Jaspersoft and Clarity PPM - Advanced Reporting with Data Warehouse

JASPERSOFT and CLARITY PPM
Advanced Reporting with Data Warehouse
Solutions Consultant
linkedin.com/in/thiagobottoni
Thiago Bottoni

Advanced Reporting Overview
Platform
Capabilities
Ad-Hoc Views Studio Reports Dashboards
- Pixel perfect
- Robust reporting features
- Scheduling capability
- Quick to create
- Technical background not needed
- Self-Service reporting
- Combine multiple reports
- Easy to create
- Auto-refresh feature
- Centralized repository
- Creation of interactive reports
- Designed for business users
- Eclipse-based environment
- Creation of precision reports
- Designed for devs and technical users

Advanced Reporting Overview
Data Sources
CLARITY
CA PPM BEAN
Real-Time Reporting
Production Database
ALL tables
DATA WAREHOUSE
CA PPM DWH BEAN
Job Processing
Recommended for reporting
ONLY selected tables
Domains
- Virtual Views
- Created and stored in Jasper Server
- Do not modify the data sources
- Can be joined, filtered and labeled for
business needs
- Business users don’t need to know the
data model to create reports
Project
Tables
Resource
Tables
Financial
Tables
- Can connect to about any data source
- Jasper Server comes standard with
connection wizards for JDBC, JDNI
and Bean (Java Bean) data sources
Out-of-the-box Domains
Application Management
Custom Master Object
Financial Management
Idea Management
Investment Management
Project Management
Resource Management
Time Management

Clarity Data Warehouse Overview
Data Warehouse
- Better performance
- Can be separate database
- Simpler data model
- Columns are consistently named across tables
- Includes custom fields
- Potential uses
- Rewrite poor performing reports and portlets
- Use external tools like Tableau, QlikView, etc.
Common Terms
• Dimension: Descriptive fields on an object (Examples: Investment name, manager,
description, etc.)
• Fact tables: Metrics on an object (Examples: Total Cost, Actual Hours, Planned Benefit,
etc.)
• Star Schema: Database design. A simpler Star would have a fact table liked to a few
dimension tables.
Fact TableDimension
STAR SCHEMA

Clarity Data Warehouse Overview
Clarity Jobs
Full Load
Incremental Load
Jaspersoft Users
Access Rights
Job Name: Load Data Warehouse
- Flag the option “Full Load”
Loads the entire DWH database
New custom attributes and objects require a full load
Run it periodically (once a week)
Job Name: Load Data Warehouse
- Unflag the option “Full Load”
Runs a differential load
Captures the changes you’ve made, except new custom attributes/objects
Run it frequently (twice a day)
Job Name: Load Data Warehouse Access Rights
Addresses user security privileges in the data warehouse
Job Name: Create and Update Jaspersoft Users
Gives your users access to the Jasper Server if they have permission
Updates Jasper Server if you change any user rights

Clarity DWH Sizing and Loading
Data Warehouse size may vary by industry and type of implementation, however it will typically be
15% to 25% of the Clarity production database size.
DWH Sizing
Load Times
PPM DWH Full Load Job (approx.)
5 GB 1 GB 10 min
65 GB 7 GB 35 min
223 GB 33 GB 5 hours
Source: Rego Consulting

Available Data Content Within Data Warehouse

Data Warehouse Table Prefix Standards

Example: Team Query (Clarity Database)
• Inconsistent joins
• Inconsistent column names
• Need to know lookup types
• Multiple joins to the same table
• Not intuitive

Example: Team Query (Data Warehouse Database)
• No need to join to lookup tables
• Consistent joins
• Consistent column names
• Intuitive

What you can do
• Embed reports to Clarity portlets
• Customize OOTB reports
• Create your own views
• Schedule and send reports by email
• Schedule DWH jobs
• Control access rights to the repository
• Rewrite poor performing portlets
• Use external BI tools (Tableau, etc.)
• Save new views to a private folder
• Project dashboard to a TV (With auto-
refresh)
• Include your custom attributes to the DWH
• Access Jasper Server directly from Clarity
Advanced Reporting Architecture

Instructions:
Navigate to Jasper Server at Clarity Home > Personal > Advanced Reporting

