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Pentaho Documentation

Tour Spoon Perspectives

Overview

Links to the different perspectives in PDI.

Spoon is an integrated environment enabling you to work in close cooperation with business users to build business intelligence solutions more quickly and efficiently.  When you are working in Spoon, you can change perspectives to easily switch back and forth from:

  • Designing ETL jobs and transformations—the Data Integration perspective
  • Modeling your data—the Model Editor perspective
  • Scheduling jobs and transformations—the Schedule perspective
  • Visualizing data models—the Visualize perspective

As users provide you with feedback about how the data is presented to them, you can quickly make iterative changes to your data directly in Spoon by changing perspectives. From within Spoon, you can change perspectives using the Perspective menu located in the upper-right corner of the window.

Other perspectives are also available from the marketplace if you install a plugin containing one.  For example, if you install the Vizor plugin, the Vizor perspective appears in the drop down menu

Data Integration Perspective

The Data Integration interfaces allows you to create transformations, jobs, and more.

Component Name Description
File:/grCallout1.png Toolbar Single-click access to common actions such as create a new file, opening existing documents, save and save as.
File:/grCallout2.png Perspectives Menu Switch between the different perspectives.
  • Data Integration — Create ETL transformations and jobs
  • Model Editor — Design reporting and OLAP metadata models which can be tested right from within the Visualization perspective or published to the Pentaho BA Server
  • Schedule — Manage scheduled ETL activities on the Data Integration Server
  • Visualize — Test reporting and OLAP metadata models created in the Model perspective using the Report Design Wizard and Analyzer clients
File:/grCallout3.png Sub-toolbar Provides buttons for quick access to common actions specific to the transformation or job such as Run, Preview, and Debug.
File:/grCallout4.png Design and View Tabs

The Design tab of the Explore pane provides an organized list of transformation steps or job entries used to build transformations and jobs. Transformations are created by simply dragging transformation steps from the Design tab onto the canvas and connecting them with hops to describe the flow of data.

The View tab of the Explore pane shows information for each job or transformation. This includes information such as available database connections and which steps and hops are used.

In the image, the Design tab is selected.

File:/grCallout5.png Canvas Main design area for building transformations and jobs describing the ETL activities you want to perform
Table 1. Spoon Icon Descriptions
Icon Description
new.png Create a new job or transformation
open.png Open transformation/job from file if you are not connected to a repository or from the repository if you are connected to one
exploreRepo.png Explore the repository
save.png Save the transformation/job to a file or to the repository
saveas.png Save the transformation/job under a different name or file name (Save as)

Run transformation/job and set run options; runs the current transformation from XML file or repository
pause.png Pause transformation
stop.png Stop transformation
preview.png Preview transformation: runs the current transformation from memory. You can preview the rows that are produced by selected steps.
debug.png Run the transformation in debug mode; allows you to troubleshoot execution errors
replay.png Replay the processing of a transformation
check.png Verify transformation
impact.png Run an impact analysis on the database
SQLbutton.png Generate the SQL that is needed to run the loaded transformation.
exploredb.png Launch the database explorer allowing you to preview data, run SQL queries, generate DDL and more
show-results.png Show execution results pane
lock.png Lock transformation

Model Editor Perspective

The Model Editor perspective is used for designing reporting and OLAP metadata models that can be tested from within the Visualize perspective or published to the Pentaho BA Server.

ssModelEditorTour.png

Visualize Perspective

The Visualize perspective allows you to test reporting and OLAP metadata models created in the Model Editor perspective using the Report Design Wizard and Analyzer clients respectively. See Get Started with Analyzer Reports for more details about the Analyzer client.

Visualize Perspective.PNG

Component Name Description
File:/grCallout1.png Menubar The Menubar provides access to common features such as properties, actions, and tools. The right side of the menubar is also where you can switch between perspectives.
File:/grCallout2.png Main Toolbar The Main Toolbar provides single-click access to common actions such as undoing steps, redoing steps, exporting, adding filters, rearranging the layout, refreshing, setting properties.  See Get Started with Analyzer Reports for more details.
File:/grCallout3.png Field List Contains the list of measures and attributes as defined in your model. These fields can be dragged into the Report Area to build your query.
File:/grCallout4.png Layout Allows you to drag Measures and Levels into the Row, Column, and Measures area so you can control how it appears in the workspace.
File:/grCallout5.png Canvas Drag fields from the field list into the Report Area to build your query. Right click on a measure or level to further customize your report with sub-totals, formatting, and more.