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Course Outline

Introduction to Financial Operations Analysis in Power BI

  • An overview of cash flow and payroll analytics
  • Structuring datasets for effective operational reporting
  • Essential financial ratios and indicators relevant to HR and finance

Data Preparation and Transformation

  • Loading and cleansing cash flow and payroll data
  • Integrating multiple financial data sources, including Excel, CSV, and databases
  • Establishing relationships among cost centers, employees, and transactions

Cash Flow Reporting

  • Designing dashboards to track inflows and outflows
  • Developing DAX measures for net cash flow and liquidity metrics
  • Visualizing trends and cumulative balances over time

Payroll Analysis and Visualization

  • Constructing payroll performance dashboards
  • Analyzing data related to salaries, overtime, and deductions
  • Conducting payroll cost analysis by department and position

Forecasting and Variance Analysis

  • Implementing predictive measures for cash and payroll projections
  • Comparing actual results against planned budgets
  • Utilizing trend lines and KPI variance visuals to support decision-making

Interactive Dashboards and Reporting

  • Designing intuitive visuals for executives and HR stakeholders
  • Configuring drill-downs, slicers, and filters to uncover deeper insights
  • Safely publishing and sharing interactive dashboards

Hands-on Project: End-to-End Financial Operations Dashboard

  • Merging cash flow and payroll datasets into a unified Power BI report
  • Creating dynamic visuals and KPI cards
  • Presenting findings using effective storytelling techniques

Summary and Next Steps

Requirements

  • A solid understanding of Power BI’s data visualization and reporting capabilities
  • Practical experience handling financial or HR data
  • Proficiency with Excel or comparable spreadsheet applications

Target Audience

  • Finance and payroll analysts
  • Accountants and HR specialists
  • Managers overseeing budgeting and cash flow reporting
 7 Hours

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