Pentaho Reporting Video Course

I would like to recommend this excellent video course created by my friend Francesco Corti and officially reviewed by Paul Hernandez and me.

Pentaho Reporting [Video]


Course Contents:

    1. Getting Started with Pentaho Reporting [15:57 minutes]
      • Installing Pentaho Reporting
      • Loading and Saving Reports and Having a Preview
      • Building a Report Using the Report Wizard
      • Building the ‘My First Report’
      • Customizing the ‘My First Report’
      • Advanced Customization on the My First Report


    1. Dive Deeper into the Pentaho Reporting Engine’s XML and Java APIs [11:44 minutes]
      • Setting the Java Development Environment
      • Embedding a Pentaho Report in an Enterprise Web Application
      • Embedding a Pentaho Report in a SWING Application
      • Introducing Serialized Reports
      • Building a Report Using Pentaho Reporting’s Java API


    1. Configuring the JDBC Database and Other Data Sources [12:43 minutes]
      • Configuring Your Data Source to a DBMS Using JDBC
      • Configuring Your Data Source to an OLAP Engine (Mondrian)
      • Configuring Your Data Source to an XML File and a Table
      • Configuring Your Data Source to Metadata and PDI
      • Working with Data Sources in Java


    1. Introducing Graphic Chart Types – Pie, Bar, Line, and Others [10:36 minutes]
      • Incorporating a Line Chart into a Pentaho Report
      • Incorporating Supported Charts and Common Properties
      • Incorporating and Customizing Charts into a Report
      • Incorporating Images into a Report


    1. Modifying Reports Using Parameters and Internationalization [11:14 minutes]
      • Parameterizing a Pentaho Report
      • Parameterizing a Pentaho Report Using Java
      • Working with Functions and Expressions
      • Working with Formulas
      • Internationalization and Localization of Pentaho Reports


    1. Adding Subreports and Cross Tabs in Your Reports [09:52 minutes]
      • Adding a Multi-page Subreport in a Pentaho Report
      • Parameterizing and Adding Chart Subreport in a Pentaho Report
      • Adding a Side-by-Side Subreport in a Pentaho Report
      • Adding Cross Tabs in a Pentaho Report


    1. Building Interactive SWING and HTML Reports [12:29 minutes]
      • Building Interactive Reports in SWING
      • Building Interactive Reports in HTML


  1. Using Pentaho Reporting in the Pentaho Suite [13:10 minutes]
    • Using Pentaho Reporting with Pentaho Business Intelligence Server
    • Using Pentaho Reporting with Pentaho Data Integration (Kettle)

What you will learn from this video course

  • Install Pentaho Report in your development or production environment
  • Create impressive reports with advanced charts, interaction, multi-language support and much more
  • Use the Pentaho Report Engine in your Java environment for web and swing applications
  • Interact and customize your Pentaho reports using Java (in a web and swing application)
  • Develop your basic and advanced reports using several datasources comprised of the OLAP Engines
  • Deploy and use your Pentaho Reports inside the Pentaho suite, in particular in the Pentaho Business Intelligence Server and the Pentaho Data Integration

Who this video course is for

If you are a Java developer or IT professional who wants to assemble custom reporting solutions with Pentaho Reporting, this video course is ideal for you. Master the advanced concepts within Pentaho Reporting such as sub-reports, cross-tabs, data source configuration, and metadata-based reporting.

In Detail

Pentaho Report Designer is one of the most important core modules of the Pentaho BI Suite, that builds impressive reports using Open Source Business Intelligence Solutions . Pentaho Report Designer helps you to develop professional applications, making them interact with a multi-language support as well as parameterized reports.

You will learn exactly how to develop basic and advanced reports using the Pentaho Report Designer environment, and a more customized Java environment. All of the examples are described in-depth with the source code, and you will be guided through this book using a step-by-step approach which will ensure that you’ll achieve impressive results.

This course begins with the installation of the Java Development Environments using practical examples, moving onto how to develop impressive reports using tables, charts and sub-reports. The examples will also be shown in a Java development environment for web and swing applications.

Next, you will be taken on a practical run through the Pentaho Report Designer. This guide will then explain Java APIs, data source connections, and the development of several chart types. You also learn the most relevant, advanced features needed to make a report , such as internationalization, parameterization, interaction, functions, expressions, sub-reports and cross-tabs, leading the way to the use of reports in the Pentaho Suite (especially in the Pentaho BI server and Pentaho Data Integration).

With the Pentaho Report basic and advanced development video course, you’ll get in touch with the enterprise development of reports, with one of the most relevant Open Source Business Intelligence solutions.

