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Course Outline
Introduction to Financial Operations Analysis in Power BI
- Overview of cash flow and payroll analytics for government operations
- Structuring datasets for operational reporting
- Key financial ratios and indicators for HR and finance
Data Preparation and Transformation
- Loading and cleaning cash flow and payroll data
- Combining multiple financial data sources (Excel, CSV, databases)
- Setting up relationships between cost centers, employees, and transactions
Cash Flow Reporting
- Designing inflow and outflow tracking dashboards
- Creating DAX measures for net cash flow and liquidity metrics for government entities
- Visualizing trends and cumulative balances over time
Payroll Analysis and Visualization
- Building payroll performance dashboards
- Analyzing salary, overtime, and deductions data
- Departmental and position-based payroll cost analysis for government workforce management
Forecasting and Variance Analysis
- Applying predictive measures for cash and payroll projections
- Comparing actual vs. planned budgets
- Trend lines and KPI variance visuals for decision support in government contexts
Interactive Dashboards and Reporting
- Designing intuitive visuals for executives and HR stakeholders
- Setting up drill-downs, slicers, and filters for deeper insights
- Publishing and sharing interactive dashboards securely for government users
Hands-on Project: End-to-End Financial Operations Dashboard
- Combining cash flow and payroll datasets into a single Power BI report
- Building dynamic visuals and KPI cards
- Presenting findings with storytelling techniques for government audiences
Summary and Next Steps
Requirements
- Proficiency in utilizing Power BI for data visualization and report generation
- Prior experience handling financial or human resources datasets
- Competency with Microsoft Excel or comparable spreadsheet applications
Target Audience
- Financial and payroll analysts
- Accountants and human resources specialists
- Leaders tasked with overseeing budgetary oversight and cash flow reporting
7 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
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