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Duration 14 hours
Course Outline
Introduction to Power BI for Finance
- Exploring the Power BI ecosystem and its components.
- Identifying relevant data types and key features for financial analysis.
- Reviewing the specific reporting needs related to payroll and cash flow.
Data Sources and Modeling
- Integrating payroll and cash flow data from Excel or CSV files.
- Constructing data models by defining relationships and calculated columns.
- Applying time intelligence functions to analyze payroll cycles and monthly trends.
Cash Flow Dashboards
- Visualizing inflows, outflows, and overall cash position over time.
- Conducting variance analysis and comparing forecasted vs. actual results.
- Implementing KPI cards, line charts, and waterfall charts for clarity.
Payroll Reporting in Power BI
- Organizing payroll datasets to include earnings, benefits, and tax components.
- Generating reports segmented by department, location, or employee category.
- Detecting payroll trends, anomalies, and key cost drivers.
DAX for Financial Calculations
- Applying basic DAX for cash flow computations, such as net cash and rolling balances.
- Creating payroll-specific measures, including total compensation and tax ratios.
- Utilizing DAX for cumulative totals and detailed monthly breakdowns.
Report Automation and Sharing
- Publishing dashboards to the Power BI Service.
- Configuring automatic data refresh and setting up report subscriptions.
- Securely sharing reports with finance and HR stakeholders.
Best Practices and Use Case Walkthroughs
- Designing clear, insightful financial dashboards.
- Modeling cash flow scenarios using what-if parameters.
- Case study: Creating a comprehensive payroll overview with employee-level drill-down capabilities.
Summary and Next Steps
Requirements
- A foundational grasp of financial and payroll principles.
- Proficiency with Microsoft Excel.
Target Audience
- Finance professionals engaged in payroll and cash flow reporting.
- HR analysts and payroll managers.
- Business analysts and Power BI users within finance teams.
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.
