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Duration 14 hours
Course Outline
Introduction to Power BI for Finance
- Overview of the Power BI ecosystem
- Data types and core functionalities for financial analysis
- Understanding payroll and cash flow reporting requirements
Data Sources and Modeling
- Ingesting Excel or CSV-based payroll and cash flow data
- Constructing data models using relationships and calculated columns
- Managing time intelligence for payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing inflows, outflows, and cash position over time
- Conducting variance analysis and comparing forecasts
- Generating KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Organizing payroll datasets: earnings, benefits, and taxes
- Generating reports segmented by department, location, or employee category
- Detecting payroll trends, irregularities, and primary cost factors
DAX for Financial Calculations
- Foundational DAX for cash flow metrics (e.g., net cash, rolling balances)
- Payroll-specific measures: total compensation, tax ratios
- Applying DAX for cumulative and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securely sharing reports with finance and HR teams
Best Practices and Case Studies
- Designing clear, insightful financial dashboards
- Cash flow scenario modeling using what-if parameters
- Use case: comprehensive payroll overview with drill-down to employee level
Summary and Next Steps
Requirements
- Fundamental knowledge of financial and payroll concepts
- Proficiency with Microsoft Excel
Target Audience
- Finance professionals engaged in payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI users within finance teams
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
engagement with the attendees
