© 2008 by John Ward made available under the EPL v1.0 | Date | Other Information, if necessary...

© 2008 by John Ward made available under the EPL v1.0 | Date | Other Information, if necessary

Basic BIRT Report Development

John Ward, Innovent Solutions

Basic BIRT | Report Design | © 2008 by John Ward made available under the EPL v1.022

BIRT and us – Who are I? Who are you?

Who are we? John Ward, BIRT user

Innovent Solutions

Author: Practical Data Analysis and Reporting with BIRT

Who are you? Name, Company, technical background (C, SQL, Java,

reporting…)

Experience with BIRT

What are you hoping to get out of today’s presentation?


Agenda

BIRT Overview Lesson 1 – Simple Reports Lesson 2 – Charting in Reports Lesson 3 – BIRT Scripting Lesson 4 – Report Libraries and Templates Lesson 5 – Deploying with the Web Viewer


Objectives

Become Familiar with BIRT Designer Know how to create and design BIRT reports and projects Access Data in BIRT Reports Report Layout and Formatting Using Styles Sort, Group Data Use Report Parameters Create and Format Charts Write Expressions Using Scripting Creating and Using Libraries and Templates Deploy BIRT Reports


Easy

Hard

Presentation

Focus

BIRT Tasks – Audience

BIRT Report Developers

Advanced BIRT Developers

Deploy Experts

Reporting Integration

BIRT Extension

BIRT Core Development

Drag & Drop, Charting, Properties

BIRT Scripting

BIRT Viewer

Design Engine API

BIRT Extension Points

Eclipse Development


BIRT Target Users & Benefits

Embed pre-designed reports in application Designs reports using Eclipse-based designer Creates report libraries & templates

Powerful and easy to use report designer Creates & uses report libraries & templates

Focused on $, developer productivity End user satisfaction

Quick availability of reports Reports that also look good Content as HTML and PDF

Reports that support business activities Ever changing business requirements

Minimizes Eclipse developer training Increase developer productivity Lower costs

Saves calories vs. JSP/Java Minutes vs. days for HTML, vs. weeks for PDF Minutes to modify as user requirements change Iterative development gets the right reports quicker

ManagersManagers

End UsersEnd Users

ReportDevelopers

ReportDevelopers

JavaDevelopers

JavaDevelopers

Flexible, web page design metaphor Ability to leverage complex components


Report Designer

High Level BIRT Architecture

Report Engine

PresentationServicesReport Design Engine

XMLReportDesign

ReportDocument

HTMLPDFPrint

EclipseReportDesigner

GenerationServices

DataTransform.Services

ChartingEngine

Data

Data

ChartDesigner

Eclipse DTPODA

CustomDesigner


Reporting

Objectives: Become Familiar with BIRT WorkbenchTo create a BIRT Reporting ProjectTo create a BIRT ReportIntroduce the BIRT WorkbenchCreate a simple Product Profitability & Inventory ReportEnd User Customizing via Report Parameters


The Quick Tour

The BIRT Perspective Data View, Palette, Outline View, Layout, Code, Preview

BIRT Data Data Sources, Data Sets, Parameters

BIRT Layout Grids, Tables, Controls, Data Binding

BIRT Code Expression Builders vs. Code Pages

BIRT Preview HTML View, BIRT Viewer, PDF Viewer


Birt Designer

Graphical report designer, similar to web development applications such as Dreamweaver or Nvu

Provides visual environment to quickly “draw” reports

Provides mechanisms to quickly create data connections

Provides Project Management


Workbench


Navigator Navigates through Eclipse projects and

files under those projects Allows user to run report inside of BIRT


Outline Provides hierarchy of current report Allows for easy navigation of report

elements to change properties in the property pane

When selecting libraries, use the outline to copy non-visual components such as data sources and sets


Palette Contains a number of visual elements

used in BIRT report designs Similar to Toolboxes in MS Visual

Studio and other visual IDE


Data Explorer Contains.

Data Sources: Connections to database.Data Sets: Same as a Recordset. Allows users to navigate through Query Results.Report Parameters: Used as the interface for report parameters that will be passed to a Data Set.


