SpagoBI 4.x Quick Start ENG

Quick start - A project with SpagoBI 4 (v.
2)
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Quick start
A project with SpagoBI 4

Summar!

SpagoBI................................................................................................................................................. 2
So"tware #ow$%oa& ............................................................................................................................. '
So"tware i$sta%%atio$ a$& (o$"iguratio$.............................................................................................. '
"nstalling #pago$" #erver.................................................................................................................. '
"nstalling #pago$" #tudio and %eta................................................................................................. )
*se SpagoBI +eta................................................................................................................................ ,
Create a $usiness %odel .................................................................................................................. ,
"n&uiry the %odel ............................................................................................................................. ,
'eploy the model and the &ueries into #pago$" #erver................................................................... -
(reate a .orkSheet ............................................................................................................................. /
Create the &uery........................................................................................................................... /
$uild the (orksheet...................................................................................................................... /
%ore on )idget .........................................................................................................................10
Adding a pivot ta!le...................................................................................................................10
Adding a chart............................................................................................................................10
*u!lish the )orksheet ...............................................................................................................11
Se%"-Service SpagoBI ...........................................................................................................................12
(o$c%usio$..........................................................................................................................................11

Quick start - A project with SpagoBI 4 (v. 2)
Page 2
+his guide is a step,!y,step path(ay aiming to help users to easily setup their o(n $" scenarios,
rom data modelling to data in&uiry, using the #erver, %eta and #tudio modules o #pago$" suite.
SpagoBI

2ere3 a simp%e view o" the i$vo%ve& mo&u%es a$& a short &escriptio$ o" each o" them.

Server

)hat is #pago$" #erver-
It is a we3 app%icatio$ &ep%oe& i$to a 4255 app%icatio$ server (6omcat7 4Boss7
.e3Sphere7 etc.)
It ca$ ru$ o$ a$ operati$g sstem that supports 48+ "rom 1.' (1.) pre"erre&)
It works with a private repositor hoste& o$ #B+S (+SQ97 Postgres7 :rac%e7
I$gres7 2SQ97 etc.)
6he app%icatio$ ca$ 3e accesse& through a%most a%% major we3 3rowsers (I57 ;ire"o<7
:pera7 Sa"ari)
It $ative% ru$s o$ severa% porta% servers (9i"era7 e=o porta%7 .e3Sphere7 etc.)

)ho is it or-
5$&-user! u$i"ie& access poi$t through the we3 3rowser
Sstem a&mi$istrators! through the ma$ageme$t we3 i$ter"ace

)hat is it or-
5$viro$me$t o""eri$g a%% tpica% BI "u$ctio$a%ities!

Page 1
>eporti$g
:9AP
(harti$g
?PI (mo&e%%er a$& $avigator)
I$teractive cockpits
A& hoc reporti$g (.orksheet)
Se%"-service BI
9ocatio$ I$te%%ige$ce
;ree I$@uir (Q35)
#ata ;i%teri$g ( Smart ;i%ter)
#ata +i$i$g
>ea%-time &ash3oar&s a$& co$so%es
Accessi3%e reporti$g
(o%%a3oratio$ (a$a%tica% &ossier a$& work"%ow)
:""ice i$tegratio$
569
+o3i%e BI
5<ter$a% processes
+aster #ata +a$ageme$t
Aetwork A$a%sis.
.e3-3ase& i$ter"ace
:3ject %i"ecc%e ma$ageme$t i$si&e the BI repositor
It o""ers too%s a$& cross services7 such as sche&u%i$g7 co%%a3oratio$7 etc.

Meta

)hat is #pago$" %eta-
It is a$ ec%ipse p%ug-i$

)ho is it or-
#ata +o&e%ers a$& #ata :w$ers setti$g up the sema$tic %aer o$ which the BI
project wi%% 3e 3ase&

Page 4
)hat is it or-
It is a graphica% e$viro$me$t to &eve%op 3usi$ess mo&e%s (sema$tic %aer)
It a%%ows users to &ep%o Busi$ess +o&e%s i$to SpagoBI Servers
It a%%ows users to i$@uir Busi$ess +o&e%s 3e"ore &esig$i$g a$ a$a%tica% &ocume$t.

Studio

)hat is #pago$" #tudio-
It is a$ ec%ipse p%ug-i$

)ho is it or-
SpagoBI &eve%opers creati$g a$a%tica% &ocume$ts (chart7 report7 &ash3oar&7 etc.)

