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Duration 7 hours
Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics
- Structuring datasets for effective operational reporting
- Essential financial ratios and indicators for HR and finance teams
Data Preparation and Transformation
- Importing and cleansing cash flow and payroll data
- Merging multiple financial data sources (Excel, CSV, databases)
- Establishing relationships between cost centres, employees, and transactions
Cash Flow Reporting
- Designing dashboards for tracking inflows and outflows
- Developing DAX measures for net cash flow and liquidity metrics
- Visualising trends and cumulative balances over time
Payroll Analysis and Visualisation
- Creating payroll performance dashboards
- Anysalysing salary, overtime, and deduction data
- Conducting departmental and role-based payroll cost analysis
Forecasting and Variance Analysis
- Applying predictive measures for cash and payroll forecasting
- Comparing actual outcomes against planned budgets
- Utilising trend lines and KPI variance visuals to support decisions
Interactive Dashboards and Reporting
- Designing intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper insights
- Securely publishing and sharing interactive dashboards
Hands-on Project: End-to-End Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a unified Power BI report
- Building dynamic visuals and KPI cards
- Presenting findings using data storytelling techniques
Summary and Next Steps
Requirements
- A foundational grasp of Power BI data visualisation and reporting capabilities
- Practical experience handling financial or HR data
- Proficiency with Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers tasked with 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
Method of training.
