--- title: The Top 11 Business Analytics Requirements Checklist --- # The Top 11 Business Analytics Requirements Checklist Last Reviewed: March 18, 2026 8 min read [1 comment](https://www.selecthub.com/business-analytics/business-analytics-tools-requirements/#comments) [ ![Payal Tikait](https://www.selecthub.com/wp-content/uploads/2022/02/cropped-Payal-Tikait-min-96x96.jpg) ](https://www.selecthub.com/author/payal-tikait/) [Written by Payal Tikait](https://www.selecthub.com/author/payal-tikait/) Technical Content Writer [ ![Hunter Lowe](https://www.selecthub.com/wp-content/uploads/2023/11/cropped-Hunter-Headshot-96x96.jpg) ](https://www.selecthub.com/author/hunter-lowe/) [Edited by Hunter Lowe](https://www.selecthub.com/author/hunter-lowe/) Content Editor [ ![Sagardeep Roy](https://www.selecthub.com/wp-content/uploads/2025/01/Sagardeep-Roy-96x96.jpg) ](https://www.selecthub.com/author/sagardeep-roy/) [Technical Research by Sagardeep Roy](https://www.selecthub.com/author/sagardeep-roy/) Senior Analyst Table of Contents * [Top Business Analytics Requirements](#Top%5FBusiness%5FAnalytics%5FRequirements) * [1\. Advanced Analytics](#1%5FAdvanced%5FAnalytics) * [2\. Augmented Analytics](#2%5FAugmented%5FAnalytics) * [3\. Dashboarding and Data Visualization](#3%5FDashboarding%5Fand%5FData%5FVisualization) * [4\. Data Management](#4%5FData%5FManagement) * [5\. Data Querying](#5%5FData%5FQuerying) * [6\. Embedded Analytics](#6%5FEmbedded%5FAnalytics) * [7\. Geospatial Visualizations and Analysis](#7%5FGeospatial%5FVisualizations%5Fand%5FAnalysis) * [8\. Internet of Things (IoT) Analytics](#8%5FInternet%5Fof%5FThings%5FIoT%5FAnalytics) * [9\. Mobile BI](#9%5FMobile%5FBI) * [10\. Reporting](#10%5FReporting) * [11\. Platform Functions](#11%5FPlatform%5FFunctions) * [Factors to Consider](#Factors%5Fto%5FConsider) * [Determine Business Objectives](#Determine%5FBusiness%5FObjectives) * [Provide an Intuitive User Interface](#Provide%5Fan%5FIntuitive%5FUser%5FInterface) * [Facilitate Advanced Analytics](#Facilitate%5FAdvanced%5FAnalytics) * [Offer Mobility](#Offer%5FMobility) * [Obtain Data From Multiple Sources](#Obtain%5FData%5FFrom%5FMultiple%5FSources) * [Provide Integration](#Provide%5FIntegration) * [Conclusion](#Conclusion) Your organization creates and collects immense amounts of data — probably even more than you realize. What do you do with that data once it’s there? How can it help you? How do you make sense of it? This is where [business analytics](https://www.selecthub.com/category/business-analytics/) comes into the picture. [Business analytics tools](https://www.selecthub.com/c/business-analytics-tools/) fall into a subcategory of [business intelligence](https://www.selecthub.com/category/business-intelligence/) and involve the methodical exploration of data to help businesses make data-driven decisions. We’ve created a handy business analytics requirements checklist to help you determine what your organization needs. [Get our BA Tools Requirements Template](https://pmo.selecthub.com/ba-req-template/) ![Business Analytics Tools Requirements]() ## Top Business Analytics Requirements The following is a checklist of important business analytics requirements: ### 1\. Advanced Analytics Advanced analytics is an umbrella term for a wide range of analytics techniques that make use of cutting-edge computing techniques such as machine learning. It refers to the autonomous examination of data using techniques beyond those offered by more basic BI. The goal of advanced analytics is to discover insights, make predictions or generate recommendations for improving business. Some features included involve structuring unstructured data with text and statistical analysis. Explore and analyze vast amounts of unstructured text data to identify concepts, patterns, keywords and other attributes through text analytics capabilities. Generate a regression model that describes and analyzes relationships between dependent and independent variables and leverage it to make accurate predictions. It supports different types of regression analysis such as linear, logistic, exponential, polynomial and multivariate. Leverage scenario and what-if analysis to compare different scenarios and their potential outcomes based on dynamic parameters or values. Forecast future trends based on present and past data using forecasting methods like [exponential smoothing](https://machinelearningmastery.com/exponential-smoothing-for-time-series-forecasting-in-python/), moving averages, ARIMA, SARIMA and more. ### 2\. Augmented Analytics Leverage augmented analytics and machine learning automation to augment [data profiling](https://www.talend.com/resources/what-is-data-profiling/), harmonization, modeling, manipulation, metadata