Instructions:
Create a new Ad Hoc View

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Instructions:
1) Pick out a domain
2) Click on Choose Data…

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Instructions:
1) Choose the fields you want in your report
2) Click on Add
3) Ok

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Instructions:
1) Choose Table
2) Expand the Filters column

Instructions:
Start by dragging and dropping the columns you want in your table

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Instructions:
1) You can also drag and drop some fields to the Filter column, so they will be available to filter your data
2) You can choose which kind of filter you want: is one of, equals, contains, etc
3) You can enter custom expressions to rule your filters
4) Apply

A AND B AND C
OR D
Info:
This is just an example of how custom expressions work

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Instructions:
1) Let’s sort our data
2) Choose a field to sort on
3) Click on Add
Info:
Notice that there’s a little arrow next to the chosen fields. You can alter
from ASC to DESC clicking on them.

Instructions:
Choose a field to group your report

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Info:
Notice that your data was grouped by the field you chose.

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Instructions:
1) Try other table options
2) Choose Totals Data
Info:
Notice that your table shows only totals now.

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Instructions:
1) Try other table options
2) Choose Details and Totals
Info:
Notice that your table shows details, sub-totals and totals now

Instructions:
Hover the pointer over the small icon at the Fields section and choose Create Calculated Field…

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Instructions:
1) Give a name to your field
2) Build your formula
3) Validate it when you’re done
4) Click on Create Field
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Info:
Here’s the Jaspersoft Calculated Fields Reference
https://community.jaspersoft.com/documentation/tibco-jasperreports-server-user-guide/v62/calculated-fields-reference
Here’s the formula I used:
CaseWhen(“Business Alignment” <=30, ‘Low Alignment’, “Business Alignment” > 80, ‘High Alignment’, ‘Medium Alignment’)

Instructions:
Drag the field you just created and drop in the columns bar

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Instructions:
1) Right click on the column you just added
2) Navigate to Change Summary Calculations
3) Choose None, because it doesn’t make sense to count that field

Instructions:
Give a name to your table

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Instructions:
1) Try exporting your table to one of these formats
2) Start by choosing PDF

Info:
This is your table exported to PDF

Instructions:
Let’s save this table both as a new Ad Hoc View and Report

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Instructions:
1) Give a name to your view
2) Choose a folder
3) Give a name to your report
4) Choose a folder
5) Click Save

Instructions:
Navigate to the repository

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Instructions:
1) Navigate to the folder you’ve saved your content
2) Open the report (Not the view)

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Instructions:
1) Click on the last column (the calculated field we’ve created)
2) Choose Formatting…

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Instructions:
1) Navigate to Conditional Formatting
2) Click Add
3) Choose an operator
4) Write a condition
5) Format the field as you want
6) Click OK

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Instructions:
1) Again, click on another column which data type is number
2) Choose Formatting…

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Instructions:
1) Navigate to Conditional Formatting
2) Choose the Sub-Total field only (Notice that in
the first time we’ve formatted only the details
rows)
3) Click Add
4) Choose an operator (Let’s try a range)
5) Type the conditions
6) Format the field as you want
7) Click OK

Instructions:
Click Save (Keep in mind that saving the report won’t update the view and vice-versa)

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Instructions:
1) Choose the fields you want in your report
2) Click on Add
3) Navigate to Pre-filters

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Instructions:
1) Drag a field to the Filters panel. By doing this, you’ll start your report with this filter already applied.
2) Choose a value for your filter
3) Navigate to Display

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Instructions:
1) Change the display name of the previously selected fields if you want
2) Navigate to Save as Topic

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Instructions:
1) Give a name to your topic
2) Click OK
This will save your choices above (fields, pre-filters and display). If you pick out this topic the next time you create an Ad Hoc View, you won’t need to choose
everything again.

Instructions:
Let’s create a crosstab now
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Info:
Notice that the fields appear with the display label you chose

Instructions:
Choose Full Data.
- Sample data only shows a limited number of rows. If you have a huge amount of records, prefer working with Sample Data. Otherwise, you may have
performance issues.
- Full Data shows everything. If you don’t have a huge amount of records, you can work with Full Data.

