The Dashboard Effect

Designing a dashboard might seem straightforward, just add charts, metrics, and a few visualizations. But the dashboards that actually help businesses make decisions often look surprisingly simple.In this episode of The Dashboard Effect, Brick and Landon talk about why the most effective dashboards are usually the simplest to read, and the hardest to build. Behind a clean dashboard is often a lot of complex data modeling, business rules, and engineering work that makes the information accurate and easy to understand. They walk through real examples, including salesperson ROI dashboards, accounts receivable reporting, and price-volume-mix analysis, to show how much work happens behind the scenes to create dashboards that people actually use.If you’ve ever wondered why some dashboards get ignored while others become essential tools for decision-making, this episode explains the difference.Learn more about Blue Margin:https://bluemargin.com

Many companies assume the best way to build a data capability is to hire an internal team. But is that always the right move?In this episode of The Dashboard Effect, Brick and Landon break down one of the most common questions they hear from prospective clients: Why outsource your data work instead of hiring in-house?They talk through the real tradeoffs companies face when building a data team, from the challenge of finding a single person who can do everything (the “Batman” hire), to the hidden costs of recruiting, training, and managing multiple specialists. They also discuss why outsourced teams can sometimes deliver more value than a single internal hire, thanks to a broader bench of expertise and the ability to scale resources up or down as business needs change.Whether you're considering building your own data team or looking for ways to get more out of your data infrastructure, this conversation offers a practical look at the pros and cons of each approach.

Pulling financial data together sounds simple, until you’re dealing with 20+ acquired companies, multiple ERPs, and a reporting process held together by massive Excel files.In this episode of The Dashboard Effect, Brick Thompson sits down with Senior Account Executive Kate Eberle to walk through a real client example: a PE-backed, billion-dollar organization struggling to consolidate financial data across a highly fragmented system landscape.They break down what went wrong, why Excel stopped scaling, and how moving to a modern data platform eliminated weeks of manual FP&A work, while giving leaders faster, more actionable insight into the business.About Blue MarginBlue Margin helps growing companies make better decisions with their data. We work with finance and technology leaders to consolidate messy, disconnected systems into reliable, usable data foundations, so teams can spend less time wrangling spreadsheets and more time understanding what’s actually happening in the business.Learn more: https://bluemargin.comIf your reporting process depends on manual work, fragile Excel files, or month-old data, we help you move to a more scalable, trustworthy approach.

Most finance and ops teams aren’t short on data, they’re short on trust in the numbers.This podcast digs into why reporting breaks down, why Excel becomes a crutch, and what actually changes when companies move to cleaner, more reliable data foundations. We talk with CFOs, operators, and data leaders about the messy reality behind budgets, forecasts, board decks, and “magic spreadsheets” and how teams can get out of survival mode and make better decisions with confidence.At Blue Margin, we help companies stop guessing and start leading with data. Our dashboards turn business performance into a daily habit, giving executives visibility that drives results. Visit https://bluemargin.com to see how we make data your biggest advantage.

In this episode of The Dashboard Effect, hosts Brick and Landon break down why so many data projects fail and how to fix them. Instead of “boiling the ocean” with massive, months-long BI initiatives that never gain traction, they share a practical, proven approach to delivering fast ROI, user adoption, and sustained data success.Whether you’re leading a data transformation, building dashboards, or just trying to get your first BI win, this episode will help you reset your mindset and find your “real antidote” to failure.At Blue Margin, we help companies stop guessing and start leading with data. Our dashboards turn business performance into a daily habit, giving executives visibility that drives results. Visit bluemargin.com to see how we make data your biggest advantage.

AI adoption is booming but most initiatives still fail to deliver real ROI. In this episode, Brick and Landon unpack why 60–95% of AI projects miss the mark and what companies can do differently. From the importance of a solid data foundation to starting small with practical use cases, they outline a smarter approach to AI that focuses on results, not hype.

