Reporting vs. Coding - thoughts? - reporting

Recently I had a project in which I had to get some data from particular software system to a portlet. The software used a database, and I spent a fair bit of time modeling the data I wanted and then creating a web service so that my portlet could grab the information.
Then it suddenly struck me that I was wasting my time. I grabbed BIRT, tossed it into a portlet, and then just wrote some reports that directly grabbed the necessary data from the database. I was done in an afternoon.
I understand that reporting is a one way street, but this got me thinking. Reporting tools can be very effective for creating reports (duh) from your actual data, but when you're doing this you're bypassing your model which except in simple cases is not a direct representation of your data as it exists in your database.
If you're writing a data-intensive application and require the ability to perform non-trivial reporting, do you bypass your application and use something like BIRT or Crystal Reports? How do you manage these tools as part of your overall process? Do you consider the reports you write as being part of your application and treat them as such? A report is a view and a model and a controller (if you will) all in one big mess, how do you deal with and interpret and plan for that?
Revised question: it's possible and even common that a report will perform some business calculations that in a perfect world you would like to have contained in your application. This can lead to a mismatch of information given back to the user. On the other hand, reporting tools make it so easy to gather and display information that it's hard to take a purist's approach and do everything from within the application. Are there any good techniques for ensuring that the data in your reports matches the data that you might be showing in the regular GUI?

I see reporting as simply another view on the data, not a view/model/controller in one (well, maybe a view and controller in one).
We have our reports (built in sql 2008 reporting services) consume a service in our application layer to get data (keeping with our standard, that data access is in a repository). These functions could do a simple query or handle very complex processing that would be a nightmare in your reporting evironment or a stored procedure. In practice, we find this takes no longer than coding up some one-off stored procedure that will, as your system grows and grows, become a nightmare to maintain.
Treating reporting as simply a one-off or not integrating into your application design is a huge mistake.

Reporting is crucial. Reporting is mostly crucial to share values collected in one system to external users, e.g. users not directly using the system (eg management for sales figures). So reporting is a lot more than just displaying facts and figures and is something central to almost every system that drives a commercial.
At least the more advanced systems allow you to enhance them: with your own reusable "controls". Even a way back can be implemented - if you just use the correct plugins. Once I wrote a system to send emails out of a report, because the system did not allow for change. It worked - though it was not meant to be used that way ;)
Reports make a good part of the application, and you gain a lot freedom if you make reports changeable for your customers. Sometimes you come up with more possibilities than you thought of when you built the system in the first place.
So yes, for me reporting is part of the system.

Reports are part of your app but because they are generally something a user will have strong ideas about than, say, your data capture UI, I'd sacrifice purity for convenience/speed of delivery and get back to "real" coding... :-)
As soon as you've done a report, users want another one or change the colour or optional grouping or more filtering or... something that takes you away from whizzier stuff... so I don't bust a gut maintaining purity.

This is a fine line indeed. You don't want to spend too much time building reports (that users want you to change all the time anyway) but you don't want to duplicate logic by putting business logic into your reports! With our reporting products at Data Dynamimcs I think we have reached a happy medium between these two tradeoffs.
By using the ObjectDataProvider (see links below for more info) you can bind the report directly to business objects (plain old objects) so you don't have to bypass your business layer for getting data. At the same time we provide a way to reference and use functions from other libraries in your report. This way if you have some code configured already to do some business logic calculations you can reuse those functions directly within your report. You can see an example of this in the links below too.
Binding to Objects for your Data (see "Object Provider" section): http://www.datadynamics.com/Help/ddReports/ddrconDataSetAndObjectDataSource.html
Adding Custom Code to your reports Walkthrough: http://www.datadynamics.com/Help/ddReports/ddrwlkCustomCode.html
Using Custom Assemblies (referencing shared libraries/dlls from your report): http://www.datadynamics.com/Help/ddReports/ddrconCustomCode.html, and http://www.datadynamics.com/Help/ddReports/ddrtskCreatingAnInstanceMethod.html
Scott Willeke
Data Dynamics / GrapeCity

The way I've always worked with reports is to consider part reports as part of the code-base, and stored in the source along with the application. In some contexts, reports are more important than the application, in that management makes business decisions off of report data, having the wrong information can cause them to cancel a product line, cancel a campaign, or fire a sales person. Obviously, this depends highly on your management and your application.
Regarding keeping your model consistent, this is a bit trickier question. One way to ensure consistent model between reports and your application is to use stored procedures (or views) to retrieve data, depending on your application's architecture.

