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Course Outline
Introduction to Power BI for Finance
- Exploring the Power BI ecosystem
- Data types and essential features for financial analysis
- An overview of payroll and cash flow reporting requirements
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV files
- Constructing data models with relationships and calculated columns
- Applying time intelligence to payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing inflows, outflows, and cash position over time
- Conducting variance analysis and comparing forecasts
- Creating KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Structuring payroll datasets covering earnings, benefits, and taxes
- Building reports segmented by department, location, or employee type
- Identifying payroll trends, anomalies, and key cost drivers
DAX for Financial Calculations
- Using basic DAX for cash flow calculations (e.g., net cash, rolling balances)
- Defining payroll-specific measures: total compensation and tax ratios
- Applying DAX for cumulative and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securely sharing reports with finance and HR teams
Best Practices and Use Case Walkthroughs
- Designing clear and insightful financial dashboards
- Performing cash flow scenario modeling using what-if parameters
- Use case: Creating a full payroll overview with drill-down capabilities to the employee level
Summary and Next Steps
Requirements
- A foundational understanding of financial and payroll concepts
- Proficiency with Microsoft Excel
Audience
- Finance professionals engaged in payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI users 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
