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Enabling Ad Hoc Reporting
Providing self-service reporting to your users
2
Data as a feature
© Copyright 2000-2018 TIBCO Software Inc.
Winter
Helping Users Reach
Goals with Data
Spring
Embedded B...
3
Hello from Jaspersoft!
© Copyright 2000-2017 TIBCO Software Inc.
Shane Swiderek
Product Marketing Manager
San Francisco,...
4
Jaspersoft
© Copyright 2000-2018 TIBCO Software Inc.
A BI & analytics platform designed for software builders
Architectu...
Agenda
© Copyright 2000-2018 TIBCO Software Inc.
• What is Ad Hoc Reporting?
• How to prepare data with
metadata layer
• C...
6
You can’t predict every questions your
users will have!
© Copyright 2000-2018 TIBCO Software Inc.
but what about…?
Repor...
7
Canned vs Custom Reports
© Copyright 2000-2018 TIBCO Software Inc.
Canned Reports & Dashboards
Built by developers and i...
8
Report Repository Layout
© Copyright 2000-2018 TIBCO Software Inc.
Public Folder – Canned
Private Customer Folders – Cus...
9
Two Types of Reporting
© Copyright 2000-2018 TIBCO Software Inc.
Pixel Perfect
Reporting
Self Service
Web Reporting
Desi...
Agenda
© Copyright 2000-2017 TIBCO Software Inc.
• What is Ad Hoc Reporting?
• Preparing data for users
with metadata laye...
11
Process for building metadata layer
© Copyright 2000-2018 TIBCO Software Inc.
Specify
Tables
Derived
Tables
Joins
Calc....
12
Self-service report lifecycle
© Copyright 2000-2018 TIBCO Software Inc.
Metadata DistributeDesign
Defines Schema
(Domai...
13© Copyright 2000-2018 TIBCO Software Inc.
Demo
Creating a domain
(metadata layer)
Agenda
© Copyright 2000-2017 TIBCO Software Inc.
• What is Ad Hoc Reporting?
• Preparing data for users
with metadata laye...
15
Self-service report lifecycle
© Copyright 2000-2018 TIBCO Software Inc.
Metadata DistributeDesign
Defines Schema
(Domai...
16
What can you design?
© Copyright 2000-2017 TIBCO Software Inc.
Crosstabs
Charts
Combinations (Dashboards)
Tables
17© Copyright 2000-2018 TIBCO Software Inc.
Demo
Designing an Ad Hoc Report
Agenda
© Copyright 2000-2017 TIBCO Software Inc.
• What is Ad Hoc Reporting?
• Preparing data for users
with metadata laye...
19
Self-service report lifecycle
© Copyright 2000-2018 TIBCO Software Inc.
Metadata DistributeDesign
Defines Schema
(Domai...
20© Copyright 2000-2018 TIBCO Software Inc.
Demo
Distributing an Ad Hoc Report
Agenda
© Copyright 2000-2017 TIBCO Software Inc.
• What is Ad Hoc Reporting?
• Preparing data for users
with metadata laye...
22
What next?
© Copyright 2000-2017 TIBCO Software Inc.
See How to Get Started
http://www.jaspersoft.com/getting-started
T...
23
Thank you!
© Copyright 2000-2018 TIBCO Software Inc.
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Enabling Ad Hoc Reporting

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Are your users getting enough mileage out of the reports and dashboards you’re providing? Or do they still have unanswered questions that you’re fulfilling on a one-off basis?

Regardless of how much effort you’ve put into understanding your users, it’s impossible to predict every question they will have. In this webinar, we will explore Ad Hoc reporting and see how to arm users with a drag and drop environment so that they can find answers to their custom questions on their own.

