gartner bi rfp

8/19/2019 Gartner Bi Rfp

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Gartner for IT Leaders Tool — BI Platform RFP Questionnaire

Gartner for IT Leaders Tool

BI & Analytics Platform RFP QuestionnaireThis is a customizable functional tem late for a businessintelli!ence latform RFP assessment" #endors should com letethe assessment" Buyers can $ei!ht the functions that are mostim ortant"

Approved for External Use — Not for Resale%nless other$ise mar ed for e'ternal use( the items in this Gartner Tool it arefor internal noncommercial use by the licensed Gartner client" The materialscontained in this Tool it may not be re ac a!ed or resold" Gartner ma es nore resentations or $arranties as to the suitability of this Tool it for any articular

ur ose( and disclaims all liabilities for any dama!es( $hether direct(conse)uential( incidental or s ecial( arisin! out of the use of or inability to usethis material or the information ro*ided herein"

The instructions( intent and ob+ecti*e of this tem late are contained in the

source document" Please refer bac to that document for details"




/" ?hen ro*idin! res onses( the !uide should be follo$ed"

2" An omitted res onse $ill be assumed to be the same as a res onse code of @. "

0" Any de*iation from the res onse codes $ill be re3coded at the discretion of AB= CD =or oration"E" By res ondin! in the affirmati*e to a ca ability item( the *endor a!rees to su ort such ca ability $ithin its roduct"

In this $or sheet there are si' tabs")' endor Instructions

Additional notes to the #u%er(*nce the vendor has filled out the spreadsheet+ ad,ust the !ei"htin" column as follo!s to arrive at a !ei"hted score(- . Unimportant) . Important/ . 0ust 1ave

1" #endors are cautioned not to indicate functionality as @included in standard offerin! $hen( in fact( that articular function is in de*elo ment" If this is the case(*endors should note this fact in the comments column and indicate the e' ected date such features $ill be made a*ailable"

/' Inte"ration Questionnaire( This includes sections for inte!rated infrastructure( metadata( de*elo ment and collaboration"2' Info 3eliver% Questionnaire( This includes sections for re ortin!( dashboards( ad hoc )uery( mobile( 9icrosoft 7ffice inte!ration and scorecards"4' Anal%sis Questionnaire( This includes sections for 7LAP( interacti*e *isualization data disco*ery( search3based business intelli!ence 5BI6 data disco*ery(and redicti*e analytics and data minin!"5' Cost of *!nership( This includes a ricin! table and )uestions around $arranties( su ort and trainin!"6' 7ummar%( This includes a summary table of roduct com onents and differentiators( as $ell as a summary table of scores"




Inte"rated Infrastructure

Criterion Question

Interopera#ilit% of 8I 9latform Components:ata Query :o all BI tools share the same )uery o timization and !eneration en!ine

Formattin! :o all the tools ha*e a sin!ular en!ine for formattin! and renderin!:istribution

7b+ect 9ana!ement Is there a common location to create( co y and delete all ob+ects 5e"!"( relational or 7LAP6%ser 9ana!ement Is there a common location to add delete users and modify settin!s=ommon Authorin! Tools /

=ommon Authorin! Tools 1

=ommon %ser Interface

=ommon =lients Is there a consistent A+a' client or com arable rich client for all BI functions

Are multi le ob+ects 5e"!"( re ort( )uery( chart6 distributed to multi le out uts 5e"!"( email( HT9L($ireless6 $ith a sin!le en!ine

=ommon de*elo ment and authorin! en*ironment across BI latform com onents 5e"!"( re orts(dashboards( 7LAP( ad3hoc6";eamless na*i!ation across tools $ith the ability to modify and e'tend content bet$een toolsacross the BI latform"=ommon commands( menu items and toolbar for all BI functions 5e"!"( re orts( 7LAP( ad3hoc(dashboards6"




=ommon 7ut ut Formats

=ommon ;ecurity :efinitions :o all tools le*era!e a common security definition=ommon Query 8n!ine :o all BI tools share the same )uery o timization and construction en!ine;in!le ;er*er Install Are all latform com onents installed *ia a sin!le ser*er install=ommon Administration :o all tools share a common administration a lication=ommon ;calability

Total 7coreTotal 9ossi#le 7core7tandardi:ed 7core ;on a scale of ) to )-<

All tools su ort the same out ut formats $ith the same le*el of interacti*ity 5HT9L( P:F( 8'cel(?ord( PPT( Flash( etc"6"

Is there a common scalability mechanism 5cachin!( clusterin!( $or load balancin!( hi!ha*ailability( etc"6 across BI latform com onents




0etadata

Criterion Question

:ata 9odelin! 9ashu 3 IT %sers Reuse

:ata 9odelin! 9ashu 3 Business %sers Reuse:ata 9odelin! 9ashu 3 Le*el of 8ffort Ho$ is data modeled in the roduct Ho$ much data modelin! is re)uired:ata 9odelin! 9ashu 3 ; ills ?hat s ill le*el is re)uired:ata 9odelin! 9ashu 3 ;cri t in! Is scri t in! re)uired for data modelin! mashu Ho$ and $henBusiness %ser :ata 9ashu /

Business %ser :ata 9ashu 1 =an the business user create custom !rou s $ithout scri tin!Business %ser :ata 9ashu 2 =an the business user filter and calculate across data sources $ithout scri tin!Business %ser :ata 9ashu 0 =an the business user +oin data sources $ithout scri tin!Business %ser :ata 9ashu E =an the business user create calculated columns;in!le Re ository

;in!le Re ository 1

9etric :efinition

Pro a!ation

;ynchronization Is there a synchronized rocess $ith third3 arty metadata re ositories:ata Linea!e

Im act Analysis

Relational :atabase Is the metadata stored in a relational database to im ro*e scalability and mana!eability;earch

8TL or 9odelin! Tool Inte!ration Are there ca abilit ies for inte!ratin! $ith other 8TL or modelin! tools

=an metadata ob+ects 5e"!"( dimensions( measures( calculations( arameters6 be created by ITusers and romoted to a central re ository for reuse=an metadata ob+ects 5e"!"( dimensions( measures( calculations( arameters6 be created bybusiness users and romoted to a central re ository for reuse

:oes the roduct su ort business user data mashu and modelin! $ithout scri tin! Pleasedescribe"

Is there a sin!le re ository for metadata such as ma in!s of business conce ts to underlyin!data structures 5e"!"( dimensions( measures6Is there a sin!le re ository for ALL metadata( such as ma in!s of business conce ts tounderlyin! data structures( as $ell as layouts A.: re ort confi!urations 5e"!"( rom ts( filters6

Is there a sin!le metric definition 5includin! metadata for business rules( such as calculationdefinitions( ey erformance indicators JPIsK( currency con*ersions6 accessible from all BIca abilities 5e"!"( re orts( scorecards( 7LAP( )uery( dashboard6

=an the tool ro a!ate chan!es made in the metadata re ository to all other re orts anda lications that ma e use of the metadata ob+ects

Is data linea!e su orted to determine $hich source systems contributed to the re ort re!ardlessof $hich e'traction( transformation and loadin! 58TL6 tool is usedIm act analysis is su orted to hi!hli!ht chan!es in the source data 5do$n to $hich f ields areim acted $ithin a re ort6 that affect do$nstream re orts"

Is there a facility to search a metadata re ository to find the a ro riate re ort( and does thisenable drill3throu!h $ithout redefined drill aths




:ata ;ources

7LAP =onnecti*ity;tandards3Based =onnecti*ity ;u orts 7 en :atabase =onnecti*ity 57:B=6( a*a :atabase =onnecti*ity 5 :B=67ut of the Bo' 8nter rise A lication =onnecti*ity

:irect Query Access :oes the roduct su ort direct )uery access *ia ;QL and or 9:

.ati*e :ata Ada tors8ase of Loadin! :ata ;ources / Add 5is codin! re)uired 6"8ase of Loadin! :ata ;ources 1 Load 5amount of scri tin! re)uired6"8ase of Loadin! :ata ;ources 2 Refresh 5=om lete reload( incremental reload6"


?hat data sources are su orted( includin! 9ultidimensional 8' ressions 59: 6( 9L( R;;feeds( Hadoo ( 9icrosoft ;harePoint list( flat file( other

=an re orts( dashboards( ad hoc )ueries and analysis be created <out of the bo'< from at least

one multidimensional online analytical rocessin! 597LAP6 data source such as Hy erion8ssbase( ;QL ;er*er Analysis ;er*ices( .et?ea*er BI Info=ubes or 7racle 7LAP

Is there nati*e connecti*ity to enter rise a lications 5e"!"( ;AP( ;AP .et$ea*er B?( 7racle(;F:=( other6

Pro*ides access to at least E, nati*e data sources( includin! API3le*el access and metadataunderstandin!




