The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and technology. Integrating over 800 data sources across asset classes and markets, it consolidates crucial insights and elevates decision-making. Its AI-powered tools include smart search and chat features. The workstation simplifies complex workflows, enabling users to uncover insights quickly and improve collaboration. From research and portfolio…
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Microsoft BI (MSBI)
Score8.5 out of 10
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Microsoft BI is a business intelligence product used for data analysis and generating reports on server-based data. It features unlimited data analysis capacity with its reporting engine, SQL Server Reporting Services alongside ETL, master data management, and data cleansing.
FactSet works for all my IR needs. I do not see a function for which I use it for that it would be less appropriate. I believe that the tool's efforts towards becoming more integrated with AI are strong and that in time the Mercury offering will be just as competitive as some of the other AI offerings out there today such as AlphaSense
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Microsoft BI has a lot of features and is a very powerful tool, especially if you have folks on your team that know how to utilize all of its capabilities. To truly unlock all that it can do, it does require people to have a deep understanding of its capabilities. That's where the software really shines. If you are looking for a simpler, more basic reporting tool, there are other programs available that do not require such a steep learning curve.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The user interface on stock monitor needs work - sometimes I wish to clone the same fields to another tab/watchlist and it appears the best way to do so is recreate it form scratch
transcript to be more timely and more accurate
on the consensus financial forecast tab, have more segment breakouts like Visible Alpha
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We need the FactSet data and capabilities to complete 75% of the financial analyses that we complete for both internal and external purposes. It is invaluable and I am not aware of any other provider that would be able to fill this gap that FactSet does
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Microsoft BI is fundamental to our suite of BI applications. That being said, Northcraft Analytics is focused on delighting our customers, so if the underlying factors of our decision change, we would choose to re-write our BI applications on a different stack. Luckily, mathematics are the fundamental IP of our technology... and is portable across all BI platforms for the foreseeable future.
It does everything I need. It is pretty user friendly and easy to work with whatever technology interface I am using (desk top, notebook, tablet, or mobile phone). I am able to get work done whether I am in the office, at home, or traveling. The user up time is very good. They are rarely doing maintenance when I need to use the platform
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The Microsoft BI tools have great usability for both developers and end users alike. For developers familiar with Visual Studio, there is little learning curve. For those not, the single Visual Studio IDE means not having to learn separate tools for each component. For end-users, the web interface for SSRS is simple to navigate with intuitive controls. For ad-hoc analysis, Excel can connect directly to SSAS and provide a pivot table like experience which is familiar to many users. For database development, there is beginning to be some confusion, as there are now three tool choices (VS, SSMS, Azure Data Studio) for developers. I would like to see Azure Data Studio become the superset of SSMS and eventually supplant it.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
SQL Server Reporting Services (SSRS) can drag at times. We created two report servers and placed them under an F5 load balancer. This configuration has worked well. We have seen sluggish performance at times due to the Windows Firewall.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
MSBI natively has a site that allows you to vote on user enhancements and bug fixes. This allows the largest nagging issues to float to the top and the development team can prioritize accordingly. As mentioned earlier, the large community base of MSBI developers assist technical resources in handling technical questions.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I have used on-line training from Microsoft and from Pragmatic Works. I would recommend Pragmatic Works as the best way to get up to speed quickly, and then use the Microsoft on-line training to deep dive into specific features that you need to get depth with.
We are a consulting firm and as such our best resources are always billing on client projects. Our internal implementation has weaknesses, but that's true for any company like ours. My rating is based on the product's ease of implementation.
Product is magnitudes more affordable and provides 80% of the functionality that Bloomberg has and is working to build out the remaining. The workstation is more user friendly than bloomberg but still not perfect. Not as robust as a Bloomberg Terminal and doesn't have the chat/trading features.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We have used the built in ConnectWise Manager reports and custom reports. The reports provide static data. PowerBI shows us live data we can drill down into and easily adjust parameters. It's much more useful than a static PDF report.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
As a SaaS provider we see being able to provide self-service BI to our client users as a competitive advantage. In fact the MSSQL enabled BI is a contributing factor to many winning RFPs we have done for prospective client organisations.
However MSSQL BI requires extensive knowledge and skills to design and develop data warehouses & data models as a foundation to support business analysts and users to interrogate data effectively and efficiently. Often times we find having strong in-house MSSQL expertise is a bless.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
