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Duration 7 hours
Course Outline
Foundations of Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics
- Organizing datasets for effective operational reporting
- Essential financial ratios and indicators for HR and finance
Data Preparation and Transformation
- Ingesting and refining cash flow and payroll data
- Merging multiple financial data sources, including Excel, CSV, and databases
- Establishing relationships among cost centers, employees, and transactions
Cash Flow Reporting
- Creating dashboards to track inflows and outflows
- Formulating DAX measures for net cash flow and liquidity metrics
- Visualizing temporal trends and cumulative balances
Payroll Analysis and Visualization
- Developing dashboards for payroll performance
- Evaluating data related to salaries, overtime, and deductions
- Conducting payroll cost analysis by department and position
Forecasting and Variance Analysis
- Implementing predictive measures for cash and payroll forecasts
- Benchmarking actual results against planned budgets
- Utilizing trend lines and KPI variance visuals to support decisions
Interactive Dashboards and Reporting
- Designing user-friendly visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for detailed insights
- Safely publishing and distributing interactive dashboards
Practical Project: Comprehensive Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a unified Power BI report
- Constructing dynamic visuals and KPI cards
- Presenting insights using narrative techniques
Summary and Next Steps
Requirements
- Fundamental knowledge of Power BI for data visualization and reporting
- Practical experience handling financial or HR datasets
- Proficiency with Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll specialists
- Accountants and HR representatives
- Managers overseeing budget management and cash flow reporting
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
