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Duration 14 hours
Course Outline
Fundamentals of Power BI for Finance
- Navigating the Power BI ecosystem
- Data classifications and essential features for financial analysis
- An overview of payroll and cash flow reporting requirements
Data Integration and Modeling
- Importing payroll and cash flow data from Excel or CSV formats
- Constructing data models featuring relationships and calculated columns
- Applying time intelligence to analyze payroll cycles and monthly trends
Developing Cash Flow Dashboards
- Visualizing inflows, outflows, and cash positions over time
- Performing variance analysis and comparing forecasts
- Implementing KPI cards, line charts, and waterfall charts
Payroll Reporting via Power BI
- Organizing payroll datasets: earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee category
- Detecting payroll trends, anomalies, and cost drivers
Applying DAX for Financial Calculations
- Basic DAX applications for cash flow metrics (e.g., net cash, rolling balances)
- Payroll-focused measures: total compensation and tax ratios
- Utilizing DAX for cumulative and monthly breakdowns
Automating and Distributing Reports
- Deploying dashboards to Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securing report sharing for finance and HR teams
Best Practices and Case Studies
- Designing clear, insight-driven financial dashboards
- Modeling cash flow scenarios using what-if parameters
- Case study: Comprehensive payroll overview with drill-down capabilities to the employee level
Concluding Remarks and Future Directions
Requirements
- A foundational grasp of financial and payroll principles
- Proficiency with Microsoft Excel
Target Audience
- Finance specialists engaged in payroll and cash flow reporting
- HR analysts and payroll administrators
- Business analysts and Power BI users within finance departments
Testimonials (2)
The most valuable takeaway was learning how to apply the concepts in real-world scenarios and understanding the tools and processes.
Marcel Tansae - DB Technology
Course - Microsoft Power Automate
How to use relationships in Power BIand the differences between columns and measurements
