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Duration 14 hours
Course Outline
Introduction to Power BI in Finance
- Overview of the Power BI ecosystem.
- Key data types and features relevant to financial analysis.
- Assessing the reporting requirements for payroll and cash flow.
Data Sources and Modelling
- Importing payroll and cash flow data from Excel or CSV files.
- Constructing data models by defining relationships and calculated columns.
- Applying time intelligence to manage payroll cycles and monthly trends.
Cash Flow Dashboards
- Visualising inflows, outflows, and overall cash position over time.
- Conducting variance analysis and comparing forecasts.
- Designing KPI cards, line charts, and waterfall charts for clarity.
Payroll Reporting in Power BI
- Organising payroll datasets to include earnings, benefits, and taxes.
- Generating reports segmented by department, location, or employee type.
- Uncovering payroll trends, anomalies, and primary cost drivers.
DAX for Financial Calculations
- Applying basic DAX functions for cash flow metrics such as net cash and rolling balances.
- Defining payroll-specific measures including total compensation and tax ratios.
- Utilising DAX for cumulative calculations and monthly breakdowns.
Report Automation and Sharing
- Publishing dashboards to the 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.
- Modelling cash flow scenarios using what-if parameters.
- Case study: Creating a comprehensive payroll overview with drill-down capabilities to employee level.
Summary and Next Steps
Requirements
- Fundamental knowledge of financial and payroll principles.
- Proficiency with Microsoft Excel.
Target Audience
- Finance professionals responsible for payroll and cash flow reporting.
- HR analysts and payroll managers.
- Business analysts and Power BI users within finance teams.
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
