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Pentaho Documentation

Create a database table source

Parent article

When you create a Database Table data source, you are presented with two options: Reporting Only or Reporting and Analysis. The choice you make depends on the structure of the database tables you are accessing and the User Console tools being used.

Before you begin working with Database Table data sources, there are a few key terms that you should know.

  • Fact table

    Records measurements or metrics for a specific event, and usually consists of numbers.

  • Star schema

    Has one or more fact tables that reference any number of dimension tables. Star schemas are good for simpler queries.

  • Snowflake schema

    Has centralized fact tables that are connected to multiple dimensions. Snowflake schemas are good for more complex queries.

Table 1: Table 1. Database Data Sources Decision Table
Explore ConsiderationsChoose Options
Reporting OnlyReporting and Analysis
SummaryChoose the Reporting Only option if you are accessing data in a relational database that is operational or transactional in nature, or if you need to show detailed rows and then sort and filter the details.

When you choose the Reporting Only option, a relational model is automatically generated and can be refined in the Data Source Model Editor or further extended using Pentaho Metadata Editor.

Relational models on large databases are sometimes slow and benefit from a powerful database.

Choose the Reporting and Analysis option if you are accessing a multidimensional database that contains tables arranged in a star schema (tables are separated into dimensions related to a single fact table, such as a data warehouse), or if you need summaries and details.

When you choose the Reporting and Analysis option, a multidimensional model is automatically generated and can be refined in the Data Source Model Editor or further extended using Pentaho Schema Workbench.

Additionally, you can create a Reporting and Analysis data source using a single table where the table acts as the single fact table and also contains dimensional data.

ExpertiseKnowledge of relational database structures.Knowledge of multidimensional database structures.
TimeApproximately 15 minutes.Approximately 30 minutes.
RecommendationSelect this if you want to use for Report Designer, Interactive Reports, and Metadata Editor.Select this if you want to use for Report Designer, Analyzer (PUC), Dashboard Designer, Schema Workbench, and Aggregation Designer.

Create a database table data source for reporting only

Your database must be up and running in order for you to complete these steps:

Procedure

  1. Log in to the User Console.

  2. Click Create New, then choose Data Source from the menu.

  3. Click New Data Source.

    TheData Source Wizard appears.
  4. Enter a name that identifies your new data source in the Data Source Name field.

    The following characters are not allowed in Data Source names:
    %/:[]*|\t\r\n
    Table Data Source Reporting Only
  5. Select Database Table(s) from the Source Type drop-down menu. Under Connection, click to choose a database connection.

  6. Click to select the Reporting Only radio button. Click Next.

  7. Choose a schema from the Schema drop-down menu.

    A list of Available Tables appears.Table Data Source Reporting Only Available Tables
  8. Choose a table from Available Tables and click the Right Arrow to move the table into the Selected Tables field.

    If you add a table you decide not to use, highlight the table and click the Left Arrow to remove it from the list of Selected Tables. To choose multiple tables, press the CTRL key down as you make your selections.
  9. Click Next.

    The Define Joins window appears. While you can create a data source from a single table, the more common scenario is that you will choose multiple tables which must then be joined.Table Data Source Reporting Only Define Joins
  10. Choose the fact table from the Left Table drop-down menu, then choose a table to join to it from the Right Table drop-down menu. Click Create Join to define the inner join between each table.

  11. Create join conditions for each entry in the Left Table and Right Table drop-down menus.

    The join relationship for each table is based on the field selected and is displayed in the lower portion of the dialog box. To delete a join, select the join and click Delete Join.
  12. Click Finish.The Data Source Created window appears.

    You can choose to Keep default model or click Customize model now now to launch the Data Source Model Editor and refine the model. Click OK.Table Data Source Reporting Only Data Source Created

Create a database table data source for reporting and analysis

Follow these steps to create a database table data source for reporting and analysis.
NoteYour database must be up and running in order for you to complete these steps:

Procedure

  1. Log in to the User Console.

  2. Click the Create New button, then choose Data Source from the menu.

  3. Click the New Data Source button.

    TheData Source Wizard appears.
  4. Enter a name that identifies your new data source in the Data Source Name field.

    The following characters are not allowed in data source names:
    %/:[]*|\t\r\n
    Table Data Source Reporting and Analysis
  5. Select Database Table(s) from the Source Type drop-down menu. Under Connection, click to choose a database connection.

  6. Click to select Reporting and Analysis. Click Next.

  7. Choose a schema from the Schema drop-down menu.

    A list of Available Tables appears.Table Data Source Reporting and Analysis Available        Tables
  8. Choose a table from Available Tables and click the Right Arrow to move the table into the Selected Tables field.

    If you add a table you decide not to use, highlight the table and click the Left Arrow to remove it from the list of Selected Tables. To choose multiple tables, press the CTRL key down as you make your selections.
  9. Choose a Fact Table from the drop-down list and click Next.

    While you can create a data source from a single table, the more common scenario is that you will choose multiple tables which must then be joined.Table Data Source Reporting and Analysis Define Joins
  10. Choose the fact table from the Left Table drop-down menu, then choose a table to join to it from the Right Table drop-down menu. Click Create Join to define the inner join between each table.

    The join relationship for each table is based on the field selected and is displayed in the lower portion of the dialog box. To delete a join, select the join and click Delete Join.
    1. Create join conditions for each entry in the Left Table and Right Table drop-down menus.

  11. Click Finish.

    The Data Source Created window appears. You can choose to Keep default model or click Customize model now to launch the Data Source Model Editor and refine the model. Click OK.Table Data Source Reporting and Analysis Data Source Created

Results

A multidimensional model is generated for use in Analyzer, Interactive Reports, and Dashboard Designer, or the Data Source Model Editor appears.
NoteBefore trying to access your new data source in the PDI client (also known as Spoon), you must clear out any shared objects in the PDI client by selecting Tools Repository Clear Shared Object.