Business Analytics.com

self-service business intelligence (self-service BI)

By Scott Robinson

What is self-service business intelligence (self-service BI)?

Self-service business intelligence (BI) is an approach to data analytics that enables business users to access and explore data sets even if they don't have a background in BI or related functions such as data mining and statistical analysis. Self-service BI tools allow users to filter, sort, analyze and visualize data without involving an organization's BI and IT teams.

Organizations implement self-service BI capabilities to make it easier for employees from executives to frontline workers to get useful business insights from the data collected in BI systems. The primary goal is to drive more informed decision-making that results in positive business outcomes, such as increased efficiency, better customer satisfaction and higher revenue and profits.

It's important to note, in implementing these BI capabilities, that while it doesn't take a lot of technical know-how to work with data analytics, it does require that the user have the business knowledge and experience to know what questions to ask, how to act on the answers, and, perhaps most importantly, what questions to ask next.

What's the difference between self-service BI and traditional BI?

With traditional BI tools and processes, the BI team or IT does the data analysis work for business users. In this approach, users request new analytical queries, which a BI analyst or other BI professional writes and runs for them. Similarly, users ask for new reports and BI dashboards, typically through a requirements-gathering process initiated by BI staffers.

Once a project is approved -- which can take weeks in some cases -- the BI team prepares the required data or, if necessary, works with IT to extract it from source systems, transform and cleanse it, and load it into a data warehouse or other data store. The BI team then creates queries to produce the requested analytics results and designs a dashboard or report to display the information.

Conversely, a self-service BI environment enables business analysts, executives and other users to run queries themselves and create their own data visualizations, dashboards and reports. Because some of those users may not be tech savvy, it's imperative that the user interface in self-service analytics software be intuitive and easy to use. But self-service BI systems should meet the needs of both casual users, who may only want to view data, and power users with more technical skills.

Training should be done to help self-service users understand what data is available and how it can be queried and used to make data-driven business decisions. In many cases, the members of the BI team also support users as needed on an ongoing basis and promote BI best practices throughout the organization.

What are the benefits of self-service BI?

The expanded data access and analytics capabilities that self-service BI provides can benefit businesses in a variety of ways. The potential benefits include the following:

What are the challenges of self-service BI?

Self-service BI deployments also pose various challenges for organizations. The hurdles and roadblocks to a successful self-service initiative include the following:

To avoid or overcome such challenges, an organization must start with a well-planned BI strategy, including a solid BI architecture that establishes technology and governance standards. Those foundational elements can help ensure that the organization has the right data sets and the infrastructure to support enterprise-wide use of self-service BI tools.

Additionally, a BI training program should educate workers not only on how to use self-service systems, but also on how to find the business data they need and create effective data visualizations, dashboards and reports. Meanwhile, the data governance policy should define key data quality metrics; data management, access and usage policies; procedures for sharing reports and dashboards; and how data security and privacy protections will be maintained.

Examples of self-service BI tools

Qlik, Tableau and Tibco were among the first vendors of self-service BI and data visualization tools. Now, software vendors that once offered traditional BI tools for skilled analysts also provide self-service products. In fact, research firm Gartner characterizes a modern analytics and BI platform as a set of easy-to-use tools that support the full data analysis workflow with an emphasis on self-service capabilities and augmented analytics features designed to help users find, prepare and analyze data.

Today's self-service BI platform providers include the following:

Salesforce, which acquired Tableau in 2019, also offered its own BI software, but that's now integrated into the Tableau product line. Information Builders was a notable BI vendor, too, before Tibco bought the company in early 2021.

Ease of use, sophistication and features differ for each vendor's self-service BI tools. For example, some platforms might be primarily used for simple dashboards and visualizations rather than more complicated data analysis and associated tasks, such as self-service data preparation, data discovery and interactive visual exploration.

Common features of self-service BI tools

Self-service BI software's core features include ad hoc query, data visualization, dashboard design and report generation capabilities. The software can be used as a relatively simple self-service reporting tool by executives and operational workers who only need to see specific information, while more advanced users can take advantage of its querying and design features to share analytics results with others.

Self-service tools also offer various other features, either as standard items or optional add-ons. Some of those items include the following:

Self-service BI trends to watch

Augmented analytics technologies are increasingly becoming core components of self-service BI platforms. They include natural language querying capabilities that eliminate the need to write queries in SQL or other programming languages, as well as artificial intelligence and machine learning algorithms that can identify relevant data, explain the meaning of data elements, automate the data preparation process and suggest appropriate types of data visualizations.

Other notable trends include the rollout of low-code and no-code development tools by vendors to simplify the process of creating BI applications, plus the addition of support for multi-cloud environments to BI platforms.

The Business Application Research Center (BARC), an analyst firm that primarily focuses on BI and data management software, surveyed more than 1,800 users, consultants and vendors who ranked self-service BI fifth on a list of the most important BI trends. Data discovery and visualization and establishing a data-driven culture -- both closely related to self-service BI -- were No. 2 and No. 3, according to BARC's "Data, BI & Analytics Trend Monitor 2023" report. Data quality and master data management was first on the list, while data governance was fourth.

Learn about the different types of business intelligence tools and key features to examine.

09 Nov 2023

All Rights Reserved, Copyright 2010 - 2024, TechTarget | Read our Privacy Statement