3evelopment

Criterion Question

3evelopment Tool API Is there an o en API across all as ects of the BI tools latform7b+ect :efinition

7b+ect Access

7b+ect :is lay

9ulti le :e*elo er

Life =ycle 9ana!ement

#ersionin! ;u orts *ersionin! of re orts( dashboards and analysis".8T ;u ort :oes the roduct enable BI a lications to be de*elo ed in a ".8T en*ironment

a*a ;u ort :oes the roduct enable BI a lications to be de*elo ed in a 188 en*ironmentIn3Line

:ebu!!in! :oes the roduct ro*ide a mechanism to interacti*ely debu! custom BI a licationsTestin! :escribe any testin! or re!ression testin! ca abilities a*ailable $ith your BI toolset"7b+ect37riented Is ob+ect reuse and ro a!ation su orted?izard :e*elo ment =an de*elo ers use a $izard3style tool to build BI a lications?C;I?IG =an de*elo ers see li*e data in ?C;I?IG format:ra! and :ro =an de*elo ers build BI a lications usin! dra! and dro tools:ata Access =an de*elo ers access hetero!eneous data sources throu!h a $izard3style tool#isual :e*elo ment

;chedule and 8'ecute

:eli*er

Is there a common and consistent method to describe and define an ob+ect 5e"!"( )uery ob+ect(re ort ob+ect6Is there a common and consistent method to access ob+ects 5e"!"( $hen buildin! a re ort( $hendesi!nin! a cube6Is there a common and consistent method to dis lay ob+ects 5e"!"( ush to $ireless( ush to HT9L

a!e6Pro*ides central re ository $ith chec in chec out *ersionin! $ithin the de*elo menten*ironment

Pro*ides life cycle mana!ement sta!es includin!- test( de*elo ment and roduction Ho$ do yousu ort the de* test roduction mi!ration rocess

:oes the roduct su ort de*elo ment that combines analytical and o erational ser*ices into onee' erience

:oes the roduct ro*ide the ca ability to both consume and ro*ide ?eb ser*ices $ithin a *isualde*elo ment en*ironment:oes the soft$are de*elo ment it 5;:J6 e' oses the follo$in! functionality *ia ?eb ser*ices- runne$ )ueries or re orts( and erform analysis on a time or e*ent basis:oes the ;:J e' ose the follo$in! functionality *ia ?eb ser*ices- rint re orts( include re orts ina ortal( ass arameters to re orts that $ill be run( and deli*er %RLs bac to the callin!a lications for the location of ne$ re orts




9ana!e

Administer

8mbeddability

:ata Load :oes the ;:J enable data to be read loaded *ia a ?eb ser*icePortal / :oes the roduct su ort ;R /MNPortal 1 :oes the roduct su ort ?eb ;er*ices for Remote Portlets 5?;RP6Portal 2

9etadata Access ;u orts metadata e'chan!e *ia ?eb ser*ices=or orate Performance 9ana!ement 5=P96 :oes the roduct nati*ely inte!rate $ith =P9 latforms ?hich ones:rill to A lication :etail :oes the latform su ort drill3bac to rimary enter rise a lication detail ?hich onesPre3Built Re orts

:oes the ;:J e' ose the follo$in! functionality *ia ?eb ser*ices- create( co y and delete re ortor analysis ob+ects:oes the ;:J e' ose the follo$in! functionality *ia ?eb ser*ices- add users( chan!e securitysettin!s and monitor mana!e erformance

=an all BI content be made a*ailable as an embeddable re ort art *ia an API 5?eb ser*ices6 forembeddin! $ith other content sources or a lications $ith full re ort interacti*ity( re ort attributes(deri*ed measures( etc"

In addition to BI *endor3s ecific ortal( is there the ability to inte!rate and dis lay re ort ordashboard arts $ith full interacti*ity $ithout customization Is there certified inte!ration $ith mostof the ma+or enter rise ortals( includin!- 9icrosoft ;harePoint( IB9 ?eb; here( ;AP .et?ea*er8nter rise Portal( B8A ?ebLo!ic 7racle Portal( 7racle ?eb=enter( Liferay( 7racle ;un 7nePortal ;er*er( #i!nette Portal

Pro*ides a domain and or industry3s ecific ac a!ed data model and business content 5e"!"(=R9( finance( HR( rocurement( and su ly chain mana!ement ;=9K and or for a *erticalindustry6




Architecture;7A

;olution Architecture

Hard$are and 7; ;u ort

:atabase ;u ort Is the roduct certified to run on at least three different leadin! databases ?hich ones:es to ; ecifications

7 en ;tandards

=ertification

#irtualization

M03Bit BI latform com iles to M0 bit and ma es use of the lar!er addressable memory s ace

%nicode Pro*ides %nicode su ort

7ecurit%Third3Party Authentication /

Third3Party Authentication 1

Pro rietary Authentication ;u orts o tional internal 5 ro rietary6 authentication;ecurity / ;u orts ;ecurity Assertion 9ar u Lan!ua!e 5;A9L6;ecurity 1 ;u orts ?;3;ecurity

:oes your solution follo$ a ser*ice3oriented architecture Please ro*ide a list of multichannel5reusable6 ser*ices e' osed by your solution( for consum tion by other clients"List all the technolo!ies used at e*ery tier layer $ithin your solution" For e'am le( ".8T ortal a*aat the resentation layer( 188 other in the a lication layer( etc"List all the hard$are and 7; 5*ersions6 that your soft$are is certified on and are re)uired at bothde*elo ment and run3time by the system" Include all tiers"

:escribe the minimum des to s ecifications 5=P%( memory( screen resolution( etc"6 re)uired forend users of your system" If you ha*e both a thin3client and thic 3client style( mention thes ecifications for both"

Is your system based on o en standards Please ro*ide a list of all a licable industry standards5?;3I for ?eb ser*ices( ;R /MN for Portal( Interacti*e Financial e chan!e IF K( 7:B=( etc"6 thatyour roduct is built on and that you !uarantee com atibility $ith"

Ho$ )uic ly do you re3certify your soft$are a!ainst ne$er *ersions of these third3 artytechnolo!ies Please ro*ide some details around the le*el of testin! you erform as art of suchcertifications 5functional( re!ression( erformance stress( etc6"

Are there any tiers $ithin your a lication that are certified to run in a *irtualized en*ironment Ifyes( $hich ones

:oes the roduct su ort inte!ration $ith third3 arty security architecture such as Acti*e :irectory5A:6 and Li!ht$ei!ht :irectory Access Protocol 5L:AP6 !rou s for user authentication 5*iaJerberos tic ets A: certificates6 and authorization Ho$ is that mana!ed

;u orts third3 arty authentication 5ability to le*era!e other tools a lications authenticationmethods6




=olumn ;u orts column 5ob+ect63le*el security

Ro$ ;u orts ro$3le*el security=ell ;u orts cell3le*el security;ource ;ystem Le*era!es source systems security 5user I: ass throu!h6Role3Based ;u orts buildin! rofiles for soft$are functionality 5role3based security68'tranet

;in!le ;i!n37n — Indi*idual Le*el

;in!le ;i!n37n — Grou le*el

Pro'y ;er*er :oes the roduct su ort connecti*ity throu!h a ro'y ser*er;ecurity 8*ents Lo!!in! Ho$ does the latform lo! security e*ents

Audit Trail

Administer Ho$ is user access set u

8ncry tion Is the roduct encry tin! data in transfer and stora!e;ecurity 9aintenance

;ecurity 9onitorin! :oes the roduct su ort audit tracin!( security lo!s and monitorin!

