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Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics.
- Structuring datasets for operational reporting.
- Key financial ratios and indicators relevant to HR and finance.
Data Preparation and Transformation
- Loading and cleaning cash flow and payroll data.
- Consolidating multiple financial data sources (Excel, CSV, databases).
- Establishing relationships between cost centers, employees, and transactions.
Cash Flow Reporting
- Designing dashboards to track inflows and outflows.
- Creating DAX measures for net cash flow and liquidity metrics.
- Visualizing trends and cumulative balances over time.
Payroll Analysis and Visualization
- Building payroll performance dashboards.
- Analyzing salary, overtime, and deductions data.
- Conducting departmental and position-based payroll cost analysis.
Forecasting and Variance Analysis
- Applying predictive measures for cash and payroll projections.
- Comparing actual results against planned budgets.
- Using trend lines and KPI variance visuals for decision support.
Interactive Dashboards and Reporting
- Designing intuitive visuals for executives and HR stakeholders.
- Configuring drill-downs, slicers, and filters for deeper insights.
- Securely publishing and sharing interactive dashboards.
Hands-on Project: End-to-End Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a single Power BI report.
- Constructing dynamic visuals and KPI cards.
- Presenting findings using effective storytelling techniques.
Summary and Next Steps
Requirements
- Foundational knowledge of Power BI data visualization and reporting.
- Previous experience handling financial or HR data.
- Proficiency with Excel or comparable spreadsheet tools.
Audience
- Finance and payroll analysts.
- Accountants and HR professionals.
- Managers tasked with budget and cash flow reporting.
7 Hours
Testimonials (2)
Method of training.
Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced
Useful and practical, the knowledge gained in training can be applied immediately.
