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Course Outline

Foundations of Financial Operations Analysis in Power BI

  • Introduction to cash flow and payroll analytics
  • Organizing datasets for operational reporting
  • Essential financial ratios and metrics for HR and finance

Data Preparation and Transformation

  • Ingesting and refining cash flow and payroll data
  • Aggregating multiple financial data sources (Excel, CSV, databases)
  • Establishing connections between cost centers, employees, and transactions

Cash Flow Reporting

  • Constructing dashboards for inflow and outflow surveillance
  • Developing DAX measures for net cash flow and liquidity assessment
  • Displaying temporal trends and cumulative balances

Payroll Analysis and Visualization

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

Forecasting and Variance Analysis

  • Implementing predictive measures for cash and payroll forecasting
  • Evaluating actual results against planned budgets
  • Utilizing trend lines and KPI variance visuals to aid decision-making

Interactive Dashboards and Reporting

  • Crafting intuitive visuals for executive and HR audiences
  • Configuring drill-downs, slicers, and filters for deeper exploration
  • Securely publishing and sharing interactive dashboards

Capstone Project: Comprehensive Financial Operations Dashboard

  • Integrating cash flow and payroll datasets into a unified Power BI report
  • Constructing dynamic visuals and KPI cards
  • Communicating insights using data storytelling techniques

Recap and Future Directions

Requirements

  • A solid grasp of Power BI’s data visualization and reporting features
  • Practical experience handling financial or HR datasets
  • Proficiency in Excel or comparable spreadsheet applications

Target Audience

  • Finance and payroll analysts
  • Accountants and human resources professionals
  • Managers overseeing budgeting and cash flow reporting
 7 Hours

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Provisional Upcoming Courses (Require 5+ participants)

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