MicroStrategy vs Chartio

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Our analysts compared MicroStrategy vs Chartio based on data from our 400+ point analysis of Business Intelligence Tools, user reviews and our own crowdsourced data from our free software selection platform.

Chartio Software Tool

Product Basics

MicroStrategy is a data visualization and reporting platform that deploys on-premise and on the web. The cloud version runs on AWS or Microsoft Azure. MicroStrategy Library is the web edition, while Workstation is the desktop version.

It reigns supreme as the top analytics tool in our product directory and provides 91% of the required features out of the box. Regarding source data integration, it leaves very little to chance, winning our best-in-class award for connectivity. With over 200 connectors, there’s a high chance it’ll satisfy your data needs.

If not, you can build one using a software development kit. SDKs are also the force behind REST and embedding APIs, HyperIntelligence and data visualization. Plus, the semantic layer enables automating data prep and analysis and generating visualizations on cue.

Dossiers in MicroStrategy are like books; they have chapters further divided into pages, and each page has one or more visualizations. Every view is free-form — you can move charts around and organize them as you like. With write-back capability, you can update underlying databases from visualizations.

The vendor launched its unified cloud AI analytics platform, MicroStrategy One, with GPT-4o in September 2024. It’s twice as fast, digging into the selected data to produce dashboard summaries and answer user queries in seconds. Update 12 has auditing capabilities and shows details of active licenses, including their compliance status.

Its heart and soul is an Intelligence Server that manages metadata and processes queries. A mobile app is available. There’s a 30-day trial, but access to group permissions, KPIs and subscriptions requires a paid upgrade.

User reviews mentioned that the solution was effective, but the ecosystem and pricing were complex.

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Chartio (acquired by Atlassian) was a cloud-based data analytics solution founded with the mission to make data accessible to anyone. It allows users to blend and process data from numerous sources into a single operational database and write queries through a drag-and-drop visual SQL interface. Via self-service analysis, it empowers users to discover actionable insights that provide answers to their questions. Its data visualizations and interactive dashboards help drive data-informed decision making.

It is available on a per-user monthly subscription basis, with three tiers of pricing: Startup, Growth and Premium.
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Product Assistance

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Knowledge Base
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Product Insights