;u orts secured e'tranet access to BI information 5e' ose data outside the fire$all and resentto indi*iduals outside the or!anization( such as customers or *endors6Is there a uni*ersal sin!le si!n3on at the indi*idual le*el for all ca abilities 5e"!"( re orts(dashboards( 7LAP6Is there an ability to mana!e si!n3ons at the !rou le*el for all BI ca abilities 5e"!"( re orts(dashboards( 7LAP6

:oes the latform ha*e audit trail ca abilities $ith re!ard to user transactions( failed lo!onattem ts( and rotection of the lo!s a!ainst modification and unauthorized use( and any otherbusiness o*er3ride or e*ents

Is there a mechanism for ho$ security is maintained in connection $ith other systems Pleasedescribe"




7cala#ilit%#irtualization ?hich en*ironment ro*ides the best erformance for an enter rise solution- hysical or *irtual

Platform

Tunables

;izin!

Performance 7 timization / :o you su ort function shi in! to the database

Performance 7 timization 1Performance 7 timization 2 :o you su ort multile*el cachin!Performance 7 timization 0 :o you su ort automated a!!re!ate a$areness :escribe ho$"Performance 7 timization E :o you ro*ide in3memory and or columnar data store utilization?or load Balancin! :oes the tool di*ide calculations across all a*ailable rocessors and coresPerformance 9onitorin! ?hat ca abilities or inte!ration does the solution ro*ide for erformance monitorin!1i"h Availa#ilit% and 3isaster Recover%Bac u and Reco*ery /

Bac u and Reco*ery 1 :oes the roduct su ort selecti*e reco*ery of BI re orts dashboardsHi!h A*ailability :oes your architecture su ort hi!h a*ailability and failo*er Ho$

=luster3A$are

;ystem 8*ents ?hat system e*ents are ca tured $ithin the solution Are they *ie$able


?hich en*ironment ro*ides the best erformance for an enter rise solution- %ni'( Linu' or?indo$s?hen scalin! u ( $hat as ects of the system tend to become bottlenec s for lar!e de loyments?hat methods ha*e you em loyed to o*ercome these bottlenec s ?hat are all the @tunables inyour solution that hel enhance erformance and scale

:escribe the rocess for conductin! ca acity assessments to determine future needs" Pro*ide thesizin! !uides you use for the clients usin! your solution 5to estimate ca acity based on users(transaction *olumes( or other a lication rofile arameters you use for the sizin!( etc"6

:o you ro*ide s ecific o timized ;QL er relational database mana!ement system 5R:B9;6?hich ones

:oes the roduct ha*e out of the bo' ca abilities and rocedures for bac u and reco*ery ?hatare they

Is the solution database cluster3a$are For e'am le( if the database fails3o*er( does your solutionre)uire the a lication instances to be shut do$n and restarted in order to reco*er from failure




Colla#oration

Criterion Question

7harin"Public Folders :oes the tool ost re orts( !ra hs and analysis into ublic folders for others to loo at:iscussion Threads

Real3Time =ollaboration and ;ocial =an users collaborate in real time usin! the same *ie$ to chat and annotate

Annotations and =omments =an users add comments to BI and dashboard content Annotations

;earch ?hat are the roduct>s ca abilities for search functionality

;harin!=or$flo! and Events?or flo$

BP9 Are there APIs or nati*e inte!ration $ith $or flo$s $ithin business rocess mana!ement tools

Business Rule % dates

:oes the tool offer discussion threads and commentary on shared BI content 5re orts(dashboards( analysis6

=an users create annotations to the )uery result 5or any BI artefact6 that are tied to a $or flo$3dri*en rocess

=an users find rele*ant other users and share and collaborate on BI( analysis and dashboardcontent

;u orts inte!ration $ith $or flo$ en!ines 5e"!"( ?indo$s ?or flo$ Foundation6 in a $ay thattri!!ers a $or flo$ 5e"!"( tas s can be assi!ned6 based on BI data 5i"e"( routes the $or flo$ basedon s ecific )ueries6 $ithout codin!

Is there a synchronous lin in! of business rules bet$een models so that analysis can be carriedout across multi le models and domains 5e"!"( <I am chan!in! my sales forecast no$( Hit 8nterK($hat does it do to your manufacturin! lan <6




Automated Business Rule % dates

BP8L ;u orts Business Process 8'ecution Lan!ua!e 5BP8L6Guided Analytics

7 erational ?rite Bac

=ontinuous Flo$ Rules 8n!ine Is there a col lection of rules that are e*aluated as e*ents and ne$ data are recei*ed=om le' 8*ent Processin!

%ser Authorin! of Business Rules Is there a $izard3li e tool for users to create their o$n business rules8'ecution

Run3Time Prom ts =an users ro*ide run3time arameters as in ut to the business rules7chedulin"+ Alerts and Notifications

=onditional Alerts /

=onditional Alerts 1 Is there centralized definition of a re ort condition for condition3based re ortin! and notification

=onditional Alerts 2 Is there ersonalized definition of a re ort condition for condition3based re ortin! and notification Alert .otification ?hat deli*ery methods are a*ailable for alertin! 5email( R;; feed( mobile( other6#isual Alerts Is there a *isual dis lay of e'ce tion *alues throu!h color codin! or other means8*ent3:ri*en :ynamic Alerts Are there e*ent3based alerts

Tem oral Rules%ser3:efined Thresholds =an end users can set their o$n thresholds

=om le' Alerts

Total 7core

=an the BI models acti*ely )uery each other( re)uestin! analytical in ut from another model 5samee'am le as abo*e( but $ithout human interaction- <?ould the manufacturin! band$idths allo$ meto increase my sales forecast <6

Pro*ides ability to build !uided aths to do re ortin! and analysis accordin! to a articular sub+ectarea and dynamically based on e*ents"8nables interaction $ith the rocess by $ritin! bac data from a )uery result to an o erational datasource 5e"!"( 8RP database6"

Is there cascaded su ort of rules to e*aluate thresholds( duration( correlation( fre)uency( rate ofchan!e( etc Are there APIs or nati*e inte!ration $ith com le'3e*ent rocessin! 5=8P6 andbusiness acti*ity monitorin! 5BA96 tools

=an the system feed business rules created in the BI latform to an o erational a lication fore'ecution *ia a business rules mana!ement system

Automated Re ort and :ashboard ;chedulin! and:istribution

:oes it ro*ide BI content to end users on an on3demand or scheduled basis Is it able toschedule re orts to be distributed based on date time and e*ents that ha*e occurred

Is there deli*ery of alerts to users based on definin! thresholds in a re ort $here you $ould $antto be notified if a s ecific condition e'ists ?hat ersonalization features are a*ailable for this

=an alerts be created based on tem oral rules 5For e'am le( if the time bet$een e*ent A ande*ent B increases by more than /,O"6

=an the system alert not on +ust one metric( but on a com osite analytic business rocess — thatis( a set of conditions across systems — $ith business conte't




Total 9ossi#le 7core7tandardi:ed 7core ;on a scale of ) to )-<




Ratin" 9roduct Capa#ilities 8u%er =ei"hts 8u%er =ei"hted 7

- . Unimportant> ). Important> / .0ust 1ave




- ,6- /1,

-'-- -'--




- ,))/ 110

-'-- -'--




- ,/?/ E00

-'-- -'--




- ,




))6 121-'-- -'--




Reportin"Criterion Question Ratin"

Pi'el3Perfect Produces i'el3 erfect re orts=om le' Re ortin! ;u ort for cross3tab re ortsBasic =harts :oes the roduct include bar column( ie and line area charts

Ad*anced =harts

7ut ut Format

Layered P:F =reation

;earchBurstin! =an re orts or arts of a re ort be bursted to different users $ith user3s ecific content

:emand Pa!in!

:oes the roduct include all of the follo$in! ad*anced *isualizations 5includin! combo charts(heatma s( bo' lots( aths on a ma ( different le*els of a!!re!ation( histo!rams( bubble( bullet(candlestic ( areto( treema ( marime o( ' y or scatter charts( etc"6Publishes re orts in all of the follo$in! formats- HT9L( P:F( 9L( 8'cel( comma3se arated *alues5=;#6

Is there su ort for layered P:F creation This is the ability to create layers that dis lay $hilerintin! but not on the screen( and *ice *ersa to rename and mer!e layers to chan!e thero erties of layers and or loc layers to re*ent them from bein! hidden"

Is it able to search the re ort re ository and indi*idual re orts for ey$ords contained in the BImetadata

Is demand a!in! su orted 5i"e"( is each a!e re)uested rendered before $aitin! for the entirere ort to load6

G f IT L d T l BI Pl f RFP Q i i




9ulti le :ata ;ources %se multi le data sources in one result set

9ulti3Pass ;QL 9ulti3 ass ;QL su ort=om le' ;QL Is there com le' ;QL( s ecifically the HA#I.G clause and nested sub)ueriesHetero!eneous oins ;u ort for hetero!eneous oins9rompts+ @ilters+ 9arameteri:ations

Parameterized Re ortin!

