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Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics
- Structuring 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 multiple financial data sources (Excel, CSV, databases)
- Establishing relationships between cost centers, employees, and transactions
Cash Flow Reporting
- Designing dashboards to track inflows and outflows
- Developing DAX measures for net cash flow and liquidity metrics
- Visualizing trends and cumulative balances over time
Payroll Analysis and Visualization
- Constructing payroll performance dashboards
- Analyzing salary, overtime, and deduction data
- Assessing payroll costs by department and position
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll forecasts
- Comparing actual results against planned budgets
- Utilizing trend lines and KPI variance visuals to aid decision support
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
Practical Project: End-to-End Financial Operations Dashboard
- Merging cash flow and payroll datasets into a unified Power BI report
- Creating dynamic visuals and KPI cards
- Presenting findings using effective storytelling techniques
Summary and Next Steps
Requirements
- Fundamental knowledge of Power BI data visualization and reporting features
- Practical experience with financial or HR datasets
- Proficiency in Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers overseeing budget management and cash flow reporting
7 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.
