How to Build Smarter Reports with Power BI

The Dashboard Effect

#Business #Brick Thompson Jon Thompson And Caleb Ochs #Brick Thompson #Caleb Ochs #Jon Thompson #Data #Analytics #Private Equity #Business Intelligence #Data Analytics #Dashboard #Blue Margin

1:16:55

On her son’s prom night, Mel Robbins fussed over details that didn’t matter. Her daughter grabbed her arm and said, “Let them. Let them run in the rain. Let them eat where they want. Let them.” Those two simple words hit Mel like a ton of bricks and completely changed how she thinks about control. In this episode, Mel shares some of the pivotal moments that shaped her career, her innovative strategies for overcoming adversity, and how the Let Them Theory can help you navigate business challenges, strengthen relationships, and unlock your true power. In this episode, Hala and Mel will discuss: (00:00) Introduction (02:57) The Power of Action (04:22) Mel's Unforgettable TED Talk Debut (07:00) The 5 Second Rule (07:52) Building Unshakable Confidence (12:04) Turning Adversity into Strength (22:00) The Power of Showing Up for Others (30:40) Why Details Matter in Business (42:32) Understanding the Let Them Theory (51:14) The Let Them Theory in Business Mel Robbins is a motivational speaker, the host of The Mel Robbins Podcast, and a bestselling author of several influential books, including her latest, The Let Them Theory. Known for her groundbreaking 5 Second Rule, she has helped millions of people take action and transform their lives. With 30 million views, her TEDx talk made her a recognized voice in behavior change. Mel is also the CEO of 143 Studios, a female-driven media company creating award-winning content for top brands like LinkedIn and Audible. She is a Forbes 50 Over 50 Honoree and one of USA Today’s Top 5 Mindset Coaches. Resources Mentioned: Mel’s Books: The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About : https://amzn.to/4h6quLh The 5 Second Rule: Transform your Life, Work, and Confidence with Everyday Courage : https://amzn.to/3WdAgTX Sponsored By: OpenPhone - Get 20% off 6 months at https://www.openphone.com/PROFITING Shopify - Sign up for a one-dollar-per-month trial period at https://www.youngandprofiting.co/shopify Airbnb - Your home might be worth more than you think. Find out how much at https://www.airbnb.com/host Rocket Money - Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://www.rocketmoney.com/profiting Indeed - Get a $75 job credit at indeed.com/profiting Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap Youtube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services : yapmedia.com Transcripts - youngandprofiting.com/episodes-new All Show Keywords: Entrepreneurship, entrepreneurship podcast, Business, Business podcast, Self Improvement, Self-Improvement, Personal development, Starting a business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side hustle, Startup, mental health, Career, Leadership, Mindset, Health, Growth mindset. Career, Success, Entrepreneurship, Productivity, Careers, Startup, Entrepreneurs, Business Ideas, Growth Hacks, Career Development, Money Management, Opportunities, Professionals, Workplace, Career podcast, Entrepreneurship podcast…

for ca. et år siden 9:48

MP3•Episode hjem

In this episode of The Dashboard Effect, Brick and Landon discuss the importance of truly understanding your data before diving into report building. Whether you’re an analytics engineer or using Power BI, this conversation is packed with actionable insights for making better decisions and creating impactful dashboards.
Key Moments:
[02:15] Why understanding your data source improves report outcomes.
[05:30] How Power BI simplifies data visualization and decision-making.
[08:45] Common pitfalls in analytics and how to avoid them.
Thank you for tuning into The Dashboard Effect Podcast! Subscribe for more insights on data, BI, and analytics.
Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect.
For a free, downloadable copy click https://bit.ly/3RmBGWQ, or buy a hardcopy or Kindle version on Amazon (https://amzn.to/3UTvTLm).
Get more episodes of The Dashboard Effect podcast on your favorite podcast app or at https://podcast.thedashboardeffect.com/
Visit Blue Margin's library of additional BI resources here: https://bit.ly/3fwNmcg

