Allows users to create visualizations, interactive dashboards, and analyze data in real-time across various data sources to support decision-making processes.
Applications that transform complex datasets into intuitive visual representations to facilitate analysis, pattern recognition, and communication of insights to both technical and non-technical stakeholders.
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Multiple Data Source Connectivity Connects to diverse data sources such as SQL databases, flat files, cloud storage, and APIs. |
Dundas BI advertises connectivity to SQL, flat files, cloud storage, and API integrations on its site. | |
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Automated Data Refresh Schedules and executes automated updates of datasets from their respective sources. |
Dundas BI includes scheduled and automated data refresh capabilities per official documentation. | |
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Real-time Data Feed Support Supports live streaming or updates of data for up-to-the-minute visualization. |
Platform lists real-time data support/streaming dashboards. | |
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Custom Data Connectors Allows the creation or scripting of user-defined connectors for bespoke data sources. |
Custom connectors can be scripted via .NET and REST API. | |
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Data Blending Capability to merge and manipulate data from multiple sources in a single view. |
Data blending from multiple sources in a single view is a featured capability. | |
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Data Mapping Facilitates schema mapping and field matching across different data structures. |
Supports schema mapping and field matching in the data preparation layer. | |
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Scheduled Data Imports Ability to schedule regular imports from chosen data sources at defined intervals. |
Supports schedule-based data imports. | |
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Batch Data Processing Processes large volumes of data in batches for efficiency. |
Batch data uploads and processing supported. | |
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Change Data Capture (CDC) Detects and synchronizes only data changes, enhancing efficiency in updating visualizations. |
No information available | |
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API Integration Integrates directly with external APIs (e.g., Bloomberg, Reuters) to fetch up-to-date financial data. |
API integration is widely documented including connection to external APIs. | |
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Data Quality Checks Automated checking of imported data for completeness and format issues. |
Automated data quality and validation rules can be implemented in Dundas BI. |
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Drag-and-Drop Interface Enables users to create or modify visualizations without programming. |
Drag-and-drop designer interface confirmed on vendor website and reviews. | |
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Customizable Dashboards Users can tailor dashboards to their roles or preferences. |
Highly customizable dashboards are a core feature. | |
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Role-Based Access Control Allows defining different access rights for various users or groups. |
Role-based security controls described in admin documentation. | |
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Responsive Design Optimizes visualizations across devices, including mobile and web. |
Responsive design for mobile and web stated in product features. | |
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Multi-language Support Supports users operating in different languages. |
Supports multiple languages according to support site. | |
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Keyboard Navigation Offers keyboard-based controls for improved accessibility. |
Keyboard navigation available as part of accessibility support. | |
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Screen Reader Support Ensures compatibility with assistive technologies for visually impaired users. |
Screen reader support is referenced in accessibility materials. | |
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Pre-built Templates Provides ready-made templates for common visualization needs. |
Pre-built visualization templates are advertised to speed up dashboard design. | |
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Contextual Help & Tooltips In-app guidance and tooltips to assist users in using features. |
Contextual help and tooltips found in application per documentation. | |
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User Customization Save Slots Stores and retrieves personalizations for future sessions. |
User personalization and save slots (user profiles) supported. | |
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Dark Mode Supports color schemes suitable for low-light environments. |
Dark mode supported in recent product releases. |
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Wide Range of Chart Types Supports charts like line, bar, pie, area, scatter, heatmap, treemap, and more. |
Wide variety of chart types included in core library per vendor site. | |
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Time Series Visualization Specialized tools for showing trends, seasonality, and anomalies in time-based data. |
Time series visualizations and tools are supported for trend analysis. | |
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Interactive Filters & Slicers Users can filter or slice data dynamically within visualizations. |
Interactive filtering and slicer controls are part of dashboard features. | |
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Drill-down and Drill-through Allows users to explore data by clicking through deeper levels of detail. |
Drill-down and drill-through navigation confirmed by product demos. | |
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Custom Chart Creation Ability to script or define new, user-specific chart types. |
Custom chart creation via scripting or design studio is supported. | |
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Geospatial Maps Visualize geographic data with map overlays and customizable regions. |
