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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
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.