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Course Outline
Introduction to Power BI in Financial Contexts
- Exploring the Power BI ecosystem
- Data types and essential features for financial analysis
- Overview of reporting requirements for payroll and cash flow
Data Integration and Modeling
- Importing payroll and cash flow data from Excel or CSV sources
- Constructing data models utilizing relationships and calculated columns
- Implementing time intelligence for payroll cycles and monthly trend analysis
Developing Cash Flow Dashboards
- Visualizing inflows, outflows, and cash positions over time
- Performing variance analysis and comparing forecasts
- Implementing KPI cards, line charts, and waterfall charts
Payroll Reporting with Power BI
- Organizing payroll datasets covering earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee category
- Identifying payroll trends, anomalies, and key cost drivers
Applying DAX for Financial Metrics
- Basic DAX applications for cash flow calculations (e.g., net cash, rolling balances)
- Defining payroll-specific measures such as total compensation and tax ratios
- Leveraging DAX for cumulative and monthly detailed breakdowns
Automating and Distributing Reports
- Publishing dashboards to the Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securely sharing reports with finance and HR stakeholders
Best Practices and Scenario Demonstrations
- Designing clear and insightful financial dashboards
- Modeling cash flow scenarios utilizing what-if parameters
- Case study: Comprehensive payroll overview with employee-level drill-downs
Conclusion and Future Directions
Requirements
- A foundational grasp of financial and payroll principles
- Proficiency with Microsoft Excel
Target Audience
- Finance specialists involved in payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI practitioners 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.
