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Master and Doctoral Program in Intelligent and Adaptable Software Systems Site

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Page 1: TFM EDI PLANTILLA ingles2 - Universidade de · PDF file4.9 PENTAHO ... (including manual and automated ... Business Intelligence is the ability to transform data into information and

Master and Doctoral Program in Intelligent and Adaptable Software Systems Site

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2 New Control tools applied to Business

1 Summary ......................................................................................................... 32 Introduction ..................................................................................................... 43 State of art ..................................................................................................... 174 Investigation .................................................................................................. 19

4.1 Identification, study and characterization of tools ................................ 194.2 BSPG .................................................................................................... 224.3 BEE PROJECT ..................................................................................... 284.4 REPORT JET ........................................................................................ 494.5 ECLIPSE BIRT..................................................................................... 624.6 SPAGO BI ............................................................................................ 704.7 OPENI................................................................................................... 844.8 JASPER SOFT BI SUITE .................................................................... 924.9 PENTAHO .......................................................................................... 1144.10 Comparative analysis .......................................................................... 127

5 Conclusions and future works ..................................................................... 1386 Bibliographies.............................................................................................. 140

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New control tools applied to Business 3

New Control tools applied to Business

1 Summary

The project can be summarized with the phrase "Implementation of open source tools

in order to get scorecards and strategic reporting."

The main objective of this project is to study, assessment and skills analysis of

different open source tools with a view to its use in Galician SMEs to generate

Scorecard and other models of reporting.

The aim is to obtain a document analysis of different open source tools focused on

management, which may be of assistance to SMEs as a facilitator for the selection of

an open source tool that best suits the characteristics and needs of companies. This

means that best suits the databases with which the company has and that meets the

desired functionality.

You want to detail the study of the following open source tools: BSPG, Pentaho,

Jaspersoft, Beeproject, SpagoBI, OpenI, EclipseBIRT and Reportjet, tools departure,

which will select for a practical demo.

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4 New Control tools applied to Business

2 Introduction

In the initial part of this work, it was decided to classify the business intelligence

software for subsequent application to obtain a clear and more profitable as possible

for the company. Therefore, we first will consider the Planning Systems which are

based on these tools, see who benefits and how they interact.

We study the business perspective as a system [19], ie as a set of items ordered by the

leadership role as an organizational structure to achieve its objectives efficiently.

For system can be understood "A set of things neatly interrelated contribute to a

certain goal" [20].

Elements:

System components

Relations between them

Structure of the system

Objective of the system

System enviroment

System boundaries

Systems approach:

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An information system

on a collection of data structured according to the needs of the company, collect,

process and distribute the information (or part thereof) necessa

the company and management activities and surveillance (decisions) to carry out their

activities according to their business strategy "[21].

Put another way, an information

and management of

generated to fill a need (target).

New control tools applied to Business

information system may be understood as "A formal set of processes, operating

on a collection of data structured according to the needs of the company, collect,

process and distribute the information (or part thereof) necessary for the operations of

and management activities and surveillance (decisions) to carry out their

activities according to their business strategy "[21].

Put another way, an information system (IS) is a set of elements oriented treatment

nagement of data and information organized and ready for later use,

generated to fill a need (target). These elements form part of any of these categories:

New control tools applied to Business 5

may be understood as "A formal set of processes, operating

on a collection of data structured according to the needs of the company, collect,

ry for the operations of

and management activities and surveillance (decisions) to carry out their

(IS) is a set of elements oriented treatment

organized and ready for later use,

These elements form part of any of these categories:

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6 New Control tools applied to Business

Elements of an information system

• People

• Data

• Activities or technical work

• Resource materials

resources, but need not necessarily be of this type).

All these elements interact to process the data (including manual and automated

processes) giving rise to more elaborate and distributing information as w

possible in a particular organization based on its objectives.

Elements of an IS and their relationships

• The procedures and working practices of

• Information

• Individuals or users

• The support team

• External factors

New Control tools applied to Business

Elements of an information system:

Activities or technical work.

Resource materials in general (typically computer and communications

resources, but need not necessarily be of this type).

All these elements interact to process the data (including manual and automated

processes) giving rise to more elaborate and distributing information as w

possible in a particular organization based on its objectives.

Elements of an IS and their relationships

The procedures and working practices of

Individuals or users

The support team

External factors [1]

general (typically computer and communications

All these elements interact to process the data (including manual and automated

processes) giving rise to more elaborate and distributing information as well as

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Pyramid structure of the com

[1,2,3,4] An Executive Information System

(Business Intelligence, BI), for management

variables of an area or unit of the company from internal and external information t

it.

Can be considered an

purpose is that the head of a department or company has access instantly, the state of

the business indicators that affect them, with the opportunity to study in detail t

aspects that are not meeting the targets set at the

determine the most appropriate contingency measures.

characteristics of an EIS is that it allows non

reports and browse the company's data, with the aim of discovering information that

is relevant. This is because, among other things, the UI of these applications is usually

very attractive and intuitive. The EIS is usually also include alerts for busine

New control tools applied to Business

Pyramid structure of the company

Executive Information System (EIS) is a tool for Business Intelligence

(Business Intelligence, BI), for management-level users, who can monitor state

variables of an area or unit of the company from internal and external information t

EIS is a type of System Decision Support (DSS) whose main

purpose is that the head of a department or company has access instantly, the state of

the business indicators that affect them, with the opportunity to study in detail t

aspects that are not meeting the targets set at the strategic or operational plan

determine the most appropriate contingency measures. One of the most important

characteristics of an EIS is that it allows non-technical users with profile build ne

reports and browse the company's data, with the aim of discovering information that

This is because, among other things, the UI of these applications is usually

very attractive and intuitive. The EIS is usually also include alerts for busine

New control tools applied to Business 7

) is a tool for Business Intelligence

level users, who can monitor state

variables of an area or unit of the company from internal and external information to

) whose main

purpose is that the head of a department or company has access instantly, the state of

the business indicators that affect them, with the opportunity to study in detail those

strategic or operational plan, and

One of the most important

technical users with profile build new

reports and browse the company's data, with the aim of discovering information that

This is because, among other things, the UI of these applications is usually

very attractive and intuitive. The EIS is usually also include alerts for business,

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8 New Control tools applied to Business

comparative historical reporting and trend analysis.

make subscriptions to the most significant report or listing.

An EIS usually requires the implementation of a data warehouse or data mart serving

as the central source of information, unifying, simplifying and integrating the various

operational databases of the company.

structure of the EIS to the theory of Balanced Scorecard Balanced Scorecard or driven

by Kaplan and Norton, or any other model of monitoring indicators that drive the

organization. What is Business Intelligence?

Business Intelligence is the ability to transform data into information and information

into knowledge, so that it can optimize the process of deci

From a pragmatic point of view, and associating directly with information technology,

we can define Business Intelligence as a set of methodologies, and technologies that

enable applications to collect, refine and transform data

and unstructured information (internal and external the company) into structured

information for direct use (reporting, analysis, OLTP / OLAP, alerts, ...) or for

analysis and conversion into knowledge, thus giving support to de

the business.

New Control tools applied to Business

comparative historical reporting and trend analysis. On the other hand, is common to

make subscriptions to the most significant report or listing.

An EIS usually requires the implementation of a data warehouse or data mart serving

of information, unifying, simplifying and integrating the various

operational databases of the company. On the other hand, it is possible to adapt the

structure of the EIS to the theory of Balanced Scorecard Balanced Scorecard or driven

on, or any other model of monitoring indicators that drive the

What is Business Intelligence?

Business Intelligence is the ability to transform data into information and information

into knowledge, so that it can optimize the process of decision making in business

From a pragmatic point of view, and associating directly with information technology,

we can define Business Intelligence as a set of methodologies, and technologies that

enable applications to collect, refine and transform data from transactional systems

and unstructured information (internal and external the company) into structured

information for direct use (reporting, analysis, OLTP / OLAP, alerts, ...) or for

analysis and conversion into knowledge, thus giving support to decision making about

On the other hand, is common to

An EIS usually requires the implementation of a data warehouse or data mart serving

of information, unifying, simplifying and integrating the various

On the other hand, it is possible to adapt the

structure of the EIS to the theory of Balanced Scorecard Balanced Scorecard or driven

on, or any other model of monitoring indicators that drive the

Business Intelligence is the ability to transform data into information and information

sion making in business.

From a pragmatic point of view, and associating directly with information technology,

we can define Business Intelligence as a set of methodologies, and technologies that

from transactional systems

and unstructured information (internal and external the company) into structured

information for direct use (reporting, analysis, OLTP / OLAP, alerts, ...) or for

cision making about

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New control tools applied to Business 9

Business intelligence serves as a strategic factor for a company or organization,

creating a competitive advantage, which is nothing to provide inside information to

respond to business problems: entering new markets, sales and promotions of

products, elimination of islands of information, financial control, cost optimization,

production planning, analysis, customer profiling, performance of a particular

product, etc ...

Specifically, it is called Business Intelligence Business Intelligence or the set of

strategies and tools aimed at the management and creation of knowledge through

analysis of existing data in an organization or company.

That is, a set of methodologies, applications and technologies for analyzing data from

transactional systems and other sources of information, and convert them into

structured information, either for direct use (reporting, OLAP analysis ,...), or well for

analysis and conversion into knowledge to aid decision making about the business.

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10 New Control tools applied to Business

By ETL tools (Extract, Transform, Load) data is extracted from different sources, are

filtered, transformed and prepared for loading into a data warehouse.

enable the modeling of representations based on queries to create tables, which is

known as reporting. BI tools support the decision makers with the necessary

information at the time and right place, allowing them to make better business

decisions.

The right information at the appropriate time and place increases the effectiveness

of any company.

It may be better understood with an example.

information you can find tickets: the total amount of sales of the day, the number of

New Control tools applied to Business

By ETL tools (Extract, Transform, Load) data is extracted from different sources, are

filtered, transformed and prepared for loading into a data warehouse. Analytics tools

enable the modeling of representations based on queries to create tables, which is

nown as reporting. BI tools support the decision makers with the necessary

information at the time and right place, allowing them to make better business

The right information at the appropriate time and place increases the effectiveness

It may be better understood with an example. Imagine a supermarket chain.

information you can find tickets: the total amount of sales of the day, the number of

By ETL tools (Extract, Transform, Load) data is extracted from different sources, are

Analytics tools

enable the modeling of representations based on queries to create tables, which is

nown as reporting. BI tools support the decision makers with the necessary

information at the time and right place, allowing them to make better business

The right information at the appropriate time and place increases the effectiveness

Imagine a supermarket chain. With the

information you can find tickets: the total amount of sales of the day, the number of

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New control tools applied to Business 11

tickets per hour or per day, the number of tickets served by cash, the amount charged

by cash or credit cardboard, sales per item units and total sales.

With this information you can:

• Replace the stock, knowing the amount of sales per item.

• Make Sales forecasts for specific products and returns, and managing deals

and prices.

• See which products were sold and whether they are connected with other

products, for example, if the paste is usually sold with tomato sauce.

• See what is the most widely used means of payment by customers.

Improve customer service

Who needs BI?

Continuing with the example above, you can quickly see that information may be

generated from Business Intelligence is useful for all departments of the organization:

Responsible for purchases, to see which items sell well foresee

more and buying more of these items.

Responsible for sales, which decide the placement two products to

see which products are placed on the heads.

Responsible for negotiating with financial institutions, who know

what the cash flows, credit cards or debit cards.

Responsible for marketing, to see the effectiveness of promotions.

Responsible for staff to properly assign changes in terms of

customer traffic and calendar.

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12 New Control tools applied to Business

In short, it is useful for all those people in the organization who have to make

decisions, as they allow the analysis of different variables to support business decision

making process of managers.

Advantages of BI tools

• Allows to extract and manipulate information in a flexible manner.

• Assist in unstructured decisions.

• Allows the user to interactively define information needs and how to

combine.

• Usually include simulation tools, modeling, etc.

• You can combine information from transactional systems inside the company

with another foreign company.

• Ability to analyze multidimensional (OLAP) that allows in-depth

information to reach a high level of detail, analyzing data from different

perspectives, make projections of information to predict what might happen

in the future, trend analysis, prospective analysis etc.

• Provides assistance in all phases of decision-making process-intelligence,

design, selection, and implementation, as well as a variety of processes and

decision-making styles.

• It is adaptable by the user at the time to deal with changing conditions.

• Build learning, resulting in new demands and refinement of the application,

which in turn results in further learning.

• Generally uses quantitative models (standard or custom made).

• Can be implemented for use in Web, desktop or mobile device (PDA).

• Allows easy execution of the sensitivity analysis.

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New control tools applied to Business 13

Prospects for BI Implementation

Financial and accounting perspective

In general, the financial indicators are based on the accounts of the Company and are

the last of it. The reason is that accounting is not immediate (In giving a supplier an

invoice, it does not automatically posted), but must be closure to ensure the

completeness and consistency of information. Because of these delays, some authors

argue that running a company paying attention only to financial indicators is like

driving at 100 km / h looking in the rearview mirror.

Some commonly used indicators are:

• Index of liquidity.

• Index of indebtedness.

• Index DuPont.

• Rate of return on investment.

Customer Perspective

To achieve the financial performance that a company wishes, it is essential to having

satisfied and loyal customers, with that goal in this perspective are measured customer

relationships and expectations that they have on business. Moreover, this perspective

takes into account the main elements that create value for customers, and to focus on

the processes that are most important to them and more satisfying.

The customer knowledge and processes that generate more value is very important to

ensure that the financial picture is prosperous. Without the study of the peculiarities

of the market that the company is focused there can be no sustainable development in

the financial perspective as largely financial success comes from increased sales, or in

time of crisis, the maintenance of same as wanting to increase sales (in times of crisis)

may lead to the opposite effect. It tries to reach a situation in which customers repeat

their purchases because they prefer the company develops products taking into

account their preferences.

A good way of measuring or knowing the customer's perspective is to design basic

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14 New Control tools applied to Business

protocols of care and client using the methodology of undercover to the relationship

of personnel in contact with the client (PEC).

Process Perspective

Analyze the adequacy of internal company processes with a view to obtaining

customer satisfaction and achieving high levels of financial performance. To achieve

this we propose an analysis of internal processes from a business perspective and a

predetermination of the key processes across the value chain.

There are four types of processes:

• Process Operations. Developed through quality analysis and reengineering.

The indicators are those relating to cost, quality, time and process flexibility.

• Customer Management Processes. Indicators: Selection of customers,

customer acquisition, retention and customer growth.

• Innovation Processes (difficult to measure). Example indicators:% of new

products,% proprietary products, introduction of new products in relation to

competition.

• Processes related to Environment and Community. Typical Indicators of

Environmental Management, Health and Safety and Corporate Social

Responsibility.

Outlook personal development and learning

Arises as the set of guidelines from other perspectives. These inductors are the set of

assets that give the organization the ability to improve and learn. The author criticizes

the view of traditional accounting, which considers training as an expense, not as an

investment.

The prospect of learning and improvement is less developed, due to the slow progress

of the companies at this point. Either way, the contribution of the model is relevant as

it leaves a path structure is well targeted and perspective. Classify the assets related to

learning and improvement:

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New control tools applied to Business 15

• Capacity and competence of individuals (management employees). Includes

indicators of employee satisfaction, productivity, training needs, among

others.

• Information systems (systems that provide useful information for work).

Indicators: strategic databases, proprietary software, patents and copyrights,

among others.

• Culture / climate-motivation for learning and action. Indicators: initiative of

individuals and teams, the ability to work as a team, the alignment with the

vision of the company, among others.

Objectives

I would approach this project in the field of open source tools instead of proprietary

tools, thereby making a study, assessment and skills analysis of different open source

tools with a view to its use in Galicia for SMEs generation Scorecard and other models

of reporting strategic type taking into account inter alia the following factors:

• Clarity of tutorials

• Solutions

• Speed

• Existence of manuals

• Potential of graphical representations

• Weaknesses

• Programming

Through this analysis is to improve the choice of Galician companies software

solutions aimed at corporate governance.

Linked to this objective of the project, a number of secondary objectives consistent

with it, and that will be divided into two groups, the targets for SMEs in Galicia and

personal objectives.

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16 New Control tools applied to Business

Objectives for SMEs:

• Encourage the use of free software tools

• Encourage the use of management tools Business Intelligence

• Providing access to these tools to industrial fabric Galician SMEs

• Improve the management of the Galician companies through this type of tools

"Business Intelligence"

• Contributing to the competitive development of SMEs in improving their

strategic position.

• Increase the competence of management in the decision making process

• Promote the use of open standards to achieve technological independence

• To publicize all aspects of free software, because the lack of information and

education are the main reasons for Galician SMEs do not use this software,

focusing on the advantages of free software with the owner.

• Serve as a link between the new open source technologies and the Galician

Personal Goals:

• Provide the experience of the organization department of view of the

evaluation of these tools.

• Developing application services to companies

• Get an advisory capacity for SMEs in this area

• Strengthen and develop projects that can provide a link with business and

open a possible framework.

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New control tools applied to Business 17

3 State of art

[31,34,35,36] In times of crisis where we are, few companies can invest the necessary

capital in new technologies and tools to obtain information exploitation, on the other

hand, is more necessary than ever. Therefore, in order to provide as much

information, allowing to exploit strategic information, estimate, analysis and forecasts

in time, allowing to anticipate events and potential risks of the most economical way

possible by using BI tools open source. BI tools open source, a technology

increasingly attractive and necessary for the business sector.

The information can be generated from business intelligence is useful for all

departments of the organization:

Responsible for purchases.

Responsible for sales.

Responsible for negotiating with financial institutions.

Responsible marketing.

Responsible staff.

In short, it is useful for all those people in the organization who have to make

decisions, as they allow the analysis of different variables to support business decision

making process of managers.

Currently, the use of BI tools is very limited and scarce, however it could get a

number of advantages, which compensate in all aspects of a business:

Allows to extract and manipulate information in a flexible manner.

Assist in unstructured decisions.

Allows the user to interactively define information needs and how to

combine.

Usually include tools Simulation, modeling, etc.

You can combine information from transactional systems inside the

company with another foreign company.

Ability to analyze multidimensional (OLAP) that allows in-depth

information to reach a high level of detail, analyzing data from different

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18 New Control tools applied to Business

perspectives, make projections of information to predict what might happen

in the future, trend analysis, prospective analysis etc.

Provides assistance in all stages of decision-making process-

intelligence, design, selection, and implementation, as well as a variety of

processes and decision-making styles.

It is adaptable by the user at the time to deal with changing

conditions.

Build learning, resulting in new demands and refinement of the

application, which in turn results in further learning.

Generally uses quantitative models (standard or custom made).

Can be implemented for use in Web, desktop or mobile device

(PDA).

