Course Outline
Introduction to Power BI in Finance
- Exploring the Power BI ecosystem
- Data types and essential features for financial analysis
- Reviewing the reporting requirements for payroll and cash flow
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV formats
- Constructing data models using relationships and calculated columns
- Applying time intelligence to payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing inflows, outflows, and cash position over time
- Conducting variance analysis and comparing forecasts
- Creating KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Organizing payroll datasets: earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee type
- Identifying payroll trends, anomalies, and primary cost drivers
DAX for Financial Calculations
- Implementing basic DAX for cash flow calculations (e.g., net cash, rolling balances)
- Defining payroll-specific measures: total compensation and tax ratios
- Utilizing DAX for cumulative and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to Power BI Service
- Configuring data refresh 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
- Case study: comprehensive payroll overview with drill-down capabilities to the employee level
Summary and Next Steps
Requirements
- Fundamental knowledge of financial and payroll concepts
- Proficiency with 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 teams
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
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
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