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Duration 14 hours
Course Outline
Introduction to Power BI for Finance
- Navigating the Power BI ecosystem
- Exploring data types and key features relevant to financial analysis
- Understanding the requirements for payroll and cash flow reporting
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV formats
- Constructing data models incorporating relationships and calculated columns
- Managing time intelligence for payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing inflows, outflows, and cash position over specific periods
- Conducting variance analysis and comparing forecasts
- Creating KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Organizing payroll datasets to include earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee type
- Detecting payroll trends, anomalies, and cost drivers
DAX for Financial Calculations
- Applying basic DAX for cash flow computations, such as net cash and rolling balances
- Defining payroll-specific measures like total compensation and tax ratios
- Leveraging DAX for cumulative totals and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to the Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securely sharing reports with finance and HR teams
Best Practices and Use Case Walkthroughs
- Designing financial dashboards that are clear and insightful
- Performing cash flow scenario modeling with what-if parameters
- Case study: comprehensive payroll overview with drill-down capabilities to the employee level
Summary and Next Steps
Requirements
- Fundamental knowledge of financial and payroll principles
- Working proficiency with Microsoft Excel
Target Audience
- Finance specialists engaged in payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI practitioners within finance teams
Testimonials (2)
The most valuable takeaway was learning how to apply the concepts in real-world scenarios and understanding the tools and processes.
Marcel Tansae - DB Technology
Course - Microsoft Power Automate
How to use relationships in Power BIand the differences between columns and measurements
