Best Self-Service BI Tools Of 2024

Tableau Desktop is a BI solution for data visualization, dashboarding and location analysis. In online reviews, users said they found its drag-and-drop charting a boon for creating charts and maps. Regarding customization, many users praised the platform for its various labeling and design options.

I recently tried the Tableau Desktop 2024.1.3 version. The trial is only for 14 days and is enough for a sneak peek into Tableau’s dashboarding and data storytelling capabilities. For more straightforward use cases, Tableau is incredibly user-friendly and fast. Creating a new sheet gives you a canvas to create a visualization. Once you have the required sheets, combining them into a dashboard view is straightforward — select and add.

My dataset included healthcare data, including details of patients, their hospital visits and insurance payer details. One use case was to find the total claim settlement amount. I dragged the Total Claims Cost and Payer fields to the column and row shelves, and Tableau gave me a bar graph. The toolbar had single-click options for sorting data from increasing to decreasing values or the other way around.

To view the number of encounters by payer, I dragged the Payer field to the row shelf and used the SUM(ROW_COUNT()) function on the column shelf. The chart popped up with more visualization and layout options.

I wanted an interactive filter to view the average claim cost by birthdate. I dragged the Birthdate field to the Filters shelf and right-clicked on it to set the end date as October 22, 1961. Selecting Show Filter added a slider conveniently to the right of my visualization. I could see the data for people born before October 22, 1961, and if required, I could change the end date.

Another use case would be viewing the data by the type of hospital visits — how many people were inpatients, outpatients or those who needed emergency care. I dragged and dropped the Total Claims Cost and Payer fields into columns and rows, respectively. Similarly, I dropped Encounterclass into the Filters shelf and clicked on Show Filter to enable a checkbox on the screen. It had all the categories of visits, giving users the option to select the desired views.

One-fourth of the users discussing adoption said there was a steep learning curve. Tableau relies on Python and R scripts for statistics in its visualizations. It's where the named licenses can prove to be a blessing, as you can opt to train upcoming Creators and Explorers. We recommend factoring in training if you want to hit the ground running.

Some reviewers felt discounted packages for business editions should be available, similar to the free student licenses. At $70 per user, the Creator license can seem costly when compared to Power BI ($9.99 per user) and Qlik Sense ($30 per user).

Here's the good news, though. Its built-in user management acts as a permissions layer for your organization - users can only access the relevant content. Plus, an organization will have very few Creators and a greater number of Viewers and Explorers, and the license fee reduces from Creator to Explorer to Viewer.

We recommend opting for a wise license combination to get the most out of the product.

On the upside, the vendor constantly releases new features, the latest one being Einstein CoPilot in beta.

Overall, Tableau is a competitive BI solution, but if the pricing seems inflexible, quite a few other solutions offer live insights and advanced analytics out of the box.

Our researchers ranked products on a whole bunch of features. They include data management, querying and visualization, advanced and embedded analytics, mobile BI, and IoT and location analytics.

In our rankings, Power BI scores 87 for connectivity, leaving behind Tableau, Oracle Analytics and Dundas BI. Robust Microsoft technology is one reason, for sure. Besides, intelligent techniques like DirectQuery and easy data modeling make it popular among users.

In product reviews, some users mentioned a lag when sharing reports from the desktop to the cloud. For me, the platform was a tad slow to start, but otherwise, it stayed performant for my average-sized dataset.

When dealing with sales data, total sales, the top-performing products, seasonality and period trends are common queries. Creating a sales KPI report in Power BI was an excellent way for me to answer them. My CSV files included sales, calendar, products and store data.

Connecting to sources is straightforward with Get Data on the home screen and toolbar. Once I had pulled in the data, I clicked on Transform Data and opened the Power Query editor. It automatically detects the data type for strings and numbers but can get confused with dates and currency, which it marks as text. It involved some manual wrangling, but I had it sorted in no time. Read my article on KPI Reports to learn how I did it.

