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Course Outline

Introduction to Power BI in Finance

  • Exploring the Power BI ecosystem
  • Key features and data types for financial analysis
  • Overview of reporting requirements for payroll and cash flow

Data Sources and Modeling

  • Importing payroll and cash flow data from Excel or CSV formats
  • Creating data models with calculated columns and relationships
  • Managing time intelligence for monthly trends and payroll cycles

Cash Flow Dashboards

  • Visualizing cash position, inflows, and outflows over time
  • Conducting variance analysis and comparing forecasts
  • Designing KPI cards, waterfall charts, and line graphs

Payroll Reporting in Power BI

  • Organizing payroll datasets: taxes, benefits, and earnings
  • Generating reports segmented by location, department, or employee type
  • Detecting cost drivers, anomalies, and payroll trends

DAX for Financial Calculations

  • Fundamental DAX functions for cash flow calculations (e.g., rolling balances, net cash)
  • Payroll-specific metrics: tax ratios and total compensation
  • Utilizing DAX for monthly breakdowns and cumulative totals

Report Automation and Sharing

  • Publishing dashboards to the Power BI Service
  • Configuring report subscriptions and data refresh schedules
  • Securely sharing reports with HR and finance teams

Best Practices and Use Case Walkthroughs

  • Designing insightful and clear financial dashboards
  • Modeling cash flow scenarios using what-if parameters
  • Use case: Comprehensive payroll overview with drill-down capabilities to the employee level

Summary and Next Steps

Requirements

  • Foundational knowledge of financial and payroll principles
  • Proficiency with Microsoft Excel

Target Audience

  • Finance professionals involved in payroll and cash flow reporting
  • HR analysts and payroll managers
  • Business analysts and Power BI users within finance departments
 14 Hours

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