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Course Outline
Foundations of Power BI in Finance
- Exploring the Power BI ecosystem
- Identifying data types and key features relevant to financial analysis
- Reviewing the specific reporting needs for payroll and cash flow
Data Sourcing and Modeling
- Importing payroll and cash flow data from Excel or CSV formats
- Constructing data models using relationships and calculated columns
- Applying time intelligence to track payroll cycles and monthly trends
Building Cash Flow Dashboards
- Visualizing inflows, outflows, and cash position across time periods
- Conducting variance analysis and comparing forecasts
- Implementing KPI cards, line charts, and waterfall charts
Payroll Reporting with Power BI
- Organizing payroll datasets covering earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee type
- Detecting payroll trends, anomalies, and key cost drivers
DAX for Financial Calculations
- Applying basic DAX for cash flow metrics such as net cash and rolling balances
- Developing payroll-specific measures including total compensation and tax ratios
- Utilizing DAX for cumulative and monthly data breakdowns
Automating and Sharing Reports
- Publishing dashboards to Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securing report access for finance and HR teams
Best Practices and Case Studies
- Designing clear and insightful financial dashboards
- Modeling cash flow scenarios using what-if parameters
- Case study: creating a comprehensive payroll overview with drill-down capabilities to the employee level
Conclusion and Future Directions
Requirements
- Fundamental knowledge of financial and payroll principles
- Proficiency with Microsoft Excel
Target Audience
- Finance professionals managing payroll and cash flow reporting
- HR analysts and payroll managers
- 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
