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Introduction Business intelligence (BI) refers to technologies, practices and tools that transform raw data into meaningful insights for decision making. A reporting tool is a software application designed to present data in tables, charts and formatted documents for operational or strategic use. Organisations choose different BI and reporting products depending on requirements such as real‑time…

Popular BI and reporting tools — strengths, weaknesses and using them with live SharePoint data

Introduction

Business intelligence (BI) refers to technologies, practices and tools that transform raw data into meaningful insights for decision making. A reporting tool is a software application designed to present data in tables, charts and formatted documents for operational or strategic use. Organisations choose different BI and reporting products depending on requirements such as real‑time access, ad hoc analysis, pixel‑perfect printing or embedded analytics.

Popular tools: short descriptions, strengths and weaknesses

Power BI

Power BI is Microsoft’s modern BI platform that supports interactive dashboards, visual analytics and self‑service reporting. It can import data into a managed dataset or use DirectQuery to query a remote source at report runtime.

  • Strengths: rich visuals, strong integration with Microsoft 365 and Azure, good for self‑service analysis and enterprise deployment.
  • Weaknesses: performance of large models can require architectural planning; some features depend on cloud services or licensing tiers.

SQL Server Reporting Services (SSRS)

SSRS is Microsoft’s on‑premises reporting engine for producing paginated, printable reports. It supports complex layouts, parameterised reports and subscriptions.

  • Strengths: ideal for operational, paginated reporting and scheduled distribution; tight integration with SQL Server data sources.
  • Weaknesses: less suited for interactive, exploratory visual analysis compared with modern BI platforms.

Qlik Sense

Qlik Sense is an associative analytics platform that enables dynamic data exploration through in‑memory processing and associative indexing.

  • Strengths: powerful associative engine for fast exploration, flexible mashups and strong self‑service capabilities.
  • Weaknesses: requires licensing for enterprise use; memory and architecture planning are important for very large datasets.

Tableau

Tableau is a visual analytics tool focused on rapid dashboard development and interactive data exploration. It supports both in‑memory extracts and live connections to databases.

  • Strengths: excellent visualisation options, intuitive authoring experience and broad connector support.
  • Weaknesses: cost can be significant for large deployments; advanced data modelling sometimes requires upstream work in a database or ETL layer.

IBM Cognos

IBM Cognos is an enterprise reporting and planning suite that provides governance, scheduling and complex report authoring for large organisations.

  • Strengths: strong governance, scheduling and enterprise reporting capabilities; suitable for regulated industries.
  • Weaknesses: steeper learning curve and heavier administration compared with lightweight BI tools.

Crystal Reports

Crystal Reports is a long‑standing tool for producing highly formatted, printable reports, often used for financial or regulatory documents.

  • Strengths: precise control over report layout and print output; well suited for invoices, forms and official documents.
  • Weaknesses: limited interactivity and modern visual features; development can be slower for dashboards.

Google Data Studio (Looker Studio)

Google Data Studio (now Looker Studio) is a cloud‑based tool for composing dashboards and reports from a variety of cloud data sources.

  • Strengths: free for many users, easy to share dashboards in the cloud and simple authoring for marketers and analysts.
  • Weaknesses: limited on‑premises connectivity and enterprise governance compared with dedicated BI platforms.

Microsoft Excel

Excel remains widely used for ad hoc reporting, analysis and simple dashboards. Modern Excel connects to databases and supports Power Query for data preparation.

  • Strengths: ubiquitous user knowledge, flexible calculations and rapid prototyping of reports and small dashboards.
  • Weaknesses: can be fragile at scale, challenging to maintain as a single source of truth for enterprise reporting.

Key technical terms

For clarity, a few terms used above are defined here:

  • DirectQuery: a mode where a BI tool issues queries to the source database at runtime rather than importing data into a local model.
  • Live data: data that is accessible near real‑time from its authoritative source, as opposed to periodic extracts.
  • Native SQL Server connection: the built‑in ability of many BI tools to query Microsoft SQL Server using supported drivers (such as Microsoft’s SQL Server driver) without third‑party bridges.
  • SharePoint list: a structured collection of items stored inside SharePoint used to manage records such as tasks, contacts or inventories.

Using these tools with live SharePoint data

Many BI and reporting tools listed above can connect natively to SQL Server. That means if SharePoint list data is available in SQL Server tables, tools such as Power BI, SSRS, Tableau, Qlik Sense, IBM Cognos, Crystal Reports, Google Data Studio and Excel can query the data directly without expensive or brittle third‑party connectors.

SQList from AxioWorks provides a practical way to make SharePoint list data available in SQL Server. By synchronising SharePoint lists into queryable SQL tables, SQList enables the full range of BI tools to work with live or near real‑time SharePoint content while leveraging the native SQL Server drivers those tools already support. For a concise overview of the practical advantages, see Why use SQList: practical advantages of bringing SharePoint list data into SQL Server.

When Power BI is used, a DirectQuery approach is often the better choice for dashboards that need current values rather than scheduled imports. The article Why DirectQuery is often the better choice for Power BI reports explains when live querying reduces latency and maintenance overhead.

SQList’s synchronisation model also helps maintain on‑premises security and compliance requirements; its architecture is deliberately simple to reduce attack surface and make it easier to secure within existing infrastructure. For security‑centric considerations, see Why SQList is a secure choice for SharePoint–SQL replication.

Practical examples and benefits

  • Operational dashboards: An operations team can use Power BI or Tableau to display current tasks and SLAs stored in SharePoint lists by querying the corresponding SQL tables directly. This avoids manual exports and reduces refresh delays.
  • Paginated regulatory reports: Finance departments can use SSRS or Crystal Reports to generate periodic, printable statements using the same SQL representation of SharePoint lists—ensuring consistency across reports.
  • Ad hoc analysis: Analysts using Excel or Google Data Studio can connect to SQL Server to pivot and explore SharePoint data without needing special SharePoint connectors.

Benefits include improved performance for large lists, simplified permissions and governance through SQL Server security, and the ability to reuse one canonical data model across different BI tools.

When this approach is appropriate and who it is intended for

This approach is appropriate when organisations use SharePoint lists as a business‑critical data source and need reliable, scalable reporting or integration with line‑of‑business systems. It is especially relevant for:

  • Organisations with on‑premises or hybrid environments that require data residency or strict security controls.
  • Teams that need live or near real‑time dashboards rather than hourly or daily extracts.
  • Projects that require multiple BI tools to access the same authoritative dataset without managing separate connectors for each tool.

It is less appropriate when SharePoint lists are small, change infrequently and the organisation prefers a pure cloud‑native workflow where data is managed entirely in SaaS pipelines.

Conclusion

Choosing a BI or reporting tool depends on the use case: interactive visual analysis (Power BI, Tableau, Qlik Sense), paginated print‑ready reports (SSRS, Crystal Reports), enterprise governance (IBM Cognos) or lightweight dashboards (Google Data Studio, Excel). By representing SharePoint list data in SQL Server, organisations can use any of these tools with live data and without purchasing expensive, bespoke connectors. SQList from AxioWorks is a practical way to create that SQL representation, enabling consistent, secure and performant reporting across the tools you already use.

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