(This is a multipart series about how to evaluate and select the right BI tool for you and your team. To see the entire outline of the series and a framework for how to evaluate a BI tool, see How to Select the Best BI Tool for You.)
Like shopping for a car or a new electronic device, there are likely a lot of features that the average Jane won’t need. We aim to cover the breadth of features that the top tools and analysts in the market are talking about.
It’s important to focus on what’s right for you and your use case. We recommend buyers be careful to not let features creep onto their “Want to have” or “Mission critical” lists when doing your research. It can be really easy to learn about a cool feature and then think about all the cool and creative ways you could use it. Curiosity and creativity is to be human.
Remember: You started shopping to fill a specific need. Keep that front and center as you research while getting educated on other cool features and how you may use them after your initial set of requirements are delivered.
Here are the top embedded analytics features of BI Tools to consider as part of your evaluation.
1. Background Processing
The solution should be able to run invisibly in the background to provide data values to the embedding application.
2. Embedded Analytics
The solution provides analytics capabilities within the context of an embedding application. It integrates capabilities such as interactive dashboards, reporting, data analysis, and more into the embedding application.
3. Embedded Multi-tenancy
The solution treats the customers (or group of users) of the embedding application as "tenants" and provides a built-in multi-tenancy feature to maintain separation of data between the tenants. This requirement is achieved by various methodologies like workspace-based isolation or creating a separate workspace for each tenant.
4. Integrated Workflow Actions
The solution supports configuring workflow actions to allow triggering a workflow in the embedding application directly from its embedded BI context.
5. Secure Write-backs
The solution supports securely updating multiple data sources in real-time by initiating backend processes in the embedding application, from within the analytic context, and thus allowing users to directly update the embedding application's data in the same context as their analysis.
6. White Labeling
The solution can be white-labeled and customized to match the look and feel of the embedding application.
This is fairly simple and most BI tools on the market support this.
Follow the links above to read more about core functional requirements of a BI and analytics tool.
Did we miss something? Drop us a line and we’ll see about getting it added.
Need help with your BI tool selection? Book a call with us and we’ll see if we can help. If we can point you in the right direction with a short phone call, great! If you’d like to hire us to do an evaluation and selection for you, contact us and we’ll make a selection together.