2022-01-24T21:04:00Z
Frank Bianchi - PeerSpot reviewer
Chief Sales and Marketing Officer at AdminaHealth
  • 6
  • 71

What are the best self-service and Excel-like filtering / display tools?

Hi peers,

Aside from dashboards, there are some use cases that require a fair amount of detailed data, with customizable sort and display fields which can vary by account. 

This is in the insurance, healthcare, benefits space in particular.  

While advanced visualization features help on the dashboard side of the equation, I would like to get the opinion on the best tools for this detailed, customizable Excel-like supporting data that can be offered in a self-service ad hoc or high-volume production environment. 

Please share your thoughts!

Thanks.

6
PeerSpot user
6 Answers
PG
President & CEO at Infosol Inc
Real User
Top 5Leaderboard
2022-01-27T04:27:55Z
Jan 27, 2022

PowerBI and Tableau are great self-service BI data discovery and visualization tools but not the kind of reporting you describe.


I would recommend SAP BusinessObjects Web Intelligence which is widely used for this purpose by many organizations in the insurance/healthcare/benefits space.

Search for a product comparison in BI (Business Intelligence) Tools
AS
Senior Manager at a tech services company with 1-10 employees
Reseller
Top 5Leaderboard
2022-01-25T23:19:43Z
Jan 25, 2022

MS Power BI has many useful "pivot" and "filter" features that are exploited by a number of third party Financal Consolidation and Reporting solutions which have chosen to develop 'data selection and export tools' rather than any unique Dashboarding and/or Graphical capabilities for themselves.


XLCubed provides dimensional modelling capabilities for Excel-connected datasets to enable "slice and dice" as well as "ranking" and "drill through functionalities" dependent upon self-selection requirments of end-Users  running against "live" datasets.


The "how to" product training 3-4min videos together with "hints and tips" are remarkably intuative and simple to understand which make solution learning an enjoyable process. The ability for Users to share Web Reporting templates enables standardisation and effectiveness in either ad-hoc or high production environments.


Importantly, XLCubed Charts and Tables use the 'best practice' visualisation approach of the International Business Communications Standards (IBCS), of which XLCubed are a certified provider. With origins in MS Analysis services XLCubed can now connect to, in addition to MS Power BI, a wide range of data sources TM1, Hana, and many more.

AS
Senior Manager at a tech services company with 1-10 employees
Reseller
Top 5Leaderboard
2022-01-25T09:57:56Z
Jan 25, 2022

XLCubed (now owned by Fluence Technologies Inc) is the market-leading Reporting and Dashboard tool for any Excel-connected data. 


With entry-level pricing and straightforward feature explanations via online training materials, XLCubed can be implemented as either a standalone cloud-based BI tool or as part of today's world-beating Financial Consolidation and Reporting solution.

Deepak Damodarr - PeerSpot reviewer
Data Office Lead at a comms service provider with 501-1,000 employees
Real User
Top 5
2022-11-07T17:11:23Z
Nov 7, 2022

Tabular or matrix view is just a way to visualise raw data. Most popular BI visualisation tools offer both these visuals. Don't let the visuals define the requirement, let the action-driven insights drive the best visuals for a particular use case.

DG
Managing Partner at Data Pine
Vendor
Top 5
2022-01-26T22:33:02Z
Jan 26, 2022

Tableau is perfect for this and comes with around a hundred native connectors and no extra cost is required.

JB
CEO at Finanblue
Real User
2022-01-25T12:34:40Z
Jan 25, 2022

Hi Mr. @Frank Bianchi,


Yes, you can do that but only on Professional or Enterprise Plan. 


Also, you can link to Power BI and generate some different views.

EB
Director of Community at PeerSpot (formerly IT Central Station)
Community Manager
Jan 25, 2022

@Jose Barbosa thanks for your answer. When you have mentioned the Professional and Enterprise plans, which tool/product did you mean? 

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