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Initial commit of old demos from Kepler based version of Workbench.
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donp-iri committed Jul 20, 2017
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18 changes: 18 additions & 0 deletions CoSort_BIRT_Report/.project
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1 change: 1 addition & 0 deletions CoSort_BIRT_Report/.svn/entries
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1 change: 1 addition & 0 deletions CoSort_BIRT_Report/.svn/format
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# Generated with IRI Workbench - Generate DDF
#
# Author: IRIDEMO
# Created: 2014-07-23 11:04:44
#
# /FILE="DM_COMPANIES;"
/PROCESS=ODBC
/FIELD=(COMPANY_NUMBER, TYPE=NUMERIC, POSITION=1, SEPARATOR="|", EXT_FIELD="COMPANY_NUMBER")
/FIELD=(COMPANY_NAME, TYPE=ASCII, POSITION=2, SEPARATOR="|", EXT_FIELD="COMPANY_NAME")
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<?xml version="1.0" encoding="UTF-8"?>
<viewpoint:DAnalysis xmi:version="2.0" xmlns:xmi="http://www.omg.org/XMI" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:description="http://www.eclipse.org/sirius/description/1.1.0" xmlns:fieldrules="http://fieldrules/1.0" xmlns:scl="http://www.iri.com/lang/Scl" xmlns:viewpoint="http://www.eclipse.org/sirius/1.1.0" xsi:schemaLocation="http://www.eclipse.org/sirius/description/1.1.0 http://www.eclipse.org/sirius/1.1.0#//description" xmi:id="_d6NvgDxiEeaRycD7c90nJg" selectedViews="_d_3rkDxiEeaRycD7c90nJg" version="8.1.0">
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/INFILE=BOA.csv
/FIELD=(DATE, TYPE=ISO_DATE, POSITION=1, SEPARATOR=",")
/FIELD=(OPEN, TYPE=ASCII, POSITION=2, SEPARATOR=",")
/FIELD=(HIGH, TYPE=ASCII, POSITION=3, SEPARATOR=",")
/FIELD=(LOW, TYPE=ASCII, POSITION=4, SEPARATOR=",")
/FIELD=(CLOSE, TYPE=ASCII, POSITION=5, SEPARATOR=",")
/FIELD=(VOLUME, TYPE=ASCII, POSITION=6, SEPARATOR=",")

/SORT
/KEY=(CLOSE)

/OUTFILE=stdout
/FIELD=(DATE, TYPE=ISO_DATE, POSITION=1, SEPARATOR=",")
/FIELD=(CLOSE, TYPE=ASCII, POSITION=2, SEPARATOR=",")
/FIELD=(TWENTY_MA, TYPE=ASCII, POSITION=3, SEPARATOR=",", PRECISION=1)
/FIELD=(FORTY_MA, TYPE=ASCII, POSITION=4, SEPARATOR=",", PRECISION=1)
/AVERAGE TWENTY_MA FROM CLOSE RUNNING 20
/AVERAGE FORTY_MA FROM CLOSE RUNNING 40

/OUTFILE=BOA_out
/FIELD=(DATE, TYPE=ISO_DATE, POSITION=1, SEPARATOR=",")
/FIELD=(CLOSE, POSITION=2, SEPARATOR=",")
/FIELD=(TWENTY_MA, POSITION=3, SEPARATOR=",", PRECISION=1)
/FIELD=(FORTY_MA, POSITION=4, SEPARATOR=",", PRECISION=1)
/AVERAGE TWENTY_MA FROM CLOSE RUNNING 20
/AVERAGE FORTY_MA FROM CLOSE RUNNING 40
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<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<!--
- Copyright (c) 2014, 2017. Innovative Routines International (IRI), Inc. -->

<html lang="en-US">
<head>
<meta http-equiv="Content-Type" content=
"text/html; charset=us-ascii">

