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Course Outline
Introduction to Financial Operations Analysis with Power BI
- Foundations of cash flow and payroll analytics
- Organizing datasets for effective operational reporting
- Essential financial ratios and indicators relevant to HR and finance
Data Preparation and Transformation
- Importing and refining cash flow and payroll data
- Integrating diverse financial data sources, including Excel, CSV, and databases
- Establishing connections between cost centers, employees, and transactions
Cash Flow Reporting
- Creating dashboards to track inflows and outflows
- Developing DAX measures for net cash flow and liquidity indicators
- Visualizing temporal trends and cumulative balances
Payroll Analysis and Visualization
- Constructing performance dashboards for payroll
- Examining 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
- Evaluating actual results against planned budgets
- Utilizing trend lines and KPI variance visuals to aid decision support
Interactive Dashboards and Reporting
- Designing user-friendly visuals for executives and HR stakeholders
- Configuring drill-downs, slicers, and filters to uncover deeper insights
- Securely publishing and distributing interactive dashboards
Practical Project: End-to-End Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a unified Power BI report
- Creating dynamic visuals and KPI cards
- Communicating findings through effective storytelling techniques
Conclusion and Future Steps
Requirements
- A foundational understanding of Power BI for data visualization and reporting
- 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
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*
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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.