Related

Modern reporting solutions for distributed data systems

We've built a SAAS solution, which has a Frontend in PHP/MySQL. The solution uses our in-house "Backend" API to manage user transactions (financial-ish type of stuff). So basically, some of our data is in the "Frontend" database, while all transactional data is in the "Backend" database.
When it comes to reporting, the Frontend requests transactional reports from the Backend, augments it with Frontend data (user attributes, etc), and draws the report. Usually it's slow and cumbersome to create a new report, and they lack robust features like sorting & filtering. This is partially because there is no single data-source for all the info. Also, we are constantly being asked to provide "adhoc" reporting capabilities - the type of thing that is complex, and has the potential to bring a server to its knees if you aren't careful.
I think we're at the point where we need to invest in a Reporting system, which would be responsible for combining data dumps from Frontend/Backend, and would allow a non-developer to create new reports. One thing that would be important to us is to provide as seamless of an interface as possible to the reports via our Frontend. That might mean the Reporting system exposes web widgets, or perhaps has a web interface that can be accessed with SSO between our system and the Reporting system. In a nutshell, we aren't looking for a dinosaur, we need something modern. Hosted solutions are preferred, but we'd consider something we need to run ourselves. Looking for advice. Thanks!
EDIT: A hosted solution might not work for us. We are located in Canada, and many customers have policies about having data reside in the US (Patriot Act).
Have a look at myDBR reporting solution. Reports are built using stored procedures, so anyone familiar with SQL will be able to create reports. There is also a built in wizard to get you started quickly. It is also very easy to link reports to each other allowing for easy drill-down style reports.
The solution is very reasonably priced at 129 EUR (~ 170 USD) and can be installed in minutes on any standard web server (PHP being to only requirement).
myDBR can be easily integrated into your existing web-pages via the built-in SSO and styled via CSS to match your sites overall look and feel.

How would you stress test a dynamic site, when you don't know what the URLs will be ahead of time?

This isn't a question of what stress testing tools are out there. I'm afraid it's a lot harder than that. (At least for me)
Consider a restful architecture for a forum or blog that generates random IDs for each post.
Simulating creating those topics/articles would be simple, because you'd just be posting form data to an endpoint like: /article, or /topic
But how do you then stress test commenting on those articles/topics? This is different, because the comments need to belong to an article/topic, which means that you need the ids of those items. However, if all you can do is issue posts, and you have no way of pulling those ids, you'd be unable to create them.
I'm creating a site that is similar in this regard, and I have no idea how to stress test the creation of the comments.
I have two ideas, and they're both pretty awful:
Generate a massive system ahead of time with some kind of factory, and then freeze it. From there, I figure I'd have to use some kind of browser automation to create my 'comments' on all of this. The automation would I suppose go through a recording proxy, like what JMeter offers. Then, to run the test, I reload the database, and replay the massive log file.
Use browser automation for the whole thing, taking advantage of the dynamic links delivered in the HTML page. The only option here would be Selenium, and really, we're talking a massive selenium grid that would be extremely expensive. Probably very difficult to maintain also.
Option 2 is completely infeasible near as I can tell, but option 1 sounds excruciating. I'm really hoping someone can suggest something more clever.
Option 1.
I mean, implementation notes aside, you're basically just asking for a testing environment. So, the answer is to make one. In whatever fashion:
Generate it
Make it once and reload it
Randomise it
Whatever. It's the approach to go with.
How do you your testing is kind of a side issue (unit testing/browser/whatever, up to you).
But you've reached a point where you need to test with real data. So make it happen.
This is a common problem. We handle it by extracting the dynamic parts of the URLs from the server responses. I presume this system uses web browser client - which implies that those URLs are being sent in the server responses. If they are in the responses, then you CAN get them. However, since you said "if all you can do is issue posts, and you have no way of pulling those ids", then perhaps this is not the case? In that case, can you clarify?
We've recently been doing a lot of testing of Drupal systems for our customers - which has exactly the problem you've described. We either solve it by extracting the IDs dynamically from the page as the user browses to the page they want to comment on, or we use option 1, or a combination of both. Note that if you have a load testing tool handy, then generation of content is not too difficult - use the tool to do it. I.e. run a "content generation" load test. Besides yielding useful data on its own accord, that will give you a test database that you can then backup/restore as needed to maintain your test infrastructure. Now you can run the test on a more realistic environment - one that has lots of content already in it (assuming, of course, that this is realistic for your purposes).
If you are interested, I'd be happy to demo how we solve the problem using our software (Web Performance Load Tester).
I have used Visual Studio to solve this kind of problem. Visual Studio allows C# coded web tests that can programatically parse the html returned and take action based on that.
I was load testing a SharePoint website and required information to be populated ahead of time. I did create a load test that was specifically for creating "random" pages of content ahead of time. I populated a test harness database with the urls ahead of time, allowing some control over the pages that were loaded.
With a list of "articles" available and a list of potential comments, it is possible to code a pseudo-random number generator (inside a stored procedure because of the asynchronous nature of the test harness) to get a repeatable load test. That meant that the site would be populated in the same way each time the load test was run.
It does take some effort to create a decent way of populating the site off the bat, but the return in the relevance of the load test is quite good.

