analysis and conversion into knowledge, thus giving support to de
the business.
New Control tools applied to Business
comparative historical reporting and trend analysis. On the other hand, is common to
make subscriptions to the most significant report or listing.
An EIS usually requires the implementation of a data warehouse or data mart serving
of information, unifying, simplifying and integrating the various
operational databases of the company. On the other hand, it is possible to adapt the
structure of the EIS to the theory of Balanced Scorecard Balanced Scorecard or driven
on, or any other model of monitoring indicators that drive the
What is Business Intelligence?
Business Intelligence is the ability to transform data into information and information
into knowledge, so that it can optimize the process of decision making in business
From a pragmatic point of view, and associating directly with information technology,
we can define Business Intelligence as a set of methodologies, and technologies that
enable applications to collect, refine and transform data from transactional systems
and unstructured information (internal and external the company) into structured
information for direct use (reporting, analysis, OLTP / OLAP, alerts, ...) or for
analysis and conversion into knowledge, thus giving support to decision making about
On the other hand, is common to
An EIS usually requires the implementation of a data warehouse or data mart serving
of information, unifying, simplifying and integrating the various
On the other hand, it is possible to adapt the
structure of the EIS to the theory of Balanced Scorecard Balanced Scorecard or driven
on, or any other model of monitoring indicators that drive the
Business Intelligence is the ability to transform data into information and information
sion making in business.
From a pragmatic point of view, and associating directly with information technology,
we can define Business Intelligence as a set of methodologies, and technologies that
from transactional systems
and unstructured information (internal and external the company) into structured
information for direct use (reporting, analysis, OLTP / OLAP, alerts, ...) or for
cision making about
New control tools applied to Business 9
Business intelligence serves as a strategic factor for a company or organization,
creating a competitive advantage, which is nothing to provide inside information to
respond to business problems: entering new markets, sales and promotions of
products, elimination of islands of information, financial control, cost optimization,
production planning, analysis, customer profiling, performance of a particular
product, etc ...
Specifically, it is called Business Intelligence Business Intelligence or the set of
strategies and tools aimed at the management and creation of knowledge through
analysis of existing data in an organization or company.
That is, a set of methodologies, applications and technologies for analyzing data from
transactional systems and other sources of information, and convert them into
structured information, either for direct use (reporting, OLAP analysis ,...), or well for
analysis and conversion into knowledge to aid decision making about the business.
10 New Control tools applied to Business
By ETL tools (Extract, Transform, Load) data is extracted from different sources, are
filtered, transformed and prepared for loading into a data warehouse.
enable the modeling of representations based on queries to create tables, which is
known as reporting. BI tools support the decision makers with the necessary
information at the time and right place, allowing them to make better business
decisions.
The right information at the appropriate time and place increases the effectiveness
of any company.
It may be better understood with an example.
information you can find tickets: the total amount of sales of the day, the number of
New Control tools applied to Business
By ETL tools (Extract, Transform, Load) data is extracted from different sources, are
filtered, transformed and prepared for loading into a data warehouse. Analytics tools
enable the modeling of representations based on queries to create tables, which is
nown as reporting. BI tools support the decision makers with the necessary
information at the time and right place, allowing them to make better business
The right information at the appropriate time and place increases the effectiveness
It may be better understood with an example. Imagine a supermarket chain.
information you can find tickets: the total amount of sales of the day, the number of
By ETL tools (Extract, Transform, Load) data is extracted from different sources, are
Analytics tools
enable the modeling of representations based on queries to create tables, which is
nown as reporting. BI tools support the decision makers with the necessary
information at the time and right place, allowing them to make better business
The right information at the appropriate time and place increases the effectiveness
Imagine a supermarket chain. With the
information you can find tickets: the total amount of sales of the day, the number of
New control tools applied to Business 11
tickets per hour or per day, the number of tickets served by cash, the amount charged
by cash or credit cardboard, sales per item units and total sales.
With this information you can:
• Replace the stock, knowing the amount of sales per item.
• Make Sales forecasts for specific products and returns, and managing deals
and prices.
• See which products were sold and whether they are connected with other
products, for example, if the paste is usually sold with tomato sauce.
• See what is the most widely used means of payment by customers.
Improve customer service
Who needs BI?
Continuing with the example above, you can quickly see that information may be
generated from Business Intelligence is useful for all departments of the organization:
Responsible for purchases, to see which items sell well foresee
more and buying more of these items.
Responsible for sales, which decide the placement two products to
see which products are placed on the heads.
Responsible for negotiating with financial institutions, who know
what the cash flows, credit cards or debit cards.
Responsible for marketing, to see the effectiveness of promotions.
Responsible for staff to properly assign changes in terms of
customer traffic and calendar.
12 New Control tools applied to Business
In short, it is useful for all those people in the organization who have to make
decisions, as they allow the analysis of different variables to support business decision
making process of managers.
Advantages of BI tools
• Allows to extract and manipulate information in a flexible manner.
• Assist in unstructured decisions.
• Allows the user to interactively define information needs and how to
combine.
• Usually include simulation tools, modeling, etc.
• You can combine information from transactional systems inside the company
with another foreign company.
• Ability to analyze multidimensional (OLAP) that allows in-depth
information to reach a high level of detail, analyzing data from different
perspectives, make projections of information to predict what might happen
in the future, trend analysis, prospective analysis etc.
• Provides assistance in all phases of decision-making process-intelligence,
design, selection, and implementation, as well as a variety of processes and
decision-making styles.
• It is adaptable by the user at the time to deal with changing conditions.
• Build learning, resulting in new demands and refinement of the application,
which in turn results in further learning.
• Generally uses quantitative models (standard or custom made).
• Can be implemented for use in Web, desktop or mobile device (PDA).
• Allows easy execution of the sensitivity analysis.
New control tools applied to Business 13
Prospects for BI Implementation
Financial and accounting perspective
In general, the financial indicators are based on the accounts of the Company and are
the last of it. The reason is that accounting is not immediate (In giving a supplier an
invoice, it does not automatically posted), but must be closure to ensure the
completeness and consistency of information. Because of these delays, some authors
argue that running a company paying attention only to financial indicators is like
driving at 100 km / h looking in the rearview mirror.
Some commonly used indicators are:
• Index of liquidity.
• Index of indebtedness.
• Index DuPont.
• Rate of return on investment.
Customer Perspective
To achieve the financial performance that a company wishes, it is essential to having
satisfied and loyal customers, with that goal in this perspective are measured customer
relationships and expectations that they have on business. Moreover, this perspective
takes into account the main elements that create value for customers, and to focus on
the processes that are most important to them and more satisfying.
The customer knowledge and processes that generate more value is very important to
ensure that the financial picture is prosperous. Without the study of the peculiarities
of the market that the company is focused there can be no sustainable development in
the financial perspective as largely financial success comes from increased sales, or in
time of crisis, the maintenance of same as wanting to increase sales (in times of crisis)
may lead to the opposite effect. It tries to reach a situation in which customers repeat
their purchases because they prefer the company develops products taking into
account their preferences.
A good way of measuring or knowing the customer's perspective is to design basic
14 New Control tools applied to Business
protocols of care and client using the methodology of undercover to the relationship
of personnel in contact with the client (PEC).
Process Perspective
Analyze the adequacy of internal company processes with a view to obtaining
customer satisfaction and achieving high levels of financial performance. To achieve
this we propose an analysis of internal processes from a business perspective and a
predetermination of the key processes across the value chain.
There are four types of processes:
• Process Operations. Developed through quality analysis and reengineering.
The indicators are those relating to cost, quality, time and process flexibility.
• Customer Management Processes. Indicators: Selection of customers,
customer acquisition, retention and customer growth.
• Innovation Processes (difficult to measure). Example indicators:% of new
products,% proprietary products, introduction of new products in relation to
competition.
• Processes related to Environment and Community. Typical Indicators of
Environmental Management, Health and Safety and Corporate Social
Responsibility.
Outlook personal development and learning
Arises as the set of guidelines from other perspectives. These inductors are the set of
assets that give the organization the ability to improve and learn. The author criticizes
the view of traditional accounting, which considers training as an expense, not as an
investment.
The prospect of learning and improvement is less developed, due to the slow progress
of the companies at this point. Either way, the contribution of the model is relevant as
it leaves a path structure is well targeted and perspective. Classify the assets related to
learning and improvement:
New control tools applied to Business 15
• Capacity and competence of individuals (management employees). Includes
indicators of employee satisfaction, productivity, training needs, among
others.
• Information systems (systems that provide useful information for work).
Indicators: strategic databases, proprietary software, patents and copyrights,
among others.
• Culture / climate-motivation for learning and action. Indicators: initiative of
individuals and teams, the ability to work as a team, the alignment with the
vision of the company, among others.
Objectives
I would approach this project in the field of open source tools instead of proprietary
tools, thereby making a study, assessment and skills analysis of different open source
tools with a view to its use in Galicia for SMEs generation Scorecard and other models
of reporting strategic type taking into account inter alia the following factors:
• Clarity of tutorials
• Solutions
• Speed
• Existence of manuals
• Potential of graphical representations
• Weaknesses
• Programming
Through this analysis is to improve the choice of Galician companies software
solutions aimed at corporate governance.
Linked to this objective of the project, a number of secondary objectives consistent
with it, and that will be divided into two groups, the targets for SMEs in Galicia and
personal objectives.
16 New Control tools applied to Business
Objectives for SMEs:
• Encourage the use of free software tools
• Encourage the use of management tools Business Intelligence
• Providing access to these tools to industrial fabric Galician SMEs
• Improve the management of the Galician companies through this type of tools
"Business Intelligence"
• Contributing to the competitive development of SMEs in improving their
strategic position.
• Increase the competence of management in the decision making process
• Promote the use of open standards to achieve technological independence
• To publicize all aspects of free software, because the lack of information and
education are the main reasons for Galician SMEs do not use this software,
focusing on the advantages of free software with the owner.
• Serve as a link between the new open source technologies and the Galician
Personal Goals:
• Provide the experience of the organization department of view of the
evaluation of these tools.
• Developing application services to companies
• Get an advisory capacity for SMEs in this area
• Strengthen and develop projects that can provide a link with business and
open a possible framework.
New control tools applied to Business 17
3 State of art
[31,34,35,36] In times of crisis where we are, few companies can invest the necessary
capital in new technologies and tools to obtain information exploitation, on the other
hand, is more necessary than ever. Therefore, in order to provide as much
information, allowing to exploit strategic information, estimate, analysis and forecasts
in time, allowing to anticipate events and potential risks of the most economical way
possible by using BI tools open source. BI tools open source, a technology
increasingly attractive and necessary for the business sector.
The information can be generated from business intelligence is useful for all
departments of the organization:
Responsible for purchases.
Responsible for sales.
Responsible for negotiating with financial institutions.
Responsible marketing.
Responsible staff.
In short, it is useful for all those people in the organization who have to make
decisions, as they allow the analysis of different variables to support business decision
making process of managers.
Currently, the use of BI tools is very limited and scarce, however it could get a
number of advantages, which compensate in all aspects of a business:
Allows to extract and manipulate information in a flexible manner.
Assist in unstructured decisions.
Allows the user to interactively define information needs and how to
combine.
Usually include tools Simulation, modeling, etc.
You can combine information from transactional systems inside the
company with another foreign company.
Ability to analyze multidimensional (OLAP) that allows in-depth
information to reach a high level of detail, analyzing data from different
18 New Control tools applied to Business
perspectives, make projections of information to predict what might happen
in the future, trend analysis, prospective analysis etc.
Provides assistance in all stages of decision-making process-
intelligence, design, selection, and implementation, as well as a variety of
processes and decision-making styles.
It is adaptable by the user at the time to deal with changing
conditions.
Build learning, resulting in new demands and refinement of the
application, which in turn results in further learning.
Generally uses quantitative models (standard or custom made).
Can be implemented for use in Web, desktop or mobile device
(PDA).
Allows easy execution of the sensitivity analysis.
New control tools applied to Business 19
4 Investigation
4.1 Identification, study and characterization of tools
• Work plan and methodology followed
The main risks affecting the development of TFM were:
Some of the applications originally planned for the analysis were not
expected capacity for utilities covered by the project.
Throughout the duration of TFM versions of the applications came to discuss
with a higher degree of development.
To know the capabilities of the various existing tools along the TFM were studied the
most appropriate to carry out the following tasks:
Continuous review throughout the TFM of free software tools with a good
level of development for utilities that want a good level of development for
utilities that want in the TFM (scorecard, reporting, strategic reporting.)
Ongoing review on versions of the applications that are being analyzed.
Regular contact with experts.
The activities to be carried out with the aim of achieving the expected results are as
follows:
Team Project Manager
Review Tools
Revised Versions
Phase Advance
Meetings and monitoring by e-
20 New Control tools applied to Business
Launch of TFM
Surveillance System Technology
Identification and characterization tools
Configuration of the application and collaborative environment
Usability Evaluation
Development of a practical demo
Presentation of results
The following is going to do an overview of the tools diferenes analyzed. Of them
choose the most complete, offering higher capacities, to deepen and try to make a
demo to show a practical tool:
BSGP
Eclipse BIRT
BEE PROJECT
REPORT JET
SPAGO BI
OPENI
JASPER SOFT BI SUITE
Pentaho
New control tools applied to Business 21
22 New Control tools applied to Business
4.2 BSPG
[47] BSPG is an environment Scorecard (Balanced Scorecard PostgresSQL)
comparable to commercial software tailored management, which runs on
PostgreSQL. Manage business strategy, with objectives, measures and plans,
through many reports and graphs, providing business capabilities drill
strategy maps, multi-language provides
Made out
There is no structural limit on the level of detail of the analysis due to a
complete flexibility in the dynamic creation of new nodes in the organization
chart.
Management and organization of corporate objectives, measures, data types
perspectives, organizational structure, themes, user capabilities, goals and
tolerance settings for each measure for each objective.
Allows many reports and graphs: for each level, by objective, by date,
cumulative, etc.
Drill-down analysis by level an
The strategy map, and management of local targets.
Admin menu, complete with card validation, reporting, offline, new
computations of measurement and planning, user log, log calculation, export
in XML following the standard BSCol v1.0a (http://w
Two languages always online: one local and one international (eg useful for
multinational corporations). There are currently three versions available:
English, Italian and Croatian, but full implementation is fully translatable.
Disadvantage: the latest news published on page
http://bspg.sourceforge.net/news/index.html on BSPG are from 2003, this
implies that the project stands today.
New Control tools applied to Business
BSPG is an environment Scorecard (Balanced Scorecard PostgresSQL)
parable to commercial software tailored management, which runs on
PostgreSQL. Manage business strategy, with objectives, measures and plans,
through many reports and graphs, providing business capabilities drill-down,
language provides, etc ...
There is no structural limit on the level of detail of the analysis due to a
complete flexibility in the dynamic creation of new nodes in the organization
Management and organization of corporate objectives, measures, data types
perspectives, organizational structure, themes, user capabilities, goals and
tolerance settings for each measure for each objective.
Allows many reports and graphs: for each level, by objective, by date,
cumulative, etc.
down analysis by level and goals.
The strategy map, and management of local targets.
Admin menu, complete with card validation, reporting, offline, new
computations of measurement and planning, user log, log calculation, export
in XML following the standard BSCol v1.0a (http://www . bscol.com).
Two languages always online: one local and one international (eg useful for
multinational corporations). There are currently three versions available:
English, Italian and Croatian, but full implementation is fully translatable.
tage: the latest news published on page
http://bspg.sourceforge.net/news/index.html on BSPG are from 2003, this
implies that the project stands today.
PostgreSQL. Manage business strategy, with objectives, measures and plans,
down,
There is no structural limit on the level of detail of the analysis due to a
complete flexibility in the dynamic creation of new nodes in the organization
Management and organization of corporate objectives, measures, data types,
perspectives, organizational structure, themes, user capabilities, goals and
Allows many reports and graphs: for each level, by objective, by date,
Admin menu, complete with card validation, reporting, offline, new
computations of measurement and planning, user log, log calculation, export
ww . bscol.com).
Two languages always online: one local and one international (eg useful for
multinational corporations). There are currently three versions available:
English, Italian and Croatian, but full implementation is fully translatable.
tage: the latest news published on page
http://bspg.sourceforge.net/news/index.html on BSPG are from 2003, this
New control tools applied to Business 23
BSPG Backgroung
BSPG began as a "joke" or a "revenge" on the November 29, 2002. Its abbreviation
stands for Balanced Scorecard on PostgreSQL.
The ideologue of Balanced Scorecards BSPG worked for a year and a half, from 29
xunio 2001 as information systems consultant for Ernst & Young Italy and CebNet,
which implemented a BS and implemented management systems on bases Oracle
data. He wanted to test the capabilities PostgreSQL on a great application, and began
installing a PGSQL database is based on past experience: in a couple of weeks
thought it was really possible, he realized that meant the sudden change and started to
work full time on BSPG.
There were major limitations on PostgreSQL, especially on optimizing the query plan,
which led him to rethink the whole area gives effect: for example, had to return to
writing simple queries to view the corresponding multilevel complex underlying
tables. During the following months also broadened their knowledge in
implementation and management systems (such as EVA) and the BS theory, held so
far with BSCol publications, and other solutions closely checking BS from other
commercial vendors, as CorVu, Peoplesoft, QPR , SAS, etc..
Architecture
BSPG, like any other software system balancing card, or other business analysis tool,
you must have a real interface with the environment and people.
24 New Control tools applied to Business
BSPG environment tine three m
2 face to the database, as inputs to corporate data and landowners
1 web view of all objects total BS.
Below you can see the Core BSPG, a little more detail (light blue):
New Control tools applied to Business
BSPG environment tine three main interfaces:
face to the database, as inputs to corporate data and landowners
web view of all objects total BS.
