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Duration 14 hours
Course Outline
Getting Started with Power BI for Finance
- Exploring the Power BI ecosystem
- Key data types and features relevant to financial analysis
- An overview of reporting requirements for payroll and cash flow
Data Sources and Modelling Strategies
- Ingesting payroll and cash flow data from Excel or CSV files
- Constructing data models that incorporate relationships and calculated columns
- Applying time intelligence to track payroll cycles and monthly trends
Designing Cash Flow Dashboards
- Visualising inflows, outflows, and cash position over a period
- Conducting variance analysis and comparing forecasts
- Implementing KPI cards, line charts, and waterfall charts
Payroll Reporting via Power BI
- Organising payroll datasets: earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee category
- Spotting payroll trends, irregularities, and key cost factors
Applying DAX for Financial Computations
- Foundational DAX for cash flow metrics (e.g., net cash, rolling balances)
- Payroll-focused measures: total compensation and tax ratios
- Leveraging DAX for cumulative and monthly detailed breakdowns
Automating Reports and Secure Sharing
- Distributing dashboards through Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securely sharing reports with finance and HR colleagues
Best Practices and Real-World Examples
- Crafting clear and insightful financial dashboards
- Modelling cash flow scenarios using what-if parameters
- Case study: comprehensive payroll overview with drill-down to individual employees
Recap and Future Pathways
Requirements
- A foundational grasp of financial and payroll principles
- Working proficiency with Microsoft Excel
Target Audience
- Finance experts engaged in payroll and cash flow reporting
- HR analysts and payroll administrators
- Business analysts and Power BI practitioners within finance departments
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
