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Varighet 14 timer
Kursplan
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, and 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
- Securely sharing reports 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
Krav
- Basic understanding of financial and payroll concepts
- Familiarity with Microsoft Excel
Target audience
- Finance professionals working with payroll and cash flow reporting
- HR analysts and payroll managers
- Business analysts and Power BI users in finance teams
Referanser (2)
Hvordan bruke relasjoner i Power BI, og forskjellene mellom kolonner og målinger
LEUNG Chun Hei - HAESL
Kurs - Advanced Power BI: Data Modeling, DAX, and Enhanced Analytics
Maskinoversatt
Treningmetode.
Ineshia Bilankulu - National Transmission Company South Africa
Kurs - Power BI: Basics to Advanced
Maskinoversatt
