Skip to main content

With so many different self-service BI tools available, figuring out which is right for you is tough. You know you want to make data analysis more accessible and user-friendly for your whole team but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different self-service BI software with various teams and data sets, with my picks of the best self-service BI tools.

What Are Self-Service BI Tools?

Self-service BI (Business Intelligence) tools are software applications that enable non-technical users to access, analyze, and visualize data independently, without needing specialized skills in data analytics. These tools offer a user-friendly interface, data visualization capabilities, and drag-and-drop functionalities for report creation and analysis. They integrate various data sources and provide real-time data access, allowing users across an organization to perform their own data analysis and reporting.

The benefits of self-service BI tools include empowering business users to conduct data analysis, which fosters a data-driven culture within the organization. They reduce reliance on IT departments for routine data queries and report generation, leading to faster and more efficient decision-making processes. By enhancing data literacy among employees, these tools improve overall understanding and use of data in business operations. Additionally, self-service BI tools facilitate collaboration through easy sharing of insights and reports, and they offer cost savings by streamlining traditional BI processes.

Overviews Of The 10 Best Self-Service BI Tools

Are you ready to learn more about why each of these self-service business intelligence tools made my list? Read each overview for a tool summary, a list of outstanding features, an overview of pricing and trial offers, and a few pros and cons that can help you narrow down your options.

Best for extensive data integration

  • 30-day free trial
  • From $24/user/month (billed annually)
Visit Website
Rating: 4.2/5

Zoho Analytics is a self-service business intelligence (BI) and data analytics software. It allows users to analyze their data, create data visualizations, and discover hidden insights quickly. The platform allows users to create dashboards and analyze data, facilitating smarter decision-making.

Why I picked Zoho Analytics: It offers extensive data integration, supporting a wide range of data sources, including files, databases, and various Zoho applications, making it a versatile tool for data analysis. It also includes a drag-and-drop interface, which simplifies the process of creating reports and dashboards. This feature is particularly beneficial for users with limited technical expertise. 

Zoho Analytics Standout Features and Integrations

Standout features include various visual views like charts, pivot tables, and summary views, advanced analytics like trend analysis, forecasting, and regression, and an AI-powered assistant, Zia that offers natural language query capabilities for users to ask questions and receive insights without manual data manipulation.

Integrations include Zoho CRM, Microsoft Dynamics CRM, Salesforce CRM, HubSpot CRM, Google Ads, Google Analytics 4 (GA4), Jotform, Infraspeak, Repsly, VanillaSoft, ClickUp, WordPress, Podio, and Google Forms.

Pros and cons

Pros:

  • Live, customizable dashboards
  • Excellent visual representation of data
  • Can integrate with many data sources, including on-premise systems

Cons:

  • Mobile app sometimes has delayed notifications
  • Potential learning curve when customizing dashboards

Best for upskilling employees in BI development

  • 30-day free trial
  • From $433/user/month (billed annually)
Visit Website
Rating: 4.5/5

This cloud-based BI tool offers you the chance to automate every part of your analytics, from data prep to data science. Alteryx provides access to any data type or source, allowing you to blend all information through an intuitive drag-and-drop interface. This platform provides both no-code and low-code processes.

Why I picked Alteryx: What I really like about this platform is the focus on accelerating the time to value of BI tools by helping your team learn as much as possible about the program in the shortest amount of time. Whether it’s through built-in best practices, a learning program, or solutions shared by the Alteryx community, you have the tools to optimize implementation.

Alteryx Standout Features and Integrations

Standout features include automated machine learning with no coding required for non-technical users and data storytelling that explains insights in simple, clear language.

Integrations include Adobe Analytics, CARTO, DataRobot, Immuta, Microsoft Azure, Oracle, Syniti Matching, Tableau, UiPath, and Veritone Automate Studio.

Pros and cons

Pros:

  • Academy and learning tools for new users
  • Comprehensive feature list
  • The interface is very easy to use

Cons:

  • Platform is pretty high priced
  • Can be slow with a bad internet connection

Best for accessing insights in real time

  • Free trial + free demo available
  • Pricing upon request
Visit Website
Rating: 4.4/5

With its self-service reporting and analytics features, Domo can multiply the impact of analytics on your business by getting everyone involved with this cloud-native platform. It goes beyond traditional BI to make data more visible, actionable, and user-friendly through intuitive dashboards and apps, helping you optimize business processes at scale.