Core Data's Limits, can Core Data be used as a Serverside Technology?

I've found no clear answer so far, but maybe I've searched the wrong way.
My Question is, can Core Data to be used as a Persitence Storage for a Server Project? Where are Core Data's Limits, how much Data can be handled with Core Data and SQLite? SQLite should handle a lot of Data very well according to their website. I know of a properitary Java Persitence Manager with an Oracle DB as Storage that handles Millions of Entries and 3000 Clients without Problems. For my own Project I wonder if I can use Core Data on the Server Side for User Mangament and intern microblogging, texting with up to 5000 clients. Will it handle such big amounts of Data or do I have to manage something like that myself? Does anyone happend to have experience with huge amounts if Data and Core Data?
Thank you
twickl
I wouldn't advise using Core Data for a server side project. Core Data was designed to handle the data of individual, object-oriented applications therefore it lacks many of the common features of dedicated server software such as easily handling multiple simultaneous accesses.
Really, the only circumstance where I would advise using it is when the server side logic is very complex and the number of users small. For example, if you wanted to write an in house web app and have almost all the logic on the server, then Core Data might serve well.
Apple used to have WebObjects which was a package to manage servers using an object-oriented DB much like Core Data. (Core Data was inspired by a component of WebObjects called Enterprise Objects.) However, IIRC Apple no longer supports WebObjects for external use.
Your better off using one of the many dedicated server packages out there than trying to roll your own.
I have no experience using Core Data in the manner you describe, but my understanding of the architecture leads me to believe that it could be used, depending on how you plan to query and manipulate the data.
Core Data is very good at maintaining an object graph and using faults to bring parts into memory as needed. In that manner, it could be good on a server for reducing memory requirements even with a large data set.
Core Data is not very good at manipulating collections of objects without loading them into memory, making a change, and writing them back out to disk. Brent Simmons wrote a blog post about this, where he decide to stop using Core Data for some of his RSS reader's model objects because an operation like "mark all as read" didn't scale. While you would like to be able to say something like UPDATE articles SET status = 'read', Core Data must load each article, set its status property, then write it back to disk.
This isn't because Apple engineers are stupid, but because the query layer can't make assumptions about the storage layer (you could be using XML instead of SQLite) and it also must take into account cascading changes and the fact that some article objects may already be loaded into memory and will need to be updated there.
Note that you can also write your own storage providers for Core Data, see Aaron Hillegass's BNRPersistence project. So if Core Data was "mostly good" you might be able to improve on it for your application.
So, a possible answer to your question is that Core Data may be appropriate to your application, as long as you do not need to rely on batch updates to large number of objects. In general, no algorithm or data structure is appropriate for every scenario. Engineering is about wisely choosing between trade-offs. You won't find anything that works well for many clients in every case. It always matters what you are doing.

Performance problems with external data dependencies

I have an application that talks to several internal and external sources using SOAP, REST services or just using database stored procedures. Obviously, performance and stability is a major issue that I am dealing with. Even when the endpoints are performing at their best, for large sets of data, I easily see calls that take 10s of seconds.
So, I am trying to improve the performance of my application by prefetching the data and storing locally - so that at least the read operations are fast.
While my application is the major consumer and producer of data, some of the data can change from outside my application too that I have no control over. If I using caching, I would never know when to invalidate the cache when such data changes from outside my application.
So I think my only option is to have a job scheduler running that consistently updates the database. I could prioritize the users based on how often they login and use the application.
I am talking about 50 thousand users, and at least 10 endpoints that are terribly slow and can sometimes take a minute for a single call. Would something like Quartz give me the scale I need? And how would I get around the schedular becoming a single point of failure?
I am just looking for something that doesn't require high maintenance, and speeds at least some of the lesser complicated subsystems - if not most. Any suggestions?
This does sound like you might need a data warehouse. You would update the data warehouse from the various sources, on whatever schedule was necessary. However, all the read-only transactions would come from the data warehouse, and would not require immediate calls to the various external sources.
This assumes you don't need realtime access to the most up to date data. Even if you needed data accurate to within the past hour from a particular source, that only means you would need to update from that source every hour.
You haven't said what platforms you're using. If you were using SQL Server 2005 or later, I would recommend SQL Server Integration Services (SSIS) for updating the data warehouse. It's made for just this sort of thing.
Of course, depending on your platform choices, there may be alternatives that are more appropriate.
Here are some resources on SSIS and data warehouses. I know you've stated you will not be using Microsoft products. I include these links as a point of reference: these are the products I was talking about above.
SSIS Overview
Typical Uses of Integration Services
SSIS Documentation Portal
Best Practices for Data Warehousing with SQL Server 2008

