BIRT 2.6 Data Analysis and Reporting

By John Ward

This book is a concise and practical guide aimed at getting the results you want as quickly as possible. It steers the reader through each point of reporting from setup to scripting, designing, formatting, and deploying BIRT reports using a common example that runs through the book. If you are a Java developer and want to create rich reports using BIRT, then this book is for you. You will need a basic understanding of SQL to follow along.

• Language: English
• Publisher: Packt Publishing
• Release date: Jul 15, 2010
• ISBN: 9781849511674

John Ward

John Morris Ward is a professional architect and author. In addition to architecture and writing, he loves anything that has to do with water and the ocean, including sailing, scuba diving, fishing, and spearfishing. He lives in Tallahassee, Florida.

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BIRT 2.6 Data Analysis and Reporting

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BIRT 2.6 Data Analysis and Reporting

Copyright © 2010 Packt Publishing

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First published: July 2010

Production Reference: 1090710

Published by Packt Publishing Ltd. 32 Lincoln Road Olton Birmingham, B27 6PA, UK.

ISBN 978-1-849511-66-7

www.packtpub.com

Cover Image by Vinayak Chittar (< [e-mail]>)

Credits

Author

John Ward

Reviewers

Moncef Maiza

Meenakshi Verma

Jason Weathersby

Michael Williams

Acquisition Editor

Douglas Paterson

Development Editor

Dhiraj Chandiramani

Technical Editor

Gaurav Datar

Copy Editor

Sanchari Mukherjee

Editorial Team Leader

Gagandeep Singh

Project Team Leader

Lata Basantani

Project Coordinator

Srimoyee Ghoshal

Proofreader

Lesley Harrison

Indexer

Monica Ajmera Mehta

Production Coordinator

Melwyn D'sa

Cover Work

Melwyn D'sa

About the Author

John Ward is a consultant for Innovent Solutions, specializing in BIRT and e-commerce search and navigation solutions. Before he began working with Innovent Solutions, John was an Assistant Vice President for Citibank, North America, managing the training MIS group and overseeing developing of new technology-based training initiatives. John actively works with and tests BIRT—an open source reporting platform built on Eclipse. His work involves development work based on BIRT reports and the BIRT APIs. John also maintains The Digital Voice blog at http://digiassn.blogspot.com.

I'd like to thank my Wife, Claudia, for her love, support, and patience throughout the writing of this book; my Grandfather and Father for their wisdom and advice; and my Mother for her encouragement and support.

I would also like to thank Scott, Jason, Virgil, and Krishna, for years of working together to bring BIRT support to the community, and showing the community what is possible and bringing BIRT to new levels.

About the Reviewers

Moncef Maiza is a technologist, with years of experience in designing and building products and services that are used by some of the largest corporations in the world. Currently Mr. Maiza is a Principal at DataSieve, where he identifies, develops, and manages the technical products and services to further to achieve company's goals. Previously Mr. Maiza was the first employee at digiMine, where he played a crucial role in getting the company started and played a leading role in developing a world class infrastructure for the pioneering WebHousing Application Service Provider.

Prior to working with digiMine, Mr. Maiza served as the president and CEO of ISTC Corp—a software development and business intelligence consulting company. During his tenure at ISTC, Mr. Maiza lead the company in building applications, data warehousing systems, and on-the-edge reporting systems for companies such as Ford Motor Company, Liberty Mutual, UPS, 3M, and SEARS Roebuck.

Before that Mr. Maiza was of Director of Information at CPHA—a pioneering company in the field of medical informatics that hosted the data of more than 2000 leading U.S. hospitals. CPHA was later bought in part by HCIA Inc. Mr. Maiza played the lead role in moving the company to adopt modern data warehousing and management techniques. He also helped in developing innovative techniques to mine data from the enormous CPHA/HCIA data warehouses.

Mr. Maiza holds graduate degrees in mathematics and computer sciences from the University of Michigan in Ann Arbor.

Meenakshi Verma has a been part of the IT industry since 1998. She is experienced in deploying solutions across multiple industry segments using SAP BI, SAP Business Objects, and Java/J2EE technologies. She is currently based in Toronto, Canada and is working with Enbridge Gas Distribution.

Meenakshi has been helping with technical reviews for books published by Packt Publishing across varied enterprise solutions. Her earlier work includes JasperReports for Java Developers, Java EE 5 Development using GlassFish Application Server, Practical Data Analysis and Reporting with BIRT, EJB 3 Developer's Guide, Learning DOJO, and Websphere Application Server.

I'd like to thank my Father (Mr Bhopal Singh) and Mother (Mrs Raj Bala) for laying a strong foundation in me and giving me their unconditional love and support. I also owe thanks and gratitude to my husband (Atul Verma) for his encouragement and support throughout the review of this book and many others, to my four-year old son (Prieyaansh Verma) for giving me the warmth of his love despite my hectic schedules, and to my brother (Sachin Singh) for always being there for me.

Michael Williams graduated with a degree in Computer Engineering from the University of Kansas in December of 2004. He has been working with BIRT since 2008. Currently, he works as a BIRT-Exchange Evangelist for Actuate Corporation named The People Behind BIRT, and spends much of his time creating technical content for the website (www.birt-exchange.org), attending conferences, and answering forum questions.

