Fundamentals of Ad Hoc Reporting: Create a beautiful report-building oasis for your users

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Providing your users and customers with helpful reports and dashboards is one thing. But you can’t expect to predict every question they will have. Ad hoc or self-service reporting puts the power of report-making into your users’ hands. Provided a drag-and-drop interface, users of any skill level can build reports and get answers to custom questions—all on their own. With a few simple steps, you can turn your complex source data into easy-to-understand fields & measures and create a beautiful report-building oasis for your users. In this webinar, you will learn how to: - Prepare data for your users by creating a metadata layer that makes it easy for them to understand - Build an ad hoc report from scratch using an intuitive, web-based design environment - Make customizations to reports, save them for later use, and share reports with others

The Fundamentals of Ad Hoc
Reporting
How to create a report building oasis for your users

2
What is this all about?
© Copyright 2000-2018 TIBCO Software Inc.
Business usersReport developer
What
about Y?
What
about Z?
What
about X?
Reports
New report requests

3
Hello from Jaspersoft!
© Copyright 2000-2018 TIBCO Software Inc.
Raphael Peguet
Sr. Solutions Consultant
Dublin, Ireland
Shane Swiderek
Product Marketing Manager
San Francisco, CA

4
What is Jaspersoft?
© Copyright 2000-2018 TIBCO Software Inc.
A BI & analytics platform designed for software builders
Architecture agnostic API-first approach Open standards Customizable (open source)
PLATFORM
EMBED
- JavaScript API
- Extensive REST APIs
- Mobile apps & SDKs
DESIGN
- Pixel perfect reports and
visualizations via IDE
- Self-service via browser
MANAGE
- Tenants/users/roles
- Repository
- Import/export
- Scheduling/export
Multi-tenant support

Agenda
© Copyright 2000-2018 TIBCO Software Inc.
• What is Ad Hoc Reporting?
• How to prepare data with
metadata layer
• Creating and customizing
Ad Hoc Reports
• Distributing Ad Hoc
Reports
• Q & A

6
What is Ad Hoc reporting?
© Copyright 2000-2018 TIBCO Software Inc.
Hmm??
Casual business user
Question tier
Aha!
Answer tierReporting tier
Drag-and-drop report design environment

7
Canned vs Custom Reports
© Copyright 2000-2018 TIBCO Software Inc.
Canned Reports
Built by developers and included by default for
all your customers
Same set of reports shared by all customers
(secured by data security structure)
Customer 2
Customer 1
Custom aka “Ad Hoc” Reports
Built by end users (or dev) and only consumed by
that customer
Each report must be stored separately (object level
security)
Customer 1
Customer 2

8
Report Repository Layout
© Copyright 2000-2018 TIBCO Software Inc.
Public Folder – Canned
Private Customer Folders – Custom / Ad Hoc
Customer 1 Folder Customer 2 Folder
Customer 1
Customer 2

9
Two Types of Reporting
© Copyright 2000-2018 TIBCO Software Inc.
Pixel-perfect canned
reporting
Ad Hoc / web-based
reporting
Designer Persona
IT/Developer/Professional report
writer
Casual user/Power user
For
Pixel perfect, programmatic control
across export formats
Consumption on web –design and
customization not primary concern
Requires
Technical training, SQL/Query
knowledge
A well designed and performant Data
Warehouse
Tables ✔ ✔
Charts ✔ (3 libraries supported) ✔ (1 library supported)
Crosstabs ✔ ✔
Images ✔ (from URL, File, DB) ✔ (from URL)
Hyperlinks ✔ ✔
Subreports ✔
Multiple Data sources ✔
Maps/Widgets/
3rd Party Customizations
✔
Export to 9 Formats ✔ ✔ (not pixel perfect)
Self service: Focus on
easy creation, not
control
Pixel Perfect: 100%
control of design

10© Copyright 2000-2018 TIBCO Software Inc.
How do you create a report
building oasis for your users?

