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Duration 14 hours
Course Outline
Introduction to Power BI in Finance
- Exploring the Power BI ecosystem
- Data types and key features relevant to financial analysis
- Reviewing payroll and cash flow reporting requirements
Data Sources and Modeling
- Ingesting Excel or CSV-based payroll and cash flow data
- Constructing data models with relationships and calculated columns
- Managing time intelligence for payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing inflows, outflows, and cash position over time
- Performing variance analysis and comparing forecasts
- Developing KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Organizing 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
- Basic DAX for cash flow calculations (e.g., net cash, rolling balances)
- Payroll-specific measures: total compensation and tax ratios
- Utilizing DAX for cumulative and monthly breakdowns
Report Automation and Distribution
- Publishing dashboards to Power BI Service
- Configuring data refresh and report subscriptions
- Securely sharing reports with finance and HR teams
Best Practices and Case Studies
- Designing clear and insightful financial dashboards
- Modeling cash flow scenarios using what-if parameters
- Case study: comprehensive payroll overview with employee-level drill-downs
Summary and Next Steps
Requirements
- Fundamental knowledge of financial and payroll concepts
- Proficiency with Microsoft Excel
Target Audience
- Finance professionals handling payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI users within finance teams
Testimonials (2)
The most valuable takeaway was learning how to apply the concepts in real-world scenarios and understanding the tools and processes.
Marcel Tansae - DB Technology
Course - Microsoft Power Automate
How to use relationships in Power BIand the differences between columns and measurements
