Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Introduction to Power BI in Finance
- Exploring the Power BI ecosystem and its components.
- Examining data types and key functionalities relevant to financial analysis.
- Reviewing the specific reporting requirements for payroll and cash flow.
Data Sources and Modeling
- Integrating payroll and cash flow data from Excel or CSV sources.
- Constructing data models through relationships and calculated columns.
- Applying time intelligence features to analyze payroll cycles and monthly trends.
Cash Flow Dashboards
- Visualizing cash inflows, outflows, and overall cash position over time.
- Conducting variance analysis and comparing forecasts against actuals.
- Designing KPI cards, line charts, and waterfall charts for clear insights.
Payroll Reporting in Power BI
- Organizing payroll datasets to include 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
- Implementing basic DAX logic for cash flow metrics, such as net cash and rolling balances.
- Creating payroll-specific measures, including total compensation and tax ratios.
- Utilizing DAX for cumulative calculations and monthly breakdowns.
Report Automation and Sharing
- Publishing dashboards to the Power BI Service environment.
- Configuring data refresh schedules and report subscriptions.
- Securely sharing reports with finance and HR stakeholders.
Best Practices and Use Case Walkthroughs
- Designing dashboards that are both clear and insight-driven.
- Modeling cash flow scenarios using what-if parameters.
- Case study: Creating a comprehensive payroll overview with employee-level drill-downs.
Summary and Next Steps
Requirements
- A foundational grasp of financial and payroll principles.
- Proficiency in Microsoft Excel.
Target Audience
- Finance professionals involved in payroll and cash flow reporting.
- HR analysts and payroll managers seeking to enhance their analytical tools.
- Business analysts and Power BI users within finance departments.
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
engagement with the attendees