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Duration 7 hours
Course Outline
Introduction to Financial Operations Analysis in Power BI
- Fundamentals of cash flow and payroll analytics
- Organizing datasets for operational reporting
- Essential financial ratios and indicators for HR and finance
Data Preparation and Transformation
- Ingesting and refining cash flow and payroll data
- Consolidating multiple financial data sources (Excel, CSV, databases)
- Establishing relationships among cost centers, employees, and transactions
Cash Flow Reporting
- Developing dashboards for tracking inflows and outflows
- Formulating DAX measures for net cash flow and liquidity metrics
- Illustrating trends and cumulative balances over time
Payroll Analysis and Visualization
- Assembling payroll performance dashboards
- Evaluating data related to salaries, overtime, and deductions
- Conducting payroll cost analysis by department and position
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll forecasting
- Reconciling actual results against planned budgets
- Using trend lines and KPI variance visuals to support decision-making
Interactive Dashboards and Reporting
- Creating intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper insights
- Securely publishing and sharing interactive dashboards
Hands-on Project: End-to-End Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a unified Power BI report
- Constructing dynamic visuals and KPI cards
- Presenting insights through effective storytelling techniques
Summary and Next Steps
Requirements
- Proficiency in Power BI data visualization and reporting principles
- Professional experience handling financial or HR datasets
- Working knowledge of Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers overseeing budgeting and cash flow reporting
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