11© Copyright 2000-2018 TIBCO Software Inc.
Make your
data easy
Supply intuitive design
environment
Simplify
distribution

Agenda
© Copyright 2000-2018 TIBCO Software Inc.
• What is Ad Hoc Reporting?
• Preparing data for users
with metadata layer
• Creating and customizing
Ad Hoc Reports
• Saving & sharing Ad Hoc
Reports
• Q & A

13
Process for building metadata layer
© Copyright 2000-2018 TIBCO Software Inc.
Specify
Tables
Derived
Tables
Joins
Calc.
Fields
Pre-filters
Display
names
Administrator

14
Self-service report lifecycle
© Copyright 2000-2018 TIBCO Software Inc.
Metadata DistributeDesign
Defines Schema
(Domain)
Design/View Reports in
Online Editors
Email, Mobile, Web
Admin Business Users

15© Copyright 2000-2018 TIBCO Software Inc.
Demo
Creating a domain
(metadata layer)

17
Self-service report lifecycle
© Copyright 2000-2018 TIBCO Software Inc.
Metadata DistributeDesign
Defines Schema
(Domain)
Email, Mobile, Web
Admin End Users
Design/View Reports in
Online Editors

18
What can you design?
© Copyright 2000-2018 TIBCO Software Inc.
Crosstabs
Charts Combinations (Dashboards)
Tables

19© Copyright 2000-2018 TIBCO Software Inc.
Demo
Designing an Ad Hoc Report

21
Self-service report lifecycle
© Copyright 2000-2018 TIBCO Software Inc.
Metadata DistributeDesign
Defines Schema
(Domain)
Email, Mobile, Web
Admin End Users
Design/View Reports in
Online Editors

22© Copyright 2000-2018 TIBCO Software Inc.
Demo
Distributing an Ad Hoc Report

24
What next?
© Copyright 2000-2018 TIBCO Software Inc.
See How to Get Started
https://www.jaspersoft.com/getting-started
Try Jaspersoft Free for 60 Days
https://www.jaspersoft.com/download
O’Reilly Book: Embedding Analytics in Modern Apps
www.jaspersoft.com > Resources
Get your question(s) answered by an expert
Send questions to: na-jaspersoftdemo@tibco.com
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TIBCO Jaspersoft

Combining and preparing data is a prerequisite for any reporting and analytics project. There are two leading approaches for this process: Extract, transform, and load (ETL) and data virtualization. Use ETL when you want to physically move data from multiple data sources into a single data warehouse. Use data virtualization when you want data to remain in data sources and specify the rows or files to be used for analytics on-the-fly. Join us to learn the foundational concepts and considerations for these two approaches, and to identify the right path for your reporting or analytics project. In this webinar, you will learn: The differences and use cases for traditional data integration vs data virtualization How and why you would want to virtualize multiple data sources How to make your data sources user-friendly to support self-service reporting See the webinar here: https://www.jaspersoft.com/event/back-basics-dashboards-101

Back to Basics: Embedded Analytics 101

TIBCO Jaspersoft

Interactive data visualizations and reports are common components of modern web applications. There are several approaches developers use to visualize data in the user interface of an application, ranging from hand-writing JavaScript based on charting libraries like D3.js and Highcharts, to leveraging full-fledged BI & Analytics platforms. This webinar will introduce each of these approaches, offer guidance on which to use based on requirements, and share best practices for embedded analytics through a demo application built on React.js. In this webinar, you will learn: Why embedded analytics is so important today Options to implement embedded analytics and levels of integration Comparison of embedding options What a model implementation looks like through a demo app built on React.js

Back to Basics: Dashboards 101

TIBCO Jaspersoft

Everyone loves a great dashboard. Effective dashboards provide key metrics to users at-a-glance and allow the business, or its customers, to discover details in data that are relevant to their specific needs. Unfortunately, assembling a great dashboard is not a simple task. There are endless options including what data to include, how to format it, and how to strike the right balance between a personalized and flexible dashboard experience. So what should you consider when creating your own dashboards? Join Raphael Peguet, Sr. Solutions Consultant at Jaspersoft, as we break down the various styles of dashboards and share tips and tricks for creating great dashboards that you can incorporate immediately into your own projects. In this webinar you will learn The concepts and components of effective dashboards How to assemble a dashboard How to design data to be insightful, personal and visually appealing

Back to Basics: Reporting 101

TIBCO Jaspersoft

In this webinar series, we’re going to get you up to speed with the most foundational and critical categories of business intelligence: Reporting, Dashboards, Embedded Analytics (in apps), and Data Integration and Virtualisation. In this webinar you will learn: - How to build your first report (using 2 different techniques) - Best practices for reporting: designing reports and running an effective reporting system - Distributing reports: methods for delivering reports to users

Best practices: embedding interactive reports & visualizations in your app

TIBCO Jaspersoft

Build Answer-generating Apps that Users Love: Development best practices for ...

