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Course Outline
Introduction to Power BI in Financial Contexts
- Exploring the Power BI ecosystem and its components
- Key data types and features essential for financial analysis
- An overview of reporting requirements for payroll and cash flow
Data Integration and Modeling
- Importing payroll and cash flow data from Excel or CSV files
- Constructing data models using relationships and calculated columns
- Applying time intelligence features to analyze payroll cycles and monthly trends
Developing Cash Flow Dashboards
- Visualizing temporal trends in inflows, outflows, and overall cash position
- Conducting variance analysis and comparing forecasted figures
- Creating KPI cards, line charts, and waterfall charts for clarity
Payroll Reporting via Power BI
- Organizing payroll datasets to include earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee classification
- Detecting payroll trends, anomalies, and key cost drivers
Financial Calculations using DAX
- Applying fundamental DAX for cash flow metrics (e.g., net cash, rolling balances)
- Creating payroll-specific measures such as total compensation and tax ratios
- Leveraging DAX for cumulative totals and monthly breakdowns
Automating and Sharing Reports
- Publishing dashboards to the Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securing the distribution of reports to finance and HR stakeholders
Best Practices and Practical Scenarios
- Designing intuitive and insightful financial dashboards
- Modeling cash flow scenarios with what-if parameters
- Case study: A comprehensive payroll overview with drill-down capabilities to the employee level
Wrap-Up and Future Directions
Requirements
- A foundational grasp of financial principles and payroll concepts
- Proficiency in Microsoft Excel
Target Audience
- Finance professionals responsible for payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI users within finance teams
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.
