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Steel Wheels

The Steel Wheels example is a complete BI solution for a fictional company. It demonstrates many different kinds of reports with varying output formats (pdf, xls, html), a couple different analysis views to slice and dice OLAP data and some interactive dashboards.

Reporting

Inventory Report

Let's run our first report, an inventory report, which is a standard group/detail report organized by line of product and supplier and provides detailed information like SKU, product name, description, cost per unit, retail price and amount on hand.

Select Go > Solution. Then navigate down to Steel Wheels\Pentaho Reporting.

Notice that each folder and report have their own URL address allowing you to directly link to any report or location within Pentaho.

Hover over the report name or icon and a panel will appear.
  

Select the lightning bolt icon and then select "Run".
  

Another way to run the report is simply select the report's icon or select the report's name in the list.

Allowing you to choose your report output and only view what you need, this report provides a prompt to filter the information based on line of product and to choose the report format as PDF, Excel or as a web page. Please select "Classic Cars", "Motorcycles" and "Ships". Then select "Web Page" for the Report Format.
 

On the report, you may have the need to see an image of the product.  Report Designers can dynamically create hyperlinks anywhere in a report.   On this report, they are placed on all product names.  Select "1968 Ford Mustang".
 

 

You should see an image of the product from within Google Images.  Close the Google Images browser window.  You can also re-run the report and do this on the PDF report type.
 

Billing Statements

Here we will run an operational/production style report, a billing statement.  This report is organized by Customer and Invoice Number and contains more information within each of them.  For each customer, the report contains additional information like contact name and address.  For each Invoice Number, the report contains Account Number, Order Date and Ship Date information.

Select "Billing Statements" from the list. When prompted, select "AV Stores, Co." and "Alpha Cognac" from Customers and the Report Output set to "PDF".
 

 

Your report run should look something like this. As you can see, there is alot of flexiblity on how the report can be laid out and designed.
 

To show the quality between the PDF and Excel output. Run the report again and choose "Excel" as the Report Output. Each invoice will be on a separate sheet.

Income Statement

Further advanced in layout is a financial report, which varies on placement of objects on the report based on the data.  For instance, based on a category like income, expense, net income, other income, etc., determines where an object will be written on the report if at all.

Select "Income Statement" from the list. This report does not have a prompt and will immediately run. Here you can see that for each category (revenue, cost of goods, expense, etc.), the corresponding values are written with varying indentions.

Sales by Customer

This reports shows how to go from a summary type report and drill down into the detail.

Select the "Sales by Customer" report from the list. For this report, use the default settings in the prompt. Select "Ok".
 

Go to page two to view the chart.
 

Go back to page one. Select the customer, "La Rochelle Gifts". It will show you a report with all the orders for the customer.

 

Sales by Territory

The next series of reports shows how context can be passed from one report to another to another. 

Select "Product Lines" on the "EMEA" row.

 

Sales by Productline

Notice the Context is set to "EMEA". 

Select "Sales Reps" from the Classic Cars row.
 
 

Sales by Employee

Notice the context is set to "EMEA" and "Classic Cars".
 

 

Burst the Sales by Customer Report

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Analysis

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Territory Analysis

 

 

Product Line Analysis

 

 

Dashboards

Home - Top Ten Customers

This interactive dashboard allows you to quickly see who the top ten customers buying in each territory and/or by line of product.

Simply select any slice in the pie charts.  Based on the slices selected, the bar chart will list the appropriate top ten customers.
 

 

Google Maps Dashboards

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