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Course Outline
Introduction to Analyzing Financial Operations with Power BI
- Summary of cash flow and payroll analytics
- Organizing datasets for operational reporting
- Essential financial ratios and metrics for HR and finance
Preparation and Transformation of Data
- Importing and refining cash flow and payroll records
- Consolidating various financial data sources (Excel, CSV, databases)
- Establishing connections between cost centers, staff, and transactions
Reporting on Cash Flow
- Designing dashboards to track inflows and outflows
- Formulating DAX measures for net cash flow and liquidity indicators
- Displaying trends and cumulative balances across periods
Analyzing and Visualizing Payroll
- Creating dashboards for payroll performance
- Examining data on salaries, overtime, and deductions
- Assessing payroll costs by department and job role
Forecasting and Variance Assessment
- Implementing predictive measures for cash and payroll forecasts
- Evaluating actuals against planned budgets
- Using trend lines and KPI variance visuals to aid decision-making
Interactive Dashboards and Reporting
- Designing user-friendly 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
- Merging cash flow and payroll datasets into one Power BI report
- Constructing dynamic visuals and KPI cards
- Communicating results using narrative techniques
Recap and Future Actions
Requirements
- Competency in Power BI data visualization and reporting
- Practical experience handling financial or HR data
- Proficiency with Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll specialists
- Accountants and HR personnel
- Managers overseeing budget and cash flow reporting
7 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.