Orders - NA & EMEA
Workshop - NA & EMEA
Real-world business reporting often requires filtering data to specific regions and time periods to support strategic decision-making. In this advanced workshop, you'll create a comprehensive filtered report for Steel Wheels that displays order details for the EMEA and NA territories, focusing on orders shipped on or after January 1st, 2005. This workshop builds on your Interactive Reporting foundation by introducing more sophisticated filtering, grouping, and data presentation techniques.
In this hands-on workshop, you'll expand your Interactive Reporting skills by working with multiple filters, creating hierarchical groupings, and implementing summary calculations at different levels. You'll learn how to construct complex filter conditions that combine date ranges with categorical selections, create nested group structures that reveal patterns across territories and product lines, and format professional reports with custom headers, titles, and calculated totals. You'll also gain experience with column reordering, data formatting, and the repository management skills needed to publish reports for organizational use.
What You'll Accomplish:
Select the Orders data source and apply the Left Aligned - Cobalt report template
Add essential data columns (Product Name, Order Date, Order Number, Status, Quantity Ordered, Total) and reorder them logically
Create hierarchical report groups with Territory as the primary group and Product Line as a subgroup
Apply ascending sort on Order Date to organize records chronologically
Implement multiple filters to display only Shipped orders from EMEA and NA territories on or after January 1, 2005
Add summary calculations (Sum) on the Total column with properly labeled subtotals and grand totals
Customize the report with a descriptive title and company header (Steel Wheels, Inc.)
Format numeric data with appropriate currency symbols and decimal places
Refine column headers and alignment for professional presentation
Save the completed report to the Public/Training repository folder with a descriptive filename
By the end of this workshop, you'll have created a sophisticated business report that demonstrates advanced filtering, multi-level grouping, and summary calculations. You'll understand how to combine temporal and categorical filters to isolate specific data subsets, how to structure hierarchical groupings that reveal business patterns, and how to format reports that meet professional standards for executive consumption.
Prerequisites: Pentaho Business Analytics Server with Orders sample data source configured Estimated Time: 15 minutes
From the User Console Home Perspective, click Create New > Interactive Report.
In the Select Data Source window, click Orders, and then click OK.
In the Selection Pane, click the General tab, and then click Select.
Use the left and right arrow to scroll through the available templates, and then select: Left Aligned - Cobalt.
From the top Toolbar panel: In the Row Limit box, enter No more than 100.
In the Selection Pane, click the Data tab.
Select Product Name from the Data panel, and drag it to the Report Canvas.
Select Order Number from the Data panel, , then drag it to the Report Canvas and drop it to the right of Product Name.
Add the following additional fields:
• Hold the Ctrl key
• Select Order Date, Status, Quantity Ordered, and Total.
• Right-click & Select Add to Columns.
In the Interactive Toolbar, click the Layout button.
Click Order Date and drag it between Product Name and Order Number.
From the Data panel, drag Territory to the Report Canvas and place it above the column headers.
From the Data panel, drag Product Line to the canvas and place it below the Territory group.
Click the drop-down arrow next to the Order Date column header, and then select Sort > Ascending.
On the Interactive Toolbar, click the Filter button.
From the Data panel, select Territory and drag it to the Filters panel.
In the Filter on Territory dialog box:
• Select: Select from a list.
• From the list of values, hold the Ctrl key and click EMEA and NA.
• Click the right arrow to move EMEA and NA to the Currently Included list.
• Click OK.
In the report details, click the Status column header and drag it to the Filters panel.
In the Filter on Status dialog box:
• Select: Select from a list.
• From the list of values, click Shipped.
• Click the right arrow to move Shipped to the Currently Included list.
• Click OK.
In the report details, click the Order Date column header and drag it to the Filters panel.
In the Filter on Order Date dialog box:
• From the available constraints drop-down list, select On or after.
• Click the next drop-down arrow.
• Navigate to January 2005.
• Select January 1, 2005 (2005-01-01)
• Click OK.
To add totals for the Total column, in the report details:
• Click the drop-down arrow next to the Total column header.
• Click Summary.
• Click Sum.
Edit the label for the Product Line subtotals: Page 4
Edit the label for the Territory subtotals: Page 10
Edit the label for the grand total: Page 15
Add a report title, in the title area: Orders Shipped from Jan 1st 2005.
Centre the report title.
Add text to the report header, in the header area: Steel Wheels, Inc.
Resize columns.
Center align header text.
Format the decimal places from the Total column: $#,###
Change the column header for the Total column: Order Total
To save the report, on the toolbar click the Save icon.
To save the report:
• In the Filename field, type Shipped Orders Activity – Jan 1st 2005.
• For the location, click the Up One Level icon twice.
• In the list of folders, double-click Public.
• In the list of folders, double-click Training & Save.
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