Modern Reporting with Power BI: Moving Beyond Email Reports

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

46:39

“If we march into that village and we start trying to persecute people for using poison, something that's very illegal, nobody's going to talk to us. We're not going to find out where the poison came from. We're not going to be able to shut anything down. We should take the approach that people are using poison because they're desperate, because they see no other alternative.” – Andrew Stein Andrew Stein is a wildlife ecologist who spent the past 25 years studying human carnivore conflict from African wild dogs and lions in Kenya and Botswana to leopards and hyenas in Namibia. His work has long focused on finding ways for people and predators to coexist. He is the founder of CLAWS , an organization based in Botswana that's working at the intersection of cutting-edge wildlife research and community driven conservation. Since its start in 2014 and official launch as an NGO in 2020, CLAWS has been pioneering science-based, tech-forward strategies to reduce conflict between people and carnivores. By collaborating closely with local communities, especially traditional cattle herders, CLAWS supports both species conservation and rural livelihoods—making coexistence not just possible, but sustainable.…

for ca. et år siden 8:47

MP3•Episode hjem

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 They explore why the common practice of sending daily Excel sheets or PDFs is limiting and outdated, and offer better alternatives using modern BI tools like Power BI.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

151 episoder

Modern Reporting with Power BI: Moving Beyond Email Reports

The Dashboard Effect

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published for ca. et år siden

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MP3•Episode hjem

151 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
Vanity Isn’t Strategy: Smarter Metrics for Smarter Teams 8:36

for 6 dage siden8:36

8:36

Are you chasing metrics that look good but don’t do good? In this episode of The Dashboard Effect , Rick Thompson and Landon Oaks dive into the common trap of vanity metrics, those flashy numbers that don’t actually move the needle. They explore how to identify the right metrics, involve the right stakeholders, and why iteration is key to building dashboards that drive real results. Whether you’re building your first dashboard or refining a mature BI strategy, this episode will help you shift from data that decorates to data that delivers. Learn how Blue Margin helps companies turn data into a strategic asset: bluemargin.com…

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

for 20 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 5 weeks 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 7 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 8 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 11 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 13 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 15 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 19 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 21 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 23 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 25 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 27 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 28 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.…

1
Simplifying Your Data Pipeline for Maximum Performance 16:31

for 31 weeks siden16:31