All Episodes
The Dashboard Effect — 172 episodes
Bronze, Silver, Gold: A Practical Guide to Medallion Architecture
Can You Run Your BI on AI?
Using Vibe Coding in Real Data Projects
AI Won't Kill Your Coding Career
The Hidden Complexity Behind Simple Dashboards
Should You Build a Data Team or Borrow One?
How a PE-Backed Rollup Escaped Excel Chaos
Your Finance Stack Is Broken: Stop Trusting the Magic Spreadsheet
Antidote for Failed Data Projects
ROI for AI: Why Most Projects Fail (and How to Get Yours Right)
The Data Governance Behind Trusted AI
Making Data Work for Small Firms Without a Big Budget
Beyond the Wrapper: Making AI Work for Data Teams
From Custom Builds to Fivetran: Evolving Our Data Pipeline Strategy
Preparing Your Data for AI: What Most Companies Get Wrong
Choosing the Right Data Platform for Your Business: Fabric or Snowflake?
Inside Microsoft Build: The Rise of AI Agents
Breaking Down the Latest Fabric Updates from Microsoft Build
Why Private Equity Needs Its Own Data Lakehouse | PE Analytics & AI Readiness
5 Key Metrics for Middle Market Companies
If You Build It, Will They Use It? Culture’s Role in BI Success
Vanity Isn’t Strategy: Smarter Metrics for Smarter Teams
Safe, Smart, and Internal: Our Experimental Leap with AI
The Future of Microsoft Fabric: Will It Replace Synapse?
Revenue Reporting: It's Not as Simple as It Seems
Breaking Down Portfolio Monitoring Solutions
Role Based Security: Keeping Data in the Right Hands
From Theory to Practice: Making AI Work in the Real World
How to Build Smarter Reports with Power BI
Is Raw or Aggregated Data Better for Analytics Decisions?
Schema on Write vs. Schema on Read: What’s Faster for Your Business?
Understanding Semantic Models and Data Lake House Layers
NetSuite Data Pipeline: Surprising API Challenges & ODBC Solution
How Bad Data Models Can Sabotage Your Reports
The Blueprint for Rolling Out BI to Hundreds of Users
Simplifying Your Data Pipeline for Maximum Performance
The Data Team Dilemma: Strategies for Surviving High Turnover
The Strategic Edge of Outsourcing Your Data Platform
Generative AI Analytics: Hype vs. Reality
Handling Multiple Currencies in Power BI
Modern Reporting with Power BI: Moving Beyond Email Reports
The Pitfalls of Augmenting Transactional Data with Excel for Reporting
Mastering Delta Loads: Caleb's Best Practices, Tips, and Workarounds
A Speed-Trust Equation: Fast Power BI Reports Increase End User Confidence
Watch Out for These Data Model Red Flags
Blueprints for Building an Internal BI Team
How to Use Leading and Lagging Metrics for Better Business Agility
Behind the Scenes in Power BI: Tips to Streamline Data Modeling
How to Democratize Data and Avoid the Chaos of Data Sprawl
The Human Side of AI Readiness - How to Prepare Your Team and Business Logic
Laying the Groundwork for Gen AI in Business Analytics
The Layman's Guide to Data Terminology: Part Three
The Layman's Guide to Data Terminology: Part Two
The Layman's Guide to Data Terminology: Part One
The KPIs You're Overlooking: Better Data Insights for Manufacturers
A Case Study: Unifying Data Sources with Azure Data Lake and Serverless SQL
From Data Setup to Power BI Reports: Considerations for Your Data Model (Semantic Layer)
How to Generate Realistic, Synthetic Data for Power BI with ChatGPT
How to Structure Your Data for Power BI Copilot
A Closer Look at Microsoft Fabric's Direct Lake and Data Pipelines
How to Prepare Your Data for AI Advances
Data Quality Sets the Stage for Generative AI: AWS's CDO Agenda for 2024
Data is Gold in AI's Wild West: Insights from Salesforce's State of Data & Analytics Report
How (& Why) to Prioritize Data Projects During ERP Transitions
Agile Data: How New Tech is Transforming Business Operations
Expert Insights Series - Kison Patel of M&A Science: Data’s Role in M&A Success
When it Comes to Power BI Dashboards, Simple is Better
Embracing Change: Use an Iterative Approach to Keep Your BI Relevant
How to Measure Success and Demonstrate ROI of Data Projects
Expert Insights Series - Bridging Data and Leadership: Advice on Bold Execution for Midmarket CEOs
Data Security in Microsoft Azure: Understanding Role-Level and Row-Level Security
Expert Insights Series - Unlock Market Potential: B2B Mid-Market Growth Strategies with BlueByrd
7 Strategies for Effectively Managing Data Teams
Data Lakes - The Solution to Siloed Data
The Reality of Generative AI in Analytics: Hype vs. Progress
How to Avoid the "Treadmill" and Build Your Data Team Continuity
Implement Results, Not Just Software Solutions
Overcoming "BI Paralysis" - The Killer of Business Intelligence Initiatives
Fast-Tracking Data Integration with Data Lakes
Not Quite 'Big Data': A Middle Market-Sized Approach to Data Management
Azure's New Threads: An Overview of Microsoft Fabric
Moving from Data Constraint to Data Maturity
Power BI: So Much More Than a Visual Analytics Tool
Expert Insights Series - SimonMed: How Data Insight Improves Performance for PE-Backed Healthcare Companies
Using Power BI to Deal with Bad Data
How to Unlock Value from Your Source System Data
Database 101: Breaking Down the Basics
Is Microsoft Fabric Your New All-in-One Solution?