Allows easy execution of the sensitivity analysis.

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New control tools applied to Business 19

4 Investigation

4.1 Identification, study and characterization of tools

• Work plan and methodology followed

The main risks affecting the development of TFM were:

Some of the applications originally planned for the analysis were not

expected capacity for utilities covered by the project.

Throughout the duration of TFM versions of the applications came to discuss

with a higher degree of development.

To know the capabilities of the various existing tools along the TFM were studied the

most appropriate to carry out the following tasks:

Continuous review throughout the TFM of free software tools with a good

level of development for utilities that want a good level of development for

utilities that want in the TFM (scorecard, reporting, strategic reporting.)

Ongoing review on versions of the applications that are being analyzed.

Regular contact with experts.

The activities to be carried out with the aim of achieving the expected results are as

follows:

Team Project Manager

Review Tools

Revised Versions

Phase Advance

Meetings and monitoring by e-

mail

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20 New Control tools applied to Business

Launch of TFM

Surveillance System Technology

Identification and characterization tools

Configuration of the application and collaborative environment

Usability Evaluation

Development of a practical demo

Presentation of results

The following is going to do an overview of the tools diferenes analyzed. Of them

choose the most complete, offering higher capacities, to deepen and try to make a

demo to show a practical tool:

BSGP

Eclipse BIRT

BEE PROJECT

REPORT JET

SPAGO BI

OPENI

JASPER SOFT BI SUITE

Pentaho

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New control tools applied to Business 21

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22 New Control tools applied to Business

4.2 BSPG

[47] BSPG is an environment Scorecard (Balanced Scorecard PostgresSQL)

comparable to commercial software tailored management, which runs on

PostgreSQL. Manage business strategy, with objectives, measures and plans,

through many reports and graphs, providing business capabilities drill

strategy maps, multi-language provides

Made out

There is no structural limit on the level of detail of the analysis due to a

complete flexibility in the dynamic creation of new nodes in the organization

chart.

Management and organization of corporate objectives, measures, data types

perspectives, organizational structure, themes, user capabilities, goals and

tolerance settings for each measure for each objective.

Allows many reports and graphs: for each level, by objective, by date,

cumulative, etc.

Drill-down analysis by level an

The strategy map, and management of local targets.

Admin menu, complete with card validation, reporting, offline, new

computations of measurement and planning, user log, log calculation, export

in XML following the standard BSCol v1.0a (http://w

Two languages always online: one local and one international (eg useful for

multinational corporations). There are currently three versions available:

English, Italian and Croatian, but full implementation is fully translatable.

Disadvantage: the latest news published on page

http://bspg.sourceforge.net/news/index.html on BSPG are from 2003, this

implies that the project stands today.

New Control tools applied to Business

BSPG is an environment Scorecard (Balanced Scorecard PostgresSQL)

parable to commercial software tailored management, which runs on

PostgreSQL. Manage business strategy, with objectives, measures and plans,

through many reports and graphs, providing business capabilities drill-down,

language provides, etc ...

There is no structural limit on the level of detail of the analysis due to a

complete flexibility in the dynamic creation of new nodes in the organization

Management and organization of corporate objectives, measures, data types

perspectives, organizational structure, themes, user capabilities, goals and

tolerance settings for each measure for each objective.

Allows many reports and graphs: for each level, by objective, by date,

cumulative, etc.

down analysis by level and goals.

The strategy map, and management of local targets.

Admin menu, complete with card validation, reporting, offline, new

computations of measurement and planning, user log, log calculation, export

in XML following the standard BSCol v1.0a (http://www . bscol.com).

Two languages always online: one local and one international (eg useful for

multinational corporations). There are currently three versions available:

English, Italian and Croatian, but full implementation is fully translatable.

tage: the latest news published on page

http://bspg.sourceforge.net/news/index.html on BSPG are from 2003, this

implies that the project stands today.

PostgreSQL. Manage business strategy, with objectives, measures and plans,

down,

There is no structural limit on the level of detail of the analysis due to a

complete flexibility in the dynamic creation of new nodes in the organization

Management and organization of corporate objectives, measures, data types,

perspectives, organizational structure, themes, user capabilities, goals and

Allows many reports and graphs: for each level, by objective, by date,

Admin menu, complete with card validation, reporting, offline, new

computations of measurement and planning, user log, log calculation, export

ww . bscol.com).

Two languages always online: one local and one international (eg useful for

multinational corporations). There are currently three versions available:

English, Italian and Croatian, but full implementation is fully translatable.

tage: the latest news published on page

http://bspg.sourceforge.net/news/index.html on BSPG are from 2003, this

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New control tools applied to Business 23

BSPG Backgroung

BSPG began as a "joke" or a "revenge" on the November 29, 2002. Its abbreviation

stands for Balanced Scorecard on PostgreSQL.

The ideologue of Balanced Scorecards BSPG worked for a year and a half, from 29

xunio 2001 as information systems consultant for Ernst & Young Italy and CebNet,

which implemented a BS and implemented management systems on bases Oracle

data. He wanted to test the capabilities PostgreSQL on a great application, and began

installing a PGSQL database is based on past experience: in a couple of weeks

thought it was really possible, he realized that meant the sudden change and started to

work full time on BSPG.

There were major limitations on PostgreSQL, especially on optimizing the query plan,

which led him to rethink the whole area gives effect: for example, had to return to

writing simple queries to view the corresponding multilevel complex underlying

tables. During the following months also broadened their knowledge in

implementation and management systems (such as EVA) and the BS theory, held so

far with BSCol publications, and other solutions closely checking BS from other

commercial vendors, as CorVu, Peoplesoft, QPR , SAS, etc..

Architecture

BSPG, like any other software system balancing card, or other business analysis tool,

you must have a real interface with the environment and people.

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24 New Control tools applied to Business

BSPG environment tine three m

2 face to the database, as inputs to corporate data and landowners

1 web view of all objects total BS.

Below you can see the Core BSPG, a little more detail (light blue):

New Control tools applied to Business

BSPG environment tine three main interfaces:

face to the database, as inputs to corporate data and landowners

web view of all objects total BS.

Below you can see the Core BSPG, a little more detail (light blue):

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New control tools applied to BusinessNew control tools applied to Business 25

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26 New Control tools applied to Business

The main BSPG’s process

The moment of truth

The standards say nothing about the technology that is preferable, as the user

interface, whether it is better to be accessible via the web, the type of database engine,

whether or not client / server, etc.., Etc.

of the standard, and will seek certification in the BSC Collaborative.

But when it comes time to decide, and must make a decision, there are other factors

that should be considered before that will facilitate the choice of the tool.

- Scale of the organiza

mainly mean that it will determine the amount of potential users of the

system, the level of automation that has and economic resources at their

New Control tools applied to Business

The main BSPG’s process (gray color):

standards say nothing about the technology that is preferable, as the user

interface, whether it is better to be accessible via the web, the type of database engine,

whether or not client / server, etc.., Etc. . Thus in each case shall be the interpretatio

of the standard, and will seek certification in the BSC Collaborative.

But when it comes time to decide, and must make a decision, there are other factors

that should be considered before that will facilitate the choice of the tool.

Scale of the organization: When it comes to the size of the organization, we

mainly mean that it will determine the amount of potential users of the

system, the level of automation that has and economic resources at their

standards say nothing about the technology that is preferable, as the user

interface, whether it is better to be accessible via the web, the type of database engine,

Thus in each case shall be the interpretation

But when it comes time to decide, and must make a decision, there are other factors

tion: When it comes to the size of the organization, we

mainly mean that it will determine the amount of potential users of the

system, the level of automation that has and economic resources at their

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New control tools applied to Business 27

disposal. It is clear that there is a very small organization, with very low

level of computerization, and low purchasing power (for this type of

technology), as it could be a primary school, a large corporation with tens or

hundreds of users , and a high level of computerization, such as being a first-

line bank.In a small institution, you may not need, nor justify a large IT

development, which does not mean that you can not build a BSC, using

spreadsheets and small relational database.

- Accuracy vs. definitions. Data source: the lack of precision in the definitions

is one of the risk factors for CMI. This is independent of an implementation

is done manually or by means of a system, but in this case is more critical, as

it becomes an indispensable condition. Add to this that at the time of design,

may not be thinking about how to get the data you want to measure.

To the extent that the definitions about the sources of data are less precise but

is extended stages of survey and system design. This risk will diminish

involving systems technicians at certain stages of strategic design of CMI, in

its advisory role on the capacities of the commercial systems of the

Organization.

- Scope of the functional capabilities and integration with other systems: If

you look at the standards for the CMI, we see that in terms of analysis

capabilities, only mentions the ability to show the development of indicators,

through traffic lights, graphics, real comparison vs. planned, and that

supports the entry of comments. However, nothing is said about the drill-

down capabilities and drill-up through different dimensions, nor on

integration with other systems, such as dashboards, Data Warehouse or Data

Marts. Yet it is very likely that users will want to spread abroad its strategic

analysis to tactical analysis, using the navigation on the detail of the

information.

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28 New Control tools applied to Business

4.3 BEE PROJECT

[33] "BEE Project” is a set of tools to support a project for

Business Intelligence (Business Intelligence) in a medium sized

company. Born in 2002 in the Czech Republic. It was one of

the first that appeared in the field of Business Intelligence.

However, now stands. Please provide ETL, ROLAP, reporting and integration with R.

The architecture is based on the methodology ROLAP (Relational On

Processing) in order to effecti

open source technologies.

BEE is licensed under the GPL. Also available are stable versions of the product

under a commercial license, with appropriate support (ie, approach similar to the

license given MySQL database).

The ETL tool is based on simple demos service, ensuring the transmission and

processing of distributed data.

centralized application control. This suite is designed for distributed proce

the use of robust encriptaje. Available is a graphical user interface (GUI) for the ETL

process management and modeling.

The ROLAP server

implementation for a set of client applications. The webs

user interface for the design, layout and handling of reports through a web browser.

The technologies used (XML, HTML, CSS and Javascript) are minimum

requirements for network infrastructure of (possible access to mobile devic

ensures easy management of your entire environment. Integration with R project tools

for the statistical processing is also available disponible.Está a graphical user interface

(GUI) for the ETL process management and modeling.

Most of the project is written in Perl, using the libraries DBD / DBI, SOAP:: Lite and

Perl:: Tk. A small part is in the C language The data store (data warehouse) operates

in a relational database. Currently, the MySQL database proved to be the choice for

large amounts of data could also be used yet Oracle, PostgreSQL, Perl DBI / DBD.

New Control tools applied to Business

EE PROJECT

is a set of tools to support a project for

Business Intelligence (Business Intelligence) in a medium sized

company. Born in 2002 in the Czech Republic. It was one of

first that appeared in the field of Business Intelligence.

However, now stands. Please provide ETL, ROLAP, reporting and integration with R.

The architecture is based on the methodology ROLAP (Relational On-Line Analytical

Processing) in order to effectively cover projects with a data volume of 50 XB, using

open source technologies.

is licensed under the GPL. Also available are stable versions of the product

under a commercial license, with appropriate support (ie, approach similar to the

n MySQL database).

is based on simple demos service, ensuring the transmission and

processing of distributed data. The entire environment as a whole is managed by a

centralized application control. This suite is designed for distributed processing with

the use of robust encriptaje. Available is a graphical user interface (GUI) for the ETL

process management and modeling.

ROLAP server provides its functionality through SOAP interface

implementation for a set of client applications. The website was designed as a primary

user interface for the design, layout and handling of reports through a web browser.

The technologies used (XML, HTML, CSS and Javascript) are minimum

requirements for network infrastructure of (possible access to mobile devic

ensures easy management of your entire environment. Integration with R project tools

for the statistical processing is also available disponible.Está a graphical user interface

(GUI) for the ETL process management and modeling.

is written in Perl, using the libraries DBD / DBI, SOAP:: Lite and

Perl:: Tk. A small part is in the C language The data store (data warehouse) operates

in a relational database. Currently, the MySQL database proved to be the choice for

ta could also be used yet Oracle, PostgreSQL, Perl DBI / DBD.

However, now stands. Please provide ETL, ROLAP, reporting and integration with R.

Line Analytical

vely cover projects with a data volume of 50 XB, using

is licensed under the GPL. Also available are stable versions of the product

under a commercial license, with appropriate support (ie, approach similar to the

is based on simple demos service, ensuring the transmission and

The entire environment as a whole is managed by a

ssing with

the use of robust encriptaje. Available is a graphical user interface (GUI) for the ETL

provides its functionality through SOAP interface

ite was designed as a primary

user interface for the design, layout and handling of reports through a web browser.

The technologies used (XML, HTML, CSS and Javascript) are minimum

requirements for network infrastructure of (possible access to mobile devices) and

ensures easy management of your entire environment. Integration with R project tools

for the statistical processing is also available disponible.Está a graphical user interface

is written in Perl, using the libraries DBD / DBI, SOAP:: Lite and

Perl:: Tk. A small part is in the C language The data store (data warehouse) operates

in a relational database. Currently, the MySQL database proved to be the choice for

ta could also be used yet Oracle, PostgreSQL, Perl DBI / DBD.

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The query optimization is based on the familiar term benchmark.

For the architecture of a business intelligence application, see the illustration below

Main features of the project BEE

• Easy and fast access to data through the web interface, and therefore,

regardless of the platform of the client machine and work effectively even

when connecting over slow communication channels (through internet,

online phone, GPRS).

• Use of predefined reports and ad hoc queries.

• Easy to create reports using drag and drop functionality

New control tools applied to Business

The query optimization is based on the familiar term benchmark.

For the architecture of a business intelligence application, see the illustration below

Architecture of a BI application.

ain features of the project BEE

Easy and fast access to data through the web interface, and therefore,

regardless of the platform of the client machine and work effectively even

when connecting over slow communication channels (through internet,

ne, GPRS).

Use of predefined reports and ad hoc queries.

Easy to create reports using drag and drop functionality

New control tools applied to Business 29

The query optimization is based on the familiar term benchmark.

For the architecture of a business intelligence application, see the illustration below

Easy and fast access to data through the web interface, and therefore,

regardless of the platform of the client machine and work effectively even

when connecting over slow communication channels (through internet,

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30 New Control tools applied to Business

• Easy handling of the full report, drill down, changes to a design report,

export data in office applications, and in PDF format.

• High quality presentation of data in tables and graphs.

• Allows work in a multilingual (English and Czech).

Use of terms

When creating a report uses the following terms to the data store objects. To

understand the meaning of the definitions and relations mentioned below

following illustrations.

New Control tools applied to Business

Easy handling of the full report, drill down, changes to a design report,

export data in office applications, and in PDF format.

presentation of data in tables and graphs.

Allows work in a multilingual (English and Czech).

When creating a report uses the following terms to the data store objects. To

understand the meaning of the definitions and relations mentioned below, see the

following illustrations.

Objects of logical data model (LDM)

Easy handling of the full report, drill down, changes to a design report,

When creating a report uses the following terms to the data store objects. To

, see the

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New control tools applied to Business 31

• Attributes are qualitative indicators (eg, day, month, sex, type of product

,...). An attribute is an attribute set of elements (eg, an attribute "Month in the year"

has the components "January", "February ",...).

• Dimension is called a set of attributes and relationships between them (eg,

temporal dimension Customer dimension ,...). The individual attributes also define

what is called level of aggregation. The attributes have different functions (eg, term of

payment and date of issue of the invoice for the attribute of time.)

• The facts are the quantitative indicators (eg, the number of pieces sold ...),

which can be tracked on the basis of one or more attributes at different levels of

aggregation.

The attributes and events are defined on a system design. These objects, together with

the common relations, represent logical data model of the system. A normal user can

access these obxetos through a browser in read-only mode and can not be changed.

• Metrics are objects that define a method of aggregation (eg, sum, average) of

the facts or attributes and features applied to them.

• The Grid (table cells) are objects that define the deployment of each of the

objects (attributes, metrics) in the final report.

• The format defines the appearance of the report. In the described system

include three types of objects to the display format (chart, graph, 2D and 3D

graphics).

• Filters are objects that define the limits to visualize data sets. The limits can

be defined based on attributes, metrics and facts (eg, the display may be

limited only to data concerning a product, a group of people, etc..)

• The reports represent a visualization of the data required in an appropriate

format (table, chart graphic 2D and 3D). Is defined by a grid, a format and

finally, through a filter

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32 New Control tools applied to Business

Objects of

To create a report, we use a defined grid. After defining the grid, their attributes and

events are included in the output report.

report. In the report, the grid works with attributes, the facts and metrics for data

visualization. The final grid uses a special format to give better appearance to the final

report.

When working with the f

• Report of drilling

report, ie an amended report. It is recommended to carry out the drilling

New Control tools applied to Business

Objects of BEE Project and relationships of them

To create a report, we use a defined grid. After defining the grid, their attributes and

events are included in the output report. A defined grid can be reused to create another

In the report, the grid works with attributes, the facts and metrics for data

visualization. The final grid uses a special format to give better appearance to the final

When working with the full report, we can meet the following lines:

Report of drilling, means to calculate a new report based on the original

report, ie an amended report. It is recommended to carry out the drilling

To create a report, we use a defined grid. After defining the grid, their attributes and

A defined grid can be reused to create another

In the report, the grid works with attributes, the facts and metrics for data

visualization. The final grid uses a special format to give better appearance to the final

, means to calculate a new report based on the original

report, ie an amended report. It is recommended to carry out the drilling

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New control tools applied to Business 33

based only on a particular scenario, otherwise this procedure can be time

consuming. The drilling includes several methods (drill down: analyze,

enhance detail, drill up: to generalize, to reduce the detail) and individual

parameters are mentioned later.

• Report pivoting is put attributes or their sequence on the axis.

• Export a report, can store data in formats suitable for transfer and

automated processing. The basic export options including Office documents

and universal exchange formats.

• Classified report, shows a report based on select menu items. You can

choose between ascending or descending

Description of the user interface.

When you create a report, the web browser (Mozilla, MS Internet Explorer, etc..)

Allows users to access and store data (data warehouse) BEE Project. After entering

the server address where the BEE Project must be installed, a screen appears in your

browser:

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34 New Control tools applied to Business

Initial Window

When you create a report in the Bee Project, the user has available a series of

overlapping tabs visible with their description at the

Each tab contains:

• The tab of "Edit"

(metric tables, format, filter, ...). You can create, edit, copy, and finally

remove the items within this tab. The contents of su

located on the left side of the window depends on the data model used in the

current project (see tab "LDM").

• The tab of “Preferences”

reports) and a selection of available projects.

• The tab "Alerts"

selected alert, you can edit its properties.

• The tab "LDM” (Logical Data Model)

logical model of data in the current project.

originates on the logical design of data warehouse.