How do you manage schema upgrades to a production database?

This seems to be an overlooked area that could really use some insight. What are your best practices for:
making an upgrade procedure
backing out in case of errors
syncing code and database changes
testing prior to deployment
mechanics of modifying the table
etc...
Liquibase
liquibase.org:
it understands hibernate definitions.
it generates better schema update sql than hibernate
it logs which upgrades have been made to a database
it handles two-step changes (i.e. delete a column "foo" and then rename a different column to "foo")
it handles the concept of conditional upgrades
the developer actually listens to the community (with hibernate if you are not in the "in" crowd or a newbie -- you are basically ignored.)
http://www.liquibase.org
opinion
the application should never handle a schema update. This is a disaster waiting to happen. Data outlasts the applications and as soon as multiple applications try to work with the same data ( the production app + a reporting app for example) -- chances are they will both use the same underlying company libraries... and then both programs decide to do their own db upgrade ... have fun with that mess.
I am a big fan of Red Gate products that help creating SQL packages to update database schemas. The database scripts can be added to source control to help with versioning and rollback.
In general my rule is: "The application should manage it's own schema."
This means schema upgrade scripts are part of any upgrade package for the application and run automatically when the application starts. In case of errors the application fails to start and the upgrade script transaction is not committed. The downside to this is that the application has to have full modification access to the schema (this annoys DBAs).
I've had great success using Hibernates SchemaUpdate feature to manage the table structures. Leaving the upgrade scripts to only handle actual data initialization and occasional removing of columns (SchemaUpdate doesn't do that).
Regarding testing, since the upgrades are part of the application, testing them becomes part of the test cycle for the application.
Afterthought: Taking on board some of the criticism in other posts here, note the rule says "it's own". It only really applies where the application owns the schema as is generally the case with software sold as a product. If your software is sharing a database with other software, use other methods.
That's a great question. ( There is a high chance this is going to end up a normalised versus denormalised database debate..which I am not going to start... okay now for some input.)
some off the top of my head things I have done (will add more when I have some more time or need a break)
client design - this is where the VB method of inline sql (even with prepared statements) gets you into trouble. You can spend AGES just finding those statements. If you use something like Hibernate and put as much SQL into named queries you have a single place for most of the sql (nothing worse than trying to test sql that is inside of some IF statement and you just don't hit the "trigger" criteria in your testing for that IF statement). Prior to using hibernate (or other orms') when I would do SQL directly in JDBC or ODBC I would put all the sql statements as either public fields of an object (with a naming convention) or in a property file (also with a naming convention for the values say PREP_STMT_xxxx. And use either reflection or iterate over the values at startup in a) test cases b) startup of the application (some rdbms allow you to pre-compile with prepared statements before execution, so on startup post login I would pre-compile the prep-stmts at startup to make the application self testing. Even for 100's of statements on a good rdbms thats only a few seconds. and only once. And it has saved my butt a lot. On one project the DBA's wouldn't communicate (a different team, in a different country) and the schema seemed to change NIGHTLY, for no reason. And each morning we got a list of exactly where it broke the application, on startup.
If you need adhoc functionality , put it in a well named class (ie. again a naming convention helps with auto mated testing) that acts as some sort of factory for you query (ie. it builds the query). You are going to have to write the equivalent code anyway right, just put in a place you can test it. You can even write some basic test methods on the same object or in a separate class.
If you can , also try to use stored procedures. They are a bit harder to test as above. Some db's also don't pre-validate the sql in stored procs against the schema at compile time only at run time. It usually involves say taking a copy of the schema structure (no data) and then creating all stored procs against this copy (in case the db team making the changes DIDn't validate correctly). Thus the structure can be checked. but as a point of change management stored procs are great. On change all get it. Especially when the db changes are a result of business process changes. And all languages (java, vb, etc get the change )