Report Designer

Area where report layout is designed, previews of the report are seen, scripts and events are coded, and XML source for report can be viewed.


Areas of the BIRT Workspace (Cont.)

Properties Pane. Properties for BIRT objects can be modified, such as Data Set Binding, Font

information, formatting for Data Set returns such as Row Highlighting and Color Alternation.


Top Level Report Layout

Master Pages Contains elements visible on every page, such as page headers

Grids Used to position elements on page

Contains no Data Bindings

Tables Grids with Data Binding

Has Header, Detail, and Footer bands

Lists Single Column Tables


Demo – Static Report

Background: Our Manager, Mr Ernie, wants a generic letterhead.

Build a letter head for Classic Cars using containers to format the layout.

Objectives: Familiarize you with the concept of containers for Report Elements


Setting up a Project BIRT uses the eclipse paradigm of using

projects File/new/project From the project wizard, select report

project from under BIRT Set project name Projects are shown in the eclipse navigator


Setting up a Report With eclipse project open

From file menu

File/new/report From navigator

Right-mouse click on report project, new/report

Select project to associate report with and give file name


Containers


Data Access

Data Sources Handled data connections

Data Sets Defined Data to be used in Report

Parameters Used for User Interaction to Filter Data

Cascading Parameters

Parameter Binding


Setting up JDBC

Setup is done via the Data Explorer when setting up a new data source.

Click on the “manage drivers” button. Point to JDBC ZIP/JAR file. In order to set up connection, you must know the

JDBC URL. Can set a template of the JDBC URL format for

future use of driver. This makes it easier for future connections.

Datasources can be added to libraries for report projects that use consistent datasources.


Creating a Data Set With data source(s) created, right-click

on data set and chose new. Type in SQL query. Can create Joined Data Sets to

combine 2 or more data sources. Here I am using a questionmark, which

will bind a report parameter to a query. Datasets can be added to libraries. http://birtworld.blogspot.com/2006/05/

joined-data-sets-with-birt-21.html


Report Parameters Used to create dynamic result sets

from queries Binds user input to filter results sets Parameters get assigned in sequential

order, first parameter gets assigned to first bind variable in query

Report Parameters get stored as global variables in reports, accessible in scripts and expressions in addition to data.


Tables

Slots Header

Detail

Footer Data Binding

Makes table/list aware of values in Data Set Grouping

Group on value in Data Set Sorting

Sort on value in Data Set


Styles

Built In

CSS

Themes


Aggregates

Aggregate operations Sum

Avg

Count Done at the binding level


Viewing Reports

Preview

Web Viewer

Emitters


Report Run

Can Run from Navigator or from File Menu Reports that get run open in separate browser window. Results can be saved. Option to view as HTML, Word, Excel, PDF


Demo – Building Reports - Product Profitability Report

Scenario: You work for the Classic Cars company. Your boss, Mr Ernie, wants a report that is a simple listing of all product sales in the database, with the total costs and total profits for each product arranged by State and City, sorted in order of decreasing amounts of total profits. Provide a report parameter to limit the listing to just 1 state. Make sure that the parameter only lists those states already in the database.

Objective: To Familiarize ourselves with building reports with Data awareness and work with data.


Demo – Product Profitability Report

1. Bring up Eclipse2. Open the BIRT Perspective3. In the Navigator View create a BIRT Report Project4. In the Project create a BIRT Report5. Add a data source to the Classic Models Sample database6. Add a data set to list products, total costs, total profits7. Add report items8. Format report9. Group items10.Sort items11.Add report parameters12.Add data set parameters13.Preview


Lesson 2 – Charting in Reports


Basic Concepts – Charting in Reports

Charts integrated with BIRT Report Designer

Charts can be used standalone as a library

Wide variety of chart types

Many formatting options

Charts are extensible to include more types


Pie Charts

2D, 2D with depth Ratio, Explode slices, Min Slice


Bar Charts

Horizontal, Vertical 2D, 2D w/depth, 3D Stacked, Side-by-side Percent, Logarithmic


