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Course Outline
Introduction to Power BI for Finance
- Overview of the Power BI ecosystem
- Key data types and features for financial analysis
- Insights into payroll and cash flow reporting requirements
Data Sources and Modeling
- Importing Excel or CSV payroll and cash flow data
- Constructing data models with relationships and calculated columns
- Managing time intelligence for payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing inflows, outflows, and cash position over time
- Performing variance analysis and forecasting comparisons
- Developing KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Structuring payroll datasets: earnings, benefits, taxes
- Creating reports segmented by department, location, or employee type
- Identifying payroll trends, anomalies, and cost drivers
DAX for Financial Calculations
- Essential DAX functions for cash flow calculations (e.g., net cash, rolling balances)
- Payroll-specific measures: total compensation, tax ratios
- Utilizing DAX for cumulative and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securely sharing reports with finance and HR teams
Best Practices and Use Case Walkthroughs
- Designing clear and insightful financial dashboards
- Modeling cash flow scenarios using what-if parameters
- Use case: comprehensive payroll overview with drill-down capabilities to the employee level
Summary and Next Steps
Requirements
- Fundamental knowledge of financial and payroll concepts
- Proficiency in Microsoft Excel
Target Audience
- Finance professionals involved in payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI users within finance departments
14 Hours
Testimonials (2)
Method of training.
Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced
- Building dashboards - Learning the counts and SUMs and SWITCH -