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How to use: Clone this template, customize it to suit your specific requirements, and send it to the vendor you're evaluating. An example from Holistics BI has been filled out within the template.
Use this example as a reference to understand how to complete each section effectively. If you have any questions or suggestions for us, drop us an email at janice@holistics.io
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VENDOR NAME
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RequirementsNeed Level (1=nice to have, 3=need to have)Vendor Response to Column B (Y, N, Partial)Optional Comments (add notes if needed)
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Self-Service User Experience
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Access and Discover Relevant Data
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Support for data cataloging features to facilitate discovery and contextualization of available data sources by non-technical teams
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Easy discovery of past insights/dashboards
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Advanced search filtering capabilities that let users refine their search by metadata tags, data types, ownership, or last update
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Row level security (RLS) by user attributes, groups - ensuring only relevant and authorized data is available for exploration.Ysee our access control (permission system) feature.
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Explore Data Without Technical Skills
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 A drag-and-drop report builder that allows users to create custom reports and dashboards by selecting fields, dimensions, and metrics from a data panel.
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Pre-Built data templates
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Support for drill-down functionality for deeper data exploration
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Formula builder that lets users create custom calculations (e.g., profit margin, year-over-year growth) using a point-and-click interface
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Support native time period comparison
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Drilldown, Cross-filteringYSet-up drill-through in your reports. Cross-filtering in Holistics.
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Query-based filters
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Date filters with options for date ranges, "last month", "last 7 days", etc.
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Localization/translation. Localization for timezoneYWe support localization for timezone but not for translation.
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Comment threads on dashboardsYcommenting on dashboards.
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Dashboarding Capabilities
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Visualization Options and Capabilities
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Column, Bar, Scatterplot, Line, Area, Boxplot, Waterfall, Pie/Donut, Text/NumbersYSee our Visualization Options. Further extensible with our Vega/Vega-lite integration for Custom Charts.
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Sankey, Funnel, TimelineYSee our Visualization Options. Further extensible with our Vega/Vega-lite integration for Custom Charts.
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 Support for map-based visualizations, including heatmaps, pin maps, and geo-boundary visualizations.YSee our Map Visualization options. Further extensible with our Vega/Vega-lite integration for Custom Charts.
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Query based filtersYQuery based filters as defined by your RFP response (something like select filter A then only relevant/corresponding values would be shown in filter B) is equivalent to Parent-child filters in Holistics.

Parent-child filters limit the suggested values viewers can choose from in a filter (child) based on the selected values in other filters (parent)
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Calculations, custom calculationsYBusiness Calculation in Holistics.
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Pivot tables, and ability to visualize on pivot tables (series)YPivot tables in Holistics have broad functionalities mapped to the query generation level. This allows users to create multiple sub-rows and sub-columns as well as various options for aggregating on row, column, sub-row and sub-column levels.
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Download in multiple formats (PDF, Excel, CSV)Y
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Display data freshness (cache age) on dashboardsYSee last cached for dashboards.
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Reusable visuals or building blocksYDefine reusable visuals and components with dashboards.
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Ability to snapshot dashboards (i.e. view state of a dashboard on x date) within a certain time rangeYYou can use Holistics to schedule a PDF of the dashboard to be emailed to (say a Google Group email address). Within our dashboard, you add a markdown text widget to link it to the Google Group web link to access previous snapshots of the dashboards.
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Date filters with options for date ranges, "last month", "last 7 days", etc.YSmartly translate date and time expressions from natural language to exact date ranges.
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Visualization Options and Capabilities
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Performance Optimization and Cost Efficiency (L1)
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Optimize Query Performance (L2)
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Caching of repeated queriesYqueries are mapped to the results, so repeated queries will read from the cache.
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Query complex dataset faster with aggregate awareness
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Ability to schedule or pre-warm cache
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Ability to manually refresh or bust cache, but also set permissions on who has this abilityPartialWe provide ability to manually refresh cache, but currently do not support permissions on restricting user ability to do so.
