Course Outline
Introduction to Power BI for Finance
- Understanding the Power BI ecosystem
- Data types and key features for financial analysis
- Overview of payroll and cash flow reporting needs
Data Sources and Modeling
- Importing Excel or CSV-based payroll and cash flow data
- Building data models with relationships and calculated columns
- Handling time intelligence for payroll cycles and monthly trends
Cash Flow Dashboards
- Visualizing inflows, outflows, and cash position over time
- Variance analysis and forecast comparisons
- Creating KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Structuring payroll datasets: earnings, benefits, taxes
- Building reports by department, location, or employee type
- Identifying payroll trends, anomalies, and cost drivers
DAX for Financial Calculations
- Basic DAX for cash flow calculations (e.g., net cash, rolling balances)
- Payroll-specific measures: total compensation, tax ratios
- Using DAX for cumulative and monthly breakdowns
Report Automation and Sharing
- Publishing dashboards to Power BI Service
- Setting up data refresh and report subscriptions
- Sharing reports securely with finance and HR teams
Best Practices and Use Case Walkthroughs
- Designing clear, insightful financial dashboards
- Cash flow scenario modeling using what-if parameters
- Use case: full payroll overview with drill-down to employee level
Summary and Next Steps
Requirements
- Basic understanding of financial and payroll concepts
- Familiarity with Microsoft Excel
Audience
- Finance professionals working with payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI users in finance teams
Testimonials (3)
The basic structure of Power BI, its main functions, as well as some advanced functions
Alessandro Binaghi - Great Place to Work(R) Institute Italia Srl
Course - PL-300: Microsoft Power BI Data Analyst
I was pleasantly surprised by the trainer's attitude toward the psychological aspects of the reporting activity, not just the technical ones. I believe the most valuable part of this course is that it showed me what excellence looks like in the field I have chosen, and that motivates me greatly. As for technical elements, it helped me the most to understand DAX concepts and how to incorporate them into my work.
Fufa Claudia Alina Stefania - Zentiva
Course - Power BI - Advanced
Machine Translated
Method of training.