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Duration 7 hours
Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics
- Organizing datasets for operational reporting
- Essential financial ratios and indicators for HR and finance
Data Preparation and Transformation
- Ingesting and refining cash flow and payroll data
- Consolidating multiple financial data sources (Excel, CSV, databases)
- Establishing relationships among cost centers, employees, and transactions
Cash Flow Reporting
- Creating dashboards to track inflows and outflows
- Developing 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 departmental and role-based payroll cost assessments
Forecasting and Variance Analysis
- Using predictive measures for cash and payroll forecasts
- Benchmarking actual performance against planned budgets
- Employing trend lines and KPI variance visuals to support decisions
Interactive Dashboards and Reporting
- Designing intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper insights
- Securely publishing and sharing interactive dashboards
Hands-on Project: Comprehensive Financial Operations Dashboard
- Merging cash flow and payroll datasets into a unified Power BI report
- Creating dynamic visuals and KPI cards
- Communicating insights using data storytelling techniques
Summary and Next Steps
Requirements
- A foundational understanding of Power BI’s data visualization and reporting capabilities
- Practical experience handling financial or human resources data
- Proficiency with Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers overseeing budgeting 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
engagement with the attendees