In this episode of The Dashboard Effect, Brick and Landon unpack why so many AI projects fail and how the right data foundation can make all the difference. From breaking down what a semantic model actually is to exploring the role of governance, they explain how structure, quality, and oversight in your data environment directly impact the reliability of AI.Whether you’re an executive planning your first AI initiative or a developer struggling to wrangle messy data, this conversation offers a clear look at what it really takes to make AI work in the real world.Blue Margin helps middle-market companies turn their data into a strategic advantage. Through Power BI solutions and modern data platforms, we make data visible, reliable, and actionable—so your team can make smarter decisions and drive performance. Learn more at https://bluemargin.com

Think you need a big BI team and a big budget to get value from your data? Think again. In this episode, Brick Thompson and Landon Ochs share how small professional services firms can start using data effectively—by focusing on one meaningful problem, starting simple, and iterating over time. Hear practical tips, common pitfalls, and a real-world success story that added millions to the bottom line.At Blue Margin, we help middle-market companies turn their data into a competitive advantage. As a Microsoft Gold Partner specializing in Power BI, we build simple, actionable dashboards that give leaders instant visibility into their business. Our proven process and deep expertise in data strategy help organizations boost accountability, accelerate growth, and achieve their goals—without the complexity or overhead of a full data team.

In this episode of The Dashboard Effect, Brick and Landon give an update on Celeste, the internal AI tool Blue Margin has been building to help data teams query, explore, and visualize client data.They dive into what’s worked, what hasn’t, and the fork in the road between making Celeste valuable for engineers versus business users. Along the way, they share lessons about AI adoption, the limits of “wrappers,” and where emerging tools like Azure’s AI Foundry could take things next.If you’ve ever wondered what it’s really like to build and test an AI tool inside a data company, this conversation pulls back the curtain.Blue Margin helps middle-market companies use their data to create focus, accountability, and growth. We specialize in building modern data platforms and Power BI dashboards that turn information into a competitive advantage.Learn more at https://bluemargin.com

In this episode of The Dashboard Effect, Brick and Landon discuss their shift in thinking on whether to build custom data connectors or use third-party tools like Fivetran. They share the pros, cons, and lessons learned from their proof-of-concept with Fivetran, and why APIs are changing the data pipeline game.Key Moments:1:15 – Why custom connectors made sense in the past2:00 – The rise of APIs and the challenge of building connectors for them2:39 – Realizing the variety of systems—and limits of pre-built connectors4:03 – How Fivetran’s dedicated API teams save time and reduce risk4:57 – Turnaround times and when a custom build is still needed5:56 – Cost trade-offs: upfront development vs. subscription model6:30 – Support considerations for in-house vs. third-party connectors6:41 – Exploring other tools and continuing custom pipeline work7:11 – Closing thoughts and advice for data teamsBlue Margin helps middle-market companies turn their data into a strategic asset through automated dashboards and data solutions. By simplifying the flow of information, we empower leaders to make confident, data-driven decisions that drive growth and efficiency. Learn more at bluemargin.com.

In this episode of The Dashboard Effect, host Brick is joined by Blue Margin account executive Greg to demystify what it really means to “prepare your data for AI.” Rather than focusing on flashy tools and hype, they dig into the foundational steps, like building a modern data lakehouse and semantic layer, that are essential for long-term ROI. You’ll also hear why many companies are pulling back on generative AI pilots and what it takes to avoid falling into the “trough of disillusionment.”Whether you’re just starting your AI journey or looking to get real results from your investments, this episode offers a grounded, strategic perspective.Learn more: https://bluemargin.com

Choosing between Microsoft Fabric and Snowflake? In this episode of The Dashboard Effect, Brick Thompson and Landon Ochs break down when, why, and how to choose the right data platform for your organization. From ecosystem compatibility and AI capabilities to cost management and developer experience, we unpack the real-world trade-offs we see every day at Blue Margin.Whether you're building from scratch or evaluating a transition, this conversation will help you make a smarter, more informed decision.Don’t forget to subscribe for more data strategy insights!