But I wouldn’t call it a deal-breaker as it’s not a tedious task. I had the same experience with Qlik Sense, but Tableau was way better as it recognizes seven data types — string, number, date, date and time, boolean, geographic and cluster values.

Tracking sales over periods required a greater level of detail, so I added new columns to the calendar data — start of month and start of week. Column statistics were immensely helpful in identifying unique, distinct and null values and correcting incomplete records. Clicking on the number of products selling at a particular price allowed me to see which toys sold at that price.

Creating a relational data model by defining primary keys is a manual process and seems dated once you’ve used Qlik Sense. Adding calculated measures is where DAX shows its magic. For data workers well-versed with SQL, DAX is a ready-to-go tool they’ll be glad to have in their corner.

Creating visualizations wasn’t as intuitive as Tableau as it involved drag-and-drop onto the canvas, and frankly, I felt like I was flying blind. I didn’t feel that way with Tableau, and it’s slicker.

Power BI offers a paintbrush tool that lets you define the layout, the card arrangement and the maximum number of cards. You can define the canvas settings, background and headers and determine the filter pane settings. It took me longer to create a dashboard from scratch than it took in Tableau.

Some users found the pricing structure too complex. While using Azure data in Power BI for basic queries is free, costs can add up when you go for text and sentiment analysis. With Microsoft Fabric, the pricing complexity is set to rise. Though Power BI is available separately too, you’ll need to rely on Fabric to manage users, licenses and other administrative tasks.

About 31% of the users mentioning cost complained about onboarding difficulties, possibly because DAX introduces the complexity of learning syntax. It can daunt non-technical users initially, but guided formulas can make the task easier. That said, I agree with the majority of user reviews that training will speed up onboarding and help your team maximize the investment.

Overall, Power BI has many powerful features and will give you value for your money. If you’re not a Microsoft user yet, it’s worth checking out for the baked-in vendor technologies like Azure and SSAS. If you are an MS user, Power BI might be a no-brainer, though be prepared to shell out a little extra for advanced functionality and additional modules.

MicroStrategy is a patchwork quilt of products on the web, desktop and mobile. There’s MicroStrategy Library where you can access published content and Auto Express for dashboarding and bot creation. Anyone with basic data skills can feed information to a bot and gain insights in seconds.

You don’t need a credit card to sign up for the free trial, but you won’t be able to publish content to the server without a paid upgrade. As for choosing which edition to use, there’s the web and the desktop instance. Which one will suit you? Maybe both?

MicroStrategy Workstation is for developers and data analysts and is more robust for manipulating data. It provides administrative control, even when offline, and helps prototype content before it goes live. Combining multiple visualizations on a single page provided me with more context for the same data.

On the other hand, the Workstation version lacks the same level of natural language processing as the web version.

MicroStrategy Web is for delivering content to your clients. Being online, it’s open to seamless upgrades and customization, and identity management and collaboration are built in. If you have a small organization, the web version might suffice, but you might want to consider going for both if you deal with large data volumes.

Metadata mapping was immensely useful to me when designing a bot using MicroStrategy Auto Express. All I needed to do was feed it the data, and it generated a slew of questions I might want to ask.

With a semantic layer, Microstrategy is among the BI tools that work best with large data warehouses. If you’ve just started in business or haven’t got large data volumes yet, you might want to consider a simpler tool.

An oft-repeated sentiment in user reviews was that this motley crew of products — web, desktop and mobile — didn’t always sync. The vendor positions MicroStrategy One as a unified solution that’ll, hopefully, eliminate these annoyances.

On the flip side, quite a few users said it could be clunky for inexperienced users. Also, some reviewers said it slowed on occasion. Most people said the solution was expensive and found its learning curve quite steep.

In summary, MicroStrategy is worth considering, especially if you’re a medium or large-sized company looking for a web reporting tool with a user-friendly interface.