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Duration 7 hours
Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics
- Organising datasets for operational reporting
- Essential financial ratios and indicators for HR and finance
Data Preparation and Transformation
- Importing and refining cash flow and payroll data
- Consolidating various financial data sources (Excel, CSV, databases)
- Establishing connections between cost centers, employees, and transactions
Cash Flow Reporting
- Designing dashboards for monitoring inflows and outflows
- Developing DAX measures for net cash flow and liquidity indicators
- Displaying trends and cumulative balances over time
Payroll Analysis and Visualization
- Creating payroll performance dashboards
- Examining salary, overtime, and deduction records
- Cost analysis by department and job position
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll forecasts
- Evaluating actuals against planned budgets
- Utilising trend lines and KPI variance visuals for decision support
Interactive Dashboards and Reporting
- Designing intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper analysis
- Publishing and distributing secure interactive dashboards
Practical Project: End-to-End Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a single Power BI report
- Constructing dynamic visuals and KPI cards
- Communicating findings using data storytelling techniques
Summary and Next Steps
Requirements
- A foundational grasp of Power BI data visualisation and reporting
- Practical experience with financial or HR datasets
- Competency with Excel or comparable spreadsheet applications
Intended Audience
- Finance and payroll specialists
- Accountants and HR practitioners
- Managers overseeing budget 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
Method of training.
