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Course Outline
Introduction to Power BI for Finance
- Exploring the Power BI ecosystem and its capabilities.
- Identifying data types and key 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 that incorporate relationships and calculated columns.
- Applying time intelligence to manage payroll cycles and monthly trends.
Cash Flow Dashboards
- Visualizing inflows, outflows, and overall cash position over time.
- Performing variance analysis and comparing against forecasts.
- Designing 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 type.
- Detecting payroll trends, anomalies, and primary cost drivers.
DAX for Financial Calculations
- Applying basic DAX for cash flow computations, such as net cash and rolling balances.
- Defining payroll-specific measures including total compensation and tax ratios.
- Utilizing DAX for cumulative sums and monthly breakdowns.
Report Automation and Sharing
- Publishing dashboards to the Power BI Service.
- Configuring automatic data refresh and report subscriptions.
- Ensuring secure sharing of 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.
- Case study: Creating a comprehensive payroll overview with drill-down capabilities to the employee level.
Summary and Next Steps
Requirements
- A foundational grasp of financial and payroll concepts.
- Proficiency with Microsoft Excel.
Audience
- Finance professionals responsible for 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)
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.