=ascadin! Parameters

=an the system create and sa*e re ort arameters includin! numeric( strin!( date( format and te't

data ty es to ma e the re orts interacti*e

Is there su ort for cascadin! 5multile*el6 rom ts that resent selection filters based onassociated information 5For e'am le( from annual sales re ort( select the month of :ecember"?hen na*i!atin! to another re ort the month of :ecember arameter is maintained in the ne$*ie$ re ort"6

Gartner for IT Leaders Tool BI Platform RFP Questionnaire




Filter Prom ts Are there filter rom ts Is there the ability to select from a finite set of filter o tionsHierarchical Prom ts Are there hierarchical filtersFormattin! Prom ts =an users customize formattin! based on rom ts7ther Parameters ;u ort for other arameterizations not listed

ReuseReport Navi"ation

:rill

Hy erlin in!Freeze Panes =an users freeze anesHide =olumns =an users hide columns

Is formattin! sa*ed bet$een data *ie$s =an users sa*e their filter and other formattin! o tions

for reuse in runnin! a re ort 5includin! o tions for sa*in!( li e to Internet 8' lorer fa*orites( etc"6

=an users drill from a re ort to any underlyin! data source Is there drillin! functionality 5e"!"(hierarchical( around( conditional6 List all ty es of drillin! su orted"

Are users able to drill throu!h to other re orts or %RLs based on the *alue of a sin!le cell or !rouof cells =an users insert hy erlin s $ithin a re ort





Table of =ontents Are re orts 5includin! P:F6 roduced $i th na*i!ation bar and table of contents;ortin! ;ortin! ca abilitiesRe ort :ata #ie$s =an users roduce data in ro$s and columns and chan!e ro$s into columnsTem lates %se of tem lates for reuse9rintin"

Printin! / =an users connect to a local net$or rinter or FTP site and rint selected contentPrintin! 1 Ability to rint a ortion of a dashboard or re ortPrintin! 2 Ability to rint entire re ort or dashboardPrintin! 0 =an users rint to fit to a!e $ith headers on each a!e





3ocument La%out

7b+ect Placement Is there absolute ob+ect lacement=onditional Formattin! =onditional formattin!=onte'tual Formattin! =onte'tual formattin! and lin in!

9ulti le 7b+ectsTabs 9ulti le re ort tabsRelati*e Positionin! Relati*e ositionin! of ob+ectsRulers Rulers and desi!n tools

Annotation and =omments Is there the ability to add comments and annotations to BI content 5re orts and dashboards6

;harin! =an users find rele*ant users and share and collaborate on BI( analysis and dashboard content%ndo %ndo 5re*erse and edit o erations one ste at a time6?C;I?CG ?C;I?CG editor@inancial Reportin"Intra3Ro$ =alculations Is there su ort for intra3ro$ calculationsFormattin! Is there automated formattin! of financial measures 5asset liability( income e' ense etc6

BRL BRL ta!!ed out ut

9ulti le ob+ects in a document 5charts( te't( ictures( tables( ma s6 — can all of these ty es belin ed




Q

Re ort Boo s =an users create a boo s of re ortsFinancial Intell i!ence =an the system understand financial conce ts such as e ' ense( re*enue items

Total 7core -Total 9ossi#le 7core ) /

7tandardi:ed 7core ;on a scale of ) to )-< -'--




3ash#oardsCriterion Question Ratin"

Gra hics

Trend

=olor =oded%ser 8nablement =an end users bui ld their o$n metrics usin! a $izard to create a metric calculation

9ulti3:ata ;ources:rill Any$here =an users drill from dashboard !ra hics 5e"!"( dial( traffic li!ht6 to any source system

Alerts and .otifications =an messa!es be sent $hen a data *alue sur asses a redefined threshold

:ata A!ent and 8*ent Listener A lication Inte!ration Ability to create JPIs from data from any of the a lications identified in the RFPGeos atial :ata and 9a in! Ability to create dashboard ob+ects usin! !eos atial data and ma re resentationsGoals =an multi le tar!ets er metric 5multi le thresholds or !oals6 be *isualized

;harin! =an users find rele*ant users and share and collaborate on BI( analysis and dashboard content3ash#oard Navi"ation

=onte'tual :rill =an users drill from one dashboard to another $ith arameter assed

Are users able to render summarized !ra hical re resentation of the data re resented as a chart(!au!e or sto l i!ht 5$ithout ro!rammin!6

Are users able to ro*ide a ositi*e or ne!ati*e trend indicator for each metric 5$ithoutro!rammin!6

Are users able to ro*ide a color3coded summary indicatin! the state of a articular metriccom ared to a !oal or threshold tar!et 5$ithout ro!rammin!6

=an users inte!rate multi le data sets into one dashboard( includin! both relational andmultidimensional data

Are there soft$are routines that detect chan!es in data or recei*e e*ents from other sources5$ithout ollin!6




:rill :o$n =an users drill do$n to a lo$er le*el of detail from a summary

Pi*ot;ort =an users re3sort data in a table $ithin an e'istin! dashboard

Global Filter =an users control the dis lay of one or more re orts in a sin!le ortal a!e or in a dashboard3ash#oard 3esi"n Tool

%ser3:efined =alculations Are de*elo er user3defined calculations for data not a*ailable in the $arehouse

%ser3:efined JPIsReuse Are elements reusable in multi le dashboardsTem lates Are there formattin! tem lates for a consistent loo%ndo Is there an undo function:esi!n 8n*ironment Is it a ?eb3based desi!n en*ironment?C;I?CG ?C;I?CG desi!n modeQuery Refresh Is there auto refresh re3)uery of dashboard ob+ects $ithout manual inter*ention

A lets Is there use of a let Acti*e controls 5can users embed a*a or ".8T code as needed6

:ashboard :eli*ery 7 tionsIs there ?eb3based dashboard deli*ery embedded in P:FIs there ?eb3based dashboard deli*ery( embedded in 9icrosoft Po$erPointIs there ?eb3based dashboard deli*ery( embedded in 9icrosoft ?ord

=an users i*ot drill by other dimensions 5dra!!in! and dro in! or e' andin! and colla sin! fordrilldo$n6

Are there user3defined JPIs 5can users build custom al!orithms and formulas to deri*e eyerformance indicators6

Is there ?eb3based dashboard deli*ery( embedded in P:F( 9icrosoft Po$erPoint( 9icrosoft ?ordand Adobe ;?F




Is there ?eb3based dashboard deli*ery( embedded in Adobe ;?F

:ata ;ourcesIs 9: su ortedIs 9L su orted

Are R;; feeds su orted

Is Hadoo su orted ?hich im lementationsIs a 9icrosoft ;harePoint List su orted

Are Flat Files su orted?hat other data sources are su orted

9erformance *ptimi:ation

=achin! =achin!In39emory In3memory data store utilizationM03Bit ;u ort for M03bit 7; 5ability to utilize more than 1 GB of RA96

Total 7core -Total 9ossi#le 7core )6B7tandardi:ed 7core ;on a scale of ) to )-< -'--

Ho$ many data sources are nati*ely su orted ?hich ones Includin!- 9: ( 9L( R;; feeds(Hadoo ( 9icrosoft ;harePoint list( flat file( other




Ad 1oc Quer%Criterion Question Ratin"

;emantic Layer

A!!re!ate A$areHetero!eneous :ata oin =an users )uery multi le data sources and +oin the results

7LAP Auditin! Performance :oes the tool ha*e the ability to trac )uery res onse time Auditin! %sa!e :oes the tool offer the ability to monitor ad hoc )uery usa!e

=ontrol=achin! :ata :oes the tool offer the ability to cache )uery results for faster erformance

