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Course Outline
Introduction to Power BI in Finance
- Exploring the Power BI ecosystem
- Key data types and features for financial analysis
- Overview of requirements for payroll and cash flow reporting
Data Sources and Modelling
- Importing payroll and cash flow data from Excel or CSV files
- Constructing data models using relationships and calculated columns
- Managing time intelligence for payroll cycles and monthly trends
Cash Flow Dashboards
- Visualising inflows, outflows, and cash position over time
- Conducting variance analysis and comparing forecasts
- Creating KPI cards, line charts, and waterfall charts
Payroll Reporting with Power BI
- Organising payroll datasets: earnings, benefits, and taxes
- Generating reports by department, location, or employee type
- Detecting payroll trends, anomalies, and cost drivers
DAX for Financial Calculations
- Foundational DAX for cash flow metrics (e.g., net cash, rolling balances)
- Payroll-specific measures: total compensation and tax ratios
- Applying DAX for cumulative and monthly breakdowns
Automating and Sharing Reports
- Publishing dashboards to Power BI Service
- Configuring data refresh schedules and report subscriptions
- Securly sharing reports with finance and HR teams
Best Practices and Case Studies
- Designing clear and insightful financial dashboards
- Modelling cash flow scenarios using what-if parameters
- Case study: comprehensive payroll overview with employee-level drill-downs
Conclusion and Future Steps
Requirements
- Fundamental knowledge of financial and payroll principles
- Proficiency with Microsoft Excel
Target Audience
- Finance specialists involved in payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI users within finance teams
14 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
Method of training.