Why I picked Domo: While this should be an industry standard, this tool caught my eye because it prioritizes the shift from static data to real-time data with automated reporting that constantly gets fed a stream of fresh information to ensure accuracy no matter when or where you’re looking at your reporting.

Domo Standout Features and Integrations

Standout features include drag-and-drop ETL tools that make it easier to pull data from multiple sources and automated report scheduling to send updates to key stakeholders.

Integrations include Basecamp, DocuSign, Dropbox Business, GitHub, Google Analytics 365, Google Drive, Mailchimp, Microsoft Excel, SurveyMonkey, and Trello.

Pros and cons

Pros:

  • Customizable user interface
  • OOB connector is simple to use
  • Easy to build visualizations

Cons:

  • Non-technical customer support
  • No ability to link data sets

Best for delivering trusted data experiences from the cloud of your choice

  • 30-day free trial
  • From $5,000/month
Visit Website
Rating: 4.4/5

Now a part of Google Cloud, Looker is a BI platform that strives to ensure an intuitive approach of data exploration to end users. With the web-based interface, Looker enables you to build and share reports so that your organization can develop insight-powered workflows.

Why I picked Looker: This tool seemed to be particularly valuable for its close association with Google. The platform is built on Google Cloud infrastructure and is available as a service to integrate with any existing cloud portfolio in the Google Cloud console to ensure you have an accessible place to start and manage Looker instances.

Looker Standout Features and Integrations

Standout features include LookML that creates SQL queries on behalf of users and Looker Studio that connects you to a semantic model for analysis, exploration, and visualization.

Integrations include Asana, Dropbox Business, Google Analytics 360, Google Workspace, HubSpot, Mailchimp, Microsoft Excel, Rippling, Salesforce, and Slack.

Pros and cons

Pros:

  • Free tools are available
  • Intuitive navigation and learning process
  • User-friendly design and interface

Cons:

  • Mostly online support through forums and FAQs
  • Delayed performance for large data sets

Best for accessing auto SQL generation

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 4.2/5

This self-service BI platform is built to ensure you can make faster business decisions with tools that help explore data and share insights in minutes. With intuitive visualizations, mobile accessibility, unlimited data sources, and drag-and-drop functionality, anyone in your organization can analyze and showcase relevant metrics with versatile reporting tools.

Why I picked MicroStrategy: I chose this platform because it offers an easier way to query your data. Instead of dealing with SQL complexity, MicroStrategy can automatically generate accurate SQL queries to answer business questions. This feature uses natural language processing to translate plain text into SQL for you.

MicroStrategy Standout Features and Integrations

Standout features include versatile data connectors that can ensure you have access to unlimited sources and AI-powered chatbot that can help explain the data they’re seeing to your team.

Integrations include Amazon Redshift, Cloudera, databricks, Google, Microsoft 365, Microsoft Excel, MongoDB, Salesforce, Snowflake, and Vibe.

Pros and cons

Pros:

  • Flexible and robust BI tool
  • Intuitive navigation and interface
  • Easy to understand tools

Cons:

  • Costs can be higher than average
  • Older interface designed years ago

Best for an AI assistant that’s powered by GPT-4

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 4.3/5

This web-based, AI-powered BI software is designed to prioritize self-service for data analysts, category managers, and market researchers through the use of artificial intelligence and machine learning techniques. These tools come from the proprietary RocketBots that scan and learn from your existing data to present you with new discoveries.

Why I picked AnswerRocket: I chose this platform for my list because of Max, AnswerRocket’s AI assistant. This tool has a built-in analytics toolkit that understands your business and data to turn raw information into insightful stories that can help you make faster, smarter business decisions. Chat with Max like you would a coworker, asking questions you need answers to.

AnswerRocket Standout Features and Integrations

Standout features include a natural language interface to explore data using plain English and purpose-built RocketBots that can help you automate analytics for common use cases.

Integrations include Apache Drill, Denodo, Google Analytics, Hive, MariaDB, Oracle, Salesforce, SAP Hana, Spark, and Teradata. 

