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Duration 7 hours
Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics
- Organizing datasets for operational reporting
- Essential financial ratios and indicators for HR and finance
Data Preparation and Transformation
- Ingesting and refining cash flow and payroll data
- Aggregating multiple financial data sources (Excel, CSV, databases)
- Establishing connections between cost centers, employees, and transactions
Cash Flow Reporting
- Designing dashboards to track inflows and outflows
- Formulating DAX measures for net cash flow and liquidity indicators
- Visualizing temporal trends and cumulative balances
Payroll Analysis and Visualization
- Constructing payroll performance dashboards
- Evaluating salary, overtime, and deduction data
- Conducting departmental and role-based payroll cost analyses
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll forecasts
- Assessing actuals against planned budgets
- Utilizing trend lines and KPI variance visuals to support decisions
Interactive Dashboards and Reporting
- Crafting intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for enhanced insights
- Safely publishing and distributing interactive dashboards
Hands-on Project: End-to-End Financial Operations Dashboard
- Merging cash flow and payroll datasets into a unified Power BI report
- Creating dynamic visuals and KPI cards
- Presenting insights through effective storytelling techniques
Summary and Next Steps
Requirements
- Fundamental knowledge of Power BI data visualization and reporting capabilities
- Practical experience handling financial or HR data
- Proficiency with Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers overseeing budget and cash flow reporting
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