Pentaho Report Designer Tips Collection

Set encoding for PDF exports

Tired of  errors in character set PDF export… here is a little help.

File –> Configuration –> output-pageable-pdf –> Enable .Encoding checkbox and set for example  ISO-8859-1 character set as value


Set Locale for using in date message-fields

Writes multiple data types (text, string field, date field, and numeric field) into one object. We may have a message field including date with the following value $(,date,EEEE, d MMMM yyyy HH:mm) and we want to change development locale, here is how you can modify it.

File –> Configuration –> core-module  –> Enable .environment.designtime.Locale and set for example  es_ES as value for Report Designer development stage locale


Set CSV export separator character

File –> Configuration –> output-table-csv –> Enable .Separator and set for example  ; as value to override default , character

Easy way to pass down all parameters to Pentaho subreports

Reblog from

Easy way to pass down all parameters to Pentaho subreports
At yesterday’s Pentaho London User Group (PLUG) meetup I discussed with Thomas Morgner again the topic sub-reports. For a long time I’ve tried to explain that sub-reports are a concept that shouldn’t be exposed to the actual report designer. We should all just start with a blank canvas (with no bands) and add objects (tables, crosstabs, charts, etc) and then link these objects to the data sources (frankly quite similar to how it is done in some other report designers or CDE). And parameters should just be available everywhere without having to map them to the specific objects.
Anyways, during this discussion Thomas mentioned that there is actually no need to specify all the parameters in the parameter mapping dialog in the subreport. You can just add one mapping with stars (*) in it and all parameters will be passed down automatically to the subreport. Frankly, I was puzzled and astound about this … I remembered the days when I was working on monster reports with 30 or 40 subreports and all the time had to define 17 or so parameters for each of them. Why this was not documented anywhere, I was quite wondering. Needless to say that this is a real time safer!
My next question was then, why this was not the default behaviour? If I don’t specify any parameter mappings, PRD should just pass down all parameters by default. So, I just created this JIRA case therefore and we all hope that this will be implemented as soon as possible. Please vote for it!

So excited as I was about these news, this morning I had to quickly test this approach. Here the mapping in the subreport:

1Then I just output the values in the details band of the sub-report:

2And here is how the preview looks:

3Now that was easy! Thanks Thomas!

Book Review: Pentaho 5.0 Reporting by Example: Beginner’s Guide

Hello friends today I am going to review Pentaho 5.0 Reporting by Example: Beginner’s Guide  book:

Pentaho5_Libro cover

Below you can check the link to purchase it:

Book review by: David Fombella Pombal (twitter: @pentaho_fan)

Book Title: Pentaho 5.0 Reporting by Example: Beginner’s Guide

Authors: Mariano García Mattío, Dario R. Bernabeu

Paperback: 329 pages

I like this book because if you are a noob in Pentaho Reporting you will gain a lot of knowledge of this excellent tool, besides if you are advanced with PRD you can use it as reference book.

The best of this book is that uses Pentaho 5 recent released version and shows how to publish and interacting with reports created with Report Designer 5 into the new Business Analytics server.

You should read this book because you will learn all details of this awesome tool. Maybe you have created reports using PRD but after reading this book you will improve your reporting skills.

Rating: 8 out of 10

Pentaho 5

Chapter List

Chapter 1 – What is Pentaho Report Designer?
In this chapter it is explained what is Pentaho Report Designer and some examples of typical reports are listed: Transactional Reporting, Tactical Reporting, Strategic Reporting, and Helper Reporting. Besides it is interesting to learn about the different versions of PRD along history.

Chapter 2 – Installation and Configuration
This chapters shows us how to download, install, and configure Pentaho Reporting Designer new version 5.0. Maybe it is not funny but this chapter is useful for beginners.

Chapter 3 – Start PRD and the User Interface (UI) Layout
In this chapter you will learn how to start PRD in different operating systems. Different areas of its UI are displayed too.


Chapter 4 – Instant Gratification – Creating Your First Report with PRD
Explains how to create an initial report, how to define its data sets and how to configure the report’s sections, how to add and set insertable objects and functions, and how to preview and export your report in all available formats suchs as CSV, PDF, HTML, Excel/Excel 2007. This topic is excellent to introduce non technical users to all visualization capabilities that Pentaho Report Designer includes.