)hat is it or-
It is a graphica% e$viro$me$t to &eve%op7 test a$& &ep%o a$a%tica% &ocume$ts
(such as reports) i$to o$e or more SpagoBI Servers.

Sdk

)hat is #pago$" #'.-
It is a co%%ectio$ o" we3 services7 tags a$& 4avaScript API that permit other
app%icatio$s to i$teract with a SpagoBI Server

)ho is it or-
Project teams that $ee& to i$tegrate SpagoBI

Page '
)hat is it or-
It a%%ows to use SpagoBI "rom e<ter$a% app%icatio$s

#pago$" %eta and #tudio can also !e plugged into the same Eclipse.

Software Download

#ow$%oa& the "o%%owi$g packages o" the most rece$t SpagoBI re%ease "rom :.2 (o$sortium
Project ;orge (http!BB"orge.ow2.orgB).

CAll,"n,/ne,#pago$"0last release tag1D
6his package co$tai$s a sta$&ar& i$sta%%atio$ o" SpagoBI ru$$i$g o$ 6omcat7 a%% e$gi$es a%rea&
co$"igure& "or ou a$& a simp%e &emo o" SpagoBI "u$ctio$a%ities o$ a 2SQ9 #B repositor.

C#pago!i%etaAnd#tudio,0os version1D
It is a pre-package& ec%ipse i$c%u&i$g the Stu&io a$& +eta p%ug-i$. Se%ect the package "or our :S
p%at"orm.

C#pago!i%eta,0os version1D
It is a pre-package& ec%ipse i$c%u&i$g the +eta p%ug-i$. Se%ect the package "or our :S p%at"orm.

" you (ant to install the $" repository on a dierent data!ase, you have to do(nload the #23
scripts that create the empty schema into one o the supported 4'$%# and e5ecute them on your
'$ console.

Software installation and
Configuration
Installing SpagoBI Server

*$Eip the server package i$ a "o%&er o" our machi$e (FSpagoBI-&irG here) a$& e<ecute the start-
up script that ouH%% "i$& u$&er the "o%&er FSpagoBI-&irGIapache-tomcat-).0.1-I3i$.

:pe$ the 3rowser a$& tpe http!BB%oca%host!-0-0BSpagoBI. Aow ou ca$ %ogi$ usi$g the "o%%owi$g
sta$&ar& accou$t! 3ia&mi$ (passwor&! 3ia&mi$) or 3i&emo (passwor&! 3i&emo).

Page )
#pago$" repository coniguration

I" ou &eci&e to create the repositor o$ a &i""ere$t >#B+S7 e<ecute the SQ9 script that creates
the schema repositor i$si&e our >#B+S a$& remem3er to cha$ge the &atasource co$"iguratio$
o$ server.<m% "i%e o$ our Iapache-tomcat-).0.1-Ico$" &irector.

;or a +S@% &ata3ase ou have to i$sert a$ <m% co&e %ike the "o%%owi$g!

0name678d!c9spago!i7 pass(ord67your pass(ord7 type678ava5.s&l.'ata#ource7
url678d!c:mys&l:990your hostname190spagobi repository17 username67your username791

where Cspago3i repositorD is the $ame o" the &ata3ase 3ui%t up with the SQ9 script o" the
se%ecte& re%ease a$& >#B+S p%at"orm.

'ata (arehouse resource coniguration

Simi%ar setti$gs shou%& 3e &o$e to co$"igure the &ata warehouse to 3e i$@uire& with SpagoBI.

<name="jdbc/<my resource name>" password="your password" type="javax.sl.!ataSource"
url="jdbc"mysl"//<your #ostname o I$ address>/<your dw# db name>" username="your
username"/>

#o$Ht "orget to i$c%u&e the resource %i$k i$ each co$te<t a$& to cha$ge the hi3er$ate &ia%ect
accor&i$g% o$ hi3er$ate.c"g.<m%7 @uartE.proprties a$& j3pm.c"g.<m% "i%es u$&er the Iapache-
tomcat-).0.1-Iwe3appsISpagoBII.5B-IA;Ic%asses &irector.

9ogi$ as 3ia&mi$ a$& create a $ew &atasource e$tr "rom resourcesB&atasource me$u.
>emem3er to set the hi3er$ate &ia%ect correspo$&i$g to our >#B+S p%at"orm a$& to set the 4A#I
resource as "o%%ows! java!compBe$vBj&3cBFm resource $ameGJ.

