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Course Outline
Introduction to Financial Operations Analysis via Power BI
- Overview of cash flow and payroll analytical approaches
- Structuring datasets to support operational reporting needs
- Essential financial ratios and indicators for HR and finance teams
Data Preparation and Transformation
- Importing and refining cash flow and payroll datasets
- Consolidating various financial data sources, including Excel, CSV files, and databases
- Establishing relationships between cost centers, employee records, and transactions
Cash Flow Reporting
- Designing dashboards to track inflows and outflows
- Developing DAX measures for net cash flow and liquidity metrics
- Visualizing trends and cumulative balances across time periods
Payroll Analysis and Visualization
- Constructing dashboards for payroll performance evaluation
- Examining data related to salaries, overtime, and deductions
- Analyzing payroll costs by department and job position
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll forecasting
- Evaluating actual performance against planned budgets
- Utilizing trend lines and KPI variance visuals to aid decision support
Interactive Dashboards and Reporting
- Crafting intuitive visuals for executive leadership and HR stakeholders
- Configuring drill-downs, slicers, and filters to uncover deeper insights
- Securely publishing and sharing interactive dashboards
Hands-on Project: Comprehensive Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a unified Power BI report
- Developing dynamic visuals and KPI indicator cards
- Communicating insights through effective storytelling techniques
Summary and Recommended Next Steps
Requirements
- Foundational knowledge of Power BI data visualization and reporting capabilities
- Practical experience managing financial or HR data
- Proficiency with Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers overseeing budget management and cash flow reporting
7 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.
