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Duration 7 hours
Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview 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 cleansing cash flow and payroll data
- Consolidating multiple financial data sources (Excel, CSV, databases)
- Establishing relationships between cost centers, employees, and transactions
Cash Flow Reporting
- Designing dashboards for tracking inflows and outflows
- Creating DAX measures for net cash flow and liquidity indicators
- Visualizing trends and cumulative balances over time
Payroll Analysis and Visualization
- Constructing payroll performance dashboards
- Analyzing salary, overtime, and deduction data
- Cost analysis based on departments and positions
Forecasting and Variance Analysis
- Applying predictive measures for cash and payroll projections
- Comparing actual results against planned budgets
- Utilizing trend lines and KPI variance visuals for decision support
Interactive Dashboards and Reporting
- Designing intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper insights
- Securing the publication and sharing of interactive dashboards
Hands-on Project: End-to-End Financial Operations Dashboard
- Merging cash flow and payroll datasets into a single Power BI report
- Building dynamic visuals and KPI cards
- Presenting findings using storytelling techniques
Summary and Next Steps
Requirements
- Proficiency in Power BI data visualization and reporting
- Hands-on experience with financial or HR data
- Knowledge of Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers overseeing budget and cash flow reporting
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