development and cataloging. Find new clusters or segments and create forecasts automatically. Adjust algorithm hyperparameters to improve the accuracy of the predictive model. Automate alerts for outliers/anomalies based on data changes. Identify robust variables for use in predictive modeling. Leverage a text or voice-based search interface to search through data using natural language statements. [Get our BA Tools Requirements Template](https://pmo.selecthub.com/ba-req-template/) ### 3\. Dashboarding and Data Visualization Create advanced visualizations using libraries and packages of Python and R programming languages. Animate data and present it to display changes across multiple groups or time periods. Leverage auto-charting capabilities to select suitable visuals for graphical data representations. ![Kipfolio Marketing Dashboard Example]() A dashboard displaying different marketing metrics. [Source](https://www.klipfolio.com/blog/starter-guide-to-dashboards) Create dashboards to provide a single-screen view of KPIs, business analytics metrics and critical data points. Facilitate automatic dashboard visualization refreshing at regular intervals. Use drill-down and drill-up capabilities to explore multidimensional and hierarchical data. Interact with charts, graphs and other visuals through scaling, linking, tooltips and more. ### 4\. Data Management Leverage [data blending](https://www.sisense.com/glossary/data-blending/) functions to combine multiple datasets for analysis. Explore large unstructured datasets to uncover patterns, characteristics and points of interest and describe them using visualization tools and techniques. Ensure data is governed and in sync with the organization’s procedures, policies and objectives to mitigate risks of multiple sources of truth. Facilitate multidimensional analysis by supporting OLAP operations like roll-up, drill-down, slicing and dicing. Centralize metadata and offer information about each data piece, including location, profile, statistics, summaries and comments. [Build Comprehensive Requirements with the Decision Platform](https://www.selecthub.com/decision-platform/) ### 5\. Data Querying Query data from multiple sources, including relational databases, XML, CSV, web services and more. Update records and return them to the data source without maintaining a connection for batch updates. ![Creating Query in Tableau]() Create complex queries in Tableau. [Source](https://interworks.com/blog/kwagner/2014/07/24/custom-sql-tableau-82/) Create complex queries using filters, set operators and calculated conditions. Execute queries on data residing within the main memory. Create complex database queries using drag-and-drop visual tools to find data across different sources. Run queries at scheduled intervals and events. ### 6\. Embedded Analytics Integrate interactive dashboards, reporting, workflows and data analysis into the embedding application. Ensure [multitenancy](https://www.cloudflare.com/en-in/learning/cloud/what-is-multitenancy/) by creating separate workspaces for tenants and users to maintain data separation. Update multiple data sources in real time by initiating backend processes in the embedding application. ### 7\. Geospatial Visualizations and Analysis Plot geographic locations on the map with forward and reverse geocoding. Find locations on the fly without knowing geographic coordinates with map search functionality. Perform calculations and functions to transform geospatial data and perform analysis. Visualize spatial data with interactive map visuals, including proportional symbols, choropleth, dot distribution, heatmaps, dual-axis maps and more. ![Geospatial Analysis in Tableau]() Conduct geospatial analysis to determine profitable locations in Tableau. ### 8\. Internet of Things (IoT) Analytics Process and analyze IoT data at the edge, close to its point of generation without moving it to a centralized location. Explore and analyze data generated by connected IoT devices such as sensors on manufacturing equipment, pipelines, weather stations, delivery trucks, smart meters and more. Facilitate real-time and continuous analysis of time-based data as it generates. [Get our BA Tools Requirements Template](https://pmo.selecthub.com/ba-req-template/) ### 9\. Mobile BI Mobile business intelligence (mobile BI) refers to the ability to provide data analytics services to mobile/handheld devices and/or remote users. It enables users with limited computing capacity to use and receive the same or similar features, capabilities and processes as those found in a desktop-based business intelligence software solution. BI systems with mobile BI give users the