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Course Outline
Foundations of Financial Operations Analysis in Power BI
- An introduction to cash flow and payroll analytics
- Organizing datasets for effective operational reporting
- Essential financial ratios and indicators relevant to HR and finance
Data Preparation and Transformation
- Ingesting and refining cash flow and payroll data
- Merging diverse financial data sources such as Excel, CSV, and databases
- Establishing connections between cost centers, employee records, and transactions
Cash Flow Reporting
- Developing dashboards to track inflows and outflows
- Defining DAX measures for net cash flow and liquidity metrics
- Displaying trends and cumulative balances over time
Payroll Analysis and Visualization
- Creating dashboards for payroll performance tracking
- Examining data related to salaries, overtime, and deductions
- Conducting payroll cost analysis by department and job position
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll forecasts
- Assessing actual results against planned budgets
- Using trend lines and KPI variance visuals to aid decision-making
Interactive Dashboards and Reporting
- Crafting user-friendly visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters to uncover deeper insights
- Securely publishing and sharing interactive dashboards
Capstone Project: End-to-End Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a unified Power BI report
- Constructing dynamic visuals and KPI cards
- Presenting results using effective data storytelling techniques
Conclusion and Future Directions
Requirements
- A solid grasp of Power BI’s data visualization and reporting capabilities
- Practical experience handling financial or HR datasets
- Proficiency with Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers overseeing budget management and cash flow reporting
7 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.