Below you can see the Core BSPG, a little more detail (light blue):
New control tools applied to BusinessNew control tools applied to Business 25
26 New Control tools applied to Business
The main BSPG’s process
The moment of truth
The standards say nothing about the technology that is preferable, as the user
interface, whether it is better to be accessible via the web, the type of database engine,
whether or not client / server, etc.., Etc.
of the standard, and will seek certification in the BSC Collaborative.
But when it comes time to decide, and must make a decision, there are other factors
that should be considered before that will facilitate the choice of the tool.
- Scale of the organiza
mainly mean that it will determine the amount of potential users of the
system, the level of automation that has and economic resources at their
New Control tools applied to Business
The main BSPG’s process (gray color):
standards say nothing about the technology that is preferable, as the user
interface, whether it is better to be accessible via the web, the type of database engine,
whether or not client / server, etc.., Etc. . Thus in each case shall be the interpretatio
of the standard, and will seek certification in the BSC Collaborative.
But when it comes time to decide, and must make a decision, there are other factors
that should be considered before that will facilitate the choice of the tool.
Scale of the organization: When it comes to the size of the organization, we
mainly mean that it will determine the amount of potential users of the
system, the level of automation that has and economic resources at their
standards say nothing about the technology that is preferable, as the user
interface, whether it is better to be accessible via the web, the type of database engine,
Thus in each case shall be the interpretation
But when it comes time to decide, and must make a decision, there are other factors
tion: When it comes to the size of the organization, we
mainly mean that it will determine the amount of potential users of the
system, the level of automation that has and economic resources at their
New control tools applied to Business 27
disposal. It is clear that there is a very small organization, with very low
level of computerization, and low purchasing power (for this type of
technology), as it could be a primary school, a large corporation with tens or
hundreds of users , and a high level of computerization, such as being a first-
line bank.In a small institution, you may not need, nor justify a large IT
development, which does not mean that you can not build a BSC, using
spreadsheets and small relational database.
- Accuracy vs. definitions. Data source: the lack of precision in the definitions
is one of the risk factors for CMI. This is independent of an implementation
is done manually or by means of a system, but in this case is more critical, as
it becomes an indispensable condition. Add to this that at the time of design,
may not be thinking about how to get the data you want to measure.
To the extent that the definitions about the sources of data are less precise but
is extended stages of survey and system design. This risk will diminish
involving systems technicians at certain stages of strategic design of CMI, in
its advisory role on the capacities of the commercial systems of the
Organization.
- Scope of the functional capabilities and integration with other systems: If
you look at the standards for the CMI, we see that in terms of analysis
capabilities, only mentions the ability to show the development of indicators,
through traffic lights, graphics, real comparison vs. planned, and that
supports the entry of comments. However, nothing is said about the drill-
down capabilities and drill-up through different dimensions, nor on
integration with other systems, such as dashboards, Data Warehouse or Data
Marts. Yet it is very likely that users will want to spread abroad its strategic
analysis to tactical analysis, using the navigation on the detail of the
information.
28 New Control tools applied to Business
4.3 BEE PROJECT
[33] "BEE Project” is a set of tools to support a project for
Business Intelligence (Business Intelligence) in a medium sized
company. Born in 2002 in the Czech Republic. It was one of
the first that appeared in the field of Business Intelligence.
However, now stands. Please provide ETL, ROLAP, reporting and integration with R.
The architecture is based on the methodology ROLAP (Relational On
Processing) in order to effecti
open source technologies.
BEE is licensed under the GPL. Also available are stable versions of the product
under a commercial license, with appropriate support (ie, approach similar to the
license given MySQL database).
The ETL tool is based on simple demos service, ensuring the transmission and
processing of distributed data.
centralized application control. This suite is designed for distributed proce
the use of robust encriptaje. Available is a graphical user interface (GUI) for the ETL
process management and modeling.
The ROLAP server
implementation for a set of client applications. The webs
user interface for the design, layout and handling of reports through a web browser.
The technologies used (XML, HTML, CSS and Javascript) are minimum
requirements for network infrastructure of (possible access to mobile devic
ensures easy management of your entire environment. Integration with R project tools
for the statistical processing is also available disponible.Está a graphical user interface
(GUI) for the ETL process management and modeling.
Most of the project is written in Perl, using the libraries DBD / DBI, SOAP:: Lite and
Perl:: Tk. A small part is in the C language The data store (data warehouse) operates
in a relational database. Currently, the MySQL database proved to be the choice for
large amounts of data could also be used yet Oracle, PostgreSQL, Perl DBI / DBD.
New Control tools applied to Business
EE PROJECT
is a set of tools to support a project for
Business Intelligence (Business Intelligence) in a medium sized
company. Born in 2002 in the Czech Republic. It was one of
first that appeared in the field of Business Intelligence.
However, now stands. Please provide ETL, ROLAP, reporting and integration with R.
The architecture is based on the methodology ROLAP (Relational On-Line Analytical
Processing) in order to effectively cover projects with a data volume of 50 XB, using
open source technologies.
is licensed under the GPL. Also available are stable versions of the product
under a commercial license, with appropriate support (ie, approach similar to the
n MySQL database).
is based on simple demos service, ensuring the transmission and
processing of distributed data. The entire environment as a whole is managed by a
centralized application control. This suite is designed for distributed processing with
the use of robust encriptaje. Available is a graphical user interface (GUI) for the ETL
process management and modeling.
ROLAP server provides its functionality through SOAP interface
implementation for a set of client applications. The website was designed as a primary
user interface for the design, layout and handling of reports through a web browser.
The technologies used (XML, HTML, CSS and Javascript) are minimum
requirements for network infrastructure of (possible access to mobile devic
ensures easy management of your entire environment. Integration with R project tools
for the statistical processing is also available disponible.Está a graphical user interface
(GUI) for the ETL process management and modeling.
is written in Perl, using the libraries DBD / DBI, SOAP:: Lite and
Perl:: Tk. A small part is in the C language The data store (data warehouse) operates
in a relational database. Currently, the MySQL database proved to be the choice for
ta could also be used yet Oracle, PostgreSQL, Perl DBI / DBD.
However, now stands. Please provide ETL, ROLAP, reporting and integration with R.
Line Analytical
vely cover projects with a data volume of 50 XB, using
is licensed under the GPL. Also available are stable versions of the product
under a commercial license, with appropriate support (ie, approach similar to the
is based on simple demos service, ensuring the transmission and
The entire environment as a whole is managed by a
ssing with
the use of robust encriptaje. Available is a graphical user interface (GUI) for the ETL
provides its functionality through SOAP interface
ite was designed as a primary
user interface for the design, layout and handling of reports through a web browser.
The technologies used (XML, HTML, CSS and Javascript) are minimum
requirements for network infrastructure of (possible access to mobile devices) and
ensures easy management of your entire environment. Integration with R project tools
for the statistical processing is also available disponible.Está a graphical user interface
is written in Perl, using the libraries DBD / DBI, SOAP:: Lite and
Perl:: Tk. A small part is in the C language The data store (data warehouse) operates
in a relational database. Currently, the MySQL database proved to be the choice for
ta could also be used yet Oracle, PostgreSQL, Perl DBI / DBD.
The query optimization is based on the familiar term benchmark.
For the architecture of a business intelligence application, see the illustration below
Main features of the project BEE
• Easy and fast access to data through the web interface, and therefore,
regardless of the platform of the client machine and work effectively even
when connecting over slow communication channels (through internet,
online phone, GPRS).
• Use of predefined reports and ad hoc queries.
• Easy to create reports using drag and drop functionality
New control tools applied to Business
The query optimization is based on the familiar term benchmark.
For the architecture of a business intelligence application, see the illustration below
Architecture of a BI application.
ain features of the project BEE
Easy and fast access to data through the web interface, and therefore,
regardless of the platform of the client machine and work effectively even
when connecting over slow communication channels (through internet,
ne, GPRS).
Use of predefined reports and ad hoc queries.
Easy to create reports using drag and drop functionality
New control tools applied to Business 29
The query optimization is based on the familiar term benchmark.
For the architecture of a business intelligence application, see the illustration below
Easy and fast access to data through the web interface, and therefore,
regardless of the platform of the client machine and work effectively even
when connecting over slow communication channels (through internet,
30 New Control tools applied to Business
• Easy handling of the full report, drill down, changes to a design report,
export data in office applications, and in PDF format.
• High quality presentation of data in tables and graphs.
• Allows work in a multilingual (English and Czech).
Use of terms
When creating a report uses the following terms to the data store objects. To
understand the meaning of the definitions and relations mentioned below
following illustrations.
•
New Control tools applied to Business
Easy handling of the full report, drill down, changes to a design report,
export data in office applications, and in PDF format.
presentation of data in tables and graphs.
Allows work in a multilingual (English and Czech).
When creating a report uses the following terms to the data store objects. To
understand the meaning of the definitions and relations mentioned below, see the
following illustrations.
Objects of logical data model (LDM)
Easy handling of the full report, drill down, changes to a design report,
When creating a report uses the following terms to the data store objects. To
, see the
New control tools applied to Business 31
• Attributes are qualitative indicators (eg, day, month, sex, type of product
,...). An attribute is an attribute set of elements (eg, an attribute "Month in the year"
has the components "January", "February ",...).
• Dimension is called a set of attributes and relationships between them (eg,
temporal dimension Customer dimension ,...). The individual attributes also define
what is called level of aggregation. The attributes have different functions (eg, term of
payment and date of issue of the invoice for the attribute of time.)
• The facts are the quantitative indicators (eg, the number of pieces sold ...),
which can be tracked on the basis of one or more attributes at different levels of
aggregation.
The attributes and events are defined on a system design. These objects, together with
the common relations, represent logical data model of the system. A normal user can
access these obxetos through a browser in read-only mode and can not be changed.
• Metrics are objects that define a method of aggregation (eg, sum, average) of
the facts or attributes and features applied to them.
• The Grid (table cells) are objects that define the deployment of each of the
objects (attributes, metrics) in the final report.
• The format defines the appearance of the report. In the described system
include three types of objects to the display format (chart, graph, 2D and 3D
graphics).
• Filters are objects that define the limits to visualize data sets. The limits can
be defined based on attributes, metrics and facts (eg, the display may be
limited only to data concerning a product, a group of people, etc..)
• The reports represent a visualization of the data required in an appropriate
format (table, chart graphic 2D and 3D). Is defined by a grid, a format and
finally, through a filter
32 New Control tools applied to Business
Objects of
To create a report, we use a defined grid. After defining the grid, their attributes and
events are included in the output report.
report. In the report, the grid works with attributes, the facts and metrics for data
visualization. The final grid uses a special format to give better appearance to the final
report.
When working with the f
• Report of drilling
report, ie an amended report. It is recommended to carry out the drilling
New Control tools applied to Business
Objects of BEE Project and relationships of them
To create a report, we use a defined grid. After defining the grid, their attributes and
events are included in the output report. A defined grid can be reused to create another
In the report, the grid works with attributes, the facts and metrics for data
visualization. The final grid uses a special format to give better appearance to the final
When working with the full report, we can meet the following lines:
Report of drilling, means to calculate a new report based on the original
report, ie an amended report. It is recommended to carry out the drilling
To create a report, we use a defined grid. After defining the grid, their attributes and
A defined grid can be reused to create another
In the report, the grid works with attributes, the facts and metrics for data
visualization. The final grid uses a special format to give better appearance to the final
, means to calculate a new report based on the original
report, ie an amended report. It is recommended to carry out the drilling
New control tools applied to Business 33
based only on a particular scenario, otherwise this procedure can be time
consuming. The drilling includes several methods (drill down: analyze,
enhance detail, drill up: to generalize, to reduce the detail) and individual
parameters are mentioned later.
• Report pivoting is put attributes or their sequence on the axis.
• Export a report, can store data in formats suitable for transfer and
automated processing. The basic export options including Office documents
and universal exchange formats.
• Classified report, shows a report based on select menu items. You can
choose between ascending or descending
Description of the user interface.
When you create a report, the web browser (Mozilla, MS Internet Explorer, etc..)
Allows users to access and store data (data warehouse) BEE Project. After entering
the server address where the BEE Project must be installed, a screen appears in your
browser:
34 New Control tools applied to Business
Initial Window
When you create a report in the Bee Project, the user has available a series of
overlapping tabs visible with their description at the
Each tab contains:
• The tab of "Edit"
(metric tables, format, filter, ...). You can create, edit, copy, and finally
remove the items within this tab. The contents of su
located on the left side of the window depends on the data model used in the
current project (see tab "LDM").
• The tab of “Preferences”
reports) and a selection of available projects.
• The tab "Alerts"
selected alert, you can edit its properties.
• The tab "LDM” (Logical Data Model)
logical model of data in the current project.
originates on the logical design of data warehouse.
New Control tools applied to Business
Initial Window- Access- New report in BEE Project
When you create a report in the Bee Project, the user has available a series of
overlapping tabs visible with their description at the top of your browser window.
"Edit" allows working with objects for the definition of a report
(metric tables, format, filter, ...). You can create, edit, copy, and finally
remove the items within this tab. The contents of subfolders in the tree
located on the left side of the window depends on the data model used in the
current project (see tab "LDM").
Preferences” is used for the user's environment (cookies, create
reports) and a selection of available projects.
"Alerts" contains a list of available alerts. By clicking on the
selected alert, you can edit its properties.
"LDM” (Logical Data Model) contains a graphic scheme of the
logical model of data in the current project. The structure of the data model
originates on the logical design of data warehouse.
When you create a report in the Bee Project, the user has available a series of
top of your browser window.
allows working with objects for the definition of a report
(metric tables, format, filter, ...). You can create, edit, copy, and finally
bfolders in the tree
located on the left side of the window depends on the data model used in the
is used for the user's environment (cookies, create
By clicking on the
contains a graphic scheme of the
data model
• The tab “Executed Reports”
new window or the same, based on the parameters specified in the tab
"Preferences." Allows:
o Eliminate
be deleted from the list of reports run, its definition is still available
in the tab "Edit".
o Select all
o Invert the selection
marking of selected reports.
o Edit
selected report for editing and can make the appropriate
adjustments.
• The tab “Derived reports”
of the manipulation of another report (drilling, pivoting and filtering). This
tab allows you to return to the individual steps in the reports created.
Clicking on the
delete, select all and reverse s
Reports tab executed.
Tree objects
Creating a report begins on the "Edit" tab. On the left side of this tab, shown in the
tree used to create the report and that after deploying the subfolders (by clicking the
"+" that is before the name of the object), a list of objects we can use. For better
orientation in logical model, you can use the tab "LDM".
In the tree that is located on the left side of the window, you can define a report based
on an existing report or
New control tools applied to Business
“Executed Reports” allows viewing of reports already created, a
new window or the same, based on the parameters specified in the tab
"Preferences." Allows:
Eliminate - by clicking the icon gives trash . The report will only
be deleted from the list of reports run, its definition is still available
in the tab "Edit".
Select all - by clicking the icon selects all reports on the tab
Invert the selection - by clicking on the icon to in
marking of selected reports.
Edit - after selecting a report and click on the icon
selected report for editing and can make the appropriate
adjustments.
“Derived reports” can display reports that were obtained as a result
e manipulation of another report (drilling, pivoting and filtering). This
tab allows you to return to the individual steps in the reports created.
Clicking on the icon we get a history of the changes. The functionality to
delete, select all and reverse selection are identical to those seen in the
Reports tab executed.
Creating a report begins on the "Edit" tab. On the left side of this tab, shown in the
tree used to create the report and that after deploying the subfolders (by clicking the
+" that is before the name of the object), a list of objects we can use. For better
orientation in logical model, you can use the tab "LDM".
In the tree that is located on the left side of the window, you can define a report based
on an existing report or create a completely new with a grid, format and newly created
New control tools applied to Business 35
allows viewing of reports already created, a
new window or the same, based on the parameters specified in the tab
The report will only
be deleted from the list of reports run, its definition is still available
selects all reports on the tab
to invert the
opens the
selected report for editing and can make the appropriate
can display reports that were obtained as a result
e manipulation of another report (drilling, pivoting and filtering). This
tab allows you to return to the individual steps in the reports created.
we get a history of the changes. The functionality to
election are identical to those seen in the
Creating a report begins on the "Edit" tab. On the left side of this tab, shown in the
tree used to create the report and that after deploying the subfolders (by clicking the
+" that is before the name of the object), a list of objects we can use. For better
In the tree that is located on the left side of the window, you can define a report based
create a completely new with a grid, format and newly created
36 New Control tools applied to Business
filters. The grid is created based on the attributes and facts. A filter works with
attributes, facts and metrics.
When creating new objects, it is possible to use icons in the "Edit" tab.
After placing your mouse over the icon, a little help. Clicking on the icon in
particular, begin operations with the object.
BUTTON
New Metric
New filter
New format
New format
New format
New format
New grid
New grid 3D
New template
New Control tools applied to Business
filters. The grid is created based on the attributes and facts. A filter works with
attributes, facts and metrics.
When creating new objects, it is possible to use icons in the "Edit" tab.
placing your mouse over the icon, a little help. Clicking on the icon in
particular, begin operations with the object.
DESCRIPTION
New Metric
New format
New format 2D (new format for two-dimensional graph)
New format 2D map (new format for two-dimensional map)
New format 3D (new format for three-dimensional graph)
grid 3D
template
filters. The grid is created based on the attributes and facts. A filter works with
When creating new objects, it is possible to use icons in the "Edit" tab.
placing your mouse over the icon, a little help. Clicking on the icon in
New dinamic param
New report
New alert
Copy object
Delete object
After selecting an object can
to hide the tree on the left side of the window by clicking on the icon
click on the icon .
To Work with mouse
• Single click the left mouse button
addition to hitting an object with drag and drop functionality.
• Double click the left mouse button
attributes and events that are defined within the system), and modify such
characteristics.
