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Pentaho Data Integration Quick Start Guide
Pentaho Data Integration Quick Start Guide

Pentaho Data Integration Quick Start Guide: Create ETL processes using Pentaho

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Profile Icon Carina Roldán
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Paperback Aug 2018 178 pages 1st Edition
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Arrow left icon
Profile Icon Carina Roldán
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Full star icon Full star icon Full star icon Empty star icon Empty star icon 3 (1 Ratings)
Paperback Aug 2018 178 pages 1st Edition
eBook
$17.99 $25.99
Paperback
$32.99
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Renews at $19.99p/m
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Pentaho Data Integration Quick Start Guide

Getting Familiar with Spoon

This chapter will show you how to work with Spoon by designing, debugging, and testing a transformation. In addition to exploring Spoon features, you will also learn the basics for handling errors when you are designing a transformation.

This chapter will cover the following topics:

  • Exploring the Spoon interface
  • Designing, previewing, and running transformations
  • Defining and using Kettle variables
  • Running transformations with the pan utility

Exploring the Spoon interface

In Chapter 1, Getting Started with PDI, you used Spoon to create your first transformation. In this chapter, you will learn more about the experience of working with Spoon. First, let's take a look at its interface. The following screenshot shows you the different areas, menus, and toolboxes present in Spoon:

Spoon interface

The following provides a brief description of every component shown in the preceding screenshot:

  • Main Menu: This menu includes general options, such as opening and saving files (namely, transformations and jobs), editing and searching features, configuration settings, and help options.
Most of the options in the main menu contain shortcuts that you can memorize and use, if you prefer to do so.

  • Main Toolbar: This toolbar serves as an alternative way to create, open, and save files.
  • Transformation Toolbar: This toolbar...

Designing, previewing, and running transformations

In this section, we will create a transformation that is a bit more interesting than the one you already built. In doing this, you will have a chance to learn about the process of designing transformations, while also previewing your work.

The task is as follows: you will be given a file with a list of cities in the USA, along with their zip codes and their state names. You will have to generate a file containing only the cities in the state of NY, sorted by zip code. We will split the task into the following steps:

  • Designing and previewing the transformation
  • Learning to deal with errors that may appear
  • Saving and running the transformation

Designing and previewing a transformation

...

Defining and using Kettle variables

In PDI, you can define and use variables, just as you do when you code in any computer language. We already defined a couple of variables when we created the kettle.properties file in Chapter 1, Getting Started with PDI. Now, we will see where and how to use them.

It's simple: any time you see a dollar sign by the side of a textbox, you can use a variable:

Sample textboxes that allow variables

You can reference a variable by enclosing its name in curly braces, preceded by a dollar sign (for example, ${INPUT_FOLDER}).

A less used notation for a variable is as follows: %%<variable name>%% (for example, %%INPUT_FOLDER%%).

Let's go back to the transformation created in the previous section. Instead of a fixed value for the location of the output file, we will use variables. The following describes how...

Running transformations with the Pan utility

So far, you have used Spoon to create and run transformations. However, if you want to run a transformation in a production environment, you won't use Spoon, but a command-line utility named Pan.

Let's quickly look at how to use this tool.

If you browse the PDI installation directory, you will see two versions of the utility: Pan.bat and Pan.sh. You will use the first if you have a Windows environment, and the second for other systems.

In the next step-by-step tutorial, we will assume that you have Windows, but you should make the required adjustments if you have a different system.

The simplest way to run a transformation with Pan is to provide the full path of the transformation that you want to run. You can execute Pan in Windows as follows:

Pan.bat /file=<ktr file name>

For Unix, Linux, and other...

Summary

This chapter served to help you get used to Spoon, the PDI graphical designer. First, you learned how to work with the tool when you created, previewed, and ran transformations. When you worked with transformations, you had the opportunity to use Kettle variables, both predefined and user defined. You also learned how to deal with common errors. Finally, you experimented with the Pan utility, which is used for running transformations from the command line.

Now that you have seen an overview of the tool, you're ready to get into the details of extracting data. That will be the subject of Chapter 3, Extracting Data.

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Key benefits

  • Take away the pain of starting with a complex and powerful system
  • Simplify your data transformation and integration work
  • Explore, transform, and validate your data with Pentaho Data Integration

Description

Pentaho Data Integration(PDI) is an intuitive and graphical environment packed with drag and drop design and powerful Extract-Transform-Load (ETL) capabilities. Given its power and flexibility, initial attempts to use the Pentaho Data Integration tool can be difficult or confusing. This book is the ideal solution. This book reduces your learning curve with PDI. It provides the guidance needed to make you productive, covering the main features of Pentaho Data Integration. It demonstrates the interactive features of the graphical designer, and takes you through the main ETL capabilities that the tool offers. By the end of the book, you will be able to use PDI for extracting, transforming, and loading the types of data you encounter on a daily basis.

Who is this book for?

This book is for software developers, business intelligence analysts, and others involved or interested in developing ETL solutions, or more generally, doing any kind of data manipulation.

What you will learn

  • Design, preview and run transformations in Spoon
  • Run transformations using the Pan utility
  • Understand how to obtain data from different types of files
  • Connect to a database and explore it using the database explorer
  • Understand how to transform data in a variety of ways
  • Understand how to insert data into database tables
  • Design and run jobs for sequencing tasks and sending emails
  • Combine the execution of jobs and transformations

Product Details

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Publication date, Length, Edition, Language, ISBN-13
Publication date : Aug 30, 2018
Length: 178 pages
Edition : 1st
Language : English
ISBN-13 : 9781789343328
Vendor :
Pentaho
Category :
Languages :
Tools :

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Product Details

Publication date : Aug 30, 2018
Length: 178 pages
Edition : 1st
Language : English
ISBN-13 : 9781789343328
Vendor :
Pentaho
Category :
Languages :
Tools :

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Table of Contents

7 Chapters
Getting Started with PDI Chevron down icon Chevron up icon
Getting Familiar with Spoon Chevron down icon Chevron up icon
Extracting Data Chevron down icon Chevron up icon
Transforming Data Chevron down icon Chevron up icon
Loading Data Chevron down icon Chevron up icon
Orchestrating Your Work Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

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Das Buch bietet einen Praxis-orientierten Einstieg in die Nutzung von PDI. Nicht mehr und nicht weniger. Kann man alles in der offiziellen Dokumentation und über andere Quellen herausfinden, aber wenn man keine Praxiserfahrung mit PDI hat und sich etwas Zeit sparen möchte, ist man mit diesem Buch gut beraten. Eine umfassende Vorstellung aller Steps sucht man allerdings vergebens.
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