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Course Outline
Introduction to Power BI for Finance
- Overview of the Power BI ecosystem
- Key data types and features relevant to financial analysis
- Understanding the reporting requirements for payroll and cash flow
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV files
- Creating data models by establishing relationships and calculated columns
- Applying time intelligence to manage payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing cash position, inflows, and outflows over time
- Conducting variance analysis and comparing forecasts
- Designing KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Structuring payroll datasets: earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee type
- Detecting payroll trends, anomalies, and cost drivers
DAX for Financial Calculations
- Fundamental DAX functions for cash flow calculations (e.g., net cash, rolling balances)
- Payroll-specific measures: total compensation and tax ratios
- Utilizing DAX for cumulative totals and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to the Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securely sharing reports with finance and HR teams
Best Practices and Use Case Walkthroughs
- Designing clear and insightful financial dashboards
- Modeling cash flow scenarios using what-if parameters
- Use case: comprehensive payroll overview with drill-down capabilities to the employee level
Summary and Next Steps
Requirements
- Foundational knowledge of financial and payroll principles
- Proficiency with Microsoft Excel
Target Audience
- Finance professionals involved in payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI users within finance departments
14 Hours
Testimonials (2)
Method of training.
Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced
- Building dashboards - Learning the counts and SUMs and SWITCH -
