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Duration 14 hours
Course Outline
Introduction to Power BI in Finance
- Exploring the Power BI ecosystem.
- Key data types and features relevant to financial analysis.
- An overview of reporting requirements for payroll and cash flow.
Data Sourcing and Modeling
- Importing payroll and cash flow data from Excel or CSV formats.
- Constructing data models using relationships and calculated columns.
- Managing time intelligence for payroll cycles and monthly trends.
Cash Flow Dashboards
- Visualizing inflows, outflows, and cash positions over time.
- Conducting variance analysis and comparing forecasts.
- Designing KPI cards, line charts, and waterfall charts.
Payroll Reporting in Power BI
- Organizing payroll datasets covering earnings, benefits, and taxes.
- Generating reports segmented by department, location, or employee type.
- Identifying payroll trends, anomalies, and key cost drivers.
DAX for Financial Calculations
- Foundational DAX for cash flow metrics (e.g., net cash, rolling balances).
- Payroll-specific measures such as total compensation and tax ratios.
- Utilizing DAX for cumulative and monthly breakdowns.
Report Automation and Distribution
- Publishing dashboards to the Power BI Service.
- Configuring data refresh schedules and report subscriptions.
- Securely sharing reports with finance and HR teams.
Best Practices and Use Case Studies
- Designing clear and insightful financial dashboards.
- Cash flow scenario modeling using what-if parameters.
- Case study: A comprehensive payroll overview with drill-down capabilities to the employee level.
Summary and Next Steps
Requirements
- A foundational grasp of financial and payroll principles.
- Working knowledge of Microsoft Excel.
Target Audience
- Finance specialists handling payroll and cash flow reporting.
- HR analysts and payroll managers.
- Business analysts and existing Power BI users within finance departments.
Testimonials (2)
How to use relationships in Power BIand the differences between columns and measurements
LEUNG Chun Hei - HAESL
Course - Advanced Power BI: Data Modeling, DAX, and Enhanced Analytics
Method of training.