Instructions:
Drag and drop fields to your table

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Instructions:
1) If you chose more than one row, expand all
2) Hover the pointer over the small icon at the Measures section and choose Create Calculated Measure…

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Instructions:
1) Give a name to the new measure
2) Build a formula
3) Validate it
4) Click Create Measure
Here’s the formula used:
“Total Planned Cost” - “Total Actual Cost”

Instructions:
Drag the new measure and drop in the columns bar

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Instructions:
1) Right-click on the measure you’ve created
2) Navigate to Change Data Format
3) Choose the money format: ($1,234.56)

Instructions:
Save this as an Ad Hoc View only

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Instructions:
1) Give a name to your view
2) Choose a folder
3) Click Save

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Instructions:
1) Pick out the topic you’ve created earlier instead of a domain
2) Click OK

Instructions:
Let’s create a chart now
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Info:
Notice that you didn’t need to choose anything after picking your topic instead of a
domain and that your previous configurations (Fields, pre-filters and display) were
automatically applied)

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Instructions:
1) Drag and drop fields to the Columns and Rows bar
2) Drag and drop fields to the Filters panel

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Instructions:
1) Hover the pointer over the chart configuration icon
2) Choose Chart Types

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Instructions:
1) Choose Bubble Chart
2) Close the pop-up window

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Instructions:
1) Slide the Columns to the right (This will ungroup the values)
2) Slide the Rows to the right (This will ungroup the values)
3) Choose a filter
4) Apply

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Instructions:
1) Hover the pointer over the chart configuration icon
2) Choose Chart Format…
3) Navigate to Advanced
4) Take a time to read the Advanced Chart Formatting article from Jaspersoft. It will show you
everything that can be formatted in a graph.
5) Click on Add New Property

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Instructions:
1) Type the property you want to format
2) Type the property value
3) Click Add
4) Click OK
Here’s the Jaspersoft article on advanced chart formatting. You
may copy the property and configure how you want:
https://community.jaspersoft.com/wiki/advanced-chart-formatting
Here’s the Highcharts JS API Reference. Some properties
described there also works here:
https://api.highcharts.com/highcharts/
Here are the properties I used:
yAxis.plotLines [{“color”:”red”,”value”:”50”,”width”:”2”,”dashStyle”:”longdashdot”}]
xAxis.plotLines [{“color”:”red”,”value”:”250000”,”width”:”2”,”dashStyle”:”longdashdot”}]

Instructions:
Give a name to your chart

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Instructions:
1) Hover the pointer over the save icon
2) Save this as an Ad Hoc View only

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Instructions:
1) Give a name to your chart
2) Choose a folder
3) Click Save

Instructions:
Create a Dashboard

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Instructions:
1) Drag and drop new content to your dashboard
2) Drag and drop existing content to your dashboard
Info:
If you drag and drop a not existing content chart, crosstab or table to the dashboard, the Ad
Hoc creation page will pop-up on the screen.

Instructions:
Right-click on any view or report and choose Properties…

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Instructions:
1) Flag Show refresh button
2) Flag Show export button
3) Try different Scales to Fit (Choosing Dashlet, the report
or view will fit to the dashlet dimensions)
4) Flag Auto-refresh dashlet contents
5) Type an auto-refresh interval
Notice that you’re doing this at the report/view level, you’re not
applying auto-refresh to the entire dashboard yet.

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Instructions:
1) Drag and drop a filter to the dashboard which exists in more than one report or view
2) Click on the dashboard configuration icon

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Instructions:
1) Pick a background color
2) Flag Show Filter Dashlet as pop-up window (it will make
the filter dashlet disappear from the dashboard)
3) Pick a color to the title bars
4) Pick a color to the title bar background
5) Flag Show Export button
6) Flag Auto-refresh dashboard contents
7) Type an auto-refresh interval (Now you’re applying auto-refresh to the entire dashboard)
8) Click OK

Instructions:
Click on the filters hierarchy icon

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Instructions:
1) Click Add
2) Choose another dashlet that also has the same
filter option (In this case, all the dashlets can be filtered
by Portfolio Name)
3) Choose the parameter affected
4) Click OK
You’ve created a group filter, so when you apply a filter to the dashboard (In this
case Portfolio Name) all dashlets that have Portfolio Name as an available filter
will be filtered simultaneously.

