Integrate Redshift Data in the Pentaho Report Designer

The CData JDBC Driver for Redshift data enables access to live data from dashboards and reports. This article shows how to connect to Redshift data as a JDBC data source and publish reports based on Redshift data in Pentaho.

Connect and Create a Report

1. Copy the JAR file of the driver, located in the lib subfolder of the installation directory, to the \Report-Designer\lib\jdbc\ folder in the Pentaho directory.
2. Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.

3. Create a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new Redshift connection. In the resulting dialog, configure the connection properties as shown below.

   • Custom Connection URL property: Enter the JDBC URL. This starts with jdbc:redshift: and is followed by a semicolon-separated list of connection properties.

     To connect to Redshift, set the following:

     • Server: Set this to the host name or IP address of the cluster hosting the Database you want to connect to.
     • Port: Set this to the port of the cluster.
     • Database: Set this to the name of the database. Or, leave this blank to use the default database of the authenticated user.
     • User: Set this to the username you want to use to authenticate to the Server.
     • Password: Set this to the password you want to use to authenticate to the Server.

     You can obtain the Server and Port values in the AWS Management Console:

     1. Open the Amazon Redshift console (http://console.aws.amazon.com/redshift).
     2. On the Clusters page, click the name of the cluster.
     3. On the Configuration tab for the cluster, copy the cluster URL from the connection strings displayed.

     Built-in Connection String Designer

     For assistance in constructing the JDBC URL, use the connection string designer built into the Redshift JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

     java -jar cdata.jdbc.redshift.jar

     Fill in the connection properties and copy the connection string to the clipboard.

     When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

     Below is a typical JDBC URL:

     jdbc:redshift:User=admin;Password=admin;Database=dev;Server=examplecluster.my.us-west-2.redshift.amazonaws.com;Port=5439;
   • Custom Driver Class Name: Enter cdata.jdbc.redshift.RedshiftDriver.
   • User Name: The username to authenticate with.
   • Password: The password to authenticate with.

Add Redshift Data to a Report

You are now ready to create a report with Redshift data.

1. Add the Redshift source to your report: Click Data -> Add Data Source -> JDBC and select the data source.

2. Configure the query. This article uses the one below:

   SELECT ShipName, ShipCity FROM Orders
3. Drag a chart onto your report and double-click it to edit the chart. Run the report to display the chart. You can use the results of this query to create a simple chart for the Orders table.
4. Finally, run the report to see the chart.