Topic
Self-service analytics
Self-service analytics is one name over two different jobs. One is letting a customer change what an existing dashboard shows: filters, ranges, groupings. The other is letting them build something that did not exist before, which is a report builder and a much larger commitment.
Start hereSelf-Service Analytics: Internal and Customer-Facing Use CasesSelf-service analytics guide for B2B SaaS: internal BI vs customer-facing embedded analytics, implementation strategies, multi-tenancy, and platform selection.
Definitions
Self-service analytics: the two definitions.
- ArticleWhat Is Self-Service Analytics? A Customer-Facing GuideDesign self-service analytics as a governed path from a scoped question to a published, supported, and safely retired customer artifact.
- TermSelf-Service BISelf-service business intelligence (BI) empowers non-technical users to access, analyze, and visualize data independently without relying on IT teams or data specialists.
Report builders
Customer-built reports and what they require.
- GuideReport Builder: Build Analytics Reports or Let Customers Build ThemHow to plan, build, test and maintain reports people actually use, and what changes when you stop building the reports and start shipping the surface your customers build them on: defining purpose when you will never meet the audience, preparing data you do not own, and testing a builder rather than a report.
- ArticleSelf-Service Analytics Tools: What They Are and How to ChooseMost self-service analytics tools are built for internal BI teams. If you're building customer-facing analytics, here's what actually matters.
Governance
Definitions, access rules and ownership after launch.
- ArticleSelf-Service Analytics Best Practices: A Governed Release LoopTreat self-service analytics as a lifecycle for exploring, reviewing, publishing, and operating trustworthy content.
- ArticleSelf-Service BI Implementation: How to Pilot, Scale and OperateImplement self-service BI with explicit discovery, security, pilot, scale, and operating gates instead of a universal week-by-week promise.
By the audience it reports to
The same topic, by industry.
- Sales and CRMPipeline and CRM reporting inside your product
- Operations and Supply ChainOperations and supply chain analytics, with per-number freshness
- FinanceFinance analytics, reconciled to the ledger
- Retail and EcommerceRetail and ecommerce analytics, with comparable store windows
- HealthcareHealthcare analytics, with source reconciliation and access by care relationship
- MarketingMarketing analytics for agencies, white-label per client
- HRHR analytics, scoped by reporting line