Our analysts ranked it best-in-class for the following attributes.
  • Visualize Metrics: Various chart types, templates and customization are standard fare in modern data tools, and MicroStrategy is no different. What’s notable is seamless map integration while staying performant. It gets our best-in-class award and a 100 score for versatility in visualization.
  • Share Insights: Conditional formatting, templates, custom reports, scheduling and bookmarks—MicroStrategy ticks all the boxes, and we give it a 100 and the top product award for reporting. It supports report versioning, leaving Qlik and Oracle Analytics behind in this regard.
  • Secure Data: The vendor provides the entire gamut of security features—role-based views, audit logs, row and column-level security, encryption, MFA, and SSO — making it the best-in-class tool in its category. We give it a 100 score, at par with Qlik, Oracle and Domo.
  • Stay Connected 24/7: It also gets top honors and a 100 score for mobile data access, beating leading products like Tableau and Oracle. With MicroStrategy technology, anyone can deploy mobile apps with custom workflows, branding and multifactor security authentication. Barcode scanning is available for retail businesses and app vendors.
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  • Make Data Accessible to All: Unlocks data analysis for everyone in an organization through an intuitive interface, interactive dashboards and a free self-learning library of resources. Reduce reliance on analysts or engineers with do-it-yourself access.
  • Get Connected in Minutes: Connect to unlimited sources within minutes and have the platform visualizing data within hours. 
  • Empower Data Teams: Analysts with technical knowledge can focus their time and efforts on building complex models and writing scripts instead of pulling basic reports for their managers. 
  • Speedy SQL: Write and edit queries faster than by manual input within the visual SQL interface. Set up repeatable workflows to speed up analysis, resulting in accelerated time to insight.
  • Improve Collaboration: Fosters teamwork around data — chat on dashboards, easily embed or send insights that are designed to be shared with others and spark conversations to align teams and clarify goals.
  • Security: Built with security in mind at every step, with SOC 2, HIPAA, Privacy Shield and GDPR certifications. Encrypts all data at rest and in flight, using industry-standard HTTPS to keep data safe and secure. Manage data access through secure login with Google Apps, SAML compatibility and role-based permissions for granular control. 
  • Scalability: Draw, blend and analyze data from wherever it lives and connect to as many sources as needed as the company grows. Scale up or down with a flexible pricing model — pay for exactly what is necessary.
  • Expert Support: Take advantage of an abundance of resources available both on the vendor’s website and through their support team, with extensive documentation and on-demand training sessions.
  • Free Trial: Sign up for a 14-day free trial to try it out for free.
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  • HyperIntelligence: Learn about departments or employees by hovering over their names. To get ready information, add the HyperIntelligence extension to your Chrome instance and configure it to your MicroStrategy environment.
  • Auto Express: Shift the heavy lifting to AI bots — have them analyze your dashboards and suggest deep-dive questions, many of which you might not have thought of. Pull data from Amazon Redshift, Azure SQL Database, Databricks, Google BigQuery and Snowflake, among others.
  • Action Triggers: Update data in Salesforce CRM, trigger email campaigns in Marketo, or approve expenses in Workday from a MicroStrategy dashboard. Triggering workflows from dashboards is available in MicroStrategy One and Auto Express.
  • Intelligent Cubes Technology: Drive targeted marketing campaigns by digging deep into buyer demographics, purchase histories and engagement levels. Create an Intelligent Cube to store data in memory and reuse it for as many reports as desired.
  • Metadata Management: Organize data using a handy index that points to where everything is. It also gives contextual names to datasets so everyone uses the same terminology. Metadata management establishes data lineage by narrating its entire journey — where it started, how it was changed and which tasks use it now.
  • Role-Based Displays: Remember skimming through your course book a day before an important test? You read the important parts while you skipped the rest. If that’s what you feel when decisions are at stake, role-based views are what you need. CEOs can choose high-level overviews, while middle management might want detailed reports.
  • Free-form Subscriptions: This is a new feature that allows users to view updates as PDF or Excel files without signing in to MicroStrategy. It’s a great functionality for those who are away from their desks and for their teams in the field.
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  • Data Connectivity: Integrates directly with most major sources, including Amazon Redshift, Google BigQuery, Google Sheets, MySQL, PostgreSQL, Snowflake, Amazon Athena, Amazon Aurora, Amazon RDS, CSV file uploads, Microsoft Azure, Microsoft SQL Server, Oracle and more. Databases remain secure as the solution maintains read-only access either through direct, encrypted cloud connections or SSH tunneled connections to cloud, hybrid or on-premise environments.
  • Data Blending: Draws data from multiple data sources to a single central database without altering the source data.
  • Visual SQL: Anyone can have the power of an analyst and form SQL queries with an intuitive drag-and-drop interface — no coding necessary. Explore, transform and visualize data. Makes data analysis more accessible for all while making more complex SQL analysis easier for pros, who can toggle to the raw text-based SQL editor at any point.
  • Data Visualizations: Build visually appealing charts and graphics that identify trends, patterns and outliers within datasets. Customize visualizations in any way, with chart options including area charts, bubble maps, bar charts, line charts, maps, pie charts, funnel charts, scatter plots, tables and more. 
  • Auto Chart Wand: Click the wand icon to auto-select the most suitable chart type for the data. 
  • Customizable Dashboards: Design interactive dashboards that provide the perfect portal for all crucial metrics in one place. Customize the layout and details of dashboards, and then save these styles as custom themes for other team members to use — or select from a variety of pre-set options.
  • Intuitive Data Exploration: Hover over charts to explore metrics, click on charts to drill down into filters and scroll around a dashboard to engage with visualizations. Dig deeper with slice and dice filters, sorting options and search capabilities. 
  • Snapshots: Automatically saves a PDF copy of selected dashboards at pre-set daily times. Travel through time to review historical data, track how metrics have changed and save information, maintaining accurate records for audits.
  • Comment on Dashboards: Invite teammates to join dashboards and control their level of editing access. Discuss insights, exchange feedback or request help through inline commenting and mention tagging, without leaving dashboards. Stay informed of new replies and mentions through email notifications and in-app alerts.
  • Sharing Options: Embed a real-time interactive version of a dashboard into other applications or sites with a customizable code snippet. Share dashboards via scheduled email alerts or download them in various file formats like PDF, PNG or SVG for optimal sharing and collaboration. Connect to Slack and share insights directly to team channels or conversations.
  • Alerts: Schedule a query to run at designated intervals and if the value returned meets a specified threshold, designate an email alert to send to any party, licensed or not. Integrate alerts with email, third-party automation software, or slack. 
  • Permissions: Establish teams for each department — for example, sales, marketing, support, etc. — and assign permissions for dashboards and data sources to the entire group. Manage permissions on an even more granular level, down to a per-user basis.
  • Data Connectivity: Integrates directly with most major sources, including Amazon Redshift, Google BigQuery, Google Sheets, MySQL, PostgreSQL, Snowflake, Amazon Athena, Amazon Aurora, Amazon RDS, CSV file uploads, Microsoft Azure, Microsoft SQL Server, Oracle and more. Databases remain secure as the solution maintains read-only access either through direct, encrypted cloud connections or SSH tunneled connections to cloud, hybrid or on-premise environments.
  • Data Blending: Draws data from multiple data sources to a single central database without altering the source data.
  • Visual SQL: Anyone can have the power of an analyst and form SQL queries with an intuitive drag-and-drop interface — no coding necessary. Explore, transform and visualize data. Makes data analysis more accessible for all while making more complex SQL analysis easier for pros, who can toggle to the raw text-based SQL editor at any point.
  • Data Visualizations: Build visually appealing charts and graphics that identify trends, patterns and outliers within datasets. Customize visualizations in any way, with chart options including area charts, bubble maps, bar charts, line charts, maps, pie charts, funnel charts, scatter plots, tables and more. 
  • Auto Chart Wand: Click the wand icon to auto-select the most suitable chart type for the data. 
  • Customizable Dashboards: Design interactive dashboards that provide the perfect portal for all crucial metrics in one place. Customize the layout and details of dashboards, and then save these styles as custom themes for other team members to use — or select from a variety of pre-set options.
  • Intuitive Data Exploration: Hover over charts to explore metrics, click on charts to drill down into filters and scroll around a dashboard to engage with visualizations. Dig deeper with slice and dice filters, sorting options and search capabilities. 
  • Snapshots: Automatically saves a PDF copy of selected dashboards at pre-set daily times. Travel through time to review historical data, track how metrics have changed and save information, maintaining accurate records for audits.
  • Comment on Dashboards: Invite teammates to join dashboards and control their level of editing access. Discuss insights, exchange feedback or request help through inline commenting and mention tagging, without leaving dashboards. Stay informed of new replies and mentions through email notifications and in-app alerts.
  • Sharing Options: Embed a real-time interactive version of a dashboard into other applications or sites with a customizable code snippet. Share dashboards via scheduled email alerts or download them in various file formats like PDF, PNG or SVG for optimal sharing and collaboration. Connect to Slack and share insights directly to team channels or conversations.
  • Alerts: Schedule a query to run at designated intervals and if the value returned meets a specified threshold, designate an email alert to send to any party, licensed or not. Integrate alerts with email, third-party automation software, or slack. 
  • Permissions: Establish teams for each department — for example, sales, marketing, support, etc. — and assign permissions for dashboards and data sources to the entire group. Manage permissions on an even more granular level, down to a per-user basis.
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Product Ranking

