129 episodes

 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

The Dashboard Effect Brick Thompson, Jon Thompson, Caleb Ochs

    • Business

 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

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

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

    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 com...

    • 9 min
    Watch Out for These Data Model Red Flags

    Watch Out for These Data Model Red Flags

    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 a...

    • 9 min
    Blueprints for Building an Internal BI Team

    Blueprints for Building an Internal BI Team

    (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-...

    • 15 min
    How to Use Leading and Lagging Metrics for Better Business Agility

    How to Use Leading and Lagging Metrics for Better Business Agility

    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 compa...

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

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

    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 Sec...

    • 8 min
    How to Democratize Data and Avoid the Chaos of Data Sprawl

    How to Democratize Data and Avoid the Chaos of Data Sprawl

    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 ent...

    • 8 min

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