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Duration 14 hours
Course Outline
Foundations of Power BI in Finance
- Navigating the Power BI ecosystem
- Key data types and features essential for financial analysis
- Understanding the specific reporting requirements for payroll and cash flow
Data Integration and Modeling
- Integrating payroll and cash flow data from Excel or CSV files
- Constructing data models using relationships and calculated columns
- Applying time intelligence to track payroll cycles and monthly trends
Developing Cash Flow Dashboards
- Visualizing cash position, inflows, and outflows over time
- Conducting variance analysis and comparing forecasts
- Implementing KPI cards, line graphs, and waterfall charts
Advanced Payroll Reporting with Power BI
- Organizing payroll datasets covering earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee category
- Detecting payroll trends, anomalies, and underlying cost drivers
Applying DAX to Financial Computations
- Essential DAX functions for cash flow metrics, such as net cash and rolling balances
- Creating payroll-specific measures like total compensation and tax ratios
- Utilizing DAX for cumulative calculations and monthly breakdowns
Automating and Distributing Reports
- Deploying dashboards to the Power BI Service
- Configuring automatic data refreshes and report subscriptions
- Securely sharing reports with finance and HR stakeholders
Best Practices and Case Study Analysis
- Designing financial dashboards that are both clear and insightful
- Simulating cash flow scenarios using what-if parameters
- Case study: Implementing a comprehensive payroll overview with employee-level drill-downs
Conclusions and Future Directions
Requirements
- A foundational grasp of financial principles and payroll concepts
- Proficiency in Microsoft Excel
Target Audience
- Finance experts engaged in payroll and cash flow reporting
- HR analysts and payroll administrators
- Business analysts and finance team members utilizing Power BI
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.