Geospatial and map visualizations are included. | |
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Conditional Formatting Dynamic styling of visual elements based on value thresholds. |
Conditional formatting of visual elements supported based on value rules. | |
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Annotation and Commenting Add notes or comments directly onto charts for context. |
Annotations and comments can be attached to charts. | |
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Storyboarding/Presentation Mode Tools to sequentially present visualizations as a narrative. |
Storyboarding and presentation mode mentioned in product walkthroughs. | |
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Hierarchical Visualizations Supports tree, sunburst, or network diagrams for hierarchical data. |
Supports hierarchical visualizations (tree maps, sunburst, etc.) | |
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Dashboard Embedding Allows embedding dashboards in external applications or sites via iframe or API. |
Dashboards can be embedded in other sites/apps via iframes and APIs. |
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Real-time Collaboration Multiple users can work together on the same dashboard or report simultaneously. |
Real-time collaboration is supported for shared dashboard editing. | |
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Commenting & Discussion Threads Enables inline discussions and feedback on reported data or visuals. |
Supports commenting and discussion threads on reports/dashboards. | |
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Scheduled Sharing Automatically delivers reports or dashboards to designated recipients at set times. |
Automated scheduled sharing and publishing is included. | |
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One-click Export Export charts and dashboards to PDF, Excel, PPT, or image formats. |
One-click export to PDF, Excel, Image confirmed. | |
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Public Links Allows sharing of live dashboards with external stakeholders via secure URLs. |
Public links for securely sharing live dashboards are enabled. | |
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Version History Track, review, and revert to earlier versions of dashboards or datasets. |
Version history for dashboards and objects is a functionality. | |
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Embedded Collaboration Tools Built-in chat, notifications, or tasks assigned within the platform. |
No information available | |
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Access and Audit Logs Tracks user access and actions for security and compliance. |
Platform logs access and user actions for compliance. | |
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Approval Workflows Facilitates workflow for peer review and management sign-off. |
No information available | |
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Annotation Sharing Annotations and markups can be shared and viewed by authorized users. |
Annotations/markups sharing is supported with access controls. | |
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Integration with Collaboration Suites Integrates with platforms like Microsoft Teams, Slack, or Google Workspace. |
Microsoft Teams, Slack, and Google Workspace integration is provided. |
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Data Encryption at Rest and in Transit Encrypts stored and transmitted data to prevent unauthorized access. |
End-to-end encryption in transit and at rest detailed in security documents. | |
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User Authentication (SSO, MFA) Supports Single Sign-On and Multi-Factor Authentication. |
SSO and MFA supported as authentication mechanisms. | |
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Granular Permissions Access rights can be set at dataset, visualization, and user level. |
Granular permissions by user, role, and dataset are available. | |
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Audit Trails Logs all access and changes made to data and dashboards. |
Audit trails for all user and data activity provided. | |
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Data Masking Masks sensitive data fields as per user or group policies. |
Data masking features supported as per group/user security policies. | |
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Compliance Certifications Certified for industry standards (e.g. SOC 2, GDPR, CCPA, ISO 27001). |
Compliance certifications (SOC 2, GDPR, ISO 27001) frequently mentioned. | |
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Data Residency Options Allows choice of data center location to meet jurisdictional requirements. |
Opt for region-specific data hosting for compliance requirements. | |
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Automated Data Retention Policies Automates purging or archiving as per legal or regulatory schedules. |
Data retention automation is available per compliance module. | |
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Secure API Access APIs require secure tokens/keys for integration. |
Secure APIs with tokens/key are required for integrations. | |
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Intrusion Detection Monitors for and alerts on suspicious activity. |
Security module lists intrusion detection and alert features. | |
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Secure Sharing Controls Share controls include expiration, password protection, and access revocation. |
Sharing options include access expiration, password, and revocation. |
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Concurrent User Support Maximum number of users that can use the platform simultaneously without degradation. |
No information available | |
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Dashboard Load Time Time taken to fully load a complex dashboard. |
No information available | |
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Maximum Data Volume Handled The upper limit of data (rows, size) that can be managed effectively. |
No information available | |
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Horizontal Scalability Capability to add more servers or resources to accommodate demand. |