TIBCO Jaspersoft

More and more employees (not just data analysts or C-level execs) are expected to make data-driven decisions, yet only 20–25% of workers have access to business intelligence (BI) products. And when asked, end users don’t want to use a “BI tool”—another interface to learn, another login—they want easily accessible answers. Instead of offering a standalone dashboard, the new trend is to embed analytics into applications that are already used every day. This workshop series features a brand new demo application—created by TIBCO Jaspersoft and projekt202—that illustrates and teaches you how to create answer-generating applications. Over four webinars, we will show you to the what and why of data-as-a-feature applications and how you can build your own. Data-as-a-Feature webinar sessions: - Build answer-generating apps that users love: Learn best practices for making data valuable to your application users - Getting started: How to set up your data-as-a-feature project - Your data in your app: Best practices for embedding interactive reports and visualizations in your app - Managing the experience + ad hoc reporting: Handling security, multi-tenancy, and self-service reporting for your data-as-a-feature app

Introducing TIBCO Jaspersoft 7.2

TIBCO Jaspersoft

We are very excited to announce Jaspersoft 7.2. This release brings major upgrades to a critical and highly utilized area of the product... Domains. What are Domains? Jaspersoft Domains are the magic that hides the complexity of the database and provides a business-friendly view of your data to users: Connect to data. Join it together. Prepare it for consumption by end-users. Watch now to learn the ins and outs of Jaspersoft 7.2 including: - A full overview of the release: new features, performance improvements, UI changes, and more - Live demos of the new Jaspersoft Domains UI that showcase the updated workflow and functionality - Q&A

Throwing IoT in the Trash (literally) - How sensor data, analytics, and AWS c...

TIBCO Jaspersoft

Innovative IoT solutions are solving real-world problems, with data serving communities in ways you would never expect. Who would have predicted the hidden insights and cost savings waiting to be uncovered in our trash? Well, BigMate! This IoT solutions provider turns real-time sensor data into insights. Realizing the trash collection process was outdated and inefficient, BigMate developed a system with IoT sensors providing location, temperature, and bin level monitoring to optimize trash pickup. Saving money, streamlining operations, and optimizing processes, IoT sensor data can help your business discover new ways to solve old problems. Watch our webinar panel with Bigmate and AWS to learn: - How city-wide IoT implementation is optimizing trash pickup - How to translate raw data into actionable insights for users - The ins and outs of BigMate’s IoT platform

Embedding Reports & Data Visualizations into Applications: JasperReports IO T...

TIBCO Jaspersoft

Join our three-part interactive workshop to learn the ins and outs of TIBCO JasperReportsⓇ IO, an engine designed to churn out reports and visualizations with the efficiency and flexibility of today’s latest cloud technologies. In this workshop, will show you to how to: - Embed seamlessly using the TIBCO JasperReportsⓇ IO JavaScript API - Illustrate how to integrate JasperReportsⓇ IO into your security infrastructure.

PART 2: Producing reports & data visualizations with JasperReports IO

TIBCO Jaspersoft

How Analytic Solutions Drive Real-world Change (Interesting Use Cases)

TIBCO Jaspersoft

The power of analytics cannot be denied, but the speed of response tells the tale of success. The faster you can change a business process to take advantage of your data-driven insights, the faster and greater the results. That's why operational intelligence can provide such bang for the buck: the benefits start accruing right away. Learn why analytics is no longer just for the elite. We’ll cover: - Why "BI for the masses" has finally arrived - What that means for your organization - Several cutting-edge analytics solutions & how they help companies navigate the increasingly choppy waters of modern business.

Make Your Reports Over the Counter

TIBCO Jaspersoft

Are your reports and data visualizations easy for your users to understand? Is the data you provide intuitive and usable on its own? Quality “data UX” is one of the most critical ingredients to effective information delivery. It is also one of the most difficult to master. Dr. Jenny Grant Rankin is an award-winning educator and author on data design. Join our webinar to learn her highly acclaimed standards-based approach to designing reports and data visualizations. Using these standards, you can effectively and consistently deliver information to users that is simple to understand and supports action. In our webinar you’ll learn: - What is Over the Counter Data and what are the standards? - What are the research-based statistics for using these standards? - How can you design reports that adhere to these standards? - TIBCO Jaspersoft® features to use

Upgrading to TIBCO Jaspersoft 7 with The Customer Success Team

TIBCO Jaspersoft

New TIBCO Jaspersoft® 7 delivers highly anticipated reporting, BI, analytics, and next-level integration capabilities. See its new highly streamlined workflow for designing and embedding data visualizations into your applications, including the all-new ability to embed the Jaspersoft® Ad Hoc Viewer into web applications using our award-winning JavaScript API. Register for this webinar, led by the TIBCO Customer Success Team, to learn about our Upshift program that: - Offers BI best practices tailored to your needs throughout your analytics lifecycle - Enables your team to realize fast ROI - Helps you efficiently move through implementation Get your Jaspersoft implementation up-to-speed with the TIBCO Customer Success Team.

