Chartio (discontinued) vs. Phocas Business Intelligence

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

If you would like your data in one place with easy access, this is the software for you. You can have data from multiple systems and bring it into one view so that you have a quick and easily visible dashboard for the data you wish to see.

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.

• Custom reports are simple to create.
• The ability to manage users and their dashboards is solid.
• Easy to navigate web interface makes the software accessible from anywhere.

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.

• Phocas needs to make it easier to connect to different types of databases.
• The data in Phocas needs to be updated faster in some cases.
• It needs to provide functions to create better charts and graphs.

Incentivized

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.

It is a very user-friendly product and is easy to understand. You can get your data from just a quick click and the dashboard loads. You can take the data and drill down easy to find what you are looking for.

Incentivized

Support is responsive. You log a call and they will respond quickly and resolve your issues. We have only had great experiences with the support team.

Incentivized

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)

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

Phocas is easy to use for end users and can be used on desktops, laptops, and phones.

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.

• It has given our business a view on data
• We can access it from anywhere
• You can have multiple dashboards for different information

Incentivized