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 Duration 7 hours

Course Outline

Introduction to Financial Operations Analysis via Power BI

  • Overview of cash flow and payroll analytics principles
  • Organizing datasets for effective operational reporting
  • Essential financial ratios and indicators for HR and finance teams

Data Preparation and Transformation

  • Importing and refining cash flow and payroll records
  • Merging various financial data sources (Excel, CSV, databases)
  • Establishing relationships between cost centers, employees, and transactions

Cash Flow Reporting

  • Developing dashboards for tracking inflows and outflows
  • Formulating DAX measures for net cash flow and liquidity indicators
  • Displaying temporal trends and cumulative balances

Payroll Analysis and Visualization

  • Assembling payroll performance dashboards
  • Examining salary, overtime, and deduction records
  • Conducting payroll cost analysis by department and position

Forecasting and Variance Analysis

  • Utilizing predictive measures for cash and payroll forecasts
  • Benchmarking actual performance against planned budgets
  • Implementing trend lines and KPI variance visuals for strategic support

Interactive Dashboards and Reporting

  • Crafting intuitive visuals for executives and HR stakeholders
  • Configuring drill-downs, slicers, and filters for granular insights
  • Securely publishing and distributing interactive dashboards

Practical Project: Comprehensive Financial Operations Dashboard

  • Synthesizing cash flow and payroll datasets into a unified Power BI report
  • Generating dynamic visuals and KPI cards
  • Communicating insights through effective storytelling techniques

Conclusion and Forward-Looking Steps

Requirements

  • Foundational knowledge of Power BI data visualization and reporting capabilities
  • Practical experience handling financial or HR datasets
  • Proficiency with Excel or comparable spreadsheet applications

Target Audience

  • Finance and payroll specialists
  • Accountants and Human Resources professionals
  • Managers overseeing budget and cash flow reporting

Need help picking the right course?
southafrica@nobleprog.co.za or +27 (0)10 005 5793

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

Magdeline Matsie Mokonyane-Motha - Tshwane University of Technology
Course - PL-300T00: Microsoft Power BI Data Analyst

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