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Jaspersoft User Guide

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OREGON STATE UNIVERSITY CORE Jaspersoft User Guide Business Intelligence Center Office of Budget & Fiscal Planning 510 Kerr Administration Building Corvallis, OR 97331 [email protected]
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Page 1: Jaspersoft User Guide

OREGON STATE UNIVERSITY

CORE Jaspersoft User Guide

Business Intelligence Center Office of Budget & Fiscal Planning 510 Kerr Administration Building

Corvallis, OR 97331 [email protected]

Page 2: Jaspersoft User Guide

Jaspersoft Training Guide – 11.2015 Page | 1

Table of Contents

CORE Report/Query Tools Comparison ........................................................................................................ 2

CORE Finance Data Area/Ad Hoc Lite ........................................................................................................... 3

Jaspersoft Security Overview ........................................................................................................................ 4

Key Sections: Request for Access – OSU Administrative Systems ................................................................ 5

OSU Jaspersoft File Naming Conventions ..................................................................................................... 6

How to Create an Ad Hoc View (Query) ....................................................................................................... 7

Modifying an existing Ad Hoc View ............................................................................................................ 12

How to Schedule a Report in Jaspersoft ..................................................................................................... 16

How to Rebuild a BI Query Report in Jaspersoft ......................................................................................... 21

Data Result Set Comparison ....................................................................................................................... 25

How to create a “Custom Filter” in Jaspersoft............................................................................................ 27

How to create a “One of” Filter option in a Jaspersoft Report ................................................................... 28

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CORE Report/Query Tools Comparison Function BI Query CORE Ad Hoc Lite Jaspersoft

Between () Function Y N Y M*

Calculated Fields (user definded) Y NA N Y

Calculated Totals (user definded) Y NA N N

Charts Y Y N Y

Create query from another Y NA N Y

Cross Tab Y Y N Y

Cut and Paste filter values Y Y Y single value

Dashboards N Y N Y

Drill through N Y Y Y

Export to Excel/CSV Y Y E* Y

Installed on Client Web Web Web

Mobile Access (IPAD, Phone) N Y Y Y

Remote Access RD + VPN Y Y RD + VPN

Report Column Sorting (live) N Y Y Y

Reports - Custom Y N N Y

Reports - Default Format Y Y Y Y

Save Queries Y N N Y

Save user input filter values Y N N Y

Select Fields Y N Y Y

Sub selects / Super Queries Y N N N

User defined Queries Y N Y Y

User defined Reports Y N N Y

User Scheduled Reports N N N Y

E - Excel Only M - Measures only Q - Query Only RD - Remote Desktop

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CORE Finance Data Area/Ad Hoc Lite

• Parameter entry is optional but at least one valid set of values, i.e. Fund and Fund Value, other than Fiscal Year must be entered

• The values “noentry” or “novalue“ indicates that a prior field overrides the parameter entry

• Parameters entry order is left to right and top to bottom

• The “Fields” Parameter controls what database fields are visible in the result set and export file

• The “Group by” Parameter controls the result set group order and subtotals

• The “Totals” Parameter controls visibility of details and totals

• Export to Excel Only: It is not recommended that uses attempt to download the entire database.

• Between Option: Enter Between values with a single space between values ( 001000 001999 )

Page 5: Jaspersoft User Guide

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Jaspersoft Security Overview

Comparison of Security for Data Warehouse data in BI Query and Operational Data Store (ODS) data in Jaspersoft1

BI Query Jaspersoft

Check Box within subject area on Request for Access – OSU Administrative Systems

Enter in "Other" within subject area on Request for Access – OSU Administrative Systems

Data Steward records approval in PPASKIL Data Steward records approval in PPASKIL

Complete required training Complete required training

Trainer records completion in PPASKIL Trainer records completion in PPASKIL

ECS Security Administrator grants access Overnight Process grants access

1Process of general availability after the first of the year (2016).

The security roles we currently anticipate creating in Jaspersoft, as they relate to BI Query security2

BI Query Jaspersoft

Finance Finance

Finance Payroll Payroll (both the FIS and HRIS perspectives)

Human Resources - Department Level Access Human Resources

Human Resources - Admin Level Access Human Resources

Human Resources - Benefits HR Benefits/Deductions

Student Term-Based Student

Student Admissions Student

Student Recruiting Student

Financial Aid Student Financial Aid

… …

2As data areas are developed and vetted with Data Stewards, this could change.