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Performance optimization suggestions for slow queries YSee our Dashboard Pre-Load API.
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Handle large datasets and high row limits in visualizationsYCached queries are not priced towards usage-based consumption. See above notes on pricing
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Query-based filters for optimization
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Tiles dynamically loaded on scroll to prevent unnecessary loadingYSee our tips for improving reporting performance.
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Monitor and Manage Resource Usage (L2)
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Application alerting on scheduled failuresYIf for some reason, the email schedule fails to run and deliver, the schedule owner and the report/dashboard owner will be notified via email on the failure. See docs.
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Tool provides internal performance metrics programmatically
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User usage data natively available to monitor dashboard/report usage
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Cache queries do not count toward consumption
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Tool inherits permissions from the data storage (minimizing excessive data access)
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Support for both extracted data + live querying of underlying data warehousePartialHolistics only support live querying of underlying data warehouse, and repeated queries are cached in our system to protect your database excessive repeated queries. Live connections offer the convenience of real-time updates.
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Embedded Analytics
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Integrate Embedded Analytics into Products (L2)
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IFrame embeddingYEmbed URL for iframe embedding.
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Embedding using web components
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APIs to dynamically build reports for embedded useNNot currently supported, but we have plans to do this after the full launch of dashboards-as-code in 2024
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Unlimited licenses or platform-based/usage-based pricing for view (i.e. no custom reports building)YWe offer unlimited licenses for embedded users. Our pricing is based on embedded workers used in sending queries concurrently.
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Customize Embedded Content (L2)
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Dynamically hiding/showing elements of a dashboard depending on user attributes/parametersN
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White labeling is strong or CSS theming availableYOur embedded analytics offering is strongly white labelled by default.
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Filters can be hidden for embedded viewsYYou can set filter hidden option to false under filter setting.
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Embedded workspace to allow users to create their own custom reports (does not have to be in iframe)N
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Unalterable filters / parameters for RLS (can also be through JWT)YRow level Permissions for Embedded dashboards.
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Manage Access and Security in Embedding (L2)
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JWT based authentication for embeddingYJWT authentication mechanism.
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Provide the ability to authenticate access through Okta SSO
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Ability to provision access controls based on user type and data source permissions
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End User Experience with Embedded Content (L2)
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Drilldown, Cross-filteringYSetup drill through for embedded dashboards. By default cross-filtering is enabled for embedded dashboards.
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Scheduled delivery of embedded elementsNThis has been raised in our community and our team has added this to the backlog. See community post.
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Download data (CSV, PNG) of embedded dashboardsYYes, with the ability to restrict download access.
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UI FiltersYFilter display settings.
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Data Delivery
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Deliver Insights to Stakeholders's Communication Tools
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Export to Email/ Slack / Google Sheet / SFTPYSchedule Dashboard Export
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Support webhooks to send data to APIs
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Scheduled deliveries can be set up to automatically send reports to specified recipients via Email, Slack, Google Sheets, or SFTP
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Gsheet IntegrationYExport Data to Google Sheets (docs).
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Support PDF, PNG, Excel, CSV export formatYDelivery destination options.
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Save dashboards as PNG or PDF
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Auditable schedule history (delivery to integration logs)YSet source type to DataSchedule on Jobs Monitoring Dashboard.
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The ability to integrate Data + Data viz from the BI tool into Google Docs or PowerPoint, ensuring it is always currentNNot for now, but would be part of our roadmap in the analytics block presentation mentioned in <Data Science and Advanced Analytics> - <Notebook / Storytelling type of worksheet / analysis>
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Provide Automated Data Update
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Query-based alerts based on metric thresholdsYSee Data Alerts Functionality.
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Configurable application alerts to send to different channels
YConfigure alert destination.
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Analytics Development Workflow
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Build Consistent Data Models
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Semantic layer - logical data model with defined metrics