Bar Charts

38


Cones – Tubes – Pyramids

39


Line Charts

Horizontal, Vertical 2D, 3D Various types of markers Line styles, thicknesses Drawn as Line, Curve


Stock Charts

CandleStick / Bar Stick Horizontal, Vertical 2D Formatting control


Scatter Charts

Horizontal, Vertical 2D Various types of markers Line styles, thicknesses Drawn as Line, Curve


Area Charts

Horizontal, Vertical 2D, 2D w/depth, 3D Stacked, Side-by-side Percent, Logarithmic Drawn as Line, Curve


Difference/Range Charts

44

2D. Curve or Straight lines. New Negative/Positive Fill also works for other types.


Meter Charts

2D, formatting control Regions, Needle styles, thicknesses


Gantt Charts

46

2D. Custom Bar width Custom Start/End Markers Data : Task ID / Start Date, End Date, Task Name


Bubble Charts

2D Custom Bubble shape – Square, triangle, diamond, star, icon…

47


Data Binding in Charts Bind through Data Set

Bind through Report Element


Interactivity in Charts

Can jump to anchor points

Drill Through to other Reports

Interactivity through Javascript


Demo – Charting in Your Report

Scenario: Mr. Ernie wants a report that is a simple listing of all products in the database, with the number of units in stock. Arrange the products for each Product Line and sorted the products in each product line in decreasing order of total inventory. Your boss would also like to only list those products with a minimum quantity in stock. Provide a report parameter to limit the output to those products with a quantity in stock greater than that specified in the report parameter.

Add a Pie chart to this report to list products and their inventory.


Demo – Charting in Your Report

1. Start with the Product Listing report. 2. Select Product Line grouping row3. Insert row below titles4. Merge cells5. Insert chart6. Select Pie chart, SVG output7. Inherit data from container8. Category – Product Name, group; Value – Quantity In Stock,

aggregate by Sum()9. Format chart


Demo – Charting in Your Report Final Output


Lesson 3 – Scripting in a BIRT Report

Objectives: To build simple expressions for highlighting To build JavaScript scripts


Scripting

For some logical calculations and report-centric tasks, a JavaScript based scripting engine has been embedded into BIRT.

Report events can be overridden to implement custom actions, such as creating calculated fields on row retrieval from a dataset.

Variables can be declared and used persistently throughout reports through scripting mechanism.

http://birtworld.blogspot.com/2006/03/java-and-session-objects-in-birt.html

Later presentation more focused on Scripting: “Advanced BIRT Report Customization” tell Virgil and Jason that I sent you ;)


Scripting Background

Do you know Javascript?

Do you know Java?


• BIRT Utilizes the Mozilla Rhino Javascript engine.

• All the features of JavaScript 1.5

• BIRT Script allows for use of Java classes and methods (regular expression, searches, etc) as well as custom Java objects

• Event Handlers can be external Java objects, not just Javascript

BIRT

Awesome!


•Simple, 1 line expressions

•Used in data elements to return single result

•Used in visual elements as a simple condition or to retrieve display values

•Triggered by Events in BIRT

•onOpen

•onRender

•Fetch

•Complex, multi line statements

•Contain advanced logic to manipulate BIRT elements

•Can reference and set external elements

•Can invoke external Java objects


Demo – Expressions

Scenario: Ernie wants a Employee Sales Performance Report. Have a chart to show employee sales against a quota, and create a computed column for grouping.

Objective: Demonstrate basic expression in Data Elements, complex expressions in the computed column and groupings.


Scripting/Event Handling (Simplified)

•Handlers are called for particular events

•Handlers are methods

•Code to do task is placed in the method

•Can be externalized in Java objects

•http://www.eclipse.org/birt/phoenix/deploy/reportScripting.php#javaevents


Demo – Using Java Scripted Data Source

Scenario: A request has come through from the Java developers to create a method to list all the Java environment variables to assist in application development.

Objective: Give a quick overview of the Scripting event model by creating a scripted data source.


Demo – Using Java Scripted Data Source

Create a scripted data source object Create a scripted data set

3 data fields: Name, Value, Type In Open Method

Assign the Packages.java.lang.System.getProperties() to a variable. Get iterator from the entrySet().iterator() method.

