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Duration 14 hours
Course Outline
Introduction to Power BI in Finance
- Exploring the Power BI ecosystem
- Data types and essential features for financial analysis
- Reviewing reporting requirements for payroll and cash flow
Data Sources and Modeling
- Ingesting payroll and cash flow data from Excel or CSV files
- Constructing data models using relationships and calculated columns
- Applying time intelligence to payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing inflows, outflows, and cash position over time
- Conducting variance analysis and comparing forecasts
- Designing 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 category
- Detecting payroll trends, anomalies, and key cost drivers
DAX for Financial Calculations
- Foundational DAX for cash flow metrics (e.g., net cash, rolling balances)
- Payroll-specific measures: total compensation and tax ratios
- Leveraging DAX for cumulative and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to Power BI Service
- Configuring data refresh schedules and report subscriptions
- Safely sharing reports with finance and HR teams
Best Practices and Case Studies
- Crafting clear, insightful financial dashboards
- Simulating cash flow scenarios with what-if parameters
- Case study: comprehensive payroll overview with employee-level drill-downs
Conclusion and Next Steps
Requirements
- A foundational grasp of financial principles and payroll mechanics
- Comfortable proficiency with Microsoft Excel
Target Audience
- Finance specialists handling payroll and cash flow reporting
- HR analysts and payroll administrators
- Business analysts and Power BI users within finance departments
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 3200 € + VAT*
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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.
