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Pentaho Documentation

Quick Tour of the Pentaho User Console

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Overview

Take a quick tour of the different perspectives of the Pentaho User Console.

If you use file management tools or any web browser, you should feel right at home with the User Console. To familiarize yourself with the different pages and controls of User Console, let us take you through a quick tour.

Login to the User Console

Logging in to the User Console for the first time is easy with these steps.

  1. Launch a Web browser and enter the URL of the Pentaho server. The page loads an introductory screen with a Login section.
  2. Click to expand the menu to Login as an Evaluator.
  3. You can choose to login as an Administrator or a Business User. Click GO to login.

You are now logged into the User Console and ready to explore.

 
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Home

The first thing you see after you login to the console is the Home page, which serves as the starting place for the User Console and all of the tasks that you do with it.

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Item Name Function
File:/grCallout1.png Home view The Home drop-down menu lets you flip easily from page to page, or return to your Home page.
File:/grCallout2.png Getting Started Displays some resources to help you get acquainted with the User Console and learn more about Pentaho Business Analytics.
  • Welcome shows an introductory video about Pentaho products.
  • Samples holds a variety of sample reports and dashboards that you can use to get familiar with the software.
  • Tutorials contains a number of tutorial videos that give you a visual tour of the User Console, reports, and dashboards.
File:/grCallout3.png Current User and Log Out Shows the name of the person currently logged in to the User Console. Clicking the arrow next to the name lets you log out of the User Console.
File:/grCallout4.png Browse Files Brings you to the Browse Files window, where you can locate your files using the Browsing and Files panes, and manage them using the Actions pane. Any files that you open appear in a new window.
Create New Gives you choices to create a new Analysis report, Interactive report, or Dashboard.
Manage Data Sources Gives an administrator access to the Data Sources Wizard. This button does not appear if you are not logged in with an administrator role.
Documentation Leads you to the Pentaho InfoCenter, which contains the documentation for Pentaho products.

The Infocenter opens in a new window or tab.

File:/grCallout5.png Recents and Favorites Shows a list of your most recently opened files. Clicking on the star next to a recently opened file adds it to your Favorites list.

If this is your first time using the console, these two windows will be empty.

Browse Files

The Browse Files page helps you keep your files organized and makes them easier for you to find and work with.

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Opened

The Opened page activates after you open a file from the Browse Files page and provides a simple space to work with your files.

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Schedules

All of your active scheduled reports appear in the list of schedules, which you can get to by clicking the Home drop-down menu, then the Schedules link, in the upper-left corner of the User Console page. You can also access your list of schedules from the Browse Files pane, if you have a report selected.

The list of schedules shows which reports are scheduled to run, the recurrence pattern for the schedule, when it was last run, when it is set to run again, and the current state of the schedule. You can edit and maintain each of your schedules by using the controls above the schedules list, on the right end of the toolbar.

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Use Pentaho Tools

The Pentaho Business Analytics Suite download includes sample reports and a sample database called Steel Wheels. Steel Wheels is included so that you can quickly use the software and explore the Pentaho BA Suite.

This table helps you decide what tools to use for your needs and provides links to the corresponding articles.

Table 1. Pentaho Tools Decision Table
Explore Considerations Choose Options
Interactive Reports Analyzer Reports Dashboard Designer
Summary

Interactive Reports is a web-based design interface which is used to create both simple and on-demand operational reports without depending on IT or report developers.

Analyzer Reports is an intuitive analytical visualization tool that filters and drills down into business information contained in Pentaho Analysis data sources.

Dashboard Designer allows users to create dashboards with little or no training. The dashboard is several different reports brought together inside one screen.

Expertise Knowledge of basic computer functions, such as operating systems and web browsers. Knowledge of basic computer functions, such as operating systems and web browsers. Knowledge of basic computer functions, such as operating systems and web browsers.
Recommendation Use Interactive Reports if you want to create a tabular report that answers an immediate business question, looks professional, can be printed quickly, and provides significant control over formatting elements such as fonts, column width or sorting, background colors, and more. Use Analyzer Reports if you want to compile data quickly while visually exploring your data, perform advanced sorting and filtering of your data, and want to see chart visualizations that include detailed stop-lighting. Use Dashboard Designer if you want to create an interface to view many different reports at once, have quick access to web pages that you visit often, or view dynamic charts and graphs within a space while you create reports in another.