150 episoder

How to Build Smarter Reports with Power BI

The Dashboard Effect

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published for ca. et år siden

Del

MP3•Episode hjem

150 episoder

#Business #Brick Thompson Jon Thompson And Caleb Ochs #Brick Thompson #Caleb Ochs #Jon Thompson #Data #Analytics #Private Equity #Business Intelligence #Data Analytics #Dashboard #Blue Margin

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1
Safe, Smart, and Internal: Our Experimental Leap with AI 7:03

for 9 dage siden7:03

7:03

In this episode of The Dashboard Effect , host Landon Oaks sits down with Azure Data Architect Mark Bender to discuss Blue Margin’s first internal leap into AI: Project Celeste . Still in its early stages, Celeste is designed to boost developer and analyst productivity by using large language models to generate SQL queries from natural language prompts, without exposing sensitive data. Landon and Mark unpack how Celeste works, what makes it different from traditional AI chatbots, and how it's poised to change the way Blue Margin teams approach unfamiliar data systems like NetSuite. Whether you're an AI enthusiast or a data professional, this behind-the-scenes look offers insight into the future of analytics at Blue Margin.…

1
The Future of Microsoft Fabric: Will It Replace Synapse? 9:04

for 23 dage siden9:04

9:04

Are you trying to decide between Microsoft Synapse and Microsoft Fabric for your data architecture? In this episode of The Dashboard Effect Podcast, we break down the key differences, pros, and cons of each platform to help you make the best decision for your data needs. What You’ll Learn: ✅ The biggest limitations of Microsoft Fabric right now ✅ When Synapse is the better choice for large data sets ✅ How Microsoft is evolving Fabric to compete with Synapse ✅ Real-world experiences from working with both platforms ✅ Key factors to consider when choosing between Fabric and Synapse Don't forget to like, comment, and subscribe for more data-driven insights! Have experience with Microsoft Fabric or Synapse? Drop your thoughts in the comments! We’d love to hear from you. Blue Margin increases enterprise value for PE-backed, mid-market companies by building and managing their data platforms. Our strategy, proven with over 250 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. (For a free, downloadable copy click https://bit.ly/3RmBGWQ, or buy a hardcopy or Kindle version on Amazon (https://amzn.to/3UTvTLm).) Get more episodes of The Dashboard Effect podcast on your favorite podcast app or at https://podcast.thedashboardeffect.com/ Visit Blue Margin's library of additional BI resources here: https://bit.ly/3fwNmcg…

1
Revenue Reporting: It's Not as Simple as It Seems 5:55

for 5 weeks siden5:55

5:55

Revenue seems like a simple metric—just add up the sales, right? Not so fast! In this episode of The Dashboard Effect Podcast , Brick and Landon dive into the complexities of defining revenue. Every business calculates revenue differently, whether due to trade discounts, loyalty programs, rebates, or industry-specific rules. We explore why even CEOs, CFOs, and sales leaders might have different definitions of revenue and how companies can align on a single, accurate metric. If you're dealing with financial reporting, business intelligence, or analytics, this is a conversation you won’t want to miss! Key Takeaways: - Why revenue is defined differently across businesses - Common challenges in revenue calculation - How to handle discounts, rebates, and loyalty programs - The impact of time and adjustments on revenue reporting Subscribe to The Dashboard Effect Podcast for more insights on data-driven decision-making!…

