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 Duration 14 hours

Course Outline

Introduction to Power BI for Finance

  • Navigating the Power BI ecosystem
  • Essential data types and features for financial analysis
  • Key reporting requirements for payroll and cash flow

Data Sources and Modelling

  • Importing payroll and cash flow data from Excel or CSV formats
  • Constructing data models with relationships and calculated columns
  • Applying time intelligence to payroll cycles and monthly trends

Cash Flow Dashboards

  • Visualising inflows, outflows, and cash positions 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
  • Generating reports segmented by department, location, or employee type
  • Identifying payroll trends, anomalies, and key cost drivers

DAX for Financial Calculations

  • Basic DAX for cash flow metrics (e.g., net cash, rolling balances)
  • Payroll-specific measures such as total compensation and tax ratios
  • Utilising 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
  • Cash flow scenario modelling using what-if parameters
  • Case study: comprehensive payroll overview with employee-level drill-downs

Summary and Next Steps

Requirements

  • A foundational understanding of financial and payroll principles
  • Proficiency with Microsoft Excel

Target Audience

  • Finance professionals responsible for payroll and cash flow reporting
  • HR analysts and payroll managers
  • Business analysts and Power BI users within finance teams

Number of participants


Price per participant

Open Training Courses require 5+ participants.

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.

Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced

Provisional Upcoming Courses (Require 5+ participants)

Power BI for Cash Flow and Payroll Analysis

2026-11-19 09:30
14 hours
London Circuit
6100 AUD (Online)
12700 AUD (Classroom)

Power BI for Cash Flow and Payroll Analysis

2026-12-03 09:30
14 hours
200 Mary Street, Brisbane
6100 AUD (Online)
12700 AUD (Classroom)

Power BI for Cash Flow and Payroll Analysis

2026-12-17 09:30
14 hours
Adelaide City Central
6100 AUD (Online)
12700 AUD (Classroom)

Power BI for Cash Flow and Payroll Analysis

2026-12-31 09:30
14 hours
Melbourne 385 Bourke Street
6100 AUD (Online)
12700 AUD (Classroom)

Power BI for Cash Flow and Payroll Analysis

2027-01-14 09:30
14 hours
Cliftons Perth
6100 AUD (Online)
13300 AUD (Classroom)

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