What Is Ad Hoc Analysis? Benefits and Examples

What Is Ad Hoc Analysis? Benefits and Examples

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    What Is Ad Hoc Analysis? Benefits and Examples

    Most businesses have advanced their data processing and analyzing the game. For improved corporate branding and marketing, data analysis is crucial to business growth. Now, business executives can use ad hoc analysis and reporting to query their data without the help of professional data analysts.

    In this blog, I am going to tell you more about ad hoc analysis and why it’s useful to businesses.


    What is ad hoc reporting and analysis?

    Ad hoc reporting is a business intelligence (BI) process that allows company leaders with data access to get specific answers from their data on an as-required basis. A report is created once, on demand, for very specific purposes instead of regularly with broader, preset metrics. Ad hoc analysis takes this one step further, letting users dig for the whys behind those answers by manipulating the data.

    These are both typically achieved through a BI tool. The tools are designed to allow accurate querying by employees in a company not trained to analyze data. Ad hoc reporting gives companies a great deal of flexibility when it comes to seeking immediate, narrow answers from their real-time data.

    Benefits of ad hoc reporting

    Ad hoc reporting tools come with many benefits for your business.

    Easy to use

    Ad hoc reporting tools are designed for use by people with no training in the technical or mathematical aspects of data management or analysis. The learning curve is shallow, allowing anyone with permission to access your company’s data to answer specific questions easily, on the spot, and have an appealing visual to present.


    Ad hoc reporting tools support customization. Reports can be stamped with logos and have themes applied to match your company branding. Widgets can be customized to narrow or broaden the scope of the data they display. The look and feel of reports can be customized to suit your preferences.

    Flexible interaction with data

    The flexible and easily accessible nature of ad hoc reporting tools means that company leaders can get answers to urgent questions far more quickly than if they have to create a task for another team. Those quick answers with real-time data can aid in quick decision-making when necessary, getting you ahead of fast market changes.

    Decreases the IT workload

    Without ad hoc reporting, the burden of analyzing data and creating reports can fall on your IT team. Particularly if executives request quick reports of a set schedule, this can interfere with their other work. Ad hoc analysis reduces the IT workload since anyone in the company can use ad hoc reporting tools without special tech knowledge.

    Time and cost management

    This reduction in time your IT team spends on creating reports saves your company a lot of money. IT people are not cheap. Mostly, though, relying on a specialized team to conduct analyses and prepare reports to cost a company a lot of time. Requests for specific information can take days to compile without the right software. Even with it, the back-and-forth often required to understand a request can keep the results from being timely. Ad hoc reporting tools can produce a quick report and allow company leaders to see the results of manipulating data on forecasts.

    Examples of ad hoc analysis

    Let’s go through the uses of ad hoc analysis in the following domains:


    Ad hoc analysis lets educators look at results from multiple-choice tests and quickly assess how well students could answer questions related to a specific subtopic. Administrators in higher education institutions can ask impromptu questions about current or past student bodies in order to assess which classes to offer in the future, for example.


    Ad hoc reporting can give healthcare professionals a quick, up-to-date look at a patient’s current state of health. It can give healthcare facility administrators answers to one-time questions about services provided or staff working in a particular timeframe.


    Ad hoc analysis helps a marketing team determine trends at the moment, and the impact felt in sales during a particular period of time. For instance, the team can check how activities boosted sales of specific items, like offers, roadshows, or media advertising. They can get specific answers to how different strategies affect sales and customer engagement in order to plan future campaigns.

    Can your BI tool handle ad hoc analysis?

    As previously mentioned, ad hoc analysis and reporting are usually done through software tools. Bold BI is one BI tool that was designed to handle ad hoc analysis.

    Check out Bold BI’s ad hoc reporting sample to see what it can do. See how to create, edit, delete, and view dashboards; edit data sources; and create row-level filters based on the user logged in. Depending on the user’s permissions and role, a unique filter will be applied, showing only that user’s data in this showcase sample.

    How does Bold BI assist in ad hoc analysis?

    Bold BI is a powerful BI and analytics solution that allows you to glean insights from your complex data by visualizing it using a wide range of widgets and 150+ data sources. In this section, let’s go through some of its key features.

    Data preparation

    Bold BI allows you to combine and transform data from over 150 data sources, including your preferred data warehouse. It lets you perform actions like joins and filtering, as well as add calculated fields at the data source level and preview your data in the visual editor. Included access to the Syncfusion Data Integration platform allows you to perform advanced data preparation.

    Data visualization

    Bold BI provides 35+ widgets to analyze your data, such as bar graphs, pie charts, and tree-map charts. It includes a modern web designer and a viewer to perform analytical operations without writing code. Also included are drilled-down, linked analytics and reports; dashboard templates; custom visualizations; tabbed dashboards; and more. All directly provide analytical information to users in the form you choose. You can visualize your data exactly as needed for your audience.

    Data connectivity

    For any analytics deployment to be successful, you should be able to connect to all kinds of business data. Bold BI was designed with the latest best practices and makes it easy to connect to data in relational and SQL databases, data warehouses, REST API services, big data systems, and local files. A complete and accurate story requires a complete and accurate basis.

    Data security

    With Bold BI, your data is always under your control. For instance, you can keep your entire product and all its data within your private data center or your public cloud account with absolutely no access provided to anyone except you. Row-level security allows you to maintain a single dashboard for all users while limiting access for other users.

    Other features

    Using Bold BI can also help you to easily embed an analytics solution into your daily application with many interactive features such as automated provisioning and single sign-on with Office 365, OAuth 2.0, and OpenID integration. You can deploy on Windows, Docker, Linux, Kubernetes, and Azure App Service.

    You can collaborate with your colleagues on data analytics within your website or portal. Bold BI’s embedding capabilities include frame embedding, JavaScript embedding, and white labeling. It enables complete utilization without any expertise or technical requirements. To learn more about Bold BI and its various features, refer to this link.


    I hope you have gained an understanding of ad hoc analysis, its use in business, and how Bold BI can help you implement it. To try out all its features, you can do a free trial and see how easy it is to create interactive dashboards. Feel free to contact us by submitting questions through the Bold BI website. If you already have an account, you can log in to submit your support question.

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