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Course Outline
Introduction to Power BI for Finance
- Exploring the Power BI ecosystem
- Data types and essential features for financial analysis
- Overview of payroll and cash flow reporting requirements
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV
- Constructing data models with relationships and calculated columns
- Applying time intelligence for 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
- Structuring payroll datasets: earnings, benefits, and taxes
- Developing reports segmented by department, location, or employee type
- Identifying payroll trends, anomalies, and cost drivers
DAX for Financial Calculations
- Fundamental DAX for cash flow calculations (e.g., net cash, rolling balances)
- Payroll-specific measures: total compensation, tax ratios
- Utilizing DAX for cumulative and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to the 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
- Use case: comprehensive payroll overview with drill-down to the employee level
Summary and Next Steps
Requirements
- Fundamental understanding 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 teams
14 Hours
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.
Price per private group, online live training, starting from 2600 € + VAT*
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Testimonials (2)
Method of training.
Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced
- Building dashboards - Learning the counts and SUMs and SWITCH -
