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Duration 14 hours
Course Outline
Introduction to Power BI in Finance
- Exploring the components of the Power BI ecosystem
- Examining data types and essential features for financial analysis
- Reviewing the specific reporting needs for payroll and cash flow
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV files
- Constructing data models by defining relationships and calculated columns
- Implementing time intelligence to track payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing cash inflows, outflows, and overall cash position over time
- Conducting variance analysis and comparing forecasts
- Designing KPI cards, line charts, and waterfall charts for clear representation
Payroll Reporting in Power BI
- Organizing payroll datasets covering earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee type
- Detecting payroll trends, anomalies, and key cost drivers
DAX for Financial Calculations
- Applying basic DAX functions for cash flow metrics (e.g., net cash, rolling balances)
- Creating payroll-specific measures such as total compensation and tax ratios
- Utilizing DAX to derive cumulative and monthly data breakdowns
Report Automation and Sharing
- Publishing developed dashboards to Power BI Service
- Configuring automated data refreshes and report subscriptions
- Securing the sharing of reports with finance and HR stakeholders
Best Practices and Use Case Walkthroughs
- Designing financial dashboards that are both clear and insightful
- Performing cash flow scenario modeling utilizing what-if parameters
- Case study: Creating a comprehensive payroll overview with the ability to drill down to individual employee levels
Summary and Next Steps
Requirements
- A foundational grasp of financial principles and payroll concepts
- Proficiency in using Microsoft Excel
Target Audience
- Finance professionals responsible for payroll and cash flow reporting
- HR analysts and dedicated payroll managers
- Business analysts and Power BI users within finance departments
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.
