Start with a representative task and the people who will do it. Evaluate data connectors, refresh reliability, permissions, query performance, and report distribution. Test the same inputs across your shortlist and record output quality, manual work, and current plan terms.
What to do next
Write down what you need
Choose one task you need help with. Build dashboards and analyse organisational data. Note who will use the tool, what a good result looks like, and anything it must connect to.
Try the same task in each tool
Pick two or three options and give them the same example. Try a normal task and a difficult one. Record the result, any corrections, and how much time the work takes.
Check the cost and important limits
Ask specific questions before paying. For Microsoft Power BI: Test data connectors, refresh reliability, permissions, query performance, and report distribution in the exact plan you intend to use. Check the same requirements with the other options, including access, exports, and the price of the plan you need.
Useful tools to explore
Open a profile for more detail, or check the vendor’s current plans.
Analysts and business reporting teams considering Microsoft Power BI for this job: Business reporting and analytics.
Analysts and business reporting teams considering Tableau for this job: Business data visualisation.
Analysts and business reporting teams considering Looker for this job: Business intelligence and data exploration.
Before you decide
- Use your own example instead of relying only on a demo.
- Ask the people who will use the tool to try it.
- Check the full cost, including extra users and add-ons.
- Make sure you can export your work if you leave.
A long feature list does not show how well a tool works for your task. Choose using the results of your own test.
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