Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics
- Structuring datasets for operational reporting
- Key financial ratios and indicators for HR and finance
Data Preparation and Transformation
- Loading and cleaning cash flow and payroll data
- Integrating multiple financial data sources (Excel, CSV, databases)
- Establishing relationships between cost centers, employees, and transactions
Cash Flow Reporting
- Designing dashboards for tracking inflows and outflows
- Creating DAX measures for net cash flow and liquidity metrics
- Visualizing trends and cumulative balances over time
Payroll Analysis and Visualization
- Constructing payroll performance dashboards
- Analyzing salary, overtime, and deduction data
- Examining payroll costs by department and position
Forecasting and Variance Analysis
- Applying predictive measures for cash and payroll projections
- Comparing actual results against planned budgets
- Utilizing trend lines and KPI variance visuals for decision support
Interactive Dashboards and Reporting
- Designing intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper insights
- Securely publishing and sharing interactive dashboards
Hands-on Project: End-to-End Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a single Power BI report
- Building dynamic visuals and KPI cards
- Presenting findings using storytelling techniques
Summary and Next Steps
Requirements
- Understanding of Power BI data visualization and reporting
- Experience handling financial or HR data
- Familiarity with Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR professionals
- Managers overseeing budgeting and cash flow reporting
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.