<title>CoSort/SortCL Data Preparation for the Eclipse Business
Intelligence Reporting Tool (BIRT)</title>
<style type="text/css">

h1 {font-family:Arial,Helvetica,sans-serif; color:#0F2B5B;font-size:12pt;text-align:left; font-weight:bold;}
h2 {font-family:Arial,Helvetica,sans-serif; color:#0F2B5B;font-size:10pt;text-align:left; font-weight:bold;}
h3 {font-family:Arial,Helvetica,sans-serif; color:#0F2B5B;font-size:10pt;text-align:left; font-weight:bold;font-style:oblique;}

body {font-family:Arial,Helvetica,sans-serif; color:#000000;font-size:9pt;text-align:left; font-weight:normal;}

</style>
</head>

<body>
<h1>CoSort/SortCL Data Preparation for the Eclipse Business
Intelligence Reporting Tool (BIRT)</h1>

<p>This project uses a CoSort SortCL job as a Data Source in
custom-created BIRT reports and chart. It demonstrates seamlessly
integrated data preparation and advanced data presentation in
Eclipse.</p>

<p>SortCL prepares production data through fast data
transformation, and passes the data and metadata via ODA for BIRT
to present the data results faster, in graphical report formats.
This is a highly efficient, repeatable integration that uniquely
enables IT and BI teams to collaborate on data acquisition,
transformation, and visualization.</p>

<h2>Enable&nbsp;BIRT in the IRI Workbench</h2>

<ol>
<li style="margin-bottom: 10px;">Make sure BIRT is installed in
the&nbsp;IRI Workbench&nbsp;plug-in for Eclipse. If BIRT is not
installed:

<ol>
<li>From the Help menu, select <strong>Install New
Software</strong>.</li>

<li>In the <strong>Work with</strong> field, click
<strong>Add</strong>.</li>

<li>In the Add Repository dialog, enter<br>
Name: <code>Kepler</code><br>
Location:
<code>http://download.eclipse.org/releases/kepler/</code></li>

<li>Click <strong>OK</strong>.</li>

<li>On the Available Software page, select <strong>Business
Intelligence, Reporting and Charting</strong>. and click
<strong>Next</strong>.</li>

<li>On the Install Details page, click
<strong>Next</strong>.</li>

<li>Accept the terms of the license agreement and click
<strong>Next</strong>. Restart the Workbench when
ready.</li>
</ol>
</li>

<li style="margin-bottom: 10px;">Open the Report Design
perspective.

<ol>
<li>From the Window menu, select <strong>Open
Perspective</strong> -&gt; <strong>Other</strong> -&gt;
<strong>Report Design</strong>.</li>

<li style="margin-bottom: 5px;">Click
<strong>OK</strong>.</li>
</ol>In this perspective, the Project Explorer is now the
Navigator, but you can restore the:

<ul>
<li type="disc">Project Explorer from:
<strong>Window</strong> -&gt; <strong>Show View</strong>
-&gt; <strong>Other</strong> -&gt; <strong>General</strong>
-&gt; <strong>Project Explorer</strong></li>

<li type="disc">Data Source Explorer from:
<strong>Window</strong> -&gt; <strong>Show View</strong>
-&gt; <strong>Other</strong> -&gt; <strong>Data
Management</strong> -&gt; <strong>Data Source
Explorer</strong></li>

<li type="disc">Remote Systems from:
<strong>Window</strong> -&gt; <strong>Show View</strong>
-&gt; <strong>Other</strong> -&gt; <strong>Remote
Systems</strong> -&gt; <strong>Remote Systems</strong></li>
</ul>
</li>
</ol>

<h2>Prepare the Data</h2>

<ol>
<li style="margin-bottom: 10px;">Create or modify your CoSort
SortCL data preparation job in the Workbench. Use a new job
wizard from the CoSort menu to create the script, or write it
directly in the syntax-aware editing window.</li>

<li style="margin-bottom: 10px;">Specify all your source and
target metadata and transformations in SortCL as usual.
However, you must define your first target as
<code>/OUTFILE=stdout</code> for BIRT to ingest this IRI Data
Source at reporting time. You can still specify additional
output files, tables, and/or procedures in subsequent target
layouts.</li>

<li style="margin-bottom: 10px;">Ensure all the /OUTFILE fields
destined for BIRT also specify supporting fields. For example,
any/SUMMARY fields have to be defined along with their /FIELD
formats so the aggregate values are passed into BIRT.</li>
</ol>

