Welcome to the Pentaho Tutorials, This tutorial provides a basic understanding of how to generate professional reports using Pentaho Report Designer. Apart from the tutorials, we will also cover Interview Questions, Issues and How To’s of Pentaho.

Pentaho Introduction

Pentaho Reporting is a suite (collection of tools) for creating relational and analytical reports. It can be used to transform data into meaningful information. Pentaho allows generating reports in HTML, Excel, PDF, Text, CSV, and xml.

The Pentaho Business Intelligence Suite is a collection of software applications intended to create and deliver solutions for decision making. The main functional areas covered by the suite are:

-Analysis: The analysis engine serves multidimensional analysis. It’s provided by the Mondrian OLAP server and the JPivot library for navigation and exploring.

-Reporting: The reporting engine allows designing, creating, and distributing reports in various known formats (HTML, PDF, and so on) from different kinds of sources. The reports created in Pentaho are based mainly in the JFreeReport library, but it’s possible to integrate reports created with external reporting libraries such as Jasper Reports or BIRT.

-Data Mining: Data mining is running data through algorithms in order to understand the business and do predictive analysis. Data mining is possible thanks to the Weka Project.

-Dashboards: Dashboards are used to monitor and analyze Key Performance Indicators (KPIs). A set of tools incorporated to the BI Suite in the latest version allows users to create interesting dashboards, including graphs, reports, analysis views, and other Pentaho content, without much effort.

-Data integration: Data integration is used to integrate scattered information from different sources (applications, databases, files) and make the integrated information available to the final user. Pentaho Data Integration—our main concern—is the engine that provides this functionality.

Pentaho Data Integration (PDI, also called Kettle) is the component of Pentaho responsible for the Extract, Transform and Load (ETL) processes. Though ETL tools are most frequently used in data warehouses environments, PDI can also be used for other purposes:

-Migrating data between applications or databases

-Exporting data from databases to flat files

-Loading data massively into databases

-Data cleansing

-Integrating applications

What is Pentaho?

Pentaho is a suite of Business Intelligence products, which provide data integration, OLAP services, reporting, dashboarding, data mining and ETL capabilities. Pentaho is a one stop solution for all business analytics needs.

Why Pentaho?

- One stop solution for all the business analytics need

- Low integration time and infrastructure cost

- Huge community support

- Easily scalable

- Virtually unlimited visualization and data sources

- Easily integrated on top of existing infrastructure including any big data eco-system

- All core engines are open and stand-alone projects with their own community and development plan

- A very good tool set which has wide applicability beyond just the base product

Features of Pentaho

-Report Designer

-Metadata Editor

-Report Designer and Design Studio

-Pentaho user console web interface

-Ad-Hoc reporting interface

-A complex scheduling sub-system



Pentaho Architecture

The Pentaho Stack consists of 4 elements:

Presentation Layer – The data in Pentaho can be viewed either from a browser, portal, office, e-mail or web services. The data available in the presentation layer is through reporting, analysis, dashboards and process management.

Business Intelligence Platform – It basically talks about security and repository.

Data and Application Integration – It is the integration layer of ETL.

Third Party Applications – Here the source database can be anything.

 Pentaho Architecture

Data Layer – Data layer can be used to connect any database.

Server Layer –  The middle layer in Pentaho BI Architecture is Server layer. The application runs on server and serves as middle layer. They are BI Server, Pentaho User Console and Pentaho Data Integration Server. We can deploy our report and dashboards and make it available to the end user. User console is for the user role mapping, security and for configuring which report should be shown to which user. The Pentaho Data Integration server runs the jobs and transformations.

Client Layer- There are two types of client layer

Thin Client – Runs on server. Examples include, Community Dashboard Editor and Pentaho Analyzer.

Thick Client – Runs as a Standalone. Examples include, Schema workbench, Report Designer and Data Integration.

Pentaho Data Integration(PDI) Components

PDI consists of several components:

PDI (aka Kettle)

- All of the tools

- PDI / Kettle is sometimes used to mean Spoon (The Graphical "interface" of PDI / Kettle)


- Main GUI

- Graphical Job / Transformation designer

- Execute Jobs / Transformations individually

- Monitor slave servers (Carte instances)


- HTTP server for remote execution of Jobs / Transformations

- Clusters with other Carte instances to distribute Job / Transformation execution


- Command line execution of Transformations


- Command line execution of Jobs


- Command line tool for encrypting strings for storage / use by PDI

Enterprise Edition (EE) Data Integration Server

- Data Integration Engine: (Remote) execution of Jobs / Transformations

- Security: integrate with existing security e.g. LDAP or Active Directory

- Scheduling and Monitoring

- Content Management: Managed repository of jobs and transformations

Installing Pentaho


The Pentaho Reporting engine requires Java environment. Therefore, before installing Pentaho Reporting, make sure you have Java on your system. Use the following commands from the table, based on the platform you are working on to verify your Java Installation.

commands of java

Our course design of tutorials is practical and informative.

We avail both written material and demo video tutorials.

For in-depth knowledge and practical experience,

explore Online Pentaho Training.


PDI comes with a graphical user interface called Spoon_,_ command-line scripts (Kitchen, Pan) to execute transformations and jobs, and other utilities.

Pentaho Professional Open Source Advantages

Open Source Licensing

- Software code is free

- Dramatically lower up-front and ongoing costs

Superior relationship

- Complete transparency

- Relationship based 100% on quality of customer support

- No “vendor lock in” simply based on access to future upgrades

Reduced risk

- Delivering “whole product” using an open source core – support, training, documentation, global partner network, consulting, product management, quality assurance, longevity

Enterprise Development Methodology

- Innovative, enterprise-quality products via a professional methodology

- Superior development productivity and commercial quality via extensive QA

- Continuous testing in diverse environments by a huge global community

- Transparent, detailed roadmap

- Product roadmap, core development, and project contributions managed by Pentaho

Enterprise Support Methodology

- Delivered via Subscription Service – 9 X 5 or 24 X 7

- 20% of Core Developers time allocated to delivering Services and Support

Pentaho Architectural Advantages

- 100% J2EE server-side application for scalability, manageability, integration

- Lack of legacy architectural issues, “acquisition baggage”, or cumbersome migrations

- Aggressive support of open standards wherever available – J2EE, JDBC, MDX, SQL, JSR-170, etc.

- Designed for embeddability and Service-Oriented-Architectures (SOA) – not a monolithic, hardwired stack exposed via a thin web services layer

- Componentized and modular for flexibility and easy customization

- Completely exposed via AJAX and Web Services


Pentaho is designed to introduce software architects to the different ways of embedding Pentaho into their own environment. Topics include understanding how to provide a common look & feel, how to embed Pentaho reports and visualizations into your application, how to take advantage of Pentaho data services, and how to directly call Pentaho APIs.

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