Instructions:
Save your dashboard

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Instructions:
1) Give a name to your dashboard
2) Choose a folder
3) Click Save

Instructions:
Toggle to the display mode

Instructions:
Click on the filter icon

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Instructions:
1) Deselect the previously applied filter
2) Make a different filter combination
3) Apply

Info:
Notice that both dashlets were filtered at once

Instructions:
Open the Jaspersoft Studio
If you haven’t installed yet, please follow this guide on how to install the Jaspersoft Studio client, install a license and create a data adapter:
https://docops.ca.com/ca-ppm/15-6-1/en/advanced-reporting-with-jaspersoft/install-jaspersoft-studio-professional-7-1-and-ca-jdbc-adapter/

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Instructions:
1) Right click to Servers
2) Choose Create JasperReports Server Connection

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Instructions:
1) Give a name to your connection
2) Type the jasper URL following the pattern: https://<your_server>:<port>/reportservice/
3) Enter the Organization ID
4) Enter an active jaspersoft user
5) Enter the user’s password
6) Test Connection
7) Click Finish

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Info:
Notice that you can see the Jasper Server repository

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Instructions:
1) Click File
2) New
3) Choose Jasper Report

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Instructions:
1) Choose a report template
2) Next

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Instructions:
1) Choose the project folder
2) Give a name to your report
3) Click Finish

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Instructions:
1) Click on the arrow
2) Choose the DWH data adapter

Instructions:
Type a valid query to retrieve the fields you want to use

Here’s the query I used:
SELECT inv.investment_name "Project Name",
inv.investment_manager "Project Manager",
prj.objective "Objective",
inv.schedule_start "Start Date",
inv.schedule_finish "End Date",
inv.business_alignment "Business Alignment",
inv.risk "Risk Score",
smr.plan_cost "Planned Cost",
smr.plan_actual_cost_var "Planned Cost Variance",
smr.plan_benefit "Planned Benefit",
smr.plan_actual_benefit "Actual Benefit"
FROM dwh_inv_investment inv
INNER JOIN dwh_inv_summary_facts smr
ON inv.investment_key = smr.investment_key
INNER JOIN dwh_inv_project prj
ON inv.investment_key = prj.investment_key
WHERE inv.is_template = 0
AND inv.is_active = 1
AND inv.investment_type_key = 'project'
AND UPPER(inv.investment_name) = UPPER('eCommerce Portal')

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Instructions:
1) Click Add to create a new parameter
2) Give a name to it
3) Drag the new parameter and drop in the query
4) Click on Read Fields. It will load the fields in your query to the jasper report.
5) OK

Here’s the new query (With the parameter):
SELECT inv.investment_name "Project Name",
inv.investment_manager "Project Manager",
prj.objective "Objective",
inv.schedule_start "Start Date",
inv.schedule_finish "End Date",
inv.business_alignment "Business Alignment",
inv.risk "Risk Score",
smr.plan_cost "Planned Cost",
smr.plan_actual_cost_var "Planned Cost Variance",
smr.plan_benefit "Planned Benefit",
smr.plan_actual_benefit "Actual Benefit"
FROM dwh_inv_investment inv
INNER JOIN dwh_inv_summary_facts smr
ON inv.investment_key = smr.investment_key
INNER JOIN dwh_inv_project prj
ON inv.investment_key = prj.investment_key
WHERE inv.is_template = 0
AND inv.is_active = 1
AND inv.investment_type_key = 'project'
AND UPPER(inv.investment_name) = UPPER($P{ProjectName})

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Instructions:
1) Drag and drop some fields to the Title band
2) Drag and drop static texts to label the fields

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Instructions:
1) Right click the project
2) Choose create dataset to create a sub-dataset

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Instructions:
1) Give a name to the sub-dataset
2) Create a new dataset from a connection or data source
3) Next

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Instructions:
1) Choose the DWH adapter
2) Type your query
3) Next

