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Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics principles
- Structuring datasets for effective operational reporting
- Key financial ratios and indicators relevant to HR and finance
Data Preparation and Transformation
- Ingesting and cleansing 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 for tracking inflows and outflows
- Creating DAX measures for net cash flow and liquidity metrics
- Visualizing temporal trends and cumulative balances
Payroll Analysis and Visualization
- Constructing payroll performance dashboards
- Analyzing data related to salaries, overtime, and deductions
- Conducting payroll cost analysis by department and position
Forecasting and Variance Analysis
- Applying predictive measures for cash and payroll projections
- Comparing actual results against planned budgets
- Utilizing trend lines and KPI variance visuals for decision support
Interactive Dashboards and Reporting
- Designing intuitive visuals for executive and HR stakeholders
- Configuring drill-downs, slicers, and filters to enhance insight depth
- Safely 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 through effective storytelling techniques
Summary and Next Steps
Requirements
- Fundamental understanding of Power BI data visualization and reporting capabilities
- Practical experience handling financial or HR datasets
- Proficiency in Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers overseeing budget 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.