Installing SpagoBI Studio and %eta

I$ this sce$ario we re"er to a Stu&io a$& +eta com3i$e& package7 3ut the proce&ure ca$ a%so 3e
app%ie& to the Stu&io a$& +eta compo$e$ts separate%.
;or 3oth Stu&io a$& +eta7 u$Eip the Stu&io package o$ a %oca% "o%&er a$& start up the Stu&io
(SpagoBI.e<e). Aow7 &e"i$e a workspace that wi%% co$tai$ our %oca% project "i%es. 9ast% create a
$ew #B co$$ectio$ i$si&e the &atasource e<p%orer poi$ti$g to our &atasource.

;isit the #pago$" )iki to get more inormation on #pago$" modules installation and
coniguration.

Page ,
Use SpagoBI Meta

&'()*( ) B+SI,(SS %-!(.
I$si&e the Stu&io7 ope$ a SpagoBI P5>SP5(6I85 a$& create a $ew project 3 c%icki$g the sm3o%
with the SpagoBI ico$ i$ the too%3ar.
6o create a $ew 3usi$ess mo&e% (B+) ou must 3e positio$e& o$ the S6*#I: wi$&ow %e"t si&e7
se%ect 7ne( model7 with the right mouse 3utto$ a$& "o%%ow the i$structio$s "or a3stracti$g the
mo&e%.
At the "irst step7 ou have to choose which phsica% ta3%es are re@uire& to create our B+.
Seco$&%7 ou have to &e"i$e the @uera3%e mo&e%! the Busi$ess +o&e%. 6o create the 3usi$ess
c%asses7 just &rag K &rop the e$tities se%ecte& i$ the "irst step "rom the %e"t pa$e%. :$ce the mo&e%
is create&7 ou ca$ per"orm severa% operatio$s7 such as &e"i$i$g ta3%es as a C(*B5D or
C#I+5ASI:AD7 &e%eti$g attri3utes a$& e$tities7 e&iti$g attri3utes a$& e$tit properties7 creati$g
$ew re%atio$ships a$& 3usi$ess c%asses.

;isit the #pago$" %eta (iki page to discover all the unctionalities availa!le on #tudio9%eta
client.

I,/+I'0 *1( %-!(.
6o i$@uir our mo&e% c%ick o$ the mai$ wi$&ow7 the$ right c%ick o$ the ico$ C3usi$ess mo&e%D!
create -G @uer.
6he i$@uir must 3e %a3e%%e& a$& positio$e& i$si&e the "o%&er #A6AS56.
Set the @uer a$& c%ick o$ >5S*96 6AB to see the resu%t o" our @uer.

4emem!er that the graphical &uery !uilder solves all 8oins !et(een ta!les and data. +his (ay
the developer does not have to (rite any #23 statement, !ut this doesn<t mean you can<t do it =

Page -
+he direct #23 can !e (ritten into a #pago$" 'ata #et every time you need a special tuning on your
&uery.

!($.-0 *1( %-!(. ),! *1( /+('I(S I,*- S$)2-BI S('3('
Aow7 i$ or&er to &ep%o the B+ a$& #ataset i$to SpagoBI Server7 ou have to &e"i$e the right
co$$ectio$ to it. :$ce the co$$ectio$ is create&7 ou ca$ up%oa& the mo&e% a$& the @uer that
ouHve just &e"i$e&. >emem3er to &e"i$e a mea$i$g"u% %a3e% a$& se%ect the &ata source.

A"terwar&s7 co$$ect to a SpagoBI Server! our Busi$ess +o&e% has 3ecome a #atamart Q35
&ocume$t i$si&e SpagoBI. 6he B+ wi%% 3e save& i$ our perso$a% "o%&er7 so i" ouLve %ogge& i$ with
3ia&mi$7 ouL%% "i$& the mo&e% i$ the "o%&er 3ia&mi$.

Simi%ar% &ataset create& "rom B+ @ueries ca$ 3e &ep%oe& o$ server a$& use& 3 a$a%tica%
&ocume$ts.

;eriy that your dataset has !een sent successully, !y clicking on menu 4E#/>4CE# ,'A+A#E+.

Page /
Create a WorkSheet

&reate t#e uery
:pe$ the QB5 "i%e that i&e$ti"ies the B+ previous% create&7 se%ect "ie%&s o" i$terest a$& check the
resu%ts usi$g the P>58I5. 3utto$.