I usually also setup a table I use called system_setting etc. In this table we keep a VERSION identifier. This is so that client libraries can connection and validate if they are valid for this version of the schema. Depending on the changes to your schema, you don't want to allow clients to connect if they can corrupt your schema (ie. you don't have a lot of referential rules in the db, but on the client). It depends if you are also going to have multiple client versions (which does happen in NON - web apps, ie. they are running the wrong binary). You could also have batch tools etc. Another approach which I have also done is define a set of schema to operation versions in some sort of property file or again in a system_info table. This table is loaded on login, and then used by each "manager" (I usually have some sort of client side api to do most db stuff) to validate for that operation if it is the right version. Thus most operations can succeed, but you can also fail (throw some exception) on out of date methods and tells you WHY.
managing the change to schema -> do you update the table or add 1-1 relationships to new tables ? I have seen a lot of shops which always access data via a view for this reason. This allows table names to change , columns etc. I have played with the idea of actually treating views like interfaces in COM. ie. you add a new VIEW for new functionality / versions. Often, what gets you here is that you can have a lot of reports (especially end user custom reports) that assume table formats. The views allow you to deploy a new table format but support existing client apps (remember all those pesky adhoc reports).
Also, need to write update and rollback scripts. and again TEST, TEST, TEST...
------------ OKAY - THIS IS A BIT RANDOM DISCUSSION TIME --------------
Actually had a large commercial project (ie. software shop) where we had the same problem. The architecture was a 2 tier and they were using a product a bit like PHP but pre-php. Same thing. different name. anyway i came in in version 2....
It was costing A LOT OF MONEY to do upgrades. A lot. ie. give away weeks of free consulting time on site.
And it was getting to the point of wanting to either add new features or optimize the code. Some of the existing code used stored procedures , so we had common points where we could manage code. but other areas were this embedded sql markup in html. Which was great for getting to market quickly but with each interaction of new features the cost at least doubled to test and maintain. So when we were looking at pulling out the php type code out, putting in data layers (this was 2001-2002, pre any ORM's etc) and adding a lot of new features (customer feedback) looked at this issue of how to engineer UPGRADES into the system. Which is a big deal, as upgrades cost a lot of money to do correctly. Now, most patterns and all the other stuff people discuss with a degree of energy deals with OO code that is running, but what about the fact that your data has to a) integrate to this logic, b) the meaning and also the structure of the data can change over time, and often due to the way data works you end up with a lot of sub process / applications in your clients organisation that needs that data -> ad hoc reporting or any complex custom reporting, as well as batch jobs that have been done for custom data feeds etc.
With this in mind i started playing with something a bit left of field. It also has a few assumptions. a) data is heavily read more than write. b) updates do happen, but not at bank levels ie. one or 2 a second say.
The idea was to apply a COM / Interface view to how data was accessed by clients over a set of CONCRETE tables (which varied with schema changes). You could create a seperate view for each type operation - update, delete, insert and read. This is important. The views would either map directly to a table , or allow you to trigger of a dummy table that does the real updates or inserts etc. What i actually wanted was some sort of trappable level indirection that could still be used by crystal reports etc. NOTE - For inserts , update and deletes you could also use stored procs. And you had a version for each version of the product. That way your version 1.0 had its version of the schema, and if the tables changed, you would still have the version 1.0 VIEWS but with NEW backend logic to map to the new tables as needed, but you also had version 2.0 views that would support new fields etc. This was really just to support ad hoc reporting, which if your a BUSINESS person and not a coder is probably the whole point of why you have the product. (your product can be crap but if you have the best reporting in the world you can still win, the reverse is true - your product can be the best feature wise, but if its the worse on reporting you can very easily loose).
okay, hope some of those ideas help.
These are all weighty topics, but here is my recommendation for updating.
You did not specify your platform, but for NANT build environments I use Tarantino. For every database update you are ready to commit, you make a change script (using RedGate or another tool). When you build to production, Tarantino checks if the script has been run on the database (it adds a table to your database to keep track). If not, the script is run. It takes all the manual work (read: human error) out of managing database versions.
I've heard good things about iBATIS 3 Schema Migrations System:
User Guide: http://svn.apache.org/repos/asf/ibatis/java/ibatis-3/trunk/doc/en/iBATIS-3-Migrations.pdf
As Pat said, use liquibase. Especially when you have several developers with their own dev databases
making changes that will become part of the production database.
If there's only one dev, as on one project I'm on now(ha), I just commit the schema changes as SQL text files into a CVS repo, which I check out in batches on the production server when the code changes go in.
But liquibase is better organized than that!

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