Dundas BI Version 5, Meeting all your dashboard needs with a smile
May 09, 2018

Dundas BI Version 5, Meeting all your dashboard needs with a smile

James Davis | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Dundas BI

When I got to this company they had Dundas BI but it was not being fully utilized. I was brought in to solve that issue. The company has lots of useful data that just was not being utilized in a good manner.
We, of course, have some executive financial and Human Resource dashboards. Since I have come along I have added a Board of Directors Quarterly reporting dashboard, an HR Turnover, Labor Utilization set of dashboards that have been broadening out to answer even more reporting needs, one that tracks the status of delivery orders, and an overall main project overview.
I also created inventory abbreviations lookup table.
Our company is getting more exposed to what Dundas can do as I add more dashboards, they are now asking "can Dundas do this for us instead of trying to assemble the data themselves."
  • 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.
  • Setting up security is easy but reviewing it later could be made easier.
  • Dashboard templates - tried to use them but I do not design mine to fit in a box.
They have way more than I use. The ones I use are MS SQL Server (Database and Data Warehouse), SharePoint, Excel.
I have not fully utilized the share capabilities of Dundas as of yet. We do have some download table as Excel file being used (there was an issue but talked with support and found out it was already being work on as a fix in next release, we got it and now it works great). The other share is download chart as a picture so they can put it in Powerpoint (they do that instead of download as Powerpoint so they can insert a picture into our Powerpoint template slide that has the company logo and title area). I gave it a 9 only because you have to learn what some of the options do in the download process they all are not 100% intuitive, at least to me.
I have as yet come across something that it is not well suited for. I also did not find it that hard to learn how to use. They have two good way to get help if you get stuck on something a user forum and support staff that will help you get done what you are trying to do.

Dundas BI Feature Ratings

Pixel Perfect reports
9
Customizable dashboards
10
Report Formatting Templates
9
Drill-down analysis
10
Formatting capabilities
10
Integration with R or other statistical packages
10
Report sharing and collaboration
10
Publish to Web
10
Publish to PDF
10
Report Versioning
Not Rated
Report Delivery Scheduling
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
9
Location Analytics / Geographic Visualization
9
Predictive Analytics
9
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Responsive Design for Web Access
8
Dashboard / Report / Visualization Interactivity on Mobile
8