1
Breaking Down Portfolio Monitoring Solutions 20:31

for 6 weeks siden20:31

20:31

In this episode, Kate Eberle and Greg Brown discuss the challenges and strategies of portfolio monitoring in private equity. They explore the different approaches firms take, from Excel-based reporting to fully automated Power BI solutions, and discuss the pros and cons of each method. Things we cover: - The evolution of portfolio monitoring in private equity - Common challenges firms face with data collection and reporting - Comparing Excel, data warehouses, and portfolio monitoring tools like iLevel and Chronograph - How automation is transforming private equity analytics - Best practices for improving investor relations through better reporting Whether you're a private equity professional, a CFO, or an analyst, this discussion will help you better understand how to optimize portfolio performance and make data-driven decisions. Don’t forget to like and subscribe to stay updated on the latest insights in private equity and business intelligence! Blue Margin helps private equity firms and portfolio companies leverage business intelligence to drive efficiency, improve reporting, and maximize value creation. Our automated data solutions and custom dashboards give PE firms the clarity they need to make strategic, data-driven decisions. Want to streamline your portfolio monitoring? Learn more at https://www.bluemargin.com #PrivateEquity #PortfolioMonitoring #BusinessIntelligence #iLevel #Chronograph…

1
Role Based Security: Keeping Data in the Right Hands 8:47

for 9 weeks siden8:47

8:47

Who should see your business data and who shouldn’t? In this episode of The Dashboard Effect , hosts Brick and Landon break down the essentials of role-based security and data access control . Learn how businesses can ensure the right people have access to the right data while keeping sensitive information secure. We cover: - The importance of defining roles & hierarchies - How to structure access control in ERP, HR, and security systems - Best practices for implementing role-based access in BI reporting - Common pitfalls (like using Excel) and how to avoid them Whether you’re a business leader, IT professional, or data security enthusiast, this discussion will help you optimize your organization’s data visibility without overcomplicating access control. Enjoyed the discussion? Don’t forget to like and subscribe. What challenges have you faced with managing data access in your organization? #DataSecurity #BusinessIntelligence #RoleBasedAccess #TheDashboardEffect #BI #DataManagement #AccessControl…

1
From Theory to Practice: Making AI Work in the Real World 40:37

for 11 weeks siden40:37

40:37

In this episode of The Dashboard Effect, host Jon sits down with Lisa Weaver Lambert, author of The AI Value Playbook. Lisa shares her deep expertise in AI, offering practical advice for non-technical leaders on how to leverage AI effectively. From addressing common pitfalls to discussing actionable strategies, Lisa’s insights are a must-hear for anyone looking to implement AI in their organization. Lisa’s book, The AI Value Playbook, is a practical guide for non-technical leaders looking to harness the power of AI. You can purchase it here: https://www.amazon.co.uk/dp/1835461751?ref=cm_sw_r_cp_ud_dp_3KZ301F8G04SBWMCJ3CA&ref_=cm_sw_r_cp_ud_dp_3KZ301F8G04SBWMCJ3CA&social_share=cm_sw_r_cp_ud_dp_3KZ301F8G04SBWMCJ3CA&skipTwisterOG=1 Connect with Lisa on LinkedIn here: https://www.linkedin.com/in/lisa-weaver-lambert-9568912/…

1
How to Build Smarter Reports with Power BI 9:48

for 13 weeks siden9:48

9:48

In this episode of The Dashboard Effect, Brick and Landon discuss the importance of truly understanding your data before diving into report building. Whether you’re an analytics engineer or using Power BI, this conversation is packed with actionable insights for making better decisions and creating impactful dashboards. Key Moments: [02:15] Why understanding your data source improves report outcomes. [05:30] How Power BI simplifies data visualization and decision-making. [08:45] Common pitfalls in analytics and how to avoid them. Thank you for tuning into The Dashboard Effect Podcast! Subscribe for more insights on data, BI, and analytics. Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. For a free, downloadable copy click https://bit.ly/3RmBGWQ, or buy a hardcopy or Kindle version on Amazon (https://amzn.to/3UTvTLm). Get more episodes of The Dashboard Effect podcast on your favorite podcast app or at https://podcast.thedashboardeffect.com/ Visit Blue Margin's library of additional BI resources here: https://bit.ly/3fwNmcg…

