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Duration 7 hours
Course Outline
Introduction to Analyzing Financial Operations with Power BI
- Overview of analytics for cash flow and payroll
- Organizing datasets for operational reporting
- Essential financial ratios and indicators for HR and finance
Data Preparation and Transformation
- Importing and refining cash flow and payroll data
- Merging multiple financial sources (Excel, CSV, databases)
- Establishing relationships among cost centers, employees, and transactions
Cash Flow Reporting
- Designing dashboards to track inflows and outflows
- Developing DAX measures for net cash flow and liquidity
- Visualizing trends and cumulative balances over periods
Payroll Analysis and Visualization
- Constructing dashboards for payroll performance
- Examining data on salaries, overtime, and deductions
- Conducting cost analysis by department and role
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll forecasts
- Comparing actual outcomes against planned budgets
- Using trend lines and KPI variance visuals to aid decisions
Interactive Dashboards and Reporting
- Crafting intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper analysis
- Securely publishing and sharing interactive dashboards
Practical Project: Comprehensive Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a unified Power BI report
- Creating dynamic visuals and KPI cards
- Presenting insights using data storytelling techniques
Conclusion and Recommendations
Requirements
- Proficiency in Power BI data visualization and reporting capabilities
- Practical experience handling financial or HR datasets
- Working knowledge of Excel or comparable spreadsheet applications
Target Audience
- Specialists in finance and payroll analysis
- Accountants and HR practitioners
- Managers overseeing budgeting and cash flow reporting
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.
