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Vertica Knowledge Base Article
Vertica QuickStart forPentaho BusinessIntelligence
Document Release Date: 5/31/2018
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Contents
Vertica QuickStart for Pentaho BI 4
About the Vertica QuickStarts 4
About Pentaho BI 4
Requirements 4
Install the Software 5Install the Vertica Database Server 5Install the VMart Example Database 5Install Pentaho Server 5Install the JDBC Client Driver 6
Connect Pentaho Server with Vertica 6
Download the QuickStart Dashboards 7
Deploy the QuickStart Dashboards 8
About the QuickStart Dashboards 8Executive Dashboard 9Online Sales Overview 10Store Sales Overview 11Customer Dashboard 11Call Center Dashboard 12Product Dashboard 12Vendor Performance 13Inventory Overview 13
Find More Information 14
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Vertica QuickStart for Pentaho BIThe Vertica QuickStart for Pentaho BI is a sample application implemented as a set of Pentahodashboards powered by Vertica Analytic Database. The dashboards present sample retail datafor analysis. The QuickStart shows how retail companies could use Vertica and Pentaho toquickly explore, visualize, and gain insight into their data stored in Vertica.
About the Vertica QuickStartsThe QuickStarts are free, sample applications created using front-end products from Verticatechnology partners.
The QuickStarts are posted for download on my.vertica.com/quickstart.
For an overview, watch this short video.
Note The Vertica QuickStarts are freely available for demonstration and educationalpurposes. They are not governed by any license or support agreements and are notsuitable for deployment in production environments.
About Pentaho BIPentaho BI is a web-based tool for creating interactive dashboards that perform businessanalytics. For product details, see the Pentaho Business Analytics website.
RequirementsThe Vertica QuickStart for Pentaho BI requires a Vertica database server with a standardinstallation of the VMart example database, a Vertica client with JDBC, Pentaho Server, and aweb browser for running the Pentaho dashboards.
The QuickStart was created using Pentaho 5.4 and the Vertica Analytic Database.
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Install the SoftwareTo install the software that is required for running the QuickStart, follow these steps:
l "Install the Vertica Database Server" below
l Install the VMart Example Database
l "Install Pentaho Server" below
l Install the JDBC Client Driver
Install the Vertica Database ServerIf you do not already have Vertica, you can download the Community Edition free of charge:
1. Navigate to my.vertica.com.
2. Log in or click Register Now to create an account
3. On the Downloads menu, click Community Edition.
4. Follow the on-screen instructions to download and install the Vertica Community Edition.
Install the VMart Example DatabaseThe Vertica QuickStart for Pentaho BI assumes a default installation of the Vertica VMartexample database.
To install VMart, follow the instructions in the Vertica documentation:
l Introducing the VMart Example Database
l Installing and Connecting to the VMart Example Database
For details, see VMart Example Database Schema, Tables, and Scripts.
Install Pentaho ServerPentaho Server is available for Windows, Mac OS, and Linux. See the Pentaho ComponentsReference for compatibility information.
To install Pentaho Server 5.4:
1. Navigate to the following URL:
http://sourceforge.net/projects/pentaho/files/Business%20Intelligence%20Server/5.4/
2. Click Download to download the version of Pentaho for your platform.
3. Extract the contents of the download file. The files are extracted into the followingdirectory:
<Pentaho Home>\biserver-ce-5.4.0.1-130\biserver-ce\
To start Pentaho Server, execute the start_pentaho command. For example, on Windows:
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C:\Pentaho\biserver-ce-5.4.0.1-130\biserver-ce\start-pentaho
To stop Pentaho Server, execute the stop_pentaho command. For example, on Windows:
C:\Pentaho\biserver-ce-5.4.0.1-130\biserver-ce\stop-pehtaho
Install the JDBC Client DriverBefore you can connect to Vertica using Pentaho you must download and install a Vertica clientpackage. This package includes the Vertica JDBC driver that Pentaho uses to connect toVertica.
To download and install the JDBC driver:
1. Go to http://www.vertica.com/resources/vertica-client-drivers/ for the latest clientdrivers.
2. Download the Vertica client package for your platform.
3. Place the jar file in the following directory:
<Pentaho Home >\biserver-ce\tomcat\lib
For example, on Windows:
C:\Pentaho\biserver-ce\tomcat\lib
Note Vertica drivers are forward compatible, so you can connect to the Vertica serverusing previous versions of the client. For more information, see Client Driver and ServerVersion Compatibility in the Vertica documentation.