• Drag and drop functionality
from one place to another (the object is copied and pasted into the desired area). The
BEE Project can do this with a simple click with the left mouse button over the it
in question, which "joins" the mouse cursor temporary. Moving the cursor towards the
New control tools applied to Business
New dinamic param
New report
Copy object
Delete object
After selecting an object can be edited on the right side of the tab. It is now possible
to hide the tree on the left side of the window by clicking on the icon . To display,
with mouse (Click coup methods):
Single click the left mouse button is used to show icons, folders and tabs, in
addition to hitting an object with drag and drop functionality.
Double click the left mouse button is used to select an object (except the
attributes and events that are defined within the system), and modify such
rag and drop functionality is defined as one that lets you transfer an object
from one place to another (the object is copied and pasted into the desired area). The
BEE Project can do this with a simple click with the left mouse button over the it
in question, which "joins" the mouse cursor temporary. Moving the cursor towards the
New control tools applied to Business 37
It is now possible
. To display,
show icons, folders and tabs, in
is used to select an object (except the
attributes and events that are defined within the system), and modify such
is defined as one that lets you transfer an object
from one place to another (the object is copied and pasted into the desired area). The
BEE Project can do this with a simple click with the left mouse button over the item
in question, which "joins" the mouse cursor temporary. Moving the cursor towards the
38 New Control tools applied to Business
desired area and doing it again a single click the left mouse button, the item is
transferred and stuck in place.
• Single click the right mouse button is used to expand the shortcut menu.
• Ctrl + left mouse button is used to select various attributes of the same
element at the same time.
New control tools applied to Business 39
BEE Project opportunities presentation
The presentation layer of BEE Project allows users to access the analytical
information so that it is easier to assess, easily accessible, and reliable. One of the
stringent requirements is to choose optimal technologies in the sense of total system
costs (ie, low maintenance and administration costs, low cost of hardware and
network infrastructure, low cost yet increase the number of users).
Compliance with the above requirements, it is guaranteed to choose the right
technologies.
• Evaluation of information in a simple and unambiguous: In addition to the
standard output in the form of tables, it is possible to present information in
two dimensiiones graphics. It is also possible to present them in three-
dimensional graphics that allow interactive manipulation of data and also
provides users with a clearer view of the data structure.
• Access to information: Information should be easily accessible both from
within and from outside the company. In addition to interactive access (eg
through a web portal), it is desirable to be able to send information to users
across multiple communication channels, such as fax, SMS, ....
• Low total cost of the system: For the implementation of the project used open
source tools. The license for open source technologies ensure low cost of
software acquisition, high level of investment security and a low dependence
on a single supplier, due to the use of open standards. Important parts of the
project is implemented under the operating system GNU / Linux. High
stability and easy maintenance of this operating system, keeps low costs.
Web Portal
Access through the web is very useful for many users. This will provide multiple
levels of functionality and interactivity based on their particular needs. Developers
40 New Control tools applied to Business
can create new reports and analysis of objects (metrics, filters, etc.) Through the web
portal. After this, the reports created and objects can be used by other users within the
company. The predefined reports are easy to include in an enterprise portal, where
they provide information relevant to a user community, even for those non are used to
working with OLAP technology.
Users can create reports in a very simple, through transfer (using drag and drop
method) of attributes1 and metrics2 ahead of a grid with a predefined layout. The user
can specify the layout and the metrics to be followed in relation to you are attributes.
It is possible to define a leaked report and a report formatted in the report definition.
We understand as a qualitative attribute such as "customer", "product", "date", "year", "region."
2 We understand as a quantitative indicator metrics like "number of pieces", "billing", "benefit", "discount."
Example of logical data model for sales analysis system
During the lifetime of the system, the number of objects created (attributes, events,
metrics, filters, reports, grids, etc..) Is increasing and it is necessary to control the
access permissions of users to the reports and objects.
situation in which the head of a subsidiary of a company has to create a report
submitted by the turnover of each vendor in particular its subsidiary, but not able to
see the turnover other subsidiaries.
access to data. So each user can act in one way or another within the system, and each
object (eg, reports, metrics, attributes) has its own "access controls." Therefore, it is
easy to establish that an object operations are permitted and which are prohibited for a
specific role.
New control tools applied to Business
Example of logical data model for sales analysis system.
During the lifetime of the system, the number of objects created (attributes, events,
rs, reports, grids, etc..) Is increasing and it is necessary to control the
access permissions of users to the reports and objects. For example, one can imagine a
situation in which the head of a subsidiary of a company has to create a report
the turnover of each vendor in particular its subsidiary, but not able to
other subsidiaries. We used a system called "user role" to control
So each user can act in one way or another within the system, and each
reports, metrics, attributes) has its own "access controls." Therefore, it is
easy to establish that an object operations are permitted and which are prohibited for a
New control tools applied to Business 41
During the lifetime of the system, the number of objects created (attributes, events,
rs, reports, grids, etc..) Is increasing and it is necessary to control the
For example, one can imagine a
situation in which the head of a subsidiary of a company has to create a report
the turnover of each vendor in particular its subsidiary, but not able to
We used a system called "user role" to control
So each user can act in one way or another within the system, and each
reports, metrics, attributes) has its own "access controls." Therefore, it is
easy to establish that an object operations are permitted and which are prohibited for a
42 New Control tools applied to Business
To work in a multilingual context (e
internationalization of the technologies and the application environment based on the
geographical location of a particular company, is a remarkable advantage. The scope
of the website is loaded with user preferences (in
the names of the objects created (metrics, filters, reports) and contents of reports (eg
the names of products and The date format).
New Control tools applied to Business
Example of defining a user role
To work in a multilingual context (eg in a multinational company), the
internationalization of the technologies and the application environment based on the
geographical location of a particular company, is a remarkable advantage. The scope
of the website is loaded with user preferences (in your language by default), and also
the names of the objects created (metrics, filters, reports) and contents of reports (eg
the names of products and The date format).
g in a multinational company), the
internationalization of the technologies and the application environment based on the
geographical location of a particular company, is a remarkable advantage. The scope
your language by default), and also
the names of the objects created (metrics, filters, reports) and contents of reports (eg
Example of web page loading in different languages
Possibilities of graphic repres
An alternative data visualization is a graphical representation using two
graphics or use three-
users to orient themselves quickly and easily in very lengthy reports, as they
appreciate relationships or trends that are imperceptible to the naked eye in a
representation using tables.
New control tools applied to Business
Example of web page loading in different languages
ossibilities of graphic representation
An alternative data visualization is a graphical representation using two-dimensional
-dimensional representations. Graphical representations allow
users to orient themselves quickly and easily in very lengthy reports, as they
appreciate relationships or trends that are imperceptible to the naked eye in a
representation using tables.
New control tools applied to Business 43
dimensional
Graphical representations allow
users to orient themselves quickly and easily in very lengthy reports, as they
appreciate relationships or trends that are imperceptible to the naked eye in a
44 New Control tools applied to Business
The graphical representation of results is accessible through a web browser, including
the possible interactive manipulation of them.
New Control tools applied to Business
The graphical representation of results is accessible through a web browser, including
the possible interactive manipulation of them.
Definition of two-dimensional graphics
The graphical representation of results is accessible through a web browser, including
The 2D graphics offer a standard scale formats (eg bar, pie, Linas, etc.).. You can
change the setting graphic display various parameters (eg characteristics of the grid,
background color, object color, company logo). You can also use graphics to display
the shortcut menu to make changes and links to other web applications.
New control tools applied to Business
Definition of three-dimensional graphics
The 2D graphics offer a standard scale formats (eg bar, pie, Linas, etc.).. You can
change the setting graphic display various parameters (eg characteristics of the grid,
lor, object color, company logo). You can also use graphics to display
the shortcut menu to make changes and links to other web applications.
Example 2D graph
New control tools applied to Business 45
The 2D graphics offer a standard scale formats (eg bar, pie, Linas, etc.).. You can
change the setting graphic display various parameters (eg characteristics of the grid,
lor, object color, company logo). You can also use graphics to display
46 New Control tools applied to Business
For example, if you use a pie chart that represents a
each subsidiary of a company, you can click one of the subsidiaries and more detailed
data related to sales of that subsidiary, as
by the subsidiary.
New Control tools applied to Business
Example 2D graph
-Republic Checa map
For example, if you use a pie chart that represents a distribution of turnover rates of
each subsidiary of a company, you can click one of the subsidiaries and more detailed
data related to sales of that subsidiary, as eg billing each sales representative selected
tribution of turnover rates of
each subsidiary of a company, you can click one of the subsidiaries and more detailed
eg billing each sales representative selected
The representation of data in a three
auxiliary method for analyzing multidimensional data representation (these methods
are being increasingly used in the field of data mining). A manipulation of the 3D
presentation can help users better understand the data structure.
The result of a 3D representation is a graph that can rotate in any direction. It is also
possible to move inside the chart, to approach an individual object, and switch
between multiple views set out a
the graph, so that the data space is as illustrative as possible.
New control tools applied to Business
Pie Chart Example
representation of data in a three-dimensional space represents a very useful
auxiliary method for analyzing multidimensional data representation (these methods
are being increasingly used in the field of data mining). A manipulation of the 3D
can help users better understand the data structure.
The result of a 3D representation is a graph that can rotate in any direction. It is also
possible to move inside the chart, to approach an individual object, and switch
between multiple views set out above. You can find an optimal position for viewing
the graph, so that the data space is as illustrative as possible.
New control tools applied to Business 47
dimensional space represents a very useful
auxiliary method for analyzing multidimensional data representation (these methods
are being increasingly used in the field of data mining). A manipulation of the 3D
can help users better understand the data structure.
The result of a 3D representation is a graph that can rotate in any direction. It is also
possible to move inside the chart, to approach an individual object, and switch
bove. You can find an optimal position for viewing
48 New Control tools applied to Business
Example of a 3D interactive presentation of multidimensional data
New Control tools applied to Business
Example of a 3D interactive presentation of multidimensional data
Example of a 3D interactive presentation of multidimensional data
4.4 REPORT JET
[37,38,40] ReportJet is a
professional reports quickly and easily. Provides different patterns (with different
designs) for you to choose between them and modify them to your liking.
Each pattern consists of different sections th
report and ReportJet can add or modify data format and elements within each of these
sections using the tools provided.
Two of these tools are the Query Builder and the Expression Builder.
Builder provides access to data and allows can be incorporated into the report within a
field. By default, provides access to a JDBC database, but can use a plugin to access
other. The Expression Builder lets you assign expressions to variables and groups
within the report.
These and other tools help ReportJet
greatly simplify the task of formatting and
build a report training.
Also possible to organize and group data
in the report to obtain more signifcant.
ReportJet was designed to provide a
reporting service based o
and extensible infrastructure that can be
easily integrated into the system via
plugins based architecture, which will add
additional plugins to support specific data
sources or storage personal.
provides a friendly user interface.
New control tools applied to Business
REPORT JET
is a report designer is done in Java that allows the design
professional reports quickly and easily. Provides different patterns (with different
designs) for you to choose between them and modify them to your liking.
Each pattern consists of different sections that correspond to the various elements of a
report and ReportJet can add or modify data format and elements within each of these
sections using the tools provided.
Two of these tools are the Query Builder and the Expression Builder. The Query
ides access to data and allows can be incorporated into the report within a
field. By default, provides access to a JDBC database, but can use a plugin to access
The Expression Builder lets you assign expressions to variables and groups
These and other tools help ReportJet
greatly simplify the task of formatting and
Also possible to organize and group data
in the report to obtain more signifcant.
ReportJet was designed to provide a
reporting service based on java, flexible
and extensible infrastructure that can be
easily integrated into the system via
plugins based architecture, which will add
additional plugins to support specific data
personal. ReportJet Designer is built around the Ecli
provides a friendly user interface.
Figura: Expression Builder
New control tools applied to Business 49
ort designer is done in Java that allows the design
professional reports quickly and easily. Provides different patterns (with different
designs) for you to choose between them and modify them to your liking.
at correspond to the various elements of a
report and ReportJet can add or modify data format and elements within each of these
The Query
ides access to data and allows can be incorporated into the report within a
field. By default, provides access to a JDBC database, but can use a plugin to access
The Expression Builder lets you assign expressions to variables and groups
ReportJet Designer is built around the Eclipse and
Figura: Expression Builder
50 New Control tools applied to Business
Report Design
ReportJet is an interactive report designer that allows us to design professional reports
in real time. Assign data to the report, adding elements, composition and harmony
between them is simple, intuitive and capable of "drag & drop (drag & drop).
Support for data sources
New Control tools applied to Business
Report Design makes it easier
ReportJet is an interactive report designer that allows us to design professional reports
Assign data to the report, adding elements, composition and harmony
en them is simple, intuitive and capable of "drag & drop (drag & drop).
Support for data sources
ReportJet is an interactive report designer that allows us to design professional reports
Assign data to the report, adding elements, composition and harmony
en them is simple, intuitive and capable of "drag & drop (drag & drop).
New control tools applied to Business 51
Designer ReportJet supports relational databases, provides consultation and builders
to add new data sources to incorporate additional data. It also lets you create and
name expressions, variables, fields and groups with a click of mouse.
Architecture and technologies
ReportJet was designed to make the achievement of professional reports is easy,
flexible and extensible by its ability to add plugins.
Data access
Query wizard
With the traditional tools of reporting, can be difficult and costly (in time) to write
SQL queries. The Query Wizard allows you to create SQL queries ReportJet both
simple and complex with a simple mouse click. You can also build the query step by
step, with options ranging from the choice of tables and fields to the addition of
functions with GROUP BY and HAVING. If desired, you can also write the SQL
query manually.
Query Designer
The Query Designer is a visual tool for creating ReportJet complex queries more
quickly and easier. If the query inclluye multiple tables and relations between them, it
is recommended to use this designer to help us visualize the outline of the
consultation.
52 New Control tools applied to Business
Design and report format
Visual design
New Control tools applied to Business
Design and report format
Visual design
New control tools applied to Business 53
• Visual Report Designer "What You See Is What You Get" (WYSIWYG)
Designer WYSIWYG (What You See Is What You Get ") is a significant advance
over other reporting tools on the market. Allows you to quickly build the correct
pattern for almost all types of professional reports. ReportJet graphics engine
uses a high precision that plays visuals with high fidelity, allowing to compose
and set these items at will within the report.
• Ability drag & drop
Many actions can be performed directly from the pattern of the report by using
the drag & drop. You can drag parameters, fields or variables directly from the
view of the schema editor reporting. When released directly create the
appropriate text fields, allowing one report design quickly and easily.
• Design customizable based on the Eclipse platform
ReportJet is integrated into the Eclipse IDE, which provides better features and
options. Can customize each design elements ReportJet Designer with greater
flexibility and convenience. You can move and resize the panes, customize the
palette and change other interfaces.
• Plugins based on architecture for the integration and flexibility
ReportJet Designer is fully integrated into the Eclipse IDE and fully supports the
architecture itself.The combination of ReportJet plugins for Eclipse and Java
programming, to add new features, expand existing ones or adapt them to our
needs. ReportJet can be easily integrated into any operating system that supports
Java and Eclipse.
• User Defined Variables
54 New Control tools applied to Business
Users can create and define variables within a report using the Expression
Builder (Expression Builder) to ReportJet. This constructor defines the value of
variables in minutes.
• Support for preview
ReportJet can display a preview of the report at any time during the design of a
pattern, a separate window. This feature allows you to see the results of a report
and compare it visually with the pattern.
• Browser unified
The display function ReportJet browser presents at first sight storage
implementation of the report. Also available is the drag & drop function between
the storage areas.
• Customizable Palette
The pattern gives ReportJet design palette has a variety of customization options
that can completely customize the look of the designer. You can select your
configuration preferences among which include:
1. Design options (columns, lists, icons, details.)
2. Icon size (large or small).
3. Elements customizable (add / delete items, rename items, hide items.)
Settings (changes the name of the source of the elements, options and
design).
Pattern design report
Schema View
New control tools applied to Business 55
The view window ReportJet scheme shows the overall structure of a hierarchical
clustering pattern. This allows faster navigation and easier access to items within the
pattern of reporting
Properties bar
This displays the properties of an element of the pattern. Using this you can modify
any configuration setting for the selected item. For your comfort all the settings are
grouped by topic.
Properties bar
This displays the properties of an element of the pattern. Using this you can modify
any configuration setting for the selected item. For your comfort all the settings are
grouped by topic
Content
The content view lets you see the structure of the assigned data source, the user-
defined variables and parameters available for the current document. Each of the
elements within this hierarchy feature supports drag & drop "of ReportJet
Simple grouping
The report data can be grouped into fields. For each of the defined groups is available
in both a group that is the section header, as one who is the footer section, and you
can add visual elements in these sections. If any section is not needed in the report,
can be hidden in the Properties box, uncheck the checkbox. One of the main
advantages of any grouping operation on ReportJet is that you can make global
calculations such as SUM, AVERAGE, LOWEST, HIGHEST or others on the scope
of the group created.
Advanced data grouping
56 New Control tools applied to Business
The characteristic of advanced data grouping allows us to add many ReportJet simple
groups in our report. This feature allows you to create complex reports and make
them more readable and intelligent.
Grouping for range
Any date or numeric data can be grouped by range in a report. For example, you can
define a Quarter "every three months" and group the data in the report for Quarter.
Agregation functions
ReportJet calculates aggregations such as SUM, AVERAGE, HIGHEST, LOWEST,
others with their role as "Aggregation." It is sufficient to introduce the variable or data
field to aggregate in the desired location within the pattern. After selecting the desired
function and scope, and ReportJet show the results for this area.
Clasification
Set the classification output data is simple with ReportJet. To do this, simply drag and
drop the data from the "Contents" to the window "Sorting" in the property page of the
report.
