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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

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