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Duration 7 hours
Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics
- Organizing datasets for operational reporting
- Essential financial ratios and KPIs for HR and finance
Data Preparation and Transformation
- Importing and refining cash flow and payroll data
- Aggregating diverse financial sources (Excel, CSV, databases)
- Establishing connections between cost centers, employees, and transactions
Cash Flow Reporting
- Creating dashboards to monitor inflows and outflows
- Developing DAX measures for net cash flow and liquidity indicators
- Visualizing temporal trends and cumulative balances
Payroll Analysis and Visualization
- Constructing payroll performance dashboards
- Evaluating data related to salaries, overtime, and deductions
- Conducting payroll cost analysis by department and role
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll forecasts
- Benchmarking actual results against planned budgets
- Using trend lines and KPI variance visuals to aid decision support
Interactive Dashboards and Reporting
- Designing intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper analysis
- Safely publishing and sharing interactive dashboards
Hands-on Project: End-to-End Financial Operations Dashboard
- Consolidating cash flow and payroll data into a unified Power BI report
- Developing dynamic visuals and KPI cards
- Communicating insights using storytelling techniques
Summary and Next Steps
Requirements
- Foundational knowledge of Power BI visualization and reporting capabilities
- Hands-on experience handling financial or HR datasets
- Proficiency in Excel or comparable spreadsheet applications
Intended Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers overseeing budget and cash flow reporting
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.
