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
Delivery Options
Private Group Training
Our identity is rooted in delivering exactly what our clients need.
- Pre-course call with your trainer
- Customisation of the learning experience to achieve your goals -
- Bespoke outlines
- Practical hands-on exercises containing data / scenarios recognisable to the learners
- Training scheduled on a date of your choice
- Delivered online, onsite/classroom or hybrid by experts sharing real world experience
Private Group Prices RRP from £3800 online delivery, based on a group of 2 delegates, £1200 per additional delegate (excludes any certification / exam costs). We recommend a maximum group size of 12 for most learning events.
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Public Training
Please see our public courses
Testimonials (5)
The manner in which the presenter addressed questions. The method of delivering the course was very beneficial to the students. A very good teacher indeed.
ROSE BALOYI - National Transmission Company South Africa
Course - Power BI: Basics to Advanced
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 :)
Anne-Cecile Jacquot - Ameropa
Course - Excel to Power BI
The second day was very interesting. It was a good training to see some possibilities within Power BI; but mostly you learn then while you work with Power BI. Fact is also that the training base has all access rights and everything works, but as soon as you try to connect to the live system, it does not work and this makes the knowledge transfer a bit difficult.
Marco Iuliano
Course - Power BI Dashboards
Training adjust the training according to our needs and knowledge. He understood participants experience with Power BI.