Dundas BI is stateless and scales horizontally by design. | |
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In-memory Processing Uses RAM for faster data queries and visualization updates. |
In-memory data processing is used for performance. | |
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Caching Mechanism Stores frequently accessed data for rapid visualization reloading. |
Caching mechanisms for dashboards and queries are present. | |
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Optimized Query Execution Efficient algorithms for minimizing data retrieval and rendering times. |
Optimized query processing is a documented capability. | |
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Asynchronous Data Processing Processes large calculations or queries in background threads. |
Supports asynchronous/background processing for long-running tasks. | |
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Failover and Redundancy Automatic recovery and backup mechanisms in case of interruptions. |
Failover and redundancy options available in the enterprise edition. | |
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Elastic Resource Allocation Dynamically assigns resources based on load. |
Elastic resource allocation supported through cloud deployment. | |
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Performance Monitoring Tools Monitors and visualizes system performance to detect bottlenecks. |
System performance monitoring and alerting are available. |
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Built-in Statistical Functions Offers statistical metrics (mean, median, standard deviation, etc.) as part of visualization. |
Standard statistical functions are available within formulas and analysis panels. | |
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Integration with Analytical Libraries Connects with Python, R, or other statistical/ML libraries. |
Integration with R and Python available for advanced analytics. | |
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Scenario Analysis Tools Supports ‘what-if’ and scenario modeling directly in dashboards. |
Scenario and what-if analysis features advertised. | |
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Forecasting Models Supports ARIMA, exponential smoothing, or similar time series modeling. |
Forecasting models via built-in tools and scripting supported. | |
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Custom Formula Editor Allows users to define custom calculations using formulas or code. |
Custom formulas via scripting and formula editor supported. | |
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Regression Analysis Supports building and visualizing regression models. |
Regression analysis features possible via integration and native formulas. | |
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Correlation Analysis Identify and visualize relationships between variables. |
Correlation analysis tools built-in. | |
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Anomaly Detection Built-in tools to flag and visualize outlier data points. |
Anomaly detection tools available via formula and model integration. | |
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Clustering Visualization Supports visualization of clusters or segmentations within fund portfolios. |
Clustering visualization supported via integration and mapping tools. | |
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Natural Language Query Enables users to ask questions in plain English and get visual answers. |
No information available | |
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Back-testing Framework Tools to run and visualize back-tests of investment strategies. |
No information available |
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Custom Branding Allows platforms and dashboards to be rebranded with client logos and colors. |
Extensive custom branding and white-labeling available. | |
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Plugin and Extension Marketplace Access to a library of add-ons for new features and integrations. |
Marketplace for extensions and add-ons exists. | |
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Scripting Support Custom scripts (JavaScript, Python, etc.) for creating tailored functionality. |
Custom scripting support (JavaScript, .NET, Python) included. | |
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API for Programmatic Access RESTful or other APIs for automating or customizing workflows. |
RESTful API access documented for automation/integration. | |
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Custom Visual Component Creation Users/developers can build and add their own chart types. |
Custom visual component creation is available. | |
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Data Transformation Pipelines Extensible ETL (Extract-Transform-Load) processes for bespoke needs. |
Data transformation pipelines built using ETL tools. | |
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Custom Alerting Rules Define alerts and notifications based on complex user-defined logic. |
Custom alerting rules and notifications configurable by user/admin. | |
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Multi-tenancy Support Supports creation of segregated environments for different clients or business units. |
Multi-tenancy support described for enterprise and service provider use. | |
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Localization and Internationalization Supports translation and adaptation to local conventions. |
Supports localization and internationalization. | |
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White-label Embedding Embed visualizations in 3rd-party portals without vendor branding. |
White-label embedding confirmed. | |
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Workflow Automation Support Trigger actions or workflows from visual transactions or events. |
Workflow automation via events and triggers can be implemented. |
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Data Cleansing Tools Identify and correct errors, fill blanks, and standardize formats. |
Data cleansing tools included in data preparation layer. | |
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Data Aggregation Easily group and summarize data at various levels. |