Enhanced Conditional
The enhanced conditional is a very powerful feature for creating smart reports. Using
it you can change the color (background color or foreground color) of any element,
depending on the value of the expression defined for that.
You can add multiple expressions to cover a wide range of conditions within a report,
and these should be highlighted for easy identification and understanding.
Save and apply a style to any text element
With ReportJet can create, save, delete, edit and apply styles to any element of text or
group of text elements within a pattern. The characteristics of the letter (font, size,
etc..) Can be completely customized for the element or group.
Actions alignment and sizing of repo
ReportJet Designer allows you to align and resize as separate elements only for
certain groups of elements.
1. Align (left, right, center, top, middle, bottom).
2. Move and align
3. Adjust the size
4. Snap to Grid
The adjustment feature ReportJet the grid is very useful for designing reports. When
you move any element within a pattern area, the item is wi
area. This helps to put the visual elements of a more easily and accurately, and obtain
an exact design.
Set geometrically
This feature allows you to place visual elements into a pattern with geometric
precision with respect to
element (either side of the element is in vertical or horizontal line of another element),
it automatically appears a blue line that indicates the current element fits well with
another.
Support Rules
ReportJet provides both vertical and horizontal
rules with different scales (units of measure) to
choose, for a more accurate report.
the guidelines of the rule created, based on the
measurement unit is selected
New control tools applied to Business
Actions alignment and sizing of report elements to design
ReportJet Designer allows you to align and resize as separate elements only for
certain groups of elements. These features save time and help create accurate reports:
Align (left, right, center, top, middle, bottom).
Move and align within an element (like a table).
Adjust the size - height and width match the selected figures.
The adjustment feature ReportJet the grid is very useful for designing reports. When
you move any element within a pattern area, the item is within the dotted line in the
This helps to put the visual elements of a more easily and accurately, and obtain
Set geometrically
This feature allows you to place visual elements into a pattern with geometric
precision with respect to others. If you drag an item to a pattern close to another
element (either side of the element is in vertical or horizontal line of another element),
it automatically appears a blue line that indicates the current element fits well with
es
ReportJet provides both vertical and horizontal
rules with different scales (units of measure) to
choose, for a more accurate report. You follow
the guidelines of the rule created, based on the
measurement unit is selected
New control tools applied to Business 57
ReportJet Designer allows you to align and resize as separate elements only for
These features save time and help create accurate reports:
The adjustment feature ReportJet the grid is very useful for designing reports. When
thin the dotted line in the
This helps to put the visual elements of a more easily and accurately, and obtain
This feature allows you to place visual elements into a pattern with geometric
If you drag an item to a pattern close to another
element (either side of the element is in vertical or horizontal line of another element),
it automatically appears a blue line that indicates the current element fits well with
58 New Control tools applied to Business
Intuitive Context Menus
ReportJet has context menus for many of its visual elements. Simply clicking the right
mouse button on an item to access the menu, which includes functions such as copy,
cut, align, and delete.
Cut/Copy/Paste
Any of the visual elements of the report can copy, paste, or cut, in the same way you
can do with ReportJet Designer. For items with added values, the calculation of the
field will automatically change to use or cut / Copy / Paste between different areas.
Undo/Redo
This feature allows you to reverse any action or change is made during construction
of the pattern, without fear of damage. If you mistakenly made any changes, can be
reversed by clicking on this option.
Mapping
Dinamic data charts
You can place a graphic within any section of the report. To create a chart based on
data from a specific page, place the graphic in the header to footer, and defines the
data set or file in the Property. To view a chart based on a document, column or any
group of data, the chart is placed within the header or footer for and defines the data
set for that.
Expression builder
Business constructor expressions
Expression Builder ReportJet offers a convenient way of defining expressions within
a report. Can be used to define any value based on the elements of the data source,
report parameters, user-defined variables or variables integrated. You can also create
New control tools applied to Business 59
an expression using a variety of integrated functions with this tool (such as
mathematical functions, data functions, functions of strings, ...).
Reporting, visualization and interaction
Various export formats
Export reports to PDF format, XLS, CSV, XML and HTML.
ReportJet can export reports to many popular formats: Adobe Acrobat (. Pdf), HTML
(. Html), MS Excel (. Xls), XML or Comma Separated Values (. Csv).
Parameterss
Report Input Parameters
The reportJet Designer can define input parameters for a standard report. The
parameters can be used in formulas to define variables or data queries. When using
this function, you are automatically prompted to select the input values of the
parameters before generating the report.
Application Integration
API to generate reports.
Benefits
ReportJet is ideal for:
Sales Analysis
Financial reports
Storage Reports
Global Management Reports
60 New Control tools applied to Business
Creating a Report has never been easier, intuitive or as many options as ReportJet.
In the past create a professional report was considered running in a waste of time, and
something that needed a high level of expertise. ReportJet changed this and now
create reports that incorporate different data types, multiple columns, clusters and
complex cross-tabs are available to anyone.
Faster access to accurate data
ReportJet Java technology is based on a framework to create highly flexible and user
friendly. Now the definition and allocation of data and reporting is as simple as
"select, drag & drop, align, and saving." Saving time and improving the ability of the
company for data analysis and reports, can dramatically increase their productivity.
With the constructor expressions can format the data by transforming them into highly
usable data, allowing us to define data fields, and groups. A report can group the data
in the most meaningful to a particular department and its objectives, and thus can
easily identify current trends or identify any potential risks. In addition, a report can
be filed for future use, and users can merge the data easily to suit your current needs.
Light Integration
In today's business world, the ability to integrate with existing business applications,
while providing flexibility and extensibility, is critical, and makes ReportJet. You can
now share information with vendors, customers and through its business in a
professional and understandable to the reports of ReportJet.
Based on Eclipse technology, ReportJet integrates seamlessly on any Java platform.
Its architecture allows extensibility and offers a wide variety of data and patterns to
incorporate into their reports. JDBC can be accessed using the integrated query
builder and add sources of customer data that can be meaningfully organized within
the report.
User-friendly Interface
New control tools applied to Business 61
ReportJet was built taking into account the needs of the business of the company, and
offers a wide range of reporting standards to choose from. Create dynamic product
catalogs, sales reports, which financial reports or resumes the activity of the company
is the conclusion to its powerful data management system that allows you to get data
and place it exactly where you want, as you want and order you want.
No need to write XML manually because ReportJet lines are generated automatically.
Also do not need extensive training to use because its interface is familiar and easy to
use features that allow any user access to organizational data and characteristics of the
reports. Now all business users can enjoy its benefits without having to recruit
training or IT support service.
This tool began as an open source project, but the project is currently in use, evolved
and became an exclusive tool. It allows friends easily design reports, using predefined
patterns, but does not go alllá, and we are left with the inability to create dashboards
and other relevant information analysis.
62 New Control tools applied to Business
4.5 ECLIPSE BIRT
Project started in 2005 by Actuate sponsored
jointly with the Eclipse Foundation. It is a subproject of Eclipse which is coordinated
at the level of development cycle with the main project of the Eclipse Foundation:
Eclipse IDE.[41]
Birt presents an integrated framework with the Eclipse IDE for development of
reporting is a runtime for J2EE applications to view these reports. The report creation
flow is represented by the following scheme:
Flow of creatin BIRT reports
New control tools applied to Business 63
The Birt Report Viewer is a J2EE application with capabilities to be embedded into
an existing application, becoming almost a standard for its use as usual.
Eclipse is an open source community whose projects are focused on the construction
of an open development platform composed of extensible frameworks, tools and
runtimes for the development, compilation, execution and management of software
across the lifecycle. A large and vibrant ecosystem of major technology vendors,
Innovative start-ups, universities, research institutions, individuals extend,
complement and support the Eclipse platform.
Coinciding with the release version of Eclipse 3.3 in late July 2007, was released
version 2.2 of BIRT. So the roadmap is not yet known BIRT future except that the
next version 2.2.1 will provide settlement of any bugs present in version 2.2.
BIRT Project
The "Birt" project covers a broad spectrum of needs for reporting with a typical Java
application. Today, the reporting capabilities in an application are often implemented
in an "ad hoc" for the development of the application, using technology which is not
ideal for these tasks, or through the development of a solution commercial
application. This is expensive and costly, and provides limited reporting capabilities
to end users of the application. To address this problem, "Birt" provides Eclipse-based
open-source, extensible tools and a work environment that allows developers to
embed reporting functionality into their applications. As seen above, BIRT includes a
report designer and a component can añadirr implementing our application server. It
also features a graphics engine that lets you add graphics to your application. With
BIRT, you can create a variety of reporting:
• Lists: reports are simple lists of data. Lists can show large amounts of data
and can be grouped to organize related data, for example produtos grouped
according to the family, grouped by customer orders, etc. If the data is
numeric, you can easily add totals, averages and other summaries.
• Graphics: the figures are much easier to understand when represented on a
graph. BIRT provides pie charts, line charts, bar charts and many more.
64 New Control tools applied to Business
BIRT charts can be converted to SVG and support events to allow
interaction with the user.
• Crosstabs (also called cross-reference tables or matrices in two dimensions):
sales per quarter or hits per web page.
• Letters and documents: notices, formal letters, and other text documents are
easily created with BIRT. The documents can include text, formatting, lists,
graphics and more.
Reports compounds: many reports need to combine multiple reports into one
document. For example, a client can enumerate report customer information, provide
text about current promotions and provide side by side lists of payments and charges.
A financial report may include warnings, graphs, tables and long-form corporate color
schemes.
New control tools applied to Business 65
A report "Birt" consists of four parts:
Data. Databases, web services, java objects. The 1.0.1 update provides
support for JDBC and utilities to access other data sources in code. In
addition, a single report can include data from several sources.
Data Transformations. The reports present the data sorted, grouped and
filtered according to user needs. While databases can do this job, "Birt" what
should be done to data sources such as flat files or Java objects.
Business logic. The actual data are seldom structured exactly as we
presented in the reports. Many reports require business logic to make
specific factual information into useful information for the user. "Birt
scripting" known as "ECMAScript" based on JavaScript is the tool we use to
implement the business logic.
Presentation. Once the data is ready there are a variety of options for their
presentation: tables, graphs, text ...
66 New Control tools applied to Business
Eclipse BIRT Report Engine ("Report Engine"): enables reports to be used from any
Java application using designs generated by "Report Designer". The reporting engine
is the key element in the BIRT project execution environment. The "Report Engine"
is packaged in a JAR file which is added to the J2EE application.
Birt has four points of integration with the application:
Parameters: many reports allow the user to specify one or more input
parameters.
Implementation of the report: when the user makes a request of the report
from form html page, the web application passes the parameters to "Report
Engine" which is the report design file and produces the output report.
Data Access: Java applications frequently provide data to Java objects via
Birt.
Vision report: JSP pages allow users to view the report output.
BIRT is an open source information system that integrates Eclipse-based Java/J2EE
use to produce reports.
BIRT Report provides features such as labels of the report, data access and scripting.
Anatomy of a report
BIRT reports consist of four main sections: data, data processing, business logic and
presentation.
Data: BIRT provides support for JDBC, XML, Web services, flat files, as well as
support for using code in other data sources. The framework of using BIRT Open
Data Access (ODA) that allows anyone to build a new UI and runtime support for any
kind of tabular data. In addition, one report may contain data from any number of data
sources. BIRT also strengthens a feature that allows disparate data sources are
combined using internal and external connections.
Transformations of data - the reports present the data sorted, summarized, filtered,
and grouped according to the needs of users. While databases can do some of this
New control tools applied to Business 67
work, BIRT must do so for data sources such as flat files or Java objects. BIRT allows
sophisticated operations such as grouping on sums, percentages, totals, totals and
more.
Business logic - the real world data is seldom structured exactly as we would like for
a report. Many reports require specific business logic to convert raw data into useful
information for the user. If logic does not exist just for the report, you can write
scripts using JavaScript supported by BIRT. If your application already contains the
logic, you can call the existing Java code.
Presentation - Once the data is ready, we have a wide range of options for
presentation to the user. Tables, graphics, text and more. A single set of data can
appear in multiple ways, and a single report can present data from multiple data sets.
BIRT Components
The BIRT project has several components:
BIRT Report Designer: the BIRT Report Designer is a desktop tool based
on Eclipse that lets you define reports using visual tools. It offers a
comprehensive set of controls to create reports that include items to display
complex presentations of data, images, simple or complex calculations,
sorting, and display fields added to obtain graphical representations of data.
68 New Control tools applied to Business
The designs of the reports are stored in an open and documented XML format.
The libraries allow you to share and reuse information. The personal presentations of
the reports contain more common, thus getting a consistent style. It also provides a
great capacity to generate graphics. The designer can be downloaded as a client, as a
set of plugins that allow the designer to work with an existing Eclipse, or as a whole
which includes the Eclipse downloads.
Design Engine: This engine is responsible for creating and modifying the
design of reports. The Design Engine API (API DE) wraps the
functionality of the engine design and is available for use within any
Java/J2EE project. The Birt report designer of this API internally uses
XML to construct design
Report Engine: The report engine uses to generate reports design. The
engine (Report Engine) for BIRT enables reports to be used from any Java
application using designs generated by the "Report Designer". It is the key
element in the BIRT project execution environment. The "Report Engine"
is packaged in a JAR file, which is added to the J2EE application.
New control tools applied to Business 69
Charting Engine: The graphics engine is used to design and create
graphics, either intrinsic or independent for BIRT reports. The Chart
Engine API (CE API) allows developers to add graphics capabilities to
Java/J2EE applications. Both the Report Design Engine as Engine make
use of this API to deliver graphics.
BIRT Viewer: The BIRT project provides a viewer that is used to display
a preview of the reports within Eclipse. BIRT includes an Apache Tomcat
server invoked every time you preview the report. In addition to being
packaged as an Eclipse plugin, the display is also available as a standalone
application J2EE, which can be used in any J2EE compliant JSP server.
The display can also be integrated within an application Rich Client
Platform (RCP). BIRT provides output as a simple HTML document,
PDF, XLS, DOC, PPT and Postscript. In addition, the viewer allows the
export of data to CSV, print and functionality of Contents.
70 New Control tools applied to Business
4.6 SPAGO BI
[30] SpagoBI is a set of open source tools for the
development of Business Intelligence projects in an
integrated environment. It is a set of tools integrated
and coordinated, allowing the development of a BI-
specific solution for each business area and market segment.
It aims to be a complete solution that covers the full range of analytical needs
(ranging from extraction through mining, through the analysis and reporting). It uses
components similar to those of Pentaho.
The project's purpose is to develop a strong infrastructure for the development of BI
solutions.
Today there are many specific produtos open source with which you can perform a
particular task: reporting tools, algorithms and data mining tools, products, EAI
(Enterprise Application Integration, which is defined as the process of connecting a
applications to exchange information with other operational or financial controls).
Each of these products is useful in their specific domain, but when you need a
complete solution combined together do not give a real answer. In fact, only large
commercial solutions are able to cover various aspects of BI.
SpagoBI uses open source tools most interesting of which are available and new
software components, with the idea of offering an integrated platform that provides a
standard view of the different areas of analysis, maintaining the peculiarities of each.
This project is presented as a middleware solution that enables the design and
development of BI initiatives, adopting the philosophy of evolution and progress step
by step, obtaining some results at first instead of all at the end.
When came out, did not come as a complete package. It started as a development
project involving going to a community of people interested in it.
For this purpose, the development team of Engineering Informatic was published (put
on the market, released) documentation on the architecture and technical design, and
while beginning the development was the core of the platform, waiting for the
participation of other groups work.
New control tools applied to Business 71
All components of Spago BI are released under the GNU LGPL in order to share,
develop, expand, expand and improve the final platform, according to the philosophy
of free software communities.
SpagoBI grew slowly over time, according to development planning, and were also
reviewing the suggestions of the community.
SpagoBI is an integrated modular system kernel. This ensures strength and harmony
to the platform. Not all SpagoBI modules are required for all projects, ie actually,
each project will use the modules you need.
It consists of a layer of analysis (eg reports, OLAP analysis, data mining, dashboards,
and visual free consultations (ie, ability to create your own queries)) and various
solutions for different areas, allowing the user can finally write the most appropriate
structure for him, mixing open source tools with proprietary software in order to
maximize the ROI (Return on Investment Global).
Features The main features of SpagoBI are:
Portlet BI: Every object is distributed to end users through portlet
technology.
Reporting, OLAP analysis, data mining, geographic analysis, ETL
processes and dashboards for BI objects are managed by SpagoBI, each
with its own runtime and development environment. SpagoBI manages
the production and validation cycles, the activation parameters,
navigation, results of versions and storage in a similar way, although
each BI object maintains its own characteristics.
o Presentation static reporting: they have a higher level of distribution
according to a structure (. pdf,. xls,. csv,. html, etc.). SpagoBI
allows navigation between the various reports, inheriting the
parameters.
o Dynamic multidimensional analysis (OLAP) multidimensional
structure for OLAP analysis adds a greater degree of freedom and
variability. The axis of analysis and observation of the action is
structured, which enables to obtain the data from a survey at various
72 New Control tools applied to Business
levels of detail and from different perspectives, through drill-down
operations, drill-across, slice & says (breaking information into
smaller parts to be examined from different points of view and thus
better understood).
o Dashboards to evaluate performance metrics (KPI) in real time or
deferred.
o Data Mining: The mining algorithms (neural networks, decision
trees, etc.) enable you to find hidden information.
o Geographical analysis: the representation of geospatial information
on maps.
o In the context of ETL (extraction, transformation and loading of
data) SpagoBI supports their implementation. The results can be
analyzed with other BI platform.
QBE - visual tool for custom queries on data and analysis document
templates. You can save the structure as a model for future reports, or export
the results (eg, CSV, XML).
Interaction with source systems: provides connectors, protocols and services
to exchange data with source systems.
