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Duration 7 hours
Course Outline
Introduction to Financial Operations Analysis with Power BI
- Overview of cash flow and payroll analytics.
- Organizing datasets for effective operational reporting.
- Key financial ratios and indicators relevant to HR and finance.
Data Preparation and Transformation
- Ingesting and cleaning cash flow and payroll data.
- Merging multiple financial data sources, including Excel, CSV, and databases.
- Establishing relationships between cost centers, employees, and transactions.
Cash Flow Reporting
- Designing dashboards to track inflows and outflows.
- Developing DAX measures for net cash flow and liquidity metrics.
- Visualizing trends and cumulative balances over specific time periods.
Payroll Analysis and Visualization
- Creating dashboards for payroll performance monitoring.
- Analyzing 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 forecasting.
- Comparing actual results against planned budgets.
- Using trend lines and KPI variance visuals to support decision-making.
Interactive Dashboards and Reporting
- Designing intuitive visuals for executives and HR stakeholders.
- Configuring drill-downs, slicers, and filters to reveal deeper insights.
- Securely publishing and sharing interactive dashboards.
Practical Project: End-to-End Financial Operations Dashboard
- Integrating cash flow and payroll datasets into a unified Power BI report.
- Constructing dynamic visuals and KPI cards.
- Presenting findings using effective storytelling techniques.
Summary and Future Directions
Requirements
- Foundational knowledge of Power BI data visualization and reporting capabilities.
- Hands-on experience handling financial or HR datasets.
- Proficiency with Excel or comparable spreadsheet applications.
Target Audience
- Finance and payroll analysts.
- Accountants and HR specialists.
- Managers overseeing budgeting and cash flow reporting.
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.
