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Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics.
- Structuring datasets for operational reporting.
- Key financial ratios and indicators for HR and finance.
Data Preparation and Transformation
- Loading and cleaning cash flow and payroll data.
- Combining multiple financial data sources (Excel, CSV, databases).
- Setting up relationships between cost centers, employees, and transactions.
Cash Flow Reporting
- Designing dashboards to track inflows and outflows.
- Creating DAX measures for net cash flow and liquidity metrics.
- Visualizing trends and cumulative balances over time.
Payroll Analysis and Visualization
- Building payroll performance dashboards.
- Analyzing salary, overtime, and deductions data.
- Departmental and position-based payroll cost analysis.
Forecasting and Variance Analysis
- Applying predictive measures for cash and payroll projections.
- Comparing actual vs. planned budgets.
- Trend lines and KPI variance visuals for decision support.
Interactive Dashboards and Reporting
- Designing intuitive visuals for executives and HR stakeholders.
- Setting up drill-downs, slicers, and filters for deeper insights.
- Publishing and sharing interactive dashboards securely.
Hands-on Project: End-to-End Financial Operations Dashboard
- Combining cash flow and payroll datasets into a single Power BI report.
- Building dynamic visuals and KPI cards.
- Presenting findings with storytelling techniques.
Summary and Next Steps
Requirements
- Understanding of Power BI data visualization and reporting.
- Experience with financial or HR data.
- Familiarity with Excel or similar spreadsheet tools.
Audience
- Finance and payroll analysts.
- Accountants and HR professionals.
- Managers responsible for 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)
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 -
