The Pitfalls of Augmenting Transactional Data with Excel for Reporting

The Pitfalls of Augmenting Transactional Data with Excel for Reporting

Author: Brick Thompson, Jon Thompson, Caleb Ochs, Landon Ochs June 20, 2024 Duration: 9:19
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 cat...

Every other Thursday, The Dashboard Effect cuts through the noise around business data. Host Brick Thompson of Blue Margin sits down with operators and leaders who are actually using analytics to steer their companies, moving beyond theory to the tangible realities of implementation. This isn't about abstract concepts; it's a focused discussion on building clarity and accountability through dashboards and reporting that people actually use. You'll hear specific stories about the hurdles mid-market and private equity-backed firms face when trying to make data-driven decisions a daily habit, not just an aspiration. The conversations in this podcast are built for leaders who need practical frameworks, whether it's about selecting the right metrics, fostering a data culture, or justifying the investment in business intelligence tools. Each episode aims to simplify a complex landscape, providing listeners with a clearer path to turning their information into a strategic advantage. Tune in for grounded advice that translates data from a potential asset into a genuine driver of business performance.
Author: Language: en-us Episodes: 100

The Dashboard Effect
Podcast Episodes
When it Comes to Power BI Dashboards, Simple is Better [not-audio_url] [/not-audio_url]

Duration: 10:48
In this episode, Brick and Caleb discuss the fine line between adding value and overwhelming users with too much information when it comes to developing Power BI dashboards. They give insight into the dangers of overload…
Embracing Change: Use an Iterative Approach to Keep Your BI Relevant [not-audio_url] [/not-audio_url]

Duration: 12:51
(This week’s episode is a rerelease from earlier this year, and it’s just as relevant now as it was then.) Brick and Caleb highlight how constant evolution in the BI process is key to a data initiative’s success. They em…
How to Measure Success and Demonstrate ROI of Data Projects [not-audio_url] [/not-audio_url]

Duration: 12:56
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-m…
7 Strategies for Effectively Managing Data Teams [not-audio_url] [/not-audio_url]

Duration: 14:13
In this milestone 100th episode of The Dashboard Effect, Brick and Caleb discuss the challenges and best practices around managing data talent. From hiring and retention to continuous learning and meaningful work, they s…
Data Lakes - The Solution to Siloed Data [not-audio_url] [/not-audio_url]

Duration: 13:06
In this episode of The Dashboard Effect podcast, Brick Thompson and Caleb Ochs discuss the concept of data silos, exploring their implications and the challenges they present in today's data landscape. They touch on the…
The Reality of Generative AI in Analytics: Hype vs. Progress [not-audio_url] [/not-audio_url]

Duration: 14:35
In this episode, Brick and Caleb revisit the world of generative AI in analytics. They revisit their experience with Microsoft's Power BI Copilot and discuss the current state of AI in generating SQL queries, dashboards,…