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Course Outline
Introduction to Power BI for Financial Applications
- Exploring the Power BI ecosystem.
- Key data types and features relevant to financial analysis.
- Reviewing specific reporting requirements for payroll and cash flow.
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV formats.
- Constructing data models that incorporate relationships and calculated columns.
- Applying time intelligence functions to payroll cycles and monthly trends.
Cash Flow Dashboards
- Visualizing inflows, outflows, and overall cash position over time.
- Conducting variance analysis and comparing forecasts against actuals.
- Implementing KPI cards, line charts, and waterfall charts for clarity.
Payroll Reporting in Power BI
- Organizing payroll datasets covering earnings, benefits, and taxes.
- Generating reports segmented by department, location, or employee category.
- Detecting payroll trends, anomalies, and key cost drivers.
DAX for Financial Calculations
- Applying basic DAX logic for cash flow metrics, such as net cash and rolling balances.
- Defining payroll-specific measures like total compensation and tax ratios.
- Leveraging DAX for cumulative calculations and monthly breakdowns.
Report Automation and Sharing
- Publishing dashboards to the Power BI Service.
- Configuring automatic data refresh and report subscriptions.
- Securely distributing reports to finance and HR stakeholders.
Best Practices and Case Studies
- Designing intuitive and insightful financial dashboards.
- Performing cash flow scenario modeling with what-if parameters.
- Case study: Creating a comprehensive payroll overview with drill-down capabilities to the individual employee level.
Conclusion and Recommendations for Next Steps
Requirements
- Foundational knowledge of financial principles and payroll structures.
- Proficiency with Microsoft Excel.
Target Audience
- Finance professionals responsible for payroll and cash flow reporting.
- HR analysts and payroll managers.
- Business analysts and Power BI practitioners within finance teams.
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.
