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Duration 7 hours
Course Outline
Introduction to Financial Operations Analysis in Power BI
- Fundamentals of cash flow and payroll analytics
- Organising datasets for operational reporting
- Essential financial ratios and indicators for HR and finance
Data Preparation and Transformation
- Ingesting and refining cash flow and payroll data
- Aggregating diverse financial data sources (Excel, CSV, databases)
- Establishing connections between cost centres, employees, and transactions
Cash Flow Reporting
- Creating dashboards to track inflows and outflows
- Developing DAX measures for net cash flow and liquidity indicators
- Visualising temporal trends and cumulative balances
Payroll Analysis and Visualisation
- Assembling payroll performance dashboards
- Evaluating data on salaries, overtime, and deductions
- Anlysing payroll costs by department and job role
Forecasting and Variance Analysis
- Applying predictive measures for cash and payroll predictions
- Benchmarking actuals against planned budgets
- Utilising trend lines and KPI variance visuals to support decisions
Interactive Dashboards and Reporting
- Designing intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper insight
- Securely publishing and sharing interactive dashboards
Practical Project: End-to-End Financial Operations Dashboard
- Merging cash flow and payroll datasets into a unified Power BI report
- Generating dynamic visuals and KPI cards
- Communicating findings through effective storytelling techniques
Conclusion and Future Directions
Requirements
- Proficiency in Power BI data visualisation and reporting capabilities
- Practical experience handling financial or HR datasets
- Competence with Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers overseeing budget and cash flow reporting
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