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Enabling Ad Hoc Reporting

  1. 1. Enabling Ad Hoc Reporting Providing self-service reporting to your users
  2. 2. 2 Data as a feature © Copyright 2000-2018 TIBCO Software Inc. Winter Helping Users Reach Goals with Data Spring Embedded BI: All Things Considered Summer Modern Reporting At Scale TBD Fall ???
  3. 3. 3 Hello from Jaspersoft! © Copyright 2000-2017 TIBCO Software Inc. Shane Swiderek Product Marketing Manager San Francisco, CA Raphael Peguet Sr. Solutions Consultant Dublin, Ireland
  4. 4. 4 Jaspersoft © Copyright 2000-2018 TIBCO Software Inc. A BI & analytics platform designed for software builders Architecture agnostic API-first approach Open standards Customizable (open source) PLATFORM EMBED - JavaScript API - Extensive REST APIs - Mobile apps & SDKs DESIGN - Pixel perfect reports and visualizations via IDE - Self-service via browser MANAGE - Tenants/users/roles - Repository - Import/export - Scheduling/export Multi-tenant support
  5. 5. Agenda © Copyright 2000-2018 TIBCO Software Inc. • What is Ad Hoc Reporting? • How to prepare data with metadata layer • Creating and customizing Ad Hoc Reports • Distributing Ad Hoc Reports • Q & A
  6. 6. 6 You can’t predict every questions your users will have! © Copyright 2000-2018 TIBCO Software Inc. but what about…? Report developer Casual user
  7. 7. 7 Canned vs Custom Reports © Copyright 2000-2018 TIBCO Software Inc. Canned Reports & Dashboards Built by developers and included by default for all your customers Same set of reports shared by all customers (secured by data security structure) Customer 2 Customer 1 Custom Reports & Dashboards Built by end users (or dev) and only consumed by that customer Each report must be stored separately (object level security) Customer 1 Customer 2
  8. 8. 8 Report Repository Layout © Copyright 2000-2018 TIBCO Software Inc. Public Folder – Canned Private Customer Folders – Custom Customer 1 Folder Customer 2 Folder Customer 1 Customer 2
  9. 9. 9 Two Types of Reporting © Copyright 2000-2018 TIBCO Software Inc. Pixel Perfect Reporting Self Service Web Reporting Designer Persona IT/Developer/Professional report writer Casual user/Power user For Pixel perfect, programmatic control across export formats Consumption on web –design and customization not primary concern Requires Technical training, SQL/Query knowledge A well designed and performant Data Warehouse Tables ✔ ✔ Charts ✔ (3 libraries supported) ✔ (1 library supported) Crosstabs ✔ ✔ Images ✔ (from URL, File, DB) ✔ (from URL) Hyperlinks ✔ ✔ Subreports ✔ Multiple Data sources ✔ Maps/Widgets/ 3rd Party Customizations ✔ Export to 9 Formats ✔ ✔ (not pixel perfect) Self service: Focus on easy creation, not control Pixel Perfect: 100% control of design
  10. 10. Agenda © Copyright 2000-2017 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Distributing Ad Hoc Reports • Q & A
  11. 11. 11 Process for building metadata layer © Copyright 2000-2018 TIBCO Software Inc. Specify Tables Derived Tables Joins Calc. Fields Display Names Secure + Localize Administrator
  12. 12. 12 Self-service report lifecycle © Copyright 2000-2018 TIBCO Software Inc. Metadata DistributeDesign Defines Schema (Domain) Design View/Dashboard in Online Editors Email, Mobile, Web Admin End Users
  13. 13. 13© Copyright 2000-2018 TIBCO Software Inc. Demo Creating a domain (metadata layer)
  14. 14. Agenda © Copyright 2000-2017 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Distributing Ad Hoc Reports • Q & A
  15. 15. 15 Self-service report lifecycle © Copyright 2000-2018 TIBCO Software Inc. Metadata DistributeDesign Defines Schema (Domain) Design View/Dashboard in Online Editors Email, Mobile, Web Admin End Users
  16. 16. 16 What can you design? © Copyright 2000-2017 TIBCO Software Inc. Crosstabs Charts Combinations (Dashboards) Tables
  17. 17. 17© Copyright 2000-2018 TIBCO Software Inc. Demo Designing an Ad Hoc Report
  18. 18. Agenda © Copyright 2000-2017 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Distributing Ad Hoc Reports • Q & A
  19. 19. 19 Self-service report lifecycle © Copyright 2000-2018 TIBCO Software Inc. Metadata DistributeDesign Defines Schema (Domain) Design View/Dashboard in Online Editors Email, Mobile, Web Admin End Users
  20. 20. 20© Copyright 2000-2018 TIBCO Software Inc. Demo Distributing an Ad Hoc Report
  21. 21. Agenda © Copyright 2000-2017 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Distributing Ad Hoc Reports • Q & A
  22. 22. 22 What next? © Copyright 2000-2017 TIBCO Software Inc. See How to Get Started http://www.jaspersoft.com/getting-started Try Jaspersoft Free for 60 Days http://www.jaspersoft.com/download O’Reilly Book: Embedding Analytics in Modern Apps www.jaspersoft.com > Resources Get your question(s) answered by an expert Send questions to: emea-jaspersoftdemo@tibco.com Next webinar: The Top 5 Analytics Types
  23. 23. 23 Thank you! © Copyright 2000-2018 TIBCO Software Inc.

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