1
Is Raw or Aggregated Data Better for Analytics Decisions? 7:57

for 17 weeks siden7:57

7:57

Knowing when to use raw data or aggregated data can make or break your analytics strategy. In this video, Brick and Landon explain the key differences between raw and aggregated data, how each affects decision-making, and the best times to use them. Whether you’re managing transactional data or scaling analytics for your business, this discussion has you covered. Tune in to learn how these data strategies can impact your reporting, analytics, and overall business performance. If you found this episode helpful, don’t forget to hit the like button and subscribe to our channel for more insights on data analytics, business intelligence, and strategies to help your business succeed. Turn on notifications so you never miss an episode! Looking for smarter, faster ways to make data-driven decisions? At Blue Margin, we specialize in making data accessible and actionable for mid-market companies. Visit https://bluemargin.com to learn how we can help you unlock the full potential of your data.…

1
Schema on Write vs. Schema on Read: What’s Faster for Your Business? 6:57

for 19 weeks siden6:57

6:57

In this episode of The Dashboard Effect Podcast , Brick and Landon break down the differences between schema on read and schema on write. They discuss when to use each approach, the pros and cons, and real-world applications for businesses of different sizes. If you're navigating the complexities of data lakes, data warehouses, or lakehouses, this episode will give you clarity. Tune in to learn how these data strategies can impact your reporting, analytics, and overall business performance. If you found this episode helpful, don’t forget to hit the like button and subscribe to our channel for more insights on data analytics, business intelligence, and strategies to help your business succeed. Turn on notifications so you never miss an episode! Looking for smarter, faster ways to make data-driven decisions? At Blue Margin, we specialize in making data accessible and actionable for mid-market companies. Visit bluemargin.com to learn how we can help you unlock the full potential of your data.…

1
Understanding Semantic Models and Data Lake House Layers 10:25

for 21 weeks siden10:25

10:25

In this episode of The Dashboard Effect Podcast, host Brick Thompson and Blue Margin’s Director of Solutions, Landon Ochs, dive into the nuances of semantic models and the bronze, silver, and gold layers within a data lake house. They explain the roles of each layer, how data is transformed at each stage, and why collaboration with business users is essential for accurate and actionable BI reporting. Through this episode, you'll learn why different layers serve different purposes—from storing raw data to pre-joining tables for efficiency to creating finalized data ready for reporting. They also discuss how the semantic model is designed to simplify complex data relationships, making reporting easier for non-technical users. Thank you for tuning into The Dashboard Effect Podcast! Subscribe for more insights on data, BI, and analytics. Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. For a free, downloadable copy click https://bit.ly/3RmBGWQ, or buy a hardcopy or Kindle version on Amazon (https://amzn.to/3UTvTLm). Get more episodes of The Dashboard Effect podcast on your favorite podcast app or at https://podcast.thedashboardeffect.com/ Visit Blue Margin's library of additional BI resources here: https://bit.ly/3fwNmcg…

1
NetSuite Data Pipeline: Surprising API Challenges & ODBC Solution 7:22

for 23 weeks siden7:22

7:22

In this episode of The Dashboard Effect, Brick chats with Landon, Director of Solutions at Blue Margin, about a surprising challenge faced while extracting data from NetSuite. Despite NetSuite’s well-developed API, handling massive datasets proved problematic. Landon shares how they solved the issue using an unexpected solution—the ODBC connector. They discuss the limitations of the API, how ODBC outperformed it for large data sets, and the unconventional yet effective workaround using a virtual machine. If you’re working with NetSuite or other cloud-based systems and experiencing similar challenges, you’ll want to hear this episode. Key Takeaways : Why NetSuite’s API struggled with millions of records How ODBC became the unexpected hero for pulling large data sets The importance of getting creative with data extraction Listen in for tips and insights that can help with your own data pipeline challenges!…