Chapter 5 – Adding a Relational Data Source
Here we will create a copy of the report created in the previous chapter and modify it so that it takes its data from a relational source. We will explain what JDBC is, what a JDBC driver is, and how it is used. Using a JDBC driver you can connect to all available database systems: MySQL, Postgres, Oracle, Infobright, Vertica, Monet, Hadoop, SQL Server, PALO, Hypersonic, CouchDB…

Datasources Pentaho5

Chapter 6 – Adding Groups
In this chapter, we will use the report we created in the previous chapter and configure it to work with groups. The information included in this chapter allows us creating reports with partial group calculations and subtotals.

Chapter 7 – Adding Parameters
This chapter will be dedicated to parameters. Through the use of parameters, the final user will be able to interact with the report. A parameter is usually represented through a user interface component, which allows the selection or input of values. Pentaho Report Designer eases the task of parameter creation by providing us a simple and intuitive interface such as : Dropdowns, MultiValue Lists, Date Pickers, Text search components…

Parameters pentaho5

Chapter 8 – Using Formulas in Our Reports
In this chapter, we will talk about formulas (PRD uses OpenFormula ). We will explain how to create them and use them. As in previous chapters, we will use a practical example to guide us as we explain how to work with formulas, creating general-use formulas that we can use as an object and specific-use formulas that we can apply to our objects’ styles and attributes. By the end of the practical example, we will see how the combination of formulas and parameters opens up new horizons for the creation and personalization of reports and allows us great flexibility in design.

Chapter 9 – Adding Charts
This part of the book is dedicated to charts. We will talk about chart functions, good and bad practices of using charts, and how to create and configure our own chartsamong other topics. Report designer uses JFreeChart to create charts. By explaining each type of chart (Bar chart, Line chart, Pie chart, Area chart, Barline chart, Ring chart, Bubble chart, Scatter-plot chart, XY chart, XY line chart, XY area chart, Waterfall chart, Radar chart, XY area line chart) , we will be able to understand which chart to use for a particular need, and how to configure the chart so that its look and feel is what we want. We will also see how charts allow us to show data from different perspectives and add value to our reports.

Radar chart

Chapter 10 – Adding Subreports
This chapter is dedicated to Subreports. We will see what Subreports are and how they work and learn about their specific features. We will also talk about the relation that exists between the main Report and its Subreports. We will be able to add information to our Reports in the form of tables, charts, and so on, whether this information is connected to our data set or not. This gives us an idea of the potential that Subreports provide.

Chapter 11 – Publishing and Running Reports in Pentaho BA Server
In this chapter we talk about Pentaho, the fastest growing, most popular, and most heavily invested in Open Source Business Intelligence (OSBI) suite in recent years. We analyze its principal characteristics and the principal projects included in the suite. With Pentaho Business Analytics Business Analytics Server, we have full BI analytic power at our fingertips through a GNU General Public License (GPL). We will see how Pentaho Report Designer (PRD) and Pentaho BA Server interact, and how we can use them to run our reports from Pentaho User Console (PUC). At the end of this chapter, we will have Pentaho BA Server running and will be able to access our reports from a web browser. Pentaho can run on any compatible application servers with JEE architectures such as JBOSS, Tomcat, WebSphere, WebLogic, Oracle AS…

Chapter 12 – Making a Difference – Reports with Hyperlinks and Sparklines
In this chapter we will see how to create and configure Hyperlinks. Hyperlinks give us great flexibility in designing our reports, as they let us drill down. Using Hyperlinks, we can create a network of reports and also re-use reports. Here we will also see a very interesting object that we can add to our reports, which will present specific information graphically: the sparkline.


Chapter 13 –  Environment Variables, Stylesheets, and Crosstabs
This chapter is dedicated to environment variables, stylesheets, and crosstabs. We will treat each of them in detail, defining what they are about and how to implement them in Pentaho Report Designer (PRD). Using Environment Variables allows us to interact with the BA Server that is executing our reports. That is, we can obtain the username of the user who is currently logged in and his or her roles, among other information. With Style Sheets, we can configure our report so that its look and feel varies according to certain CSS Rules. These CSS Rules are easy to configure, save, and import. Finally, we will take a look at one of PRD’s new jewels, Crosstabs. Using Crosstabs, we can show OLAP-style analytic information in our reports.

Chapter 14 – PRD Reports Embedded in Web Applications
This chapter attempts at taking not only one step forward with PRD, but many. Once this chapter is finished and the concepts presented here are understood, we will be able to create a web portal that allows users to access PRD reports, send parameters to them, and select the final presentation format. We will also be able to perform every configuration needed to have the portal working as well as have it packaged so that we can transport it and deploy it in a different environment with little modification.