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Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of analytics for cash flow and payroll
- Organizing 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
- Integrating multiple financial data sources such as Excel, CSV, and databases
- Establishing relationships among cost centers, employees, and transactions
Cash Flow Reporting
- Designing dashboards to track inflows and outflows
- Developing DAX measures for net cash flow and liquidity indicators
- Visualizing trends and cumulative balances over time
Payroll Analysis and Visualization
- Developing dashboards for payroll performance
- Examining data related to salaries, overtime, and deductions
- Conducting payroll cost analysis by department and position
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll forecasts
- Contrasting actual performance against planned budgets
- Using trend lines and KPI variance visuals to support decision-making
Interactive Dashboards and Reporting
- Crafting intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters to uncover deeper insights
- Securely publishing and sharing interactive dashboards
Practical Project: Comprehensive Financial Operations Dashboard
- Merging cash flow and payroll datasets into a unified Power BI report
- Creating dynamic visuals and KPI cards
- Presenting insights using narrative techniques
Summary and Next Steps
Requirements
- A solid grasp of Power BI data visualization and reporting capabilities
- Practical experience managing financial or HR datasets
- Proficiency with Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll specialists
- Accountants and HR practitioners
- Managers overseeing budget and cash flow reporting
7 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 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.
