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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
14 Hours
Testimonials (5)
The content was tough but that extra effort I had to put helped me remember and understand power BI better.
Melvin - TLI Group
Course - Power BI DAX Fundamentals
the clear and concise explanations
Georgiana - Everience
Course - Power BI Basic
Discussing about our issues
Rr Dwi Putri Periska Sari - PT. Becton Dickinson Indonesia
Course - Power BI for Developers
What I liked the most was the coach's openness regarding the change in content as well as the approach that was previously prepared to accommodate our real needs
Ernesto Sitoe Junior - Electricidade de Mocambique
Course - Advanced Power BI
The second day as Power Bi is a really friendly tool, and clearly Costas knows it very well, it was really good to learn about that tool. Unfortunately we have to see Power pivot in excel first which is really not user friendly but definitely a must see first in order to understand how Power Bi works, and it makes Power Bi look super cool :)