In Fetch Methodwhile (propIter.hasNext()) {

entry = propIter.next();row['propName'] = entry.getKey();row['propValue'] = entry.getValue();return true;

}

return false; Add data grid


Lesson 4 – Libraries and Templates

Objectives: To use & build BIRT Report Libraries in building reportsTo use & build BIRT Report Templates


Basic Concepts - Libraries

Enables collaboration in report development, speeds up report design Large #’s of report developers, or, large #’s of reports

Many designs use same elements, or layouts Stores report items shared between multiple developers/reports Use multiple libraries in a report design Changes to report items in library reflected in all report designs

Open design in designer

Generate report Group related styles into a theme Can convert a report design into a report library File extension - .rptlibrary Define resource folder location in Window->Preferences->Report

Design->Resource


Demo – Using a BIRT Library

1. Create BIRTLib.rptlibrary to Workspace2. Refresh project3. Open BIRTLib.rptlibrary4. Publish library to resource folder5. Copy visual items to report editor6. Copy data sets to report Outline view7. Preview8. Change a report item in library9. Preview


Basic Concepts – Templates

Serve as starting points for speedy report development Template captures visual relationships of report items Degree of completed template depends on requirements Can use report libraries in template Design of template is similar to report design Define template location in Window->Preferences->Report

Design->Template


Demo – Creating a Template

1. Create New Template in similar fashion to a report design2. Specify display name, description, image3. Design template just as a report design4. Register Template with New Report wizard

5. Open existing report.6. Save as Template.


Lesson 5 – Deploying with the Web Viewer

Objectives: To deploy BIRT Reports in TomcatDiscuss other Deployment Options


Traditional Report Deployment Strategies

Burst reports Took lots of resources

Online Reports None BI based solutions

Cumbersome and time consuming to develop Error prone No consistent interfaces


Online Report Deployment

Using BI Based Solutions Rapid Deployment

Available to global audience

Ability to deploy to a number of commonly used formats


BIRT Deployment Capabilities

From the Designer HTML

MS Office Formats (Note: Excel not yet included)

PDF

Postscript From the web viewer

HTML Real-time navigation

CSV

PDF


More advanced Deployment Options

Beyond scope of this class Report Engine embedding into Java applications

See later tutorial: “Integrating Reporting into your Application” and tell Scott I said Hi.

Chart Engine Navigation See tomorrows talk: “BIRT Chart APIs”

Advanced Report Design Retrieval methods Retrieve from archive Retrieve from Database Remote File System Retrieval

SSH FTP SMB/CIFS


The BIRT Web Viewer Example Application

Good starting point for deploying online applications Does most of the important functions that online report viewers

need

Table of Contents Pagination and Navigation Export for Print, PDF, Word, Excel Export to CSV for resorting and manipulation of numbers Parameters through internal and external parameter pages

Deploys to J2EE containers


BIRT Web Viewer Available From

BIRT Runtime Package Contains all libraries already

BIRT Eclipse Designer Contains all packages needed for web viewer

Needs to be copied among different packages Compiled from Source

Download Source from CVS

Modify source as needed and compile to deploy New in BIRT 2.2, New Project


Deploying Reports to the Web Viewer application

Copy files over to the Documents folder Accessed using the “__report” URL parameter Subsequent parameters can be called via the parameter dialog,

URL parameter passing, or through external FORMS


Demo – Deploying to the Web Viewer application

Deploying Report Copy report into working directory

Run the example report


BIRT Project Summary

Top level Eclipse project 100% Java, Open Source, powerful, extensible reporting

technology Easy to use, with a web centric design metaphor Supported by an active community Open source and free, with a commercial friendly license Getting started & learning more:

My blog: http://digiassn.blogspot.com

BIRT pages on Eclipse Web site http://www.eclipse.org/birt

BIRT pages on Actuate Web site http://www.actuate.com/birt

BIRT related blog http://birtworld.blogspot.com

BIRT Newsgroup news://news.eclipse.org/eclipse.birt


Q/A

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