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Course Outline

Foundations of Financial Operations Analysis in Power BI

  • Briefing on cash flow and payroll analytics
  • Organizing datasets for operational reporting
  • Essential financial ratios and indicators for HR and finance teams

Data Preparation and Transformation

  • Importing and refining cash flow and payroll data
  • Merging diverse financial data sources (including Excel, CSV, and databases)
  • Establishing connections between cost centers, employee records, and transactions

Cash Flow Reporting

  • Crafting dashboards to monitor inflows and outflows
  • Defining DAX measures for net cash flow and liquidity indicators
  • Displaying temporal trends and cumulative balances

Payroll Analysis and Visualization

  • Assembling payroll performance dashboards
  • Evaluating data on salaries, overtime, and deductions
  • Conducting payroll cost analysis by department and position

Forecasting and Variance Analysis

  • Implementing predictive measures for cash and payroll forecasting
  • Benchmarking actuals against planned budgets
  • Using trend lines and KPI variance visuals to aid decision-making

Interactive Dashboards and Reporting

  • Designing clear visuals for executives and HR stakeholders
  • Configuring drill-downs, slicers, and filters for granular insights
  • Securely publishing and distributing interactive dashboards

Capstone Project: Comprehensive Financial Operations Dashboard

  • Integrating cash flow and payroll datasets into a unified Power BI report
  • Creating dynamic visuals and KPI cards
  • Communicating results through data storytelling techniques

Recap and Future Directions

Requirements

  • Fundamental knowledge of Power BI’s data visualization and reporting capabilities
  • Hands-on experience handling financial or HR datasets
  • Proficiency in 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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