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Duration 14 hours
Course Outline
Introduction to Power BI in Finance
- Exploring the Power BI ecosystem
- Key data types and features for financial analysis
- Overview of reporting requirements for payroll and cash flow
Data Sources and Modeling
- Importing payroll and cash flow data from Excel or CSV files
- 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
- Conducting variance analysis and comparing forecasts
- Developing KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Structuring payroll datasets covering earnings, benefits, and taxes
- Generating reports by department, location, or employee type
- Identifying payroll trends, anomalies, and key cost drivers
DAX for Financial Calculations
- Applying basic DAX for cash flow calculations (e.g., net cash, rolling balances)
- Creating payroll-specific measures such as total compensation and tax ratios
- Utilizing DAX for cumulative and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to Power BI Service
- Configuring data refresh and report subscriptions
- Securely sharing reports with finance and HR teams
Best Practices and Use Case Walkthroughs
- Designing clear and insightful financial dashboards
- Modeling cash flow scenarios using what-if parameters
- Use case: A complete payroll overview with drill-down capability to the employee level
Summary and Next Steps
Requirements
- A foundational grasp of financial and payroll concepts
- Proficiency with Microsoft Excel
Target Audience
- Finance professionals involved in 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