JasperReports IO: Reporting and data visualization in a world of cloud, micro...

TIBCO Jaspersoft

Software architectures are changing. Monolithic applications are losing ground to decoupled, lightweight services that offer operational and cost efficiencies over their bulky and inefficient cousins. For you to fully leverage the power of a BI & Analytics tool in these new architectures, it needs to be compatible with the way modern software is developed and delivered. This is particularly important for scenarios that involve BI & Analytics functionality that is embedded into other applications. Join our session to learn about TIBCO JasperReports® IO, what’s coming and what is available now, and how it will address the need to run BI in today’s software architectures.

The Case for Embedded Analytics: Improve the Value of your Applications with ...

TIBCO Jaspersoft

Data holds tremendous value. Applications that make it easy for users to tap into that value are sticky and facilitate better decision-making. Embedded analytics allows software builders to design, integrate, and manage analytics in their applications. In this session, we’ll: ● Explore a fictional embedded analytics scenario ● Share best practices for providing reports, dashboards, and visualizations to users in the era of cloud and microservices-based applications. ● Management and administration of an embedded analytics deployment

INTRODUCING JASPERSOFT ADVANCED DATA SERVICES: DATA VIRTUALIZATION AT SCALE

TIBCO Jaspersoft

TIBCO has a new, best-in-class data virtualization tool, TIBCO Jaspersoft® Advanced Data Services. This new service can have a big impact on performance—particularly in scenarios that involve combining three or more data sources or accessing high volumes of data. It is also capable of performing complex joins and data transformations that aren’t possible in Jaspersoft® Domains. Join our customer-exclusive webinar for an introduction to Jaspersoft Advanced Data Services, its use cases, and how it compares to existing Jaspersoft data integration options. Specifically, you’ll learn: How Jaspersoft Advanced Data Services compares to other Jaspersoft data integration options: Jaspersoft ETL and Jaspersoft Virtual Data Sources (Domains) What use case scenarios are particularly well-suited for Jaspersoft Advanced Data Services Through product demonstrations, how Jaspersoft Advanced Data Services works How to try Jaspersoft Advanced Data Services for free

JASPERSOFT LIVE DEMO - EMEA

TIBCO Jaspersoft

TIBCO Jaspersoft® empowers millions of people every day to make faster business decisions by bringing them timely data via applications and business processes. Get the answers you need, with Jaspersoft. See how you can improve your reporting and analytics solution and get access to actionable data. Join us for one hour and watch how Jaspersoft can transform your business with reporting and analytics. Topics Covered: -Provides a general product overview of Jaspersoft BI -Showcase the broad capabilities of Jaspersoft including: dashboards, data visualization, ad-hoc reporting and production reporting -Demonstrate the user experience from an end-user perspective as well as a BI Builder -Conduct a Q & A session

Plus de TIBCO Jaspersoft (18)

How to Design Reports and Data Visualizations Your Users Love

Back to Basics: Data Integration and Virtualisation 101

Back to Basics: Embedded Analytics 101

Back to Basics: Dashboards 101

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Build Answer-generating Apps that Users Love: Development best practices for ...

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Throwing IoT in the Trash (literally) - How sensor data, analytics, and AWS c...

Embedding Reports & Data Visualizations into Applications: JasperReports IO T...

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How Analytic Solutions Drive Real-world Change (Interesting Use Cases)

Make Your Reports Over the Counter

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The Case for Embedded Analytics: Improve the Value of your Applications with ...