1
How Bad Data Models Can Sabotage Your Reports 10:51

for 25 weeks siden10:51

10:51

In this episode, Brick Thompson and Caleb Ochs discuss the critical role of good data models in making business intelligence tools like Power BI efficient and scalable. They cover the pitfalls of poor data models, including delayed reporting and data category issues, and offer insights into designing flexible, transactional-level data models that can grow with your business needs. Key Moments: - Example of a Bad Data Model - The Benefits of Transactional-Level Data - Why Developers Take Shortcuts - Common Data Model Mistakes Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. For a free, downloadable copy click https://bit.ly/3RmBGWQ , or buy a hardcopy or Kindle version on Amazon ( https://amzn.to/3UTvTLm) . Get more episodes of The Dashboard Effect podcast on your favorite podcast app or at https://podcast.thedashboardeffect.com/ Visit Blue Margin's library of additional BI resources here: https://bit.ly/3fwNmcg…

1
The Blueprint for Rolling Out BI to Hundreds of Users 10:06

for 26 weeks siden10:06

10:06

In this episode of The Dashboard Effect, hosts Brick and Caleb discuss the challenges and best practices for rolling out Business Intelligence (BI) solutions to large audiences. With a real-life example of implementing BI across 600 retail locations, they dive into how to navigate common pitfalls, ensuring user adoption and success. Whether your rollout is for a small team or a large enterprise, these insights will help you optimize your process. Blue Margin increases enterprise value for PE-backed, mid-market companies by building and managing their data platforms. Our strategy, proven with over 250 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect.…

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Simplifying Your Data Pipeline for Maximum Performance 16:31

for 29 weeks siden16:31

16:31

In this episode of The Dashboard Effect, hosts Brick and Caleb explore the essential steps to building efficient and reliable data pipelines. They discuss the critical factors in moving data from transactional systems to data lakes, highlight the importance of simplifying pipelines, and share practical strategies for handling pipeline failures, API connections, and ensuring scalability. Whether you're a data professional or a business leader looking to enhance your data processes, this episode offers valuable insights to guide you. Enjoyed the episode? Hit Like, subscribe to our channel, and tap the bell icon to stay updated on the latest insights into data analytics and business intelligence. Don't miss out on expert tips to help you optimize your data strategies! Blue Margin increases enterprise value for PE-backed, mid-market companies by building and managing their data platforms. Our strategy, proven with over 250 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. For a free, downloadable copy click https://bit.ly/3RmBGWQ, or buy a hardcopy or Kindle version on Amazon (https://amzn.to/3UTvTLm). Get more episodes of The Dashboard Effect podcast on your favorite podcast app or at https://podcast.thedashboardeffect.com/ Visit Blue Margin's library of additional BI resources here: https://bit.ly/3fwNmcg…

1
The Data Team Dilemma: Strategies for Surviving High Turnover 8:48

for 31 weeks siden8:48

8:48

In this episode of The Dashboard Effect, Brick and Caleb explore the pressing challenges of assembling and sustaining a robust data team in today’s volatile tech landscape. With tech turnover rates on the rise, developing strategies to attract and retain top talent is more critical than ever. They share insights on the importance of redundancy, effective documentation, and keeping solutions simple to ensure your data team stays strong. Join us to learn practical approaches to future-proofing your data team. Subscribe to our channel for more insights on data analytics and team management. Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. For a free, downloadable copy click https://bit.ly/3RmBGWQ, or buy a hardcopy or Kindle version on Amazon (https://amzn.to/3UTvTLm). Get more episodes of The Dashboard Effect podcast on your favorite podcast app or at https://podcast.thedashboardeffect.com/ Visit Blue Margin's library of additional BI resources here: https://bit.ly/3fwNmcg…

