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Course Outline
Introduction to Power BI for Finance
- Exploring the Power BI ecosystem
- Key data types and features relevant to financial analysis
- Overview of requirements for payroll and cash flow reporting
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV files
- Constructing data models through relationships and calculated columns
- Applying time intelligence to manage payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing cash position, inflows, and outflows over time
- Conducting variance analysis and comparing forecasts
- Designing KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Structuring payroll datasets including earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee type
- Identifying payroll trends, anomalies, and primary cost drivers
DAX for Financial Calculations
- Utilizing fundamental DAX for cash flow computations (e.g., net cash, rolling balances)
- Creating payroll-specific measures such as total compensation and tax ratios
- Employing DAX for cumulative figures 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
- Crafting clear and insightful financial dashboards
- Performing cash flow scenario modeling using what-if parameters
- Case study: Comprehensive payroll overview with drill-down capabilities to employee level
Summary and Next Steps
Requirements
- Foundational knowledge of financial and payroll concepts
- Proficiency in 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 teams
14 Hours
Testimonials (2)
Method of training.
Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced
- Building dashboards - Learning the counts and SUMs and SWITCH -