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Course Outline
Introduction to Power BI for Finance
- Understanding the Power BI ecosystem
- Data types and key features for financial analysis
- Overview of payroll and cash flow reporting requirements
Data Sources and Modelling
- Importing payroll and cash flow data from Excel or CSV sources
- Constructing data models with relationships and calculated columns
- Applying time intelligence for payroll cycles and monthly trends
Cash Flow Dashboards
- Visualising inflows, outflows, and cash position over time
- Conducting variance analysis and forecasting comparisons
- Creating KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Structuring payroll datasets: earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee type
- Identifying payroll trends, anomalies, and cost drivers
DAX for Financial Calculations
- Fundamental DAX for cash flow calculations (e.g., net cash, rolling balances)
- Payroll-specific measures: total compensation, tax ratios
- Utilising DAX for cumulative and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to the Power BI Service
- Configuring data refresh and report subscriptions
- Securely sharing reports with finance and HR teams
Best Practices and Use Case Walkthroughs
- Designing clear and insightful financial dashboards
- Modelling cash flow scenarios using what-if parameters
- Use case: comprehensive payroll overview with drill-down capabilities to employee level
Summary and Next Steps
Requirements
- Fundamental understanding of financial and payroll concepts
- Familiarity with Microsoft Excel
Target Audience
- Finance professionals dealing with payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI users within finance teams
14 Hours
Testimonials (2)
Method of training.
Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced
- Building dashboards - Learning the counts and SUMs and SWITCH -
