
The Dashboard Effect
Brick Thompson, Jon Thompson, Caleb Ochs, Landon Ochs
NEW EPISODES EVERY OTHER THURSDAY!!!
The Dashboard Effect Podcast: Simplifying Data for Smarter Business Decisions
Welcome to The Dashboard Effect, the go-to podcast for mid-market businesses and private equity-backed companies looking to harness the power of data.
Hosted by Brick Thompson from Blue Margin, we demystify data analytics and business intelligence, offering practical insights and actionable strategies that drive accountability, performance, and growth.
From breaking down complex data concepts to sharing real-world success stories, we cover topics like Power BI, data lakes, dashboards, automation, and the latest trends shaping the future of business intelligence. Whether you're a CEO, operator, or BI professional, we’ll help you unlock the potential of your data for smarter, faster decisions.
Tune in to The Dashboard Effect and discover how the right data, at the right time, can transform your business.
Subscribe now and take the first step toward becoming a data-driven organization!
Learn More: BlueMargin.com
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Top 10 The Dashboard Effect Episodes
Goodpods has curated a list of the 10 best The Dashboard Effect episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to The Dashboard Effect for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite The Dashboard Effect episode by adding your comments to the episode page.

A Case Study: Unifying Data Sources with Azure Data Lake and Serverless SQL
The Dashboard Effect
02/15/24 • 10 min
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 Lake: Caleb kicks off the discussion with an overview of Azure Data Lake, emphasizing its role in creating a unified data repository. The conversation highlights the significance of maintaining "one copy of your data" to eliminate redundancy and ensure consistency across various data analysis projects.
- Client Case Study: Caleb walks through a recent project of creating an Azure Data Lake for a client. Learn about the challenges of integrating multiple data sources and how serverless SQL views simplify data modeling and reporting.
- Serverless SQL Explained: Caleb outlines the benefits of serverless SQL, including its flexibility, cost-effectiveness, and how it caters to users familiar with SQL Server without the need for a traditional database setup.
- Semantic Modeling for Unified Reporting: Understand the process of creating a semantic layer that merges data from disparate systems, enabling consolidated reporting across different business units without compromising data integrity.
- Performance Insights: Caleb shares his experience with the performance of serverless SQL on Azure Data Lake, busting myths about query execution times and handling large datasets efficiently.
- Looking Ahead: Brick and Caleb discuss the features they're waiting on within Microsoft's Fabric OneLake before transitioning from Azure Data Lake.
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.

How to Measure Success and Demonstrate ROI of Data Projects
The Dashboard Effect
11/15/23 • 12 min
In this episode, Brick and Caleb discuss how to demonstrate the value and return on investment (ROI) of data initiatives. They explore practical ways to quantify ROI, from automating manual effort to improving decision-making processes. Brick and Caleb also share real-world examples including the impact of increasing employee utilization on a company's bottom line.
They discuss the importance of measuring performance before and after the implementation of data projects, the potential pitfalls of "over reporting", and the power of simplicity in data analytics.
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.

Who Should Own BI in Your Company, with Kate Eberle
The Dashboard Effect
07/09/22 • 14 min
Brick and Kate discuss the different roles within a company that typically own the BI function and some of the potential pros and cons of each.

Get Ready for Power BI Copilot
The Dashboard Effect
06/28/23 • 12 min
Brick and Caleb delve into the latest announcements from the Microsoft Build Conference, specifically focusing on Power BI and its upcoming Copilot feature. They share some of the capabilities of the Copilot's natural language querying and the potential impact on report building and data infrastructure, prompting the question: what role will data visualization experts play in the future?
Power BI Copilots will become generally available in ~6 months, and companies need to start preparing their data now to leverage these revolutionary tools.
As referenced in the episode, here is a link to watch the Microsoft Power BI Copilot demo: (4) Copilot in Power BI Demo - YouTube
Click here to watch this episode on our YouTube channel.
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.
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.

Database 101: Breaking Down the Basics
The Dashboard Effect
07/12/23 • 11 min
In this episode, Brick and Caleb lay out the fundamentals of databases. They provide a clear understanding of how data is structured, stored, and related in a database, using relatable examples like Excel sheets. This discussion lays the groundwork for AI and advanced data technologies because a grasp of these basics empowers us to leverage more complex tools and concepts.
Click here to watch this episode on our YouTube channel.
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.
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.

How to Structure Your Data for Power BI Copilot
The Dashboard Effect
01/24/24 • 13 min
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.

Expert Insights Series - SimonMed: How Data Insight Improves Performance for PE-Backed Healthcare Companies
The Dashboard Effect
08/02/23 • 34 min
In this episode of the Expert Insights Series, Blue Margin Director of Consulting, Kate Eberle, hosts Pedro Renteria, the VP of Financial Planning and Analysis at SimonMed. Pedro works closely with operations and leans on business intelligence (BI) and analytics to drive company performance.
Click here to watch this episode on our YouTube channel.
Key Points:
- SimonMed's BI Journey: A Healthcare Case Study
- How SimonMed Uses Data Analytics to Increase Patient Volume and Employee Engagement
- SimonMed's Data-Driven, Human-Centered Approach to Performance Improvements
- Pedro's perspective on ROI and his observations of SimonMed's progress
Before joining SimonMed, Pedro served as VP of FP&A at Frontier Communications, Sr. Director of FP&A at financial services company Early Warning, Finance Controller at Amazon, and Finance Director at American Airlines and U.S. Airways.
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.
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.

The Layman's Guide to Data Terminology: Part Three
The Dashboard Effect
03/14/24 • 11 min
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.

How to Quickly Get BI Wins
The Dashboard Effect
07/19/22 • 18 min
Brick and Caleb discuss how an organization can quickly start doing real BI. Getting going is easier than you might think, but there are a few key things to keep in mind.
For further reading: The Quick Path to Winning with Data and Dashboards (bluemargin.com)

The Future of Microsoft Fabric: Will It Replace Synapse?
The Dashboard Effect
03/13/25 • 9 min
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
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FAQ
How many episodes does The Dashboard Effect have?
The Dashboard Effect currently has 152 episodes available.
What topics does The Dashboard Effect cover?
The podcast is about Analytics, Private Equity, Data, Podcasts, Data Analytics and Business.
What is the most popular episode on The Dashboard Effect?
The episode title 'Expert Insight Series - Industrial Growth Partners: Using Data to Maximize Value and Performance Throughout the Investment Lifecycle' is the most popular.
What is the average episode length on The Dashboard Effect?
The average episode length on The Dashboard Effect is 17 minutes.
How often are episodes of The Dashboard Effect released?
Episodes of The Dashboard Effect are typically released every 7 days.
When was the first episode of The Dashboard Effect?
The first episode of The Dashboard Effect was released on Jun 28, 2022.
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