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The Dashboard Effect

Business & Economics Podcasts

NEW EPISODES EVERY WEDNESDAY!!! Conversations on data analytics, business intelligence, and data driven practices for private equity and the mid-market. "The Dashboard Effect" is a podcast is hosted by us, Brick Thompson and Caleb Ochs, with insights on the crucial intersection of data analytics, business intelligence, and data-driven practices for the private equity portfolio companies and the mid-market sector. Our discussions cover real-world applications of data analytics, offering practical advice and insights to listeners. Topics might range from how to effectively set up and use business intelligence tools, to interpreting complex data for strategic decision-making. We are data nerds who know a lot about Power BI, Azure, Fabric, Generative AI and we can't wait to share it with you! Learn More: BlueMargin.com

Location:

United States

Description:

NEW EPISODES EVERY WEDNESDAY!!! Conversations on data analytics, business intelligence, and data driven practices for private equity and the mid-market. "The Dashboard Effect" is a podcast is hosted by us, Brick Thompson and Caleb Ochs, with insights on the crucial intersection of data analytics, business intelligence, and data-driven practices for the private equity portfolio companies and the mid-market sector. Our discussions cover real-world applications of data analytics, offering practical advice and insights to listeners. Topics might range from how to effectively set up and use business intelligence tools, to interpreting complex data for strategic decision-making. We are data nerds who know a lot about Power BI, Azure, Fabric, Generative AI and we can't wait to share it with you! Learn More: BlueMargin.com

Twitter:

@BlueMargin

Language:

English

Contact:

800-865-6350


Episodes
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Handling Multiple Currencies in Power BI

7/18/2024
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: 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

Duration:00:08:57

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Modern Reporting with Power BI: Moving Beyond Email Reports

7/3/2024
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

Duration:00:08:47

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The Pitfalls of Augmenting Transactional Data with Excel for Reporting

6/20/2024
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: 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

Duration:00:09:09

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

6/6/2024
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.

Duration:00:08:58

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

5/23/2024
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.

Duration:00:09:17

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Watch Out for These Data Model Red Flags

5/9/2024
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.

Duration:00:09:12

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Blueprints for Building an Internal BI Team

4/25/2024
(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.

Duration:00:15:58

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How to Use Leading and Lagging Metrics for Better Business Agility

4/18/2024
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.

Duration:00:12:06

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

4/11/2024
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.

Duration:00:08:55

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How to Democratize Data and Avoid the Chaos of Data Sprawl

4/4/2024
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.

Duration:00:08:30

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The Human Side of AI Readiness - How to Prepare Your Team and Business Logic

3/28/2024
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.

Duration:00:09:07

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Laying the Groundwork for Gen AI in Business Analytics

3/21/2024
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: 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.

Duration:00:08:56

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The Layman's Guide to Data Terminology: Part Three

3/14/2024
This episode is the third installment of Brick and Caleb's series on breaking down data terminology. They cover foreign and primary keys, data lakes and data lakehouses, parquet and delta parquet files, ETL and ELT, and data pipelines, before concluding with Python, PySpark, and visualizations. 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.

Duration:00:11:40

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The Layman's Guide to Data Terminology: Part Two

3/7/2024
This episode is the second installment of Brick and Caleb's series on breaking down data terminology. They cover Kimball data warehouse methodology, fact/dimensional tables, star vs. snowflake schemas, and data models vs. semantic layers. 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.

Duration:00:10:43

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The Layman's Guide to Data Terminology: Part One

2/29/2024
This episode is the first installment in a series of episodes that will serve as a primer on the key terms and technologies surrounding data management. Brick and Caleb begin with the fundamental differences between transactional and analytical databases, explaining concepts like OLAP, OLTP, normalization, and denormalization in an accessible way. They also clarify the essence of SQL, how it interacts with databases, and introduce the concept of Serverless SQL. Whether you're new to data or looking to deepen your understanding, this episode is a good place to start getting a handle on common data terminology. 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.

Duration:00:09:36

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The KPIs You're Overlooking: Better Data Insights for Manufacturers

2/22/2024
In this episode, Caleb and Kate discuss important KPIs for the manufacturing industry. While there are no one-size-fits-all solutions, they outline and provide insight on the leading and lagging KPIs that have helped our midmarket manufacturing clients improve sales operations, inventory management, labor and machine utilization, and cash flow. 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.

Duration:00:14:31

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A Case Study: Unifying Data Sources with Azure Data Lake and Serverless SQL

2/15/2024
Brick and Caleb discuss Blue Margin's use of Azure Data Lake for unified data management. Using a recent client project as an example, Caleb explains how he integrated multiple data sources using serverless SQL to create a single data repository with a semantic model to enhance consistency across projects and reports. They also discuss the current performance benefits of using a serverless SQL and the Microsoft Fabric OneLake updates they're waiting on before transitioning from Azure Data Lake. In this episode: Introduction to Azure Data LakeClient Case StudyServerless SQL ExplainedSemantic Modeling for Unified ReportingPerformance InsightsLooking AheadClick 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.

Duration:00:10:18

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From Data Setup to Power BI Reports: Considerations for Your Data Model (Semantic Layer)

2/7/2024
In this episode, Brick and Caleb explain the distinctions of and interdependencies between data setup/data pipelines, data modeling, and reporting, emphasizing their individual roles within an effective approach to data analytics and BI. Starting by explaining the necessity of a solid data pipeline structure, this episode highlights how the specific requirements of a report influence the development of a corresponding data model (also known as a semantic layer) and concludes with a practical discussion on balancing the complexities of data models. 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.

Duration:00:10:13

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How to Generate Realistic, Synthetic Data for Power BI with ChatGPT

1/31/2024
Brick and Caleb explain how Blue Margin is using ChatGPT for generating synthetic data to populate data models in Power BI reports. Caleb shares his insights on how this approach has streamlined the process of creating sample reports with fake, yet realistic data, to demonstrate work without compromising customer data privacy. They discuss the limitations of traditional data-generating tools and highlight how ChatGPT's ability to produce specific data sets, like email addresses or location codes, significantly eases the task of generating authentic-looking fake data for reports. They also explore other practical applications, such as anonymizing sensitive data, generating test cases for row-level security issues, and training on complex data models. This conversation provides a deep dive into how emerging AI technologies like ChatGPT are revolutionizing data management and visualization in the field of business intelligence. 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.

Duration:00:12:37

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How to Structure Your Data for Power BI Copilot

1/24/2024
Brick and Caleb call out key aspects of Microsoft's Power BI Copilot documentation related to structuring datasets for Large Language Models (LLMs) and explain how to get these best practices in place. Data structure and organization are critical for getting useful outputs from advanced analytics tools like Power BI Copilot, and useful outputs will determine, in large part, whether or not these tools will be widely adopted. Here is the Microsoft documentation referenced: Update your data model to work well with Copilot for Power BI - Power BI | Microsoft Learn 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.

Duration:00:13:17