Meta repository: SpagoBI is an integrated platform and not a series of
products thanks to the metadata. The meta-data repository contains all
information about them (both technical and business metadata), processes
and standards for the management of the platform.
User profile: it is possible to differentiate access rights according to user
role.
Document management: is a repository of all important results provided by
the BI objects from a scheduled basis. It provides search and detection
capabilities of these documents.
Scheduling (planned, unplanned) tools are provided off-line activation of all
transport and / or import / export of data processing, document production,
storage and destruction, etc.
Workflow: SpagoBI manages the approval and certification of flows BI
objects and their associated documents.
New control tools applied to Business 73
Administration: it is a management support of the functionality of the whole
platform.
Logging / Auditing: corresponds to service control platform functionality
and monitoring of results.
SpagoBI is a very useful tool to start with business intelligence projects, and provides
a new ratio between price, cost and quality compared to price of many proprietary
software tools.
The purpose of SpagoBI not only provide functionality for the different areas of BI
analytical, if not allow any cross-sectional analysis. In is way, each user can browse
through the data using the tools (reporting, OLAP, data mining, dashboards) that
inherit settings and points of view made, instead of searching, thus avoiding loss or
disruption in care and making it easier analytical and strategic tasks.
In summary, the highlights:
• It covers and satisfies all requirements of BI reporting, OLAP,
Dashboards, Data Mining, Free Inquiring, Dossier, Geo-referenced
analysis, Collaboration.
• There is a product with a set of predefined tools.
• It is open to many different products for the same analytical area, both
free and for proprietary software.
• It uses open standards.
• Management of User Roles, rules of visibility of data and documents
Comportamento adaptive analysis.
• Management of metadata.
• Documents management support.
• Query-By-Example: visual data queries.
• Modules collaboration.
• Plug-in for access to a repository of documents via external tools.
• Management Features.
• Documentation of the life cycle
74 New Control tools applied to Business
SpagoBI Architecture
SpagoBI inherits the MVC architecture of Spago J2EE Framework. Therefore, there
are two observations relevant to the design of SpagoBI:
It is possible the deterioration of the MVC architecture in the areas of
Business Intelligence.
The metadata play an important role as focal point for the guidance and
control of the whole platform.
According to these two principles, the MVC pattern is characterized in this way:
Model: is the layer that encapsulates the application logic, which now
assumes the means of analytic logic. BI-specific objects (such as reports,
OLAP analysis, dashboards, etc.) Are treated as generic components with its
own control logic and with a specific server implementation. Of all the ways
are still components of the application, which govern the business logic,
where the business is the analysis. About Data Domain, these are located in a
Data Warehouse level nun rather than the operational level.
View: Add the problems of all web applications with regard to the
publication of data and information sharing in this context. It is necessary to
maintain and require documents and data with a historical validity. In logic
of analysis is less necessary management manual inputs by the end user.
Controller: BI controller has the responsibility to coordinate and navigate
through specific objects and between different modules. Therefore, also
resolves requests for drill-down, drill-across, slice & Logic says with a less
rigid than in the web application logic.
New control tools applied to Business 75
We will not go deeper into the study as Spago implements the three modules of the
MVC pattern. To conclude that SpagoBI inherits the settings Spago, translating its
specific form as follows:
Layer delivery, information sharing and analysis models.
Layer analytical transforms raw data into meaningful information.
Data and metadata layer, receives data and structure for analytical purposes.
Model- View Controller pattern
76 New Control tools applied to Business
Delivery Layer the portlets are the first way to access objects in BI. It is possible to
build your custom interface on a new BI portal or a portion of an existing one, adding
the portlets needed. You can use Web services to interact with other business
applications and other portals. In the end, estruturas and XML models allow a simple
transfer of information and results.
Analytical Layer is the core of the platform, which coordinates all activities of
analysis tools that support strengthening. These components (tools) are reporting,
OLAP, Data Mining, scorecards and graphics scores, each corresponding to specific
functionalities with the same configuration architecture, which allows for easy
learning and use modular. Some services aplicacioenes effectively support the basic
components preparing the work environment in their collateral aspects: unified
parameter management, domain filters and capabilities, query-by-example systems,
user profiles and objects, structure of categories to classify documents, storage and
retrieval of documents, approval and do workflow management. The controller is
responsible for proper coordination in the interaction of the basic components and
their interaction with applications.
New control tools applied to Business 77
Data Layer and Metadata identifies the data in the Data Warehouse itself and
provides a meta-descrición the technical aspects and meanings of the business.
Provides a service repository to support records management and profiles of objects.
The interaction with the basic components of the business works natively or through
an interface layer. This relationship with the source systems is organized by an ETL
module, it features data extraction, transformation and loading. Finally, users use
many herramietnas management for configuration and control of the whole platform.
SpagoBI Roadmap
SpagoBI is its own planning, which is updated by the project manager at the
beginning of the year and is reviewed every six months to check that all is well. This
ensures that the versions are completed on time.
SpagoBI The roadmap consists of five modules:
SpagoBI Server, known as BI platform with lots of news.
SpagoBI Studio, the new integrated development environment.
SpagoBI Meta, in the new environment, focused on metadata.
SpagoBI SDK, integration of the new SpagoBI layer. Using external tools.
Applications SpagoBI to collect analytical models built using SpagoBI
General view
Analytical documents provide the desired information in the most appropriate way.
SpagoBI allows the use of many categories of analytical tools: Report, OLAP, Data
Mining, Dashboard, visual queries, Maps, ETL processes.
Analyst and Business Intelligence designer must seek the most appropriate tool for
each type of analysis and user. In fact, the construction of an analytical portal is a
balanced composition of different tools in order to give each user category the right
degree of visibility and at the same tempo freedom of movement through the
information.
As for the structural configuration, each discussion paper refers to a particular
execution engine (one or several). This engine can be internal or external to the core
of SpagoBI. In the case of external interfaces with the kernel through a specific
78 New Control tools applied to Business
driver.
Regarding the implementation SpagoBI manages configuration parameters such as the
autonomous and independent. The parameters include rules of behavior (presentation
and validation) in accordance with the role of the end user. Through parameters,
SpagoBI builds a runtime environment that puts at the center operating model that
refers to the particular reality that is being used. A parameter models a concept or a
fact often used as a discriminant in the overall context of data. All parameters can be
used in different ways, according to the role of different end users.
Each parameter can be associated with different analytical documents, determining
their behavior according to your standards.
When a user runs a discussion paper, STRUCTURAL information is read and then
produce a custom page for the input parameter. In the end, the document is generated
based on input values (explicitly or implicitly).
You can see an example in the following illustration:
New control tools applied to Business 79
Implementation of a discussion paper
A new analytical paper handling needs a process as shown below:
80 New Control tools applied to Business
Management of a analitic document
New control tools applied to Business 81
Spago BI Server
SpagoBI Server
The analytical model is the central part of SpagoBI Server, and covers an enormous
range of tools, providing many solutions for each area of analysis.
Reports to display data in a simple way of seeing and understanding.
OLAP analysis, to move through the data.
Dashboards in real time.
Process of data mining to discover hidden information.
Geo-referenced reports, to publish data stored in a data warehouse on a
geographical representation.
Free Research (QBE), to build our own queries, exporting results sheets, and
create report templates.
82 New Control tools applied to Business
Records of analysis, to share public and private information before a meeting
(that is, discussion of the budget, progress in a project), or filing a document
collection.
Records office for publication under the control model of behavior.♣
Process ETL / EII, to collect data from many different sources.
SpagoBI allows end users to compose the most appropriate BI platform to them,
the same mixing herramietnas free software with proprietary software in order to
maximize the return on initial investment (ROI), saving investments already
made and provide first results quickly with a smooth integration into pre-defined
settings.
New control tools applied to Business 83
Behaviour model to visualize the data and documents, according to the roles of end
users. Through Comportamento model can:
Reduce the number of analytical documents to develop and maintain.
Encrypt only once Comportamento rules and visibility.
To ensure uniform growth of the project in time.
Ensure compliance with the standards of visibility at the time, despite the
addition of analysis engines or documents.
Implementation distributes the load across several machines to be able to
scale the result
Expand the needs of clients and projects.
Management tools help developers, testers and administrators in their daily work,
offering features such as:
Planner
Import / export
Auditing and monitoring
Synchronization Functions
Sources of data and configuration engine
Visibility of adjustment policies
SpagoBI Studio SpagoBI Studio is a new development environment based on Eclipse IDE. Allows the
developer to design and maintain analytical documents. SpagoBI Using Studio,
developers can test and display the documents in the SpagoBI Server.
SpagoBI Meta
SpagoBI Meta is the new SpagoBI module. It focuses on metadata management and
research. The platform manages technical and business metadata, allowing users to
edit and import from external tools such as ETL.
84 New Control tools applied to Business
Business metadata allows the user to know more about data being evaluated, the
technical metadata allows the administrator to know where data are taken, to provide
automatic documentation or to make impact assessment.
SpagoBI SDK
SpagoBI SDK provides several API's standards in order to use SpagoBI from a tool or
from an external environment.
SpagoBI from a standard web application.
4.7 OPENI
General Description
[45,46] Business Intelligence (BI) should not be limited to
a privileged few. Through the project OpenI
"open eye"), you try to drive the adoption of a powerful
platform for open source business intelligence that enable companies of all sizes
harness the power des data.
The goal of BI is to transform data into action. BI business tools focused p
providing an infrastructure of black box to address this need, leaving end users to find
out how to create business intelligence, resulting expensive in terms of cost and time.
The project OpenI try to open the "infrastructures are" BI through
developers can deliver solutions "intelligence."
Since 2002, he was working on a BI platform with open source components, and
created this platform to serve more than 1,000 companies to date.
this platform as OpenI.
which consolidate the efforts of the community to build a solid BI platform and then
build intelligent applications.
OpenI The current version is a simple web application that lets you view reports
OLAP reporting RDBMS.
New Control tools applied to Business
Business metadata allows the user to know more about data being evaluated, the
technical metadata allows the administrator to know where data are taken, to provide
automatic documentation or to make impact assessment.
SpagoBI SDK
SpagoBI SDK provides several API's standards in order to use SpagoBI from a tool or
ironment. It also offers some labels (tags) to refer to documents
SpagoBI from a standard web application.
General Description
Business Intelligence (BI) should not be limited to
Through the project OpenI (pronounced
"open eye"), you try to drive the adoption of a powerful
platform for open source business intelligence that enable companies of all sizes
harness the power des data.
The goal of BI is to transform data into action. BI business tools focused primarily on
providing an infrastructure of black box to address this need, leaving end users to find
out how to create business intelligence, resulting expensive in terms of cost and time.
The project OpenI try to open the "infrastructures are" BI through open source, so that
developers can deliver solutions "intelligence."
Since 2002, he was working on a BI platform with open source components, and
created this platform to serve more than 1,000 companies to date. In 2005, released
this platform as OpenI. His hope was and still is OpenI become a common project in
which consolidate the efforts of the community to build a solid BI platform and then
build intelligent applications.
OpenI The current version is a simple web application that lets you view reports
OLAP reporting RDBMS. You can download, deploy in any J2EE server, and begin
Business metadata allows the user to know more about data being evaluated, the
technical metadata allows the administrator to know where data are taken, to provide
SpagoBI SDK provides several API's standards in order to use SpagoBI from a tool or
It also offers some labels (tags) to refer to documents
platform for open source business intelligence that enable companies of all sizes
rimarily on
providing an infrastructure of black box to address this need, leaving end users to find
out how to create business intelligence, resulting expensive in terms of cost and time.
open source, so that
Since 2002, he was working on a BI platform with open source components, and
In 2005, released
is hope was and still is OpenI become a common project in
which consolidate the efforts of the community to build a solid BI platform and then
OpenI The current version is a simple web application that lets you view reports and
You can download, deploy in any J2EE server, and begin
New control tools applied to Business 85
the publication of reports and dashboards interactive OLAP data cubes. Future
versions will include other data sources OLAP cubes as well (data mining models,
data sources, web, etc) and new developments in data visualization.
OpenI is a business intelligence application based on web. It is based on J2EE. OpenI
is an open solution for easy viewing of data from OLAP, RDBMS and data mining
tools, and allows intuitively build and publish interactive reports, analysis and
dashboards.
That is, in its most simple, web OpenI provides an interface that lets you build and
publish interactive reports, based on OLAP data sources. In addition, OpenI aims to
provide a consolidated analysis of the main components of an intelligent data,
including:
OLAP Data Sources
Relational databases
Statistical models
Models of data mining
Its main objective is to eliminate complejidade the creation and publication of reports
for business users. OpenI tries to do this by providing a clean, intuitive interface for
connecting different types of data sources, and publish a web based interactive
reports. If you want to build Web-based intelligent applications that interact with
OLAP data sources, OpenI going to be a viable option for you.
Graphically
OLAP Analysis Shows: tabbed navigation, the control buttons, graphic /
tabular data.
86 New Control tools applied to BusinessNew Control tools applied to Business
Example anlysis
New control tools applied to Business
Example anlysis OLAP: stacked bar chart
New control tools applied to Business 87
88 New Control tools applied to Business
Administrator
New Control tools applied to Business
Administrator Interface: New Analysis
Administrator
New control tools applied to Business
Administrator Interface – Configure set project
New control tools applied to Business 89
90 New Control tools applied to Business
Set filters, rows, columns and dimensions in Dimensions Tab
Public analysis data source
New Control tools applied to Business
Set filters, rows, columns and dimensions in Dimensions Tab
Public analysis data source no-OLAP
New control tools applied to Business
New control tools applied to Business 91
92 New Control tools applied to Business
4.8 JASPER SOFT BI SUITE
[39,42] The suite of JasperSoft Business Intelligence includes products for plant
production reporting, dynamic reports designed by end users and graphics. In addition
also includes OLAP analysis, an ETL tool is the integration of data and a Java
reporting library for scalable small, medium and large applications for the use of
embedded or standalone Business Intelligence. JasperSoft is born in San Francisco
and is backed by leading venture capital firms Morgenthaler Ventures as, DCM,
Partech International, Scale Venture Partners and SAP Ventures.
Jaspersoft has a complete BI suite includes the following modules:
JasperServer interactive report server, ad hoc, managed reporting for
JasperReports.
JasperReports - pixel-perfect reports for printing or viewing on screen.
JasperAnalysis - Interactive Data Analysis / OLAP server
JasperETL - High performance data integration
JasperStudio powered by iReport - a powerful graphical report designer.
Generic Architecture of Business Intelligence suite is represented by the following
scheme:
Jasper Server
JasperServer is a report server, and a high
intelligence and business developer.
need arises for users to create their own reports, graphs or crosstabs, and must store
them for esquematizalos, distribute, share or interact in daily work reports.
JasperServer includes a secure storage management reports, standard definitions of
reports based on JasperReports, interfaces, embedded, and JasperStudio used by
graphic designer iRepor
That is, JasperServer is the open source server that integrates the different data
analysis tools such as reports and JasperAnalysis. J2EE is an application that manages
users, roles, permissions and publishing resources.
Secured Management reports by groups and users.
New control tools applied to Business
Jasper Server
rServer is a report server, and a high-performance platform designed business
intelligence and business developer. It was decided to deploy JasperServer when the
need arises for users to create their own reports, graphs or crosstabs, and must store
r esquematizalos, distribute, share or interact in daily work reports.
JasperServer includes a secure storage management reports, standard definitions of
reports based on JasperReports, interfaces, embedded, and JasperStudio used by
graphic designer iReport reporting.
That is, JasperServer is the open source server that integrates the different data
ysis tools such as reports and JasperAnalysis. J2EE is an application that manages
users, roles, permissions and publishing resources. Its features include:
Secured Management reports by groups and users.
New control tools applied to Business 93
performance platform designed business
It was decided to deploy JasperServer when the
need arises for users to create their own reports, graphs or crosstabs, and must store
r esquematizalos, distribute, share or interact in daily work reports.
JasperServer includes a secure storage management reports, standard definitions of
reports based on JasperReports, interfaces, embedded, and JasperStudio used by
That is, JasperServer is the open source server that integrates the different data
ysis tools such as reports and JasperAnalysis. J2EE is an application that manages
94 New Control tools applied to Business
Creating Ad-hoc reporting via drag & drop.
Ability to create parameterized reports.
Distribution and planning reports.
Repository insurance reports.
Management of historical reports for audits.
Designed for high performance and scalability.
Embeddable into other software applications.
As we discussed there are two versions of each produto. Additional features of
the professional version are:
o Ad-hoc reporting.
o Support any of the existing modalities.
o Commercial license that includes guarantees and indemnities.
o Managing update cycles produto.
Server Management reports for business developers
Includes everything you need for: MySQL, Tomcat and Liferay Portal
Web 2.0 ♣ drag & drop ad hoc reporting (tables, crosstabs, charts)
Interactive parameterized reports
Reports distribution and planning
Insurance reports Store
Historical versions of reports for audit and regulatory compliance
High performance and scalability.
Web Services, Java, PHP, C and HTTP interfa
applications.
Support for a broad range of open source tools and commercial RDBMS,
application servers, and operating systems
(32-bit and 64-bit).
Report Server Powered by JasperReports
interactive Web 2.0 AJAX modern
technology, users can meet their own
reporting needs, without relying on IT or
developers to create reports and analysis for
them. Using just a web browser, users of the company work with a secure view of
data source, and requires no technical understanding of
such as tables or unions. Users can also select multiple parameters to retrieve the
data they need. Can you store, share, schedule, and distribute their own reports
online.
New control tools applied to Business
Web Services, Java, PHP, C and HTTP interfaces to fit into other software
Support for a broad range of open source tools and commercial RDBMS,
application servers, and operating systems
bit).