Get Ready for Power BI Copilot
Demystifying Microsoft Fabric and OneLake
Expert Insights Series - Nestell & Associates: ERP Digital Transformation for Private Equity
Expert Insights Series - How ParkerGale Capital Supports Portfolio Growth with a Sales Metrics Playbook
The Complexities of Data Lake Management
Three Pillars for Your BI System Framework
Expert Insights Series - CIO Insight into Data Monetization, Data Lakes, and AI
Expert Insights Series - Middle Market Methods' Value Creation Roadmap™ for Private Equity
AI: The Case for a Data Lake?
Prepare Your Data for ChatGPT
Why Build a Data Lake in the First 100 Days
Building Strategic BI Reports: Key Questions for Stakeholders
Expert Insights Series - Weave Growth Partners on Private Equity's Late Adoption of Data-Driven Practices
KPIs for Midmarket Manufacturers
Understanding the Data Source
How Data Transparency Supports Our Team Culture and Performance
Making the Case for BI
Value Creation with BI Through Human Centered Design, w/ Brian T. O'Neill
Dealing with Untrustworthy Data
Becoming Data-Driven - Data Culture Misconceptions
Expert Insights Series - BI Projects Drive Financial Transformation, a PMO Leader's Insights
Expect Iterations on Your BI Projects
Expert Insight Series - Data as a Powerful Change Agent with Anthony Algmin
Four Simple Ways to Improve BI Adoption
Expert Insights Series - One Rock Capital: Top Line Growth Strategies
What Do You Need for Successful Self-Service BI?
Expert Insights Series - Extract More Value from Your Power BI Data with Power ON
Expert Insight Series - How Trace3 Accelerated Their VCP with an OKR Dashboard
ETL & Data Warehouse Architecture with David Dimmen
Expert Insight Series - Industrial Growth Partners: Using Data to Maximize Value and Performance Throughout the Investment Lifecycle
Expert Insight Series - Forbes’ “Grandfather of Gamification”: Data Creates a Culture of Growth
Using BI to Optimize Your Hiring
Expert Insight Series - BI Strategies for PE Portco Acceleration with Marty Moore of Tenex Capital Management
BI Project Execution with Jennie Swenson
Data Warehouse vs. Data Lake - Which do you need?
Is Snowflake Your Data Warehouse Nirvana?
BI Project Initiation, with Anne Eisenach
Expert Insight Series - Change Management with Dain Johnson of Rev 0
Don't Drown in a Waterfall!
PM Series - Resource Planning, with Jennie Swenson
How to Fire Your BI Vendor
BI Project Scoping, with Anne Eisenach
Expert Insight Series - Tecum Capital: How Private Equity Can Leverage Data Across Industrials for Higher Returns
How to Hire a Good BI Visualization Engineer
Using BI to Find Alpha in Private Equity, with Greg Brown
Azure Synapse Analytics - What the Heck is It?
You CAN Herd Cats - Get to Your Data Faster with a Lake(house)
Time Intelligence, with Sarah Martinez
Expert Insight Series - Notch Partners CEO: Leveraging Data and Curating a Large Pool of Executives for the Right Deal, at the Right Time
The Brontosaurus and the Root of all (Business) Problems
The Age Old BI Challenge, with Greg Brown
BI Metrics for the Legal Industry, with Kate Eberle
Horse Before the Cart - Start With the Reporting Need
Why Not Use Automatic Connectors Every Time?
Expert Insight Series - Data Driven versus Non-Data Driven Companies, Interview with Andy Scott, PE CTO
Top Shelf Business Intelligence, with Courtney Tewalt
Mid-Market BI, Just the Right Size
Snickers Bars and Master Data Management
Found One Million Dollars of Missing Invoicing Thanks to BI
The Downsides of Manual Reporting, with Bryan Maltais
Azure and Power BI - A Match Made in BI Heaven
How Not to Build a Dashboard
The Pros and Cons of Low or No code ETL Tools
When Not to Use a Data Warehouse
How to Budget for a BI Project, with Kate Eberle
Using BI to Drive Accountability, with Greg Brown
How to Effectively Manage a BI Project, with Jennie Swenson
Why We Moved to Fixed-Price Billing
How to Succeed with BI: Types of Data Sources and Data Integration
Expert Insight Series - Taking Advantage of Economic Headwinds, Interview with Jill Belconis
How to Quickly Get BI Wins
BI Is Not the Same as an ERP Implementation
Why Spend Time on Report Design and Wireframing, with Will Trickett
How to Succeed with BI: Aligning on Metrics
How to Succeed with BI: Defining the Impact
How to Succeed with BI: External Partner or Internal Team?
Who Should Own BI in Your Company, with Kate Eberle
Data Warehouses - Why the Bad Rap?
Why Power BI (vs. Tableau, Qlik, etc.)?
Performing Data Diligence
Data Visibility and the PE-Backed Executive
Expert Insight Series - Interview with Adam Coffey, Author of The Private Equity Playbook
When Changes to Your Business Break Your Reporting
Do You Really Need a Data Warehouse?