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Duration 7 hours
Course Outline
Introduction to Financial Operations Analysis in Power BI
- An overview of cash flow and payroll analytics
- Organizing datasets for effective operational reporting
- Essential financial ratios and key indicators for HR and finance teams
Data Preparation and Transformation
- Importing and refining cash flow and payroll data
- Integrating multiple financial data sources, including Excel, CSV, and databases
- Establishing connections between cost centers, employees, and transactions
Cash Flow Reporting
- Designing dashboards to monitor inflows and outflows
- Developing DAX measures for net cash flow and liquidity assessments
- Illustrating trends and cumulative balances across time periods
Payroll Analysis and Visualization
- Constructing dashboards focused on payroll performance
- Evaluating data related to salaries, overtime, and deductions
- Conducting payroll cost analyses by department and role
Forecasting and Variance Analysis
- Applying predictive measures for cash and payroll forecasting
- Contrasting actual results against planned budgets
- Using trend lines and KPI variance visuals to aid decision support
Interactive Dashboards and Reporting
- Crafting intuitive visualizations for executives and HR stakeholders
- Implementing drill-downs, slicers, and filters for deeper analytical insights
- Safely publishing and sharing interactive dashboards
Hands-on Project: Comprehensive Financial Operations Dashboard
- Consolidating cash flow and payroll datasets into a unified Power BI report
- Creating dynamic visuals and KPI cards
- Communicating findings effectively using storytelling techniques
Summary and Next Steps
Requirements
- A foundational grasp of Power BI’s data visualization and reporting capabilities
- Practical experience handling financial or HR data sets
- Proficiency with Excel or equivalent spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and human resources specialists
- Managers overseeing budget management and cash flow reporting
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.
