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Course Outline
Introduction to Power BI in Finance
- Exploring the Power BI ecosystem
- Data types and critical features for financial analysis
- Overview of reporting requirements for payroll and cash flow
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV files
- Constructing data models using relationships and calculated columns
- Implementing time intelligence for payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing inflows, outflows, and overall cash position over time
- Conducting variance analysis and comparing forecasts
- Designing KPI cards, line charts, and waterfall charts
Payroll Reporting with Power BI
- Organizing payroll datasets: earnings, benefits, and taxes
- Generating reports by department, location, or employee category
- Uncovering payroll trends, anomalies, and key cost drivers
DAX for Financial Calculations
- Applying basic DAX for cash flow metrics (e.g., net cash, rolling balances)
- Defining payroll-specific measures: total compensation and tax ratios
- Utilizing DAX for cumulative calculations and monthly breakdowns
Report Automation and Distribution
- Publishing dashboards to the Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securing and sharing reports with finance and HR teams
Best Practices and Case Studies
- Designing clear and insightful financial dashboards
- Modeling cash flow scenarios using what-if parameters
- Case study: comprehensive payroll overview with drill-down capability to the employee level
Summary and Next Steps
Requirements
- A foundational grasp of financial principles and payroll management
- Proficiency with Microsoft Excel
Intended Audience
- Finance specialists involved in payroll and cash flow reporting
- HR analysts and payroll administrators
- Business analysts and Power BI users within finance departments
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.
