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Duration 14 hours
Course Outline
Foundations of Power BI in Finance
- Navigating the Power BI ecosystem and its components.
- Understanding data types and key features essential for financial analysis.
- An overview of the reporting requirements for payroll and cash flow management.
Data Ingestion and Modeling
- Importing payroll and cash flow data from Excel or CSV sources.
- Designing robust data models with defined relationships and calculated columns.
- Implementing time intelligence to analyze payroll cycles and monthly trends.
Developing Cash Flow Dashboards
- Visualizing the trajectory of inflows, outflows, and overall cash position.
- Conducting variance analysis and comparing forecasted versus actual performance.
- Creating impactful KPI cards, line charts, and waterfall charts.
Advanced Payroll Reporting with Power BI
- Structuring payroll datasets to include earnings, benefits, and tax components.
- Generating segmented reports by department, location, or employee category.
- Identifying underlying payroll trends, anomalies, and key cost drivers.
DAX for Financial Calculations
- Applying fundamental DAX functions for cash flow computations, such as net cash and rolling balances.
- Developing payroll-specific measures, including total compensation and tax ratios.
- Leveraging DAX for cumulative totals and monthly data breakdowns.
Automation and Distribution
- Publishing polished dashboards to the Power BI Service.
- Configuring automated data refresh schedules and report subscriptions.
- Implementing secure sharing protocols for finance and HR teams.
Best Practices and Scenario Walkthroughs
- Designing clear, insightful financial dashboards that drive action.
- Performing cash flow scenario modeling using what-if parameters.
- Case study: Creating a full payroll overview with drill-down capabilities to the employee level.
Conclusion and Future Pathways
Requirements
- A foundational understanding of core financial and payroll principles.
- Working proficiency with Microsoft Excel.
Target Audience
- Finance professionals responsible for payroll and cash flow reporting.
- HR analysts and managers overseeing payroll operations.
- Business analysts and existing Power BI users embedded in 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.