Preface

BIRT is an open source business intelligence and reporting tool, built on top of the Eclipse Framework. BIRT is used by developers for building reports that can best represent data and tell a story of that data that is easy to follow. In addition, BIRT can be integrated into a product, to allow that product to provide reporting capabilities. This book will walk the user through the basics of building reports with BIRT and introduce them to the various sections of the BIRT environment.

What this book covers

Chapter 1, Getting Started, is an introduction to BIRT. It gives the reader an idea of the BIRT features, community landscape, and the various websites out there that are dedicated to BIRT.

Chapter 2, Installing BIRT, guides the user through the various ways of installing BIRT.

Chapter 3, The BIRT Environment and First Report, introduces the BIRT workspace environment by walking the reader through a simple report example.

Chapter 4, Visual Report Items, presents us with various visual report items that are available for use in a report design.

Chapter 5, Working with Data, discusses how to retrieve data from databases, flat text files, web services, and other data sources.

Chapter 6, Report Parameters, explains how to get input from the report user, along with how to apply these report parameters in filtering data.

Chapter 7, Report Projects and Libraries, looks at reusing report sections and sharing resources through libraries and report projects.

Chapter 8, Charts, Hyperlinks, and Drilldowns, shows how to build summary data using charts and linking sections of charts to reports. In addition, hyperlinking used in online reports to link and show detailed data in other reports is discussed here.

Chapter 9, Scripting and Event Handling, discusses report generation through event handling, as well as how to manipulate and format data using simple JavaScript expressions. Some advanced scripting examples are provided based on common requests.

Chapter 10, Deployment, looks at how does a developer can get reports out into the world for consumption.

Note

We also have the following two chapters that are available for free download on Packt site:

The chapter Styles, Themes, and Templates, demonstrates the various ways a report developer can format their report using basic formatting, styles and stylesheets, and themes, along with how to reuse report designs through templates. The chapter is available at http://www.packtpub.com/sites/default/files/downloads/1667-styles-themes-and-templates.pdf.

The chapter Practical Example: Building Reports for Bugzilla, takes everything covered so far and puts it all together by looking at a project with reporting requirements, and builds a report environment from the ground up. The chapter is available at http://www.packtpub.com/sites/default/files/downloads/1667-practical-example-building-reports-for-bugzilla.pdf.

What you need for this book

Any of the following BIRT versions will work for this book:

BIRT 2.2.x

BIRT 2.3.x

BIRT 2.5.x

BIRT 2.6

In addition, all the code examples can be downloaded from Packt site.

Who this book is for

If you are a Java developer and want to create rich reports using BIRT, then this book is for you. You will need a basic understanding of SQL to follow along.

Conventions

In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.

Code words in text are shown as follows: Create a new report project called BIRT Book Chapter 5 examples.

A block of code will be set as follows:

1.0 encoding=UTF-8?>

http://www.w3.org/2001/XMLSchema-instance>

John

Ward

Developer

New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in our text like this: Under the Data Explorer pane, right- click on Data Sources and select New Data Source.

Note

Warnings or important notes appear in a box like this.

Tip

Tips and tricks appear like this.

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Tip

Downloading the example code for this book

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Questions

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Chapter 1. Getting Started

This is a very interesting time for open source. As soon as a novel concept is put forth by enthusiasts, new functionality is included into software that changes our lives, and a lot of it is built on open source technology. Having been an open source advocate for some time now, I have seen a phenomenal amount of change and progress in the quality and quantity of Open Source Software (OSS) projects. From the thoughtful minds of professional software developers, engineers, and hobbyists, tools have sprung up to support a number of disciplines, including programmers, authors, office staff, teachers, students, media, and graphic designers. While there was a time when there was only expensive proprietary commercial software available to use to perform particular tasks, now there are a lot of new and free alternatives based on OSS.

Open source projects start, and also die, all the time. Each project starts to address what a user, or group of users, perceives as a relative shortcoming in the current computing landscape. While OpenOffice.org was derived from StarOffice to address the lack of an open source office suite, Mozilla has grown from the ashes of Netscape to compete with Internet Explorer, leading to the creation of Firefox, which not only has provided an alternative to IE but has revitalized the browser wars, even garnering attention to its commercial competitor Opera. And there is no end to the innovations that PERL and PHP have brought about.

Even non-free software benefits from OSS. Many different projects take portions of fully functional open source software implementations to use in their products. Commercial routers from companies such as Linksys have embedded Linux in them, and even gamers are affected as the Sony PlayStation 3 and Nintendo Wii were both designed to run using Linux. Mono, the open source implementation of the .Net framework, has helped with growth in the .Net community.

But there has always been one area that has been severely lacking, and that is the area of business intelligence. While there are solutions such as writing PERL or PHP scripts, these really don't leverage full fledged Business Intelligence, the idea that reports and tools can be used by businesses to make strategic decisions based on short term and long term data and trend analysis. There has not been an open source tool that really addresses this shortcoming. Crafty developers can take the long approach and write scripts and programs that automate data reporting tasks, but this is a long and complicated process. Proprietary software for doing reporting tasks do exist, such as the report developer inside Microsoft Access for reporting off Access databases, Crystal Reports, and larger offerings such as Business Objects. These are tools that have been built to automate reporting tasks such as data retrieval, sorting, aggregation, and presentation into a format that is meaningful to the user. Such tools have been lacking in the open source community, and have only begun to gain speed in the last few