Thank you for sending your enquiry! One of our team members will contact you shortly.
Thank you for sending your booking! One of our team members will contact you shortly.
Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics
- Structuring datasets for operational reporting
- Key financial ratios and indicators for HR and finance
Data Preparation and Transformation
- Loading and cleaning cash flow and payroll data
- Integrating multiple financial data sources (Excel, CSV, databases)
- Establishing relationships between cost centers, employees, and transactions
Cash Flow Reporting
- Designing dashboards to track inflows and outflows
- Creating DAX measures for net cash flow and liquidity metrics
- Visualizing trends and cumulative balances over time
Payroll Analysis and Visualization
- Developing payroll performance dashboards
- Analyzing salary, overtime, and deduction data
- Evaluating payroll costs by department and position
Forecasting and Variance Analysis
- Applying predictive measures for cash and payroll projections
- Comparing actual results against planned budgets
- Utilizing trend lines and KPI variance visuals for decision support
Interactive Dashboards and Reporting
- Designing intuitive visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters for deeper insights
- Publishing and securely sharing interactive dashboards
Hands-on Project: End-to-End Financial Operations Dashboard
- Merging cash flow and payroll datasets into a single Power BI report
- Constructing dynamic visuals and KPI cards
- Presenting findings using storytelling techniques
Summary and Next Steps
Requirements
- Knowledge of Power BI data visualization and reporting
- Experience handling financial or HR data
- Familiarity with Excel or comparable spreadsheet applications
Audience
- Finance and payroll analysts
- Accountants and HR professionals
- Managers tasked with budget and cash flow reporting
7 Hours
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 1600 € + VAT*
Contact us for an exact quote and to hear our latest promotions
Testimonials (2)
Method of training.
Ineshia Bilankulu - National Transmission Company South Africa
Course - Power BI: Basics to Advanced
- Building dashboards - Learning the counts and SUMs and SWITCH -
