Knowage – Create Data Reports with BIRT

Reports can be helpful when data have to be exported periodically in a specific format, even following a predefined template, to monitor processes and support their management.

With Knowage Report Designer Tool, available at https://download.forge.ow2.org/knowage/, it’s possible to create and publish reports to Knowage Server. In this AIKnow.info Blog article, that follows the one on Cockpit, we will see how to create a Report using BIRT, an open source platform used to create data visualization and reports http://www.eclipse.org/birt/.

Once downloaded and installed, Knowage Report Designer Tool can be connected to Knowage Server, giving the possibility to download and deploy Reports.

The first step is to open Knowage Report Designer Tool, create a new project (from File-New-Knowage Project menu or through Knowage icon) and add a new server (right-click on Resources – Server icon), see Fig. 1.

Fig.1 Create a new project and add a new server

Note that in the New Server configuration, you have to choose at least one Active server (Fig.2)

Fig.2 New server configuration and test

Now we can create a new Report, right clicking on Business Analysis folder icon and choosing Report-Report with Birt command (Fig.3)


Fig.3 New Report with Birt

Once created, the report can be designed double clicking on it and opening the Report Designer Perspective (Fig.4 and 5)

Fig.4 Changing perspective to Report Design

Fig.5 Report Design perspective

The first step is to create a new Data Source. This can be done right clicking on the specific icon in Fig.5. It opens a wizard (Fig. 6) where, choosing Knowage Server Data source from the list, it’s possible to retrieve Data Sets already defined in Knowage.

Fig.6 Create a New Knowage Server Data Source

Fig.7 Data source configuration

Once defined the Data Source, a new Data Set can be created right clicking on the specific icon of Report Design Perspective (Fig.5). First it’s necessary to give a name to the Data Set (Fig.8), then to specify a label (Fig.9). In this step it’s mandatory to specify the same label used for the Data Set in Knowage.

Fig.8 New Data Set wizard

Fig.9 Data Set wizard

It’s then possible to further configure Data Set (Fig.10)

Fig.10 Data Set configuration

Once Data Set is available, Report generation can be as simple as dragging it on working area and choosing the visible columns (Fig.11 and 12). Clearly report features can be modified from Property Editor interface (Fig.13).

Fig.11 Report generation

Fig.12 Report generation


Fig. 13 Property editor interface

At this point we can test the report, right clicking on it and choosing Report – Run Report command (Fig.14).

The command opens the default web browser and, if all is working well, you will see the report created (Fig.15).

Fig.14 Test report with Run Report command

Fig.15 Report preview

Now coming back to Knowage perspective, it’s possible to deploy the report to the server, right clicking on it and choosing Deploy icon (Fig.16). The command opens a Wizard where it’s necessary to specifiy Label, Name, Description and DataSource (Fig.17).

Fig. 16 Deploy report


Fig.17 Report deployment wizard

Once Deployed, you can find the report in Knowage, opening Document Browser (Fig.18).


Fig.18 Knowage Document Browser

Clicking on the play icon, the report will be generated, and could be exported in one of the available format (Fig.19)


Fig.19 Report generation and export

 

Knowage – Monitor data with Cockpit

In this AIKnow.info Blog article, that follows the one on Knowage Query by Example, we will see how to use Knowage to create Cockpits to monitor data trends. We will create an example where, starting from resident population data, it will be possible to see the evolution of this value by year for a specific city. Clearly this example can be translated into other areas, for example those connected to business metrics.


Fig.1 Knowage Cockpit to monitor resident population for city and year

First of all we need a Data Set, with the information of interest. We can create one from Data Providers – Data Set Menu (Fig.2).


Fig. 2 – Data Set creation

 From Data Set definition interface, using pencil icon, it’s then necessary to define if a field is an Attribute or a Measure (Fig.3).


Fig. 3 Field metadata definition

For user profilation purposes, it’s useful to define a specific Category for the Data Set (in this example Dati_Italia). This can be done from Server Settings – Domain Management Menu (Fig.4).


Fig. 4 New Category type definition

Once defined, the category can be added to a specific role using Profile Management – Roles Management Menu (Fig.5)


Fig. 5 Category association to a role

From Data Set interface, selecting TYPE Tab, it’s possible to define data set features (Fig.6) and have a preview of the Data Set created (Fig.7).


Fig.6 Data Set features definition


Fig.7 Data Set preview

Now, logging to Knowage like a user, in the Analysis area under the Workspace menu item, it’s possible to click on the Create Analysis icon and choose Cockpits.

This will open a blank page that can be edited using tools available in the sandwich icon menu.

Fig.8 Cockpit menu

The Add Widget icon opens the interface in Fig. 9 where it’s possible to choose the elements to add to the cockpit.


Fig.9 Cockpit widget

In our example we will add a table and a chart. In Fig. 10 you can see the interface to configure the Table Widget. This is made by 4 tabs where it’s possible to define colums, style, cross navigation and filters behavior.


Fig.10 Table widget configuration interface

In Fig.11 you can see the interface to configure the chart widget. This is made by 5 tabs where it’s possible to configure Dataset, design Chart with a specific engine, and define style, cross navigation and filters behaviour.


Fig.11 Chart widget configuration interface

The Chart Engine Designer allows to choose chart style (Fig.11), Chart structure (Fig.12) made by Categories  (x axis) and Series (y axis). Note that for Categories you have to choose an attribute, while for Series a measure (Fig.3).


Fig.12 Chart widget configuration interface

In Fig.13 you can see the result of the above steps: a table containing all the records selected from the dataset and a chart representing by year the sum of the measure called “Dato”


Fig.13 Cockpit resulting from the above configuration

One interesting Knowage function is the one represented in Fig.14 where, choosing a city and double clicking on “Territorio” column, table data are filtered for this attribute and chart content is consequently updated.


Fig.14 Cockpit resulting once selected a city

City selection can be modified from selection list widget (Fig.15).


Fig.15 Selection list widget