Pros and cons

Pros:

  • Responsive customer support team
  • Simple to navigate the tools
  • Answers are always easy to understand

Cons:

  • Import features could be improved
  • Not the most intuitive for beginners

Best for augmented consumer and business analyst use cases

  • Free demo available
  • Pricing upon request

Pyramid Analytics, also known as the Pyramid Decision Intelligence Platform, is designed for businesses and individuals to use and scale AI-powered solutions that transform complex data into actionable insights without the need to code. This business data app is ideal for IOT applications and data visualization at an enterprise scale.

Why I picked Pyramid Analtyics: One feature that caught my eye on this platform is the interactive analysis builder. With this tool, you can access six modules to analyze and visualize your data, including point-and-click graphical interface and slice, dice, and drill down for data discoveries.

Pyramid Analytics Standout Features and Integrations

Standout features include out-of-the-box machine learning libraries, R, and Python for training and testing, as well as PYRANA direct query engine for fast performance using any data source.

Integrations include AWS, Azure Synapse Data, CData, Datavard, Exasol, Google BigQuery, Kubernetes, SAP, and Snowflake. 

Pros and cons

Pros:

  • Experienced customer service representatives
  • Simple to set up and implement
  • A very easy tool to use

Cons:

  • No mobile app accessibility
  • Limited integration options

Best for versatile implementation on-premise or in the cloud

  • 30-day free trial available
  • From $162.30/month for up to 10 users

This cloud native BI service is designed to help your organization discover and unlock actionable insights from your data through powerful data preparation and enrichment, as well as data visualization and embedded machine learning. Oracle Analytics Cloud provides on-premise, cloud, and hybrid deployment strategies.

Why I picked Oracle Analytics Cloud: I like this platform because it offers flexible implementation options to meet your needs. While many smaller businesses that can’t afford hardware costs may prefer cloud implementation, enterprise organizations who prefer more control over their data can opt for on-premise deployment.

Oracle Analytics Cloud Standout Features and Integrations

Standout features include machine learning capabilities to surface hidden insights, autonomous data warehouse to optimize analytic workloads, and a mobile app that can learn from your behaviors and make recommendations.

Integrations include Accountagility ORYX, DataTerrain, Espresso, iOS14, Kodiak Hub, Microsoft Azure, Microsoft PowerPoint, Rayven, TSM, and VKS.

Pros and cons

Pros:

  • User-friendly interface design
  • Very accessible with limited coding requirements
  • You need minimal training to use it

Cons:

  • Limited scaling up and down instances
  • Limited customization options

Best for web-based data modeling

  • 30-day free trial available
  • From $10/user/month

As part of the IBM family of business intelligence products, Cognos Analytics is tailored to provide solutions to organizations of all shapes and sizes with standard BI features and advanced solutions, including ad hoc reporting, real-time monitoring, strategy management, performance scorecards, and forecasting. Use this tool to automate workflows and integrations.

Why I picked Cognos Analytics: The reason this platform caught my eye is because of its web-based versatility. With web access on any device, you can more easily upload, join, connect, and model data from a variety of sources using decision trees, predictive forecasting, and AI assistants.

Cognos Analytics Standout Features and Integrations

Standout features include built-in AI to accelerate data prep, automated data exploration to surface hidden insights, and collaboration tools to share data visualizations.

Integrations include CommandCenterHD, eCMS, Husky Intelligence, Key Survey, Limelight, LoginERP, MongoDB, SAP Fieldglass, Slack, and VisualCron.

Pros and cons

Pros:

  • AI-driven data visualization
  • Easy to automate and schedule tasks
  • No need to know SQL

Cons:

  • Performance lag with large data sets
  • Joining data sources can be clunky

Best for acting on data at the point of insight

  • Free trial available
  • From $75/user/month

As an artificial intelligence-driven BI platform, Salesforce Einstein Analytics delivers a feature-rich data visualization and analysis solution with end-to-end capabilities. Utilize the power of AI to analyze billions of data combinations across marketing, service, and sales for smarter, faster decision-making.

Why I picked Einstein Analytics Platform: This tool made my list because it has a feature called Einstein Actions. Now, you can take action more quickly the moment you gain a new insight with built-in functionality for creating tasks, sharing insights, and updating records without having to wait for legacy technology to catch up.