New Control tools applied to Business

Initial Window- Access- New report in BEE Project

When you create a report in the Bee Project, the user has available a series of

overlapping tabs visible with their description at the top of your browser window.

"Edit" allows working with objects for the definition of a report

(metric tables, format, filter, ...). You can create, edit, copy, and finally

remove the items within this tab. The contents of subfolders in the tree

located on the left side of the window depends on the data model used in the

current project (see tab "LDM").

Preferences” is used for the user's environment (cookies, create

reports) and a selection of available projects.

"Alerts" contains a list of available alerts. By clicking on the

selected alert, you can edit its properties.

"LDM” (Logical Data Model) contains a graphic scheme of the

logical model of data in the current project. The structure of the data model

originates on the logical design of data warehouse.

When you create a report in the Bee Project, the user has available a series of

top of your browser window.

allows working with objects for the definition of a report

(metric tables, format, filter, ...). You can create, edit, copy, and finally

bfolders in the tree

located on the left side of the window depends on the data model used in the

is used for the user's environment (cookies, create

By clicking on the

contains a graphic scheme of the

data model

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• The tab “Executed Reports”

new window or the same, based on the parameters specified in the tab

"Preferences." Allows:

o Eliminate

be deleted from the list of reports run, its definition is still available

in the tab "Edit".

o Select all

o Invert the selection

marking of selected reports.

o Edit

selected report for editing and can make the appropriate

adjustments.

• The tab “Derived reports”

of the manipulation of another report (drilling, pivoting and filtering). This

tab allows you to return to the individual steps in the reports created.

Clicking on the

delete, select all and reverse s

Reports tab executed.

Tree objects

Creating a report begins on the "Edit" tab. On the left side of this tab, shown in the

tree used to create the report and that after deploying the subfolders (by clicking the

"+" that is before the name of the object), a list of objects we can use. For better

orientation in logical model, you can use the tab "LDM".

In the tree that is located on the left side of the window, you can define a report based

on an existing report or

New control tools applied to Business

“Executed Reports” allows viewing of reports already created, a

new window or the same, based on the parameters specified in the tab

"Preferences." Allows:

Eliminate - by clicking the icon gives trash . The report will only

be deleted from the list of reports run, its definition is still available

in the tab "Edit".

Select all - by clicking the icon selects all reports on the tab

Invert the selection - by clicking on the icon to in

marking of selected reports.

Edit - after selecting a report and click on the icon

selected report for editing and can make the appropriate

adjustments.

“Derived reports” can display reports that were obtained as a result

e manipulation of another report (drilling, pivoting and filtering). This

tab allows you to return to the individual steps in the reports created.

Clicking on the icon we get a history of the changes. The functionality to

delete, select all and reverse selection are identical to those seen in the

Reports tab executed.

Creating a report begins on the "Edit" tab. On the left side of this tab, shown in the

tree used to create the report and that after deploying the subfolders (by clicking the

+" that is before the name of the object), a list of objects we can use. For better

orientation in logical model, you can use the tab "LDM".

In the tree that is located on the left side of the window, you can define a report based

on an existing report or create a completely new with a grid, format and newly created

New control tools applied to Business 35

allows viewing of reports already created, a

new window or the same, based on the parameters specified in the tab

The report will only

be deleted from the list of reports run, its definition is still available

selects all reports on the tab

to invert the

opens the

selected report for editing and can make the appropriate

can display reports that were obtained as a result

e manipulation of another report (drilling, pivoting and filtering). This

tab allows you to return to the individual steps in the reports created.

we get a history of the changes. The functionality to

election are identical to those seen in the

Creating a report begins on the "Edit" tab. On the left side of this tab, shown in the

tree used to create the report and that after deploying the subfolders (by clicking the

+" that is before the name of the object), a list of objects we can use. For better

In the tree that is located on the left side of the window, you can define a report based

create a completely new with a grid, format and newly created

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36 New Control tools applied to Business

filters. The grid is created based on the attributes and facts. A filter works with

attributes, facts and metrics.

When creating new objects, it is possible to use icons in the "Edit" tab.

After placing your mouse over the icon, a little help. Clicking on the icon in

particular, begin operations with the object.

BUTTON

New Metric

New filter

New format

New format

New format

New format

New grid

New grid 3D

New template

New Control tools applied to Business

filters. The grid is created based on the attributes and facts. A filter works with

attributes, facts and metrics.

When creating new objects, it is possible to use icons in the "Edit" tab.

placing your mouse over the icon, a little help. Clicking on the icon in

particular, begin operations with the object.

DESCRIPTION

New Metric

New format

New format 2D (new format for two-dimensional graph)

New format 2D map (new format for two-dimensional map)

New format 3D (new format for three-dimensional graph)

grid 3D

template

filters. The grid is created based on the attributes and facts. A filter works with

When creating new objects, it is possible to use icons in the "Edit" tab.

placing your mouse over the icon, a little help. Clicking on the icon in

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New dinamic param

New report

New alert

Copy object

Delete object

After selecting an object can

to hide the tree on the left side of the window by clicking on the icon

click on the icon .

To Work with mouse

• Single click the left mouse button

addition to hitting an object with drag and drop functionality.

• Double click the left mouse button

attributes and events that are defined within the system), and modify such

characteristics.

• Drag and drop functionality

from one place to another (the object is copied and pasted into the desired area). The

BEE Project can do this with a simple click with the left mouse button over the it

in question, which "joins" the mouse cursor temporary. Moving the cursor towards the

New control tools applied to Business

New dinamic param

New report

Copy object

Delete object

After selecting an object can be edited on the right side of the tab. It is now possible

to hide the tree on the left side of the window by clicking on the icon . To display,

with mouse (Click coup methods):

Single click the left mouse button is used to show icons, folders and tabs, in

addition to hitting an object with drag and drop functionality.

Double click the left mouse button is used to select an object (except the

attributes and events that are defined within the system), and modify such

rag and drop functionality is defined as one that lets you transfer an object

from one place to another (the object is copied and pasted into the desired area). The

BEE Project can do this with a simple click with the left mouse button over the it

in question, which "joins" the mouse cursor temporary. Moving the cursor towards the

New control tools applied to Business 37

It is now possible

. To display,

show icons, folders and tabs, in

is used to select an object (except the

attributes and events that are defined within the system), and modify such

is defined as one that lets you transfer an object

from one place to another (the object is copied and pasted into the desired area). The

BEE Project can do this with a simple click with the left mouse button over the item

in question, which "joins" the mouse cursor temporary. Moving the cursor towards the

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38 New Control tools applied to Business

desired area and doing it again a single click the left mouse button, the item is

transferred and stuck in place.

• Single click the right mouse button is used to expand the shortcut menu.

• Ctrl + left mouse button is used to select various attributes of the same

element at the same time.

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New control tools applied to Business 39

BEE Project opportunities presentation

The presentation layer of BEE Project allows users to access the analytical

information so that it is easier to assess, easily accessible, and reliable. One of the

stringent requirements is to choose optimal technologies in the sense of total system

costs (ie, low maintenance and administration costs, low cost of hardware and

network infrastructure, low cost yet increase the number of users).

Compliance with the above requirements, it is guaranteed to choose the right

technologies.

• Evaluation of information in a simple and unambiguous: In addition to the

standard output in the form of tables, it is possible to present information in

two dimensiiones graphics. It is also possible to present them in three-

dimensional graphics that allow interactive manipulation of data and also

provides users with a clearer view of the data structure.

• Access to information: Information should be easily accessible both from

within and from outside the company. In addition to interactive access (eg

through a web portal), it is desirable to be able to send information to users

across multiple communication channels, such as fax, SMS, ....

• Low total cost of the system: For the implementation of the project used open

source tools. The license for open source technologies ensure low cost of

software acquisition, high level of investment security and a low dependence

on a single supplier, due to the use of open standards. Important parts of the

project is implemented under the operating system GNU / Linux. High

stability and easy maintenance of this operating system, keeps low costs.

Web Portal

Access through the web is very useful for many users. This will provide multiple

levels of functionality and interactivity based on their particular needs. Developers

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40 New Control tools applied to Business

can create new reports and analysis of objects (metrics, filters, etc.) Through the web

portal. After this, the reports created and objects can be used by other users within the

company. The predefined reports are easy to include in an enterprise portal, where

they provide information relevant to a user community, even for those non are used to

working with OLAP technology.

Users can create reports in a very simple, through transfer (using drag and drop

method) of attributes1 and metrics2 ahead of a grid with a predefined layout. The user

can specify the layout and the metrics to be followed in relation to you are attributes.

It is possible to define a leaked report and a report formatted in the report definition.

We understand as a qualitative attribute such as "customer", "product", "date", "year", "region."

2 We understand as a quantitative indicator metrics like "number of pieces", "billing", "benefit", "discount."

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Example of logical data model for sales analysis system

During the lifetime of the system, the number of objects created (attributes, events,

metrics, filters, reports, grids, etc..) Is increasing and it is necessary to control the

access permissions of users to the reports and objects.

situation in which the head of a subsidiary of a company has to create a report

submitted by the turnover of each vendor in particular its subsidiary, but not able to

see the turnover other subsidiaries.

access to data. So each user can act in one way or another within the system, and each

object (eg, reports, metrics, attributes) has its own "access controls." Therefore, it is

easy to establish that an object operations are permitted and which are prohibited for a

specific role.

New control tools applied to Business

Example of logical data model for sales analysis system.

During the lifetime of the system, the number of objects created (attributes, events,

rs, reports, grids, etc..) Is increasing and it is necessary to control the

access permissions of users to the reports and objects. For example, one can imagine a

situation in which the head of a subsidiary of a company has to create a report

the turnover of each vendor in particular its subsidiary, but not able to

other subsidiaries. We used a system called "user role" to control

So each user can act in one way or another within the system, and each

reports, metrics, attributes) has its own "access controls." Therefore, it is

easy to establish that an object operations are permitted and which are prohibited for a

New control tools applied to Business 41

During the lifetime of the system, the number of objects created (attributes, events,

rs, reports, grids, etc..) Is increasing and it is necessary to control the

For example, one can imagine a

situation in which the head of a subsidiary of a company has to create a report

the turnover of each vendor in particular its subsidiary, but not able to

We used a system called "user role" to control

So each user can act in one way or another within the system, and each

reports, metrics, attributes) has its own "access controls." Therefore, it is

easy to establish that an object operations are permitted and which are prohibited for a

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42 New Control tools applied to Business

To work in a multilingual context (e

internationalization of the technologies and the application environment based on the

geographical location of a particular company, is a remarkable advantage. The scope

of the website is loaded with user preferences (in

the names of the objects created (metrics, filters, reports) and contents of reports (eg

the names of products and The date format).

New Control tools applied to Business

Example of defining a user role

To work in a multilingual context (eg in a multinational company), the

internationalization of the technologies and the application environment based on the

geographical location of a particular company, is a remarkable advantage. The scope

of the website is loaded with user preferences (in your language by default), and also

the names of the objects created (metrics, filters, reports) and contents of reports (eg

the names of products and The date format).

g in a multinational company), the

internationalization of the technologies and the application environment based on the

geographical location of a particular company, is a remarkable advantage. The scope

your language by default), and also

the names of the objects created (metrics, filters, reports) and contents of reports (eg

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Example of web page loading in different languages

Possibilities of graphic repres

An alternative data visualization is a graphical representation using two

graphics or use three-

users to orient themselves quickly and easily in very lengthy reports, as they

appreciate relationships or trends that are imperceptible to the naked eye in a

representation using tables.

New control tools applied to Business

Example of web page loading in different languages

ossibilities of graphic representation

An alternative data visualization is a graphical representation using two-dimensional

-dimensional representations. Graphical representations allow

users to orient themselves quickly and easily in very lengthy reports, as they

appreciate relationships or trends that are imperceptible to the naked eye in a

representation using tables.

New control tools applied to Business 43

dimensional

Graphical representations allow

users to orient themselves quickly and easily in very lengthy reports, as they

appreciate relationships or trends that are imperceptible to the naked eye in a

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44 New Control tools applied to Business

The graphical representation of results is accessible through a web browser, including

the possible interactive manipulation of them.

New Control tools applied to Business

The graphical representation of results is accessible through a web browser, including

the possible interactive manipulation of them.

Definition of two-dimensional graphics

The graphical representation of results is accessible through a web browser, including

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The 2D graphics offer a standard scale formats (eg bar, pie, Linas, etc.).. You can

change the setting graphic display various parameters (eg characteristics of the grid,

background color, object color, company logo). You can also use graphics to display

the shortcut menu to make changes and links to other web applications.

New control tools applied to Business

Definition of three-dimensional graphics

The 2D graphics offer a standard scale formats (eg bar, pie, Linas, etc.).. You can

change the setting graphic display various parameters (eg characteristics of the grid,

lor, object color, company logo). You can also use graphics to display

the shortcut menu to make changes and links to other web applications.

Example 2D graph

New control tools applied to Business 45

The 2D graphics offer a standard scale formats (eg bar, pie, Linas, etc.).. You can

change the setting graphic display various parameters (eg characteristics of the grid,

lor, object color, company logo). You can also use graphics to display

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46 New Control tools applied to Business

For example, if you use a pie chart that represents a

each subsidiary of a company, you can click one of the subsidiaries and more detailed

data related to sales of that subsidiary, as

by the subsidiary.

New Control tools applied to Business

Example 2D graph

-Republic Checa map

For example, if you use a pie chart that represents a distribution of turnover rates of

each subsidiary of a company, you can click one of the subsidiaries and more detailed

data related to sales of that subsidiary, as eg billing each sales representative selected

tribution of turnover rates of

each subsidiary of a company, you can click one of the subsidiaries and more detailed

eg billing each sales representative selected

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The representation of data in a three

auxiliary method for analyzing multidimensional data representation (these methods

are being increasingly used in the field of data mining). A manipulation of the 3D

presentation can help users better understand the data structure.

The result of a 3D representation is a graph that can rotate in any direction. It is also

possible to move inside the chart, to approach an individual object, and switch

between multiple views set out a

the graph, so that the data space is as illustrative as possible.

New control tools applied to Business

Pie Chart Example

representation of data in a three-dimensional space represents a very useful

auxiliary method for analyzing multidimensional data representation (these methods

are being increasingly used in the field of data mining). A manipulation of the 3D

can help users better understand the data structure.

The result of a 3D representation is a graph that can rotate in any direction. It is also

possible to move inside the chart, to approach an individual object, and switch

between multiple views set out above. You can find an optimal position for viewing

the graph, so that the data space is as illustrative as possible.

New control tools applied to Business 47

dimensional space represents a very useful

auxiliary method for analyzing multidimensional data representation (these methods

are being increasingly used in the field of data mining). A manipulation of the 3D

can help users better understand the data structure.

The result of a 3D representation is a graph that can rotate in any direction. It is also

possible to move inside the chart, to approach an individual object, and switch

bove. You can find an optimal position for viewing

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48 New Control tools applied to Business

Example of a 3D interactive presentation of multidimensional data

New Control tools applied to Business

Example of a 3D interactive presentation of multidimensional data

Example of a 3D interactive presentation of multidimensional data

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4.4 REPORT JET

[37,38,40] ReportJet is a

professional reports quickly and easily. Provides different patterns (with different

designs) for you to choose between them and modify them to your liking.

Each pattern consists of different sections th

report and ReportJet can add or modify data format and elements within each of these

sections using the tools provided.

Two of these tools are the Query Builder and the Expression Builder.

Builder provides access to data and allows can be incorporated into the report within a

field. By default, provides access to a JDBC database, but can use a plugin to access

other. The Expression Builder lets you assign expressions to variables and groups

within the report.

These and other tools help ReportJet

greatly simplify the task of formatting and

build a report training.

Also possible to organize and group data

in the report to obtain more signifcant.

ReportJet was designed to provide a

reporting service based o

and extensible infrastructure that can be

easily integrated into the system via

plugins based architecture, which will add

additional plugins to support specific data

sources or storage personal.

provides a friendly user interface.

New control tools applied to Business

REPORT JET

is a report designer is done in Java that allows the design

professional reports quickly and easily. Provides different patterns (with different

designs) for you to choose between them and modify them to your liking.

Each pattern consists of different sections that correspond to the various elements of a

report and ReportJet can add or modify data format and elements within each of these

sections using the tools provided.

Two of these tools are the Query Builder and the Expression Builder. The Query

ides access to data and allows can be incorporated into the report within a

field. By default, provides access to a JDBC database, but can use a plugin to access

The Expression Builder lets you assign expressions to variables and groups

These and other tools help ReportJet

greatly simplify the task of formatting and

Also possible to organize and group data

in the report to obtain more signifcant.

ReportJet was designed to provide a

reporting service based on java, flexible

and extensible infrastructure that can be

easily integrated into the system via

plugins based architecture, which will add

additional plugins to support specific data

personal. ReportJet Designer is built around the Ecli

provides a friendly user interface.

Figura: Expression Builder

New control tools applied to Business 49

ort designer is done in Java that allows the design

professional reports quickly and easily. Provides different patterns (with different

designs) for you to choose between them and modify them to your liking.

at correspond to the various elements of a

report and ReportJet can add or modify data format and elements within each of these

The Query

ides access to data and allows can be incorporated into the report within a

field. By default, provides access to a JDBC database, but can use a plugin to access

The Expression Builder lets you assign expressions to variables and groups

ReportJet Designer is built around the Eclipse and

Figura: Expression Builder

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50 New Control tools applied to Business

Report Design

ReportJet is an interactive report designer that allows us to design professional reports

in real time. Assign data to the report, adding elements, composition and harmony

between them is simple, intuitive and capable of "drag & drop (drag & drop).

Support for data sources

New Control tools applied to Business

Report Design makes it easier

ReportJet is an interactive report designer that allows us to design professional reports

Assign data to the report, adding elements, composition and harmony

en them is simple, intuitive and capable of "drag & drop (drag & drop).

Support for data sources

ReportJet is an interactive report designer that allows us to design professional reports

Assign data to the report, adding elements, composition and harmony

en them is simple, intuitive and capable of "drag & drop (drag & drop).

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New control tools applied to Business 51

Designer ReportJet supports relational databases, provides consultation and builders

to add new data sources to incorporate additional data. It also lets you create and

name expressions, variables, fields and groups with a click of mouse.

Architecture and technologies

ReportJet was designed to make the achievement of professional reports is easy,

flexible and extensible by its ability to add plugins.

Data access

Query wizard

With the traditional tools of reporting, can be difficult and costly (in time) to write

SQL queries. The Query Wizard allows you to create SQL queries ReportJet both

simple and complex with a simple mouse click. You can also build the query step by

step, with options ranging from the choice of tables and fields to the addition of

functions with GROUP BY and HAVING. If desired, you can also write the SQL

query manually.

