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Duration 7 hours
Course Outline
Introduction to Analyzing Financial Operations with Power BI
- Introduction to cash flow and payroll analytics
- Organizing datasets for operational reporting
- Essential financial ratios and metrics for HR and finance
Data Preparation and Transformation
- Ingestion and cleaning 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
- Creating dashboards for monitoring inflows and outflows
- Developing DAX measures for net cash flow and liquidity indicators
- Visualizing temporal trends and cumulative balances
Payroll Analysis and Visualization
- Assembling payroll performance dashboards
- Evaluating salary, overtime, and deduction data
- Assessing payroll costs by department and position
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll forecasting
- Contrasting actual results against planned budgets
- Using trend lines and KPI variance visuals to aid decisions
Interactive Dashboards and Reporting
- Designing intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper analysis
- Securely publishing and sharing interactive dashboards
Practical Project: Comprehensive Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a unified Power BI report
- Creating dynamic visuals and KPI cards
- Communicating insights through storytelling techniques
Summary and Recommended Next Steps
Requirements
- Familiarity with Power BI data visualization and reporting capabilities
- Practical experience handling financial or human resources data
- Working knowledge of Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR specialists
- 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
Method of training.