1
The Strategic Edge of Outsourcing Your Data Platform 13:27

for 33 weeks siden13:27

13:27

In this episode of The Dashboard Effect Podcast, hosts Brick and Caleb dive into the often-overlooked advantages of outsourcing data platform management. They explore why mid-market companies should consider this option, discussing the challenges of in-house management, the importance of expertise in data integrity and security, and how outsourcing can free up your team to focus on core business analytics. Whether you're a growing company struggling with data management or an executive looking to optimize your data strategy, this episode offers valuable insights into making your data work for you without the headaches of platform management. Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. For a free, downloadable copy click https://bit.ly/3RmBGWQ, or buy a hardcopy or Kindle version on Amazon (https://amzn.to/3UTvTLm). Get more episodes of The Dashboard Effect podcast on your favorite podcast app or at https://podcast.thedashboardeffect.com/ Visit Blue Margin's library of additional BI resources here: https://bit.ly/3fwNmcg…

1
Generative AI Analytics: Hype vs. Reality 11:18

for 35 weeks siden11:18

11:18

Welcome to The Dashboard Effect Podcast! In this episode, Brick and Caleb discuss the world of generative AI analytics, reflecting on the initial excitement and the current state of the technology. They share their insights and personal experiences, examining the progress made since the Microsoft Build Conference 2023 and evaluating whether generative AI tools are living up to their expectations. Visit our website https://BlueMargin.com for more insights and resources. Episode Highlights: - Initial Excitement and High Expectations: Brick and Caleb reminisce about the excitement surrounding the Microsoft Build Conference 2023 and the potential they saw in tools like ChatGPT and Microsoft's Power BI Copilot. - Current State of Generative AI: Despite the initial hype, Brick shares his observations on the current limitations of generative AI tools, particularly in producing reliable and accurate results. - Data Quality and Reliability: Caleb highlights the ongoing challenge of ensuring high-quality data input to achieve meaningful outputs, emphasizing the old adage, "garbage in, garbage out." -Machine Learning vs. LLMs: The conversation differentiates between traditional machine learning techniques and the newer large language models, exploring their respective strengths and weaknesses. - User Interface and Semantic Layer: The importance of building effective data models and semantic layers is discussed, with real-world examples of the complexities involved. - Future of AI: Brick and Caleb speculate on the future developments in AI, including the possibility of re-architecting LLMs and the timeline for achieving truly reliable generative AI tools. If you enjoyed this video and found it helpful, please give it a thumbs up and subscribe to our channel. Your support helps us continue to provide valuable insights and updates on the latest in data analytics and AI technology. Watch the episode here: https://youtu.be/D5_WqaI_LNo Thanks for watching, and we'll see you in the next episode of The Dashboard Effect Podcast!…

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Handling Multiple Currencies in Power BI 8:57

for 37 weeks siden8:57

8:57

In this episode of The Dashboard Effect Podcast, we tackle the complex world of multi-currency reporting in Power BI. Whether you're a BI professional or a business analyst dealing with international data, this episode is packed with valuable insights to enhance your reporting capabilities. Brick and Caleb dive deep into: Effective strategies for displaying different currency symbols The power of dynamic formatting in Power BI An innovative approach using a "concatenated fact table" Best practices for handling currency conversion rates Balancing data duplication and compression for optimal performance Real-world examples of multi-currency implementation for global businesses The hosts share their expert knowledge on structuring data models, optimizing queries, and creating user-friendly interfaces for multi-currency reports. They also discuss the pros and cons of various approaches, helping you make informed decisions for your specific reporting needs. By the end of this episode, you'll have a solid understanding of how to implement robust multi-currency functionality in your Power BI reports, enabling you to deliver more meaningful and flexible global business intelligence. Tune in to level up your Power BI skills and transform the way you handle international financial data! Watch the video on our YouTube: https://youtu.be/pcyUvGVHAY0 Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. For a free, downloadable copy click https://bit.ly/3RmBGWQ, or buy a hardcopy or Kindle version on Amazon (https://amzn.to/3UTvTLm). Get more episodes of The Dashboard Effect podcast on your favorite podcast app or at https://podcast.thedashboardeffect.com/ Visit Blue Margin's library of additional BI resources here: https://bit.ly/3fwNmcg…

