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 Duration 14 hours

Course Outline

Introduction to Power BI for Finance

  • Exploring the Power BI ecosystem
  • Data types and essential features for financial analysis
  • Reviewing the specific needs of payroll and cash flow reporting

Data Sources and Modelling

  • Importing payroll and cash flow data from Excel or CSV formats
  • Constructing data models using relationships and calculated columns
  • Applying time intelligence to payroll cycles and monthly trends

Cash Flow Dashboards

  • Visualising inflows, outflows, and cash positions over time
  • Conducting variance analysis and comparing forecasts
  • Designing KPI cards, line charts, and waterfall charts

Payroll Reporting in Power BI

  • Structuring payroll datasets covering earnings, benefits, and taxes
  • Generating reports segmented by department, location, or employee type
  • Detecting payroll trends, anomalies, and cost drivers

DAX for Financial Calculations

  • Applying basic DAX for cash flow metrics (e.g., net cash, rolling balances)
  • Defining payroll-specific measures such as total compensation and tax ratios
  • Leveraging 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 Use Case Walkthroughs

  • Designing clear and insightful financial dashboards
  • Modelling cash flow scenarios using what-if parameters
  • Case study: Creating a full payroll overview with drill-down capabilities to the employee level

Summary and Next Steps

Requirements

  • A foundational grasp of financial and payroll concepts
  • Proficiency in Microsoft Excel

Audience

  • Finance professionals involved in payroll and cash flow reporting
  • HR analysts and payroll managers
  • Business analysts and Power BI users within finance teams

Number of participants


Price per participant

Open Training Courses require 5+ participants.

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.

Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced

Provisional Upcoming Courses (Require 5+ participants)

Power BI for Cash Flow and Payroll Analysis

2026-11-20 09:30
14 hours
Te Pou Toetoe Linwood
6800 NZD (Online)
14300 NZD (Classroom)

Power BI for Cash Flow and Payroll Analysis

2026-12-04 09:30
14 hours
Auckland, ANZ Centre
6800 NZD (Online)
15600 NZD (Classroom)

Power BI for Cash Flow and Payroll Analysis

2026-12-18 09:30
14 hours
Wellington, Plimmer Towers
6800 NZD (Online)
14300 NZD (Classroom)

Power BI for Cash Flow and Payroll Analysis

2027-01-01 09:30
14 hours
Te Pou Toetoe Linwood
6800 NZD (Online)
14300 NZD (Classroom)

Power BI for Cash Flow and Payroll Analysis

2027-01-15 09:30
14 hours
Auckland, ANZ Centre
6800 NZD (Online)
15600 NZD (Classroom)

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