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Course Outline
Introduction to Power BI in Finance
- Exploring the Power BI ecosystem
- Key data types and features relevant to financial analysis
- Reviewing the reporting requirements for payroll and cash flow
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV files
- Constructing data models with relationships and calculated columns
- Implementing time intelligence for payroll cycles and monthly trend analysis
Cash Flow Dashboards
- Visualizing inflows, outflows, and cash positions over time
- Performing variance analysis and comparing forecasts
- Designing KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Organizing payroll datasets including earnings, benefits, and taxes
- Creating reports segmented by department, location, or employee type
- Detecting payroll trends, anomalies, and key cost drivers
DAX for Financial Calculations
- Applying basic DAX for cash flow metrics such as net cash and rolling balances
- Defining payroll-specific measures like total compensation and tax ratios
- Utilizing DAX for cumulative and monthly data breakdowns
Report Automation and Sharing
- Publishing dashboards to Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securely sharing reports with finance and HR teams
Best Practices and Use Case Walkthroughs
- Designing clear and insightful financial dashboards
- Conducting cash flow scenario modeling with what-if parameters
- Case study: Creating a comprehensive payroll overview with drill-down capabilities to the employee level
Summary and Next Steps
Requirements
- Fundamental knowledge of financial and payroll concepts
- Proficiency with Microsoft Excel
Target Audience
- Finance professionals engaged in payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI users within finance teams
14 Hours
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.