=achin! 9etadata

:oes the system ro*ide a business user3friendly semantic layer that hides the com le 'ity ofunderlyin! data sources

Are )ueries automatically directed to the most recently created a!!re!ates and summary tables inthe underlyin! data structure

:oes the tool ha*e the ability to )uery at least three 7LAP sources 5e"!"( ;AP .et$ea*er B?(7racle 8ssbase( =o!nos Po$erPlay( =o!nos T9/( ;QL ;er*er Analysis ;er*ices6

:oes the tool ro*ide administrators $ith !o*ernance features to re*ent users from $ritin! bad)ueries

:oes the tool offer the abili ty to cache metadata ob+ects 5includin! re ort layout ob+ects such asarameters6 for faster erformance




9ulti3%ser =ache =an the cache can be shared by multi le users

9ulti3Pass ;QL?izards Are there $izards for ad3hoc )uery re ort creation:ra! and :ro :oes ad hoc su ort include dra!3and3dro na*i!ation

;earch =an the tool automatically create an ad hoc re ort based on ey$ords from a search

:ata Federation =an the tool cache and +oin data from dis arate data sources to erform on3the3fly inte!ration

?rite3Bac?eb3Based Is there the ability to ro*ide ?eb3based ad hoc )uery re ort de*elo ment ca abilities=alculated =onditions %sin! a deri*ed *alue9ulti le :ata ;ources =an the tool use multi le data sources in one result set9ulti3Pass ;QL Is there multi3 ass ;QL su ort=om le' ;QL Is there com le' ;QL s ecifically the HA#I.G clause and nested sub3)ueries

Filter and Prom t 7 tions A lets %se of a let Acti*e controls 5embed a*a or ".8T code as needed6:isconnected Ho$ does the roduct su ort disconnected access

Total 7core -Total 9ossi#le 7core 67tandardi:ed 7core ;on a scale of ) to )-< -'--

:oes the tool ro*ide multi3 ass ;QL ca abilities a!ainst the underlyin! database to minimize theamount of data sent o*er the net$or

=an the tool out ut )uery results bac to an o erational database as o osed to +ust renderin!them in a re ort

Are there cascadin! filters 5can users create a selectable filter $here one selection is redicatedon a re*ious selection6( filter rom ts( ;QL3li e synta' for filterin!( hierarchical filters




0o#ileCriterion Question Ratin"

Information 3ispla% and Interaction

Rich Information #isualization

Information 7*erlay on 9a s

Touchscreen 8' erience

Res onsi*eness

:ashboard :eli*eryInformation Exploration

:oes the a lication offer *isually com ellin! out uts( $ith animated com onents( lar!e icons(buttons( menus and selectors( ade)uate font size accordin! to the de*ice>s screen size( anden!a!in! charts and table layoutsIs the a lication ca able of o*erlayin! on ma s at least three ty es of !eo3located information(such as shaded re!ions( bubbles( ie charts or routes

Are users able to interact $ith re ort com onents( !ettin! feedbac on their actions( such asta in! a bar on a chart and obtainin! information detailIs the touchscreen interface le*era!ed( adherin! to mobile con*entions and usin! !estures such ass$i e( ta and inch to interact $ith the information( instead of( for e'am le( scroll bars

After the initial re ort loadin!( do users !et immediate res onse from their actions( such aso enin! a list bo' or chan!in! a filter selection

:oes the a lication ro*ide easy to use re orts( structured in multi le a!es or tabs( $ith re3builtinformation *isualizations such as JPIs( tables( charts and ma s( and is it able to ro*ide a )uico*er*ie$ of a business to ic to a casual user




Guided Information 8' loration

Table 9ani ulation

Gra hics 9ani ulation

9a s 9ani ulation

Re ort :e*elo ment on the :e*iceAnal%tics

Ad3Hoc Information 8' loration

Pac a!ed Analytics

;cenario ;imulations

Analytic 9odels :e*elo mentContext A!areness

GP; Inte!ration

:o re orts and dashboards su ort dynamic fil ters to chan!e results after re ort e'ecution:oes the a lication allo$ re3defined na*i!ation from one re ort to another( by clic in! data fieldsand other re ort com onents( allo$in! for the creation of information e' loration aths:oes the a lication su ort lin in! bet$een information *isualizations( such as selectin! a ro$ ina table and chan!in! the information dis layed on an associated !ra h:oes the a lication ro*ide drillin! to details throu!h interaction $ith table cells and chartcom onents:oes the a lication( on the mobile de*ice( su ort sort( column hidin!( remo*al or ositionin!$ithin a table

:oes the a lication( on the mobile de*ice( ro*ide $ays to mani ulate *isual re resentations ofdata( such as zoomin! and annin! on a s ecific area of a bubble chart( or hi!hli!htin! a line or

bar Are users able to drill the information on ma s( and chan!e ma s> detail or focus( $ith actions suchas ta ( zoom in and out( and an=an the user( on the mobile de*ice( assemble and sa*e ne$ re orts usin! re3built com onents orad3hoc )uery buildin! functionality

Is the user able to f reely e' lore a set of redefined data( interactin! $ith tables or charts( andusin! dra! and dro o erations( to build or chan!e )ueries

:oes the a lication deli*er re3defined( domain3s ecific( analytic models that the user can a lyto a set of information or e*ents( to !enerate a result such as <additional roduct to recommend$hen the customer ma es a urchase<

Is the a lication ca able of <$hat if< scenario modelin!( enablin! analysts to alter certainarameters to test their im act

Is the user able to build and sa*e analytic models( such as a redicti*e model( that can later bea lied to deri*e an outcome

Is the a lication able to use the GP; to automatically filter re orts( deli*erin!( for e'am le( thesales erformance of a store bein! *isited




=amera Inte!ration#oice Inte!ration Is the a lication able to e'ecute or filter re orts accordin! to *oice commands

;ensor Inte!ration Is the a lication ca able of sensor inte!ration such as com ass( !yrosco e or accelerometer

Is the a lication ca able of usin! the de*ice>s camera to read bar codes or identify ima!es( tofilter re orts( for e'am le




*ffline 0ode Exploration

7ffline Information .a*i!ation

Automated Information :o$nload

9anual Information :o$nloadRich Application @unctionalit%

=ollaboration

Alertin!

?rite3Bac

9ultimedia ;u ort

Au!mented Reality0ultiple 3evice 7upport

A le

Goo!le

Research In 9otion 5RI96

Are users able to na*i!ate information $ithout an acti*e data connection( usin! locally storedinformation=an users subscribe( on the de*ice( re orts or dashboards that the tool $ill do$nload automaticallyin the bac !round or u on a lication acti*ation

Are users able( on the de*ice( to select and immediately do$nload a re ort for later e' loration$ithout data connection

:oes the a lication ro*ide collaboration features such as annotations( rint3screen emailin!(discussion threads for re orts( and screen sharin! for li*e discussions:oes the a lication ro*ide notifications !enerated by redefined data monitorin! rules( or e*entoccurrences 5e"!"( JPI threshold achie*ed6

Is the a lication ca able of sim le data entry( such as fillin! a customer order form( and $ritin!bac to business a lications

Is the a lication ca able of $or flo$ tri!!erin! in business a lications:oes the a lication su ort rich content li e hotos( *ideo( sound and te't files as art of a BIre ortIs the a lication able to o*erlay information on to of the *ideo stream from the camera( or a mabein! u dated in real time accordin! to the user>s osition

:oes the a lication su ort A le i7; smart hones and tablets A lications offerin! the standard ?eb ortal to run on mobile de*ices( $ithout de*ice a$arenessand mobility enhancements( are considered as </ 3 .o su ort"< ;u ort for only one de*ice ty eis <1 3 Partial su ort"<

:oes the a lication su ort Goo!le Android smart hones and tablets A lications offerin! the standard ?eb ortal to run on mobile de*ices( $ithout de*ice a$arenessand mobility enhancements( are considered as </ 3 .o su ort"< ;u ort for only one de*ice ty eis <1 3 Partial su ort"<

:oes the a lication su ort RI9 smart hones and tablets A lications offerin! the standard ?eb ortal to run on mobile de*ices( $ithout de*ice a$arenessand mobility enhancements( are considered as </ 3 .o su ort"< ;u ort for only one de*ice ty eis <1 3 Partial su ort"<