Report Server Powered by JasperReports
interactive Web 2.0 AJAX modern
ology, users can meet their own
reporting needs, without relying on IT or
developers to create reports and analysis for
them. Using just a web browser, users of the company work with a secure view of
data source, and requires no technical understanding of databases and concepts
such as tables or unions. Users can also select multiple parameters to retrieve the
data they need. Can you store, share, schedule, and distribute their own reports
New control tools applied to Business 95
ces to fit into other software
Support for a broad range of open source tools and commercial RDBMS,
them. Using just a web browser, users of the company work with a secure view of
databases and concepts
such as tables or unions. Users can also select multiple parameters to retrieve the
data they need. Can you store, share, schedule, and distribute their own reports
96 New Control tools applied to Business
Instant access to Portal: With JasperServer, authorized
and update reports, charts and crosstabs in JSR 168 portals known. JasperServer
includes a built based on Liferay Portal, the main server open source portal.
JasperServer supports JSR 168 portlet specification making it easier to tr
information and BI within your business to make better decisions, faster and higher
performance.
Forecast and Distribution of Reports
Many decisions are taken based on the results of standard reports "conservative."
JasperServer ensures that
expect and in its default format. JasperServer includes the characteristics of
forecasting and distribution:
Time-zone selection
The performance schedule begins and ends on the dates selected
Maximum number of repetitions
The report runs every [x] minutes, hours, days and weeks.
Schedule based on repetitions: every day / days / days of the month
Allows export to PDF, HTML, Excel, RTF
E-mail notifications with links to reports and optional rep
Located Reports
Many organizations operate globally. When it is not possible to standardize on a
single language, currency formats, date, number, etc., Reports local sensitive settings
can improve communication, and therefore business perfo
a single definition of a report can be localized to support multiple languages and data
formats, to ensure clarity in any language and location.
New Control tools applied to Business
Instant access to Portal: With JasperServer, authorized users can view, order,
and update reports, charts and crosstabs in JSR 168 portals known. JasperServer
includes a built based on Liferay Portal, the main server open source portal.
JasperServer supports JSR 168 portlet specification making it easier to tratamento da
information and BI within your business to make better decisions, faster and higher
orecast and Distribution of Reports
Many decisions are taken based on the results of standard reports "conservative."
JasperServer ensures that information flows to managers and reach users when they
expect and in its default format. JasperServer includes the characteristics of
forecasting and distribution:
zone selection
The performance schedule begins and ends on the dates selected
um number of repetitions
The report runs every [x] minutes, hours, days and weeks.
Schedule based on repetitions: every day / days / days of the month
Allows export to PDF, HTML, Excel, RTF
mail notifications with links to reports and optional reports attached.
ocated Reports
Many organizations operate globally. When it is not possible to standardize on a
single language, currency formats, date, number, etc., Reports local sensitive settings
can improve communication, and therefore business performance. With JasperServer,
a single definition of a report can be localized to support multiple languages and data
formats, to ensure clarity in any language and location.
users can view, order,
and update reports, charts and crosstabs in JSR 168 portals known. JasperServer
includes a built based on Liferay Portal, the main server open source portal.
atamento da
information and BI within your business to make better decisions, faster and higher
Many decisions are taken based on the results of standard reports "conservative."
information flows to managers and reach users when they
expect and in its default format. JasperServer includes the characteristics of
Schedule based on repetitions: every day / days / days of the month
orts attached.
Many organizations operate globally. When it is not possible to standardize on a
single language, currency formats, date, number, etc., Reports local sensitive settings
rmance. With JasperServer,
a single definition of a report can be localized to support multiple languages and data
Visualization
JasperReports provides a glance understanding of trends and anomalie
customizable graphical themes, users have control in the graphics. Tracks can also be
applied to existing reports, graphs and tables mando.Se JasperServer can integrate
easily with an external machine graphics and visualization, allowing the report
display information using maps or other advanced visualization techniques.
Benefits of choosing Professional JasperServer
o Many organizations prefer the benefits of Professional Edition:
or extensions of features
and more.
o Subscription of support commercial licenses that include indemnities and
guarantees.
o Release management cycles: this means that the Professional edition better
in fewer emissions throughout the
customers to plan upgrades in advance, reducing the effort required to update
New control tools applied to Business
tion:
JasperReports provides a glance understanding of trends and anomalie
customizable graphical themes, users have control in the graphics. Tracks can also be
applied to existing reports, graphs and tables mando.Se JasperServer can integrate
easily with an external machine graphics and visualization, allowing the report
display information using maps or other advanced visualization techniques.
Benefits of choosing Professional JasperServer
Many organizations prefer the benefits of Professional Edition:
or extensions of features: consultation and ad hoc reporting, portal support,
Subscription of support commercial licenses that include indemnities and
Release management cycles: this means that the Professional edition better
in fewer emissions throughout the year. Managing release cycles can allow
customers to plan upgrades in advance, reducing the effort required to update
New control tools applied to Business 97
JasperReports provides a glance understanding of trends and anomalies. With
customizable graphical themes, users have control in the graphics. Tracks can also be
applied to existing reports, graphs and tables mando.Se JasperServer can integrate
easily with an external machine graphics and visualization, allowing the reports to
Many organizations prefer the benefits of Professional Edition:
: consultation and ad hoc reporting, portal support,
Subscription of support commercial licenses that include indemnities and
Release management cycles: this means that the Professional edition better
Managing release cycles can allow
customers to plan upgrades in advance, reducing the effort required to update
98 New Control tools applied to Business
the software, and can minimize the risks in the deployment of changes in
plant production systems
o Can be integrated into other commercial
Part of Suite de JasperSoft Open Source Business Intelligence
JasperServer can be acquired and implemented by their own means.
JasperSoft Business Intelligence Suite, facilitates the administration, security, and
allows full capacity to deliver business intelligence to different user communities.
the needs of your organization grow and evolve, Jaspersoft provides clear ways to
leverage existing content, and infrastructures are patterns.
Analysis Jasper
JasperAnalysis allows business users to make sense of their multi
and does all the work that would be too difficult or too costly to be performed using
standard SQL-based reporting.
JasperAnalysis provides a powerful web
giving users the ability to analyze data with greater security for better decision
making and information extraction, exploring the causes, trends, patterns, anomalies
and correlations. JasperAnalysis leverages standard RDBMS technologies and
applications can be deployed against existing databases, operational data stores and
data warehouses.
New Control tools applied to Business
the software, and can minimize the risks in the deployment of changes in
plant production systems
an be integrated into other commercial software applications
Suite de JasperSoft Open Source Business Intelligence
JasperServer can be acquired and implemented by their own means. The modular
JasperSoft Business Intelligence Suite, facilitates the administration, security, and
full capacity to deliver business intelligence to different user communities.
the needs of your organization grow and evolve, Jaspersoft provides clear ways to
leverage existing content, and infrastructures are patterns.
Jasper
allows business users to make sense of their multi-dimensional data,
and does all the work that would be too difficult or too costly to be performed using
based reporting.
JasperAnalysis provides a powerful web-based online analytical processing (OLAP),
giving users the ability to analyze data with greater security for better decision
making and information extraction, exploring the causes, trends, patterns, anomalies
and correlations. JasperAnalysis leverages standard RDBMS technologies and
plications can be deployed against existing databases, operational data stores and
the software, and can minimize the risks in the deployment of changes in
The modular
JasperSoft Business Intelligence Suite, facilitates the administration, security, and
full capacity to deliver business intelligence to different user communities. As
the needs of your organization grow and evolve, Jaspersoft provides clear ways to
dimensional data,
and does all the work that would be too difficult or too costly to be performed using
ng (OLAP),
giving users the ability to analyze data with greater security for better decision
making and information extraction, exploring the causes, trends, patterns, anomalies
and correlations. JasperAnalysis leverages standard RDBMS technologies and
plications can be deployed against existing databases, operational data stores and
New control tools applied to Business 99
It complements and extends the power of JasperServer
Includes everything you need for: MySQL, Tomcat and Liferay Portal
Design or Drill-down (increase the level of detail), slice & says, pivot, filter,
and graphics.
Increase the level of detail through transactions
Ease of use by web interface
High Performance Engine or Server relational OLAP (ROLAP)
Industry standards MDX and XML
Row and column (cell) advanced security level
Pre-integrated with JasperServer business intelligence and reporting server
platform
Supports the wide range of open source and commercial solutions RDBMS,
application servers and operating systems (32-bit and 64-bit)
Analysis for all
When users request complex reports and graphs, it is time to deploy the data analysis.
If not used, users will export report data into spreadsheets for further analysis. This is
out of synchronization of data and, ultimately, frustrated users would ask for SQL-
intensive, and would report server overload.
Important Characteristic
Analytical operations
100 New Control tools applied to Business
Order through / within the hierarchy
Unhide rows / columns empty.
Exchange axes (swing).
View
Graphics.
Show Data Sources / Expand the level of detail.
Color-code exceptions Alerts
Change Data Cube
Filters
Show MDX Query
Configurable output to Excel or PDF
Administration OLAP Server
o Manage settings or OLAP server
o Clear the cache OLAP
o Security or permissions based on user roles.
Is it the first time you deploy OLAP?
The OLAP application is often associated with great teams, great vision, and time.
With Jaspersoft, you need a modest budget and some hot topics that must be
answered.
With Jaspersoft, you can use relational skills to apply to DBA OLAP. Also benefit
from an active online community and access to Jaspersoft implementing partners.
Learn, automatically, extract, transform and load data from operational systems into a
star schema, or data warehouse using datamart JasperETL.
Jasper ETL
There was a friendly GUI, called Talend very clear error
messages indispensable for fast ETL development.
JasperETL, with help from Talend, is one of the easiest ways to
use and achieve a better performance for data integration solutions, processing,
circulation, cleansing, and enrichment industries. This is a data integration platform
complete and ready to run, adaptable to organizations of all sizes. JasperETL is
appropriate for all analytical and operational needs of data integration, regardless of
their complexity.
In common with all products Jaspersoft Open Source Business Intelligence,
JasperETL can be used as stand
applications and systems.
We can say that working with Talend, JasperSoft provides a platform fo
integration called JasperETL. In short, there is nothing more than an ETL tool.
The purpose of this tool is:
• Simplify and automate data integration.
• Facilitate the operations with data integration processes.
New control tools applied to Business
friendly GUI, called Talend very clear error
messages indispensable for fast ETL development.
JasperETL, with help from Talend, is one of the easiest ways to
use and achieve a better performance for data integration solutions, processing,
nsing, and enrichment industries. This is a data integration platform
complete and ready to run, adaptable to organizations of all sizes. JasperETL is
appropriate for all analytical and operational needs of data integration, regardless of
In common with all products Jaspersoft Open Source Business Intelligence,
JasperETL can be used as stand-alone application to offer ETL capabilities for other
applications and systems.
We can say that working with Talend, JasperSoft provides a platform fo
integration called JasperETL. In short, there is nothing more than an ETL tool.
The purpose of this tool is:
Simplify and automate data integration.
Facilitate the operations with data integration processes.
New control tools applied to Business 101
use and achieve a better performance for data integration solutions, processing,
nsing, and enrichment industries. This is a data integration platform
complete and ready to run, adaptable to organizations of all sizes. JasperETL is
appropriate for all analytical and operational needs of data integration, regardless of
In common with all products Jaspersoft Open Source Business Intelligence,
alone application to offer ETL capabilities for other
We can say that working with Talend, JasperSoft provides a platform for data
integration called JasperETL. In short, there is nothing more than an ETL tool.
102 New Control tools applied to Business
• To cover the needs of businesses of all sizes (small, medium and large).
The main features of the tool are:
• Cross-platform: Windows, Unix and Linux.
• GUI: through the use of drag & drop components are formed, connections
and relationships.
• Code: generates components in code perl, Java or SQL as an approach to
ETL processes.
• Connectivity: native support for Oracle, DB2, MySQL, Sybase and Postgres.
ODBC connectivity to other databases:
• Scalability: supports grid processes.
• Debug in real time.
• Support flat files, xml, pop and ftp servers as sources of data sources.
There is a professional version of JasperETL which differs in the following features of
Open Source:
• Multi-user data repository.
• Subscription.
• Business license covering legal guarantees.
• Support for more platforms.
Simplify and automate data integration
Easy to create, manage and maintain data integration
processes
Advanced and intuitive graphical user interface
Suitable for small, medium and large organizations
Up to 50% faster with leading ETL tools performance
testing
commercial open source approach led to a full range of market needs
Improved reporting and analysis with better data
JasperETL simplifies and standardizes the movement and aggregation of data,
therefore, improved reporting and analysis of data from a d
data warehouse. JasperETL can routinely extract, transform, and load data from a
database with "star schema", is a safe and fast by the end user can interactively access
to reporting and data analysis.
New control tools applied to Business
Easy to create, manage and maintain data integration
Advanced and intuitive graphical user interface
Suitable for small, medium and large organizations
Up to 50% faster with leading ETL tools performance
ial open source approach led to a full range of market needs
Improved reporting and analysis with better data
JasperETL simplifies and standardizes the movement and aggregation of data,
therefore, improved reporting and analysis of data from a data center (data mart) or a
JasperETL can routinely extract, transform, and load data from a
database with "star schema", is a safe and fast by the end user can interactively access
to reporting and data analysis.
New control tools applied to Business 103
ial open source approach led to a full range of market needs
JasperETL simplifies and standardizes the movement and aggregation of data,
ata center (data mart) or a
JasperETL can routinely extract, transform, and load data from a
database with "star schema", is a safe and fast by the end user can interactively access
104 New Control tools applied to Business
Cost-Effectiveness D
Only 20% of companies worldwide use ETL tools to meet their needs for data
integration. These solutions often require significant resources to their complex
implementations and ongoing operations. The remaining companies use unwieldy
script written in Cobol, Java, Python, Bash, Perl, and other languages. These scripts
represent real ameaza to the integrity of information systems, present problems for
operations, maintenance, updating and robustness.
JasperETL integration platform provides a
and effectively carried out all operations required for data integration, such as data
consolidation, duplication, synchronization, quality, migration and changes in data
collection.
Key Components and actually acc
• Job Designer
of ETL processes and transformations.
• Map changes
assignments and complex transformations.
New Control tools applied to Business
Effectiveness Data Integration
Only 20% of companies worldwide use ETL tools to meet their needs for data
integration. These solutions often require significant resources to their complex
implementations and ongoing operations. The remaining companies use unwieldy
written in Cobol, Java, Python, Bash, Perl, and other languages. These scripts
represent real ameaza to the integrity of information systems, present problems for
operations, maintenance, updating and robustness.
JasperETL integration platform provides a complete and ready to run, economically
and effectively carried out all operations required for data integration, such as data
consolidation, duplication, synchronization, quality, migration and changes in data
Key Components and actually account
Job Designer - provides a graphical editor and a view of the functions
of ETL processes and transformations.
Map changes - provide you with a graphical editor and view
assignments and complex transformations.
Only 20% of companies worldwide use ETL tools to meet their needs for data
integration. These solutions often require significant resources to their complex
implementations and ongoing operations. The remaining companies use unwieldy
written in Cobol, Java, Python, Bash, Perl, and other languages. These scripts
represent real ameaza to the integrity of information systems, present problems for
complete and ready to run, economically
and effectively carried out all operations required for data integration, such as data
consolidation, duplication, synchronization, quality, migration and changes in data
provides a graphical editor and a view of the functions
provide you with a graphical editor and view
• Debugging in real time
statistics and steps throughout the manufacturing process in real
time.
• Business Modeler (Business Modeler)
view of business information workflow.
• Numerous Connectors (30 +)
data sources including flat files, XML files, all databases, web services, POP and
FTP servers, and more.
• Wizards - metadata configuration wizards that help configure heterogeneous
data sources and complex file formats including the position, delimiters
RegExp, XML, and LDIF data.
Jasper Studio e iReport
iReport is a graphical tool for report designers, developers, and users.
provides complete coverage of all the reporting capabilities in JasperReports,
New control tools applied to Business
ebugging in real time - Allows the Follow up of ETL
statistics and steps throughout the manufacturing process in real
Business Modeler (Business Modeler) - Provides a graphical
view of business information workflow.
Numerous Connectors (30 +) - allows input and output, and face differe
data sources including flat files, XML files, all databases, web services, POP and
FTP servers, and more.
metadata configuration wizards that help configure heterogeneous
data sources and complex file formats including the position, delimiters
RegExp, XML, and LDIF data.
Jasper Studio e iReport
iReport is a graphical tool for report designers, developers, and users.
provides complete coverage of all the reporting capabilities in JasperReports,
New control tools applied to Business 105
allows input and output, and face different
data sources including flat files, XML files, all databases, web services, POP and
metadata configuration wizards that help configure heterogeneous
data sources and complex file formats including the position, delimiters, CSV,
iReport is a graphical tool for report designers, developers, and users. iReport
provides complete coverage of all the reporting capabilities in JasperReports,
106 New Control tools applied to Business
JasperServer, and Jasper4Salesforc
pixel perfect reports plant production, and remote management JasperServer store.
Design and implementation of reports with ease
• Greatly simplifies the creation of report definitions JasperReports,
JasperServer, and Jasper4Salesforce
• Allows users to create, test and run reports of desktop environments
• Suitable for users, report designers and developers
• Available both as a NetBeans plugin and a standalone application
• Pre-integrated with JasperServer an
• Available data connector salesforce.com
New Control tools applied to Business
JasperServer, and Jasper4Salesforce, including the creation of parameterized reports,
pixel perfect reports plant production, and remote management JasperServer store.
Design and implementation of reports with ease
Greatly simplifies the creation of report definitions JasperReports,
sperServer, and Jasper4Salesforce
Allows users to create, test and run reports of desktop environments
Suitable for users, report designers and developers
Available both as a NetBeans plugin and a standalone application
integrated with JasperServer and Jasper4Salesforce
Available data connector salesforce.com
e, including the creation of parameterized reports,
pixel perfect reports plant production, and remote management JasperServer store.