#15

among all
Business Intelligence Tools

#43

among all
Business Intelligence Tools

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Analyst Rating Summary

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94
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100
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

MicroStrategy
Chartio
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Advanced Analytics Augmented Analytics Data Management Data Pre-processing Data Transformation Data Visualization Embedded Analytics Capabilities Geospatial Visualizations And Analysis Mobile Capabilities Platform Capabilities Reporting 94 66 100 100 97 100 100 100 100 96 100 0 25 50 75 100
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User Sentiment Summary

Great User Sentiment 973 reviews
Great User Sentiment 343 reviews
84%
of users recommend this product

MicroStrategy has a 'great' User Satisfaction Rating of 84% when considering 973 user reviews from 5 recognized software review sites.

89%
of users recommend this product

Chartio has a 'great' User Satisfaction Rating of 89% when considering 343 user reviews from 5 recognized software review sites.

4.9 (24)
5.0 (11)
4.2 (544)
4.5 (246)
4.3 (63)
4.6 (34)
4.2 (73)
4.4 (5)
4.2 (269)
3.9 (47)

Awards

SelectHub research analysts have evaluated MicroStrategy and concluded it deserves the award for the Best Overall Business Intelligence Tools available today and earns best-in-class honors for Data Pre-processing, Embedded Analytics Capabilities, Geospatial Visualizations and Analysis and Mobile Capabilities.

Analysts' Pick Award
Data Pre-processing Award
Embedded Analytics Capabilities Award
Geospatial Visualizations and Analysis Award
Mobile Capabilities Award

