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Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics
- Organizing datasets for operational reporting
- Essential financial ratios and indicators for HR and finance
Data Preparation and Transformation
- Ingesting and cleansing 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 to track inflows and outflows
- Developing 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 data related to salaries, overtime, and deductions
- Conducting payroll cost analysis by department and position
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll projections
- Benchmarking actual results against planned budgets
- Using trend lines and KPI variance visuals to support decision-making
Interactive Dashboards and Reporting
- Creating intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper analysis
- Securely publishing and sharing interactive dashboards
Hands-on Project: End-to-End Financial Operations Dashboard
- Consolidating cash flow and payroll datasets into a unified Power BI report
- Developing dynamic visuals and KPI cards
- Presenting insights using data storytelling techniques
Summary and Next Steps
Requirements
- Familiarity with Power BI data visualization and reporting concepts
- Experience handling financial or HR datasets
- Proficiency with Excel or similar spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers overseeing budget 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
Method of training.