Greatly simplifies the creation of report definitions JasperReports,
Allows users to create, test and run reports of desktop environments
Graph report and graph designer
o Easy to use, drag and drop. WYSIWIG report designer
o Complete library of chart types.
o Charts whose builders are SQL and MDX queries
o Integrated support barcode
footer, summary, detail, and page, column and group headers and footers
Multi-format
o Preview real-time report to expedite the report
o Support for all enterprise data sources
Complex reports easily made
o Design or sub
o
o Condicional of print
o Builder expressions or syntax checker via color codes, list of
methods, and assistants
o Multiple data sources or multiple types in a report
New control tools applied to Business
Graph report and graph designer
Easy to use, drag and drop. WYSIWIG report designer
Complete library of chart types.
harts whose builders are SQL and MDX queries
Integrated support barcode section to include bands or background title;
footer, summary, detail, and page, column and group headers and footers
time report to expedite the report
Support for all enterprise data sources
Complex reports easily made
r sub-complex reports and dashboards
of print
expressions or syntax checker via color codes, list of
methods, and assistants
Multiple data sources or multiple types in a report
New control tools applied to Business 107
section to include bands or background title;
footer, summary, detail, and page, column and group headers and footers
108 New Control tools applied to Business
Internationalizable and localizable
o Builder reporting or located through the user interface
Technical features
o Pre-integrated with JasperServer reporting and BI server store.
o Available with the integration of Jasper4Sale
o Available as a standalone application or a plug
o Built with support for JDBC, EJB, POJO, Hibernate, MDX, XML, and
custom data sources
o Customize the terms defined in Java or Groovy
Jasper Reports
This tool is produto takes
called iReports (view above) for the development of reports.
New Control tools applied to Business
ationalizable and localizable
o Fully localized reports - one report
definition, multiple languages and locations
Builder reporting or located through the user interface
integrated with JasperServer reporting and BI server store.
Available with the integration of Jasper4Salesforce repository
Available as a standalone application or a plug-in NetBeans
Built with support for JDBC, EJB, POJO, Hibernate, MDX, XML, and
custom data sources
Customize the terms defined in Java or Groovy
Jasper Reports
This tool is produto takes longer on the market. It has a tool
called iReports (view above) for the development of reports.
one report
definition, multiple languages and locations
Built with support for JDBC, EJB, POJO, Hibernate, MDX, XML, and
This project began in 2001 as a personal project of Teodor Danciu. In hindsight it was
acquired by JasperReports to meet reporting requirements and to be part
itself together with Jasper Server.
streamline reporting.
The reporting mechanism is the following scheme:
Important details regarding the other solutions:
• In order to view reports generated
• In case you need to modify an existing report you need to recompile the
report.
New control tools applied to Business
This project began in 2001 as a personal project of Teodor Danciu. In hindsight it was
acquired by JasperReports to meet reporting requirements and to be part of the suite
itself together with Jasper Server. It has a Java editor that allows iReports called
The reporting mechanism is the following scheme:
Important details regarding the other solutions:
In order to view reports generated by iReport these should be compiled.
In case you need to modify an existing report you need to recompile the
New control tools applied to Business 109
This project began in 2001 as a personal project of Teodor Danciu. In hindsight it was
of the suite
It has a Java editor that allows iReports called
by iReport these should be compiled.
In case you need to modify an existing report you need to recompile the
110 New Control tools applied to Business
That is, it is necessary to necessarily pass through the intermediate stage of
compilation. The report viewer is done in swing, the same w
editor.
JasperReports: the most popular Java reporting system in the world
• Books 100% Java reporting for superior portability.
• Dashboards, tables, crosstabs, and charts
• Pixel-perfect, complex designs for display or printing
• Flexible and extensible data sources, a variety of output formats
• High performance and scalability
• Standards based on Java and XML
• Community of report designers and developers the world's largest.
¿Large and complex reports
JasperReports handles all
reports, reports and cross references, etc.. Unlike most reporting solutions, enables
virtualization JasperReport capacity production of reports arbitrarily long, limited
only by available disk sto
outlets printed reports, and this is the reason that is often used for invoices, reports
and other complex plant production.
New Control tools applied to Business
That is, it is necessary to necessarily pass through the intermediate stage of
The report viewer is done in swing, the same way as the report
the most popular Java reporting system in the world
Books 100% Java reporting for superior portability.
Dashboards, tables, crosstabs, and charts
perfect, complex designs for display or printing
d extensible data sources, a variety of output formats
High performance and scalability
Standards based on Java and XML
Community of report designers and developers the world's largest.
Large and complex reports? No problem!
JasperReports handles all forms of complexity, including multiple data sources, sub
reports, reports and cross references, etc.. Unlike most reporting solutions, enables
virtualization JasperReport capacity production of reports arbitrarily long, limited
only by available disk storage resources. JasperReports provides Web outlets and
outlets printed reports, and this is the reason that is often used for invoices, reports
and other complex plant production.
That is, it is necessary to necessarily pass through the intermediate stage of
ay as the report
forms of complexity, including multiple data sources, sub-
reports, reports and cross references, etc.. Unlike most reporting solutions, enables
virtualization JasperReport capacity production of reports arbitrarily long, limited
rage resources. JasperReports provides Web outlets and
outlets printed reports, and this is the reason that is often used for invoices, reports
New control tools applied to Business 111
View: Visit the Interactive Report Gallery
Report Designer
The graphic designer including with JasperReports iReport Professional is easy to use
and provides complete coverage of all the capabilities of JasperReports. Managers
and report designers also appreciate the ability to use the designer to retrieve, store
and modify reports when used with JasperServer and Jasper4Salesforce.
Important features
Dashboards, tables, crosstabs, charts and gauges
Based on Web
Report output in PDF, XML, HTML, CSV, XLS, RTF, TXT, and Flash
Oriented to the production page or screen or print
Integrated barcode support
Text with possibility of rotation
Style Libraries
Drill-through / hypertext links, including support for PDF
There is no limit to the size of report
112 New Control tools applied to Business
Comprehensive library of chart types including meter charts, thermometers,
Builder expressions with syntax checker, objects, list of methods, and
assistants
Graphics Construtora are queries whose SQL and MDX
Available in stand
Create, test and run JasperReports from the desktop environment with
iterative report preview
Pre-integrated with JasperServer repository
New Control tools applied to Business
Comprehensive library of chart types including meter charts, thermometers,
and graphs of several axes.
expressions with syntax checker, objects, list of methods, and
Graphics Construtora are queries whose SQL and MDX
stand-alone or plug-in NetBeans
Create, test and run JasperReports from the desktop environment with
iterative report preview
integrated with JasperServer repository
Comprehensive library of chart types including meter charts, thermometers,
expressions with syntax checker, objects, list of methods, and
Create, test and run JasperReports from the desktop environment with
New control tools applied to Business 113
On the issue of development of JasperReports
JasperReports Developer Edition offers the same package and JasperReports
Professional services, but is low cost to the developer. JasperReports Developer
Edition is ideal for organizations that want to fully display the capabilities of the
reports for developers.
JasperReports Developer Edition offers license terms that are more attractive to
developers:
• Support the chosen subscription
• Commercial license that includes indemnification and warranties
114 New Control tools applied to Business
4.9 PENTAHO
[23,24,25,26,27,28,29] Pentaho defined itself
as a BI platform "solution-oriented" and
"focus on processes."
A major lines:
• Pentaho provides enterprise reporting capabilities, data analysis, dashboards,
data mining and workflow (workflow).
• Provides flexible deployment options, which allows you to use only the
necessary components and customizing BI solutions within a comprehensive
development platform for Business Intelligence.
• Some of these components for years have been consolidated in the world of
free software and use it spread quickly.
• The platform has a number of tutorials and patterns that facilitate their use.
Components’s PENTAHO
Pentaho Corporation is the primary sponsor and owner of the Pentaho BI project. The
project is an ongoing initiative of the Open Source community that provides
organizations with better solutions for the needs of Business Intelligence.
Pentaho solutions are written in Java and have a deployment environment also based
on Java. This makes Pentaho is a very flexible solution to meet a wide range of
business needs, both typical as bu
Pentaho BI platform provides critical services including programming, security,
integration, and workflow automation, providing end
place to manage and maintain the deplo
Intelligence.
• Integration with business processes.
• Manage and reporting program performance.
• Manage user security.
Pentaho is built around the JBoss application server, making
all information is accessible th
formats (HTML, EXCEL, PDF) by JFreeReport1, recently joined Pentaho project, or
other platforms such as JasperReports and BIRT. For the generation of PDF's using
the popular Apache FOP2. Also, the library in
can see OLAP cubes through a browser and perform the typical applications of OLAP
analysis (down3 drill, slice and di4 ,...). It will then consider the various modules that
make up the platform.
Pentaho Reporting
Most companies use reports to display results. Pentaho
Reporting is a reporting module that offers the right
solution to the needs of users.
the JFreeReport project that allows:
• Generate reports in an easy and high quality.
New control tools applied to Business
Pentaho Corporation is the primary sponsor and owner of the Pentaho BI project. The
project is an ongoing initiative of the Open Source community that provides
better solutions for the needs of Business Intelligence.
Pentaho solutions are written in Java and have a deployment environment also based
on Java. This makes Pentaho is a very flexible solution to meet a wide range of
business needs, both typical as business-specific (data analysis, reporting, etc). The
Pentaho BI platform provides critical services including programming, security,
integration, and workflow automation, providing end-user skills and offers a central
place to manage and maintain the deployment of the company in relation to Business
Integration with business processes.
Manage and reporting program performance.
Manage user security.
Pentaho is built around the JBoss application server, making
all information is accessible through a web browser. Presents reports in popular
formats (HTML, EXCEL, PDF) by JFreeReport1, recently joined Pentaho project, or
other platforms such as JasperReports and BIRT. For the generation of PDF's using
the popular Apache FOP2. Also, the library incorporates JPivot, through which we
can see OLAP cubes through a browser and perform the typical applications of OLAP
analysis (down3 drill, slice and di4 ,...). It will then consider the various modules that
Pentaho Reporting
t companies use reports to display results. Pentaho
Reporting is a reporting module that offers the right
solution to the needs of users. It is a solution based on
the JFreeReport project that allows:
Generate reports in an easy and high quality.
New control tools applied to Business 115
Pentaho Corporation is the primary sponsor and owner of the Pentaho BI project. The
project is an ongoing initiative of the Open Source community that provides
better solutions for the needs of Business Intelligence.
Pentaho solutions are written in Java and have a deployment environment also based
on Java. This makes Pentaho is a very flexible solution to meet a wide range of
specific (data analysis, reporting, etc). The
Pentaho BI platform provides critical services including programming, security,
user skills and offers a central
yment of the company in relation to Business
Pentaho is built around the JBoss application server, making
Presents reports in popular
formats (HTML, EXCEL, PDF) by JFreeReport1, recently joined Pentaho project, or
other platforms such as JasperReports and BIRT. For the generation of PDF's using
corporates JPivot, through which we
can see OLAP cubes through a browser and perform the typical applications of OLAP
analysis (down3 drill, slice and di4 ,...). It will then consider the various modules that
116 New Control tools applied to Business
• The distribution of test results in multiple formats, and that all reports
include the option to print or export to PDF, XLS, HTML and text.
• Scheduling tasks and reports automatically execute a certain frequency
The general characteristics are:
• Provides critical functionalities for end users:
o via web access.
o parameterized reports.
o Planning.
o Subscriptions.
o Distribution (bursting).
• Provides clear benefits specialists reports:
o Access to heterogeneous data sources: relational (via JDBC),
OLAP, XML, transformations in Pentaho Data Integration.
o Capacity for integration into applications to portals: jsp, portlet,
web service.
o Definition modular reporting (distinction between presentation and
consultation)
• Flexible Report Design
o Graphic design environment.
o Ability to use patterns.
o Relational data access, OLAP and XML.
• Developed to:
o To be embedded.
o Be easy to extend.
o Not consume many resources.
o 100% Java: portability, scalability and integration.
• Cross-platform (both client and server): mac, linux / unix and
There are three products with different approaches aimed at different types of
users:
1. Pentaho Report Designer: Eclipse
and customizability of reports according to business needs for developers.
Includes wizards for easy configuration of properties. It is structured so that
developers can access their benefits quickly. It includes a query editor to
facilitate the compilation of the data to be used in a report.
2. Pentaho Report Design Wizard: report desi
and allows users to get results immediately. It is
aimed at users with less expertise.
Through simple steps to:
• Connect to any kind of relational databases.
• Integrate the results into the pentaho portal.
• Ability to mount t
3. Web ad-hoc reporting
ability of end users to create reports from pre
wizard.
Below is an example of a report:
New control tools applied to Business
Developed to:
be embedded.
Be easy to extend.
ot consume many resources.
100% Java: portability, scalability and integration.
platform (both client and server): mac, linux / unix and
There are three products with different approaches aimed at different types of
1. Pentaho Report Designer: Eclipse-based editor with professional, quality
and customizability of reports according to business needs for developers.
wizards for easy configuration of properties. It is structured so that
developers can access their benefits quickly. It includes a query editor to
facilitate the compilation of the data to be used in a report.
Pentaho Report Design Wizard: report design tool that makes work easier
and allows users to get results immediately. It is
aimed at users with less expertise.
Through simple steps to:
Connect to any kind of relational databases.
Integrate the results into the pentaho portal.
Ability to mount traffic light coding.
hoc reporting: Similar to the previous tool, but via the web. Extends the
ability of end users to create reports from pre-configured patterns and using a creation
Below is an example of a report:
New control tools applied to Business 117
Windows
There are three products with different approaches aimed at different types of
based editor with professional, quality
and customizability of reports according to business needs for developers.
wizards for easy configuration of properties. It is structured so that
developers can access their benefits quickly. It includes a query editor to
facilitate the compilation of the data to be used in a report.
gn tool that makes work easier
: Similar to the previous tool, but via the web. Extends the
configured patterns and using a creation
118 New Control tools applied to Business
Analysis Pentaho
Pentaho Analysis provides users an advanced system of analysis. Using pivot tables
(pivot tables, crosstabs), generated by Mondrian and JPivot, the user can navigate
through the data, adjusting the view of data, display filters, adding or removing fields
added. The data can be represented as SVG or Flash, dashboards, or they can be
integrated with data mining systems and web portals (portlets). In addition, Microsoft
Excel Analysis Services, you can analyze the dynamic data in Microsoft Excel (using
the server connection and Mondrian OLAP).
Análise Pentaho helps operate with maximum effectiveness to gain insight and
understanding necessary to make optimal decisions.
The general characteristics are:
New control tools applied to Business 119
• View dimensional data (eg sales, per period)
• Browse and explore
o Ad Hoc Analysis
o Drill-down
o Select a specific member or to analyze
• Interacting with High Performance
o Technology optimized for interactive response
Below is an example of Pentaho Analysis:
120 New Control tools applied to Business
That is, the functionality for processing (OLAP) uses two applications: the Mondrian
OLAP server, which combined with JPivot, allow:
• Perform querys to datamarts,
• The results should be presented with a
• What the user can drill down and perform other typical sailing.
Mondrian works on standard databases market: Oracle, DB2, SQL
Postgre ... which enables and facilitates the development of business based on the
Pentaho platform.
JPivot is considered a "sister project" of
JPivot
Pentaho Dashboards
All components of Pentaho Reporting and Pentaho module analysis can be part of a
Dashboard. In Pentaho Dashboards is very easy to incorporat
graphs, charts and reports, and integrate with JSP Portlets, where you can view
reports, OLAP graphing and analysis.
Provides immediate insight into individual performance, departmental or enterprise
level. It also provides an attr
allowing critical information they need to understand and improve organizational
performance. We emphasize that allows you to:
New control tools applied to Business
Perform querys to datamarts,
The results should be presented with a browser.
What the user can drill down and perform other typical sailing.
Mondrian works on standard databases market: Oracle, DB2, SQL-Server, MySQL,
which enables and facilitates the development of business based on the
is considered a "sister project" of Mondrian. By joining Mondrian also hico
Pentaho Dashboards
All components of Pentaho Reporting and Pentaho module analysis can be part of a
In Pentaho Dashboards is very easy to incorporate a variety of types of
graphs, charts and reports, and integrate with JSP Portlets, where you can view
reports, OLAP graphing and analysis.
Provides immediate insight into individual performance, departmental or enterprise
level. It also provides an attractive and intuitive visual interface, users of business,
allowing critical information they need to understand and improve organizational
We emphasize that allows you to:
New control tools applied to Business 121
Server, MySQL,
which enables and facilitates the development of business based on the
Mondrian. By joining Mondrian also hico
All components of Pentaho Reporting and Pentaho module analysis can be part of a
e a variety of types of
graphs, charts and reports, and integrate with JSP Portlets, where you can view
Provides immediate insight into individual performance, departmental or enterprise
active and intuitive visual interface, users of business,
allowing critical information they need to understand and improve organizational
122 New Control tools applied to Business
• The identification of some key metrics (KPI's, Key Performance Indicators)
o Monitoring / Metrics
• Investigate underlying details
o Details of reports or support
• Exception Monitoring
o Alerts based on business rules
Below is an example of Pentaho Dashboards:
Pentaho, relies on JFreeChart, a graphics library for generating most common (2D,
3D, bars, lines, time series, Gantt ...), interfaces to access different data sources,
export to PNG, JPEG and PDF and
The dashboards are an own development of Pentaho. They collect information on all
platform components including external applications, RSS feeds and web pages.