we're gathering data

Synopsis of User Ratings and Reviews

Data Visualization: Users were satisfied with its powerful dashboards and personalization options for self-service analytics.
Functionality: Reviewers praised the platform for delivering on capabilities and scaling with their data needs.
Ease of Use: User reviews appreciated its reusable objects and semantic layer for automating data wrangling and visualization workflows.
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Data Analysis: All of the users who reviewed this platform for data analysis said that it delivers valuable, accurate insights and a variety of options for digging deeper.
Ease of Use: Of the reviews which mentioned ease of use, more than 88% said that this is an excellent tool for non-technical users, with an intuitive user interface.
Data Visualization: About 80% of users who reviewed this feature said that the solution does a good job of visualizing data and metrics to facilitate easy understanding.
Navigation: It is easy to navigate through different tools and options in the system; as observed by 60% of users who talked about navigation.
Collaboration: Of the reviews which referenced its sharing and collaboration features, more than 91% said it excels in bringing users together and empowering a data-driven culture.
Short Learning Curve: According to 82% of users who reviewed its learning curve, this solution is quick and easy to pick up, especially thanks to the resources provided by the vendor.
Support: Support is both helpful and proactive, and the vendor incorporates feedback into future updates, according to 88% of users who reviewed their support offerings.
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Cost: A majority of the users found the platform to be expensive.
Adoption: Most reviews said the platform had a steep learning curve.
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Speed: Of the users who mentioned its speed, approximately 83% said that it loads too slowly, with timeouts for especially large queries.
Price: About 63% of users who reviewed its cost said that it’s too expensive, especially when adding the embedding feature to their plan.
No Mobile App: All of the users looking for a mobile app said that there currently is no application for mobile devices available.
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MicroStrategy is a patchwork quilt of products on the web, desktop and mobile. There’s MicroStrategy Library where you can access published content and Auto Express for dashboarding and bot creation. Anyone with basic data skills can feed information to a bot and gain insights in seconds.You don’t need a credit card to sign up for the free trial, but you won’t be able to publish content to the server without a paid upgrade. As for choosing which edition to use, there’s the web and the desktop instance. Which one will suit you? Maybe both?MicroStrategy Workstation is for developers and data analysts and is more robust for manipulating data. It provides administrative control, even when offline, and helps prototype content before it goes live. Combining multiple visualizations on a single page provided me with more context for the same data.On the other hand, the Workstation version lacks the same level of natural language processing as the web version.MicroStrategy Web is for delivering content to your clients. Being online, it’s open to seamless upgrades and customization, and identity management and collaboration are built in. If you have a small organization, the web version might suffice, but you might want to consider going for both if you deal with large data volumes.Metadata mapping was immensely useful to me when designing a bot using MicroStrategy Auto Express. All I needed to do was feed it the data, and it generated a slew of questions I might want to ask.With a semantic layer, Microstrategy is among the BI tools that work best with large data warehouses. If you’ve just started in business or haven’t got large data volumes yet, you might want to consider a simpler tool.An oft-repeated sentiment in user reviews was that this motley crew of products — web, desktop and mobile — didn’t always sync. The vendor positions MicroStrategy One as a unified solution that’ll, hopefully, eliminate these annoyances.On the flip side, quite a few users said it could be clunky for inexperienced users. Also, some reviewers said it slowed on occasion. Most people said the solution was expensive and found its learning curve quite steep.In summary, MicroStrategy is worth considering, especially if you’re a medium or large-sized company looking for a web reporting tool with a user-friendly interface.

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Chartio is a SaaS BI tool that rates quite highly with its user base, thanks to a myriad of unique benefits and features that help companies save time and increase productivity. Most significantly, many reviews focused on its ease of use — not only is the platform user-friendly and intuitive, with a clean, drag-and-drop interface, but it’s also designed to help users build SQL queries without coding knowledge. Easy to pick up, it’s also easy to master, with a remarkably short learning curve due to built-in tools and tips, as well as an abundance of vendor-provided documentation, online resources and proactive customer support. Many users reported that this tool increased organization-wide data literacy and reduced reliance on their IT, R&D and analyst departments by providing truly self-service BI. In addition, it facilitates smooth collaboration and painless sharing of insights. Users also praised its data analysis functionality, which gives insight into overarching trends while inviting deeper exploration at a granular level through flexible filters, slice-and-dice tools and drill-down capabilities. This tool’s data visualization and dashboarding features, while lacking in some customization compared to competitors, help users track KPIs and see metrics from all of their data sources in one place. However, some reviews mentioned that this solution suffers from slow loading times and refresh rates, especially with larger data sets. Another con cited by several users is its cost: while some say that it’s affordable, others say that it’s too expensive for what it provides and that the price hike associated with adding embedding to pricing plans is too high. For businesses specifically looking for a mobile app, this tool may not be the right fit, as there is currently no mobile app. Though it lacks some advanced features needed by power users or provided by other alternatives, some reviews said that this is a trade-off for its ease of use with business users. Overall, Chartio is a great fit for businesses seeking to empower all their employees with data-driven decision making and encourage them to discover their own insights, while reducing the burden on their IT department.

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Screenshots

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