ability to access data, content and other features from mobile devices like smartphones and tablets. This feature is becoming increasingly popular as people spend less time at their desks and more time on the move. It can include anything from mobile phone apps to designated web browsers to mobile versions of the site where the software is hosted. Leverage mobile-optimized dashboards and reports with interactive drill-down/up capabilities. Facilitate geospatial analysis on mobile devices. Use the mobile app in offline mode as it incorporates sophisticated caching algorithms to enable user interactions in areas with limited or no network access. Enable push notifications to take corrective actions immediately. ### 10\. Reporting Create and distribute reports on the fly with ad-hoc reporting capabilities. Deliver reports at regular intervals. Create built-in alerts to distribute reports only when a pre-specified condition is met. Leverage conditional formatting to highlight cells with a particular color or font when a specific condition is fulfilled. Design and templatize complex reports for particular user groups. Process, query and generate reports through text-based natural language. ![PowerBI Dashboard]() Create robust reports in Power BI. [Source](https://docs.microsoft.com/en-us/power-bi/create-reports/desktop-excel-stunning-report) ### 11\. Platform Functions Collaborate and share visualizations and reports via team messaging and collaboration platforms, emails, discussion threads and more. Store and manage data generated by different departments independently. Create projects or workspaces that contain a collection of visualizations, dashboards and reports. Support globalization standards such as language, fonts, symbols, time zone, currency and more. [Compare Top Business Analytics Software Leaders](https://pmo.selecthub.com/ba-report-pd-vers/) ## Factors to Consider Let’s look at the factors to consider before choosing a business analytics solution: ![Factors For Selecting a BA Solution]() ### Determine Business Objectives Your business analytics solution should support existing and future business needs. It is vital to document core business objectives and outcomes. Then break down the objectives into measurable analytics goals. Finally, choose a platform that helps you achieve your goals. ### Provide an Intuitive User Interface You will refer to the business analytics platform while making key decisions. So, the solution should provide robust self-service analytics capabilities and a user-friendly interface. Non-technical users should be able to create and understand reports and dashboards easily. ### Facilitate Advanced Analytics The business analytics solution should recognize data patterns and trends while predicting future events and outcomes. Build advanced statistical models to make accurate forecasts. ### Offer Mobility Mobile analytics is an effective way to keep everyone in the organization connected. Global companies need to be able to make data-driven decisions on the go. Before considering solutions, make sure you ponder the following questions: * What kind of mobile analytics capabilities do you need? * Do you need to view dashboards and reports or create and edit them on the fly? Mobile BI facilitates collaboration and boosts user adoption rates. ### Obtain Data From Multiple Sources Modern analytics solutions combine and analyze multiple complex data sources, including structured, semi-structured and unstructured. With the ability to combine data from a variety of sources onto a single dashboard, these solutions provide a complete view of business performance. ### Provide Integration While selecting a solution, decide whether a standalone or an integrated system is apt for your business. Integrated platforms offer access to existing analytics capabilities that users understand. You must gauge how easily an analytics platform can integrate with the existing solution and third-party sources. [Receive Advice From the Experts](https://www.selecthub.com/managed-selection-services/) ## Conclusion It’s important to select the right solution based on objectives, user interface and visualization, advanced analytics, mobility and integration capabilities. The business analytics requirements checklist can help you adopt a suitable solution that caters to business needs. [Implementing a business analytics](https://www.selecthub.com/business-analytics/business-analytics-implementation/) solution with the right set of features can improve processes and overall performance. Did we miss any requirements? What do you want to see in a business analytics tool? 