Illuminate BI Tool Guide
  • Introduction
  • Example BI Reports
  • What is BI Reporting in Illuminate?
  • Getting Started Using BI with Custom Reports
    • Setup Jaspersoft Studio
    • Prepare Your Data Set
    • Create a Basic Jasper Report
    • Publish My Report to Illuminate
    • Edit Report After Publishing
    • Display Selected Filters on Your Report
  • Get Started Using BI with SQL
    • Access Data Via ODBC Connection
    • Learn the Schema
    • Setup Jaspersoft Studio for SQL
    • Create a Basic Report with SQL
    • Publish My Report (SQL Method)
    • Adding Input Controls
  • Tutorials
    • Tutorials for Free Version ("Community Edition")
      • Tutorial 1: Categorize and Aggregate Your Data
      • Tutorial 2: Using Jasper Report Bands
      • Tutorial 3: Student Roster Report
      • Tutorial 4: Student Roster with SQL
      • Tutorial 5: Summary of Performance
      • Tutorial 6: CELDT Longitudinal Summary
    • Tutorials for Pro Version ("Professional Edition")
      • Tutorial 1: Aggregate and Visualize Your Data
        • Step 1 - Create a Custom Report
        • Step 2 - Download Your Data
        • Step 3 - Create a Data Adapter
        • Step 4 - Duplicate Template. Link Data Adapter
        • Step 5 - Set Class for Numeric Fields
        • Step 6 - Add & Configure Chart
        • Step 7 - Resize Chart. Preview Report.
        • Step 8 - Change Chart Labels
        • Step 9 - Set Chart Colors
        • Step 10 - Repeat for Other Data Points
        • Step 11- Install Your Report
      • Tutorial 2: Using Report Bands
        • Step 1 - Duplicate Report from Tutorial 1
        • Step 2: Create Your Group
        • Step 3: Create a Sort Field
        • Step 4 - Copy & Paste Your Chart
        • Step 5 - Set Reset Type and Evaluation Time
        • Step 6 - Change the Category Level
        • Step 7 - Add Site Name Field
        • Step 8 - Grade Level Sorting
    • CrossTabs Tutorial - Create, Format, and Style a CrossTab
      • Step 1 - Create Your CrossTab
      • Step 2 - Size and Position Your CrossTab
      • Step 3 - Format and Style Your CrossTab
  • Homework 1 - BI Workshop Follow Up
  • BI Tool Cheat Sheet
  • JasperSoft Studio Tips, Tricks, & FAQs
    • Basics of Writing Expressions in JSS
    • Rounding Decimals
    • Working with Dates in JSS
    • Conditional Styling in JasperSoft
    • Custom "No Data" Message
    • Create Multiple Summary Bands
    • Create Hyperlinks or "Tabs" to Connect Sets of Reports
    • JSS Community Edition
      • Adding Data Labels to Your Chart
      • Customizing Colors in Your Charts
    • JSS Professional Edition Only
      • HTML5 Charts
        • Data Labels: Enable, Customize, & Round Data Labels
        • Tooltip: Customizing the Tooltip
        • Keeping Colors Consistent in HTML5 Charts
        • Adding Drill Down to a Chart
        • Prevent Tooltip from Being Cut Off
        • Sort the Bars in Your Stack - Ordering the Series in Your Chart
        • Passing Parameters/Data Between Datasets with HTML5 Charts
        • Add Plot Lines to your Chart
        • Add Colored Zones or Plot Bands to Your Chart
        • Change Bar Colors Based on Bar Value
    • Rolling Over Your BI Tool Reports
    • "Current" Columns in Custom Reporting - To Use or Not to Use?
  • Report Design Best Practices
  • Installing the Illuminate Font Set
  • Report Templates
    • Blank Templates - Report Starters
    • Using the Report Templates
    • Multiple Measures Site Comparison Report (Tutorial 5)
    • EL Reclassification Report
    • EL Reclassification Report v2
    • RFEP Monitoring Report
    • Student Rubric Template
    • Michigan Report Templates
      • PSAT and SAT College Readiness Report
  • BI Tool User Community
Powered by GitBook
On this page

Was this helpful?

  1. Getting Started Using BI with Custom Reports

Prepare Your Data Set

PreviousSetup Jaspersoft StudioNextCreate a Basic Jasper Report

Last updated 5 years ago

Was this helpful?

  1. Create a custom report in Illuminate that contains all of the columns needed for the prebuilt report you are creating.

  2. Export the data from the custom report using the "Tab Delimited with Header Row" option.

  3. Open Jaspersoft Studio (JSS), locate the Repository Explorer, right click on "Data Adapters", and choose "Create Data Adapter."

  4. Select "CSV File" and click "Next."

  5. Name the data adapter anything you prefer. It issuggested to name the Data Adapter the same title as your Illuminate Custom Report.

  6. Click "Browse," for the file type select "*.*" and select the file downloaded from the custom report (it will have a .txt file extension). Click "Open."

  7. Select the tab "Separators" and for the field separator choose "Tab."

  8. Click the tab "Columns", check the box next to "Skip the first line (the column names will be read from the first line)", and click the button "Get column names from the first row of the file." The columns names should appear below that button, then click "Finish."

  9. Now you have successfully created a link to the dataset that you can use to locally develop your prebuilt report.