<h2>Design and Run the Visualization</h2>

<ol>
<li style="margin-bottom: 10px;">From the top menu, click
<strong>File</strong> -&gt; <strong>New</strong> -&gt;
<strong>Report</strong>. Follow the wizard instructions to
design the BIRT report. Be sure to save your new, or move your
existing, template into the same folder with the SortCL script
so the data (IRI Data Source) gets prepared and fed to BIRT via
ODA at run time.</li>

<li style="margin-bottom: 10px;">From the top menu, click
<strong>Data</strong> -&gt; <strong>New Data Source</strong>
-&gt; <strong>IRI Data Source</strong>. Click
<strong>Next</strong>, and select the folder that contains your
report template and SortCL job script. Click
<strong>Finish</strong>.</li>

<li style="margin-bottom: 10px;">Click <strong>Data</strong>
-&gt; <strong>New Data Set</strong> -&gt; <strong>New Data
Set</strong>. Select the <strong>IRI Data Source</strong>
again, and click <strong>Next</strong>. At the top of the next
dialog, select the SortCL (.scl) file defining the data
preparation for your report. Add and arrange the available data
fields as you want them displayed.</li>

<li style="margin-bottom: 10px;">Use the palette to modify
labels and fields, and their positions. You can specify
additional calculations on the data as well, and customize the
report or graph layout as needed.</li>

<li style="margin-bottom: 10px;">At report creation time,
SortCL and BIRT will run simultaneously to integrate the data
and display the information you need.</li>
</ol>
<hr>

<h3>Review</h3>

<ol>
<li style="margin-bottom: 10px;">Examine the SortCL Data
Preparation job script.<br>
Double-click <strong><em>Moving_Average.scl</em></strong> and
examine the first /OUTFILE section. This is the vital part of
creating a BIRT report using SortCL as a Data Source. You must
use /OUTFILE=STDOUT to send data to ODA and BIRT, and the
section must contain all the fields to be included in your
report, and any supporting fields such as the /AVERAGE
declarations in our example, which create the prior two fields.
Any aggregate data you wish to feed BIRT must also contain
SortCL field statements even if you do not wish to view them in
the report, otherwise the information is not available to BIRT.
Any other outfile sections, the infile section, etc. do not
matter to BIRT. Note that you can take any existing SortCL
script and add an outfile section with /OUTFILE=STDOUT as the
first output file, and create a BIRT report from it.</li>
</ol>

<p><strong>NOTE</strong>: Running the reports below will
automatically run the SortCL job above. To build new reports that
will use more SortCL data, create the new SortCL jobs and refer
to "ODA steps.txt".</p>

<ol start="2">
<li style="margin-bottom: 10px;">Generate a basic BIRT
report.<br>
<em>Moving_Average_simple.rptdesign</em> is a basic table
report listing the columns with headers.

<ol>
<li>Click the <strong>Preview</strong> tab below the report
pane to see what the report will look like when you run it
using the <strong>View Report Icon</strong> (Earth) icon in
the Report Design perspective toolbar. Notice the headers
in bold and underlined, and the dates are all bold. The
font is not your typical Times New Roman.</li>

<li>Click back on <strong>Layout</strong> to close the
Preview, and select the <strong>Property Editor</strong>
-&gt; <strong>Report</strong> tab at the bottom.</li>

<li>Click on the [DATE] detail in the report and see the
options in the Property Editor. Every part part of a BIRT
report can be customized. This template is pre-configured
to use an ODA IRI Data Source, but you can create another
report using that data.</li>
</ol>
</li>

<li>Generate a BIRT graph.<br>
Locate and open <em>Moving_Average_graph.rptdesign</em>. This
is a graph created from <em>Moving_Average.scl</em>, which
shows the closing price, 20-day moving average, and 40-day
moving average for the Bank of America stock from January to
September 2013. Either click <strong>Preview</strong> again, or
on the toolbar use the <strong>View Report</strong> icon and
click on it to run the report. If you hover the mouse above any
point on one of the three lines in the graph you will notice a
tooltip giving you the value at that location on the graph.
This is a basic demonstration of chart interactivity. Other
options (not demonstrated) are clicking on one part of a graph
and having that load another graph/report for only the selected
portion.</li>
</ol>
</body>
</html>
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