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Course Outline
Introduction to Power BI for Finance
- Navigating the Power BI ecosystem.
- Exploring data types and critical features for financial analysis.
- Reviewing the specific requirements of payroll and cash flow reporting.
Data Sources and Modelling
- Importing payroll and cash flow data from Excel or CSV formats.
- Constructing data models through relationships and calculated columns.
- Applying time intelligence to payroll cycles and monthly trend analysis.
Cash Flow Dashboards
- Visualising inflows, outflows, and cash position over time.
- Conducting variance analysis and comparing forecasts.
- Designing KPI cards, line charts, and waterfall charts.
Payroll Reporting in Power BI
- Organising payroll datasets including earnings, benefits, and taxes.
- Generating reports segmented by department, location, or employee category.
- Detecting payroll trends, anomalies, and key cost drivers.
DAX for Financial Calculations
- Applying basic DAX functions for cash flow metrics (e.g., net cash, rolling balances).
- Creating payroll-specific measures such as total compensation and tax ratios.
- Utilising DAX for cumulative analysis 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 stakeholders.
Best Practices and Use Case Walkthroughs
- Designing clear and insightful financial dashboards.
- Modelling cash flow scenarios using what-if parameters.
- Case study: Creating a comprehensive payroll overview with drill-down capabilities to the employee level.
Summary and Next Steps
Requirements
- A foundational grasp of financial principles and payroll structures.
- Proficiency in using Microsoft Excel.
Intended Audience
- Finance experts engaged in payroll and cash flow reporting.
- HR analysts and payroll managers.
- Business analysts and Power BI practitioners within finance teams.
14 Hours
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
engagement with the attendees
