jaspersoft user guide
TRANSCRIPT
OREGON STATE UNIVERSITY
CORE Jaspersoft User Guide
Business Intelligence Center Office of Budget & Fiscal Planning 510 Kerr Administration Building
Corvallis, OR 97331 [email protected]
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Table of Contents
CORE Report/Query Tools Comparison ........................................................................................................ 2
CORE Finance Data Area/Ad Hoc Lite ........................................................................................................... 3
Jaspersoft Security Overview ........................................................................................................................ 4
Key Sections: Request for Access – OSU Administrative Systems ................................................................ 5
OSU Jaspersoft File Naming Conventions ..................................................................................................... 6
How to Create an Ad Hoc View (Query) ....................................................................................................... 7
Modifying an existing Ad Hoc View ............................................................................................................ 12
How to Schedule a Report in Jaspersoft ..................................................................................................... 16
How to Rebuild a BI Query Report in Jaspersoft ......................................................................................... 21
Data Result Set Comparison ....................................................................................................................... 25
How to create a “Custom Filter” in Jaspersoft............................................................................................ 27
How to create a “One of” Filter option in a Jaspersoft Report ................................................................... 28
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CORE Report/Query Tools Comparison Function BI Query CORE Ad Hoc Lite Jaspersoft
Between () Function Y N Y M*
Calculated Fields (user definded) Y NA N Y
Calculated Totals (user definded) Y NA N N
Charts Y Y N Y
Create query from another Y NA N Y
Cross Tab Y Y N Y
Cut and Paste filter values Y Y Y single value
Dashboards N Y N Y
Drill through N Y Y Y
Export to Excel/CSV Y Y E* Y
Installed on Client Web Web Web
Mobile Access (IPAD, Phone) N Y Y Y
Remote Access RD + VPN Y Y RD + VPN
Report Column Sorting (live) N Y Y Y
Reports - Custom Y N N Y
Reports - Default Format Y Y Y Y
Save Queries Y N N Y
Save user input filter values Y N N Y
Select Fields Y N Y Y
Sub selects / Super Queries Y N N N
User defined Queries Y N Y Y
User defined Reports Y N N Y
User Scheduled Reports N N N Y
E - Excel Only M - Measures only Q - Query Only RD - Remote Desktop
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CORE Finance Data Area/Ad Hoc Lite
• Parameter entry is optional but at least one valid set of values, i.e. Fund and Fund Value, other than Fiscal Year must be entered
• The values “noentry” or “novalue“ indicates that a prior field overrides the parameter entry
• Parameters entry order is left to right and top to bottom
• The “Fields” Parameter controls what database fields are visible in the result set and export file
• The “Group by” Parameter controls the result set group order and subtotals
• The “Totals” Parameter controls visibility of details and totals
• Export to Excel Only: It is not recommended that uses attempt to download the entire database.
• Between Option: Enter Between values with a single space between values ( 001000 001999 )
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Jaspersoft Security Overview
Comparison of Security for Data Warehouse data in BI Query and Operational Data Store (ODS) data in Jaspersoft1
BI Query Jaspersoft
Check Box within subject area on Request for Access – OSU Administrative Systems
Enter in "Other" within subject area on Request for Access – OSU Administrative Systems
Data Steward records approval in PPASKIL Data Steward records approval in PPASKIL
Complete required training Complete required training
Trainer records completion in PPASKIL Trainer records completion in PPASKIL
ECS Security Administrator grants access Overnight Process grants access
1Process of general availability after the first of the year (2016).
The security roles we currently anticipate creating in Jaspersoft, as they relate to BI Query security2
BI Query Jaspersoft
Finance Finance
Finance Payroll Payroll (both the FIS and HRIS perspectives)
Human Resources - Department Level Access Human Resources
Human Resources - Admin Level Access Human Resources
Human Resources - Benefits HR Benefits/Deductions
Student Term-Based Student
Student Admissions Student
Student Recruiting Student
Financial Aid Student Financial Aid
… …
2As data areas are developed and vetted with Data Stewards, this could change.
