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.
Duration 14 hours
Course Outline
Introduction to Power BI in Finance
- Exploring the Power BI ecosystem
- Data types and essential features for financial analysis
- Key reporting requirements for payroll and cash flow
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV formats
- Constructing data models using relationships and calculated columns
- Managing time intelligence for payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing inflows, outflows, and cash position over time
- Conducting variance analysis and comparing forecasts
- Designing KPI cards, line charts, and waterfall charts
Payroll Reporting with Power BI
- Organizing payroll datasets: earnings, benefits, and taxes
- Creating reports segmented by department, location, or employee category
- Detecting payroll trends, anomalies, and key cost drivers
DAX for Financial Calculations
- Foundational DAX for cash flow metrics (e.g., net cash, rolling balances)
- Payroll-specific measures: total compensation and tax ratios
- Applying DAX for cumulative and monthly data breakdowns
Report Automation and Distribution
- Publishing dashboards to Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securely sharing reports with finance and HR teams
Best Practices and Scenario Walkthroughs
- Designing intuitive and insightful financial dashboards
- Scenario modeling for cash flow using what-if parameters
- Case study: comprehensive payroll overview with employee-level drill-downs
Summary and Recommended Next Steps
Requirements
- A foundational grasp of financial and payroll principles
- Proficiency with Microsoft Excel
Target Audience
- Finance specialists involved in payroll and cash flow reporting
- HR analysts and payroll administrators
- Business analysts and existing Power BI users within finance departments
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
