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