Query Designer

The Query Designer is a visual tool for creating ReportJet complex queries more

quickly and easier. If the query inclluye multiple tables and relations between them, it

is recommended to use this designer to help us visualize the outline of the

consultation.

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52 New Control tools applied to Business

Design and report format

Visual design

New Control tools applied to Business

Design and report format

Visual design

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New control tools applied to Business 53

• Visual Report Designer "What You See Is What You Get" (WYSIWYG)

Designer WYSIWYG (What You See Is What You Get ") is a significant advance

over other reporting tools on the market. Allows you to quickly build the correct

pattern for almost all types of professional reports. ReportJet graphics engine

uses a high precision that plays visuals with high fidelity, allowing to compose

and set these items at will within the report.

• Ability drag & drop

Many actions can be performed directly from the pattern of the report by using

the drag & drop. You can drag parameters, fields or variables directly from the

view of the schema editor reporting. When released directly create the

appropriate text fields, allowing one report design quickly and easily.

• Design customizable based on the Eclipse platform

ReportJet is integrated into the Eclipse IDE, which provides better features and

options. Can customize each design elements ReportJet Designer with greater

flexibility and convenience. You can move and resize the panes, customize the

palette and change other interfaces.

• Plugins based on architecture for the integration and flexibility

ReportJet Designer is fully integrated into the Eclipse IDE and fully supports the

architecture itself.The combination of ReportJet plugins for Eclipse and Java

programming, to add new features, expand existing ones or adapt them to our

needs. ReportJet can be easily integrated into any operating system that supports

Java and Eclipse.

• User Defined Variables

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54 New Control tools applied to Business

Users can create and define variables within a report using the Expression

Builder (Expression Builder) to ReportJet. This constructor defines the value of

variables in minutes.

• Support for preview

ReportJet can display a preview of the report at any time during the design of a

pattern, a separate window. This feature allows you to see the results of a report

and compare it visually with the pattern.

• Browser unified

The display function ReportJet browser presents at first sight storage

implementation of the report. Also available is the drag & drop function between

the storage areas.

• Customizable Palette

The pattern gives ReportJet design palette has a variety of customization options

that can completely customize the look of the designer. You can select your

configuration preferences among which include:

1. Design options (columns, lists, icons, details.)

2. Icon size (large or small).

3. Elements customizable (add / delete items, rename items, hide items.)

Settings (changes the name of the source of the elements, options and

design).

Pattern design report

Schema View

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New control tools applied to Business 55

The view window ReportJet scheme shows the overall structure of a hierarchical

clustering pattern. This allows faster navigation and easier access to items within the

pattern of reporting

Properties bar

This displays the properties of an element of the pattern. Using this you can modify

any configuration setting for the selected item. For your comfort all the settings are

grouped by topic.

Properties bar

This displays the properties of an element of the pattern. Using this you can modify

any configuration setting for the selected item. For your comfort all the settings are

grouped by topic

Content

The content view lets you see the structure of the assigned data source, the user-

defined variables and parameters available for the current document. Each of the

elements within this hierarchy feature supports drag & drop "of ReportJet

Simple grouping

The report data can be grouped into fields. For each of the defined groups is available

in both a group that is the section header, as one who is the footer section, and you

can add visual elements in these sections. If any section is not needed in the report,

can be hidden in the Properties box, uncheck the checkbox. One of the main

advantages of any grouping operation on ReportJet is that you can make global

calculations such as SUM, AVERAGE, LOWEST, HIGHEST or others on the scope

of the group created.

Advanced data grouping

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56 New Control tools applied to Business

The characteristic of advanced data grouping allows us to add many ReportJet simple

groups in our report. This feature allows you to create complex reports and make

them more readable and intelligent.

Grouping for range

Any date or numeric data can be grouped by range in a report. For example, you can

define a Quarter "every three months" and group the data in the report for Quarter.

Agregation functions

ReportJet calculates aggregations such as SUM, AVERAGE, HIGHEST, LOWEST,

others with their role as "Aggregation." It is sufficient to introduce the variable or data

field to aggregate in the desired location within the pattern. After selecting the desired

function and scope, and ReportJet show the results for this area.

Clasification

Set the classification output data is simple with ReportJet. To do this, simply drag and

drop the data from the "Contents" to the window "Sorting" in the property page of the

report.

Enhanced Conditional

The enhanced conditional is a very powerful feature for creating smart reports. Using

it you can change the color (background color or foreground color) of any element,

depending on the value of the expression defined for that.

You can add multiple expressions to cover a wide range of conditions within a report,

and these should be highlighted for easy identification and understanding.

Save and apply a style to any text element

With ReportJet can create, save, delete, edit and apply styles to any element of text or

group of text elements within a pattern. The characteristics of the letter (font, size,

etc..) Can be completely customized for the element or group.

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Actions alignment and sizing of repo

ReportJet Designer allows you to align and resize as separate elements only for

certain groups of elements.

1. Align (left, right, center, top, middle, bottom).

2. Move and align

3. Adjust the size

4. Snap to Grid

The adjustment feature ReportJet the grid is very useful for designing reports. When

you move any element within a pattern area, the item is wi

area. This helps to put the visual elements of a more easily and accurately, and obtain

an exact design.

Set geometrically

This feature allows you to place visual elements into a pattern with geometric

precision with respect to

element (either side of the element is in vertical or horizontal line of another element),

it automatically appears a blue line that indicates the current element fits well with

another.

Support Rules

ReportJet provides both vertical and horizontal

rules with different scales (units of measure) to

choose, for a more accurate report.

the guidelines of the rule created, based on the

measurement unit is selected

New control tools applied to Business

Actions alignment and sizing of report elements to design

ReportJet Designer allows you to align and resize as separate elements only for

certain groups of elements. These features save time and help create accurate reports:

Align (left, right, center, top, middle, bottom).

Move and align within an element (like a table).

Adjust the size - height and width match the selected figures.

The adjustment feature ReportJet the grid is very useful for designing reports. When

you move any element within a pattern area, the item is within the dotted line in the

This helps to put the visual elements of a more easily and accurately, and obtain

Set geometrically

This feature allows you to place visual elements into a pattern with geometric

precision with respect to others. If you drag an item to a pattern close to another

element (either side of the element is in vertical or horizontal line of another element),

it automatically appears a blue line that indicates the current element fits well with

es

ReportJet provides both vertical and horizontal

rules with different scales (units of measure) to

choose, for a more accurate report. You follow

the guidelines of the rule created, based on the

measurement unit is selected

New control tools applied to Business 57

ReportJet Designer allows you to align and resize as separate elements only for

These features save time and help create accurate reports:

The adjustment feature ReportJet the grid is very useful for designing reports. When

thin the dotted line in the

This helps to put the visual elements of a more easily and accurately, and obtain

This feature allows you to place visual elements into a pattern with geometric

If you drag an item to a pattern close to another

element (either side of the element is in vertical or horizontal line of another element),

it automatically appears a blue line that indicates the current element fits well with

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58 New Control tools applied to Business

Intuitive Context Menus

ReportJet has context menus for many of its visual elements. Simply clicking the right

mouse button on an item to access the menu, which includes functions such as copy,

cut, align, and delete.

Cut/Copy/Paste

Any of the visual elements of the report can copy, paste, or cut, in the same way you

can do with ReportJet Designer. For items with added values, the calculation of the

field will automatically change to use or cut / Copy / Paste between different areas.

Undo/Redo

This feature allows you to reverse any action or change is made during construction

of the pattern, without fear of damage. If you mistakenly made any changes, can be

reversed by clicking on this option.

Mapping

Dinamic data charts

You can place a graphic within any section of the report. To create a chart based on

data from a specific page, place the graphic in the header to footer, and defines the

data set or file in the Property. To view a chart based on a document, column or any

group of data, the chart is placed within the header or footer for and defines the data

set for that.

Expression builder

Business constructor expressions

Expression Builder ReportJet offers a convenient way of defining expressions within

a report. Can be used to define any value based on the elements of the data source,

report parameters, user-defined variables or variables integrated. You can also create

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New control tools applied to Business 59

an expression using a variety of integrated functions with this tool (such as

mathematical functions, data functions, functions of strings, ...).

Reporting, visualization and interaction

Various export formats

Export reports to PDF format, XLS, CSV, XML and HTML.

ReportJet can export reports to many popular formats: Adobe Acrobat (. Pdf), HTML

(. Html), MS Excel (. Xls), XML or Comma Separated Values (. Csv).

Parameterss

Report Input Parameters

The reportJet Designer can define input parameters for a standard report. The

parameters can be used in formulas to define variables or data queries. When using

this function, you are automatically prompted to select the input values of the

parameters before generating the report.

Application Integration

API to generate reports.

Benefits

ReportJet is ideal for:

Sales Analysis

Financial reports

Storage Reports

Global Management Reports

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60 New Control tools applied to Business

Creating a Report has never been easier, intuitive or as many options as ReportJet.

In the past create a professional report was considered running in a waste of time, and

something that needed a high level of expertise. ReportJet changed this and now

create reports that incorporate different data types, multiple columns, clusters and

complex cross-tabs are available to anyone.

Faster access to accurate data

ReportJet Java technology is based on a framework to create highly flexible and user

friendly. Now the definition and allocation of data and reporting is as simple as

"select, drag & drop, align, and saving." Saving time and improving the ability of the

company for data analysis and reports, can dramatically increase their productivity.

With the constructor expressions can format the data by transforming them into highly

usable data, allowing us to define data fields, and groups. A report can group the data

in the most meaningful to a particular department and its objectives, and thus can

easily identify current trends or identify any potential risks. In addition, a report can

be filed for future use, and users can merge the data easily to suit your current needs.

Light Integration

In today's business world, the ability to integrate with existing business applications,

while providing flexibility and extensibility, is critical, and makes ReportJet. You can

now share information with vendors, customers and through its business in a

professional and understandable to the reports of ReportJet.

Based on Eclipse technology, ReportJet integrates seamlessly on any Java platform.

Its architecture allows extensibility and offers a wide variety of data and patterns to

incorporate into their reports. JDBC can be accessed using the integrated query

builder and add sources of customer data that can be meaningfully organized within

the report.

User-friendly Interface

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New control tools applied to Business 61

ReportJet was built taking into account the needs of the business of the company, and

offers a wide range of reporting standards to choose from. Create dynamic product

catalogs, sales reports, which financial reports or resumes the activity of the company

is the conclusion to its powerful data management system that allows you to get data

and place it exactly where you want, as you want and order you want.

No need to write XML manually because ReportJet lines are generated automatically.

Also do not need extensive training to use because its interface is familiar and easy to

use features that allow any user access to organizational data and characteristics of the

reports. Now all business users can enjoy its benefits without having to recruit

training or IT support service.

This tool began as an open source project, but the project is currently in use, evolved

and became an exclusive tool. It allows friends easily design reports, using predefined

patterns, but does not go alllá, and we are left with the inability to create dashboards

and other relevant information analysis.

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62 New Control tools applied to Business

4.5 ECLIPSE BIRT

Project started in 2005 by Actuate sponsored

jointly with the Eclipse Foundation. It is a subproject of Eclipse which is coordinated

at the level of development cycle with the main project of the Eclipse Foundation:

Eclipse IDE.[41]

Birt presents an integrated framework with the Eclipse IDE for development of

reporting is a runtime for J2EE applications to view these reports. The report creation

flow is represented by the following scheme:

Flow of creatin BIRT reports

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New control tools applied to Business 63

The Birt Report Viewer is a J2EE application with capabilities to be embedded into

an existing application, becoming almost a standard for its use as usual.

Eclipse is an open source community whose projects are focused on the construction

of an open development platform composed of extensible frameworks, tools and

runtimes for the development, compilation, execution and management of software

across the lifecycle. A large and vibrant ecosystem of major technology vendors,

Innovative start-ups, universities, research institutions, individuals extend,

complement and support the Eclipse platform.

Coinciding with the release version of Eclipse 3.3 in late July 2007, was released

version 2.2 of BIRT. So the roadmap is not yet known BIRT future except that the

next version 2.2.1 will provide settlement of any bugs present in version 2.2.

BIRT Project

The "Birt" project covers a broad spectrum of needs for reporting with a typical Java

application. Today, the reporting capabilities in an application are often implemented

in an "ad hoc" for the development of the application, using technology which is not

ideal for these tasks, or through the development of a solution commercial

application. This is expensive and costly, and provides limited reporting capabilities

to end users of the application. To address this problem, "Birt" provides Eclipse-based

open-source, extensible tools and a work environment that allows developers to

embed reporting functionality into their applications. As seen above, BIRT includes a

report designer and a component can añadirr implementing our application server. It

also features a graphics engine that lets you add graphics to your application. With

BIRT, you can create a variety of reporting:

• Lists: reports are simple lists of data. Lists can show large amounts of data

and can be grouped to organize related data, for example produtos grouped

according to the family, grouped by customer orders, etc. If the data is

numeric, you can easily add totals, averages and other summaries.

• Graphics: the figures are much easier to understand when represented on a

graph. BIRT provides pie charts, line charts, bar charts and many more.

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BIRT charts can be converted to SVG and support events to allow

interaction with the user.

• Crosstabs (also called cross-reference tables or matrices in two dimensions):

sales per quarter or hits per web page.

• Letters and documents: notices, formal letters, and other text documents are

easily created with BIRT. The documents can include text, formatting, lists,

graphics and more.

Reports compounds: many reports need to combine multiple reports into one

document. For example, a client can enumerate report customer information, provide

text about current promotions and provide side by side lists of payments and charges.

A financial report may include warnings, graphs, tables and long-form corporate color

schemes.

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A report "Birt" consists of four parts:

Data. Databases, web services, java objects. The 1.0.1 update provides

support for JDBC and utilities to access other data sources in code. In

addition, a single report can include data from several sources.

Data Transformations. The reports present the data sorted, grouped and

filtered according to user needs. While databases can do this job, "Birt" what

should be done to data sources such as flat files or Java objects.

Business logic. The actual data are seldom structured exactly as we

presented in the reports. Many reports require business logic to make

specific factual information into useful information for the user. "Birt

scripting" known as "ECMAScript" based on JavaScript is the tool we use to

implement the business logic.

Presentation. Once the data is ready there are a variety of options for their

presentation: tables, graphs, text ...

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Eclipse BIRT Report Engine ("Report Engine"): enables reports to be used from any

Java application using designs generated by "Report Designer". The reporting engine

is the key element in the BIRT project execution environment. The "Report Engine"

is packaged in a JAR file which is added to the J2EE application.

Birt has four points of integration with the application:

Parameters: many reports allow the user to specify one or more input

parameters.

Implementation of the report: when the user makes a request of the report

from form html page, the web application passes the parameters to "Report

Engine" which is the report design file and produces the output report.

Data Access: Java applications frequently provide data to Java objects via

Birt.

Vision report: JSP pages allow users to view the report output.

BIRT is an open source information system that integrates Eclipse-based Java/J2EE

use to produce reports.

BIRT Report provides features such as labels of the report, data access and scripting.

Anatomy of a report

BIRT reports consist of four main sections: data, data processing, business logic and

presentation.

Data: BIRT provides support for JDBC, XML, Web services, flat files, as well as

support for using code in other data sources. The framework of using BIRT Open

Data Access (ODA) that allows anyone to build a new UI and runtime support for any

kind of tabular data. In addition, one report may contain data from any number of data

sources. BIRT also strengthens a feature that allows disparate data sources are

combined using internal and external connections.

Transformations of data - the reports present the data sorted, summarized, filtered,

and grouped according to the needs of users. While databases can do some of this

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work, BIRT must do so for data sources such as flat files or Java objects. BIRT allows

sophisticated operations such as grouping on sums, percentages, totals, totals and

more.

Business logic - the real world data is seldom structured exactly as we would like for

a report. Many reports require specific business logic to convert raw data into useful

information for the user. If logic does not exist just for the report, you can write

scripts using JavaScript supported by BIRT. If your application already contains the

logic, you can call the existing Java code.

Presentation - Once the data is ready, we have a wide range of options for

presentation to the user. Tables, graphics, text and more. A single set of data can

appear in multiple ways, and a single report can present data from multiple data sets.

BIRT Components

The BIRT project has several components:

BIRT Report Designer: the BIRT Report Designer is a desktop tool based

on Eclipse that lets you define reports using visual tools. It offers a

comprehensive set of controls to create reports that include items to display

complex presentations of data, images, simple or complex calculations,

sorting, and display fields added to obtain graphical representations of data.

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The designs of the reports are stored in an open and documented XML format.

The libraries allow you to share and reuse information. The personal presentations of

the reports contain more common, thus getting a consistent style. It also provides a

great capacity to generate graphics. The designer can be downloaded as a client, as a

set of plugins that allow the designer to work with an existing Eclipse, or as a whole

which includes the Eclipse downloads.

Design Engine: This engine is responsible for creating and modifying the

design of reports. The Design Engine API (API DE) wraps the

functionality of the engine design and is available for use within any

Java/J2EE project. The Birt report designer of this API internally uses

XML to construct design

Report Engine: The report engine uses to generate reports design. The

engine (Report Engine) for BIRT enables reports to be used from any Java

application using designs generated by the "Report Designer". It is the key

element in the BIRT project execution environment. The "Report Engine"

is packaged in a JAR file, which is added to the J2EE application.

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Charting Engine: The graphics engine is used to design and create

graphics, either intrinsic or independent for BIRT reports. The Chart

Engine API (CE API) allows developers to add graphics capabilities to

Java/J2EE applications. Both the Report Design Engine as Engine make

use of this API to deliver graphics.

BIRT Viewer: The BIRT project provides a viewer that is used to display

a preview of the reports within Eclipse. BIRT includes an Apache Tomcat

server invoked every time you preview the report. In addition to being

packaged as an Eclipse plugin, the display is also available as a standalone

application J2EE, which can be used in any J2EE compliant JSP server.

The display can also be integrated within an application Rich Client

Platform (RCP). BIRT provides output as a simple HTML document,

PDF, XLS, DOC, PPT and Postscript. In addition, the viewer allows the

export of data to CSV, print and functionality of Contents.

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4.6 SPAGO BI

[30] SpagoBI is a set of open source tools for the

development of Business Intelligence projects in an

integrated environment. It is a set of tools integrated

and coordinated, allowing the development of a BI-

specific solution for each business area and market segment.

It aims to be a complete solution that covers the full range of analytical needs

(ranging from extraction through mining, through the analysis and reporting). It uses

components similar to those of Pentaho.

The project's purpose is to develop a strong infrastructure for the development of BI

solutions.

Today there are many specific produtos open source with which you can perform a

particular task: reporting tools, algorithms and data mining tools, products, EAI

(Enterprise Application Integration, which is defined as the process of connecting a

applications to exchange information with other operational or financial controls).

