My First Dashboard

15min dashboard ..

So let's dive right in ..

In this workshop we're going to build a simple dashboard based on the SteelWheels Mondrian data source.

The aim of the workshop is to create a '15min dashboard' that introduces:

• OLAP Chart Wizard

• CDE components

My First dashboard

CDE - Layout

Don't worry about all he features & options .. We'll be diving into each perspective in the next set of workshops.

To create a New Dashboard

1. Log in Pentaho Server -> Create New -> CDE Dashboard.

New CDE Dashboard

1. Click on the Template option.

Apply a Template

1. Select: Two x One Template

Apply a Template - Two x One

The resulting Dashboard is composed of:

• 5 main rows

• body row is split into 2 columns

• the first column is split into a further 3 rows

• the first & third rows have columns which hold Panel_1 & Panel_2

• Panel_3 is held in the second column

• further rows define header, footer and spacers

CDE Layout - Two x One

1. Click on 'Save as ..' in the toolbar & enter the following details.

Save as ..

1. Preview the dashboard (eye icon - top right).

Dashboard template - preview

Header & Footer rows

Let's start with the Header & Footer rows..

Header Row

1. Expand the Header row until you reach the HTML Property.

2. Click on the ... and edit the HTML - we're going to enter some padding to align the text.

<h2 style="color:#FFFFFF; padding: 15px 0">My First Dashboard</h2> 

1. Click on the Preview icon - last one in toolbar.

Preview dashboard

---

Footer

1. Create a folder: /resources/img

2. Upload: logo_pentaho.png

3. Expand the Footer row until you reach the HTML property.

4. Edit the HTML

<a style="position:relative;top:5px; right:15px; float:right; color:#FFFFFF;" " border="0" title="Pentaho Professional Services" href="https://pentaho.com/pentaho-professional-services/">
<img src="./resources/img/logo.png"/>    Pentaho Professional Services</a>   

1. Change the Footer column color to match the logo.

BackgroundColor: #3c4484

Dont forget to click on the color wheel ..

Color picker

1. Save & Preview the dashboard.

Dashboard Layout - Header & Footer

Charts

Bit of background info ..

Schema WorkBench is a Pentaho Design Tool used to define a multidimensional MDX schema.

• Cube - is the FACT table in a STAR schema.

• Dimensions - map to the database tables.

• Levels - map to the database columns in the table. The order defines the 'paths' you can take to 'slice& dice' the data.

SteelWheelsSales OLAP Schema

If you need to 'slice & dice' your data, then you will have spent many hours in Schema Workbench, defining your OLAP reporting cubes.

CTools - OLAP Chart Wizard - can leverage the schema.xml that connects to the underlying sampledata database tables.

You can test MDX queries against your cubes..

MDX Query

---

Add a Chart

1. Select: Connection Perspective.

Connection Perspective

1. Click on OLAP Chart Wizard & enter the following details:

Pie Chart - Total Sales

Property	Value
Name	Total_Sales
Html Object	Panel_3
Catalog	SteelWheels
Cube	SteelWheelsSales
Dimensions	Territory
Measures	Sales

1. Click OK.

2. Save & Preview dashboard.

Panel_3 - Total sales

Looks like we made need to apply a few tweaks to align and so on ..

Let's add our other Charts and then take a look at the Chart Components.

1. Again .. Click on the OLAP Chart Wizard & enter the following details:

Line Chart - Line sales

Setting	Value
Name	Line_Sales
Html Object	Panel_1
Catalog	SteelWheels
Cube	SteelWheelsSales
Dimensions	Line
Measures	Sales

1. Click OK.

2. Save.

3. Again .. Click on the OLAP Chart Wizard & enter the following details:

Property	Value
Name	Years_Sales
Html Object	Years_Sales
Catalog	SteelWhels
Cube	SteelWheelsSales
Dimensions	Years
Measures	Sales

1. Save and Render.

My First Dashboard

---

These components are configured with a set of Properties.

Chart Component

1. Click on the Components option in the toolbar.

Chart Components

As you can see .. the Wizard has automatically added 3 Chart components with their associated properties.

1. Highlight the CCC Pie Chart Component.

2. Edit the following property values:

Property	Value
Title	Total Sales
Height	400

1. Highlight the CCC Line Chart Component.

2. Edit the following property values:

Property	Value
Title	Product Line Sales
Legend	False

1. Highlight the CCC Bar Chart Component.

Property	Value
Title	Yearly Sales
Legend	False

1. Again Save & Preview the dashboard.

Final Layout

Unless you have previously created the Charts, you will need to make some adjustments to the Layout.

1. Click on the Layout option and enter the following details:

Layout Structure	Property	Value
Row 3 Body	Height	720
Column 1-1 Row 1	Height	360
Column Panel_1	Height	355
Row 3-3	Height	360
Column 1-2 Panel_2	Height	355
Column 2 Panel_3	Height	725
	Text Align	Center

JDBC Connection

The Steel Wheels Inc sampledata dataset resides on a MariaDB.

Based on the ER diagram, we can build our SQL Query, restricting to YR 2004.

ER - sampledata

1. Download the MariaDB JDBC driver.

DbSchema Supported Databases

Download MariaDB JDBC driver

1. Stop the Pentaho Server

cd
cd /opt/pentaho/server/pentaho-server/
sudo ./stop-pentaho.sh

1. Copy the driver to the ~/opt/pentaho/server/pentaho-server/tomcat/lib/ directory.

// Some code

1. Restart the Pentaho Server.

cd
cd /opt/pentaho/server/pentaho-server/
sudo ./start-pentaho.sh

1. Once logged in select: Manage Data Sources.

2. Click on the Cog wheel and from the drop-down menu, select: New Connection

New Connection

1. Enter your connection details in the selected database panel.

Database connection - SampleData

1. Test the database connection.

If connecting to a Mondrian schema, ensure the connection name is the same as the schema connection name.