Learning Pentaho - From PDI to Full Dashboard

Install and configure a local Postgres database on Windows with Pgadmin, set the administrator password and port 5432, then create a DW database and connect to the data warehouse.

Connect PostgreSQL to Pentaho Data Integration using Spoon, build a transformation, read the customer table via CSV input, and write to a table in the data warehouse.

Create a new job in spoon, design and link stages, and execute ETL transformations to build STG and SDG tables from a CSV.

Create star schema dimensions in pentaho using spoon, including orders, products, customers, and a date dimension, and configure keys, versions, and sql for updates.

Create the fact table in a star schema, link it to dimensions, and execute lookups using a values stage and prefect table within an etl process.

Automate the ETL process end-to-end by building the fact table, scheduling daily runs, and clearing Mondrian and CDA caches to ensure up-to-date dashboards in Pentaho.

Connect Mondrian to the database and use the schema workbench to define an olap cube schema with a cube linked to a fact table and dimensions.

Learn to create dimensions and hierarchies in a Pentaho cube, link facts via foreign keys, define the levels and the all member name, and integrate a time dimension with months.

Create measures for your cube by adding sales with the sum aggregator on the sales column, and include discount, quantity, product base margin, profit, shipping cost, and unit price.

Start the Pi server, connect the BI server to the data warehouse, and install the postgres jdbc driver for the data source.

Test your cube with an MDX query in Mondrian, then publish it to the Pentaho BI server and verify the analysis data source on localhost.

create a pentaho dashboard using cde by configuring the layout, adding components, and connecting data with mdx or sql queries in the data sources panel.

Learn to query a Pentaho cube with Psychoanalytics, selecting measures and time dimensions to build tables and charts (bar, line, and donut) and inspect MDX queries.

Learn to build a bar chart in a new Pentaho CDE dashboard by creating an MDX query against a Mondrian schema, configuring the chart, data source, layout, and preview.

Build a Pentaho dashboard by creating a table and integrating it with a sales by region chart, configure headers, and sort by sales across subcategories and order priorities.

Learn to create a selector component and a parameter component in pentaho and wire them into a dashboard to filter charts and tables.

Learn how to improve the filters, selectors, and dashboard visuals in Pentaho by adding an all categories option, updating titles and colors, and using MDX mode for selectors.

Create region-based roles in the Mondrian schema to control data visibility. Assign schema and cube grants, then use hierarchy and member grants to restrict access by customer region.

Explore how to create users and assign roles in the Pentaho user console, linking role names to cube definitions and controlling access to dashboards or folders through share settings.

Master Pentaho BI workflows from PDI to dashboards, covering star schema data warehouse design, fact and dimension tables, Mondrian cubes and hierarchies, and creating charts and filters for KD dashboards.