利基玩家,在特定领域(行业、垂直或用例)表现出色,或者他们擅长满足使用特定云堆栈的组织的 ABI 需求。
但他们在创新或性能方面超越其他供应商的能力可能有限。
他们可能专注于 ABI 平台市场的特定领域或方面,但在其他地方缺乏深度功能。
或者,他们可能拥有相当广泛的 ABI 平台,但实施和支持能力有限或客户群相对有限(例如,仅在特定地区或行业中)。
重要解读
我们通常关注 Power BI,Tableau 以及中国厂商的情况。
关于 Power BI
Microsoft is a Leader in this Magic Quadrant. It has massive market reach and momentum through Office 365 and a comprehensive, visionary product roadmap. Microsoft Power BI offers data preparation, visual-based data discovery, interactive dashboards and augmented analytics.
The new “goals” capability enables data-driven and collaborative tracking of key business metric scorecards. Power BI is primarily deployed as a SaaS option running in Azure, but offers a less-functional on-premises option in Power BI Report Server. Microsoft continues to align Power BI closely with Office 365, Microsoft Teams, Excel and SharePoint. In 2022, Microsoft’s vision is to make Power BI the hub for data and analytics in an organization.
Strengths
Alignment with Office 365, Teams and Azure Synapse: The inclusion of Power BI in the Office 365 E5 SKU has provided an enormous channel for the platform’s spread. As many customers turn to Teams for remote work collaboration, the ability to access Power BI and now “goals” within the same Teams interface is a compelling integration for business users. Power BI and Azure Synapse alignment addresses multiple data and analytics personas and use cases.
Price/value combination: Power BI does not sacrifice quality in order to achieve its disruptively low pricing model. The Power BI cloud service is rich in its capabilities, which include an enlarged set of augmented analytics and automated ML (autoML) capabilities.
Power portfolio and product ambition: Microsoft has a clear vision for cross-utilization of Power BI, Power Apps and Power Automate to drive business value. Power Apps can be embedded in Power BI dashboards or access Power BI datasets, and Power Automate flows can be constructed to take various actions based on the data. AI-powered services, such as text, sentiment and image analytics, are available within Power BI Premium.
Cautions
Gaps in on-premises capabilities: Compared with the Power BI cloud service, Microsoft’s on-premises offering lacks significant functional capabilities, including dashboards, streaming analytics, prebuilt content, natural language question and answer, automated insights, and alerting.
Azure as the only deployment option: Microsoft does not give customers the flexibility to choose a cloud IaaS offering. While data connectivity enables multicloud and hybrid cloud scenarios, its Power BI service runs only in Azure. However, customers that utilize Azure can take advantage of the global reach and multigeography capabilities offered by Microsoft’s cloud platform.
Content publication process and governance: Creating a process for promotion and publication of Power BI content can lead to a significant administrative overhead for customers. With a one-to-one relationship between published Power BI apps and Workspaces, organizations may be manually managing many hundreds of Workspaces — an issue Microsoft plans to address in its roadmap. How to govern self-service usage is one of the most common questions asked about Power BI by users of Gartner’s inquiry service.
强调了 Power BI 正与 Office 365 协同一致,在价格低廉的情况下还能确保质量,Power 系列产品有清晰的战略路线,极度具有竞争力。
Alibaba Cloud is a Niche Player in this Magic Quadrant. It competes primarily in Asia/Pacific, but it has global potential. Alibaba Cloud is the largest public cloud platform provider in Asia/Pacific. It offers data preparation, visual-based data discovery, interactive dashboards and augmented analytics through its Quick BI platform. This platform is available as a SaaS option running on Alibaba Cloud’s infrastructure, an on-premises option on Apsara Stack Enterprise and an embedded analytics option with Alibaba Business Advisor.
Quick BI 4.1 has improved data source connectivity capabilities for accelerated queries and broader integration options with the mainstream digital workplace applications (DingTalk, WeChat/WeCom and Lark) in China.
Strengths
Digital workplace-oriented collaborative analytics: Quick BI is seamlessly integrated with DingTalk — Alibaba Cloud’s digital workplace application that has massive adoption in China. DingTalk not only improves collaborative analytics with multipersona users, but is also an important sales channel for Quick BI.
Composable analytics to drive actions: Quick BI is utilized in Alibaba Cloud’s “Data Middle Office” strategy, which delivers modular and reusable D&A capabilities. Quick BI offers native support for Dataphin (a data integration product), which can be used to help compose analytic applications and automate business-oriented actions in Business Advisor, closing the loop of analytic tasks.
Data literacy program: Quick BI launched its task-based training program to upskill its users, including onboarding, systematic product courses, real-world practice with users’ own data and analytics experience sharing via livestreaming. The program is coupled with incentives that provide coupons to offset the license cost and store credits for Alibaba Cloud’s e-commerce store.
Cautions
Investment focus: Although Alibaba Cloud is large in overall company size, Quick BI is not a strategic focus compared to the vendor’s DBMS and AI product lines. The overall headcount for Quick BI is fewer than 100 people, which is significantly lower than other major hypescalers’ ABI platforms.
Product dependence: Like other large cloud service providers’ analytics offerings, Quick BI is highly dependent on other Alibaba Cloud services to provide governance, data management and advanced analytics capabilities. Although Quick BI is competitively priced, the total cost of a customer’s analytics ecosystem may rise when they require additional capabilities that are only adapted to the service Alibaba Cloud provides.
Geographical presence and market momentum: Alibaba Cloud is a China-focused vendor, with a minimal installed base elsewhere. As a SaaS offering, Quick BI is often packaged into the vendor’s integrated Data Middle Office solution.
第二个要说的是帆软。
FanRuan. FanRuan is one of the largest ABI vendors in China, where its traditional, report-centric BI product, FineReport, is widely used. Its new FineBI product offers self-service, visually driven BI via an on-premises deployment model. FanRuan did not meet the criteria for market momentum required for full coverage in this Magic Quadrant.
帆软也得到了提名。
演化过程
2008 到 2022 的 15 年商业智能领域演化过程:
💡注意
本次考虑的积累效应,整合了历史的全部评价进行积累式评估,更具有价值。
如果考虑积累效应,则有:
Power BI vs. Tableau
Power BI 与 Tableau 的进化过程:
【动图如下】
最后一年的竞争:
(2021~2022)
自 2015 年 Power BI 发布以来,Power BI 就开始一路进取的过程,再来看看 Power BI 和 Tableau 两大优秀产品的发展: