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 records
• How ODBC became the unexpected hero for pulling large data sets
• The importance of getting creative with data extraction

Listen 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 Mistakes


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, 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