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Key Sections: Request for Access – OSU Administrative Systems

Page 7: Jaspersoft User Guide

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OSU Jaspersoft File Naming Conventions

• GL = General Ledger • OL = General Ledger • TL = Transaction ledger • PL = Payroll Ledger • HR = Human Resources • ST = Student

• Finance > = Finance Domain Topic • Student > = Student Domain Topic • Human Resources > = Human Resources Domain Topic

NOTE: For Ad Hoc Views and Reports that you create, it is highly recommended that you add your initials or name to Ad Hoc Views and Report Titles and/or Descriptions.

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How to Create an Ad Hoc View (Query)

Click on Create

1) Select a Data Source

2) Click “Choose Data “

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1) Highlight Database and move from the “Source” column to the “Selected Fields” Column on the right

2) Click OK

1) Select output format Note: Jaspersoft defaults to Crosstab

2) Select “Sample Data” or “No Data” (for BI Query type interface )

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1) Select Filters by dragging or right click and select filter

2) Click Apply

Add fields and measures drag and drop, double click, or highlight multiples then drag

and drop

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Add group by drag and drop

Add Totals Note: this is equal to the BI Query

SUM() function BI Query

2) Select “Full Data”

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Editing AdHoc Views Ad Hoc Views can be editied and some changes (filter conditions only) will propogate to the dependent reports. Additon of fields or changes to subtotal/totals, will not propagate to the dependent reports.

Deleting Ad Hoc Views Jaspersoft reports are dependent on the underlying Ad Hoc View. You cannot delete and Ad Hoc View if there is a report that is dependent on it (report was created for the Adhoc View). The solution is to delete the report and then delete the Ad Hoc View.

Editing Reports Jaspersoft Reports cannot be edited. If you want to make a change to a Jaspersoft report you must either delete the report and make changes in the dependent AdHoc View and recreate the report. OR Make changes in the dependent AdHoc View and overwrite the existing report.

Deleting Reports Jaspersoft Reports can be deleted without impacting any other files.

Save OR

Save and create a report

Page 13: Jaspersoft User Guide

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Modifying an existing Ad Hoc View OR How to Create an Ad Hoc view from and existing Ad Hoc View

Click on View List

Click to Open View List

Page 14: Jaspersoft User Guide

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Save As

1) Edit the name and include your username

2) Save to your User File subdirectory

3) Save

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Remember to rename the file and include you username in the file name. This will help you and others identiify files that you have created.

DO NOT COPY & PASTE AD HOC VIEWS OR REPORTS DIRECTLY FROM THE PUBLIC FOLDERS AREA TO OTHER DIRECTORIES.

WHILE JASPERSOFT WILL ALLOW YOU TO DO THIS, THE AD HOC VIEW OR REPORT

WILL NOT WORK.

Filename is now updated.

You can now begin making changes to the original Ad

Hoc View.

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DO NOT Copy and Paste files from the Public Directory to other directories, including your own directory.

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How to Schedule a Report in Jaspersoft Note – Only Jaspersoft Reports that you have created can be scheduled. Public reports cannot be scheduled. If you want to schedule an Ad Hoc View you must first create a report from the Ad Hoc View you want to schedule.

Click on View Report

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Right Click on Report and select

Schedule

ClIck on Create Schedule

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Populate Schedule

Name and Save

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Select Destination and Format

Set Parameters

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Set Notification

Save

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How to Rebuild a BI Query Report in Jaspersoft Extract the BI Query Sql (FA Contracts Year-End Query)

SELECT FINANCE.MFY_OPERATING_LEDGER.GRANT_CODE, FINANCE.MFY_OPERATING_LEDGER.GRANT_TITLE, SUM (FINANCE.MFY_OPERATING_LEDGER.PER_14_ACC_YTD_BUD_DR), SUM (FINANCE.MFY_OPERATING_LEDGER.PER_14_ACC_YTD_DR), SUM (FINANCE.MFY_OPERATING_LEDGER.PER_14_ACC_YTD_CR) FROM FINANCE.MFY_OPERATING_LEDGER LEFT OUTER JOIN FINANCE.GRNT MFY_OL_Grants ON FINANCE.MFY_OPERATING_LEDGER.GRANT_CODE = MFY_OL_Grants.GRANT_CODE WHERE (FINANCE.MFY_OPERATING_LEDGER.GRANT_CODE LIKE 'FA%') AND (MFY_OL_Grants.TERMINATION_DATE IS NULL ) AND (MFY_OL_Grants.GRANT_TYPE <> 'F') GROUP BY FINANCE.MFY_OPERATING_LEDGER.GRANT_CODE, FINANCE.MFY_OPERATING_LEDGER.GRANT_TITLE ORDER BY 1 ;

