Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Duration 7 hours
Course Outline
Introduction to Financial Operations Analysis in Power BI
- Fundamentals of cash flow and payroll analytics
- Organizing datasets for effective operational reporting
- Essential financial ratios and indicators for HR and finance teams
Data Preparation and Transformation
- Ingesting and refining cash flow and payroll data
- Merging various financial data sources such as Excel, CSV, and databases
- Establishing connections between cost centers, employees, and transactions
Cash Flow Reporting
- Designing dashboards to track inflows and outflows
- Developing DAX measures for net cash flow and liquidity assessment
- Displaying trends and cumulative balances across time periods
Payroll Analysis and Visualization
- Creating dashboards for payroll performance monitoring
- Evaluating data related to salaries, overtime, and deductions
- Analyzing payroll costs by department and job position
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll forecasting
- Analyzing discrepancies between actual and planned budgets
- Utilizing trend lines and KPI variance visuals to support decisions
Interactive Dashboards and Reporting
- Designing user-friendly visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper analysis
- Securely publishing and sharing interactive dashboards
Capstone Project: End-to-End Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a unified Power BI report
- Constructing dynamic visuals and KPI summary cards
- Presenting insights using data storytelling techniques
Summary and Next Steps
Requirements
- Proficiency in Power BI data visualization and reporting
- Practical experience handling financial or HR datasets
- Knowledge of Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers overseeing budget and cash flow reporting
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
