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Duration 7 hours
Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics
- Organising datasets for operational reporting
- Essential financial ratios and indicators for HR and finance
Data Preparation and Transformation
- Ingesting and refining cash flow and payroll data
- Consolidating multiple financial data sources (Excel, CSV, databases)
- Establishing connections between cost centres, employees, and transactions
Cash Flow Reporting
- Designing dashboards to track inflows and outflows
- Formulating DAX measures for net cash flow and liquidity indicators
- Visualising trends and cumulative balances over time
Payroll Analysis and Visualization
- Constructing payroll performance dashboards
- Evaluating data on salaries, overtime, and deductions
- Conducting payroll cost analysis by department and position
Forecasting and Variance Analysis
- Applying predictive measures for cash and payroll forecasting
- Benchmarking actual results against planned budgets
- Using trend lines and KPI variance visuals to support decisions
Interactive Dashboards and Reporting
- Creating intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper insights
- Safely publishing and sharing interactive dashboards
Hands-on Project: End-to-End Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a unified Power BI report
- Developing dynamic visuals and KPI cards
- Presenting insights using storytelling techniques
Summary and Next Steps
Requirements
- A foundational grasp of Power BI data visualisation and reporting
- Practical experience handling financial or HR data
- Proficiency with Excel or comparable spreadsheet applications
Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers overseeing budget and cash flow reporting
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 1300 € + 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.
