Technical Guide

Admin Module
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MIGRATION TO Helical Insight EE version 4.1.1.18666GA

Here we will cover the steps about how to migrate your Helical Insight application from an Older version to Helical Insight EE version 4.1.1.18666GA. (released on 24 Aug 2021). With this specific version we have migrated globalConnection.xml to database resulting in better performance and concurrency, pagination at the metadata level and fixing of some other
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Adhoc Module
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ADFS configuration with Helical Insight

In this blog we will cover how to use helical insight with ADFS SSO option. Prerequisite: HI-EE 4.1.18666 or higher must be installed ADFS should be running Steps 1. Save your federationmetadata.xml file on the below path “..hi\apache-tomcat-9\hi-ee\WEB-INF\classes\” It can be downloaded from online based on your ADFS domain https://< your hostname >/FederationMetadata/2007-06/FederationMetadata.xml 2. Generate
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database support
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BEST PRACTICES WHILE USING HELICAL INSIGHT:

In this blog we are covering the best practices which should be followed while using Helical Insight to create your reports, dashboards, embedding, Single Sign On, optimal performance, higher security etc. DATASOURCES:     a) Dynamic DB Switching : – There are certain cases when we would like the report or dashboard to all together switch to
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Datasource
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Excel Usage with Helical Insight

NOTE: From version 5.2.2 of Open Source BI Helical Insight, we have provided DIRECT inbuilt support to Excel as a datasource. This method is much more simpler to use and recommended. Please refer to this link to learn more: https://www.helicalinsight.com/usage-of-flat-files-excel-in-helical-insight/ If you are using older version or want to use Apache drill, then continue to
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HI
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Setting up JWT in Helical Insight

With version 4.1 GA of Helical Insight we are also supporting JWT as well. JWT offers a lot of advantages like enhanced security, sessionless mode support when implementing load balancing server at Helical Insight, another method of SSO implementation and more. In a stateful architecture, when the load or session is shifted to another server,
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Ad-hoc Report Module
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Migration to 4.1 GA

In the below blog we will cover the steps to migrate your Helical Insight application from older version to version 4.1 GA. Before starting the migration, please take the backup of following files/folders. Helical Insight Repository (which contains all reports, dashboard, metadata and other work related files). Take the backup of entire Helical Insight repository
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database supported
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Installation of SQL Server on windows & Creating data source connection in Helical Insight to SQL Server

Below are the steps in order to provide SQL Server 2017 Database as Datasource in SQL Server Installation of SQL Server Download the JDBC driver for SQL Server http://clojars.org/repo/com/microsoft/sqlserver/sqljdbc4/4.0/sqljdbc4-4.0.jar Add this downloaded driver in \hi\hi-repository\System\Drivers Open Control Panel\System and Security\Windows Defender Firewall Turn off the Firewall Click on Advanced Settings 6. Right click on Inbound
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Technical Guide
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Load Balancing and Availability Solution with Test Cases

Introduction:This document consists of proof of concept details for the implementation of load balancing and high availability solution within the Helical Insight application. Background : A web application hosted on a single node has many disadvantages mainly like unavailability in case of node failure and degraded performance in case of huge load. To address these
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Technical Guide
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Connecting to Google Big Query using Helical Insight

In this blog, we will provide steps to connect to google big query data source connection in Helical Insight Open Source BI application Prerequsite: Helical Insight is successfully installed Login to BigQuery Web UI, and create dataset and tables by following below link:Create dataset in BigQuery Download required of simba JDBC driver for big query
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Technical Guide
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Configure JAVA_HOME/JRE_HOME Environment Variables For Linux

NOTE : If you are installing Helical Insight using Docker then no need to do anything as the docker package is having all the pre-requisite preconfigured. Refer this link to learn how to use docker. We recommend docker method for installation. Installation Method: If you are downloading the JAR file of Helical Insight application from
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Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight’s self-service capabilities is one to reckon with. It allows you to simply drag and drop columns, add filters, apply aggregate functions if required, and create reports and dashboards on the fly. For advanced users, the self-service component has ability to add javascript, HTML, HTML5, CSS, CSS3 and AJAX. These customizations allow you to create dynamic reports and dashboards. You can also add new charts inside the self-service component, add new kind of aggregate functions and customize it using our APIs.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
Helical Insight, via simple browser based interface of Canned Reporting module, also allows to create pixel perfect printer friendly document kind of reports also like Invoice, P&L Statement, Balance sheet etc.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
If you have a product, built on any platform like Dot Net or Java or PHP or Ruby, you can easily embed Helical Insight within it using iFrames or webservices, for quick value add through instant visualization of data.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
Being a 100% browser-based BI tool, you can connect with your database and analyse across any location and device. There is no need to download or install heavy memory-consuming developer tools – All you need is a Browser application! We are battle-tested on most of the commonly used browsers.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
We have organization level security where the Superadmin can create, delete and modify roles. Dashboards and reports can be added to that organization. This ensures multitenancy.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
A first-of-its-kind Open-Source BI framework, Helical Insight is completely API-driven. This allows you to add functionalities, including but not limited to adding a new exporting type, new datasource type, core functionality expansion, new charting in adhoc etc., at any place whenever you wish, using your own in-house developers.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
It handles huge volumes of data effectively. Caching, Pagination, Load-Balancing and In-Memory not only provides you with amazing experience, but also and does not burden the database server more than required. Further effective use of computing power gives best performance and complex calculations even on the big data even with smaller machines for your personal use. Filtering, Sorting, Cube Analysis, Inter Panel Communication on the dashboards all at lightning speed. Thereby, making best open-source Business Intelligence solution in the market.
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
With advance NLP algorithm, business users simply ask questions like, “show me sales of last quarter”, “average monthly sales of my products”. Let the application give the power to users without knowledge of query language or underlying data architecture
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application is compatible with almost all databases, be it RDBMS, or columnar database, or even flat files like spreadsheets or csv files. You can even connect to your own custom database via JDBC connection. Further, our database connection can be switched dynamically based on logged in users or its organization or other parameters. So, all your clients can use the same reports and dashboards without worrying about any data security breech.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Our application can be installed on an in-house server where you have full control of your data and its security. Or on cloud where it is accessible to larger audience without overheads and maintenance of the servers. One solution that works for all.
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered
Different companies have different business processes that the existing BI tools do not encompass. Helical Insight permits you to design your own workflows and specify what functional module of BI gets triggered