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JASPERSOFT LIVE DEMO - EMEA

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Utilocate provides Smarter, Better, Faster, Safer Locate Ticket Management

Utilocate

Utilocate offers a comprehensive solution for locate ticket management by automating and streamlining the entire process. By integrating with Geospatial Information Systems (GIS), it provides accurate mapping and visualization of utility locations, enhancing decision-making and reducing the risk of errors. The system's advanced data analytics tools help identify trends, predict potential issues, and optimize resource allocation, making the locate ticket management process smarter and more efficient. Additionally, automated ticket management ensures consistency and reduces human error, while real-time notifications keep all relevant personnel informed and ready to respond promptly. The system's ability to streamline workflows and automate ticket routing significantly reduces the time taken to process each ticket, making the process faster and more efficient. Mobile access allows field technicians to update ticket information on the go, ensuring that the latest information is always available and accelerating the locate process. Overall, Utilocate not only enhances the efficiency and accuracy of locate ticket management but also improves safety by minimizing the risk of utility damage through precise and timely locates.

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Fundamentals of Ad Hoc Reporting: Create a beautiful report-building oasis for your users

1. The Fundamentals of Ad Hoc Reporting How to create a report building oasis for your users

4. 4 What is Jaspersoft? © Copyright 2000-2018 TIBCO Software Inc. A BI & analytics platform designed for software builders Architecture agnostic API-first approach Open standards Customizable (open source) PLATFORM EMBED - JavaScript API - Extensive REST APIs - Mobile apps & SDKs DESIGN - Pixel perfect reports and visualizations via IDE - Self-service via browser MANAGE - Tenants/users/roles - Repository - Import/export - Scheduling/export Multi-tenant support

5. Agenda © Copyright 2000-2018 TIBCO Software Inc. • What is Ad Hoc Reporting? • How to prepare data with metadata layer • Creating and customizing Ad Hoc Reports • Distributing Ad Hoc Reports • Q & A

7. 7 Canned vs Custom Reports © Copyright 2000-2018 TIBCO Software Inc. Canned Reports Built by developers and included by default for all your customers Same set of reports shared by all customers (secured by data security structure) Customer 2 Customer 1 Custom aka “Ad Hoc” Reports Built by end users (or dev) and only consumed by that customer Each report must be stored separately (object level security) Customer 1 Customer 2

9. 9 Two Types of Reporting © Copyright 2000-2018 TIBCO Software Inc. Pixel-perfect canned reporting Ad Hoc / web-based reporting Designer Persona IT/Developer/Professional report writer Casual user/Power user For Pixel perfect, programmatic control across export formats Consumption on web –design and customization not primary concern Requires Technical training, SQL/Query knowledge A well designed and performant Data Warehouse Tables ✔ ✔ Charts ✔ (3 libraries supported) ✔ (1 library supported) Crosstabs ✔ ✔ Images ✔ (from URL, File, DB) ✔ (from URL) Hyperlinks ✔ ✔ Subreports ✔ Multiple Data sources ✔ Maps/Widgets/ 3rd Party Customizations ✔ Export to 9 Formats ✔ ✔ (not pixel perfect) Self service: Focus on easy creation, not control Pixel Perfect: 100% control of design

12. Agenda © Copyright 2000-2018 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Saving & sharing Ad Hoc Reports • Q & A

14. 14 Self-service report lifecycle © Copyright 2000-2018 TIBCO Software Inc. Metadata DistributeDesign Defines Schema (Domain) Design/View Reports in Online Editors Email, Mobile, Web Admin Business Users

16. Agenda © Copyright 2000-2018 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Saving & sharing Ad Hoc Reports • Q & A

17. 17 Self-service report lifecycle © Copyright 2000-2018 TIBCO Software Inc. Metadata DistributeDesign Defines Schema (Domain) Email, Mobile, Web Admin End Users Design/View Reports in Online Editors

20. Agenda © Copyright 2000-2018 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Saving & sharing Ad Hoc Reports • Q & A

21. 21 Self-service report lifecycle © Copyright 2000-2018 TIBCO Software Inc. Metadata DistributeDesign Defines Schema (Domain) Email, Mobile, Web Admin End Users Design/View Reports in Online Editors

23. Agenda © Copyright 2000-2018 TIBCO Software Inc. • What is Ad Hoc Reporting? • Preparing data for users with metadata layer • Creating and customizing Ad Hoc Reports • Saving & sharing Ad Hoc Reports • Q & A

24. 24 What next? © Copyright 2000-2018 TIBCO Software Inc. See How to Get Started https://www.jaspersoft.com/getting-started Try Jaspersoft Free for 60 Days https://www.jaspersoft.com/download O’Reilly Book: Embedding Analytics in Modern Apps www.jaspersoft.com > Resources Get your question(s) answered by an expert Send questions to: na-jaspersoftdemo@tibco.com Next webinar: Opening the hood: How to evaluate and select an embedded BI product

25. Thank you!