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Course Outline
Introduction to Power BI in a Financial Context
- Exploring the Power BI ecosystem and its components.
- Identifying data types and core features relevant to financial analysis.
- Understanding the specific reporting requirements for payroll and cash flow.
Data Source Integration and Modeling
- Importing payroll and cash flow data from Excel or CSV formats.
- Constructing data models utilizing relationships and calculated columns.
- Applying time intelligence features to analyze payroll cycles and monthly trends.
Developing Cash Flow Dashboards
- Visualizing temporal trends in inflows, outflows, and overall cash position.
- Conducting variance analysis and comparing forecasted versus actual figures.
- Implementing KPI cards, line charts, and waterfall charts for clarity.
Advanced Payroll Reporting with Power BI
- Organizing payroll datasets to encompass earnings, benefits, and tax deductions.
- Generating reports segmented by department, location, or employee classification.
- Detecting payroll trends, identifying anomalies, and pinpointing key cost drivers.
Mastering DAX for Financial Metrics
- Writing basic DAX expressions for cash flow calculations, such as net cash and rolling balances.
- Defining payroll-specific measures including total compensation and tax ratios.
- Employing DAX to create cumulative views and detailed monthly breakdowns.
Automating and Distributing Reports
- Deploying dashboards to the Power BI Service.
- Configuring automated data refreshes and report subscription services.
- Ensuring secure sharing of reports with finance and HR stakeholders.
Best Practices and Scenario-Based Learning
- Designing financial dashboards that are both clear and insight-driven.
- Utilizing what-if parameters for cash flow scenario modeling.
- Case study: Constructing a comprehensive payroll overview with drill-down capabilities to the individual employee level.
Course Recap and Future Learning Paths
Requirements
- A foundational grasp of financial principles and payroll concepts.
- Proficiency with Microsoft Excel.
Target Audience
- Finance professionals responsible for payroll and cash flow reporting.
- HR analysts and payroll managers.
- Business analysts and existing Power BI users within finance teams.
14 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
engagement with the attendees
