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


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


BIRT Deployment Options


BIRT Runtime


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


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


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


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


without toolbar

with toolbar


as PDF

as reportlet


Evolution of an Application

1 “Just give me a list of customer sales and the best performing city and state.”



“We also need to dynamically link the customers’ to another report”

12



“We’d like to slice this by sales rep, too, grouped alphabetically.”

12

3



“Actually, we’d like to be able to produce a completely separate report for each rep.”

12

3

4



“Maybe they should be able to change their view by themselves.”

12

3

4

5



“We have quite a few users using this system now and there’s some fairly sensitive data in there...”

12

3

5

6

4



“We need to schedule these reports to run every other week.”

7

12

3

5

6

4



7

8

12

3

5

6

“We need to track which users have used the system.”

4


“They need to set up their own reports with new data.”


9

6

8

4

7

12

3

5



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”


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)


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


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, …


24

Actuate BIRT Designer


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


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


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


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


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


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


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


iServer ExpressReport Service

4. Web 2.0 JavaScript API• API to include reporting into any web page

iServer ExpressReport ServiceUser

Web Services



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>


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>



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>



View Report with Navigation Bar

/iv__report={</path>}/<reportname.rptdocument>{;<versionnumber>}

View Report without Navigation Bar

/iv__report={</path>}/<reportname.rptdocument>{;<versionnumber>}__ivcmd=run


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

• …


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 );

}

…


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>



Demo


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


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

Date post:	28-Dec-2015
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1 Actuate Corporation © 2007 Give Users a Web Portal for Creating Ad-hoc Reports Virgil Dodson...

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