Data sources, connectors & refresh
How this is scored
Which data the product can reach and how it stays current: native connectors to databases and warehouses (PostgreSQL, MySQL, SQL Server, BigQuery, Snowflake), to business applications (accounting, ERP, CRM, shop, help desk, ad platforms) and to files and spreadsheets (Excel, CSV, Google Sheets), live queries versus imported extracts, scheduled and incremental refresh with its minimum interval, joining data from several sources, light data preparation, access to databases behind a firewall (gateway, SSH tunnel, IP allow-list), and a generic REST or custom connector for what is not listed.
0 — Not a reporting product, or data can only be typed or pasted in by hand.
3 — Spreadsheet and file uploads plus a handful of named connectors; refresh schedules, live queries and blending sources are basic or not described.
5 — A published connector list covering the common databases, warehouses, spreadsheets and several named business applications, scheduled refresh with its interval stated, live queries or extracts at the customer's choice, data from two sources combined in one report, and a documented way to reach a database behind a firewall.
8 — Hundreds of maintained connectors or a full SQL layer over every major warehouse, incremental refresh and caching explained, a built-in data preparation or modelling step, a gateway or agent for on-premise sources, a generic REST or custom connector SDK, and connector limits (rows, API calls, history) stated per plan.
10 — Connectivity an organisation can standardise on: every source reachable live or by extract with the trade-offs documented, refresh down to minutes with lineage from report back to source, source changes detected and reported, and connector behaviour, quotas and failure handling published.
The Finance Controller
Data gets in four documented ways: copy and paste, XLS/CSV upload, a linked Google Sheet, or an external dataset, and a chart wired to an external CSV source updates automatically after publishing without a republish. We found no public information on connectors for databases, warehouses or business systems such as accounting, ERP or CRM, on scheduled refresh intervals, on combining data from several sources, or on reaching a database behind our firewall — for the month-end close that means exporting everything to CSV or Sheets by hand first. 11 12