Connect Pentaho Server with VerticaThe following steps show the process of configuring a connection to Vertica using PentahoServer on Windows.
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1. From the Pentaho Server File menu, select New, then Data Source.
2. Click New Data Source.
3. In the Database Connection dialog box:
l For Database Type, select Vertica 5+.
l For Access, select Native (JDBC).
l Fill out the rest of the connection details.
l Click Test to test the connection.
4. When the connection succeeds, click OK.
Download the QuickStart Dashboards1. Navigate to my.vertica.com/quickstart
2. Select Vertica QuickStart for OBIEE.
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3. Log in or create an account.
4. Click Download.
Deploy the QuickStart DashboardsTo deploy the dashboards:
1. Create a folder for deploying the QuickStart dashboards.
2. In Pentaho Server, select Browse Files from the File menu.
3. Navigate to the deployment folder that you created.
4. Under Folder Actions, click Upload.
5. Navigate to the folder that contains zip, the QuickStart zip file that you downloaded fromthe Big Data Marketplace
6. Select the zip file.
The following screenshot shows the Upload action with a deployment folder called VMART.
About the QuickStart DashboardsThe QuickStart dashboards present sample business and operational data that a large retailchain might track over time. The chain operates brick-and-mortar stores and an onlinemarketplace. It sells a wide variety of products that it purchases from different vendors.
Note The data in your dashboards will not match the data in the screen shots in thisdocument. This is because the VMart data generator generates data randomly.
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Executive DashboardThe Executive Dashboard presents a high-level view of the business data that is shown ingreater detail in the other dashboards. The dashboard also allows you to take a closer look atthe data for a specific state, in this case Texas. The dashboard shown here is displayingrevenue from sales to resellers (companies) in 2005 and 2006. You can see at a glance that:
l Store sales were more volatile in 2005 than in 2006.
l The lowest revenue month for store sales was June 2005.
l There was a sharp drop in online sales in January and February of 2006.
By changing the Sale/Return filter from Sale to Return, you can see the the negative revenueresulting from products returned during the same time period.
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Online Sales OverviewThe Online Sales Overview presents an overview of the online business. In this instance, thedashboard is displaying quarterly revenue from sales to resellers in the SouthWest region in2005 and 2006.
The filters on the bottom of the page allow you to examine the data in detail. For example, byviewing product categories, you can see that food was by far the greatest source of revenuefrom online sales during this time period.
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Store Sales OverviewThe Store Sales Overview presents an overview of the traditional business conducted in thebrick-and-mortar stores owned by this retail chain. In this instance, the dashboard is displayingquarterly revenue from store sales to resellers in 2005 and 2006.
The filters on the bottom of the page allow you to examine the data in detail For example, byselecting Has Membership Card for Customer Attribute, you can see that a membership cardhad no effect on sales to resellers.
Customer DashboardThis Customer Dashboard presents information about customers, both individuals and resellers.In this instance, the dashboard is showing the individual customers in the SouthWest regionwho returned items they purchased either online or in stores in 2005 and 2006.
For additional insight into your customer base, you can view customer characteristics such asage, gender, and income by selecting a different Customer Attribute.
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Call Center DashboardThe Call Center Dashboard presents an overview of the performance of the chain’s salespersonnel, both in stores and in online call centers. In this instance, the dashboard is displayingdata for 2005 and 2006. It’s clear that the performance of sales personnel in stores was farmore uniform than the performance of call center personnel during this time period.
Product DashboardThe Product Dashboard presents an overview of the products sold in stores and online. In thisinstance, the dashboard is displaying revenue from products sold in the Southwest region in
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2005 and 2006.
Vendor PerformanceThe Vendor Performance Dashboard presents an overview of the performance of the vendorsused by this retail chain. In this instance, the dashboard is displaying Average days to deliverduring 2005 and 2006 for the vendor Market Wholesale. It’s clear that this vendor’s deliveriesto California were seriously delayed during this time period.
Inventory OverviewThe Inventory Dashboard presents an overview of the inventory held by this retail chain. In thisinstance, the dashboard is showing the inventory broken down by warehouse and product
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category for 2005 and 2006.
Find More Informationl Pentaho Business Analytics
l Vertica Integration with Pentaho Business Analytics: Connection Guide
l Vertica Community Edition
l Vertica User Community
l Vertica Documentation
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