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Course Outline
Introduction to Power BI for Finance
- Understanding the Power BI Ecosystem for Government
- Data Types and Key Features for Financial Analysis in Government
- Overview of Payroll and Cash Flow Reporting Needs for Government
Data Sources and Modeling for Government
- Importing Excel or CSV-Based Payroll and Cash Flow Data for Government
- Building Data Models with Relationships and Calculated Columns for Government
- Handling Time Intelligence for Payroll Cycles and Monthly Trends in Government
Cash Flow Dashboards for Government
- Visualizing Inflows, Outflows, and Cash Position Over Time for Government
- Variance Analysis and Forecast Comparisons for Government
- Creating KPI Cards, Line Charts, and Waterfall Charts for Government
Payroll Reporting in Power BI for Government
- Structuring Payroll Datasets: Earnings, Benefits, Taxes for Government
- Building Reports by Department, Location, or Employee Type for Government
- Identifying Payroll Trends, Anomalies, and Cost Drivers for Government
DAX for Financial Calculations in Government
- Basic DAX for Cash Flow Calculations (e.g., Net Cash, Rolling Balances) for Government
- Payroll-Specific Measures: Total Compensation, Tax Ratios for Government
- Using DAX for Cumulative and Monthly Breakdowns in Government
Report Automation and Sharing for Government
- Publishing Dashboards to Power BI Service for Government
- Setting Up Data Refresh and Report Subscriptions for Government
- Sharing Reports Securely with Finance and HR Teams in Government
Best Practices and Use Case Walkthroughs for Government
- Designing Clear, Insightful Financial Dashboards for Government
- Cash Flow Scenario Modeling Using What-If Parameters for Government
- Use Case: Full Payroll Overview with Drill-Down to Employee Level for Government
Summary and Next Steps for Government
Requirements
- A foundational understanding of financial and payroll concepts for government
- Familiarity with Microsoft Excel
Audience
- Finance professionals responsible for payroll and cash flow reporting in governmental agencies
- Human resources analysts and payroll managers within the public sector
- Business analysts and Power BI users supporting finance teams in government organizations
14 Hours
Testimonials (2)
The subject was taught in an engaging way, making me want to learn more.
kgotla Moncho - Martin Engineering Africa
Course - PL-300T00: Microsoft Power BI Data Analyst
The coding and analysis, how the information come together in a report which will be useful for my work