Each of these products is useful in their specific domain, but when you need a

complete solution combined together do not give a real answer. In fact, only large

commercial solutions are able to cover various aspects of BI.

SpagoBI uses open source tools most interesting of which are available and new

software components, with the idea of offering an integrated platform that provides a

standard view of the different areas of analysis, maintaining the peculiarities of each.

This project is presented as a middleware solution that enables the design and

development of BI initiatives, adopting the philosophy of evolution and progress step

by step, obtaining some results at first instead of all at the end.

When came out, did not come as a complete package. It started as a development

project involving going to a community of people interested in it.

For this purpose, the development team of Engineering Informatic was published (put

on the market, released) documentation on the architecture and technical design, and

while beginning the development was the core of the platform, waiting for the

participation of other groups work.

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All components of Spago BI are released under the GNU LGPL in order to share,

develop, expand, expand and improve the final platform, according to the philosophy

of free software communities.

SpagoBI grew slowly over time, according to development planning, and were also

reviewing the suggestions of the community.

SpagoBI is an integrated modular system kernel. This ensures strength and harmony

to the platform. Not all SpagoBI modules are required for all projects, ie actually,

each project will use the modules you need.

It consists of a layer of analysis (eg reports, OLAP analysis, data mining, dashboards,

and visual free consultations (ie, ability to create your own queries)) and various

solutions for different areas, allowing the user can finally write the most appropriate

structure for him, mixing open source tools with proprietary software in order to

maximize the ROI (Return on Investment Global).

Features The main features of SpagoBI are:

Portlet BI: Every object is distributed to end users through portlet

technology.

Reporting, OLAP analysis, data mining, geographic analysis, ETL

processes and dashboards for BI objects are managed by SpagoBI, each

with its own runtime and development environment. SpagoBI manages

the production and validation cycles, the activation parameters,

navigation, results of versions and storage in a similar way, although

each BI object maintains its own characteristics.

o Presentation static reporting: they have a higher level of distribution

according to a structure (. pdf,. xls,. csv,. html, etc.). SpagoBI

allows navigation between the various reports, inheriting the

parameters.

o Dynamic multidimensional analysis (OLAP) multidimensional

structure for OLAP analysis adds a greater degree of freedom and

variability. The axis of analysis and observation of the action is

structured, which enables to obtain the data from a survey at various

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levels of detail and from different perspectives, through drill-down

operations, drill-across, slice & says (breaking information into

smaller parts to be examined from different points of view and thus

better understood).

o Dashboards to evaluate performance metrics (KPI) in real time or

deferred.

o Data Mining: The mining algorithms (neural networks, decision

trees, etc.) enable you to find hidden information.

o Geographical analysis: the representation of geospatial information

on maps.

o In the context of ETL (extraction, transformation and loading of

data) SpagoBI supports their implementation. The results can be

analyzed with other BI platform.

QBE - visual tool for custom queries on data and analysis document

templates. You can save the structure as a model for future reports, or export

the results (eg, CSV, XML).

Interaction with source systems: provides connectors, protocols and services

to exchange data with source systems.

Meta repository: SpagoBI is an integrated platform and not a series of

products thanks to the metadata. The meta-data repository contains all

information about them (both technical and business metadata), processes

and standards for the management of the platform.

User profile: it is possible to differentiate access rights according to user

role.

Document management: is a repository of all important results provided by

the BI objects from a scheduled basis. It provides search and detection

capabilities of these documents.

Scheduling (planned, unplanned) tools are provided off-line activation of all

transport and / or import / export of data processing, document production,

storage and destruction, etc.

Workflow: SpagoBI manages the approval and certification of flows BI

objects and their associated documents.

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Administration: it is a management support of the functionality of the whole

platform.

Logging / Auditing: corresponds to service control platform functionality

and monitoring of results.

SpagoBI is a very useful tool to start with business intelligence projects, and provides

a new ratio between price, cost and quality compared to price of many proprietary

software tools.

The purpose of SpagoBI not only provide functionality for the different areas of BI

analytical, if not allow any cross-sectional analysis. In is way, each user can browse

through the data using the tools (reporting, OLAP, data mining, dashboards) that

inherit settings and points of view made, instead of searching, thus avoiding loss or

disruption in care and making it easier analytical and strategic tasks.

In summary, the highlights:

• It covers and satisfies all requirements of BI reporting, OLAP,

Dashboards, Data Mining, Free Inquiring, Dossier, Geo-referenced

analysis, Collaboration.

• There is a product with a set of predefined tools.

• It is open to many different products for the same analytical area, both

free and for proprietary software.

• It uses open standards.

• Management of User Roles, rules of visibility of data and documents

Comportamento adaptive analysis.

• Management of metadata.

• Documents management support.

• Query-By-Example: visual data queries.

• Modules collaboration.

• Plug-in for access to a repository of documents via external tools.

• Management Features.

• Documentation of the life cycle

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SpagoBI Architecture

SpagoBI inherits the MVC architecture of Spago J2EE Framework. Therefore, there

are two observations relevant to the design of SpagoBI:

It is possible the deterioration of the MVC architecture in the areas of

Business Intelligence.

The metadata play an important role as focal point for the guidance and

control of the whole platform.

According to these two principles, the MVC pattern is characterized in this way:

Model: is the layer that encapsulates the application logic, which now

assumes the means of analytic logic. BI-specific objects (such as reports,

OLAP analysis, dashboards, etc.) Are treated as generic components with its

own control logic and with a specific server implementation. Of all the ways

are still components of the application, which govern the business logic,

where the business is the analysis. About Data Domain, these are located in a

Data Warehouse level nun rather than the operational level.

View: Add the problems of all web applications with regard to the

publication of data and information sharing in this context. It is necessary to

maintain and require documents and data with a historical validity. In logic

of analysis is less necessary management manual inputs by the end user.

Controller: BI controller has the responsibility to coordinate and navigate

through specific objects and between different modules. Therefore, also

resolves requests for drill-down, drill-across, slice & Logic says with a less

rigid than in the web application logic.

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We will not go deeper into the study as Spago implements the three modules of the

MVC pattern. To conclude that SpagoBI inherits the settings Spago, translating its

specific form as follows:

Layer delivery, information sharing and analysis models.

Layer analytical transforms raw data into meaningful information.

Data and metadata layer, receives data and structure for analytical purposes.

Model- View Controller pattern

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Delivery Layer the portlets are the first way to access objects in BI. It is possible to

build your custom interface on a new BI portal or a portion of an existing one, adding

the portlets needed. You can use Web services to interact with other business

applications and other portals. In the end, estruturas and XML models allow a simple

transfer of information and results.

Analytical Layer is the core of the platform, which coordinates all activities of

analysis tools that support strengthening. These components (tools) are reporting,

OLAP, Data Mining, scorecards and graphics scores, each corresponding to specific

functionalities with the same configuration architecture, which allows for easy

learning and use modular. Some services aplicacioenes effectively support the basic

components preparing the work environment in their collateral aspects: unified

parameter management, domain filters and capabilities, query-by-example systems,

user profiles and objects, structure of categories to classify documents, storage and

retrieval of documents, approval and do workflow management. The controller is

responsible for proper coordination in the interaction of the basic components and

their interaction with applications.

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Data Layer and Metadata identifies the data in the Data Warehouse itself and

provides a meta-descrición the technical aspects and meanings of the business.

Provides a service repository to support records management and profiles of objects.

The interaction with the basic components of the business works natively or through

an interface layer. This relationship with the source systems is organized by an ETL

module, it features data extraction, transformation and loading. Finally, users use

many herramietnas management for configuration and control of the whole platform.

SpagoBI Roadmap

SpagoBI is its own planning, which is updated by the project manager at the

beginning of the year and is reviewed every six months to check that all is well. This

ensures that the versions are completed on time.

SpagoBI The roadmap consists of five modules:

SpagoBI Server, known as BI platform with lots of news.

SpagoBI Studio, the new integrated development environment.

SpagoBI Meta, in the new environment, focused on metadata.

SpagoBI SDK, integration of the new SpagoBI layer. Using external tools.

Applications SpagoBI to collect analytical models built using SpagoBI

General view

Analytical documents provide the desired information in the most appropriate way.

SpagoBI allows the use of many categories of analytical tools: Report, OLAP, Data

Mining, Dashboard, visual queries, Maps, ETL processes.

Analyst and Business Intelligence designer must seek the most appropriate tool for

each type of analysis and user. In fact, the construction of an analytical portal is a

balanced composition of different tools in order to give each user category the right

degree of visibility and at the same tempo freedom of movement through the

information.

As for the structural configuration, each discussion paper refers to a particular

execution engine (one or several). This engine can be internal or external to the core

of SpagoBI. In the case of external interfaces with the kernel through a specific

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driver.

Regarding the implementation SpagoBI manages configuration parameters such as the

autonomous and independent. The parameters include rules of behavior (presentation

and validation) in accordance with the role of the end user. Through parameters,

SpagoBI builds a runtime environment that puts at the center operating model that

refers to the particular reality that is being used. A parameter models a concept or a

fact often used as a discriminant in the overall context of data. All parameters can be

used in different ways, according to the role of different end users.

Each parameter can be associated with different analytical documents, determining

their behavior according to your standards.

When a user runs a discussion paper, STRUCTURAL information is read and then

produce a custom page for the input parameter. In the end, the document is generated

based on input values (explicitly or implicitly).

You can see an example in the following illustration:

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Implementation of a discussion paper

A new analytical paper handling needs a process as shown below:

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Management of a analitic document

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Spago BI Server

SpagoBI Server

The analytical model is the central part of SpagoBI Server, and covers an enormous

range of tools, providing many solutions for each area of analysis.

Reports to display data in a simple way of seeing and understanding.

OLAP analysis, to move through the data.

Dashboards in real time.

Process of data mining to discover hidden information.

Geo-referenced reports, to publish data stored in a data warehouse on a

geographical representation.

Free Research (QBE), to build our own queries, exporting results sheets, and

create report templates.

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Records of analysis, to share public and private information before a meeting

(that is, discussion of the budget, progress in a project), or filing a document

collection.

Records office for publication under the control model of behavior.♣

Process ETL / EII, to collect data from many different sources.

SpagoBI allows end users to compose the most appropriate BI platform to them,

the same mixing herramietnas free software with proprietary software in order to

maximize the return on initial investment (ROI), saving investments already

made and provide first results quickly with a smooth integration into pre-defined

settings.

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Behaviour model to visualize the data and documents, according to the roles of end

users. Through Comportamento model can:

Reduce the number of analytical documents to develop and maintain.

Encrypt only once Comportamento rules and visibility.

To ensure uniform growth of the project in time.

Ensure compliance with the standards of visibility at the time, despite the

addition of analysis engines or documents.

Implementation distributes the load across several machines to be able to

scale the result

Expand the needs of clients and projects.

Management tools help developers, testers and administrators in their daily work,

offering features such as:

Planner

Import / export

Auditing and monitoring

Synchronization Functions

Sources of data and configuration engine

Visibility of adjustment policies

SpagoBI Studio SpagoBI Studio is a new development environment based on Eclipse IDE. Allows the

developer to design and maintain analytical documents. SpagoBI Using Studio,

developers can test and display the documents in the SpagoBI Server.

SpagoBI Meta

SpagoBI Meta is the new SpagoBI module. It focuses on metadata management and

research. The platform manages technical and business metadata, allowing users to

edit and import from external tools such as ETL.

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Business metadata allows the user to know more about data being evaluated, the

technical metadata allows the administrator to know where data are taken, to provide

automatic documentation or to make impact assessment.

SpagoBI SDK

SpagoBI SDK provides several API's standards in order to use SpagoBI from a tool or

from an external environment.

SpagoBI from a standard web application.

4.7 OPENI

General Description

[45,46] Business Intelligence (BI) should not be limited to

a privileged few. Through the project OpenI

"open eye"), you try to drive the adoption of a powerful

platform for open source business intelligence that enable companies of all sizes

harness the power des data.

The goal of BI is to transform data into action. BI business tools focused p

providing an infrastructure of black box to address this need, leaving end users to find

out how to create business intelligence, resulting expensive in terms of cost and time.

The project OpenI try to open the "infrastructures are" BI through

developers can deliver solutions "intelligence."

Since 2002, he was working on a BI platform with open source components, and

created this platform to serve more than 1,000 companies to date.

this platform as OpenI.

which consolidate the efforts of the community to build a solid BI platform and then

build intelligent applications.

OpenI The current version is a simple web application that lets you view reports

OLAP reporting RDBMS.

New Control tools applied to Business

Business metadata allows the user to know more about data being evaluated, the

technical metadata allows the administrator to know where data are taken, to provide

automatic documentation or to make impact assessment.

SpagoBI SDK

SpagoBI SDK provides several API's standards in order to use SpagoBI from a tool or

ironment. It also offers some labels (tags) to refer to documents

SpagoBI from a standard web application.

General Description

Business Intelligence (BI) should not be limited to

Through the project OpenI (pronounced

"open eye"), you try to drive the adoption of a powerful

platform for open source business intelligence that enable companies of all sizes

harness the power des data.

The goal of BI is to transform data into action. BI business tools focused primarily on

providing an infrastructure of black box to address this need, leaving end users to find

out how to create business intelligence, resulting expensive in terms of cost and time.

The project OpenI try to open the "infrastructures are" BI through open source, so that

developers can deliver solutions "intelligence."

Since 2002, he was working on a BI platform with open source components, and

created this platform to serve more than 1,000 companies to date. In 2005, released

this platform as OpenI. His hope was and still is OpenI become a common project in

which consolidate the efforts of the community to build a solid BI platform and then

build intelligent applications.

OpenI The current version is a simple web application that lets you view reports

OLAP reporting RDBMS. You can download, deploy in any J2EE server, and begin

Business metadata allows the user to know more about data being evaluated, the

technical metadata allows the administrator to know where data are taken, to provide

SpagoBI SDK provides several API's standards in order to use SpagoBI from a tool or

It also offers some labels (tags) to refer to documents

platform for open source business intelligence that enable companies of all sizes

rimarily on

providing an infrastructure of black box to address this need, leaving end users to find

out how to create business intelligence, resulting expensive in terms of cost and time.

open source, so that

Since 2002, he was working on a BI platform with open source components, and

In 2005, released

is hope was and still is OpenI become a common project in

which consolidate the efforts of the community to build a solid BI platform and then

OpenI The current version is a simple web application that lets you view reports and

You can download, deploy in any J2EE server, and begin

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the publication of reports and dashboards interactive OLAP data cubes. Future

versions will include other data sources OLAP cubes as well (data mining models,

data sources, web, etc) and new developments in data visualization.

OpenI is a business intelligence application based on web. It is based on J2EE. OpenI

is an open solution for easy viewing of data from OLAP, RDBMS and data mining

tools, and allows intuitively build and publish interactive reports, analysis and

dashboards.

That is, in its most simple, web OpenI provides an interface that lets you build and

publish interactive reports, based on OLAP data sources. In addition, OpenI aims to

provide a consolidated analysis of the main components of an intelligent data,

including:

OLAP Data Sources

Relational databases

Statistical models

Models of data mining

Its main objective is to eliminate complejidade the creation and publication of reports

for business users. OpenI tries to do this by providing a clean, intuitive interface for

connecting different types of data sources, and publish a web based interactive

reports. If you want to build Web-based intelligent applications that interact with

OLAP data sources, OpenI going to be a viable option for you.

Graphically

OLAP Analysis Shows: tabbed navigation, the control buttons, graphic /

tabular data.

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Example anlysis

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Example anlysis OLAP: stacked bar chart

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Administrator

New Control tools applied to Business

Administrator Interface: New Analysis

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Administrator

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Administrator Interface – Configure set project

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Set filters, rows, columns and dimensions in Dimensions Tab

Public analysis data source

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Set filters, rows, columns and dimensions in Dimensions Tab

Public analysis data source no-OLAP

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New control tools applied to Business

New control tools applied to Business 91

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92 New Control tools applied to Business

4.8 JASPER SOFT BI SUITE

[39,42] The suite of JasperSoft Business Intelligence includes products for plant

production reporting, dynamic reports designed by end users and graphics. In addition

also includes OLAP analysis, an ETL tool is the integration of data and a Java

reporting library for scalable small, medium and large applications for the use of

embedded or standalone Business Intelligence. JasperSoft is born in San Francisco

and is backed by leading venture capital firms Morgenthaler Ventures as, DCM,

Partech International, Scale Venture Partners and SAP Ventures.

Jaspersoft has a complete BI suite includes the following modules:

JasperServer interactive report server, ad hoc, managed reporting for

JasperReports.

JasperReports - pixel-perfect reports for printing or viewing on screen.

JasperAnalysis - Interactive Data Analysis / OLAP server

JasperETL - High performance data integration

JasperStudio powered by iReport - a powerful graphical report designer.

Generic Architecture of Business Intelligence suite is represented by the following

scheme:

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Jasper Server

JasperServer is a report server, and a high

intelligence and business developer.

need arises for users to create their own reports, graphs or crosstabs, and must store

them for esquematizalos, distribute, share or interact in daily work reports.

JasperServer includes a secure storage management reports, standard definitions of

reports based on JasperReports, interfaces, embedded, and JasperStudio used by

graphic designer iRepor

That is, JasperServer is the open source server that integrates the different data

analysis tools such as reports and JasperAnalysis. J2EE is an application that manages

users, roles, permissions and publishing resources.

Secured Management reports by groups and users.

New control tools applied to Business

Jasper Server

rServer is a report server, and a high-performance platform designed business

intelligence and business developer. It was decided to deploy JasperServer when the

need arises for users to create their own reports, graphs or crosstabs, and must store

r esquematizalos, distribute, share or interact in daily work reports.

JasperServer includes a secure storage management reports, standard definitions of

reports based on JasperReports, interfaces, embedded, and JasperStudio used by

graphic designer iReport reporting.

That is, JasperServer is the open source server that integrates the different data

ysis tools such as reports and JasperAnalysis. J2EE is an application that manages

users, roles, permissions and publishing resources. Its features include:

Secured Management reports by groups and users.

New control tools applied to Business 93

performance platform designed business

It was decided to deploy JasperServer when the

need arises for users to create their own reports, graphs or crosstabs, and must store

r esquematizalos, distribute, share or interact in daily work reports.

JasperServer includes a secure storage management reports, standard definitions of

reports based on JasperReports, interfaces, embedded, and JasperStudio used by

That is, JasperServer is the open source server that integrates the different data

ysis tools such as reports and JasperAnalysis. J2EE is an application that manages

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94 New Control tools applied to Business

Creating Ad-hoc reporting via drag & drop.

Ability to create parameterized reports.

Distribution and planning reports.

