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Course Outline
Introduction to Financial Operations Analysis in Power BI
- Fundamentals of cash flow and payroll analytics.
- Organizing datasets for effective operational reporting.
- Essential financial ratios and indicators relevant to HR and finance.
Data Preparation and Transformation
- Importing and refining cash flow and payroll data.
- Integrating multiple financial data sources, including Excel, CSV files, and databases.
- Establishing relationships among cost centers, employees, and transactions.
Cash Flow Reporting
- Developing dashboards to track inflows and outflows.
- Formulating DAX measures for net cash flow and liquidity indicators.
- Illustrating trends and cumulative balances across time periods.
Payroll Analysis and Visualization
- Creating dashboards for payroll performance monitoring.
- Examining data related to salaries, overtime, and deductions.
- Conducting cost analysis by department and job position.
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll forecasting.
- Evaluating actual performance against planned budgets.
- Using trend lines and KPI variance visuals to support decision-making.
Interactive Dashboards and Reporting
- Designing intuitive visuals for executive leadership and HR stakeholders.
- Configuring drill-downs, slicers, and filters to uncover deeper insights.
- Securing the publication and sharing of interactive dashboards.
Hands-on Project: End-to-End Financial Operations Dashboard
- Merging cash flow and payroll datasets into a unified Power BI report.
- Developing dynamic visuals and key performance indicator cards.
- Communicating findings effectively using data storytelling techniques.
Summary and Next Steps
Requirements
- Fundamental understanding of Power BI data visualization and reporting capabilities.
- Practical experience handling financial or HR data sets.
- Proficiency with Excel or comparable spreadsheet applications.
Target Audience
- Finance and payroll analysts.
- Accountants and human resources specialists.
- Managers overseeing budget management 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
engagement with the attendees
