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Course Outline
Introduction to Power BI in Financial Contexts
- Exploring the Power BI ecosystem
- Key data types and features applicable to financial analysis
- Overview of reporting requirements for payroll and cash flow
Data Sourcing and Modeling
- Importing payroll and cash flow data from Excel or CSV formats
- Constructing data models with defined relationships and calculated columns
- Applying time intelligence functions for payroll cycles and monthly trends
Cash Flow Dashboard Design
- Visualizing inflows, outflows, and cash positions over time
- Conducting variance analysis and comparing forecasts
- Implementing KPI cards, line charts, and waterfall charts
Payroll Reporting Capabilities in Power BI
- Organizing payroll datasets: earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee category
- Detecting payroll trends, anomalies, and primary cost drivers
DAX for Financial Computations
- Foundational DAX for cash flow metrics (e.g., net cash, rolling balances)
- Payroll-specific measures such as total compensation and tax ratios
- Utilizing DAX for cumulative totals and monthly breakdowns
Automating and Distributing Reports
- Publishing dashboards to the Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securely sharing reports with finance and HR stakeholders
Best Practices and Case Studies
- Designing intuitive and insightful financial dashboards
- Performing cash flow scenario modeling with what-if parameters
- Case study: comprehensive payroll overview with drill-down capabilities to employee level
Summary and Future Recommendations
Requirements
- Fundamental knowledge of financial and payroll principles
- Proficiency in Microsoft Excel
Target Audience
- Finance professionals engaged in payroll and cash flow reporting
- HR analysts and payroll management specialists
- Business analysts and Power BI users 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
The basic structure of Power BI, its main functions, as well as some advanced functions