SELECT tsk.task_name"Task Name",
tsk.start_date "Start Date",
tsk.finish_date"End Date",
tsk.days_late "#Days Late",
tsk.wbs_type_key "Type",
tsk.cost_type_key "Cost Type",
tsk.task_owner "Owner"
FROM dwh_inv_task tsk
INNER JOIN dwh_inv_investment inv
ON tsk.investment_key = inv.investment_key
WHERE tsk.wbs_type_key IN ('TASK', 'MILESTONE')
AND inv.investment_name = 'eCommerce Portal'

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Instructions:
1) Select all fields
2) Finish

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Instructions:
1) Right click the sub-dataset
2) Choose Dataset and Query to filter our data

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Instructions:
1) Add a new parameter
2) Give a name to the new parameter
3) Drag the parameter and drop to the query
4) OK

Instructions:
Insert a table to the Detail band

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Instructions:
1) Choose the sub-dataset you’ve created
2) Next

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Instructions:
1) Use same connection used in the master report
2) Next

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Instructions:
1) Select all fields
2) Next

Instructions:
Format the table as you want and click on Finish

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Instructions:
1) Click on your table
2) On the right panel (Table properties) click on Table
3) Flag Fit columns to table element, so the fields will fit the table size you chose

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Instructions:
1) Click on Dataset
2) Choose Parameters
3) Add a new parameter
4) Choose the sub-dataset parameter
5) Select the master-dataset parameter
6) OK
7) Finish
After configuring this, when you filter your report, jaspersoft will pass the
same filter both to the master report and to the sub-dataset

Instructions:
Drag and drop the Widgets Pro icon to the title band

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Instructions:
1) Choose the Linear Gauge
2) OK

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Instructions:
1) Right click on the widget
2) Click Edit Widget Properties

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Instructions:
1) Navigate to Linear Gauge Options and configure your widget as you want (Background color, pointer color, etc.)
2) Let’s try some advanced properties. Click on Show Advanced Properties

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Instructions:
1) Click Add to create a new property
2) Take a time to read the available parameters here: https://www.fusioncharts.com/dev/chart-guide/gauges-and-widgets/linear-gauge
3) Enter the value to the parameter you chose
4) OK
5) Navigate to Widget Data

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Instructions:
1) Unflag Use Dataset
2) Navigate to Linear Pointers

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Instructions:
1) Click on the previously created parameter
2) Choose Modify
3) Choose the field that will determine the pointer position
4) OK
5) Navigate to Color Ranges

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Instructions:
1) Add a new range
2) Choose a color to the range
3) Enter the label to the range
4) Type the min value
5) Type the max value
6) OK
7) OK

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Instructions:
1) Add another Linear Gauge to represent the Risk Score
2) Double-click on your table

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Instructions:
1) Click on the table fields
2) Choose Static Text and format the fields as you want
3) Navigate back to the main report
Info:
Tip: To create a pattern to a date field, go to the field properties, navigate to Text Field
and click on (…) on the right of Pattern property, then choose the pattern you want like
YYYY-MM-DD, MM-DD-YYYY, etc.

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Instructions:
1) Drag and drop the page number element to the report
2) Click on the report fields and format them as you want
3) Right click to the unused bands and delete them

Instructions:
Double click on the Objective Field. Let’s create a formula to limit the text length.

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Instructions:
1) Type the expression
2) Click Finish
Here’s the expression I used:
(($F{Objective}.length() > 140) ? CONCATENATE($F{Objective}.substring(0,140)," (...)") : $F{Objective})
It will print the entire objective field if its length is less than 140 characters. If not, it will print 140
characters plus “(…)”

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Instructions:
Let’s add an image to the report.
Info:
Keep in mind that the image you’ll choose must be inside the workspace, jasper
server or available in the internet.

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Instructions:
1) Choose where your image is located
2) Browse the image

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Instructions:
1) Choose the image
2) OK
3) OK

Instructions:
1) Let’s preview the report to see how it looks

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Instructions:
1) Type an active project name
2) Click Play

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Info:
If you have any issue to visualize the Widget Pro, download Phantom JS here: http://phantomjs.org/
Extract the content to a local folder
In Studio, navigate to Window > Preferences > Jaspersoft Studio > Properties and add the following
properties:
com.jaspersoft.jasperreports.fusion.phantomjs.executable.path=C:phantomjs-2.1.1-windowsbinphantomjs.exe
com.jaspersoft.jasperreports.fusion.charts.render.type=html5
com.jaspersoft.jasperreports.fusion.maps.render.type=html5
com.jaspersoft.jasperreports.fusion.widgets.render.type=html5

Instructions:
Let’s publish that report to the Jasper Server

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Instructions:
1) Choose a folder
2) Next

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Instructions:
1) Choose the DWH data source
2) Finish
3) Finish

Instructions:
Navigate to the server repository

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Instructions:
1) Navigate to the folder you saved the studio report
2) Click on it

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Instructions:
1) Type a project name
2) OK

Instructions:
Go back to the repository.
We’ll change the filter field from a simple input to a project lookup.

