Output of pentaho report to a folder through xaction


Problem Statement :

Many times we come across a need to redirect report output in a specific folder rather than rendering it in browser.

Scope Of this Article :

This articles presents detailed to steps to write pentaho report output into to specific folder using xaction.

Technology :

Pentaho Design Studio (PDS) – 4.0

Detail :

1)Create a new action sequence fill formalities in Genral tab,

2)In the Define Process tab,At Process Action panel,Click on “+” symbol(shown by tick ) ,select Pentaho Report Component from Report

inpuc

3)Browse the prpt report from Report Specification panel,specify Output Report name

inpuc

4)Finally Specify filepath at Output Destination step

inpuc

5)Save the xaction .Login to PUC ,run the xaction , Report is executed ,output is created in specified folder and you can find action successful message on puc

Summary:

We learned how to redirect report output to a specific folder rather than rendering it in browser. This feature will be useful in instances where user wants to persist report  data and refer it often, rather than generating same report again.

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BI developer

Posted in Data Warehouse & BI, Pentaho
13 comments on “Output of pentaho report to a folder through xaction
  1. Gaurav says:

    Can you help me for user specif theme with xaction ?

  2. suryathanuri says:

    Hi Tuhin,

    I have updated my previous comment , please try using test_tuhin_{date} . This works fine/Tested . if you are still facing issues, please let me know the version of design studio that you are using

    Thanks,
    Surya

    • Tuhin says:

      Hi,Surya thanks for reply. i solved my problem but a little bit changing the process. Cause Somehow if i use Relational query i faced problem or error but instead of query i used their java script and it is working fine. But thaks a lot to you cause so many time i bother you 🙂 . hope if i face any new problem ,again knock to you 🙂 plz reply in this way ..

    • Tuhin says:

      Hi,Surya thanks for reply. i solved my problem but a little bit changing the process. Cause Somehow if i use Relational query i faced problem or error but instead of query i used their java script and it is working fine. But thaks a lot to you cause so many time i bother you 🙂 . hope if i face any new problem ,again knock to you 🙂 plz reply in this way ..

      ..Another things if you are interested i want to talk with you my 1 other problem. That is sanpshot normally used this term at BO but at pentaho this is possible only for analytical report but i want to do save the any state of xaction file so that any one can use to call this xaction and see that state of report…

  3. suryathanuri says:

    Hi Tuhin ,

    Please follow below steps :
    1) Add a Relation step under process action section .
    2) Write a Query pointing to you DB , that should result current month,day and year .Result set column name would be “date” .use specified Query to get the required format
    select DATE_FORMAT(curdate(),’%m%d%Y’)
    3) In process outputs tab select your output name and in destination field select file as destination type , in Name field give your path where you want to store the file and give the file name as test_tuhin_{date}

    Thanks,
    Surya Thanuri

    • Tuhin says:

      hi, surya
      Thanks for the reply but still im facing problem, i am follow your step but ${date} variable does not add value with test_tuhin.

  4. suryathanuri says:

    HI Tuhin,

    Yes , Workspace helps to schedule a report through PUC.

    If you have admin permissions , please right click on specified report –> select Schedule option from the list .

    Please fill Name , Group , Description details .Here goes major parameters for Scheduling
    Recurrence , Start Time , Start Date . at Recurrence you can select the type (Weekly,Daily,Hourly) .Now you can find scheduled report under My Schedule tab in workspace .

    Above approach is for all the versions(tested in 4.1,4.3,4.5,4.8) beneath pentaho5.0 .
    Please let us know if you are using pentaho5.0 ?

    Thanks,
    Surya Thanuri

    • Tuhin says:

      hello suryathanuri,
      i am able to schedule report that have no process action sequence . the report that have process action , if i go to schedule that report there thrown a error message “the Pentaho BI Platform reported an error while running an action sequence” RuntimeContext.ERROR_0018 – The requested parameter “Get_Year” has a NULL value … here Get_year a parameter of process action but this working fine when i am run this report. Problem faced at time scheduling . thanks your kind reply

      • suryathanuri says:

        Hi Tuhin,

        We need to know little more info about Get_Year parameter type .Is Get_Year a run time parameter …?

        Thanks,
        Surya Thanuri

      • Tuhin says:

        Hi Surya,

        Actually this problem happen to schedule any report that run via xaction . cause the xaction that not contain any parameter also throws this. I think this may permission related issue. but unlikely as i am using user joe who have contain all type of permission , so still i am in puzzle what may the reason or it is bug of pentaho Comunity Edition.

      • Tuhin says:

        h surya,
        is there any way to add date and time with the file attachment of scheduling. suppose my schedule file name is test_tuhin but i want to send file like this test_tuhin1112013 where time and date is add with the file name

  5. Tuhin says:

    Hi ,
    can you explain the process how can i automatically get a report on a specific folder on fixed date. I mean as like scheduling i want a report on a folder on specific date.

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