This episode dives into the biggest theme from the 2025 Microsoft Build conference: AI agents. Brick and Landon unpack what Microsoft unveiled, from Copilot Studio to Azure AI Foundry, and what it all means for businesses adopting custom AI tools.Whether you're curious about how AI agents can automate tasks, what it takes to build and govern them effectively, or how Microsoft is pushing this technology forward, this episode is your insider look at the future of business automation.

Landon and Brick unpack the biggest announcements about Microsoft Fabric from the 2025 Microsoft Build Conference. From long-awaited features like Power BI write-back and built-in CICD, to major shifts like Cosmos DB moving into Fabric and Copilot now available at the F2 tier, this is a must-watch for data professionals and business leaders keeping an eye on Microsoft’s data ecosystem.Whether you're already working in Fabric or planning your move from Synapse, this breakdown will help you understand what’s here, what’s coming, and what to watch out for.Learn more about how Blue Margin helps companies turn data into growth: https://www.bluemargin.comLike this video if you found it helpfulSubscribe for more insights on Microsoft Fabric, Power BI, and data strategy

In this episode, Blue Margin’s Kate Eberle and Greg explore why forward-thinking private equity firms are investing in firm-level data lakehouses and how it’s transforming deal flow, operations, investor relations, and beyond.From reducing manual reporting to enabling AI-driven insights and natural language querying, they outline real-world use cases, challenges, and the best first steps to take.Subscribe for more insights on data strategy, business intelligence, and private equity performance.Want to learn how Blue Margin partners with PE firms?Visit https://bluemargin.com to demo our PE Power BI Dashboards

In this episode, Brick and Kate break down the five most impactful metrics for middle-market companies to focus on when implementing Business Intelligence (BI). These metrics help businesses not only measure performance, but also take strategic action based on real-time insights.Whether you're in services, manufacturing, or another industry, this conversation dives into practical examples and key considerations for tracking performance across the organization.Don't forget to like, comment, and subscribe for more insights on data-driven business strategies.

Rolling out a new BI system or dashboard? It's not just about the data; it's about the people. In this episode of The Dashboard Effect, Brick and Landon dive into the hidden influence of company culture on BI adoption. From Excel loyalty to leadership modeling and psychological safety, they unpack the human side of digital transformation.Learn how to overcome resistance, build trust, and drive lasting engagement with your dashboards.Need help getting your dashboards adopted? Visit us at https://bluemargin.com

Are you chasing metrics that look good but don’t do good?In this episode of The Dashboard Effect, Brick 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

 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. 

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 SynapseDon'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

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 reportingSubscribe to The Dashboard Effect Podcast for more insights on data-driven decision-making!

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 reportingWhether 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

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 themWhether 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

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=1Connect with Lisa on LinkedIn here: https://www.linkedin.com/in/lisa-weaver-lambert-9568912/

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

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.

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.

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

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 recordsHow ODBC became the unexpected hero for pulling large data setsThe importance of getting creative with data extractionListen in for tips and insights that can help with your own data pipeline challenges!

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 MistakesBlue 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

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. 

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

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

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

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_LNoThanks for watching, and we'll see you in the next episode of The Dashboard Effect Podcast!

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 symbolsThe power of dynamic formatting in Power BIAn innovative approach using a "concatenated fact table"Best practices for handling currency conversion ratesBalancing data duplication and compression for optimal performanceReal-world examples of multi-currency implementation for global businessesThe 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/pcyUvGVHAY0Blue 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

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 reportsLearn 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

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 addedMaintenance overhead and potential for errors as the Excel file growsThe 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

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.

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.

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.

(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.

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.

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 views1:45 Power BI is not an ETL tool, so use SQL instead2:34 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.

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.

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.

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-readinessThe challenges and solutions for dealing with data from disparate sourcesThe importance of a semantic layer in making data accessible for AI and business usersWhy you should take an agile approach when developing data infrastructureClick 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.

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.

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.

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.