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Course Outline
Introduction to Power BI in a Financial Context
- Exploring the Power BI ecosystem.
- Key data types and features relevant to financial analysis.
- Understanding the specific reporting requirements for payroll and cash flow.
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV files.
- Constructing data models with relationships and calculated columns.
- Applying time intelligence techniques for payroll cycles and monthly trends.
Cash Flow Dashboards
- Visualizing temporal trends in inflows, outflows, and overall cash position.
- Conducting variance analysis and comparing forecasts.
- Implementing 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.
- Detecting payroll trends, anomalies, and primary 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 totals and monthly breakdowns.
Report Automation and Distribution
- Publishing dashboards to Power BI Service.
- Configuring automated data refresh and report subscriptions.
- Safely sharing reports with finance and HR stakeholders.
Best Practices and Case Studies
- Designing clear and insightful financial dashboards.
- Modeling cash flow scenarios using what-if parameters.
- Case study: A comprehensive payroll overview with drill-down capabilities to the employee level.
Summary and Future Directions
Requirements
- A foundational grasp of financial principles and payroll concepts.
- Proficiency with Microsoft Excel.
Target Audience
- Finance professionals responsible for payroll and cash flow reporting.
- HR analysts and payroll managers.
- Business analysts and Power BI users within finance departments.
14 Hours
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.
