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Duration 7 hours
Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics.
- Optimizing dataset structures 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, including Excel, CSV files, and databases.
- Establishing logical relationships between cost centers, employees, and transactions.
Cash Flow Reporting
- Designing dashboards to track inflows and outflows effectively.
- Formulating DAX measures for net cash flow and liquidity indicators.
- Visualizing trends and cumulative balances across time periods.
Payroll Analysis and Visualization
- Constructing dashboards focused on payroll performance.
- Analyzing 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 forecasting.
- Evaluating actual performance against planned budgets.
- Utilizing trend lines and KPI variance visuals to support strategic decisions.
Interactive Dashboards and Reporting
- Creating intuitive visuals for executive leadership and HR stakeholders.
- Configuring drill-downs, slicers, and filters to extract deeper insights.
- Securely publishing and sharing interactive dashboards.
Hands-on Project: End-to-End Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a unified Power BI report.
- Developing dynamic visuals and KPI cards.
- Presenting analytical findings using storytelling techniques.
Summary and Next Steps
Requirements
- Foundational knowledge of Power BI data visualization and reporting.
- Hands-on experience managing financial or HR data.
- Proficiency with Excel or comparable spreadsheet applications.
Target Audience
- Finance and payroll analysts.
- Accountants and HR specialists.
- Managers tasked with budget oversight and cash flow reporting.
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.