Include management and content filtering, and role
integrated into third party applications, portals or within the Pentaho platform
Pentaho- Integra
Many organizations have information available on applications and separate
databases. Pentaho Data Integration is open, clean
information and puts it in the hands of the user. Provides a consistent, single version
of all information resources, which is one of the biggest challenges for IT
organizations today. Pentaho Data Integration provides a powerf
Transformation and Loading).
Using large kettle avoids manual workloads, often difficult to maintain and deploy.
New control tools applied to Business
Pentaho, relies on JFreeChart, a graphics library for generating most common (2D,
3D, bars, lines, time series, Gantt ...), interfaces to access different data sources,
export to PNG, JPEG and PDF and support for servlets, JSPs, applets and APIs
The dashboards are an own development of Pentaho. They collect information on all
platform components including external applications, RSS feeds and web pages.
Include management and content filtering, and role-based security drill down. Can be
integrated into third party applications, portals or within the Pentaho platform
Integration data
Many organizations have information available on applications and separate
databases. Pentaho Data Integration is open, clean and integrate this valuable
information and puts it in the hands of the user. Provides a consistent, single version
of all information resources, which is one of the biggest challenges for IT
organizations today. Pentaho Data Integration provides a powerful ETL (Extraction,
Transformation and Loading).
Using large kettle avoids manual workloads, often difficult to maintain and deploy.
New control tools applied to Business 123
Pentaho, relies on JFreeChart, a graphics library for generating most common (2D,
3D, bars, lines, time series, Gantt ...), interfaces to access different data sources,
rvlets, JSPs, applets and APIs
The dashboards are an own development of Pentaho. They collect information on all
platform components including external applications, RSS feeds and web pages.
ty drill down. Can be
integrated into third party applications, portals or within the Pentaho platform.
Many organizations have information available on applications and separate
and integrate this valuable
information and puts it in the hands of the user. Provides a consistent, single version
of all information resources, which is one of the biggest challenges for IT
ul ETL (Extraction,
Using large kettle avoids manual workloads, often difficult to maintain and deploy.
124 New Control tools applied to Business
The architecture of Pentaho Data Integration is represented by the following scheme:
Besides being open source and without licensing costs, the basic features of this tool
are:
• Graphical development environment.
• Using standard technologies: Java, XML, JavaScript.
• Easy to install and configure.
• Multi-Platform: Windows, Macintosh, Linux
• Based on two types of objects: Transformations (collection of steps in an
ETL process) and work (collection of transformations).
In summary, Kettle is a Belgian draft includes a set of tools for ETL (Extraction,
Transformation and Loading). One objective is that the ETL project is easy to build,
maintain and deploy.
It consists of four tools:
• SPOON: to graphically design ETL processing.
• PAN: executes the transformations designed with SPOON.
• CHEF: allows, through a graphical interface, design load control data
including job status.
• KITCHEN: allows you to run batch jobs designed with Chef.
Pentaho is incorporating the technology Weka, Penta
defined.
Weka is a comprehensive and integrated tool that includes tools for processing the
data, sorting tasks, regression, clustering, association and visualization.
Data Mining
It is the process of executing the data completely
significant patterns and correlations that may be hidden at first sight. This can be used
New control tools applied to Business
mary, Kettle is a Belgian draft includes a set of tools for ETL (Extraction,
Transformation and Loading). One objective is that the ETL project is easy to build,
It consists of four tools:
: to graphically design ETL processing.
: executes the transformations designed with SPOON.
: allows, through a graphical interface, design load control data
including job status.
: allows you to run batch jobs designed with Chef.
Pentaho is incorporating the technology Weka, Pentaho roadmap explicitly
is a comprehensive and integrated tool that includes tools for processing the
data, sorting tasks, regression, clustering, association and visualization.
Data Mining
It is the process of executing the data completely sophisticated algorithms, revealing
significant patterns and correlations that may be hidden at first sight. This can be used
New control tools applied to Business 125
mary, Kettle is a Belgian draft includes a set of tools for ETL (Extraction,
Transformation and Loading). One objective is that the ETL project is easy to build,
: allows, through a graphical interface, design load control data
: allows you to run batch jobs designed with Chef.
ho roadmap explicitly
is a comprehensive and integrated tool that includes tools for processing the
sophisticated algorithms, revealing
significant patterns and correlations that may be hidden at first sight. This can be used
126 New Control tools applied to Business
to help understand what is best for the business and exploit the performance of this in
a completely predicting future analysis.
It is characterized by:
• Discover hidden patterns and correlations in the data.
• Prevent future events based on historical patterns
• To have the technology:
o Powerful Data Mining Engine
o Graphic Design Tools
o Security and Compliance
o Web Services, Repositories and XML-based definitions
o Performance and scalability
New control tools applied to Business 127
4.10 Comparative analysis
After preliminary study of the various tools will try to assess in a quantitative manner
different features to see which would best score and choose well, the tool that will
develop the demo. Previously, he will realize aspects of each of the chosen tools to
identify, seeing finally that agrees with that obtained higher scores on the quantitative
scale performed.
After the study, download and installation of the necessary documentation to
know BSPG (http://bspg.sourceforge.net), we decided to discard this tool as
compared to the other has more points against them. For example:
o It provides design tools or facilities to build reports and
dashboards in an easy friendly and complete.
o Requires manual programming in PHP, which involves a
very elaborate work to achieve results fairly productive, which
means that does not compensate at development-time results,
compared with that offered by other tools.
After documenting the BEE Project tool, we chose to discard it because it
offers the same options and facilities that the other tools. To this we add the
fact that the project currently stands, without updates, so we decided to go in
the analysis of other tools.
Report JET began as an open source project, but that project is currently in
use, evolved and became an exclusive tool. It also allows friends easily
design reports, using predefined patterns, but does not go alllá, and we are
left with the inability to create dashboards and other relevant information
analysis. For these reasons we decided to discard this tool.
128 New Control tools applied to Business
BIRT was one of the pre-selected tools, but after thorough review of other
tools, it was decided to discard it, since it allows to develop complex reports
but limited level dashboard.
After installation and configuration of Spago BI, and its subsequent
implementation, we decided to pre-select this tool to deepen their study,
since it is one of the most comprehensive and covers more functionality.
Providing designers and components to be used according to the needs of
each.
After studying and testing the tool Openi it was decided to pre-select, as it
provides an easy and friendly environment, with results compiled.
Furthermore, since it depends on the above projects, it was decided to choose
this tool since the technologies offered and with which it reuses other open
source projects, it becomes a very comprehensive tool.
After installing and testing Jasper Soft BI
(http://jasperforge.org/sf/projects/jasperintelligence), is among the pre-
selected. It offers more functionality and ease of use BSPG or Bee Project.
Pentaho because of its power and especially the wide range of features it
offers, including those designed to perform tasks of all kinds, and providing
facilities for this, is the choice among all others and chosen to make and
show a practical demo. Thus ruling out the pre-selected (Spago BI, BI Jasper
Soft, Openi) in the first stage since it is considered more complete.
Was undertaken to assess aspects of approach to the tool configuration and power
information in order to obtain an objective assessment of each. Rating 0-10 in various
aspects. The table is the end of this epigram shows the results.
Pentaho: This tool was the first to be studied, and because of its power and
variety of herramietnas offering is selected.
Justification:
1. Approach to the tool
New control tools applied to Business 129
o Documentation: the quantity and quality of the documentation
found on the tool Pentaho was a very important point to consider
when selecting the tool, and was the best documentation.
o Forums: there are many helpful forums, in which doubts resolved
with agility.
o Examples / Demos On-line: on-line demo and downloadable guide
to help you try and add their own examples.
o Updates: This tool provides regular updates, by no means a final
draft, and are available on the official website.
2. Configuration
o Complejidade: the configuration is tricky but not difficult, since
there are lots of possibilities. And since it has lots of proprietary
tools and integrating them understand the use of each one also takes
time.
o Installation: the complexity of the installation of the tool is minimal,
because it has a guide and a wizard to install the tool and its
applications.
o Publication: reports and dashboards to hang the demo on-line
following a series of steps specified in the documentation,
publishing their own reports in a rather straightforward.
o Ease of Use: once the tool is programmed with the graphs and
reports required, it is easy to use, since it is very intuitive.
o BD Support: Supports large number of systems administrators
database: MySQL, Microsoft Access, PostgreSQL, SQL Server,
DB2, and others.
o Operating Systems supported: multi –plataform
3. Information Power
o Analysis, Reporting, Dashboards, which provide a high informative
power, high quality and important graphics.
130 New Control tools applied to Business
o Graphical Interface: it is programmable, so will a larger effort to
make it to everyone's taste, but is completely customizable, and
everything you want is to be programmed.
o Navigation: allows any type of navigation in every way and by any
criteria available.
BSPG:
After the study, download and install the tool we chose to discard it.
Justification:
1. Approach to the tool
o Documentation: not available a wealth of information.
Only steps for installation.
o Forums: not too active.
o Examples / Demos On-line: The demo is poor and does not
show the quality of the tool.
o Updates: no.
2. Configuration
o Complexity and Installation is an easy to configure and install, does
not cause major problems.
o Publication: there is no documentation for producing publications
of reports and dashboards, but allowed.
o Ease of Use: very easy to use tool.
o DB Support: PostgreSQL.
o Operating Systems Supported: Windows
3. Information Power
o Analysis: dashboards that provide little information
o Reports, Dashboards, graphical interface and navigation of average
quality.
New control tools applied to Business 131
OpenI: A study of the tool was decided pre-selected because it is fairly
complete for OLAP analysis, dashboards and allows easily create and easy
user interaction with the environment. Subsequently, the tool was discarded
because, faced with Pentaho does not offer the same opportunities.
Justification:
1. Approach to the tool
• Documentation: available quality information. Installation Guides.
• Forums: not too active.
• Examples / Demos On-line: full demo and many examples
• Updates: Regular updates
2. Configuration
• Complexity of configuration is important because it is necessary to
modify files manually and this is a delicate task.
• Installation is an easy to install, does not cause major problems.
• Publication: easy to make publications
• Ease of Use: very easy to use tool.
• DB Support: MySQL, Microsoft Access, PostgreSQL, SQL Server,
DB2, and others.
• Operating Systems supported: multi
3. Information Power
• Analysis: dashboards that provide little information
• Reports: are entirely statistical.
• Dashboards: easy generation
• Graphical Interface and Navigation of medium to high quality.
• Allows the user to easily interact dynamically.
132 New Control tools applied to Business
JasperSoft: This was one of the pre-selected tools, as it is comprehensive
and easy to use. But ultimately, was discarded because compared with
Pentaho have less power and quality of solutions.
Justification:
1. Approach to the tool
Documentation: available quality information. Installation Guides. Forums: active and helpful. Examples / Demos On-line: pucos examples available Updates: Regular updates or Setup
2.Configuration
Complex configuration is important because it is necessary to
modify files manually and this is a delicate task. Installation is an easy to install, does not cause major problems. Publication: easy to make publications
3. Ease of Use: it is necessary to be clear on the steps to generate dashboards
and management tool. Once you are clear about the steps it is easier to use. DB Support: MySQL, Microsoft Access, PostgreSQL, SQL Server,
DB2, and others Operating Systems supported: multi or Power Information Analysis: dashboards that provide little information Reports: Quality
Dashboards: fairly static, compared with those of other selected
tools.
Graphical Interface: medium-high quality
Navigation: limited
New control tools applied to Business 133
Birt: This was one of the pre-selected tools, but after thorough review of
other tools, it was decided to discard it, because it allows very complex reports,
dashboards level but is very limited.
Justification:
1. Approach to the tool
• Documentation: available information quality. Installation Guides.
• Forums: Active
• Examples / Demos On-line: a few examples available
• Updates: Regular updates
2. Setup
• Complexity of configuration is important
• Installation: Installation is a tool not entirely intuitive
• Publication: easy to make publications
3. Ease of Use: It is a complex tool when used.
• DB Support: MySQL, Microsoft Access, PostgreSQL, SQL Server,
DB2, and others.
• Operating Systems supported: multi
4. Power Information
• Analysis: poor
• Reports: a lot of quality
• Dashboards: poor and static
• Graphical Interface: medium quality
• Navigation: limited
ReportJet: This tool allows you to easily design reports using predefined
patterns, but does not go beyond, it offers the ability to create dashboards
and other types of analysis. For this reason we decided to discard it.
134 New Control tools applied to Business
Justification:
1. Approach to the tool
• Documentation: little documentation available • Forums: Non-active • Examples / Demos On-line: many examples of reports • Updates: Regular
2. Setup
• Configuration is important complexity • Installation: Installation is a tool not entirely intuitive • Publication: journals perform complex • Ease of Use: it is a fairly intuitive tool when used. • DB Support: MySQL, Microsoft Access, PostgreSQL, SQL
Server, DB2, and others. • Operating Systems supported: multi-plataform
3. Power Information
• Analysis: does not allow • Reports: a lot of quality • Dashboards: does not allow • Graphical Interface: friendly • Navigation: very limited
SpagoBI: SpagoBI: After installation and configuration of this tool to
choose it was decided to deepen their study, since it is one of the most
comprehensive and covers more functionality, providing components for use
according to user needs.
Justification:
1. Approach to the tool
New control tools applied to Business 135
• Documentation: the quantity and quality of the documentation found
on the tool is a very important point to take into account when
selecting the tool, provides large quantity of documentation.
• Forums: there are many grand forums help, they solve questions with
great skill.
• Examples / Demos On-line: On-lne demo and downloadable guide to
help you try and add their own examples.
• Updates: This tool provides regular updates, by no means a final draft,
and are available on the official website.
2. Setup
• Complexity: the setting is delicate but not complicated, as there
are lots of possibilities. And since it has lots of proprietary tools
and integrating them understand the use of each one also takes
time.
• Installation: The installation complejidade the herramietna is
minimal, because it has a guide and a wizard to do it.
• Publication: reports and dashboards to hang the demo on-line
following a series of steps specified in the documentation,
publishing their own reports in a rather straightforward.
3. Ease of Use: once the tool is programmed with the graphs and reports
required, it is easy to use, since it is very intuitive.
• BD Support: Supports large number of systems administrators
database: MySQL, Microsoft Access, PostgreSQL, SQL Server,
DB2, and others.
• Operating Systems supported: multi-plataform
4. Power Information
• Analysis, Reporting, Dashboards, which provide a high informative
power, high quality and important graphics.
136 New Control tools applied to Business
• Graphical Interface: Provides a portal for high quality graphics, very
friendly and intuitive to the end user.
• Navigation: allows any type of navigation in every way and by any
criteria available.
BEE Project: After the study of this tool we chose to discard it because it
offers the same options and facilities than others.
Justification:
1. Approach to the tool
• Documentation: little documentation available • Forums: Non-active • Examples / Demos On-line: a few examples available • Updates: not available
2. Setup • Complexity of configuration is important • Installation: Installation is a tool not entirely intuitive • Publication: journals perform complex
3. Ease of Use: It is not intuitive • Support BD: limited • Operating Systems supported: not platform
4. Power Information • Analysis: limited • Reports: medium quality • Dashboards: very limited • Graphical Interface: poor • Navigation: limited
New control tools applied to Business 137
Approach tool Setup Power Information
D
ocum
enta
tio
n Fo
rum
s
Exam
ples
Upd
ates
Com
plex
ity
Con
figur
aton
In
stal
latio
n
Publ
icat
ion
Usa
bilit
y
BD
S.O
.
Ana
lysi
s
Rep
ort
Das
hboa
rds
Inte
rfac
e
grap
h
Nav
egat
ion
Peso
s
Pentaho 9 9 9 9 9 9 7 8 8 9 9 9 9 9 129
BSPG 6 5 3 2 2 7 9 4 3 9 6 6 6 6 80
OPENI 7 6 8 8 9 8 7 8 9 7 7 8 7 8 115
Jasper
Soft 7 7 6 8 9 6 6 8 9 7 7 7 7 7 109
Birt 7 6 6 7 8 6 6 6 9 5 7 3 4 1 88
Report
Jet 4 2 9 7 7 7 7 8 8 0 9 0 7 2 82
SpagoBI 8 7 8 8 7 7 8 8 8 8 8 8 8 8 116
Bee
Project 4 2 5 3 6 3 6 5 4 6 6 3 4 5 68
Comparative table tools
138 New Control tools applied to Business
5 Conclusions and future works
Given the exhaustive analysis to develop the current project, there were new ideas for
possible new projects, taking a step further and explore in depth the document
management and knowledge management:
- FREE SOFTWARE SOLUTIONS FOR THE MANAGEMENT OF
KNOWLEDGE: The objective of this project is to study different ferramientas
lagestión free software for knowledge.
- EVALUATION OF MANAGEMENT SYSTEMS FREE DOCUMENTARY SW:
The objective of this project is to conduct a study of several open source tools that
allow you to perform document management, a thorough and easy for the end user.
- EVALUATION OF SYSTEMS BPM (Business Process Management) FREE
SOFTWARE
Once the project got a series of conclusions that can be divided into different sections:
• With regard to SMEs
o Encourage the use of free software tools and business intelligence
tools
o Improved management system for SMEs
o It promotes the possibility of working directly with SMEs and apply
the results of TFM and tools helped us to open the field of view and
show the real applicability and usefulness of the TFM.
• About the concrete result of the project
o Today, there is no clear comparison of BI tools, for lack of clarity in
the tutorials and the organization of the same, for this reason, what
we did was a very elaborate work to achieve the objectives of the
project and to prepare quality documentation.
o The study of different open source tools for Business Intelligence
allowed us to obtain, after much research, a comparative selection
criteria and applicability of each.
New control tools applied to Business 139
We are a criterion, through experience that gave us on-line demos of the tools and
evidence that allows us to differentiate, studying the cases of each SME, the tool to
apply, potential problems and the final results will be interest for SMEs.
140 New Control tools applied to Business
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144 New Control tools applied to Business
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New control tools applied to Business 145
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146 New Control tools applied to Business
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