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Duration 7 hours
Course Outline
Foundations of Financial Operations Analysis in Power BI
- Introduction to cash flow and payroll analytics
- Organizing datasets for operational reporting
- Essential financial ratios and metrics for HR and finance
Data Preparation and Transformation
- Ingesting and refining cash flow and payroll data
- Consolidating various financial data sources (Excel, CSV, databases)
- Establishing links between cost centers, employees, and transactions
Cash Flow Reporting
- Developing dashboards to monitor inflows and outflows
- Creating DAX measures for net cash flow and liquidity indicators
- Displaying trends and cumulative balances over time
Payroll Analysis and Visualization
- Constructing payroll performance dashboards
- Evaluating data on salaries, overtime, and deductions
- Conducting payroll cost analysis by department and role
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll forecasts
- Benchmarking actual results against planned budgets
- Using trend lines and KPI variance visuals to support decisions
Interactive Dashboards and Reporting
- Crafting intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper analysis
- Securely publishing and sharing interactive dashboards
Practical Project: End-to-End Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a unified Power BI report
- Developing dynamic visuals and KPI cards
- Communicating insights through effective storytelling techniques
Conclusion and Future Steps
Requirements
- Proficiency in Power BI data visualization and reporting
- Hands-on experience with financial or HR datasets
- Comfort with Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers overseeing budget and cash flow reporting
Testimonials (2)
How to use relationships in Power BIand the differences between columns and measurements
LEUNG Chun Hei - HAESL
Course - Advanced Power BI: Data Modeling, DAX, and Enhanced Analytics
Method of training.
