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Course Outline
Introduction to Power BI for Finance
- Exploring the Power BI ecosystem
- Data types and essential features for financial analysis
- Overview of reporting requirements for payroll and cash flow
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV files
- Constructing data models with relationships and calculated columns
- Managing time intelligence for payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing inflows, outflows, and cash position over time
- Conducting variance analysis and comparing forecasts
- Designing KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Organizing payroll datasets: earnings, benefits, and taxes
- Creating reports segmented by department, location, or employee type
- Detecting payroll trends, anomalies, and primary cost drivers
DAX for Financial Calculations
- Foundational DAX for cash flow calculations (e.g., net cash, rolling balances)
- Payroll-specific measures: total compensation and tax ratios
- Applying DAX for cumulative and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to the Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securing and sharing reports with finance and HR teams
Best Practices and Use Case Walkthroughs
- Designing clear and insightful financial dashboards
- Modeling cash flow scenarios using what-if parameters
- Case study: comprehensive payroll overview with drill-down to employee level
Summary and Next Steps
Requirements
- Fundamental knowledge of financial principles and payroll management concepts
- Proficiency with Microsoft Excel
Target Audience
- Finance specialists engaged in payroll and cash flow reporting
- HR analysts and payroll administrators
- Business analysts and Power BI users 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.