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Key Sections: Request for Access – OSU Administrative Systems
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OSU Jaspersoft File Naming Conventions
• GL = General Ledger • OL = General Ledger • TL = Transaction ledger • PL = Payroll Ledger • HR = Human Resources • ST = Student
• Finance > = Finance Domain Topic • Student > = Student Domain Topic • Human Resources > = Human Resources Domain Topic
NOTE: For Ad Hoc Views and Reports that you create, it is highly recommended that you add your initials or name to Ad Hoc Views and Report Titles and/or Descriptions.
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How to Create an Ad Hoc View (Query)
Click on Create
1) Select a Data Source
2) Click “Choose Data “
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1) Highlight Database and move from the “Source” column to the “Selected Fields” Column on the right
2) Click OK
1) Select output format Note: Jaspersoft defaults to Crosstab
2) Select “Sample Data” or “No Data” (for BI Query type interface )
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1) Select Filters by dragging or right click and select filter
2) Click Apply
Add fields and measures drag and drop, double click, or highlight multiples then drag
and drop
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Add group by drag and drop
Add Totals Note: this is equal to the BI Query
SUM() function BI Query
2) Select “Full Data”
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Editing AdHoc Views Ad Hoc Views can be editied and some changes (filter conditions only) will propogate to the dependent reports. Additon of fields or changes to subtotal/totals, will not propagate to the dependent reports.
Deleting Ad Hoc Views Jaspersoft reports are dependent on the underlying Ad Hoc View. You cannot delete and Ad Hoc View if there is a report that is dependent on it (report was created for the Adhoc View). The solution is to delete the report and then delete the Ad Hoc View.
Editing Reports Jaspersoft Reports cannot be edited. If you want to make a change to a Jaspersoft report you must either delete the report and make changes in the dependent AdHoc View and recreate the report. OR Make changes in the dependent AdHoc View and overwrite the existing report.
Deleting Reports Jaspersoft Reports can be deleted without impacting any other files.
Save OR
Save and create a report
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Modifying an existing Ad Hoc View OR How to Create an Ad Hoc view from and existing Ad Hoc View
Click on View List
Click to Open View List
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Save As
1) Edit the name and include your username
2) Save to your User File subdirectory
3) Save
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Remember to rename the file and include you username in the file name. This will help you and others identiify files that you have created.
DO NOT COPY & PASTE AD HOC VIEWS OR REPORTS DIRECTLY FROM THE PUBLIC FOLDERS AREA TO OTHER DIRECTORIES.
WHILE JASPERSOFT WILL ALLOW YOU TO DO THIS, THE AD HOC VIEW OR REPORT
WILL NOT WORK.
Filename is now updated.
You can now begin making changes to the original Ad
Hoc View.
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DO NOT Copy and Paste files from the Public Directory to other directories, including your own directory.
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How to Schedule a Report in Jaspersoft Note – Only Jaspersoft Reports that you have created can be scheduled. Public reports cannot be scheduled. If you want to schedule an Ad Hoc View you must first create a report from the Ad Hoc View you want to schedule.
