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 Duration 7 hours

Course Outline

Introduction to Financial Operations Analysis in Power BI

  • Overview of cash flow and payroll analytics
  • Structuring datasets for operational reporting
  • Essential financial ratios and indicators for HR and finance

Data Preparation and Transformation

  • Loading and cleansing cash flow and payroll data
  • Merging 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
  • Formulating DAX measures for net cash flow and liquidity metrics
  • Visualizing trends and cumulative balances over time

Payroll Analysis and Visualization

  • Constructing payroll performance dashboards
  • Analyzing data related to salaries, overtime, and deductions
  • Conducting payroll cost analysis by department and position

Forecasting and Variance Analysis

  • Applying predictive measures for cash and payroll projections
  • Comparing actual results against planned budgets
  • Utilizing trend lines and KPI variance visuals to support decisions

Interactive Dashboards and Reporting

  • Designing intuitive visuals for executives and HR stakeholders
  • Configuring drill-downs, slicers, and filters for deeper insights
  • Securely publishing and sharing interactive dashboards

Hands-on Project: End-to-End Financial Operations Dashboard

  • Integrating cash flow and payroll datasets into a single Power BI report
  • Building dynamic visuals and KPI cards
  • Presenting findings using storytelling techniques

Summary and Next Steps

Requirements

  • A solid grasp of Power BI data visualization and reporting concepts
  • Practical experience working with financial or HR datasets
  • Proficiency in Excel or comparable spreadsheet software

Target Audience

  • Finance and payroll analysts
  • Accountants and HR specialists
  • Managers overseeing budget and cash flow reporting

Number of participants


Price per participant

Open Training Courses require 5+ participants.

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.

Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced

Upcoming Courses

Power BI - Cash Flow and Payroll Analysis

2026-11-09 09:30
7 hours
Taipei, Aurora
9900 NT$ (Online)
9900 NT$ (Classroom)

Power BI - Cash Flow and Payroll Analysis

2026-11-23 09:30
7 hours
Taipei- Concord
9900 NT$ (Online)
9900 NT$ (Classroom)

Power BI - Cash Flow and Payroll Analysis

2026-12-07 09:30
7 hours
Taipei Walsin Xinyi
9900 NT$ (Online)
9900 NT$ (Classroom)

Power BI - Cash Flow and Payroll Analysis

2026-12-21 09:30
7 hours
Taichung, Global
9900 NT$ (Online)
72900 NT$ (Classroom)

Power BI - Cash Flow and Payroll Analysis

2027-01-04 09:30
7 hours
The Hsinchu Wishun centre
9900 NT$ (Online)
9900 NT$ (Classroom)

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