Windows 11 Pentaho Lab

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Evaluation Edition

Enterprise Evaluation Edition

1. Download the Enterprise Evaluation Edition.

Download - Try Pentaho Enterprise for Free | PentahoPentaho |

Link to Pentaho download

1. Fill in the form.

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1. Once completed you will be able to download: pentaho-business-analytics-xxxx.exe

Check your email for the 30-day activation code ..

1. In Windows Explorer: Navigate to the downloaded pentaho-business-analytics-10.X.X-XXX.exe installation file.

2. Double-click the pentaho-business-analytics-10.X.X-XXX.exe file to launch it.

3. Ignore the Antivirus warning ..

1. Accept the License agreement.

End user license agreement

1. Keep the default installation path.

Default installation path

1. The default Pentaho Repository database is PostgreSQL.

Enter: password.

Pentaho Repository

1. Decide if you wish to install everything or specific components.

Keep it simple.

With the Pentaho Installation Wizard you can choose one of two ways to install Pentaho components:

• Default: Select the Keep it simple. Give me everything option in the installation wizard.

• Custom: Select the Let me decide for myself option in the installation wizard.

Let me decide for myself

1. Enter either an Activation ID or a Licensing server URL (Production).

1. Click 'Next' to start the installation.

Various notifications will appear during the installation process. Allow Pentaho services to be installed.

1. Once completed you should have the following Pentaho directory structure.

Pentaho directory

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Docker Desktop

Docker Desktop & Compose

Docker is an open platform for developing, shipping, and running applications.

Docker Desktop

1. Download the installer using the download button at the top of the page, or from the release notes.

https://desktop.docker.com/win/main/amd64/Docker%20Desktop%20Installer.exe?utm_campaign=docs-driven-download-win-amd64&utm_medium=webreferral&utm_source=dockerdesktop.docker.com

1. Double-click Docker Desktop Installer.exe to run the installer. By default, Docker Desktop is installed at C:\Program Files\Docker\Docker.

When prompted, ensure the Use WSL 2 instead of Hyper-V option on the Configuration page is selected or not depending on your choice of backend.

On systems that support only one backend, Docker Desktop automatically selects the available option.

1. Follow the instructions on the installation wizard to authorize the installer and proceed with the installation.

2. When the installation is successful, select Close to complete the installation process.

3. Start Docker Desktop.

If your administrator account is different to your user account, you must add the user to the docker-users group:

1. Run Computer Management as an administrator.

2. Navigate to Local Users and Groups > Groups > docker-users.

3. Right-click to add the user to the group.

4. Sign out and sign back in for the changes to take effect.

sampledata

sampledata

Relationship Diagram

sampledata_schema.sql

sampledata_schema.sql

This script creates a comprehensive relational database structure for a sample business application. It's designed to model a sales and order management system for a company that sells various products.

Database Setup

• Creates a database named

  sampledata

  with UTF-8 character set

• Sets up users with appropriate permissions

• Configures SQL mode for better data integrity

Tables

OFFICES: Stores company office locations with address details

EMPLOYEES: Contains employee information with relationships to offices and reporting structure

CUSTOMERS: Stores customer information including contact details and credit limits

PRODUCTS: Contains product catalog with inventory and pricing information

ORDERS: Tracks customer orders with status and dates

ORDERDETAILS: Contains line items for each order with quantity and price

PAYMENTS: Records customer payments with amounts and dates

ORDERFACT: A fact table for order analytics

CUSTOMER_W_TER: Extended customer information with territory

DIM_TIME: Time dimension table for reporting

DEPARTMENT_MANAGERS: Stores department manager information

QUADRANT_ACTUALS: Contains budget vs. actual financial data with a generated VARIANCE column

TRIAL_BALANCE: Financial accounting data

Views

customer_order_summary: Summarizes orders and spending by customer

product_performance: Analyzes product sales metrics including revenue and profit

employee_sales_performance: Tracks sales performance by employee

monthly_sales_trend: Shows sales trends over time by month

product_inventory_status: Categorizes products by inventory levels

customer_payment_history: Summarizes customer payment activity and balances

Stored Procedures

GetCustomerOrders: Retrieves orders for a specific customer

UpdateProductStock: Updates product inventory levels

GetProductSalesByQuarter: Analyzes quarterly product sales

GetTopCustomersByRegion: Identifies top customers by region

GetInventoryValueByProductLine: Calculates inventory metrics by product line

Triggers

before_order_insert: Validates date constraints on orders

before_payment_insert: Ensures payment amounts are positive

Events

• daily_maintenance: Scheduled task for database maintenance

1. Execute the following command to create the schema - Powershell.

Get-Content sampledata_schema.sql | docker exec -i mysql-database-1 mysql -u root -p"password" sampledata

Ignore the password warning .. obviously dont do this for prod.

sampledata_data.sql

sampledata_data.sql

This script populates the database with sample data to demonstrate the functionality of the schema.

Reference Data:

• Office locations across different regions

• Employee hierarchy with job titles

• Product catalog organized by product lines

Transactional Data:

• Customer records with contact information

• Order history with dates and status

• Order details with quantities and prices

• Payment records

Financial Data:

• Budget vs. actual figures in QUADRANT_ACTUALS

• Trial balance accounting data

Data Characteristics:

• Realistic business scenarios with varied order statuses

• Comprehensive product catalog with descriptions and pricing

• Hierarchical employee structure with reporting relationships

• Time-based data spanning multiple years for trend analysis

• Financial data suitable for budgeting and variance analysis

Notable Features:

• Data follows referential integrity constraints

• Proper handling of NULL values where appropriate

• Realistic pricing and quantity values

• Generated columns (like VARIANCE) are excluded from direct inserts

• Orders are sequenced to satisfy foreign key constraints

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