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Contributions from Payal Tikait, Sagardeep Roy, Akshay Parekh, and Hunter Lowe. ## About the Contributors The following team members helped research, create, and review this content. [ ](https://www.selecthub.com/author/payal-tikait/) Written by [Payal Tikait](https://www.selecthub.com/author/payal-tikait/) Technical Content Writer Payal is a Market Analyst and Technical Content Writer at SelectHub. She is passionate about curating content for business intelligence, ERP and human resource domain. In her free time, you will find her reading a mystery novel or experimenting with different cuisines in the kitchen. [See Full Bio](https://www.selecthub.com/author/payal-tikait/) [ ](https://www.selecthub.com/author/sagardeep-roy/) Technical Research by [Sagardeep Roy](https://www.selecthub.com/author/sagardeep-roy/) Senior Analyst Sagardeep is a Senior Research Analyst at SelectHub, specializing in diverse technical categories. His expertise spans Business Intelligence, Analytics, Big Data, ETL, Cybersecurity, artificial intelligence and machine learning, with additional proficiency in EHR and Medical Billing. Holding a Master of Technology in Data Science from Amity University, Noida, and a Bachelor of Technology in Computer Science from West Bengal University of Technology, his experience across technology, healthcare, and market research extends back to 2016\. As a certified Data Science and Business Analytics professional, he approaches complex projects with a results-oriented mindset, prioritizing individual excellence and collaborative success. [See Full Bio](https://www.selecthub.com/author/sagardeep-roy/) [ ](https://www.selecthub.com/author/akshay-parekh/) Technical Research by [Akshay Parekh](https://www.selecthub.com/author/akshay-parekh/) Principal Analyst Akshay is a highly analytical and detail-oriented Software Research Analyst with a proven track record of generating industry-standard templates for RTs, RFIs, pricing guides, LTSRs, and more across software categories like Big Data Analytics, BI, ETL, EDI, EHR, Endpoint Security and Medical Billing. He holds a Bachelor of Technology in Computer Science Engineering and an MBA in Marketing and Analytics from IBS Hyderabad. He loves to spend time exploring spirituality, reading books, and watching sports, especially cricket, tennis, MMA, and boxing. [See Full Bio](https://www.selecthub.com/author/akshay-parekh/) [ ](https://www.selecthub.com/author/hunter-lowe/) Edited by [Hunter Lowe](https://www.selecthub.com/author/hunter-lowe/) Content Editor Hunter Lowe is a Content Editor, Writer and Market Analyst at SelectHub. His team covers categories that range from ERP and business intelligence to transportation and supply chain management. Hunter is an avid reader and Dungeons and Dragons addict who studied English and Creative Writing through college. In his free time, you'll likely find him devising new dungeons for his players to explore, checking out the latest video games, writing his next horror story or running around with his daughter. [See Full Bio](https://www.selecthub.com/author/hunter-lowe/) Ritinder KaurThe Future of Business Analytics Trends in 2026 * ‹ * › ### Conversation (1) ![Avatar](https://secure.gravatar.com/avatar/281d3616cf761f3582c0d76c23517846?s=32&d=mm&r=g) Write a response [Cancel reply](https://www.selecthub.com/business-analytics/business-analytics-tools-requirements/#respond) Your message Your name \* Your email \* Website Save my name, email, and website in this browser for the next time I comment. * ![Avatar photo](https://secure.gravatar.com/avatar/fb8ac3067f4778271c1137a9c75c29d3a2d4833905ce2d3ed8a35dabc88b11e2?s=96&d=mm&r=g) #### **Shayur Maharaj** \- November 24, 2020 This is a very insightful piece on analytics **[Reply](#comment-54478)** **Tier 1:** Fully/moderately supported out-of-the-box allowing for quick and easy deployment. Fully or moderately supported out-of-the-box with industry-leading capabilities and is immediately available after installation without needing any add-ons, integrations, or custom development. **Tier 2:** Supported with workarounds or add-ons that may require additional costs. Not directly available in the software, but can be accomplished using other built-in features, workarounds, or add-ons/products from the vendor with or without any additional cost. **Tier 3:** Requires partner integrations or custom development that is often at an additional cost. Requires additional integrations, plugins, marketplace applications from a third-party vendor, or custom development using the APIs, libraries, extensions, and development framework supported by the software, with or without any additional cost. 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