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Evaluating Pentaho Analysis Using Your Own Data

This document contains instructions and information that helps you evaluate Pentaho Analysis using your own data. This document can be used with version 1.7.X of the Pentaho Open BI Suite. If you are using version 1.7.x, It is assumed that you are familiar with the Pentaho Design Studio and the Pentaho BI Platform. Please note that with version 1.7 you can still use these instructions to create the analysis schema. After you create the schema, with version 1.7, you can easily create a Pentaho Analysis View using the web based interface available in the "Go" menu item of the PCI. That means you do not have to use the Pentaho Design Studio to create the initial view as you would with 1.6.x.  However as you become more advanced with the Pentaho Platform you can use the Pentaho Design Studio to manipulate the MDX query to create some comprehensive dynamic analysis views.Pentaho Analysis is built on the popular Mondrian OLAP engine. The Pentaho BI Platform embeds the Mondrian engine as part of its architecture. Along with the Pentaho BI Platform, the Mondrian engine processes MDX requests with the ROLAP (Relational OLAP) schemas. These schema files are XML metadata models that are created in a specific structure used by the Mondrian engine. These XML models can be considered cube-like structures which utilize existing FACT and DIMENSION tables found in your RDBMS. It does not require that an actual physical cube is built or maintained; only that the metadata model is created. The structures and related API are outlined in the Mondrian Technical Guide that accompanies the Mondrian distribution as well as the Schema Workbench.


  1. Configure your Pentaho BI Server data source using the Pentaho Admin Console
  2. Create your Pentaho Analysis Schema Model using Schema Workbench
  3. Publish your Pentaho Analysis Schema Model to the Pentaho BI Server
  4. Create Use the Pentaho User Console to Create a New Analyzer Report (Enterprise Edition) or Analysis View Action Sequence(Community)
  5. Execute the Pentaho Analysis view

Pentaho Version 2.0 configuring your data source click here <-- NEW

Pentaho Version 1.7 configuring your RDBMS JNDI data source on your application server <-- OLD

Use the resources listed below to find instructions for configuring your RDBMS JNDI data source:

  • JBoss
  • Other: Refer to your Java application server's documentation on how to configure JNDI data sources

 Creating your Pentaho Creating your Pentaho Analysis Schema Using the Schema Workbench


  1. Download and unzip the Schema Workbench
  2. Ensure your JDBC driver is in <drive>:\workbench-<version>\drivers directory
  3. Copy your JDBC driver to that folder if necessary. For example for Oracle 10g, the latest ojdbc14.jar file (found from Oracle's Web site) to that location were copied.
  4. Follow the schema_workbench.pdf documentation; it can be found in the "doc" sub-directory: <drive>:\workbench-<version>\doc.
  5. You will find that the best way to learn how to create a simple schema using the Schema Workbench is to open an existing *.mondrian.xml file provided with the Pentaho Open BI Server, such as the one found in the ..\pentaho-solutions\samples\analysis directory in the solution repository for version 1.7 or <dirve>:\biserver-ee\pentaho-solutions\steel-wheels\analysis\steelwheels.mondrian.xmlfor version 2.0. xml

    Note: The sample *.mondrian.xml files require you to place the Hypersonic or MySQL JDBC driver in the "drivers" directory and set up the appropriate connection URL and CLASS in Tools > Preferences section prior to opening them.

  6. More advanced uers users can use the Mondrian Technical Guide documentation as a reference to understand what the Mondrian structures are. When developing using the GUI please note that you can add additional elements that the Schema Workbench might not expose in the GUI. These items can be added in the actual XML code that is generated.
  7. Additional reference material can be found here: