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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 for HR and finance
Data Preparation and Transformation
- Loading and cleaning cash flow and payroll data
- Integrating multiple financial data sources (Excel, CSV, databases)
- Establishing relationships between cost centers, employees, and transactions
Cash Flow Reporting
- Designing dashboards for tracking 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
- Departmental and position-based payroll cost analysis
Forecasting and Variance Analysis
- Applying predictive measures for cash and payroll projections
- Comparing actual versus planned budgets
- Utilizing 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
- Publishing and securely sharing interactive dashboards
Hands-on Project: End-to-End Financial Operations Dashboard
- Merging cash flow and payroll datasets into a single Power BI report
- Developing dynamic visuals and KPI cards
- Presenting findings using storytelling techniques
Summary and Next Steps
Requirements
- Familiarity with Power BI data visualization and reporting
- Experience handling financial or HR data
- Knowledge of Excel or comparable spreadsheet tools
Target 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.