Repository insurance reports.

Management of historical reports for audits.

Designed for high performance and scalability.

Embeddable into other software applications.

As we discussed there are two versions of each produto. Additional features of

the professional version are:

o Ad-hoc reporting.

o Support any of the existing modalities.

o Commercial license that includes guarantees and indemnities.

o Managing update cycles produto.

Server Management reports for business developers

Includes everything you need for: MySQL, Tomcat and Liferay Portal

Web 2.0 ♣ drag & drop ad hoc reporting (tables, crosstabs, charts)

Interactive parameterized reports

Reports distribution and planning

Insurance reports Store

Historical versions of reports for audit and regulatory compliance

High performance and scalability.

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Web Services, Java, PHP, C and HTTP interfa

applications.

Support for a broad range of open source tools and commercial RDBMS,

application servers, and operating systems

(32-bit and 64-bit).

Report Server Powered by JasperReports

interactive Web 2.0 AJAX modern

technology, users can meet their own

reporting needs, without relying on IT or

developers to create reports and analysis for

them. Using just a web browser, users of the company work with a secure view of

data source, and requires no technical understanding of

such as tables or unions. Users can also select multiple parameters to retrieve the

data they need. Can you store, share, schedule, and distribute their own reports

online.

New control tools applied to Business

Web Services, Java, PHP, C and HTTP interfaces to fit into other software

Support for a broad range of open source tools and commercial RDBMS,

application servers, and operating systems

bit).

Report Server Powered by JasperReports

interactive Web 2.0 AJAX modern

ology, users can meet their own

reporting needs, without relying on IT or

developers to create reports and analysis for

them. Using just a web browser, users of the company work with a secure view of

data source, and requires no technical understanding of databases and concepts

such as tables or unions. Users can also select multiple parameters to retrieve the

data they need. Can you store, share, schedule, and distribute their own reports

New control tools applied to Business 95

ces to fit into other software

Support for a broad range of open source tools and commercial RDBMS,

them. Using just a web browser, users of the company work with a secure view of

databases and concepts

such as tables or unions. Users can also select multiple parameters to retrieve the

data they need. Can you store, share, schedule, and distribute their own reports

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96 New Control tools applied to Business

Instant access to Portal: With JasperServer, authorized

and update reports, charts and crosstabs in JSR 168 portals known. JasperServer

includes a built based on Liferay Portal, the main server open source portal.

JasperServer supports JSR 168 portlet specification making it easier to tr

information and BI within your business to make better decisions, faster and higher

performance.

Forecast and Distribution of Reports

Many decisions are taken based on the results of standard reports "conservative."

JasperServer ensures that

expect and in its default format. JasperServer includes the characteristics of

forecasting and distribution:

Time-zone selection

The performance schedule begins and ends on the dates selected

Maximum number of repetitions

The report runs every [x] minutes, hours, days and weeks.

Schedule based on repetitions: every day / days / days of the month

Allows export to PDF, HTML, Excel, RTF

E-mail notifications with links to reports and optional rep

Located Reports

Many organizations operate globally. When it is not possible to standardize on a

single language, currency formats, date, number, etc., Reports local sensitive settings

can improve communication, and therefore business perfo

a single definition of a report can be localized to support multiple languages and data

formats, to ensure clarity in any language and location.

New Control tools applied to Business

Instant access to Portal: With JasperServer, authorized users can view, order,

and update reports, charts and crosstabs in JSR 168 portals known. JasperServer

includes a built based on Liferay Portal, the main server open source portal.

JasperServer supports JSR 168 portlet specification making it easier to tratamento da

information and BI within your business to make better decisions, faster and higher

orecast and Distribution of Reports

Many decisions are taken based on the results of standard reports "conservative."

JasperServer ensures that information flows to managers and reach users when they

expect and in its default format. JasperServer includes the characteristics of

forecasting and distribution:

zone selection

The performance schedule begins and ends on the dates selected

um number of repetitions

The report runs every [x] minutes, hours, days and weeks.

Schedule based on repetitions: every day / days / days of the month

Allows export to PDF, HTML, Excel, RTF

mail notifications with links to reports and optional reports attached.

ocated Reports

Many organizations operate globally. When it is not possible to standardize on a

single language, currency formats, date, number, etc., Reports local sensitive settings

can improve communication, and therefore business performance. With JasperServer,

a single definition of a report can be localized to support multiple languages and data

formats, to ensure clarity in any language and location.

users can view, order,

and update reports, charts and crosstabs in JSR 168 portals known. JasperServer

includes a built based on Liferay Portal, the main server open source portal.

atamento da

information and BI within your business to make better decisions, faster and higher

Many decisions are taken based on the results of standard reports "conservative."

information flows to managers and reach users when they

expect and in its default format. JasperServer includes the characteristics of

Schedule based on repetitions: every day / days / days of the month

orts attached.

Many organizations operate globally. When it is not possible to standardize on a

single language, currency formats, date, number, etc., Reports local sensitive settings

rmance. With JasperServer,

a single definition of a report can be localized to support multiple languages and data

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Visualization

JasperReports provides a glance understanding of trends and anomalie

customizable graphical themes, users have control in the graphics. Tracks can also be

applied to existing reports, graphs and tables mando.Se JasperServer can integrate

easily with an external machine graphics and visualization, allowing the report

display information using maps or other advanced visualization techniques.

Benefits of choosing Professional JasperServer

o Many organizations prefer the benefits of Professional Edition:

or extensions of features

and more.

o Subscription of support commercial licenses that include indemnities and

guarantees.

o Release management cycles: this means that the Professional edition better

in fewer emissions throughout the

customers to plan upgrades in advance, reducing the effort required to update

New control tools applied to Business

tion:

JasperReports provides a glance understanding of trends and anomalie

customizable graphical themes, users have control in the graphics. Tracks can also be

applied to existing reports, graphs and tables mando.Se JasperServer can integrate

easily with an external machine graphics and visualization, allowing the report

display information using maps or other advanced visualization techniques.

Benefits of choosing Professional JasperServer

Many organizations prefer the benefits of Professional Edition:

or extensions of features: consultation and ad hoc reporting, portal support,

Subscription of support commercial licenses that include indemnities and

Release management cycles: this means that the Professional edition better

in fewer emissions throughout the year. Managing release cycles can allow

customers to plan upgrades in advance, reducing the effort required to update

New control tools applied to Business 97

JasperReports provides a glance understanding of trends and anomalies. With

customizable graphical themes, users have control in the graphics. Tracks can also be

applied to existing reports, graphs and tables mando.Se JasperServer can integrate

easily with an external machine graphics and visualization, allowing the reports to

Many organizations prefer the benefits of Professional Edition:

: consultation and ad hoc reporting, portal support,

Subscription of support commercial licenses that include indemnities and

Release management cycles: this means that the Professional edition better

Managing release cycles can allow

customers to plan upgrades in advance, reducing the effort required to update

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98 New Control tools applied to Business

the software, and can minimize the risks in the deployment of changes in

plant production systems

o Can be integrated into other commercial

Part of Suite de JasperSoft Open Source Business Intelligence

JasperServer can be acquired and implemented by their own means.

JasperSoft Business Intelligence Suite, facilitates the administration, security, and

allows full capacity to deliver business intelligence to different user communities.

the needs of your organization grow and evolve, Jaspersoft provides clear ways to

leverage existing content, and infrastructures are patterns.

Analysis Jasper

JasperAnalysis allows business users to make sense of their multi

and does all the work that would be too difficult or too costly to be performed using

standard SQL-based reporting.

JasperAnalysis provides a powerful web

giving users the ability to analyze data with greater security for better decision

making and information extraction, exploring the causes, trends, patterns, anomalies

and correlations. JasperAnalysis leverages standard RDBMS technologies and

applications can be deployed against existing databases, operational data stores and

data warehouses.

New Control tools applied to Business

the software, and can minimize the risks in the deployment of changes in

plant production systems

an be integrated into other commercial software applications

Suite de JasperSoft Open Source Business Intelligence

JasperServer can be acquired and implemented by their own means. The modular

JasperSoft Business Intelligence Suite, facilitates the administration, security, and

full capacity to deliver business intelligence to different user communities.

the needs of your organization grow and evolve, Jaspersoft provides clear ways to

leverage existing content, and infrastructures are patterns.

Jasper

allows business users to make sense of their multi-dimensional data,

and does all the work that would be too difficult or too costly to be performed using

based reporting.

JasperAnalysis provides a powerful web-based online analytical processing (OLAP),

giving users the ability to analyze data with greater security for better decision

making and information extraction, exploring the causes, trends, patterns, anomalies

and correlations. JasperAnalysis leverages standard RDBMS technologies and

plications can be deployed against existing databases, operational data stores and

the software, and can minimize the risks in the deployment of changes in

The modular

JasperSoft Business Intelligence Suite, facilitates the administration, security, and

full capacity to deliver business intelligence to different user communities. As

the needs of your organization grow and evolve, Jaspersoft provides clear ways to

dimensional data,

and does all the work that would be too difficult or too costly to be performed using

ng (OLAP),

giving users the ability to analyze data with greater security for better decision

making and information extraction, exploring the causes, trends, patterns, anomalies

and correlations. JasperAnalysis leverages standard RDBMS technologies and

plications can be deployed against existing databases, operational data stores and

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New control tools applied to Business 99

It complements and extends the power of JasperServer

Includes everything you need for: MySQL, Tomcat and Liferay Portal

Design or Drill-down (increase the level of detail), slice & says, pivot, filter,

and graphics.

Increase the level of detail through transactions

Ease of use by web interface

High Performance Engine or Server relational OLAP (ROLAP)

Industry standards MDX and XML

Row and column (cell) advanced security level

Pre-integrated with JasperServer business intelligence and reporting server

platform

Supports the wide range of open source and commercial solutions RDBMS,

application servers and operating systems (32-bit and 64-bit)

Analysis for all

When users request complex reports and graphs, it is time to deploy the data analysis.

If not used, users will export report data into spreadsheets for further analysis. This is

out of synchronization of data and, ultimately, frustrated users would ask for SQL-

intensive, and would report server overload.

Important Characteristic

Analytical operations

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100 New Control tools applied to Business

Order through / within the hierarchy

Unhide rows / columns empty.

Exchange axes (swing).

View

Graphics.

Show Data Sources / Expand the level of detail.

Color-code exceptions Alerts

Change Data Cube

Filters

Show MDX Query

Configurable output to Excel or PDF

Administration OLAP Server

o Manage settings or OLAP server

o Clear the cache OLAP

o Security or permissions based on user roles.

Is it the first time you deploy OLAP?

The OLAP application is often associated with great teams, great vision, and time.

With Jaspersoft, you need a modest budget and some hot topics that must be

answered.

With Jaspersoft, you can use relational skills to apply to DBA OLAP. Also benefit

from an active online community and access to Jaspersoft implementing partners.

Learn, automatically, extract, transform and load data from operational systems into a

star schema, or data warehouse using datamart JasperETL.

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Jasper ETL

There was a friendly GUI, called Talend very clear error

messages indispensable for fast ETL development.

JasperETL, with help from Talend, is one of the easiest ways to

use and achieve a better performance for data integration solutions, processing,

circulation, cleansing, and enrichment industries. This is a data integration platform

complete and ready to run, adaptable to organizations of all sizes. JasperETL is

appropriate for all analytical and operational needs of data integration, regardless of

their complexity.

In common with all products Jaspersoft Open Source Business Intelligence,

JasperETL can be used as stand

applications and systems.

We can say that working with Talend, JasperSoft provides a platform fo

integration called JasperETL. In short, there is nothing more than an ETL tool.

The purpose of this tool is:

• Simplify and automate data integration.

• Facilitate the operations with data integration processes.

New control tools applied to Business

friendly GUI, called Talend very clear error

messages indispensable for fast ETL development.

JasperETL, with help from Talend, is one of the easiest ways to

use and achieve a better performance for data integration solutions, processing,

nsing, and enrichment industries. This is a data integration platform

complete and ready to run, adaptable to organizations of all sizes. JasperETL is

appropriate for all analytical and operational needs of data integration, regardless of

In common with all products Jaspersoft Open Source Business Intelligence,

JasperETL can be used as stand-alone application to offer ETL capabilities for other

applications and systems.

We can say that working with Talend, JasperSoft provides a platform fo

integration called JasperETL. In short, there is nothing more than an ETL tool.

The purpose of this tool is:

Simplify and automate data integration.

Facilitate the operations with data integration processes.

New control tools applied to Business 101

use and achieve a better performance for data integration solutions, processing,

nsing, and enrichment industries. This is a data integration platform

complete and ready to run, adaptable to organizations of all sizes. JasperETL is

appropriate for all analytical and operational needs of data integration, regardless of

In common with all products Jaspersoft Open Source Business Intelligence,

alone application to offer ETL capabilities for other

We can say that working with Talend, JasperSoft provides a platform for data

integration called JasperETL. In short, there is nothing more than an ETL tool.

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102 New Control tools applied to Business

• To cover the needs of businesses of all sizes (small, medium and large).

The main features of the tool are:

• Cross-platform: Windows, Unix and Linux.

• GUI: through the use of drag & drop components are formed, connections

and relationships.

• Code: generates components in code perl, Java or SQL as an approach to

ETL processes.

• Connectivity: native support for Oracle, DB2, MySQL, Sybase and Postgres.

ODBC connectivity to other databases:

• Scalability: supports grid processes.

• Debug in real time.

• Support flat files, xml, pop and ftp servers as sources of data sources.

There is a professional version of JasperETL which differs in the following features of

Open Source:

• Multi-user data repository.

• Subscription.

• Business license covering legal guarantees.

• Support for more platforms.

Simplify and automate data integration

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Easy to create, manage and maintain data integration

processes

Advanced and intuitive graphical user interface

Suitable for small, medium and large organizations

Up to 50% faster with leading ETL tools performance

testing

commercial open source approach led to a full range of market needs

Improved reporting and analysis with better data

JasperETL simplifies and standardizes the movement and aggregation of data,

therefore, improved reporting and analysis of data from a d

data warehouse. JasperETL can routinely extract, transform, and load data from a

database with "star schema", is a safe and fast by the end user can interactively access

to reporting and data analysis.

New control tools applied to Business

Easy to create, manage and maintain data integration

Advanced and intuitive graphical user interface

Suitable for small, medium and large organizations

Up to 50% faster with leading ETL tools performance

ial open source approach led to a full range of market needs

Improved reporting and analysis with better data

JasperETL simplifies and standardizes the movement and aggregation of data,

therefore, improved reporting and analysis of data from a data center (data mart) or a

JasperETL can routinely extract, transform, and load data from a

database with "star schema", is a safe and fast by the end user can interactively access

to reporting and data analysis.

New control tools applied to Business 103

ial open source approach led to a full range of market needs

JasperETL simplifies and standardizes the movement and aggregation of data,

ata center (data mart) or a

JasperETL can routinely extract, transform, and load data from a

database with "star schema", is a safe and fast by the end user can interactively access

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104 New Control tools applied to Business

Cost-Effectiveness D

Only 20% of companies worldwide use ETL tools to meet their needs for data

integration. These solutions often require significant resources to their complex

implementations and ongoing operations. The remaining companies use unwieldy

script written in Cobol, Java, Python, Bash, Perl, and other languages. These scripts

represent real ameaza to the integrity of information systems, present problems for

operations, maintenance, updating and robustness.

JasperETL integration platform provides a

and effectively carried out all operations required for data integration, such as data

consolidation, duplication, synchronization, quality, migration and changes in data

collection.

Key Components and actually acc

• Job Designer

of ETL processes and transformations.

• Map changes

assignments and complex transformations.

New Control tools applied to Business

Effectiveness Data Integration

Only 20% of companies worldwide use ETL tools to meet their needs for data

integration. These solutions often require significant resources to their complex

implementations and ongoing operations. The remaining companies use unwieldy

written in Cobol, Java, Python, Bash, Perl, and other languages. These scripts

represent real ameaza to the integrity of information systems, present problems for

operations, maintenance, updating and robustness.

JasperETL integration platform provides a complete and ready to run, economically

and effectively carried out all operations required for data integration, such as data

consolidation, duplication, synchronization, quality, migration and changes in data

Key Components and actually account

Job Designer - provides a graphical editor and a view of the functions

of ETL processes and transformations.

Map changes - provide you with a graphical editor and view

assignments and complex transformations.

Only 20% of companies worldwide use ETL tools to meet their needs for data

integration. These solutions often require significant resources to their complex

implementations and ongoing operations. The remaining companies use unwieldy

written in Cobol, Java, Python, Bash, Perl, and other languages. These scripts

represent real ameaza to the integrity of information systems, present problems for

complete and ready to run, economically

and effectively carried out all operations required for data integration, such as data

consolidation, duplication, synchronization, quality, migration and changes in data

provides a graphical editor and a view of the functions

provide you with a graphical editor and view

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• Debugging in real time

statistics and steps throughout the manufacturing process in real

time.

• Business Modeler (Business Modeler)

view of business information workflow.

• Numerous Connectors (30 +)

data sources including flat files, XML files, all databases, web services, POP and

FTP servers, and more.

• Wizards - metadata configuration wizards that help configure heterogeneous

data sources and complex file formats including the position, delimiters

RegExp, XML, and LDIF data.

Jasper Studio e iReport

iReport is a graphical tool for report designers, developers, and users.

provides complete coverage of all the reporting capabilities in JasperReports,

New control tools applied to Business

ebugging in real time - Allows the Follow up of ETL

statistics and steps throughout the manufacturing process in real

Business Modeler (Business Modeler) - Provides a graphical

view of business information workflow.

Numerous Connectors (30 +) - allows input and output, and face differe

data sources including flat files, XML files, all databases, web services, POP and

FTP servers, and more.

metadata configuration wizards that help configure heterogeneous

data sources and complex file formats including the position, delimiters

RegExp, XML, and LDIF data.

Jasper Studio e iReport

iReport is a graphical tool for report designers, developers, and users.

provides complete coverage of all the reporting capabilities in JasperReports,

New control tools applied to Business 105

allows input and output, and face different

data sources including flat files, XML files, all databases, web services, POP and

metadata configuration wizards that help configure heterogeneous

data sources and complex file formats including the position, delimiters, CSV,

iReport is a graphical tool for report designers, developers, and users. iReport

provides complete coverage of all the reporting capabilities in JasperReports,

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106 New Control tools applied to Business

JasperServer, and Jasper4Salesforc

pixel perfect reports plant production, and remote management JasperServer store.

Design and implementation of reports with ease

• Greatly simplifies the creation of report definitions JasperReports,

JasperServer, and Jasper4Salesforce

• Allows users to create, test and run reports of desktop environments

• Suitable for users, report designers and developers

• Available both as a NetBeans plugin and a standalone application

• Pre-integrated with JasperServer an

• Available data connector salesforce.com

New Control tools applied to Business

JasperServer, and Jasper4Salesforce, including the creation of parameterized reports,

pixel perfect reports plant production, and remote management JasperServer store.

