Pentaho for Business Users

Training Course

This course introduces the Pentaho Business Analytics suite of products to non-technical users who rely on business intelligence solutions to inform business decisions. Pentaho Business Analytics enables business users to intuitively access, explore and analyze all data, enabling them to make information-driven decisions that positively impact the performance of their organizations.

Pentaho Business Analytics is a user-driven, out-of-the-box, stand-alone suite of business intelligence applications that provide highly interactive and easy to use, self-service interfaces for business users. Users of all types who consume business intelligence content can access, visualize, explore and analyze business information without depending on IT.

For business users, Pentaho provides:

  • Point and click access to any data
  • Quick data discovery and analysis
  • Rich and interactive dashboards
  • Mobile analytical reporting
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Course Placement

This is the first course in the Content Consumer learning path.

Id: SLN2000
Level: Introductory
Audience: Business Analyst, Business User
Delivery Method: Instructor-led online, Private on-site
Duration: 1 Day(s)
Cost: $650.00 USD
Credits: 1
Category: Solutions

Course Availability

No upcoming classes available at this time

Course Benefits

  • Make quality, information-driven decisions that positively impact your company’s performance using accurate, up-to-the-minute reports and dashboards
  • Explore reports and dashboards developed by content creators
  • Create your own reports and dashboards that reflect the state of your business
  • Improve productivity by giving your Business Intelligence team the skills they need to succeed with Pentaho Business Analytics
  • Interactive, hands-on training materials significantly improve skill development and maximize retention

Skills Achieved

At the completion of this course you should be able to:

  • Describe the key features of Pentaho Interactive Reporting, Pentaho Analyzer, Pentaho Report Designer, and Pentaho Dashboard Designer
  • Open and view a Pentaho Interactive Report
  • Open and view a report created using Pentaho Report Designer
  • Open and view a report created using Pentaho Analyzer
  • Modify filters and drill to supporting detail in a Pentaho Analyzer report
  • Add totals to a Pentaho Analyzer report
  • View a Pentaho Analyzer report in chart format
  • Export a Pentaho Analyzer report as PDF, Excel, or CSV
  • Use lasso filtering and zooming to interact with a visual analysis
  • Open and view a dashboard in Pentaho Dashboard Designer
  • Modify filters in and export report results from a Pentaho dashboard
  • Select the data source and report template for a new Pentaho Interactive Report
  • Add columns and report groups to a Pentaho Interactive Report
  • Sort data, filter data, and add summary totals to a Pentaho Interactive Report
  • Modify the header, footer, title, and format of numeric data in a Pentaho Interactive Report
  • Select the data source for a new Pentaho Analyzer report
  • Describe the types of fields available in Pentaho Analyzer
  • Add columns and rows to a Pentaho Analyzer report
  • Filter data and drill through to supporting data in a Pentaho Analyzer report
  • Add subtotals, grand totals, and calculated fields to a Pentaho Analyzer report
  • Apply conditional formatting and modify the format of numeric data in a Pentaho Analyzer report
  • View a Pentaho Analyzer report in chart and multi-chart format
  • Export a Pentaho Analyzer report to PDF, Excel, or CSV
  • Create a new dashboard using Pentaho Dashboard Designer
  • Select the template and theme for a new dashboard
  • Add a report, an analysis, and prompts to a dashboard
  • Interact with the solution repository

This course has no Pentaho Training course prerequisites.

Online courses require a broadband Internet connection, the use of a modern Web browser (such as Microsoft Internet Explorer or Mozilla Firefox), and the ability to connect to the WebEx Training Center. For more information on WebEx Training Center requirements, see http://www.webex.com. Online courses use Pentaho’s cloud-based exercise environment. Students are provided access to a virtual machine used to complete the exercises.

For online courses, students are provided with a secured, electronic course manual. Printed manuals are not provided for online courses. When an electronic manual is provided, students are encouraged to print the exercise book before class begins, though this is not required.

Students attending this course on-site should contact their Customer Success Manager for hardware and software requirements. You can also email us at training@pentaho.com for more information regarding on-site training requirements.

Day 1

Module 1: Overview of the Pentaho Business Analytics Toolset

Lesson 1: Introduction to the Pentaho Business Analytics Toolset
Lesson 2: Overview of the Training Data
Lesson 3: Exploring a Pentaho Interactive Report
Lesson 4: Exploring a Report Created Using Pentaho Report Designer
Lesson 5: Exploring Pentaho Analyzer Reports
Lesson 6: Exploring Pentaho Dashboards
Lesson 7: Accessing Online Help and Documentation
Exercise 1: Viewing Reports and Dashboards

Module 2: Using Pentaho Interactive Reporting

Lesson 1: Creating a New Pentaho Interactive Report
Exercise 1: Create a New Report Using Pentaho Interactive Reporting
Challenge Exercise: Pentaho Interactive Reporting Business Scenario

Module 3: Using Pentaho Analyzer

Lesson 1: Creating a New Pentaho Analyzer Report
Exercise 1: Create a New Report Using Pentaho Analyzer
Challenge Exercise: Pentaho Analyzer Business Scenario

Module 4: Using Pentaho Dashboard Designer

Lesson 1: Creating a New Dashboard
Exercise 1: Create a New Dashboard Using Pentaho Dashboard Designer
Challenge Exercise: Pentaho Analyzer Business Scenario

Module 5: Creating a Data Source

Lesson 1: Creating a New Data Source
Exercise 1: Create a Report Using the New Data Source