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Course Outline
Introduction to Power BI for Finance
- Overview of the Power BI ecosystem
- Data types and essential features for financial analysis
- Overview of payroll and cash flow reporting requirements
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV files
- Building data models with relationships and calculated columns
- Applying time intelligence for payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing inflows, outflows, and cash position over time
- Conducting variance analysis and forecast comparisons
- Creating KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Structuring payroll datasets: earnings, benefits, taxes
- Building reports by department, location, or employee type
- Identifying payroll trends, anomalies, and cost drivers
DAX for Financial Calculations
- Basic DAX for cash flow calculations (e.g., net cash, rolling balances)
- Payroll-specific measures: total compensation, tax ratios
- Using DAX for cumulative and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to Power BI Service
- Configuring data refresh and report subscriptions
- Securely sharing reports with finance and HR teams
Best Practices and Use Case Walkthroughs
- Designing clear, insightful financial dashboards
- Cash flow scenario modeling using what-if parameters
- Use case: comprehensive payroll overview with drill-down to employee level
Summary and Next Steps
Requirements
- Foundational knowledge of financial and payroll concepts
- 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
14 Hours
Testimonials (2)
Method of training.
Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced
- Building dashboards - Learning the counts and SUMs and SWITCH -
