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Course Outline
Introduction to Financial Operations Analysis in Power BI
- An overview of cash flow and payroll analytics.
- Methods for structuring datasets to support operational reporting.
- Essential financial ratios and indicators relevant to HR and finance.
Data Preparation and Transformation
- Processes for loading and cleansing cash flow and payroll records.
- Integrating diverse financial data sources, including Excel, CSV files, and databases.
- Establishing connections between cost centers, employee records, and transactions.
Cash Flow Reporting
- Designing dashboards to monitor inflows and outflows.
- Formulating DAX measures for net cash flow and liquidity indicators.
- Visualizing temporal trends and cumulative balances.
Payroll Analysis and Visualization
- Creating performance dashboards specifically for payroll.
- Evaluating data related to salaries, overtime, and deductions.
- Conducting payroll cost analysis by department and job position.
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll forecasting.
- Benchmarking actual results against planned budgets.
- Utilizing trend lines and KPI variance visuals to aid decision-making.
Interactive Dashboards and Reporting
- Designing user-friendly visuals for executive and HR stakeholders.
- Configuring drill-downs, slicers, and filters for deeper analytical insights.
- Securely publishing and sharing interactive dashboards.
Hands-on Project: End-to-End Financial Operations Dashboard
- Synthesizing cash flow and payroll datasets into a unified Power BI report.
- Developing dynamic visuals and KPI cards.
- Presenting findings using effective data storytelling techniques.
Summary and Next Steps
Requirements
- A foundational understanding of Power BI for data visualization and reporting.
- Practical experience handling financial or HR datasets.
- Proficiency with Excel or comparable spreadsheet applications.
Target Audience
- Finance and payroll analysts.
- Accountants and HR specialists.
- Managers overseeing budgeting and cash flow reporting.
7 Hours
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
