1 Actuate Corporation © 2007 Give Users a Web Portal for Creating Ad-hoc Reports Virgil Dodson...
-
Upload
steven-clark -
Category
Documents
-
view
215 -
download
0
Transcript of 1 Actuate Corporation © 2007 Give Users a Web Portal for Creating Ad-hoc Reports Virgil Dodson...
1Actuate Corporation © 2007
Give Users a Web Portal for Creating Ad-hoc Reports
Virgil DodsonEvangelist, Actuate / BIRT Exchange
Email: [email protected]: www.birt-exchange.com/blogSkype: virgil_dodsonTwitter: birtexchangeYahooIM: virgil_at_actuate
2Actuate Corporation © 2009
Simplicity
that makes simple reports
easy
Simplicity
that makes simple reports
easy
Power
to createvery complexreport layouts
Power
to createvery complexreport layouts
BIRTBIRT
Business Intelligence and Reporting Tools
• Makes all report development easy
• Modern, web-page design metaphor
• Open and standards-based
• Flexible with rich programmatic control
• Full support for libraries and reuse
• Foundation for a range of reporting solutions
• Makes all report development easy
• Modern, web-page design metaphor
• Open and standards-based
• Flexible with rich programmatic control
• Full support for libraries and reuse
• Foundation for a range of reporting solutions
A New Generation of Reporting and Data Visualization Technology
5Actuate Corporation © 2009
BIRT Report Engine
The BIRT Report Engine allows you to write Java code to read in report designs, apply any parameters etc, and output a report.
• Used in standalone Java applications• RCP applications
• Batch applications
• Used in web applications
• Sample code at BIRT Exchange
6Actuate Corporation © 2009
Report Engine API Overview
• REAPI supports the following operations:
• Discover report parameters
• Get default parameter values
• Generate report documents. (rptdocument)
• Generate report output (PDF, HTML, DOC, XLS, PPT, PS)
• Fetch images and charts for a report
• Export report data as CSV
• Retrieve Table Of Contents, Bookmarks
7Actuate Corporation © 2009
BIRT WebViewerExample
The BIRT Web Viewer is an open source example implementation of a web application for running and viewing BIRT reports and uses the Report Engine API
• To view the report in the viewer complete with toolbar, navigation bar and table of contents features, use:
http://localhost:8180/birt23/frameset?__report=sales.rptdesign
• To view the report without the toolbar, navigation bar and table of contents features, use:
http://localhost:8180/birt23/run?__report=sales.rptdesign
• Other included Servlets are preview, document, output, extract
8Actuate Corporation © 2009
BIRT WebViewerExample (cont.)
• To go directly to an output format like PDF, use:
http://localhost:8180/birt23/run?__report=sales.rptdesign&format=pdf
• To get only a chart or table displayed as a reportlet, use:
http://localhost:8180/birt23/run?__report=sales2.rptdesign&__bookmark=birtchart&__isreportlet=true
11Actuate Corporation © 2009
Evolution of an Application
1 “Just give me a list of customer sales and the best performing city and state.”
12Actuate Corporation © 2009
Evolution of an Application
“We also need to dynamically link the customers’ to another report”
12
13Actuate Corporation © 2009
Evolution of an Application
“We’d like to slice this by sales rep, too, grouped alphabetically.”
12
3
14Actuate Corporation © 2009
Evolution of an Application
“Actually, we’d like to be able to produce a completely separate report for each rep.”
12
3
4
15Actuate Corporation © 2009
Evolution of an Application
“Maybe they should be able to change their view by themselves.”
12
3
4
5
16Actuate Corporation © 2009
Evolution of an Application
“We have quite a few users using this system now and there’s some fairly sensitive data in there...”
12
3
5
6
4
17Actuate Corporation © 2009
Evolution of an Application
“We need to schedule these reports to run every other week.”
7
12
3
5
6
4
18Actuate Corporation © 2009
Evolution of an Application
7
8
12
3
5
6
“We need to track which users have used the system.”
4
19Actuate Corporation © 2009
“They need to set up their own reports with new data.”
Evolution of an Application
9
6
8
4
7
12
3
5
20Actuate Corporation © 2009
Evolution of an Application
9
6
8
4
7
12
3
5
“We need these dashboards linked to our business process”
“We need to be able to approve or reject the changes”
“We need a single version of the truth”
“We need to analyze the information in Excel”“We don’t want to be waiting around for the results”
“We don’t want to be re-typing information from these dashboards into our other applications…can we export?”
