Business Analytics Report Designer

Training Course

Business Analytics Report Designer teaches you how to design, create and publish custom reports with Report Designer. From connecting to data sources to adding design elements, you will learn all of the necessary steps to produce visually appealing reports for your organization. This course helps prepare you for the Pentaho Solution Consultant Exam.

Note: The Business Analytics courses do not cover Data Integration or Administration.

For more information on Data Integration, see course DI1000 Pentaho Data Integration. For more information on Administration, see course AD1000 Installation and Administration for Version 5.0.

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Id: BA2000
Level: Introductory
Audience: Business Analyst
Delivery Method: Instructor-led online, Private on-site
Duration: 2 Day(s)
Cost: $1350.00 USD
Credits: 2
Category: Business Analytics


2 Days

Upcoming Classes


Instructor-led online training

Location Oct 2015 Nov 2015 Dec 2015 Jan 2016 Feb 2016
Online Oct 27 – Oct 28
Nov 17 – Nov 18
Dec 8 – Dec 9
Online - APAC Nov 3 – Nov 4

Classes in bold are guaranteed to run!

Course Benefits

  • Decrease your time-to-market by learning how to quickly create compelling reports using Report Designer
  • Equip yourself with reporting best practices and techniques for minimizing maintenance and increasing the speed of content creation
  • Interactive, hands-on training 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 Report Designer
  • Connect to data sources and use query design tools to write queries for reporting
  • Create a report using various data and design elements
  • Format report elements and apply conditional formatting to report elements
  • Add Hyperlinks and Parameters to reports
  • Use charts and sub-reports in Report Designer
  • Use resource files within reports
  • Create reports using the Report Wizard

This course is the second course in the Business Analytics learning path.

There are no prerequisites for this course.

Exposure to Analyzer and Interactive Reporting are useful to determine if Pentaho Report Designer is the correct tool for your requirements. Analyzer and Interactive Reporting are part of the BA1000 Business Analytics User Console course.

Students attending classroom courses in the United States are provided with a PC to use during class. Students attending courses outside the US should contact the Authorized Training Provider regarding PC requirements for Pentaho courses.

In general, if your training provider requires you to bring a PC to class, it must meet the following requirements. You can also verify your system against the Compatibility Matrix: List of Supported Products topic in the Pentaho Documentation site.

  • Windows XP, 7 desktop operating system (for Macintosh support, please contact your Customer Success Manager)
  • RAM: at least 4GB
  • Hard drive space: at least 2GB for the software, and more for solution and content files
  • Processor: dual-core AMD64 or Intel EM64T
  • USB port

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 GoToTraining. For more information on GoToTraining requirements, see 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 for more information regarding on-site training requirements.

Day 1

Module 1: Getting Started with Pentaho Business Analytics

Lesson 1: Introducing Pentaho Business Analytics
Lesson 2: Navigating the User Console
Lesson 3: Overview of the Training Data

Module 2: Creating Reports with Report Designer, Part 1

Lesson 1: Navigating Report Designer
Lesson 2: Connecting to a Data Source and Writing a Query
Exercise 2-1: Connect to a Data Source and Write a Query
Lesson 3: Adding Data Elements and Creating Report Groups
Exercise 2-2: Add Data Elements and Create Report Groups
Lesson 4: Creating Totals
Exercise 2-3: Create Group and Report Totals
Lesson 5: Creating the Report Header and Footer
Lesson 6: Formatting the Report
Lesson 7: Applying Conditional Formatting
Lesson 8: Publishing the Report
Exercise 2-4: Create the Report Header and Footer, Format the Report, and Publish the Report

Module 3: Creating Reports with Report Designer, Part 2

Lesson 1: Adding Report Parameters
Lesson 2: Creating Hyperlinks
Exercise 3-1: Add a Parameter and Hyperlink
Lesson 3: Creating Charts and Sub-Reports
Exercise 3-2: Create a Report with a Chart and a Sub-Report

Day 2

Module 4: Advanced Reporting Topics

Lesson 1: Working with Charts in Report Designer
Exercise 4-1: Create a Drillable Chart
Lesson 2: Using Sub-Reports in Report Designer
Exercise 4-2: Create a Report with Multiple Sub-Reports
Lesson 3: Using Data Integration as a Data Source in Report Designer
Lesson 4: Creating Report Templates
Exercise 4-3: Create and Deploy a Report Template

Module 5: Using the Report Wizard

Lesson 1: Using the Report Wizard

Module 6: Viewing Sample Reports

Lesson 1: Viewing Sample Reports


Onsite Training

For groups of six or more

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Public Training


Online - APAC

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