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Duration 14 hours
Course Outline
Introduction to Power BI in Finance
- Exploring the Power BI ecosystem and its components
- Key data types and features essential for financial analysis
- Overview of specific payroll and cash flow reporting requirements
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV files
- Constructing data models using relationships and calculated columns
- Applying time intelligence functions for payroll cycles and monthly trend analysis
Cash Flow Dashboards
- Visualizing temporal changes in inflows, outflows, and cash position
- Conducting variance analysis and comparing forecasts against actuals
- Implementing KPI cards, line charts, and waterfall charts for clarity
Payroll Reporting in Power BI
- Structuring payroll datasets to include earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee classification
- Detecting payroll trends, anomalies, and primary cost drivers
DAX for Financial Calculations
- Applying basic DAX expressions for cash flow computations, such as net cash and rolling balances
- Defining payroll-specific measures, including total compensation and tax ratios
- Leveraging DAX for cumulative calculations and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to the Power BI Service
- Configuring automated data refreshes and report subscriptions
- Ensuring secure report distribution to finance and HR stakeholders
Best Practices and Use Case Walkthroughs
- Designing intuitive and insight-driven 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
Summary and Next Steps
Requirements
- A foundational understanding of financial principles and payroll concepts
- Proficiency with Microsoft Excel
Target Audience
- Finance professionals responsible for payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI users within finance departments
Testimonials (2)
The most valuable takeaway was learning how to apply the concepts in real-world scenarios and understanding the tools and processes.
Marcel Tansae - DB Technology
Course - Microsoft Power Automate
How to use relationships in Power BIand the differences between columns and measurements
