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Course Outline
Overview of Power BI for Financial Operations
- Examination of the Power BI environment
- Essential data categories and features applicable to financial analysis
- Requirements for payroll and cash flow reporting
Data Ingestion and Modeling
- Importing payroll and cash flow data from Excel or CSV formats
- Developing data models through relationships and calculated columns
- Applying time intelligence functions for payroll cycles and monthly trends
Cash Flow Dashboards
- Visual representation of cash inflows, outflows, and position over time
- Analysis of variances and comparison against forecasts
- Implementation of KPI cards, line charts, and waterfall charts
Payroll Reporting in Power BI
- Organization of payroll data structures: earnings, benefits, and taxes
- Generation of reports segmented by department, location, or employee classification
- Identification of payroll trends, anomalies, and primary cost drivers
DAX for Financial Calculations
- Fundamental DAX formulas for cash flow computations (e.g., net cash, rolling balances)
- Payroll-specific measures: total compensation and tax ratios
- Utilization of DAX for cumulative totals and monthly disaggregation
Report Automation and Distribution
- Publishing dashboards to the Power BI Service
- Configuration of automated data refreshes and report subscriptions
- Secure distribution of reports to finance and human resources personnel for government agencies
Best Practices and Application Examples
- Development of clear and insightful financial dashboards
- Cash flow scenario modeling using what-if parameters
- Application example: comprehensive payroll overview with drill-down capabilities to individual employee records
Summary and Next Steps
Requirements
- Foundational knowledge of financial and compensation principles
- Proficiency in Microsoft Excel applications
Target Audience
- Fiscal specialists engaged in payroll processing and liquidity reporting
- Human resources analysts and compensation administrators
- Analytic staff and Power BI practitioners within fiscal units providing solutions for government operations
14 Hours
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
The basic structure of Power BI, its main functions, as well as some advanced functions