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Metadata Editor

sd
2009/04/22 15:37
Pentaho Tutorial - Metadata Editor

Table of Contents
Metadata Editor ......................................................................................................................................................................... 3
Web-based Adhoc Query and Reporting (WAQR) ............................................................................................................... 3
Adding names in the Business View (l10n) .......................................................................................................................... 4
Resources ................................................................................................................................................................................ 4

Page 2 - last modified by sd on 2009/04/22 15:37


Pentaho Tutorial - Metadata Editor

Metadata Editor
Contents:
• Web-based Adhoc Query and Reporting (WAQR)
• Adding names in the Business View (l10n)
• Resources

To allow for ad-hoc reporting , you need to create a metadata layer with the Pentaho Metadata Editor.

Create a JNDI connection in /simple-jndi/jdbc.properties - the JNDI name must match what is configured in the Pentaho
instance. Make sure you have an associated connector for the database you are using.

Right-click Connections in the left pane and choose New Collection. Point it to the JNDI connection that you established.
Click Test to verify the connection.

Right-click the newly created connection and choose Import Tables. Select the table(s) to import and click OK. You might
want to browse the database using a tool like SQL Explorer to find the desired tables.

In the left pane, right-click Business Models and select New Business Model. Give it an appropriate name in the ID field in
the top-left corner. Select "Name" in the left pane and change the name string to something appropriate. This name will be
visible to the end-user. Select the corresponding connection to use. A new model will be visible in the left pane.

In the newly-created model, right-click Business Tables and select New Business Table. Choose a physical table and click
OK. Do this for each physical table that you wish to use.

To create relationships between tables:

1. Select two tables, by drawing a selection box around them or by pressing Ctrl while clicking on them.
2. Right-click one of the tables and choose Add Relationship.
3. Select the columns to connect, using the drop-down menus. The Guess Matching Fields might help, but isn't always
accurate.
4. Select the appropriate Relationship.
5. Enter any other required information and click OK.
6. Arrange the tables so that their relationships can be followed easily in the future.
The tables need to be added to the Business View so that they may be seen in the WAQR:

1. In the left pane, right-click Business View and select Manage Categories.
2. Add the required Business Tables to the Business View Categories, then click Close.
3. Give human-readable names to the columns in the tables by filling in the ID field in the properties. These will be
visible to the end user.
4. If you want to hide a particular column from the WAQR interface, tick the box, "Hidden For the User?". You might
need to click the Override button next to the option to make it selectable.
Don't be afraid to experiment! The Metadata editor does not modify the underlying database(s).

Once created, save the results. The Metadata Editor will store saved domains in ~/.pentaho-meta (on Linux).

Now the results need to be exported to an XMI file, which should be copied to the appropriate solutions dirctory in Pentaho.
At present (Pentaho 1.6), metadata files must be named metadata.xmi for Pentaho to recognise them.

Refresh the Solution Repository and Reporting Metadata. You might also need to restart the Pentaho server before the
change is visible in WAQR.

Web-based Adhoc Query and Reporting (WAQR)


To start to create a report, navigate to Go > New Report in the top menu of the Web interface.

Page 3 - last modified by sd on 2009/04/22 15:37


Pentaho Tutorial - Metadata Editor

Adding names in the Business View (l10n)


You need to add a name for each locale that your users use (defined in the language settings of their Web browser). The
Metadata Editor defaults to en_US. To define a new locale (e.g. en_AU), go to Tools > Locales Editor, or click the Locales
tab at the top of the right pane. You can define multiple locales, change their order (numerically) and even disable them.
Don't forget the click Apply Changes at the bottom of the window when you're done.

We recommend that you at least set a locale for en, which is generic English. Web browsers in the English-speaking world
usually fall back to en if their specific dialect (en_AU, en_GB, etc.) isn't available on a Web page.

Resources
• Pentaho Metadata Editor
• Creating Reports using Adhoc Reporting

Page 4 - last modified by sd on 2009/04/22 15:37

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