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Course Outline
Introduction to Power BI for Finance
- Exploring the Power BI ecosystem
- Data types and core features relevant to financial analysis
- Reviewing the reporting requirements for payroll and cash flow
Data Sources and Modeling
- Ingesting payroll and cash flow data from Excel or CSV files
- Constructing data models with defined relationships and calculated columns
- Applying time intelligence to payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing inflows, outflows, and cash position trends over time
- Conducting variance analysis and comparing forecasts
- Generating KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Organizing payroll datasets: earnings, benefits, and taxes
- Creating reports segmented by department, location, or employee category
- Detecting payroll trends, irregularities, and cost drivers
DAX for Financial Calculations
- Applying basic DAX for cash flow computations (e.g., net cash, rolling balances)
- Defining payroll-specific measures such as total compensation and tax ratios
- Utilizing DAX for cumulative and monthly data breakdowns
Report Automation and Sharing
- Deploying dashboards to Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securing and sharing reports with finance and HR teams
Best Practices and Use Case Walkthroughs
- Designing clear and insight-driven financial dashboards
- Modeling cash flow scenarios using what-if parameters
- Case study: comprehensive payroll overview with drill-down capability to employee level
Summary and Next Steps
Requirements
- A foundational understanding of financial and payroll principles
- Proficiency in Microsoft Excel
Target Audience
- Finance professionals engaged in 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.