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Instructions:
1) Right click on the report
2) Edit

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Instructions:
1) Navigate to Controls & Resources
2) Click over the filter name

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Instructions:
1) We’ll define a new Input Control
2) Next

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Instructions:
1) Select Single-select Query
2) Give a name to the input control
3) Flag Mandatory
4) Next

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Instructions:
1) Let’s define a query to populate the input control
2) Next

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Instructions:
1) Give a name to the query
2) Next

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Instructions:
1) Browse the data sources and choose the DWH
2) Next

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Instructions:
1) Select SQL
2) Enter a query to retrieve the project names
3) Save
SELECT investment_name
FROM dwh_inv_investment
WHERE is_template = 0 AND is_active = 1 AND investment_type_key = ‘project’

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Instructions:
1) Enter the column value
2) Add the field name
3) Submit

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Instructions:
1) Change the display mode to In Page, so the filter will not appear as a pop-up window on the screen
2) Submit
3) Navigate to the jaspersoft repository

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Instructions:
1) Notice that now the filter is no longer a simple input string, it’s an auto-populated lookup
2) Apply the filter and see the results on the right

Embedding a Jasper report or dashboard
into a Clarity portlet

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Instructions:
1) Navigate to the jaspersoft repository and right click on the report you’d like to embed into a Clarity portlet
2) Choose Properties…

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Instructions:
1) Copy the report path
2) Cancel

Instructions:
Navigate to Administration > Clarity Studio > Portlets

Instructions:
Create an HTML portlet

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Use this code to embed a REPORT:
<iframe width="1300" height="1100" src="http://cappm15-
na02/reportservice/flow.html?_flowId=viewReportFlow&stand
Alone=true&ParentFolderUri=/users&reportUnit=/users/Project
_Info___Studio_Report&decorate=no" />
Use this code to embed a DASHBOARD:
<iframe width="1300" height=“1200" src="http://cappm15-
na02/reportservice/dashboard/viewer.html#/users/A_Very_Imp
ortant_Dashboard&decorate=no" />
Instructions:
1) Give a name to the portlet
2) Paste the iframe code
3) Save and Return

Instructions:
Add the portlet with the embedded report to any portlet page.

Instructions:
Add the portlet with the embedded dashboard to any portlet page.

• Clarity Documentation
– Clarity PPM SaaS: https://docops.ca.com/ca-ppm-saas/15-6-1/en
• Broadcom
– Hands-On Lab – Clarity Data Warehouse: https://pt.slideshare.net/CAinc/ca-ppm-data-warehouse-41668523
– Clarity Data Warehouse Deep Dive: https://pt.slideshare.net/CAinc/ca-project-and-portfolio-management-a-data-warehouse-deep-dive-55162708
• Rego Consulting
– Managing Data Models: https://regouniversity.com/wp-content/uploads/2014/12/Managing-Data-Models-New-Data-Warehouse-Data-Mart-Slices-and-More-vFinal.pptx
– Welcome to the Data Warehouse: https://regoconsulting.com/welcome-data-warehouse-ca-ppm-14-2-upgrade/
– Jaspersoft and DWH Demo: https://www.youtube.com/watch?v=Zhk4wj3eApQ
• Professional Experience
– GitHub: https://github.com/thiagobottoni/ClarityPPM
– Technical Blog – Clarity PPM: https://cafetiria.wordpress.com/category/ca-clarity-ppm/
– Technical Blog – Jaspersoft: https://cafetiria.wordpress.com/category/jaspersoft/
References

Jaspersoft and Clarity PPM - Advanced Reporting with Data Warehouse

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