Embedded BI
Features Checklist

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The Rise of Embedded BIin the Digital Era
In today’s digital-first world, businesses seek tools that integrate
seamlessly into their existing platforms, enhancing decision-making
without jumping between multiple applications. Embedded BusinessIntelligence (BI) tools rapidly become a cornerstone for suchintegrations. But with a multitude of options available, how do you
determine the best fit? Our essential features checklist will guide you
through the process, ensuring you pick the right embedded BI solution
tailored to your business.

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Content01
02

05 Security

Core Features
Data Connectivity
Data Visualization
Interactive Dashboards
Self-Service

Developer Experience
SDK Availability
Documentation & API Support
Samples & Training
Real-Time Support
Issues, Bugs & Roadmap Transparency

03

Data Analysis
Features04

Customization
Capabilities

06

Usability

07

Vendor Support

08

Pricing & Licensing

Self-Service
Learning Curve

Documentation
Customer Support
Community

Pricing Model
LicensingFree Trial

09 About Reveal
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01Core Features
In this first point, we will explore the fundamental capabilities that should be at the heart of any
embedded BI tool. These essential capabilities form the bedrock of a versatile and powerful
analytics solution and shouldn’t be overlooked. As you embark on your journey to select the rightembedded BI vendor, pay close attention to these essential building blocks. They will empower
you to unlock the full potential of your data and create an exceptional analytics experience.

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01 Core Features

Data Connectivity
Ensure the tool supports diverse data sources likeAPIs, SQL databases, cloud storage, and more.

Data Visualization
Look for a rich library of charts, graphs, and otherdata visualization tools, including geospatial
visualizations and heatmaps, and the ability tocreate custom visualizations.

Interactive Dashboards
Move beyond static dashboards. Features like drill
down and filtering are key for insights generation.

Self-Service
A key embedded BI feature that empowers users tocreate customized dashboards on the fly without
the need for predefined templates or extensive
technical expertise.
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01 Core Features

You’ll also want to pay attention that these features are included:

Simple & approachable UX for any user
Dashboard templates
Custom & ad-hoc filtering
Automatic drill down & data hierarchies
Custom visualizations
Theming & branding capabilities
Seamless embedding into your application with no iFrames
Export to Microsoft Excel, PowerPoint, PDF
APIs on the client and server that enable total control
over the BI experience

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02

Developer Experience
When assessing embedded BI vendors, the emphasis on the developer experience within theSDK becomes a critical factor in determining the success of your BI project’s proof-of-conceptand implementation phases.

SDK Availability
Client-side SDKs tailored for modern programming languages suchas C#, JavaScript, or TypeScript are essential for achieving deeper
customization and control during deployment. Equally important areserver SDKs compatible with common back-end technologies like.NET Core, Node.js, and Java.

Documentation & API Support
Developer how-to documentation, in addition to API documentationenriched with code snippets, is crucial for ensuring a seamlessintegration process.

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02 Developer Experience

Samples & Training
Providing comprehensive end-to-end examples on GitHubfor both client and server features, along with step-bystep video training and accompanying guides, will equip
your development team with all the necessary resources
to integrate the solution into your application seamlessly.

Real-time Support
The availability of support channels, including realtime chat, email, and escalation paths, guarantees thatassistance is readily available when needed.

Issues, Bugs & Roadmap Transparency
Access to GitHub for posting new issues, viewing, andcommenting on existing issues, as well as accessing theroadmap and release notes, instills confidence within thedevelopment team. This access assures them that thevendor maintains transparency regarding their processes
and the current state of the product.
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03

Data Analysis Features
Regarding self-service embedded analytics, the priority for your customers and end-users
is the “ease of use.” Your customers expect a simple experience to create visualizations
and dashboards, view underlying data, and draw conclusions without specialized trainingor IT involvement.

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03 Data Analysis Features
The top embedded BI data analysis features you should be looking for include:

Self-service analytics experience with arich WYSIWYG drag & drop visualization
editorAd-hoc data dashboard filtering &exploration

Time-series drill-down

Hierarchical drill-drown

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03 Data Analysis Features

Data joining & blending
Dashboard linking
Calculated & custom fields
Tooltips with data values & summaries
Annotating & exporting visualizations as images
Statistical functions like Regression,
Forecasting & Outliers
Mobile accessibility

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04

Customization Capabilities
Customizing the user experience enhances engagement, satisfaction, and the overall
competitiveness of your solution. It’s crucial that any embedded BI solution not only replicatesthe look and feel of your application but also provides the capability to tailor the user
experience based on individual user needs and profiles.

Customization capabilities you should consider include:

API-driven approach (both client and server) toshow or hide available features
Built-in themes that support light and dark models
CSS or property-based theming and branding
options enabling custom theme creation to matchyour desired brand experience
The ability to add custom buttons on
visualizations with custom actions and to override
existing default events in the API
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05

Security
Security is a paramount concern when implementing anembedded BI solution. Here are a few things to look out for:Datasource-level authentication features likeusername and password, tokens, and OAuth
Role-based access APIs
APIs that simplify passing user context fromclient to server

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06

Usability
In the world of embedded BI, usability is the compass thatguides your users through their data journey. The ease withwhich users can navigate, analyze, and interpret data is afundamental aspect of a successful embedded BI solution.

Self-serviceThe embedded BI tool shouldn’t limit experienced users
and overwhelm beginners. Look for a self-service toolthat provides your users with the ability to analyze dataand create beautiful dashboards independently.

Learning Curve
How steep is the learning curve, especially for nontechnical users? Does the vendor provide onboarding
resources to ease adoption?

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07

Vendor Support
Choosing the right embedded BI vendor is not only about the tool’s features but also
about the support ecosystem it offers. Make sure that the vendor will provide you with theresources you need to overcome any technical challenges and more.

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07 Vendor Support

Documentation
Comprehensive documentation, tutorials, videos, andhow-to content are crucial. Clear documentation should
be readily available, guiding developers and end-users
through the implementation and usage processes.

Customer Support
A combination of live and self-service support options,and experienced professionals must be available to help
you with any technical questions.

Community
An active user community can help you share bestpractices and experiences with others so anyone canbenefit and help each other grow and succeed.

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08

Pricing & Licensing
Understanding the pricing and licensing aspects is crucial fora successful partnership with your chosen vendor. Ensure theembedded BI solution investment aligns with your budget anddelivers the expected return on investment (ROI).

Pricing Model
Is the pricing model aligned with your budget and ROI
expectations?

Licensing
Confirm that the licensing model meets your deployment
requirements.

Free Trial
Make sure there is a free trial to test the product before
investing.

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09

About Reveal
Reveal is more than just an embedded analytics tool; it’s a game-changer for businesses
aiming to integrate powerful, customizable analytics into their apps seamlessly.
From branding to deployment, we ensure your dashboards resonate with your brand.
Let us handle the technicalities so you can focus on scaling your business.

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09 About Reveal
Dive deeper into the Reveal experience—here are a few ways to do so:Book a Demo

Talk to an Expert

Download our SDK

See Reveal in action and learn
how it can accelerate yourbusiness.

Book a call with our sales teamand get answers to all yourquestions.

See for yourself how easy it
is to integrate reliable andself-service analytics directly
into your existing website orapplication.

Connect with our Senior Product Manager
Casey Ciniello can also answer all your product-related questions.

Casey CinielloReveal’s Senior Product Manager
cciniello@infragistics.com
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