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 They explore why the common practice of sending daily Excel sheets or PDFs is limiting and outdated, and offer better alternatives using modern BI tools like Power BI.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

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 added
• Maintenance overhead and potential for errors as the Excel file grows

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

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.