9icrosoftEase of Use for 3evelopers

Inte!rated :e*elo ment ?or bench

Reuse of 8'istin! =ontent Is the a lication ca able of dis layin! e'istin! re orts $ithout modifications to the desi!n

.e$ =ontent :e*elo ment Is the rocess to create ne$ mobile re orts )uic and strai!htfor$ard

=ross3BI Platforms Inte!rationApplication 3evelopment

9obile A lications Inte!ration

A lication =ustomization

A lication :istribution

:oes the a lication su ort 9icrosoft smart hones and tablets A lications offerin! the standard ?eb ortal to run on mobile de*ices( $ithout de*ice a$arenessand mobility enhancements( are considered as </ 3 .o su ort"< ;u ort for only one de*ice ty eis <1 3 Partial su ort"<

:oes the a lication share a sin!le $or bench for des to 3 and mobile3based re ort de*elo ment(re)uirin! similar s ills

Is the a lication ca able of inte!ration $ith at least t$o e'ternal BI latforms( from different*endors( bein! able to le*era!e metadata( security and users> definitions to mobilize e'istin! BIcontent

:oes the a lication allo$ the inte!ration of mobile BI out uts in e'ternal a lications( and theinte!ration of e'ternal a lications> com onents in the mobile BI a lication

:oes the a lication ro*ide customization ca abilities for de loyment $ith a <s inned< interface(usin! customers> brand and ima!e

:oes the a lication ro*ide rocesses for user3dri*en setu ( includin!( if needed( self3ser*iceinstallation and automated arameters definition to connect to a BI ser*er( allo$in! for $ide mobileBI a lication distribution 5e"!"( for customer3facin! BI a lications6




:e*elo ment ;:J for 9obile

:oes the a lication ro*ide a de*elo ment ;:J for ad*anced mobile a lication customizationand inte!rationThe ;:J is not su osed to run on the mobile de*ices( but should be able to create and customizemobile de*ice BI a lications"




Administration

Inte!rated 9obile Infrastructure

Administrator3:ri*en ;etu

A lication 9ana!ement7ecurit%

=ommunications ;ecurity

:ata ;ecurity A lication ;ecurity :oes the a lication re)uire a ass$ord to access both online and offline content

BI 7b+ects and %ser ;ecurity

Total 7core -Total 9ossi#le 7core )B-7tandardi:ed 7core ;on a scale of ) to )-< -'--

:oes the a lication share the ser*er infrastructure as the des to BI latform( le*era!in! e'istin!metadata( security and users> definitions:oes the a lication share an administration console and rocesses $ith the des to 3based BI

latform

:oes the a lication ro*ide ca abilities for administrator3dri*en setu ( includin!( if needed(remote installation and automated arameters definition to connect to a BI ser*er

:oes the a lication ro*ide ca abilities to force u !rades and atch installation( to delete orconfi!ure the client a lication remotely

:oes the a lication use t$o3factor authentication certificates for the de*ice and BI ser*er( anddoes it use encry ted communications 5e"!"( HTTP;6 and su ort #P. connections:oes the a lication encry t locally stored data( and su ort remote data $i e ca abilities and theo tion for cache deletion $hen e'itin! the a lication

:oes the a lication im lement security filters for indi*idual users and !rou s( to restrict access tothe BI system content




0icrosoft *ffice Inte"rationCriterion Question Ratin"

Refresh

Formattin!

Formulas

=ell Loc in!Pi*ot Tables Is there su ort for i*ot tables and filters in 8'cel s readsheets?rite3Bac :oes the tool enable $rite3bac of data from 8'cel to another database7utloo =an the tool send alerts or tas s to ersonal 7utloo clients $ithout ro!rammin!

7utloo 1 =an users *ie$ data and re orts in 7utloo

;ecurity :oes the tool ro*ide authentication security $hen refreshin! data from an 9; 7ffice document

Total 7core -Total 9ossi#le 7core 267tandardi:ed 7core ;on a scale of ) to )-< -'--

7corecardsCriterion Question Ratin"

;trate!y 9a

9ethodolo!y

=ollaboration Analysis =an the tool !enerate analytic cubes 5from the scorecard model6 for further analysis

:oes the tool ha*e the ability to embed )ueries and ref resh them from a 9icrosoft 7ffice documentsuch as ?ord( 8'cel and Po$erPoint:oes the tool ha*e the ability to e' ort data into 8'cel s readsheets( $hile reser*in! e'istin!formattin! of the re ort:oes the tool ha*e the ability to e' ort data into 8'cel s readsheets( $hile su ortin! 8'cel3basedformulas:oes the tool ha*e the ability to loc cells on the s readsheet from a central location then ush thes readsheet 5$ith loc ed cells6 for decentralized consum tion

Is the tool able to desi!n strate!y ma s and other dia!rams outlinin! ob+ecti*es and attachedmetrics:oes the tool a ly a scorecard to a articular erformance methodolo!y( such as ;i' ;i!ma orbalanced scorecard:oes the tool enable scorecard users to collaborate *ia discussion threads about the status ofmetrics and recommend remedial action




Initiati*e Trac in! Alertin! Is the tool able to alert metric o$ners $hen metric status has chan!ed

Im act :ia!rams

7$nershi Are users able to assi!n o$nershi to metrics and scorecardsGrou 9etrics Are users able to !rou metrics by ob+ecti*es and o$nershi

;ummarized 9etric #ie$

Total 7core -Total 9ossi#le 7core 4-7tandardi:ed 7core ;on a scale of ) to )-< -'--

=an the tool trac initiati*es and other ro+ects alon!side metrics to monitor the actions bein!underta en( to correct and im ro*e the erformance associated $ith a metric

:oes the tool ro*ide the ability to lin metrics hierarchically $ith a cause and effect relationshi (and to create dia!rams de ictin! this relationshi

Are users able to instantly see best( $orst( fastest3risin! and fastest3fallin! metrics in a sin!le*ie$




9roduct Capa#ilities 8u%er =ei"hts 8u%er =ei"hted 7core





,2N0

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. Unimportant ). Important> / .0ust 1ave




,2M,

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,N,

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*LA9



*LA9Criterion Question Ratin"%ser3:efined Functions Are end users able to create edit deri*ed metrics usin! an automated $izard rocessRan ;ort :oes the tool enable users to ran and sort the results of *arious measures%ser3:efined :imensions =an end users edit add members to a dimension usin! an automated $izard rocess

Alternati*e Hierarchy :oes the tool su ort alternati*e hierarchies $ithin a dimensionInter3Ro$ =alculations :oes the tool su ort inter3ro$ calculations=om le' =alculations Are all calculations allo$ed across all dimensions

Automation =an end users build cubes usin! a $izardLoad Performance =an users do tric le feeds of cubes $hile cubes remain onlineLoad Performance 1 =an users do batch feed of cubes $hile cubes remain online=ache % date =an users set trade3offs bet$een freshness and )uery erformance to !uide cachin! rulesIn39emory =an users ma e calculations or do a!!re!ations to detail data in3memory at )uery time

Hybrid 7LAP 5H7LAP6Financial Intelli!ence :oes the tool su ort currency con*ersionsFinancial Intelli!ence 1 :oes the tool understand and correctly calculate e' ense and re*enue item *ariancesTime Intelli!ence Is there a $izard to de*elo a lication3s ecific time dimensions 5e"!"( fiscal year( retail6

Time Intelli!ence 1 :oes the tool handle calculation of t ime3balanced metrics 5e"!"( in*entory( rice( units sold6;ecurity :oes the tool define and filter security access by user or !rou to the cell le*el?rite3Bac :oes the tool su ort multi3user $rite bac to the 7LAP database under security

Asymmetric Hierarchies9ultidimensional 8' ressions 59: 6 :oes the BI latform su ort formula definition and database )uery usin! 9:

Automation =an the tool build cubes directly from relationally based star schemas

:rillin! on 9easures

Predefined =alculations

Relational 7nline Analytical Processin!