1
Modern Reporting with Power BI: Moving Beyond Email Reports 8:47

for 39 weeks siden8:47

8:47

In this episode of The Dashboard Effect Podcast, hosts Brick Thompson and Caleb Ochs discuss the pros and cons of emailing reports in business intelligence. They explore why the common practice of sending daily Excel sheets or PDFs is limiting and outdated, and offer better alternatives using modern BI tools like Power BI. We cover in this episode... - The limitations of static, emailed reports - Power BI's subscription feature as an improvement - The importance of live, interactive data - Alternatives for users who need raw data access - Storage concerns with emailed reports Learn how to move beyond inbox-clogging data dumps and empower your team with real-time, interactive dashboards. Whether you're a BI professional or a business leader, this episode offers valuable insights on modernizing your reporting practices. Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. For a free, downloadable copy click https://bit.ly/3RmBGWQ, or buy a hardcopy or Kindle version on Amazon (https://amzn.to/3UTvTLm). Get more episodes of The Dashboard Effect podcast on your favorite podcast app or at https://podcast.thedashboardeffect.com/ Visit Blue Margin's library of additional BI resources here: https://bit.ly/3fwNmcg #BusinessIntelligence #PowerBI #DataReporting #Analytics…

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The Pitfalls of Augmenting Transactional Data with Excel for Reporting 9:19

for 41 weeks siden9:19

9:19

In the latest episode of The Dashboard Effect Podcast, Brick and Caleb discuss a common challenge businesses face when trying to extend their data for reporting purposes using Excel files to categorize or group data in ways not supported by the original system. While this approach may seem simple and straightforward, it can lead to several problems down the road, such as: Difficulty matching numbers between the transactional system and the reporting tool (e.g., Power BI) Inconsistencies in categorization when new data is added Maintenance overhead and potential for errors as the Excel file grows The golden rule, as emphasized in the podcast, is to handle as much data categorization and grouping as possible within your transactional systems. While it may seem like a pain to make updates there, it will save you time and headaches in the long run. Watch the full Youtube episode. Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. For a free, downloadable copy click https://bit.ly/3RmBGWQ, or buy a hardcopy or Kindle version on Amazon . Get more episodes of The Dashboard Effect podcast on your favorite podcast app. Visit Blue Margin's library of additional BI resources. #DataReporting #TransactionalData #Excel #PowerBI #BusinessIntelligence…

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Mastering Delta Loads: Caleb's Best Practices, Tips, and Workarounds 8:58

for 43 weeks siden8:58

8:58

Brick and Caleb get technical this week with a special focus on delta loading. They break down the concept of delta loading and highlight its benefits over traditional full loading techniques in terms of speed and resource efficiency. Caleb covers the typical obstacles faced when implementing delta loading, including issues with legacy systems and API limitations. He also shares strategies for effective delta loading, with practical tips and workarounds that you can apply directly to your operations. Watch this episode on our YouTube channel . Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app. Visit Blue Margin's library of additional BI resources .…

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A Speed-Trust Equation: Fast Power BI Reports Increase End User Confidence 9:17

for 45 weeks siden9:17

9:17

Brick and Caleb share the essentials of performant Power BI reports. They discuss the ideal loading performance benchmarks, the implications of load times on user trust, and helpful strategies for debugging and optimizing data models and DAX measures. Watch this episode on our YouTube channel . Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app. Visit Blue Margin's library of additional BI resources .…

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Watch Out for These Data Model Red Flags 9:12

for 47 weeks siden9:12

9:12

Brick and Caleb discuss the importance of data modeling and good DAX in Power BI, highlighting common mistakes that can lead to poor report performance. For fast and efficient reporting, you need a sound data model that contains the right level of detail, dimensions, and relationships, avoids snowflake schemas, and uses simple (and standardized) naming conventions. Watch this episode on our YouTube channel . Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app. Visit Blue Margin's library of additional BI resources .…