Einstein Analytics Platform Standout Features and Integrations

Standout features include a mobile-first approach that makes Einstein accessible on any device, even smart watches, and contextual dashboards through Tableau to embed visualizations across the platform.

Integrations include Accounting Seed, Conga Grid, Oracle, RollUp Helper, SAP, SurveyMonkey, Tableau, Viostream, Wave, and Whatfix.

Pros and cons

Pros:

  • Friendly and accessible customer support
  • Easy to set up using a “Trailhead”
  • Designed to be versatile across various industries

Cons:

  • Limited data that you can use
  • Requires a limited analytics license
Tool Best For Trial Info Price
1
Zoho Analytics

Zoho Analytics allows users to create their own dashboards that display business metrics and KPIs using a drag-and-drop interface.

Best for extensive data integration

30-day free trial

From $24/user/month (billed annually) Website
2
Alteryx

Alteryx offers you a simple way to cleanse and prep data from a variety of different sources.

Best for upskilling employees in BI development

30-day free trial

From $433/user/month (billed annually) Website
3
Domo

Domo offers comprehensive real-time data visualizations to provide you with the big picture.

Best for accessing insights in real time

Free trial + free demo available

Pricing upon request Website
4
Looker

Looker makes it easy to build and customize dashboards to track your most important KPIs.

Best for delivering trusted data experiences from the cloud of your choice

30-day free trial

From $5,000/month Website
5
MicroStrategy

MicroStrategy allows you to embed insights into every business app, available on any device.

Best for accessing auto SQL generation

Free demo available

Pricing upon request Website
6
AnswerRocket

AnswerRocket offers an AI assistant named Max to help you understand data better.

Best for an AI assistant that’s powered by GPT-4

Free demo available

Pricing upon request Website
7
Pyramid Analytics

Pyramid Analytics has a drag-and-drop interface to help you build unique charts.

Best for augmented consumer and business analyst use cases

Free demo available

Pricing upon request Website
8
Oracle Analytics Cloud

Oracle Analytics Cloud offers custom image and map layering for unique reports.

Best for versatile implementation on-premise or in the cloud

30-day free trial available

From $162.30/month for up to 10 users Website
9
Cognos Analytics

The Cognos Analytics dashboard can be customized to show you the metrics that truly matter.

Best for web-based data modeling

30-day free trial available

From $10/user/month Website
10
Einstein Analytics Platform

Salesforce Einstein offers a KPI and milestones dashboard for visual tracking of progress.

Best for acting on data at the point of insight

Free trial available

From $75/user/month Website

Other Options

I’m a bit of an overachiever, and I just couldn’t complete this list without at least mentioning these other powerful BI options, including:

  1. Qlik Analytics Platform

    For supporting developers with direct access to the Qlik Associative Engine

  2. Networked BI

    For delivering data as a service (DaaS)

  3. Microsoft Power BI

    For turning data into visualizations using AI

  4. SAP Analytics Cloud

    Advanced analytics tools with smooth access to heterogeneous data sources

  5. Yellowfin BI

    For interactive visualizations and action-based dashboards based on AI-assisted analytics

  6. Tableau Desktop

    For building a data-driven culture with decision-making inspired by analytics

  7. Thoughtspot

    Business intelligence software for an intuitive, Google-like search user interface

  8. TARGIT

    Business intelligence platform with solutions tailored for every industry and platform

  9. Sisense

    Versatile solution for all teams with pro-code, low-code, and no-code options

  10. Sigma Platform

    For GPT-powered self-service analytics that is seamlessly integrated within Sigma

Selection Criteria For Self-Service BI Tools 

Here’s a short summary of the main selection and evaluation criteria I used to develop my list of the best self-service BI tools for this article:

Core Functionality

As a self-service solution, the BI platforms on this list need to have slightly different functionality than more traditional BI solutions, including:

  • Easy-to-use interface to quickly explore, analyze, and build
  • Single source of truth to provide accurate data sets for every need
  • Updates and analysis in real-time for quicker decision-making
  • Limited need to invest in additional hardware for less overhead 

Key Features

To deliver on the core functionalities that I’ve listed above, you’ll see that most of the tools on my list have similar key features, including:

  • Drag-and-drop editing: Instead of needing to code in order to create reports or organize dashboards, your team can simply click to drag the charts and graphs they need and drop them into place.
  • Data visualizations: Visualizations are an essential part of BI tools because they make data more digestible for the layman. Whether it’s graphs, pies, or charts, most of these tools allow you to customize your creations.
  • Data storytelling: Another tool for translating data analysis, this feature interprets complex information as a narrative that adds value to your reports and presentations by highlighting key points for your stakeholders.
  • Predictive analytics: This type of data analytics is based on historical data, using it to forecast future trends in customer behavior, market change, and other potential industry scenarios so you can plan ahead.
  • Dashboards and reporting: To ensure your team isn’t building new reports or customizing dashboards from scratch, BI tools provide editable templates you can embed nearly anywhere.
  • Cloud-based accessibility: This feature is designed to provide expanded accessibility to your team so they can connect to your BI tools on any device from anywhere with an internet connection. You also don’t need to provide on-premise hardware for storage.
  • Data mining capabilities: Specifically built to identify patterns and correlations throughout large volumes of raw data, this feature runs automatically using clustering algorithms and neural networks to unearth new insights.

Usability

Since self-service is the driving motivation behind BI tools, making them as usable as possible is a priority. In addition to drag-and-drop functionality, user-friendly interfaces, and visual data interpretations, most of these tools offer intuitive navigation, guided onboarding, and a knowledgeable customer support team that can get you up and running in no time.

Software Integrations

Since data is king, you’ll need software that can integrate with the other tools in your tech stack, such as your CRM or ERP. Through these integrations, your BI tools can leverage even more data from existing data stores for up-to-date insights. I’ve listed the most popular integrations for each platform above.

Pricing

The cost of self-service BI tools will vary depending on the specific features you need. You can expect to spend anywhere from $75/user/month to $3,000/user/month. Most tools offer monthly subscriptions, but there are some that operate on a yearly subscription or one-time licensing fee.

Basic analytics capabilities with bare-bones functionality are ideal for solo users or small businesses just learning how to use BI. If you’re looking for enhanced features, like machine learning algorithms or natural language processing (NLP), you can expect a much higher price tag.

People Also Ask

If you have a few more questions about BI tools, I can help you learn more with answers to the most commonly asked questions.

What are the benefits of self-service BI tools?

There are a number of benefits to using self-service BI tools, not the least of which is data democratization. Here are a few other benefits for business users:

  • Increased speed: These tools have made it much easier and faster to explore data on your own by leveraging artificial intelligence and no-code functionalities.
  • More accessibility: Cloud-based tools become a single source of truth anyone in your organization can rely on, with compatibility on nearly any device.
  • Fewer manual demands: You can expect tons of automation and machine learning features that cut down on the need for manual data entry and report building.
  • Higher security: BI tools come with built-in security and permissions controls to protect sensitive data from unauthorized access.
  • Scalability: Implementing these tools is pretty easy, even with a limited budget. Most tools can scale with your organization without additional infrastructure investment.

Who uses self-service BI tools?

Many people in your organization may end up using BI tools as part of their job, including:

  • IT Specialists use BI tools to process large data sets and generate reports
  • Data Scientists rely on BI tools to find insights and build predictive models
  • Executives can use BI tools to get an overview of performance and operations
  • Analysts need BI tools to better understand consumer behaviors and market trends
  • Sales Professionals can gain insights into trends to build better sales strategies
  • Marketing Teams can analyze the effectiveness of their campaigns to optimize them

What is business intelligence?

Simply put, business intelligence is the collection of technology and strategies you use to analyze data and manage business information. Some of these tools can be as simple as spreadsheets and reporting software or as complex as OLAP and data mining tools.

If you’re looking for other intelligence platforms to drive revenue operations needs, check out this roundup of my favorite tools:

Next Steps

It may take you some time to sort through the best BI tools for your business, but once you’ve narrowed down your own list, make sure to sign up for those trials and demos to see how these platforms perform in the context of your business.

And if you want consistent updates and insights from the experts, make sure to sign up for the RevOps newsletter to get reports directly to your inbox.

Phil Gray
By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.