5R7LAP6

=an the tool erform multidimensional analysis a!ainst relational data $ithout relyin! on a

redefined a!!re!ates=an the a!!re!ates reside in an 7LAP cube structure( and the transaction detail reside in arelational data store $here it can be made a*ailable for drill3throu!h

=an the tool su ort the definition of true asymmetric hierarchies in any dimension 5$ithout<dummy< members6 5For e'am le( can it com are dis arate date ran!es or time frames $ithin asin!le results set 6

:oes the tool allo$ users to select drill do$n )uery based on a measure( not +ust a dimension5e"!"( all roducts $ith ositi*e mar!ins6:oes the tool ro*ide a com rehensi*e library of redefined calculations( com lete $ithdocumentation and e'am les of use


Allocations=an users ma e cost allocations to *arious data attributions in order to build customer roduct

rofitability models



7 timization

Plannin! :o the 7LAP ca abilities inte!rate seamlessly $ith the *endor>s lannin! roducts Acti*ity3Based =ostin! 5AB=6 =an the tool su ort allocations and acti*ity3based costin! calculations=ustom Grou s =an users define custom !rou s=ustom Hierarchies =an the user define custom hierarchies7ut of the Bo' =alculations =an the tool ma e out of the bo' calculations such as to bottom /, ran in!Time ;eries Is there trendin! — time3based analysis 5for e'am le( this year last year analysis6:rillin! / Is there drill3throu!h to detail maintenance 5chan!e source data6:rillin! 1 Is there drill3throu!h to detail resentation 5*ie$ source data6Procedural =alculations =an the tool ma e rocedural calculations 5embed scri t in! or synta'6;tatistical Functions ;tatistical analysis — $hat out of the bo' functions are a*ailable

Total 7core -Total 9ossi#le 7core )4B7tandardi:ed 7core ;on a scale of )-< -'--

;cenario Plannin! and <?hat If< Analysis

=an the tool su ort <$hat if< scenario modelin!( enablin! analysts to alter certain arameters totest their im actIs o eration modelin! functionality ro*ided to ma'imize or minimize *ariables based on

redefined constraints


Interactive isuali:ation and 3ata 3iscover%



Interactive isuali:ation and 3ata 3iscover%Criterion Question Ratin"End User @unctionalit%

Authorin! :oes the roduct su ort business3user3authored data disco*ery and dashboards:isconnected :oes the roduct su ort disconnected access

In39emory or =olumnar :ata ;tore =an the roduct use RA93based rocessin! on a ser*er to o$er interacti*e *isualizations

9emory 7 timizationGra hics Reuse :oes the tool su ort reusability $ithin !ra hical elements com onents

:irect Query?C;I?CG Is the de*elo ment en*ironment consistent $ith @?C;I?CG

Alerts3ata 9resentation and Interactivit%

Interaction Paradi!m /

Interaction Paradi!m 1

9ultidimensional Renderin!

;liders :oes the tool ro*ide a facility to slide a bar bet$een measures to filter data sets bein! sho$n;ortin! Are users able to sort the data automatically or manually

:oes the roduct ha*e any data3set limitations Ho$ are memory limitations mana!ed forerformance

:oes the roduct su ort direct ;QL and 9ultidimensional 8' ressions 59: 6 ad3hoc )ueryin!?hich s ecific sources

:oes the roduct su ort ca abilities for $or in! $ith alerts 5e"!"( email( rises notifications6 =anthe roduct alert on one metric and on a com osite of conditions

Ho$ do users interact *isually $ith content Is it direct interaction $ith a !ra h by dra!!in! anddro in! $hat users $ant to see

Are users able to erform analysis functions 5e"!"( drill( i*ot6 solely by interactin! $ith *isualima!es:oes the BI latform ro+ect multidimensional data attributes onto a t$o3dimensional ima!e usin!the size( sha e and color of the ob+ect


=ustom Grou s Are users able to erform sim le and com le' !rou in! of data item cate!ories=ustom Hierarchies =an users create custom hierarchies8'clude :ata From #ie$ Are users able to e'clude irrele*ant data or ee only the items of interest from the *ie$



8 clude :ata From #ie$ Are users able to e clude irrele*ant data or ee only the items of interest from the *ie$Basic =harts :oes the roduct include bar column( ie and line area charts

Ad*anced =harts

Trellisin!

Brushin!

=ascadin! Prom ts

Animation

=onditional Formattin!

Real3Time 8*ent :etection

Li*e :ataGeocodin! :oes the roduct include re3built !eocodes for either the %";"( 8uro e or Asia9a in! :oes the roduct include ma com onents:ata Layerin! :oes the roduct enable zoomin! in and out of ma *isualizations throu!h data layerin!

Pannin!=on*ersion =an end users instantly con*ert one *isual re resentation 5chart ty e6 into another; ar lines =an the roduct embed line3based micro charts in scorecard !ridsDoom In and 7ut :oes the roduct allo$ users to zoom into 5and out of6 *isualizations

Gra hical Re resentation 7 tionsPi*ot Tables :oes the roduct su ort tables i*ot tables

:oes the roduct include ad*anced *isualizations 5Includin! all of the follo$in!- combo charts(heatma s( bo' lots( aths on a ma ( different le*els of a!!re!ation( histo!rams( bubble( bullet(

candlestic ( areto( treema ( marime o( ' y or scatter charts( etc"6:oes the roduct su ort trellisin! This facility uses the dimension of a chart as an iterationdimension for roducin! an array of charts( sho$n in tabular form"

:oes the roduct su ort brushin! :oes it offer the ability to filter and ass arameters directlyfrom a !ra hic by clic in! on dra$n ob+ects 5either by usin! ctrl3clic or dra$in! a <lasso<6:oes the roduct su ort chart lin in! $ith cascadin! rom ts :oes it ha*e the facility to sho$multi le ers ecti*es on the same dataset simultaneously in lin ed *isual ob+ects

:oes the roduct su ort time3based animation laybac 5This is the ability to $atch trends in adataset de*elo in! o*er time throu!h the use of animated charts"6 =an this be achie*ed *ia the

use of a slider lin ed to a time series dimensionIs it able to ro*ide a color3coded summary of the state of a articular metric com ared to a !oalor threshold tar!et $ithout ro!rammin!=an the roduct detect real3time chan!es in data or recei*e e*ents from other sources $ithout

ollin!=an the motion of dials and !au!es be de icted from li*e data feeds usin! core roductfunctionality

:oes it offer annin! across multi le *isualizations or charts that are lar!er than accommodatedby the screen real estate

Is the roduct able to render summarized !ra hical re resentations of the data as a chart( !au!eor sto si!n


7ut ut Formats:oes the roduct su ort di*erse out ut formats includin! all of the follo$in! 5P:F( 9icrosoft7ffice formats( etc"6



Isosurfaces and =ontours=onte'tual :rill =an users drill from one dashboard to another $ith arameter assed

:rill3:o$n =an users drill do$n to a lo$er le*el of detail from a summary

Pi*ot;ort =an users re3sort data in a table $ithin an e'istin! dashboard

Global Filter =an users control the dis lay of one or more re orts in a sin!le ortal a!e or in a dashboardAnal%sis7LAP :oes the roduct su ort 7LAP style analysis

Attributes =an the roduct su ort use of attributes as facts or dimensions

7ut of the Bo' Functions

Predicti*e AnalyticsTe't Analytics Ho$ does the roduct su ort unstructured data minin!

Time ;eries?rite3Bac :oes the roduct su ort $rite3bac Ho$Financial 9odelin! :oes the roduct su ort financial modelin! and forecastin! models<?hat If< ;cenarios :oes the roduct su ort <$hat3if< scenarios Ho$;tati stical Functions :oes the roduct su ort com le' statistical functions ?hich ones

=om le' =alculations

A!!re!ations Asymmetric Re ortin! :oes the roduct su ort asymmetrical re ortin! 5e"!"( combined )ueries6

:rill

To $hat e'tent is it ossible to customize your o$n *isualizations =an data be de icted as ano*erlay on a hysical desi!n structure 5e"!"( stadium seatin!( store layout( air lane dia!ram6

=an the tool i*ot drill by other dimensions 5dra!!in! and dro in! or e' andin! and colla sin!for drill3do$n6

:oes the roduct su ort all of the follo$in! functions includin! sorts( mer!es( sam lin!(

summin!( a*era!es( min( ma'( !rou by( etc":oes the roduct su ort redicti*e analysis( and to $hat le*el :oes it su ort data minin!(se!mentation( re!ression and binnin!

