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Duration 14 hours
Course Outline
Introduction to Power BI in Financial Contexts
- Exploring the Power BI ecosystem
- Data types and essential features for financial analysis
- Reviewing the requirements for payroll and cash flow reporting
Data Sources and Modeling Strategies
- Importing payroll and cash flow data from Excel or CSV files
- Constructing data models through relationships and calculated columns
- Applying time intelligence to analyze payroll cycles and monthly trends
Developing Cash Flow Dashboards
- Visualizing inflows, outflows, and cash positions over time
- Conducting variance analysis and comparing forecasts
- Designing KPI cards, line charts, and waterfall charts
Payroll Reporting with Power BI
- Organizing payroll datasets to include earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee type
- Detecting payroll trends, anomalies, and key cost drivers
Applying DAX for Financial Calculations
- Using basic DAX for cash flow calculations, such as net cash and rolling balances
- Defining payroll-specific measures like total compensation and tax ratios
- Leveraging DAX for cumulative totals and monthly breakdowns
Automating and Sharing Reports
- Publishing dashboards to the Power BI Service
- Configuring automatic data refreshes and report subscriptions
- Securely sharing reports with finance and HR stakeholders
Best Practices and Case Studies
- Designing clear and insightful financial dashboards
- Performing cash flow scenario modeling with what-if parameters
- Case study: Creating a comprehensive payroll overview with employee-level drill-downs
Conclusion and Future Steps
Requirements
- A foundational grasp of financial and payroll principles
- Proficiency with Microsoft Excel
Target Audience
- Finance professionals involved in payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI users within finance departments
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
