Pentaho Agile BI

Onsite Training

For groups of six or more

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Public Training

Online EMEA (French language)

  • 9:00 AM - 5:00 PM CEST
    € 500.00

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Training Course

Agile BI represents a new approach to prototyping and validating business intelligence solutions. With Pentaho Agile Business Intelligence, users are able to collapse a multi-step and lengthy BI project cycle into a single integrated process, collaborate and iterate easily, and quickly drive to full deployment. By enabling analysts and end-users to rapidly examine, manipulate, model and visualize business data, Agile BI accelerates the discovery of new information and helps organizations establish the value of BI projects before committing to long-term investments.

Using a combination of instructor-led presentations and hands-on exercises, this course presents Agile BI using the Pentaho unified data integration, data modeling and data visualization development environment.

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Id: SLN3000
Level: Introductory
Audience: Evaluator
Delivery Method: Instructor-led online, Private on-site
Duration: 1 Day(s)
Cost: $650.00 USD
Credits: 1
Category: Solutions


8 hours

Upcoming Classes


Instructor-led online training

Location Apr 2014 May 2014 Jun 2014 Jul 2014 Aug 2014
Online EMEA (French language) Jun 5

Classes in bold are guaranteed to run!

Course Benefits

  • Learn how to simplify complex BI implementations using a single design environment that unifies data integration, data modeling, and data visualization
  • Enable seamless collaboration between developers and business users using Agile-enabled tools
  • Use Agile BI to dramatically reduce “time-to-value” and to ease the difficulty of building and deploying Business Intelligence solutions
  • 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:

  • Identify the architecture of the Pentaho platform
  • Define Agile BI and identify how Agile BI can be leveraged to develop your Business Intelligence solutions
  • Use Analyzer to create analytical reports
  • Create reports using Interactive Reporting
  • Visualize and develop data analysis and reporting models
  • Use Pentaho Data Integration to create simple transformations
  • Use Dashboard Designer to create graphical views of your data

This course is intended for customers who have had some previous exposure to Pentaho Business Analytics and are interested in agile solution development. This course provides a high-level overivew of both Business Analytics and Pentaho Data Integration.

It is recommended that customers have some prior exposure to Pentaho Business Analytics before taking this course, but this is not required. Some knowledge of relational database systems is preferred but is also not required.

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 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: What is Business Intelligence?

Business Intelligence defined

Why BI projects fail - the problems


Module 2: What is Agile BI?

Why should you take an Agile approach?

What are the expected benefits?

How does Agile BI fit into IT?

Using Module 3: Using Pentaho Data Integration to Create an Analytic Environment

PDI basics

Logging in/ Repository

Data Connections

What are steps/Drag and Drop

Hops – Data Flow

Input Steps: CSV, Excel, Flat Files Access

Output Steps: CSV, Excel, Table Output

Creating a database table from a spreadsheet

Module 4: Saving the Analytic Environment

At the end of this session the student will be comfortable logging into the Pentaho User Console, running and scheduling reports.

Logging in and using the Pentaho User Console

The workspace

Toggle bar

Module 5: Analyzer Reports

At the end of this session the student will be able to create and save a report with filters, calculations, totals and charts.

Available field pane

Types of fields

Field panel

Types of filters

Calculations, totals and sorting

Displaying grand totals and subtotals

Displaying totals as average, min, and max

Creating new calculated fields



Module 6: Ad-Hoc Reporting

At the end of this session the student will be able to view and report from their analytic data model using the ad-hoc reporting.

What is a metadata model

Saving a metadata model

Using the report wizard

Saving the report

Scheduling/e-mailing the report

Creating Customized Dashboards

At the end of this session the student will understand the steps involved in getting the analytic environment into production.

The road to production

Setting expectations

When are you ready for a formal BI project?

Earning the right to invest in BI based on demonstrated value

What are the required investments? What will they cost?

Dimensional modeling

Deployment scenarios

Hosting / on-premise

Staffing scenarios


Implementing production ETL (server-side PDI)

Roles / responsibilities / tasks