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 Duration 14 hours

Course Outline

Introduction to Power BI for Finance

  • Exploring the Power BI ecosystem.
  • Key data types and features relevant to financial analysis.
  • Reviewing the specific reporting needs for payroll and cash flow.

Data Sources and Modeling

  • Importing payroll and cash flow data from Excel or CSV files.
  • Constructing data models using relationships and calculated columns.
  • Applying time intelligence functions to track payroll cycles and monthly trends.

Cash Flow Dashboards

  • Visualizing temporal changes in inflows, outflows, and overall cash position.
  • Conducting variance analysis and comparing forecasts.
  • Utilizing KPI cards, line charts, and waterfall charts for clarity.

Payroll Reporting in Power BI

  • Organizing payroll datasets covering earnings, benefits, and taxes.
  • Generating reports segmented by department, location, or employee category.
  • Detecting payroll trends, outliers, and primary cost drivers.

DAX for Financial Calculations

  • Implementing basic DAX for cash flow calculations, such as net cash and rolling balances.
  • Defining payroll-specific measures, including total compensation and tax ratios.
  • Leveraging DAX for cumulative calculations and monthly breakdowns.

Report Automation and Sharing

  • Deploying dashboards to Power BI Service.
  • Configuring automated data refreshes and report subscriptions.
  • Safely distributing reports to finance and HR stakeholders.

Best Practices and Case Studies

  • Designing intuitive and insightful financial dashboards.
  • Performing cash flow scenario modeling with what-if parameters.
  • Case study: Creating a comprehensive payroll overview with drill-down capabilities to the employee level.

Summary and Future Steps

Requirements

  • A foundational understanding of financial and payroll principles.
  • Proficiency with Microsoft Excel.

Target Audience

  • Finance professionals responsible for payroll and cash flow reporting.
  • HR analysts and payroll managers.
  • Business analysts and Power BI users embedded within finance teams.

Custom Corporate Training

Training solutions designed exclusively for businesses.

  • Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
  • Flexible Schedule: Dates and times adapted to your team's agenda.
  • Format: Online (live), In-company (at your offices), or Hybrid.
Investment

Price per private group, online live training, starting from 2600 € + VAT*

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