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Duration 14 hours
Course Outline
Introduction to Power BI in Finance
- Exploring the Power BI ecosystem.
- Key data types and features relevant to financial analysis.
- Overview of requirements for payroll and cash flow reporting.
Data Integration and Modeling
- Importing payroll and cash flow data from Excel or CSV files.
- Constructing data models with defined relationships and calculated columns.
- Managing time intelligence for payroll cycles and monthly trends.
Developing Cash Flow Dashboards
- Visualizing inflows, outflows, and cash position over time.
- Conducting variance analysis and comparing forecasts.
- Creating KPI cards, line charts, and waterfall charts.
Payroll Reporting in Power BI
- Structuring payroll data: earnings, benefits, and taxes.
- Generating reports segmented by department, location, or employee category.
- Identifying payroll trends, anomalies, and primary cost drivers.
Applying DAX for Financial Calculations
- Basic DAX functions for cash flow metrics (e.g., net cash, rolling balances).
- Payroll-specific measures: total compensation and tax ratios.
- Utilizing DAX for cumulative and monthly breakdowns.
Automating Reports and Distribution
- Publishing dashboards to the Power BI Service.
- Configuring data refresh schedules and report subscriptions.
- Securely sharing reports with finance and HR stakeholders.
Best Practices and Scenario Walkthroughs
- Designing clear and insightful financial dashboards.
- Modeling cash flow scenarios using what-if parameters.
- Case study: comprehensive payroll overview with drill-down capabilities to employee level.
Summary and Path Forward
Requirements
- Fundamental knowledge of financial and payroll principles.
- Proficiency with Microsoft Excel.
Intended Audience
- Finance specialists involved in payroll and cash flow reporting.
- HR analysts and payroll managers.
- Business analysts and Power BI users within finance departments.
Testimonials (2)
The most valuable takeaway was learning how to apply the concepts in real-world scenarios and understanding the tools and processes.
Marcel Tansae - DB Technology
Course - Microsoft Power Automate
How to use relationships in Power BIand the differences between columns and measurements
