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Course Outline
Introduction to Power BI in Finance
- Exploring the Power BI ecosystem
- Data types and core functionalities for financial analysis
- Reviewing reporting requirements for payroll and cash flow
Data Sources and Modeling
- Ingesting 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 performance trends
Cash Flow Dashboards
- Visualizing inflows, outflows, and overall cash position over time
- Conducting variance analysis and comparing forecasts
- Utilizing KPI cards, line charts, and waterfall charts for clarity
Payroll Reporting in Power BI
- Organizing payroll datasets: earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee category
- Detecting payroll trends, outliers, and underlying cost drivers
DAX for Financial Calculations
- Foundational DAX for cash flow metrics (e.g., net cash, rolling balances)
- Payroll-focused measures: total compensation and tax ratios
- Leveraging DAX for cumulative totals and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to the Power BI Service
- Configuring automatic data refresh and report subscriptions
- Securely sharing insights with finance and HR departments
Best Practices and Case Studies
- Designing intuitive and insightful financial dashboards
- Modeling cash flow scenarios using what-if parameters
- Case study: Comprehensive payroll overview with drill-down capability to individual employee level
Conclusion and Recommended Next Steps
Requirements
- Fundamental knowledge of financial principles and payroll processes
- Working proficiency with Microsoft Excel
Target Audience
- Finance professionals responsible for payroll and cash flow reporting
- HR analysts and payroll management teams
- Business analysts and finance team members utilizing Power BI
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.