“We need to be able to see the underlying detail”
“We need to print the dashboard out to take into meetings”
“We need the output as Excel”
“We need Flash charts”
“We need to easily find stuff within the dashboard”
“We need to know who’s looked at the information”
“We need a simple way to see the entire contents of the detail report”
“We need a view that looks like an existing flow chart”“We need these dashboards in multiple languages”
21Actuate Corporation © 2009
Report Integration and Deployment User Requirements
Report browsing and management• Easily add additional reports• Folder based storage and management of reports• Search and filtering lists of reports• Report versioning and automated deletion• Report descriptions and “headlines”
Report generation and scheduling• On-demand, “run now and I’ll wait” report generation • On-demand, “run now in background” report
generation• Scheduled report generation (one-time, recurring…)• Event-based scheduled report generation• Sequenced (daisy-chained) scheduled report generation• Easy to use parameter collection
Report sharing, distribution and notification• Automatic notification when report is completed• Attached report to email notification• Share reports in any folder with other users• Notification subscriptions (channels)
22Actuate Corporation © 2009
Report browsing, generation and scheduling
• User interface integrated into application experience
• Reports and integration are branded with application
• Parameter collection and management
Security
• Secure reports individually or in folders
• User and role-based security support
• Integration with application single-signon
• Integration with application security model
Scalability and high availability
• Scalable for large reports (many pages)
• Scalable for large numbers of reports
• Scalable for large numbers of users
• Clustering support
• High availability and failover
Report Integration and Deployment Integration Requirements
23Actuate Corporation © 2009
23
Actuate BIRT Product Line
Actuate Java Components
Components that provide end user interactivity, ad-hoc BIRT reporting, report browsing, etc.
Actuate BIRT Designer
Desktop tools for professional IT developers and power usersOpen Source BIRT plus Flash charts and gadgets, one-click installer and data adapters
iServer ExpressReady-to-go deployment servers for BIRT ReportsScheduling, security, email notifications, report management, …
25Actuate Corporation © 2009
25
Actuate Java Components
• A Web Application (WAR file) that contains:1. Actuate BIRT Viewer – enables end users to view BIRT reports
(**included with Actuate BIRT Designer License)
2. Interactive Viewer – enables end users to view BIRT reports, as well as analyze and personalize a BIRT report to meet their own needs
3. BIRT Report Studio – empower business users to use a browser to design ad-hoc reports and view BIRT reports
4. Actuate BIRT Deployment Kit – enables end users to view BIRT reports and provides file/folder browsing, configurable caching
26Actuate Corporation © 2009
26
Actuate BIRT Viewer
• Runtime support for BIRT reports with Flash content, Report documents as data sources
• Repository authorization integration, Authentication (IPSE based) integration,
• Client side scripting• Progressive Viewing, • Temp file/transient store management
27Actuate Corporation © 2009
27
Actuate Interactive Viewer
Hide/show elements
Custom calculations
Show/hide columns
Formatting text and currencies
Conditional formatting
Modify labels
Toolbar• Table of
contents• Page
navigation• Printing• Export data• Save
Grouping
Sorting
Simple and advanced filters
28Actuate Corporation © 2009
28
Actuate BIRT Report Studio
User-selected Information Object
Calculatedcolumn
Data styles
Template objects
Drag-and-drop palette
Format text and currencies
Toolbar• Cut/Copy/Paste• Delete• Undo/Redo• Chart• Table• Insert• Group• Filter• Prompt• Format• Run• Print• Export
Grouping and sorting
Easy to use… end-users do not know SQL… iterative development
29Actuate Corporation © 2009
29
Actuate iServer Express
Deploy, Manage, Schedule, Run and Share
BIRT Reports
Quickly and Easily
• Web-based user interface to run, view and share reports
• On-demand, time and event based scheduling• Automated email distribution of reports• User interface to collect report parameters• Secure reports with User and Role security• Report management, versioning and control• Variety of application integration options• Web Services Interface
30Actuate Corporation © 2009
iServer ExpressiServer Express iServer ExpressiServer Express
iServer Express Architecture
Data Sources
Data Sources
Relational Flat Files ERPLegacy EJBXML
<XML><XML>
Metadata Services
Web Services API
ReportStorage
BIRT Report Engine
Administration & Management
• User Privileges & Security Roles • Document versioning • Email Notification • Job Scheduling
iPortal• Turn-key UI for end-users • Based on JSP pages and servlets• Customizable and personalizable via
skins, functionality levels, modify JSPs
iPortal• Turn-key UI for end-users • Based on JSP pages and servlets• Customizable and personalizable via
skins, functionality levels, modify JSPs
Standard Viewer
InteractiveViewer
BusinessReportStudio
Management Console
• Turn-key UI for administrators and advanced end-users
• Based on JSP pages & servlets
• Not customizable
Management Console
• Turn-key UI for administrators and advanced end-users
• Based on JSP pages & servlets
• Not customizable
ConfigurationConsole
• JSP page for basic system configuration
ConfigurationConsole
• JSP page for basic system configuration
*NEW* JavaScript API
31Actuate Corporation © 2009
Integration Scenarios
1. Standalone• Skins-based customization (colors, logos)• Customizable JSP UI• No integration needed
iServer ExpressReport Server
User
2. URL Access• Hyperlinks from application pages to launch reports• Easy integration with web pages
User
URL
App Server(Java, PHP, …)
3. Web Services • API to access services, get content• Covers 100% of iServer Express functionality• Used for more granular, controlled integration• Complete WSDL for Java access
iServer ExpressReport ServiceUser
Web Services
App Server(Java, PHP, …)
iServer ExpressReport Service
4. Web 2.0 JavaScript API• API to include reporting into any web page
iServer ExpressReport ServiceUser
Web Services
App Server(Java, PHP, …)
32Actuate Corporation © 2009
Integration: URLs
Common
All URLs listed are relative. Absolute URLs should be prefixed with:
http://<serverurl>:<port>/<contextpath>
The following parameters should be added to all URLs serverURL=http://<serverurl>:<port>volume=<volume>
33Actuate Corporation © 2009
Integration: URLs (cont.)
