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Course Outline
Introduction to Power BI in a Financial Context
- Navigating the Power BI ecosystem
- Essential data types and features for financial analysis
- An overview of the specific reporting needs for payroll and cash flow
Data Sources and Modelling
- Importing payroll and cash flow data from Excel or CSV files
- Constructing data models through relationships and calculated columns
- Applying time intelligence to payroll cycles and monthly trend analysis
Building Cash Flow Dashboards
- Visualising inflows, outflows, and cash position over time
- Conducting variance analysis and comparing forecasts
- Designing KPI cards, line charts, and waterfall charts for clarity
Payroll Reporting with Power BI
- Structuring payroll datasets covering earnings, benefits, and taxes
- Creating segmented reports by department, location, or employee type
- Identifying payroll trends, anomalies, and key cost drivers
DAX for Financial Calculations
- Foundational DAX 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 and monthly breakdowns
Automating and Sharing Reports
- Publishing dashboards to Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securely distributing reports to finance and HR stakeholders
Best Practices and Practical Scenarios
- Designing clear, insightful financial dashboards
- Modelling cash flow scenarios using what-if parameters
- Case study: A comprehensive payroll overview with employee-level drill-down capabilities
Summary and Next Steps
Requirements
- A fundamental grasp of financial principles and payroll concepts
- 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
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.