Click on View Report
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Right Click on Report and select
Schedule
ClIck on Create Schedule
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Populate Schedule
Name and Save
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Select Destination and Format
Set Parameters
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Set Notification
Save
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How to Rebuild a BI Query Report in Jaspersoft Extract the BI Query Sql (FA Contracts Year-End Query)
SELECT FINANCE.MFY_OPERATING_LEDGER.GRANT_CODE, FINANCE.MFY_OPERATING_LEDGER.GRANT_TITLE, SUM (FINANCE.MFY_OPERATING_LEDGER.PER_14_ACC_YTD_BUD_DR), SUM (FINANCE.MFY_OPERATING_LEDGER.PER_14_ACC_YTD_DR), SUM (FINANCE.MFY_OPERATING_LEDGER.PER_14_ACC_YTD_CR) FROM FINANCE.MFY_OPERATING_LEDGER LEFT OUTER JOIN FINANCE.GRNT MFY_OL_Grants ON FINANCE.MFY_OPERATING_LEDGER.GRANT_CODE = MFY_OL_Grants.GRANT_CODE WHERE (FINANCE.MFY_OPERATING_LEDGER.GRANT_CODE LIKE 'FA%') AND (MFY_OL_Grants.TERMINATION_DATE IS NULL ) AND (MFY_OL_Grants.GRANT_TYPE <> 'F') GROUP BY FINANCE.MFY_OPERATING_LEDGER.GRANT_CODE, FINANCE.MFY_OPERATING_LEDGER.GRANT_TITLE ORDER BY 1 ;
Identify which tables are used in the query
FINANCE.MFY_OPERATING_LEDGER FINANCE.GRNT
Identify which Filters are used in the query
WHERE (FINANCE.MFY_OPERATING_LEDGER.GRANT_CODE LIKE 'FA%') AND (MFY_OL_Grants.TERMINATION_DATE IS NULL ) AND (MFY_OL_Grants.GRANT_TYPE <> 'F')
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Click on Create Ad Hoc View
Select a Data Source
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Select Tables move from left to right
FINANCE.MFY_OPERATING_LEDGER FINANCE.GRNT
2) Select Filters by dragging or right click FINANCE.MFY_OPERATING_LEDGER.GRANT_CODE LIKE 'FA%') AND (MFY_OL_Grants.TERMINATION_DATE IS NULL ) AND (MFY_OL_Grants.GRANT_TYPE <> 'F')
3) Click Apply
1) Select output format
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1)Add fields and measures FINANCE.MFY_OPERATING_LEDGER.GRANT_CODE FINANCE.MFY_OPERATING_LEDGER.GRANT_TITL, FINANCE.MFY_OPERATING_LEDGER.PER_14_ACC_YTD_BUD_DR FINANCE.MFY_OPERATING_LEDGER.PER_14_ACC_YTD_DR FINANCE.MFY_OPERATING_LEDGER.PER_14_ACC_YTD_CR
2) Add Totals
2) Full Data
3) Click Apply
1) Sort by
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Data Result Set Comparison
Number of records sub totaled (right click to remove)
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Jaspersoft Interactive Filtering Conditions Numeric Date Text Equals Equals Equals Does not equal Is not equal to Is not equal to Greater than Is between Contains Greater than or equal to Is not between Does not contain Less than Is on or before Starts with Less than or equal to Is before Does not start with Is between Is on or after End with Is not between Is after Does not end with no value = null no value = null no value = null Is one of Is not one of
• Dates: Blank Value = NULL()
• Is Between Filtering – Alternate Approaches:
• Use Text Filters
1. “Starts With” Filter
Examples:
A) (FINANCE.MFY_OPERATING_LEDGER.FUND BETWEEN '000000' AND '019999')
Fund starts with “00” OR Account starts with “01”
B) (FINANCE.GENERAL_LEDGER.ACCT <= 'B9999')
Account starts with “A” OR Account starts with “B”
C) (FINANCE.MFY_OPERATING_LEDGER.ORG BETWEEN '230000' AND '259999')
Org starts with “23” OR Org starts with “24” OR Org starts with “25”
OR
1. “One of” Filter a. Build and save filter conditions in an Ad Hoc View OR Jaspersoft Report
See section - How to Create a “One of” Filter option in a Jaspersoft Report
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How to create a “Custom Filter” in Jaspersoft
FINANCE.MFY_OPERATING_LEDGER.FUND BETWEEN '000000' AND '019999' = Fund starts with “00” OR Fund starts with “01” FINANCE.GENERAL_LEDGER.ACCT <= 'B9999‘ = Account starts with “A” OR Account starts with “B”
Add custom Filter conditions
Add Fund Filter 2x’s
Add Account Filter 2x’s
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How to create a “One of” Filter option in a Jaspersoft Report
Japersoft Report Gotchas
• Reports are dependent on the underlying Ad Hoc VIew • You cannot delete an Ad Hoc View unless you also delete the associated report/s • You cannot edit a Jaspersoft Report (change the underlying AdHoc view and recreate the
report) • Changes in Ad Hoc Reports will not always be reflected in the associated Jaspersoft Report/s
1) Select Values
2) Click Save
3) Name
4) New Filter will appear as permanent Filter
Option