Course Outline
Introduction to Power BI for Finance
- Exploring the Power BI ecosystem
- Data types and key features relevant to financial analysis
- Overview of reporting requirements for payroll and cash flow
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV files
- Creating data models with relationships and calculated columns
- Implementing time intelligence for payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing inflows, outflows, and cash positions over time
- Performing variance analysis and comparing forecasts
- Designing KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Structuring payroll datasets: earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee type
- Identifying payroll trends, anomalies, and cost drivers
DAX for Financial Calculations
- Using basic DAX for cash flow calculations (e.g., net cash, rolling balances)
- Developing payroll-specific measures: total compensation, tax ratios
- Leveraging DAX for cumulative and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to the Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securely sharing reports with finance and HR teams
Best Practices and Use Case Walkthroughs
- Designing clear and insightful financial dashboards
- Modeling cash flow scenarios using what-if parameters
- Use case: Comprehensive payroll overview with drill-down capabilities to employee level
Summary and Next Steps
Requirements
- Foundational knowledge of financial and payroll concepts
- Proficiency in Microsoft Excel
Target Audience
- Finance professionals involved in payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI users within finance departments
Testimonials (2)
I was pleasantly surprised by the trainer's attitude toward the psychological aspects of the reporting activity, not just the technical ones. I believe the most valuable part of this course is that it showed me what excellence looks like in the field I have chosen, and that motivates me greatly. As for technical elements, it helped me the most to understand DAX concepts and how to incorporate them into my work.
Fufa Claudia Alina Stefania - Zentiva
Course - Power BI - Advanced
Machine Translated
Method of training.