Build t#e wor4s#eet
Aow ou ca$ create our "irst .orkSheet. 4ust c%ick o$ the ta3 JworksheetJ.
(hoose the wi&get that ou wa$t to use7 &rag a$& &rop the "ie%&s "rom the Cse%ecte& "ie%&sD me$u
a$& check the resu%ts c%icki$g the JpreviewD ta3.
6o a&& a $ew o3ject to our &ocume$t7 ou ca$ c%ick o$ the green *3># i$ the &esig$er (3e%ow the
mai$ wi$&ow) a$& a $ew sheet wi%% appear.

Page 10
%ore on 5idget
9etHs see what ou ca$ &o with the worksheet.
.i&gets i$c%u&e!
- Basic 6a3%e
- Pivot 6a3%e
- Pie chart
- 9i$eBarea charts
- BarBstacke& charts

)dding a pivot table
#rag the pivot wi&get "rom the pa%ette to the mai$ pa$e%.
#rag measures i$to the re%ate& area a$& some attri3utes i$si&e the rows a$& co%um$s area.

As or measure, remem!er that it is very important to previously set the attri!ute property
?type@ as a measure in the $%, other(ise the (idget ields (ill not !e displayed.

)dding a c#art
Mo 3ack to the &esig$er a$& a&& a $ew sheet7 the$ &rag the pie wi&get i$to the mai$ page. I$si&e
the S5>I5S area7 &rag the "ie%&s &e"i$e& as a measure a$&7 i$si&e the (A65M:>I5S area7 &rag the
attri3utes that have to 3e associate& with the re"ere$ce measures.
Aow c%ick o$ the preview to see the "i$a% chart.

Page 11
$ublis# t#e 5or4s#eet
Save our &ocume$t7 3 c%icki$g the ico$ at the top right a$& se%ecti$g the "o%&er to save it i$.

6o "aci%itate retrieve the worksheet o$ce save& ou ca$ attach a$ image to preview the &ocume$t.

Page 12
Self-Service SpagoBI

6he sectio$ Cm &ataD co$tai$s the &ata set that ou create& o$ our ow$! with the 4.< versio$ o"
SpagoBI the e$& user ca$ up%oa& &ata sets i$&epe$&e$t% o" the "i%e tpe ((S87 5<ce%) a$& create
their ow$ a$a%sis.

My Data

6he user ca$ create $ew &ata sets 3 c%icki$g which activates this wiEar&s!

Page 11
1! Se%ect the "i%e a$& choose the "i%e tpe - (S8 or 5<ce%
2! Speci" the co$"iguratio$ "i%e7 that is7 how to i$terpret the co$te$t.
1! I$sert the meta &ata.
4! :verview o$ &ata.
'! Save.

:$ce ou ope$ the &ataset itHs &irect% possi3%e &esig$ the worksheet without passi$g through
the QB5.

Conclusion
6his @uick overview o" SpagoBI 4.x $ew "u$ctio$a%ities &emo$strates that gra$ti$g the access to
our &ata is &e"i$ite% a matter o" mi$utes.
6his is particu%ar% use"u% with agi%e BI approaches or whe$ ou $ee& to 3ui%& up a prototpe or a
*/C i$ a short time. 6his ca$ re&uce project risks7 avoi&i$g to spe$& time a$& mo$e o$ tra&itio$a%
BI activities 3e"ore havi$g a correct visio$ a$& sta3%e users re@uireme$ts.

>e"ere$ces!

Web site SpagoBI:
http!BBwww.spagowor%&.orgB<wikiB3i$BviewBSpagoBIB

Demo On-line:
http!BBspago3i.e$g.itBSpagoBIB

Wiki:
http!BBwiki.spago3i.orgB<wikiB3i$BviewB+ai$B

Forum:
http!BBwww.spagowor%&.orgBj"orumB"orumsB%ist.page

Traker !"ira#:
https!BBwww.spagowor%&.orgBjiraB3rowseBSPAM:BI

Do$nloa%:
http!BB"orge.ow2.orgBprojectBshow"i%es.phpNgroupOi&P204
Ser&ies:
Support K +ai$te$a$ce! http!BBwww.spagowor%&.orgB<wikiB3i$BviewBSpagoBIBSupport
(o$su%ti$g! http!BBwww.spagowor%&.orgB<wikiB3i$BviewBSpagoBIB(o$su%ti$g
6rai$i$g! http!BBwww.spagowor%&.orgB<wikiB3i$BviewBSpagoBIB6rai$i$g
Shop! https!BBspagoshop.spagowor%&.orgBspagoshopB

SpagoBI 4.x Quick Start ENG

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Quick start - A project with SpagoBI 4 (v.

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