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Duration 14 hours
Course Outline
Introduction to Power BI in Finance
- Exploring the components of the Power BI ecosystem
- Key data types and features relevant to financial analysis
- An overview of specific reporting requirements for payroll and cash flow
Data Sources and Modeling
- Incorporating payroll and cash flow data from Excel or CSV files
- Constructing data models using relationships and calculated columns
- Applying time intelligence functions to track payroll cycles and monthly trends
Developing Cash Flow Dashboards
- Visualizing trends in inflows, outflows, and overall cash position
- Conducting variance analysis and comparing forecasts
- Designing KPI cards, line graphs, and waterfall charts
Payroll Reporting via Power BI
- Organizing payroll datasets covering earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee category
- Detecting payroll patterns, irregularities, and primary cost factors
Applying DAX for Financial Calculations
- Implementing basic DAX functions for cash flow metrics such as net cash and rolling balances
- Creating payroll-specific measures for total compensation and tax ratios
- Utilizing DAX for cumulative calculations and monthly breakdowns
Automating and Sharing Reports
- Publishing dashboards to the Power BI Service platform
- Configuring automated data refreshes and report subscriptions
- Securing and sharing reports with finance and HR stakeholders
Best Practices and Scenario Walkthroughs
- Crafting clear and insightful financial dashboards
- Performing cash flow scenario modeling with what-if parameters
- Case study: Creating a comprehensive payroll overview with employee-level drill-down capabilities
Conclusion and Future Steps
Requirements
- Fundamental knowledge of financial principles and payroll mechanics
- Proficiency in Microsoft Excel
Target Audience
- Finance professionals responsible for payroll and cash flow reporting
- HR analysts and payroll management specialists
- Business analysts and Power BI practitioners within finance teams
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.
