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Duration 7 hours
Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics
- Organizing datasets for effective operational reporting
- Essential financial ratios and indicators for HR and finance teams
Data Preparation and Transformation
- Ingestion and cleansing of cash flow and payroll data
- Merging multiple financial data sources (Excel, CSV, databases)
- Establishing relationships between cost centers, employees, and transactions
Cash Flow Reporting
- Designing dashboards for tracking inflows and outflows
- Developing DAX measures for net cash flow and liquidity metrics
- Visualizing trends and cumulative balances over time
Payroll Analysis and Visualization
- Creating payroll performance dashboards
- Analyzing data related to salaries, overtime, and deductions
- Conducting departmental and role-based payroll cost analysis
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll projections
- Comparing actual results against planned budgets
- Using trend lines and KPI variance visuals to support decision-making
Interactive Dashboards and Reporting
- Designing user-friendly visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper insights
- Securely publishing and sharing interactive dashboards
Hands-on Project: End-to-End Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a unified Power BI report
- Building dynamic visuals and KPI cards
- Presenting findings using data storytelling techniques
Summary and Next Steps
Requirements
- A solid grasp of Power BI data visualization and reporting capabilities
- Practical experience handling financial or HR data sets
- Proficiency with Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and human resources professionals
- Managers overseeing budgeting 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
engagement with the attendees