Design and implementation of reports with ease

Greatly simplifies the creation of report definitions JasperReports,

sperServer, and Jasper4Salesforce

Allows users to create, test and run reports of desktop environments

Suitable for users, report designers and developers

Available both as a NetBeans plugin and a standalone application

integrated with JasperServer and Jasper4Salesforce

Available data connector salesforce.com

e, including the creation of parameterized reports,

pixel perfect reports plant production, and remote management JasperServer store.

Greatly simplifies the creation of report definitions JasperReports,

Allows users to create, test and run reports of desktop environments

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Graph report and graph designer

o Easy to use, drag and drop. WYSIWIG report designer

o Complete library of chart types.

o Charts whose builders are SQL and MDX queries

o Integrated support barcode

footer, summary, detail, and page, column and group headers and footers

Multi-format

o Preview real-time report to expedite the report

o Support for all enterprise data sources

Complex reports easily made

o Design or sub

o

o Condicional of print

o Builder expressions or syntax checker via color codes, list of

methods, and assistants

o Multiple data sources or multiple types in a report

New control tools applied to Business

Graph report and graph designer

Easy to use, drag and drop. WYSIWIG report designer

Complete library of chart types.

harts whose builders are SQL and MDX queries

Integrated support barcode section to include bands or background title;

footer, summary, detail, and page, column and group headers and footers

time report to expedite the report

Support for all enterprise data sources

Complex reports easily made

r sub-complex reports and dashboards

of print

expressions or syntax checker via color codes, list of

methods, and assistants

Multiple data sources or multiple types in a report

New control tools applied to Business 107

section to include bands or background title;

footer, summary, detail, and page, column and group headers and footers

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108 New Control tools applied to Business

Internationalizable and localizable

o Builder reporting or located through the user interface

Technical features

o Pre-integrated with JasperServer reporting and BI server store.

o Available with the integration of Jasper4Sale

o Available as a standalone application or a plug

o Built with support for JDBC, EJB, POJO, Hibernate, MDX, XML, and

custom data sources

o Customize the terms defined in Java or Groovy

Jasper Reports

This tool is produto takes

called iReports (view above) for the development of reports.

New Control tools applied to Business

ationalizable and localizable

o Fully localized reports - one report

definition, multiple languages and locations

Builder reporting or located through the user interface

integrated with JasperServer reporting and BI server store.

Available with the integration of Jasper4Salesforce repository

Available as a standalone application or a plug-in NetBeans

Built with support for JDBC, EJB, POJO, Hibernate, MDX, XML, and

custom data sources

Customize the terms defined in Java or Groovy

Jasper Reports

This tool is produto takes longer on the market. It has a tool

called iReports (view above) for the development of reports.

one report

definition, multiple languages and locations

Built with support for JDBC, EJB, POJO, Hibernate, MDX, XML, and

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This project began in 2001 as a personal project of Teodor Danciu. In hindsight it was

acquired by JasperReports to meet reporting requirements and to be part

itself together with Jasper Server.

streamline reporting.

The reporting mechanism is the following scheme:

Important details regarding the other solutions:

• In order to view reports generated

• In case you need to modify an existing report you need to recompile the

report.

New control tools applied to Business

This project began in 2001 as a personal project of Teodor Danciu. In hindsight it was

acquired by JasperReports to meet reporting requirements and to be part of the suite

itself together with Jasper Server. It has a Java editor that allows iReports called

The reporting mechanism is the following scheme:

Important details regarding the other solutions:

In order to view reports generated by iReport these should be compiled.

In case you need to modify an existing report you need to recompile the

New control tools applied to Business 109

This project began in 2001 as a personal project of Teodor Danciu. In hindsight it was

of the suite

It has a Java editor that allows iReports called

by iReport these should be compiled.

In case you need to modify an existing report you need to recompile the

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110 New Control tools applied to Business

That is, it is necessary to necessarily pass through the intermediate stage of

compilation. The report viewer is done in swing, the same w

editor.

JasperReports: the most popular Java reporting system in the world

• Books 100% Java reporting for superior portability.

• Dashboards, tables, crosstabs, and charts

• Pixel-perfect, complex designs for display or printing

• Flexible and extensible data sources, a variety of output formats

• High performance and scalability

• Standards based on Java and XML

• Community of report designers and developers the world's largest.

¿Large and complex reports

JasperReports handles all

reports, reports and cross references, etc.. Unlike most reporting solutions, enables

virtualization JasperReport capacity production of reports arbitrarily long, limited

only by available disk sto

outlets printed reports, and this is the reason that is often used for invoices, reports

and other complex plant production.

New Control tools applied to Business

That is, it is necessary to necessarily pass through the intermediate stage of

The report viewer is done in swing, the same way as the report

the most popular Java reporting system in the world

Books 100% Java reporting for superior portability.

Dashboards, tables, crosstabs, and charts

perfect, complex designs for display or printing

d extensible data sources, a variety of output formats

High performance and scalability

Standards based on Java and XML

Community of report designers and developers the world's largest.

Large and complex reports? No problem!

JasperReports handles all forms of complexity, including multiple data sources, sub

reports, reports and cross references, etc.. Unlike most reporting solutions, enables

virtualization JasperReport capacity production of reports arbitrarily long, limited

only by available disk storage resources. JasperReports provides Web outlets and

outlets printed reports, and this is the reason that is often used for invoices, reports

and other complex plant production.

That is, it is necessary to necessarily pass through the intermediate stage of

ay as the report

forms of complexity, including multiple data sources, sub-

reports, reports and cross references, etc.. Unlike most reporting solutions, enables

virtualization JasperReport capacity production of reports arbitrarily long, limited

rage resources. JasperReports provides Web outlets and

outlets printed reports, and this is the reason that is often used for invoices, reports

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New control tools applied to Business 111

View: Visit the Interactive Report Gallery

Report Designer

The graphic designer including with JasperReports iReport Professional is easy to use

and provides complete coverage of all the capabilities of JasperReports. Managers

and report designers also appreciate the ability to use the designer to retrieve, store

and modify reports when used with JasperServer and Jasper4Salesforce.

Important features

Dashboards, tables, crosstabs, charts and gauges

Based on Web

Report output in PDF, XML, HTML, CSV, XLS, RTF, TXT, and Flash

Oriented to the production page or screen or print

Integrated barcode support

Text with possibility of rotation

Style Libraries

Drill-through / hypertext links, including support for PDF

There is no limit to the size of report

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112 New Control tools applied to Business

Comprehensive library of chart types including meter charts, thermometers,

Builder expressions with syntax checker, objects, list of methods, and

assistants

Graphics Construtora are queries whose SQL and MDX

Available in stand

Create, test and run JasperReports from the desktop environment with

iterative report preview

Pre-integrated with JasperServer repository

New Control tools applied to Business

Comprehensive library of chart types including meter charts, thermometers,

and graphs of several axes.

expressions with syntax checker, objects, list of methods, and

Graphics Construtora are queries whose SQL and MDX

stand-alone or plug-in NetBeans

Create, test and run JasperReports from the desktop environment with

iterative report preview

integrated with JasperServer repository

Comprehensive library of chart types including meter charts, thermometers,

expressions with syntax checker, objects, list of methods, and

Create, test and run JasperReports from the desktop environment with

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New control tools applied to Business 113

On the issue of development of JasperReports

JasperReports Developer Edition offers the same package and JasperReports

Professional services, but is low cost to the developer. JasperReports Developer

Edition is ideal for organizations that want to fully display the capabilities of the

reports for developers.

JasperReports Developer Edition offers license terms that are more attractive to

developers:

• Support the chosen subscription

• Commercial license that includes indemnification and warranties

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114 New Control tools applied to Business

4.9 PENTAHO

[23,24,25,26,27,28,29] Pentaho defined itself

as a BI platform "solution-oriented" and

"focus on processes."

A major lines:

• Pentaho provides enterprise reporting capabilities, data analysis, dashboards,

data mining and workflow (workflow).

• Provides flexible deployment options, which allows you to use only the

necessary components and customizing BI solutions within a comprehensive

development platform for Business Intelligence.

• Some of these components for years have been consolidated in the world of

free software and use it spread quickly.

• The platform has a number of tutorials and patterns that facilitate their use.

Components’s PENTAHO

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Pentaho Corporation is the primary sponsor and owner of the Pentaho BI project. The

project is an ongoing initiative of the Open Source community that provides

organizations with better solutions for the needs of Business Intelligence.

Pentaho solutions are written in Java and have a deployment environment also based

on Java. This makes Pentaho is a very flexible solution to meet a wide range of

business needs, both typical as bu

Pentaho BI platform provides critical services including programming, security,

integration, and workflow automation, providing end

place to manage and maintain the deplo

Intelligence.

• Integration with business processes.

• Manage and reporting program performance.

• Manage user security.

Pentaho is built around the JBoss application server, making

all information is accessible th

formats (HTML, EXCEL, PDF) by JFreeReport1, recently joined Pentaho project, or

other platforms such as JasperReports and BIRT. For the generation of PDF's using

the popular Apache FOP2. Also, the library in

can see OLAP cubes through a browser and perform the typical applications of OLAP

analysis (down3 drill, slice and di4 ,...). It will then consider the various modules that

make up the platform.

Pentaho Reporting

Most companies use reports to display results. Pentaho

Reporting is a reporting module that offers the right

solution to the needs of users.

the JFreeReport project that allows:

• Generate reports in an easy and high quality.

New control tools applied to Business

Pentaho Corporation is the primary sponsor and owner of the Pentaho BI project. The

project is an ongoing initiative of the Open Source community that provides

better solutions for the needs of Business Intelligence.

Pentaho solutions are written in Java and have a deployment environment also based

on Java. This makes Pentaho is a very flexible solution to meet a wide range of

business needs, both typical as business-specific (data analysis, reporting, etc). The

Pentaho BI platform provides critical services including programming, security,

integration, and workflow automation, providing end-user skills and offers a central

place to manage and maintain the deployment of the company in relation to Business

Integration with business processes.

Manage and reporting program performance.

Manage user security.

Pentaho is built around the JBoss application server, making

all information is accessible through a web browser. Presents reports in popular

formats (HTML, EXCEL, PDF) by JFreeReport1, recently joined Pentaho project, or

other platforms such as JasperReports and BIRT. For the generation of PDF's using

the popular Apache FOP2. Also, the library incorporates JPivot, through which we

can see OLAP cubes through a browser and perform the typical applications of OLAP

analysis (down3 drill, slice and di4 ,...). It will then consider the various modules that

Pentaho Reporting

t companies use reports to display results. Pentaho

Reporting is a reporting module that offers the right

solution to the needs of users. It is a solution based on

the JFreeReport project that allows:

Generate reports in an easy and high quality.

New control tools applied to Business 115

Pentaho Corporation is the primary sponsor and owner of the Pentaho BI project. The

project is an ongoing initiative of the Open Source community that provides

better solutions for the needs of Business Intelligence.

Pentaho solutions are written in Java and have a deployment environment also based

on Java. This makes Pentaho is a very flexible solution to meet a wide range of

specific (data analysis, reporting, etc). The

Pentaho BI platform provides critical services including programming, security,

user skills and offers a central

yment of the company in relation to Business

Pentaho is built around the JBoss application server, making

Presents reports in popular

formats (HTML, EXCEL, PDF) by JFreeReport1, recently joined Pentaho project, or

other platforms such as JasperReports and BIRT. For the generation of PDF's using

corporates JPivot, through which we

can see OLAP cubes through a browser and perform the typical applications of OLAP

analysis (down3 drill, slice and di4 ,...). It will then consider the various modules that

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116 New Control tools applied to Business

• The distribution of test results in multiple formats, and that all reports

include the option to print or export to PDF, XLS, HTML and text.

• Scheduling tasks and reports automatically execute a certain frequency

The general characteristics are:

• Provides critical functionalities for end users:

o via web access.

o parameterized reports.

o Planning.

o Subscriptions.

o Distribution (bursting).

• Provides clear benefits specialists reports:

o Access to heterogeneous data sources: relational (via JDBC),

OLAP, XML, transformations in Pentaho Data Integration.

o Capacity for integration into applications to portals: jsp, portlet,

web service.

o Definition modular reporting (distinction between presentation and

consultation)

• Flexible Report Design

o Graphic design environment.

o Ability to use patterns.

o Relational data access, OLAP and XML.

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• Developed to:

o To be embedded.

o Be easy to extend.

o Not consume many resources.

o 100% Java: portability, scalability and integration.

• Cross-platform (both client and server): mac, linux / unix and

There are three products with different approaches aimed at different types of

users:

1. Pentaho Report Designer: Eclipse

and customizability of reports according to business needs for developers.

Includes wizards for easy configuration of properties. It is structured so that

developers can access their benefits quickly. It includes a query editor to

facilitate the compilation of the data to be used in a report.

2. Pentaho Report Design Wizard: report desi

and allows users to get results immediately. It is

aimed at users with less expertise.

Through simple steps to:

• Connect to any kind of relational databases.

• Integrate the results into the pentaho portal.

• Ability to mount t

3. Web ad-hoc reporting

ability of end users to create reports from pre

wizard.

Below is an example of a report:

New control tools applied to Business

Developed to:

be embedded.

Be easy to extend.

ot consume many resources.

100% Java: portability, scalability and integration.

platform (both client and server): mac, linux / unix and

There are three products with different approaches aimed at different types of

1. Pentaho Report Designer: Eclipse-based editor with professional, quality

and customizability of reports according to business needs for developers.

wizards for easy configuration of properties. It is structured so that

developers can access their benefits quickly. It includes a query editor to

facilitate the compilation of the data to be used in a report.

Pentaho Report Design Wizard: report design tool that makes work easier

and allows users to get results immediately. It is

aimed at users with less expertise.

Through simple steps to:

Connect to any kind of relational databases.

Integrate the results into the pentaho portal.

Ability to mount traffic light coding.

hoc reporting: Similar to the previous tool, but via the web. Extends the

ability of end users to create reports from pre-configured patterns and using a creation

Below is an example of a report:

New control tools applied to Business 117

Windows

There are three products with different approaches aimed at different types of

based editor with professional, quality

and customizability of reports according to business needs for developers.

wizards for easy configuration of properties. It is structured so that

developers can access their benefits quickly. It includes a query editor to

facilitate the compilation of the data to be used in a report.

gn tool that makes work easier

: Similar to the previous tool, but via the web. Extends the

configured patterns and using a creation

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118 New Control tools applied to Business

Analysis Pentaho

Pentaho Analysis provides users an advanced system of analysis. Using pivot tables

(pivot tables, crosstabs), generated by Mondrian and JPivot, the user can navigate

through the data, adjusting the view of data, display filters, adding or removing fields

added. The data can be represented as SVG or Flash, dashboards, or they can be

integrated with data mining systems and web portals (portlets). In addition, Microsoft

Excel Analysis Services, you can analyze the dynamic data in Microsoft Excel (using

the server connection and Mondrian OLAP).

Análise Pentaho helps operate with maximum effectiveness to gain insight and

understanding necessary to make optimal decisions.

The general characteristics are:

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New control tools applied to Business 119

• View dimensional data (eg sales, per period)

• Browse and explore

o Ad Hoc Analysis

o Drill-down

o Select a specific member or to analyze

• Interacting with High Performance

o Technology optimized for interactive response

Below is an example of Pentaho Analysis:

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120 New Control tools applied to Business

That is, the functionality for processing (OLAP) uses two applications: the Mondrian

OLAP server, which combined with JPivot, allow:

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• Perform querys to datamarts,

• The results should be presented with a

• What the user can drill down and perform other typical sailing.

Mondrian works on standard databases market: Oracle, DB2, SQL

Postgre ... which enables and facilitates the development of business based on the

Pentaho platform.

JPivot is considered a "sister project" of

JPivot

Pentaho Dashboards

All components of Pentaho Reporting and Pentaho module analysis can be part of a

Dashboard. In Pentaho Dashboards is very easy to incorporat

graphs, charts and reports, and integrate with JSP Portlets, where you can view

reports, OLAP graphing and analysis.

Provides immediate insight into individual performance, departmental or enterprise

level. It also provides an attr

allowing critical information they need to understand and improve organizational

performance. We emphasize that allows you to:

New control tools applied to Business

Perform querys to datamarts,

The results should be presented with a browser.

What the user can drill down and perform other typical sailing.

Mondrian works on standard databases market: Oracle, DB2, SQL-Server, MySQL,

which enables and facilitates the development of business based on the

is considered a "sister project" of Mondrian. By joining Mondrian also hico

Pentaho Dashboards

All components of Pentaho Reporting and Pentaho module analysis can be part of a

In Pentaho Dashboards is very easy to incorporate a variety of types of

graphs, charts and reports, and integrate with JSP Portlets, where you can view

reports, OLAP graphing and analysis.

Provides immediate insight into individual performance, departmental or enterprise

level. It also provides an attractive and intuitive visual interface, users of business,

allowing critical information they need to understand and improve organizational

We emphasize that allows you to:

New control tools applied to Business 121

Server, MySQL,

which enables and facilitates the development of business based on the

Mondrian. By joining Mondrian also hico

All components of Pentaho Reporting and Pentaho module analysis can be part of a

e a variety of types of

graphs, charts and reports, and integrate with JSP Portlets, where you can view

Provides immediate insight into individual performance, departmental or enterprise

active and intuitive visual interface, users of business,

allowing critical information they need to understand and improve organizational

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122 New Control tools applied to Business

• The identification of some key metrics (KPI's, Key Performance Indicators)

o Monitoring / Metrics

• Investigate underlying details

o Details of reports or support

• Exception Monitoring

o Alerts based on business rules

Below is an example of Pentaho Dashboards:

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Pentaho, relies on JFreeChart, a graphics library for generating most common (2D,

3D, bars, lines, time series, Gantt ...), interfaces to access different data sources,

export to PNG, JPEG and PDF and

The dashboards are an own development of Pentaho. They collect information on all

platform components including external applications, RSS feeds and web pages.

Include management and content filtering, and role

integrated into third party applications, portals or within the Pentaho platform

Pentaho- Integra

Many organizations have information available on applications and separate

databases. Pentaho Data Integration is open, clean

information and puts it in the hands of the user. Provides a consistent, single version

of all information resources, which is one of the biggest challenges for IT

organizations today. Pentaho Data Integration provides a powerf

Transformation and Loading).

Using large kettle avoids manual workloads, often difficult to maintain and deploy.

