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Course Outline
Foundations of Power BI in Finance
- Exploring the Power BI ecosystem
- Essential data types and features for financial analysis
- An overview of the reporting requirements for payroll and cash flow
Data Integration and Modeling
- Importing payroll and cash flow data from Excel or CSV files
- Constructing data models using relationships and calculated columns
- Applying time intelligence to analyze payroll cycles and monthly trends
Developing Cash Flow Dashboards
- Visualizing the trajectory of inflows, outflows, and overall cash position
- Conducting variance analysis and comparing forecasts
- Implementing KPI cards, line charts, and waterfall charts
Payroll Analysis 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 primary cost drivers
DAX for Financial Computations
- Applying fundamental DAX for cash flow metrics (such as net cash and rolling balances)
- Defining payroll-specific measures like total compensation and tax ratios
- Utilizing DAX for cumulative and monthly data breakdowns
Automating Reports and Collaboration
- Deploying dashboards to the Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securely distributing reports to finance and HR teams
Best Practices and Practical Applications
- Crafting clear and insightful financial dashboards
- Performing cash flow scenario modeling with what-if parameters
- Case study: Creating a comprehensive payroll overview with drill-down capabilities to the individual employee level
Recap and Future Actions
Requirements
- A foundational grasp of financial and payroll principles
- Proficiency in Microsoft Excel
Target Audience
- Finance specialists 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.
