Chartio in Brief
Anonymous | TrustRadius Reviewer
January 15, 2015

Chartio in Brief

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Chartio

Our ultimate goal is to place reporting into the hands of our employees. We want to dispense with having a single team in charge of writing reports across the entire company. What Chartio has allowed us to do is put a user interface in front of all of our teams, across the company, and have them easily create or monitor data that is appropriate for their individual goals.
  • Clean data representation. Once built, the charts and dashboards are very pleasing to look at and easy to understand.
  • Great customer service. If there is ever something that I realize I need, but the product doesn't have yet, I can contact Chartio directly and they usually implement a solution for my particular need.
  • The data transformation steps while writing charts are very useful. You can reorder and rename columns, pivot your data, add extra filters or groups, etc. What is really helpful is that you can preview your data as you're transforming it.
  • 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.
  • Crystal Reports
We have an older version of Crystal Reports that just hung around as the company grew. Now that we have more users, it's not feasible to continue with the limited Crystal experts that we have in order to get reporting out across the entire company. What we were aiming for was a product that you could sit a regular user in front of and have them create their own charts with minimal help. The flow of the product allows for someone who has never seen the interface before to get what they need in a short amount of time. We weren't experiencing that with Crystal Reports.
Chartio allows the creation of teams. This means that you can create dashboards specifically for a department, put all of those employee email addresses in one list, and give them access to exactly what they need. It's very useful to have that transparency and ease of access. We have been very happy with the improvements that Chartio has made and expect there to be many more in the near future.
We haven't done a full roll-out just yet so there are only a limited number utilizing the product right now. Our plan is to allow access for all departments company wide as well as some external users for specific partners. Currently we have between 25-50 users, but expect to expand that number very soon.
We connect with Amazon Redshift, Google Analytics, Salesforce, and also upload csv files as data sources. So far this process has been very simple, straightforward, and pain-free. Schema refreshes are done at your discretion and previous changes are saved (this wasn't always the case and now it's wonderful). The connections are real time.
There are currently 14 different chart types to choose from. This will cover most of your reporting needs as there are table, bar, pie, and line graph options. When a new chart is created, it is added to your dashboard of choice where you can then modify the size and location. There are different themes to choose from and you can design your own. There are options to add dividers and global filters. Overall, the design is pleasing and professional.
You can schedule dashboards to be distributed, but the only time it will recognize is UTC. This is mildly annoying. The only format options are CSV and PDF. If there are global filters on your dashboard then those filters will not retain your last visit to the page and will most likely send you a blank report.

This product is well suited for end users that don't want to get too in depth with reporting. The interface is simple and the default filter options are sufficient for a general report.

Example: Total Sum of Net Sales for all products sold in X State between dates X and X. If the need is for a more complex query, then there is the Custom Query option. This would be something that an administrator would have to police as having users writing their own queries could get really messy really fast.

I suppose the key questions to ask would be:

Do you need a product that will... display all relevant charts/reports in one consistent place? ... be simple for an end user to navigate? web-based and remotely accessed?