Execute Report Transient (does not save)
/executereport.do__executablename={</path>}/<reportname.rptdesign>{;<versionnumber>}__progressive=true__saveOutput=false__wait=waitinvokesubmit=true<reportparams>=<paramvalues>
34Actuate Corporation © 2009
Integration: URLs (cont.)
Execute Report & Save
/executereport.do__executablename={</path>}/<reportname.rptdesign>{;<versionnumber>}__progressive=true__saveOutput=true__wait=wait__outputName={</outputpath>}/<outputname.roi>__versionName=<versionnumber>__replace=<true or false>invokesubmit=true<reportparams>=<paramvalues>
35Actuate Corporation © 2009
Integration: URLs (cont.)
View Report with Navigation Bar
/iv__report={</path>}/<reportname.rptdocument>{;<versionnumber>}
View Report without Navigation Bar
/iv__report={</path>}/<reportname.rptdocument>{;<versionnumber>}__ivcmd=run
36Actuate Corporation © 2009
Integration: Web Services API
• IDAPI - Actuate Information Delivery API
• Integrating and administering Actuate iServer Express
• SOAP messaging
• Supports:
• uploading and downloading files
• generating a report and
• scheduling report generation
• sending an e-mail notification when a job completes
• managing the users and security roles in an Encyclopedia volume
• …
37Actuate Corporation © 2009
Integration – JavaScript API
<script src="http://[servername]/iportal/jsapi" type="text/javascript"></script>
<script type="text/javascript" language="JavaScript">
function acload() {
actuate.load('viewer');
var reqOps = new actuate.RequestOptions( );
reqOps.setRepositoryType('Enterprise');
reqOps.setIServerUrl('http://[server]:8000');
reqOps.setVolume('BIRT Exchange');
actuate.initialize( 'http://[server]/iportal/',reqOps==undefined?null:reqOps, null,null,afterInit );
}
…
38Actuate Corporation © 2009
Integration – JavaScript API (cont)
function afterInit() {
salesByQtrChart = new actuate.Viewer("SummaryDiv");
salesByQtrChart.setReportName("/LinkedExamples/JsapiReports/SalesByYear2.rptdocument");
salesByQtrChart.setReportletBookmark("TotalSalesFlashChart");
salesByQtrChart.setWidth(650);
salesByQtrChart.setHeight(300);
var uiopts = new actuate.viewer.UIOptions();
uiopts.enableToolBar(false);
uiopts.enableScrollControl(false);
salesByQtrChart.setUIOptions(uiopts);
salesByQtrChart.submit();
}
</script>
<body onload=acload()>
<div id="SummaryDiv"></div>
</body>
41Actuate Corporation © 2009
BIRT Exchange Community Site
Centralized Knowledge Hub for BIRT Developers
Access Downloads, Demos, Tutorials, Tips & Techniques, WebinarsEasy for users to contribute content, share knowledgeEnables developers to be more productive and build applications faster
www.birt-exchange.comwww.birt-exchange.com
Download• Documentation• SoftwareShare Knowledge• Reports, Code, Tips• ForumsFind• Search, Sort• Rate, Comment
42Actuate Corporation © 2007
Give Users a Web Portal for Creating Ad-hoc Reports
Virgil DodsonEvangelist, Actuate / BIRT Exchange
Email: [email protected]: www.birt-exchange.com/blogSkype: virgil_dodsonTwitter: birtexchangeYahooIM: virgil_at_actuate