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Course Outline
Introduction to Financial Operations Analysis with Power BI
- Fundamentals of cash flow and payroll analytics
- Organizing datasets for effective operational reporting
- Essential financial ratios and metrics for HR and finance departments
Data Preparation and Transformation
- Importing and refining cash flow and payroll records
- Integrating diverse financial data sources (Excel, CSV, databases)
- Establishing connections among cost centers, employees, and transactions
Cash Flow Reporting
- Creating dashboards for tracking inflows and outflows
- Developing DAX measures for net cash flow and liquidity indicators
- Displaying trends and cumulative balances across periods
Payroll Analysis and Visualization
- Assembling dashboards for payroll performance monitoring
- Evaluating data on 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 aid decision-making
Interactive Dashboards and Reporting
- Designing intuitive visuals for executive leadership and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper analysis
- Securely publishing and sharing interactive dashboards
Practical Project: Comprehensive Financial Operations Dashboard
- Consolidating cash flow and payroll datasets into a unified Power BI report
- Constructing dynamic visuals and KPI cards
- Presenting insights using effective storytelling techniques
Wrap-Up and Future Directions
Requirements
- A solid grasp of Power BI's data visualization and reporting capabilities
- Hands-on experience handling financial or HR data
- Proficiency with Excel or comparable spreadsheet applications
Target Audience
- Finance and payroll analysts
- Accountants and HR specialists
- Managers overseeing budget and cash flow reporting
7 Hours
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
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