Identify which tables are used in the query

FINANCE.MFY_OPERATING_LEDGER FINANCE.GRNT

Identify which Filters are used in the query

WHERE (FINANCE.MFY_OPERATING_LEDGER.GRANT_CODE LIKE 'FA%') AND (MFY_OL_Grants.TERMINATION_DATE IS NULL ) AND (MFY_OL_Grants.GRANT_TYPE <> 'F')

Page 23: Jaspersoft User Guide

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Click on Create Ad Hoc View

Select a Data Source

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Select Tables move from left to right

FINANCE.MFY_OPERATING_LEDGER FINANCE.GRNT

2) Select Filters by dragging or right click FINANCE.MFY_OPERATING_LEDGER.GRANT_CODE LIKE 'FA%') AND (MFY_OL_Grants.TERMINATION_DATE IS NULL ) AND (MFY_OL_Grants.GRANT_TYPE <> 'F')

3) Click Apply

1) Select output format

Page 25: Jaspersoft User Guide

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1)Add fields and measures FINANCE.MFY_OPERATING_LEDGER.GRANT_CODE FINANCE.MFY_OPERATING_LEDGER.GRANT_TITL, FINANCE.MFY_OPERATING_LEDGER.PER_14_ACC_YTD_BUD_DR FINANCE.MFY_OPERATING_LEDGER.PER_14_ACC_YTD_DR FINANCE.MFY_OPERATING_LEDGER.PER_14_ACC_YTD_CR

2) Add Totals

2) Full Data

3) Click Apply

1) Sort by

Page 26: Jaspersoft User Guide

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Data Result Set Comparison

Number of records sub totaled (right click to remove)

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Jaspersoft Interactive Filtering Conditions Numeric Date Text Equals Equals Equals Does not equal Is not equal to Is not equal to Greater than Is between Contains Greater than or equal to Is not between Does not contain Less than Is on or before Starts with Less than or equal to Is before Does not start with Is between Is on or after End with Is not between Is after Does not end with no value = null no value = null no value = null Is one of Is not one of

• Dates: Blank Value = NULL()

• Is Between Filtering – Alternate Approaches:

• Use Text Filters

1. “Starts With” Filter

Examples:

A) (FINANCE.MFY_OPERATING_LEDGER.FUND BETWEEN '000000' AND '019999')

Fund starts with “00” OR Account starts with “01”

B) (FINANCE.GENERAL_LEDGER.ACCT <= 'B9999')

Account starts with “A” OR Account starts with “B”

C) (FINANCE.MFY_OPERATING_LEDGER.ORG BETWEEN '230000' AND '259999')

Org starts with “23” OR Org starts with “24” OR Org starts with “25”

OR

1. “One of” Filter a. Build and save filter conditions in an Ad Hoc View OR Jaspersoft Report

See section - How to Create a “One of” Filter option in a Jaspersoft Report

Page 28: Jaspersoft User Guide

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How to create a “Custom Filter” in Jaspersoft

FINANCE.MFY_OPERATING_LEDGER.FUND BETWEEN '000000' AND '019999' = Fund starts with “00” OR Fund starts with “01” FINANCE.GENERAL_LEDGER.ACCT <= 'B9999‘ = Account starts with “A” OR Account starts with “B”

Add custom Filter conditions

Add Fund Filter 2x’s

Add Account Filter 2x’s

Page 29: Jaspersoft User Guide

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How to create a “One of” Filter option in a Jaspersoft Report

Japersoft Report Gotchas

• Reports are dependent on the underlying Ad Hoc VIew • You cannot delete an Ad Hoc View unless you also delete the associated report/s • You cannot edit a Jaspersoft Report (change the underlying AdHoc view and recreate the

report) • Changes in Ad Hoc Reports will not always be reflected in the associated Jaspersoft Report/s

1) Select Values

2) Click Save

3) Name

4) New Filter will appear as permanent Filter

Option


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