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Course Outline
Introduction to Power BI for Finance
- Understanding the Power BI ecosystem
- Key features and data types relevant to financial analysis
- Overview of payroll and cash flow reporting requirements
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV files
- Creating data models through relationships and calculated columns
- Applying time intelligence for monthly trends and payroll cycles
Cash Flow Dashboards
- Visualizing cash positions, inflows, and outflows over time
- Conducting variance analysis and comparing forecasts
- Building KPI cards, waterfall charts, and line charts
Payroll Reporting in Power BI
- Organizing payroll datasets: benefits, taxes, and earnings
- Generating reports segmented by location, department, or employee type
- Detecting cost drivers, anomalies, and payroll trends
DAX for Financial Calculations
- Utilizing basic DAX for cash flow metrics (e.g., rolling balances, net cash)
- Developing payroll-specific measures such as tax ratios and total compensation
- Applying DAX for monthly breakdowns and cumulative calculations
Report Automation and Sharing
- Publishing dashboards to the Power BI Service
- Configuring report subscriptions and data refresh schedules
- Securely sharing reports with HR and finance teams
Best Practices and Use Case Walkthroughs
- Designing insightful and clear financial dashboards
- Performing cash flow scenario modeling with what-if parameters
- Use case example: Comprehensive payroll overview with employee-level drill-down
Summary and Next Steps
Requirements
- Foundational knowledge of payroll and financial concepts
- Proficiency in Microsoft Excel
Target Audience
- Finance professionals involved in payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI users within finance departments
14 Hours
Testimonials (2)
The subject was taught in an engaging way, making me want to learn more.
kgotla Moncho - Martin Engineering Africa
Course - PL-300T00: Microsoft Power BI Data Analyst
The coding and analysis, how the information come together in a report which will be useful for my work