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Blueprints for Building an Internal BI Team 15:58

for 49 weeks siden15:58

15:58

(This episode is a re-release, but the content is still just as relevant as it was the first time around!) Brick and Caleb discuss the complexities of building an in-house BI department. In addition to sharing their firsthand experience and insight from years of supporting mid-market companies, the duo discusses the potential benefits and pitfalls of moving from relying on external BI vendors to establishing internal teams. They explore why companies might want to bring these capabilities in-house despite the challenges and offer practical steps and advice for those considering this shift. Tune in to learn about the hiring hierarchy within a BI team, cost implications, and how to foster an environment where a newly formed BI team can thrive. Watch this episode on our YouTube channel . Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app. Visit Blue Margin's library of additional BI resources .…

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How to Use Leading and Lagging Metrics for Better Business Agility 12:06

for 50 weeks siden12:06

12:06

Brick and guest co-host Greg Brown explore the dynamic between leading and lagging indicators in BI reporting. They share challenges and strategies for integrating these metrics to enhance operational efficiency and financial performance. Greg shares anecdotes from his operations background to emphasize the need for timely and actionable data to adjust behavior before it's too late. Watch this episode on our YouTube channel . Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app. Visit Blue Margin's library of additional BI resources .…

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Behind the Scenes in Power BI: Tips to Streamline Data Modeling 8:55

for 51 weeks siden8:55

8:55

This week, Brick and Caleb get a bit technical and discuss how to improve Power BI report performance through effective semantic modeling and minimizing data transformation with Power BI. They unpack the challenges of managing data transformations directly within Power BI and highlight the advantages of using serverless SQL views instead. Their insights will help Power BI report developers avoid common pitfalls, streamline data processing, and improve Power BI report performance. Jump to a Section: 0:40 How Blue Margin approaches semantic modeling with serverless SQL views 1:45 Power BI is not an ETL tool, so use SQL instead 2:34 How tight does governance around semantic models need to be? 5:23 What is the optimal level of complexity for a semantic model? Watch this episode on our YouTube channel . Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app. Visit Blue Margin's library of additional BI resources .…

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How to Democratize Data and Avoid the Chaos of Data Sprawl 8:30

for 1 year siden8:30

8:30

Brick and Caleb explore the balance between empowering analysts with data access and the governance required to prevent data sprawl and maintain integrity and consistency across reports. They provide strategies for enabling departments to independently use data for their own insights and how to use a centralized data team to review, refine, and distribute only the best individual reports to be used by the entire company. Watch this episode on our YouTube channel . Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app. Visit Blue Margin's library of additional BI resources .…

1
The Human Side of AI Readiness - How to Prepare Your Team and Business Logic 9:07

for 1 year siden9:07

9:07

In a continuation of their AI-readiness discussion, Brick and Caleb outline the importance of the human element in preparing for generative AI analytics. They share strategies for ensuring that your company's culture is ready to harness the power of AI, from how to start improving data literacy to defining clear and consistent business logic. Click here to watch this episode on our YouTube channel . Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app. Visit Blue Margin's library of additional BI resources .…

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Laying the Groundwork for Gen AI in Business Analytics 8:56

for 1 year siden8:56

8:56

Brick and Caleb explore the steps businesses must take to prepare their data for the inevitable integration of generative AI analytics. They use this episode to explain the "why" behind data consolidation and semantic layers. What you'll learn: Why consolidating your data is the first step for AI-readiness The challenges and solutions for dealing with data from disparate sources The importance of a semantic layer in making data accessible for AI and business users Why you should take an agile approach when developing data infrastructure Click here to watch this episode on our YouTube channel . Blue Margin increases enterprise value for PE-backed, mid-market companies by serving as their fractional data team. We advise on, build, and manage data platforms. Our strategy, proven with over 300 companies to-date, expands multiples through data transformation, as presented in our book, The Dashboard Effect. Subscribe here to get more episodes of The Dashboard Effect podcast on your favorite podcast app. Visit Blue Margin's library of additional BI resources .…

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The Layman's Guide to Data Terminology: Part Three 11:40

for 1 year siden11:40