Aggregation by multiple levels and groupings available. | |
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Calculated Fields Create new fields based on custom equations or logic. |
Calculated fields via formula editor is a standard feature. | |
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Time-series Data Handling Recognizes and handles time-based records efficiently. |
Time-series handling and recognition for time-based data analytics. | |
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Data Normalization Standardizes disparate values for improved comparison. |
Normalization tools and features for data standardization. | |
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Pivot and Unpivot Tools Transforms data orientation for various analysis requirements. |
Pivot/unpivot tools available for reshaping data. | |
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Hierarchy Building Create parent-child relationships between data elements. |
Hierarchy builder available for datasets. | |
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Data Sampling Take representative samples for performance and testing. |
Data sampling supported for testing and performance. | |
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Automated Join Detection Recommends potential joins between tables based on schema analysis. |
Automated join detection based on schema. | |
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Transformation Script Library Reusable pre-defined scripts for frequent transformations. |
Script library for data transformation included. | |
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Reproducible Data Pipelines Design and execute repeatable data transformation flows. |
Supports repeatable/reproducible data pipelines. |
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Automated Report Scheduling Schedule reports to be generated and delivered automatically. |
Report scheduling and automated distribution supported. | |
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Report Customization Modify the layout, branding, and content of generated reports. |
Extensive report customization supported. | |
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Multi-format Exports Supports exporting to multiple formats like PDF, Excel, CSV, PPT. |
Export options include PDF, Excel, CSV, PPT, HTML. | |
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Parameterized Reports Allows users to input parameters and receive tailored reports. |
Parameterized reporting (user input for tailored reports) available. | |
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Bursting Distributes personalized sections of a report to corresponding recipients. |
No information available | |
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Interactive Reporting Reports support drill-down, filtering, and dynamic exploration after distribution. |
Interactive reports (drill-downs, filters after distribution) are supported. | |
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Compliance-friendly Report Archiving Archived reports conform to industry retention and audit requirements. |
Archiving features conforming to compliance needs are present. | |
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Extensive Visualization Export Exports entire dashboards or specific visualizations with retaining interactivity (HTML, SVG). |
Exports can retain interactivity for HTML/SVG outputs. | |
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On-demand Report Generation Authorized users can create reports instantly as needed. |
On-demand report generation supported in browser and mobile. | |
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Distributed Notification Integration Automatically notifies recipients via email, SMS, or messaging apps when new reports are available. |
Notifies recipients of new reports via multiple channels. | |
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Report Scheduling Conflict Resolution Automated handling of overlapping report generation and distribution schedules. |
No information available |
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Comprehensive Documentation Complete user and developer guides, API references, and release notes. |
Comprehensive user and developer documentation available. | |
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In-app Tutorials Step-by-step tutorials available within the platform. |
Guided in-app tutorials included. | |
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24/7 Support Round-the-clock technical support for global teams. |
24/7 global technical support available for enterprise clients. | |
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Active User Community Access to a vibrant ecosystem of users for advice and resource sharing. |
Active community forums and user content on dundas.com. | |
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Professional Training Formal training sessions, webinars, or certifications for users and admins. |
Professional training, webinars and certifications offered. | |
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Knowledge Base/FAQs Repository of frequently asked questions and best practices. |
Knowledge base and FAQs publicly available. | |
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Custom Support Packages Tiered or bespoke support offerings depending on organization needs. |
Custom/tiered support offerings available. | |
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Regular Feature Updates Consistent new feature rollouts and maintenance updates. |
Regular feature rollouts and maintenance updates indicated in release notes. | |
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Bug Tracking and Feedback Mechanisms Channels for submitting bugs, feature requests, and getting status updates. |
User feedback, bug report, and tracking mechanisms present. | |
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Multi-channel Support Access Reach help via chat, phone, email, and ticketing systems. |
Multi-channel support via email, chat, phone, ticket system. | |
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Service Level Agreements (SLAs) Defined response and resolution times for support issues. |
Service level agreements defined for enterprise support. |
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