Chartio (discontinued) vs. Logi Symphony

Chartio is a great tool for building presentable dashboards. It can export, you can add read-only access, and it has permissions levels by dashboard for users. There are other data analysis tools that help to analyze the data, but few allow for such a nice presentation

For all the scenarios I have so far worked on or I am currently working on, Dundas BI has proved to be more than adequate and apt to handle all of those. It is a very easy-to-use tool with quick shortcuts enabling you to prepare ad-hoc reports or dashboards in a matter of minutes.

Incentivized

• Direct linkage to our databases. Abstracts away the visualization layer so we can focus on the data and the queries.
• Host of graphs and tools that permits all types of data visualizations.
• Haven't quite used this yet, but there is a new embedding feature that will be very helpful so that we can embed the charts into a company central dash.

• Project organization from Development to Production, you get a production and development license but I think the best way to do it is with DEV and Prod project in the Production box. Use the development box for testing updates and really crazy things. With the Dev and Prod projects on the same box, you just publish from Dev to Prod and you are done. Users only have access to the Prod projects so no one can mess up what you are working on.
• Security - If you have a hierarchy (subsidiaries, divisions, department, teams) and you want each group to see only their data, then Security hierarchies are for you!
• Dependent filters! What's this you ask? Here is an example of how it can be used, in your company you have departments and who works for what department is in your database. You make a dashboard that has a department filter (only show these departments), a managers filter, and employee filter. Not every manager or employee is in multiple departments usually only one. With dependent filters you can say that the manager and employee filter are dependent on what is selected in the departments filter so when you go to filter them they only show the managers or employees that are part of that department, and you can even it do so employees are not only dependent on department but on manager as well. Then it gets even better as it can be done in reverse as well so when you select a manager then go to the department it only shows the departments he works for (there are better situations where this is more useful).
• It is scriptable! From calculate columns, null replacements, button actions, load actions, hover over events there a way to do what you want.
• They are constantly improving and listens to your suggestions.

Incentivized

• There is not a last full month date range option. You can still get the range that you need, but the dashboards will have to be manually updated to exclusively display one whole month.
• When building a chart, the area which displays your tables and fields is finite. You can't adjust the size to make it easier to see. They do allow a mouse-over to see the entire name of your table/field, but I would prefer to adjust the width.
• Once you modify a query in the Custom Query tab, there doesn't seem to be a way to go back to using the U.I.

• Not too many cons for how we use the application. It really is easy and powerful. Very powerful.
• Licensing is one thing that could be looked into. It is simple, but a little confusing. For example, if I get a license today, but a new release comes out tomorrow, it seems that the license doesn't work with the new release. Maybe that is by design, but it would be nice to clearly understand.

Great customer support: You will receive an answer by email usually within 20-30 minutes. Not only that but our CSMs for Chartio go out of their way to help, they have even created charts for some of the less experienced users that wanted an example to work from. We have had nothing but great experiences with this team.

Incentivized

I really like using Chartio. I use it on a daily basis for pulling data from different sources and combining data (the explore tab was a great idea for this use). I think I would give it 8/10 because there needs to be more documentation or maybe blog posts about things people are doing with it. I only have my own ideas about what to do /how to graph things. I know there are some articles, but it would be awesome to have a section on the neat dashboards people are building or how they show data in different ways. Another complaint is how much time it takes to load. I know our databases aren't set up precisely for Chartio and I have been creating data stores. But the data stores have so many more limitations that adds a whole new layer of frustration. Love the product, keep up the good work and the fast fixes.

We are still in the implementation phase, but so far we are finding it to be easy to use and learn. The eLearning courses that they have made available for free, as well as User Forums and other training videos have made even difficult concepts easier to understand.

We have bi-weekly calls with our Success Manager, as well as access to support as needed. Any question that I have had, multiple people have been willing and able to jump on a call to talk me through it, or send an email with the solution

I use self learning materials. Pretty helpful. I find myself having to go back to the "drilldown" instructions though, and have a hard time finding hidden variables on a dashboard, so perhaps there is room for intuitive improvements (or maybe I'm just being lazy)

Providing that you have the client's needs well known, creating BI content using Dundas BI is a walk in the park!

Chartio so far has been the easiest BI tool to setup and has also been the most affordable. There are some other, great, BI tools out there but they were a bit to heavy handed for what we needed. Also - despite the high cost per user in Chartio, the other tools were still more expensive.

Incentivized

Per dollar spent, it offers the widest range of features of the tools that we evaluated. It offers lots of options for how to configure your environment, though they are not always intuitive to figure out. Having an ETL layer was a must have for us, as well as the ability to host to secure HIPAA compliance. It is not a replacement for ad hoc reporting, but does a great job of creating parameterized reports and dashboards that look great.

Incentivized

Chartio has worked well as our datawarehouse has rapidly expanded, and the usability/performance hasn't seemed to have suffered. What we haven't yet realized is additional savings from additional users. We have some dashboard needs for users who truly just view of a few charts, and the licensing structure hasn't yet been structured in a way that would support that type of approach...having 50 "core" licenses, and then potentially several hundred view only licenses for partners that would use the application infrequently.

• Coming from an SQL based standard delivery model, Dundas BI has provided a fantastic rate of ROI.
• The preparation and delivery time has reduced from weeks to just a few hours.

Incentivized