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Course Outline
Introduction to Power BI for Finance
- Navigating the Power BI ecosystem
- Key data types and features relevant to financial analysis
- An overview of payroll and cash flow reporting requirements
Data Sources and Modelling
- Importing payroll and cash flow data from Excel or CSV formats
- Constructing data models that include relationships and calculated columns
- Applying time intelligence features to analyse payroll cycles and monthly trends
Cash Flow Dashboards
- Visualising inflows, outflows, and overall cash position over time
- Conducting variance analysis and comparing forecasts
- Implementing KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Organising payroll datasets covering earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee type
- Spotting payroll trends, anomalies, and key cost drivers
DAX for Financial Calculations
- Foundational DAX for cash flow metrics (e.g., net cash, rolling balances)
- Specific payroll measures: total compensation and tax ratios
- Applying DAX for cumulative totals 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 employee level
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
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
Method of training.