Ho$ does the roduct su ort time series analysis includin! 5year to date( )uarter to date( monthto date6 :oes the roduct su ort automated calculations includin! runnin! total( chan!e o*er

rior year or year3o*er3year !ro$th $ithout the user creatin! com le' formulas

:oes the roduct su ort ad*anced calculations *ariables :oes the roduct su ortcalculations across all dimensions( a $indo$( reference dates( difference from a*era!e( multi3

ass a!!re!ation( !rou by a calculationHo$ does the user add o*erall subtotals( s ecific3le*el subtotals and !rand totals to a*isualization or data set

:oes the roduct su ort drill on relational or multidimensional hierarchies and !eo!ra hicma s


9rompts+ @ilters+ 9arameteri:ations

Is there su ort for cascadin! 5multile*el6 rom ts that resent selection filters based onassociated information 5For e'am le( from annual sales re ort( select the month of :ecember"



=ascadin! ParametersFilter Prom ts Are there filter rom ts Is there the ability to select from a finite set of filter o tions

Hierarchical Prom ts Are there hierarchical filtersFormattin! Prom ts =an users customize formattin! based on rom ts7ther Parameters ;u ort for other arameterizations not listed

Reuse

Total 7core -Total 9ossi#le 7core /447tandardi:ed 7core ;on a scale of )-< -'--

associated information 5For e am le( from annual sales re ort( select the month of :ecember?hen na*i!atin! to another re ort the month of :ecember arameter is maintained in the ne$*ie$ re ort"6

Is formattin! sa*ed bet$een data *ie$s =an users sa*e their filter and other formattin! o tionsfor reuse in runnin! a re ort 5includin! o tions for sa*in!( li e to Internet 8' lorer fa*orites( etc"6


7earch 8ased 8ID3ata 3iscover%



Criterion Question Ratin"

;earch3Based %ser Interface =an users na*i!ate and e' lore usin! a search 5Goo!le3li e6 interface

%nstructured :ata Pre aration

8'traction =a abilities

=lusterin!

.a*i!ation

Relatin!

Profilin!

:ata Inte!ration9ulti3Lan!ua!e ;u ort :oes the roduct su ort multi le lan!ua!es

Total 7core -Total 9ossi#le 7core 4-7tandardi:ed 7core ;on a scale of )-< -'--

:oes the roduct a ly a search inde' to both structured and unstructured data sources andma them into a classification structure of dimensions and measures

:oes the roduct su ort cleansin!( arsin!( e'tractin! entities( conte't( terms and atternmatches from te't includin! sentiment( emotion( o inion e'traction( semantic rocessin! andontolo!ies

:oes the roduct su ort s ecialized dictionaries( ta'onomies( ontolo!ies or e'traction rules Are there automated and consistent rocesses for e'tractin! te't of different formats from a $ide*ariety of internal and e'ternal data sources 5e"!"( email( ne$s feeds( T$itter( Faceboo ( blo!s(etc6

=an the roduct analyze lar!e sets of data includin! structured data and content 5such asdocuments6 and e*en user rofiles( and automatically identify inherent themes or informationclusters=an the roduct dynamically resent na*i!able arameters based on document ro erties andall metadata attributes — e' licitly defined or automatically !enerated

=an the roduct inte!rate lin relate information structured databases $ith unstructured contentFor e'am le( can it combine information found $ithin structured fields 5such as roduct name(size( rice or manufacturer6 $ith unstructured content such as roduct descri tion=an the roduct understand user interests based on their bro$sin!( content consum tion andcontent contribution

:oes the roduct ro*ide out of the bo' ca abilities for in!estin! and analyzin! lar!e amounts ofcontent( and connectors for enter rise a lications( enter rise content mana!ement 58=96(

Hadoo and .o;QL


9redictive Anal%tics and 3ata 0inin"



Criterion Question Ratin"

:escri ti*e ;tatist ics :oes the tool offer basic descri t i*e statistics includin! mean( min( ma'( standard de*iation

Inferential ;tatistics

=lassification :oes the tool enable the distribution of ob+ects into redefined classes or cate!orical *ariables8stimation =an the tool offer a rediction of the *alue of an un no$n( continuous *ariable

=lusterin!

Prediction

Affinity Analysis

Attribute Im ortance

Ad*anced Al!orithms

;imulation and 7 timization

Te't 9inin!Real3Time ;corin! =an the tool su ort real3time scorin! from models that use historical and real3time data

7 en ;tandards

Total 7core -Total 9ossi#le 7core 5/7tandardi:ed 7core ;on a scale of )-< -'--

:oes the tool offer confidence inter*al and hy othesis testin! usin! basic statistical ca abilities5e"!"( t3test( chi3s)uare6

Is the tool able to identify lo!ical !rou s in $hich to lace similar ob+ects =an it assi!n items in acollection to tar!et cate!ories or classes:oes the tool offer classification( estimation or clusterin! about a *alue or beha*ior $hich has yetto occur=an the tool determine $hich ob+ects can be e' ected to co3occur $ith other ob+ects 5e"!"(mar et bas et analysis6=an the tool identify the inde endent *ariables that ha*e the bi!!est im act on a de endent*ariable

:oes the tool su ort decision trees( re!ression( classification and re!ression trees 5=ART6(neural net$or s( case3based reasonin!( su ort *ector machines( !enetic al!orithms( and othersu er*ised learnin! techni)ues:oes the tool su ort o timization 5linear ro!rammin!( non3linear ro!rammin!( mi'ed3inte!er

ro!rammin!( etc"6( and simulation=an the tool arse unstructured content to create structured data ob+ects 5i"e"( columns6 that canbe used for redicti*e modelin!

=an the tool su ort user3defined al!orithms in a lu!3and3 lay fashion and im ort e' ort *iaPredicti*e 9odel 9ar u Lan!ua!e 5P99L6





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9roduct Component 3escription

*ther License+ 7upport+ =arrant% and Trainin"

Criterion Question Ratin"*ther License and 7upport

8usiness Intelli"ence 9latform

9roduct Components

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Component


Price Protection ?illin! to loc in discounts for /1 to 10 months



#irtualization Pricin! 9odel ;u ort for *irtualization9ulti3=ore Pricin! 9odel ;u ort for multi3core9achine3Based Pricin! Is ricin! tied to ty e of machine or cloc s eed;helf$are Pro*isions ;u ort credit for unused soft$are=arrant%

?hat is the 5a*era!e6 fre)uency of ne$ releases and u !radesHo$ does installation of u !rades affect soft$are o eration?hat is your su ort olicy on older soft$are releasesList any lanned enhancements $ith lanned release dates"

Is any customization automatically included in any u !rades

:escribe your soft$are $arranty( includin! all conditions(recourses( e'clusions and timeframes":escribe any $arranties offered on other ser*ices and roductsincluded $ith the soft$are"For $hat eriod of time are ma+or and minor roduct u !radesincluded in the urchase rice of the roduct

:o u !rades include re!ulatory re)uirement chan!es :oes thisaffect the fre)uency of u !rade releases


:oes customization incur additional annual maintenance costs



:oes customization incur additional annual maintenance costs:escribe the rocess and estimate the time re)uired to installsubse)uent releases *ersions of your roduct"


7upport?hat are your ost3im lementation su ort ser*ices ?hat are theinclusions e'clusions:escribe your hotline su ort ro!ram 5i"e"( hel des and roblem

l ti d 6"



:oes the tool su ort model and o tions:oes the tool su ort increases and ca o tions

Trainin":escribe $hat trainin! and documentation is a*ailable"

Is on3site trainin! a*ailableIs e3learnin! trainin! a*ailable7nline documentation a*ailable

7ervices?hat im lementation ser*ices do you offer

?hat is your !eo!ra hic co*era!e?hat are your on3 and offshore ca abilities

?hat are your areas of industry e' ertiseList your im lementation artners"

Total 7core -

resolution rocedures6":o you ha*e technical su ort for other lan!ua!es ?hichlan!ua!es?hat are the locations and hours of o eration for technical su ort5by !eo!ra hy( if there is *ariation by !eo!ra hy6


Total 9ossi#le 7core 2/7tandardi:ed 7core ;on a scale of )-< -'--



Quantit% List 9rice 3iscount Net 9rice

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