Yellowfin BI has been a great tool for turning our data into something the whole team can actually use. What I like most is how easy it is to navigate, even non-technical users can build dashboards and explore insights without feeling overwhelmed. The visualizations are clean and flexible, and the storytelling feature really helps when presenting results to stakeholders. Review collected by and hosted on G2.com.

One area Yellowfin could improve is performance with very large datasets. When we pull in a lot of data at once, dashboards can slow down and take longer to load than we’d like. It’s not a deal-breaker, but it does mean we have to be more careful with how we structure reports and what we load into a single dashboard. Review collected by and hosted on G2.com.

In my daily work, I use Yellowfin BI to create the reports and dashboards as per client requirement.I added drill-down reports to see more details by client when they click on the main report like by user and by amount. Also, I used the column formatting and filter features while creating reports. I created dashboards and added the reports like table and charts report. I also share reports and dashboards with my clients using broadcast scheduling. Review collected by and hosted on G2.com.

Sometimes, Yellowfin BI takes more time to load large reports. When the data is large, filtering and refreshing take longer and slow down the work. Review collected by and hosted on G2.com.

I like how Yellowfin BI turns complex data into clear, actionable insights and promotes collaboration and self-service analytics. It empowers our teams to make faster and more confident decisions without adding technical complexity. The collaboration and self-service features work together seamlessly, allowing users to explore data independently, share insights instantly, and make decisions with a shared understanding. I also appreciate how it integrates smoothly with other tools and systems, acting as a central layer for visualization, reporting, and insight sharing. The user-friendly interface and strong support made onboarding a good experience for our team. Additionally, I value its ease of use, collaborative features, self-service analytics, and strong reporting capabilities. Review collected by and hosted on G2.com.

Good question — every BI tool has trade-offs. Here’s a balanced, honest answer that highlights areas for improvement without sounding overly negative (great for reviews or surveys): What Could Be Improved in Yellowfin BI? While Yellowfin BI is a strong and reliable analytics platform, there are a few areas where improvements would make it even better. 1. Performance with Large or Complex Datasets When working with very large datasets or highly complex reports: Dashboards can take longer to load Performance tuning is sometimes required Improved optimization or clearer performance-tuning guidance would help in data-heavy environments. 2. Advanced Visualization Customization Although Yellowfin covers most standard charting needs: Some advanced visual design options feel limited Highly customized or modern visuals can be harder to achieve compared to some competitors More flexibility in layout, styling, and custom visuals would be a welcome enhancement. 3. Learning Curve for Advanced Features Basic reporting is easy to pick up, but: Advanced features (embedding, complex data models, Signals) take time to master Documentation is helpful but can sometimes feel fragmented More guided tutorials or in-product walkthroughs would improve onboarding. 4. Natural Language Query Limitations The natural language query feature is useful for simple questions, but: It can struggle with complex or nuanced queries Users still need to understand data structures for best results Expanding conversational analytics would make the feature more powerful. 5. Upgrade and Version Management Some upgrades require careful planning: Compatibility issues can occasionally arise Changes between versions may impact existing reports Smoother upgrade paths and clearer impact documentation would reduce maintenance effort. 6. Export and Formatting Options While exporting reports works well overall: Formatting options for PDFs and Excel exports can be limited Pixel-perfect reporting sometimes requires extra effort Enhanced export customization would benefit users who rely on formal reporting outputs. Overall Perspective These limitations don’t outweigh Yellowfin BI’s strengths, but addressing them would: Improve performance at scale Reduce friction for advanced users Make the platform even more competitive In Summary Yellowfin BI works very well for everyday reporting, dashboards, collaboration, and embedded analytics, but could improve in performance optimization, advanced visualization flexibility, and ease of use for complex features. Review collected by and hosted on G2.com.

Ease of use of creating reports and the possibility to embed reports into other applications Review collected by and hosted on G2.com.

The way how calculations need to be clicked when creating a report Review collected by and hosted on G2.com.

I use Yellowfin BI to analyze business data, monitor performance through dashboards, and generate reports that support data-driven decision-making. I like how easy it is to use while still being powerful. The dashboards are clear and intuitive, and the data storytelling feature makes insights easy to understand. I also appreciate the collaboration tools that allow teams to share and discuss reports in one place. The clear dashboards help me quickly understand the data at a glance, and the storytelling and collaboration features make it easier to explain insights and work with my team. It was also fairly easy and straightforward to set up, and it didn’t take long to get started and begin using the basic features. Yellowfin BI helps me easily understand data without needing technical skills, makes reporting faster, and makes insights clear. Review collected by and hosted on G2.com.

Some advanced features in Yellowfin BI can be hard to learn and could use clearer guidance or tutorials. Performance and customization options could also be improved, especially when working with larger datasets or more detailed visual designs. Review collected by and hosted on G2.com.

Drag and drop feature for reports and dashboard development, and users with limited knowledge of database programming language and easily design, publish and troubleshoot reports and dashboards. Review collected by and hosted on G2.com.

There is nothing as such to dislike. Yellowfin should add more SQL build-in functions, so that it can be used easily like the existing ones in the query. Review collected by and hosted on G2.com.

Yellowfin BI is one of the best SaaS tools for creating reports and dashboards in an easy and efficient way.

It provides excellent features such as KPI Cards, Drill-Down, Drag-and-Drop, and Broadcast.

Another useful feature is Import and Export, which allows us to export reports in CSV and Excel formats.

Additionally, we can assign dashboards to specific clients, which makes it easier for them to view updates and track changes. Review collected by and hosted on G2.com.

One area for improvement is that filter refresh can take more time when the report contains a large volume of data. Review collected by and hosted on G2.com.

This tool makes it easy for non-technical users to create intuitive dashboards, and I really appreciate its strong focus on automated insights. Review collected by and hosted on G2.com.

Performance with Large Datasets, with Limited Pixel-Level Customization Review collected by and hosted on G2.com.

I use Yellowfin BI for business insights for my organization, and I really like that it offers an intuitive dashboard and reporting interface. The built-in collaboration and storytelling features are great because, as a business leader, it gives me more confidence when presenting KPIs of our team's performance, especially in executive-level discussions. The software makes it easy to present data in an intuitive way, aiding better decision-making for strategy planning. Review collected by and hosted on G2.com.

For a new user like me, I observed that customization and integrations require more technical setup. Also, I observed that when large information is linked, the system slows down. Review collected by and hosted on G2.com.

One thing I really like about Yellowfin BI is the assisted insights feature. It saves me a lot of time by automatically highlighting key trends and important findings, so I don't have to dig through the data myself. The data comparison tools are also very useful... They make it easier for me to understand differences and spot patterns, even with large sets of data. Review collected by and hosted on G2.com.

It's easy to get started with, but I've found that learning the more advanced visualizations takes some time. There's definitely a bit of a learning curve if you want to fully maximize it's features, especially for more detailed customized reports. Review collected by and hosted on G2.com.