New control tools applied to Business

Pentaho, relies on JFreeChart, a graphics library for generating most common (2D,

3D, bars, lines, time series, Gantt ...), interfaces to access different data sources,

export to PNG, JPEG and PDF and support for servlets, JSPs, applets and APIs

The dashboards are an own development of Pentaho. They collect information on all

platform components including external applications, RSS feeds and web pages.

Include management and content filtering, and role-based security drill down. Can be

integrated into third party applications, portals or within the Pentaho platform

Integration data

Many organizations have information available on applications and separate

databases. Pentaho Data Integration is open, clean and integrate this valuable

information and puts it in the hands of the user. Provides a consistent, single version

of all information resources, which is one of the biggest challenges for IT

organizations today. Pentaho Data Integration provides a powerful ETL (Extraction,

Transformation and Loading).

Using large kettle avoids manual workloads, often difficult to maintain and deploy.

New control tools applied to Business 123

Pentaho, relies on JFreeChart, a graphics library for generating most common (2D,

3D, bars, lines, time series, Gantt ...), interfaces to access different data sources,

rvlets, JSPs, applets and APIs

The dashboards are an own development of Pentaho. They collect information on all

platform components including external applications, RSS feeds and web pages.

ty drill down. Can be

integrated into third party applications, portals or within the Pentaho platform.

Many organizations have information available on applications and separate

and integrate this valuable

information and puts it in the hands of the user. Provides a consistent, single version

of all information resources, which is one of the biggest challenges for IT

ul ETL (Extraction,

Using large kettle avoids manual workloads, often difficult to maintain and deploy.

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124 New Control tools applied to Business

The architecture of Pentaho Data Integration is represented by the following scheme:

Besides being open source and without licensing costs, the basic features of this tool

are:

• Graphical development environment.

• Using standard technologies: Java, XML, JavaScript.

• Easy to install and configure.

• Multi-Platform: Windows, Macintosh, Linux

• Based on two types of objects: Transformations (collection of steps in an

ETL process) and work (collection of transformations).

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In summary, Kettle is a Belgian draft includes a set of tools for ETL (Extraction,

Transformation and Loading). One objective is that the ETL project is easy to build,

maintain and deploy.

It consists of four tools:

• SPOON: to graphically design ETL processing.

• PAN: executes the transformations designed with SPOON.

• CHEF: allows, through a graphical interface, design load control data

including job status.

• KITCHEN: allows you to run batch jobs designed with Chef.

Pentaho is incorporating the technology Weka, Penta

defined.

Weka is a comprehensive and integrated tool that includes tools for processing the

data, sorting tasks, regression, clustering, association and visualization.

Data Mining

It is the process of executing the data completely

significant patterns and correlations that may be hidden at first sight. This can be used

New control tools applied to Business

mary, Kettle is a Belgian draft includes a set of tools for ETL (Extraction,

Transformation and Loading). One objective is that the ETL project is easy to build,

It consists of four tools:

: to graphically design ETL processing.

: executes the transformations designed with SPOON.

: allows, through a graphical interface, design load control data

including job status.

: allows you to run batch jobs designed with Chef.

Pentaho is incorporating the technology Weka, Pentaho roadmap explicitly

is a comprehensive and integrated tool that includes tools for processing the

data, sorting tasks, regression, clustering, association and visualization.

Data Mining

It is the process of executing the data completely sophisticated algorithms, revealing

significant patterns and correlations that may be hidden at first sight. This can be used

New control tools applied to Business 125

mary, Kettle is a Belgian draft includes a set of tools for ETL (Extraction,

Transformation and Loading). One objective is that the ETL project is easy to build,

: allows, through a graphical interface, design load control data

: allows you to run batch jobs designed with Chef.

ho roadmap explicitly

is a comprehensive and integrated tool that includes tools for processing the

sophisticated algorithms, revealing

significant patterns and correlations that may be hidden at first sight. This can be used

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126 New Control tools applied to Business

to help understand what is best for the business and exploit the performance of this in

a completely predicting future analysis.

It is characterized by:

• Discover hidden patterns and correlations in the data.

• Prevent future events based on historical patterns

• To have the technology:

o Powerful Data Mining Engine

o Graphic Design Tools

o Security and Compliance

o Web Services, Repositories and XML-based definitions

o Performance and scalability

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New control tools applied to Business 127

4.10 Comparative analysis

After preliminary study of the various tools will try to assess in a quantitative manner

different features to see which would best score and choose well, the tool that will

develop the demo. Previously, he will realize aspects of each of the chosen tools to

identify, seeing finally that agrees with that obtained higher scores on the quantitative

scale performed.

After the study, download and installation of the necessary documentation to

know BSPG (http://bspg.sourceforge.net), we decided to discard this tool as

compared to the other has more points against them. For example:

o It provides design tools or facilities to build reports and

dashboards in an easy friendly and complete.

o Requires manual programming in PHP, which involves a

very elaborate work to achieve results fairly productive, which

means that does not compensate at development-time results,

compared with that offered by other tools.

After documenting the BEE Project tool, we chose to discard it because it

offers the same options and facilities that the other tools. To this we add the

fact that the project currently stands, without updates, so we decided to go in

the analysis of other tools.

Report JET began as an open source project, but that project is currently in

use, evolved and became an exclusive tool. It also allows friends easily

design reports, using predefined patterns, but does not go alllá, and we are

left with the inability to create dashboards and other relevant information

analysis. For these reasons we decided to discard this tool.

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128 New Control tools applied to Business

BIRT was one of the pre-selected tools, but after thorough review of other

tools, it was decided to discard it, since it allows to develop complex reports

but limited level dashboard.

After installation and configuration of Spago BI, and its subsequent

implementation, we decided to pre-select this tool to deepen their study,

since it is one of the most comprehensive and covers more functionality.

Providing designers and components to be used according to the needs of

each.

After studying and testing the tool Openi it was decided to pre-select, as it

provides an easy and friendly environment, with results compiled.

Furthermore, since it depends on the above projects, it was decided to choose

this tool since the technologies offered and with which it reuses other open

source projects, it becomes a very comprehensive tool.

After installing and testing Jasper Soft BI

(http://jasperforge.org/sf/projects/jasperintelligence), is among the pre-

selected. It offers more functionality and ease of use BSPG or Bee Project.

Pentaho because of its power and especially the wide range of features it

offers, including those designed to perform tasks of all kinds, and providing

facilities for this, is the choice among all others and chosen to make and

show a practical demo. Thus ruling out the pre-selected (Spago BI, BI Jasper

Soft, Openi) in the first stage since it is considered more complete.

Was undertaken to assess aspects of approach to the tool configuration and power

information in order to obtain an objective assessment of each. Rating 0-10 in various

aspects. The table is the end of this epigram shows the results.

Pentaho: This tool was the first to be studied, and because of its power and

variety of herramietnas offering is selected.

Justification:

1. Approach to the tool

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New control tools applied to Business 129

o Documentation: the quantity and quality of the documentation

found on the tool Pentaho was a very important point to consider

when selecting the tool, and was the best documentation.

o Forums: there are many helpful forums, in which doubts resolved

with agility.

o Examples / Demos On-line: on-line demo and downloadable guide

to help you try and add their own examples.

o Updates: This tool provides regular updates, by no means a final

draft, and are available on the official website.

2. Configuration

o Complejidade: the configuration is tricky but not difficult, since

there are lots of possibilities. And since it has lots of proprietary

tools and integrating them understand the use of each one also takes

time.

o Installation: the complexity of the installation of the tool is minimal,

because it has a guide and a wizard to install the tool and its

applications.

o Publication: reports and dashboards to hang the demo on-line

following a series of steps specified in the documentation,

publishing their own reports in a rather straightforward.

o Ease of Use: once the tool is programmed with the graphs and

reports required, it is easy to use, since it is very intuitive.

o BD Support: Supports large number of systems administrators

database: MySQL, Microsoft Access, PostgreSQL, SQL Server,

DB2, and others.

o Operating Systems supported: multi –plataform

3. Information Power

o Analysis, Reporting, Dashboards, which provide a high informative

power, high quality and important graphics.

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130 New Control tools applied to Business

o Graphical Interface: it is programmable, so will a larger effort to

make it to everyone's taste, but is completely customizable, and

everything you want is to be programmed.

o Navigation: allows any type of navigation in every way and by any

criteria available.

BSPG:

After the study, download and install the tool we chose to discard it.

Justification:

1. Approach to the tool

o Documentation: not available a wealth of information.

Only steps for installation.

o Forums: not too active.

o Examples / Demos On-line: The demo is poor and does not

show the quality of the tool.

o Updates: no.

2. Configuration

o Complexity and Installation is an easy to configure and install, does

not cause major problems.

o Publication: there is no documentation for producing publications

of reports and dashboards, but allowed.

o Ease of Use: very easy to use tool.

o DB Support: PostgreSQL.

o Operating Systems Supported: Windows

3. Information Power

o Analysis: dashboards that provide little information

o Reports, Dashboards, graphical interface and navigation of average

quality.

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New control tools applied to Business 131

OpenI: A study of the tool was decided pre-selected because it is fairly

complete for OLAP analysis, dashboards and allows easily create and easy

user interaction with the environment. Subsequently, the tool was discarded

because, faced with Pentaho does not offer the same opportunities.

Justification:

1. Approach to the tool

• Documentation: available quality information. Installation Guides.

• Forums: not too active.

• Examples / Demos On-line: full demo and many examples

• Updates: Regular updates

2. Configuration

• Complexity of configuration is important because it is necessary to

modify files manually and this is a delicate task.

• Installation is an easy to install, does not cause major problems.

• Publication: easy to make publications

• Ease of Use: very easy to use tool.

• DB Support: MySQL, Microsoft Access, PostgreSQL, SQL Server,

DB2, and others.

• Operating Systems supported: multi

3. Information Power

• Analysis: dashboards that provide little information

• Reports: are entirely statistical.

• Dashboards: easy generation

• Graphical Interface and Navigation of medium to high quality.

• Allows the user to easily interact dynamically.

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132 New Control tools applied to Business

JasperSoft: This was one of the pre-selected tools, as it is comprehensive

and easy to use. But ultimately, was discarded because compared with

Pentaho have less power and quality of solutions.

Justification:

1. Approach to the tool

Documentation: available quality information. Installation Guides. Forums: active and helpful. Examples / Demos On-line: pucos examples available Updates: Regular updates or Setup

2.Configuration

Complex configuration is important because it is necessary to

modify files manually and this is a delicate task. Installation is an easy to install, does not cause major problems. Publication: easy to make publications

3. Ease of Use: it is necessary to be clear on the steps to generate dashboards

and management tool. Once you are clear about the steps it is easier to use. DB Support: MySQL, Microsoft Access, PostgreSQL, SQL Server,

DB2, and others Operating Systems supported: multi or Power Information Analysis: dashboards that provide little information Reports: Quality

Dashboards: fairly static, compared with those of other selected

tools.

Graphical Interface: medium-high quality

Navigation: limited

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Birt: This was one of the pre-selected tools, but after thorough review of

other tools, it was decided to discard it, because it allows very complex reports,

dashboards level but is very limited.

Justification:

1. Approach to the tool

• Documentation: available information quality. Installation Guides.

• Forums: Active

• Examples / Demos On-line: a few examples available

• Updates: Regular updates

2. Setup

• Complexity of configuration is important

• Installation: Installation is a tool not entirely intuitive

• Publication: easy to make publications

3. Ease of Use: It is a complex tool when used.

• DB Support: MySQL, Microsoft Access, PostgreSQL, SQL Server,

DB2, and others.

• Operating Systems supported: multi

4. Power Information

• Analysis: poor

• Reports: a lot of quality

• Dashboards: poor and static

• Graphical Interface: medium quality

• Navigation: limited

ReportJet: This tool allows you to easily design reports using predefined

patterns, but does not go beyond, it offers the ability to create dashboards

and other types of analysis. For this reason we decided to discard it.

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134 New Control tools applied to Business

Justification:

1. Approach to the tool

• Documentation: little documentation available • Forums: Non-active • Examples / Demos On-line: many examples of reports • Updates: Regular

2. Setup

• Configuration is important complexity • Installation: Installation is a tool not entirely intuitive • Publication: journals perform complex • Ease of Use: it is a fairly intuitive tool when used. • DB Support: MySQL, Microsoft Access, PostgreSQL, SQL

Server, DB2, and others. • Operating Systems supported: multi-plataform

3. Power Information

• Analysis: does not allow • Reports: a lot of quality • Dashboards: does not allow • Graphical Interface: friendly • Navigation: very limited

SpagoBI: SpagoBI: After installation and configuration of this tool to

choose it was decided to deepen their study, since it is one of the most

comprehensive and covers more functionality, providing components for use

according to user needs.

Justification:

1. Approach to the tool

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• Documentation: the quantity and quality of the documentation found

on the tool is a very important point to take into account when

selecting the tool, provides large quantity of documentation.

• Forums: there are many grand forums help, they solve questions with

great skill.

• Examples / Demos On-line: On-lne demo and downloadable guide to

help you try and add their own examples.

• Updates: This tool provides regular updates, by no means a final draft,

and are available on the official website.

2. Setup

• Complexity: the setting is delicate but not complicated, as there

are lots of possibilities. And since it has lots of proprietary tools

and integrating them understand the use of each one also takes

time.

• Installation: The installation complejidade the herramietna is

minimal, because it has a guide and a wizard to do it.

• Publication: reports and dashboards to hang the demo on-line

following a series of steps specified in the documentation,

publishing their own reports in a rather straightforward.

3. Ease of Use: once the tool is programmed with the graphs and reports

required, it is easy to use, since it is very intuitive.

• BD Support: Supports large number of systems administrators

database: MySQL, Microsoft Access, PostgreSQL, SQL Server,

DB2, and others.

• Operating Systems supported: multi-plataform

4. Power Information

• Analysis, Reporting, Dashboards, which provide a high informative

power, high quality and important graphics.

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136 New Control tools applied to Business

• Graphical Interface: Provides a portal for high quality graphics, very

friendly and intuitive to the end user.

• Navigation: allows any type of navigation in every way and by any

criteria available.

BEE Project: After the study of this tool we chose to discard it because it

offers the same options and facilities than others.

Justification:

1. Approach to the tool

• Documentation: little documentation available • Forums: Non-active • Examples / Demos On-line: a few examples available • Updates: not available

2. Setup • Complexity of configuration is important • Installation: Installation is a tool not entirely intuitive • Publication: journals perform complex

3. Ease of Use: It is not intuitive • Support BD: limited • Operating Systems supported: not platform

4. Power Information • Analysis: limited • Reports: medium quality • Dashboards: very limited • Graphical Interface: poor • Navigation: limited

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Approach tool Setup Power Information

D

ocum

enta

tio

n Fo

rum

s

Exam

ples

Upd

ates

Com

plex

ity

Con

figur

aton

In

stal

latio

n

Publ

icat

ion

Usa

bilit

y

BD

S.O

.

Ana

lysi

s

Rep

ort

Das

hboa

rds

Inte

rfac

e

grap

h

Nav

egat

ion

Peso

s

Pentaho 9 9 9 9 9 9 7 8 8 9 9 9 9 9 129

BSPG 6 5 3 2 2 7 9 4 3 9 6 6 6 6 80

OPENI 7 6 8 8 9 8 7 8 9 7 7 8 7 8 115

Jasper

Soft 7 7 6 8 9 6 6 8 9 7 7 7 7 7 109

Birt 7 6 6 7 8 6 6 6 9 5 7 3 4 1 88

Report

Jet 4 2 9 7 7 7 7 8 8 0 9 0 7 2 82

SpagoBI 8 7 8 8 7 7 8 8 8 8 8 8 8 8 116

Bee

Project 4 2 5 3 6 3 6 5 4 6 6 3 4 5 68

Comparative table tools

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138 New Control tools applied to Business

5 Conclusions and future works

Given the exhaustive analysis to develop the current project, there were new ideas for

possible new projects, taking a step further and explore in depth the document

management and knowledge management:

- FREE SOFTWARE SOLUTIONS FOR THE MANAGEMENT OF

KNOWLEDGE: The objective of this project is to study different ferramientas

lagestión free software for knowledge.

- EVALUATION OF MANAGEMENT SYSTEMS FREE DOCUMENTARY SW:

The objective of this project is to conduct a study of several open source tools that

allow you to perform document management, a thorough and easy for the end user.

- EVALUATION OF SYSTEMS BPM (Business Process Management) FREE

SOFTWARE

Once the project got a series of conclusions that can be divided into different sections:

• With regard to SMEs

o Encourage the use of free software tools and business intelligence

tools

o Improved management system for SMEs

o It promotes the possibility of working directly with SMEs and apply

the results of TFM and tools helped us to open the field of view and

show the real applicability and usefulness of the TFM.

• About the concrete result of the project

o Today, there is no clear comparison of BI tools, for lack of clarity in

the tutorials and the organization of the same, for this reason, what

we did was a very elaborate work to achieve the objectives of the

project and to prepare quality documentation.

o The study of different open source tools for Business Intelligence

allowed us to obtain, after much research, a comparative selection

criteria and applicability of each.

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New control tools applied to Business 139

We are a criterion, through experience that gave us on-line demos of the tools and

evidence that allows us to differentiate, studying the cases of each SME, the tool to

apply, potential problems and the final results will be interest for SMEs.

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140 New Control tools applied to Business

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[24] Introducción al JPivot:

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[25] Pentaho Commercial Open Source Business Intelligence Dashboards FAQ:

http://community.pentaho.com/faq/dashboards.php

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[26] Report Design Wizard:

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Last Login: 13/05/2010

[27] Wikipedia: http://es.wikipedia.org/wiki/BI_(informática)

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[28] Mondrian: http://mondrian.pentaho.org/

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[29] http://www.balancedscorecard.org/

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[30] Spago Solutions- SpagoBI:

http://spagobi.eng.it/ecm/faces/public/guest/home/solutions/spagobi

Last Login: 23/05/2010

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144 New Control tools applied to Business

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[33] SourceForge.net: BEE. http://sourceforge.net/projects/bee/

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index.php?option=com_content&task=view&id=24&Itemid=32

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[36] Cazzin Grazia SpagoBI: A new Open Source platform _lling a gap in the

business

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[37] SourceForge.net:ReportJet http://sourceforge.net/projects/reportjet

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[38] ReportJet- Java profesional reporting system

http://www.reportjet.com/index.html

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[39] JasperForge:ReportJet: Información del proyecto:

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[40] ReportJet-Open Source Software Project Information:

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[41] Eclipse: http://www.eclipse.org

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[42] Open Souce Business Intelligence-JasperSoft: http://www.jaspersoft.com

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[43] Welcome to JasperForge: http://www.jasperforge.org

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[44] Embeddable Java Reporting Library:

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[45] Project OpenI: http://openi.org/

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