課程簡介
Power BI 简介 Finance
- 了解 Power BI 生态系统
- 财务分析的数据类型和关键特性
- 薪资和现金流报告需求概述
数据源与建模
- 导入 Excel 或基于 CSV 的薪资和现金流数据
- 构建具有关系和计算列的数据模型
- 处理薪资周期和月度趋势的时间智能
现金流仪表板
- 可视化随时间变化的流入、流出和现金状况
- 差异分析和预测比较
- 创建 KPI 卡片、折线图和瀑布图
Power BI 中的薪资报告
- 结构化薪资数据集:收入、福利、税收
- 按部门、地点或员工类型构建报告
- 识别薪资趋势、异常和成本驱动因素
用于财务计算的 DAX
- 用于现金流计算的基本 DAX(例如,净现金、滚动余额)
- 特定于薪资的度量:总薪酬、税收比率
- 使用 DAX 进行累计和月度细分
报告自动化与共享
- 将仪表板发布到 Power BI 服务
- 设置数据刷新和报告订阅
- 安全地与财务和人力资源团队共享报告
最佳实践与 Use Case 演练
- 设计清晰、富有洞察力的财务仪表板
- 使用假设参数进行现金流情景建模
- 用例:从员工级别深入查看的完整薪资概览
总结与下一步
最低要求
- 對財務和薪資概念的基本理解
- 熟悉Microsoft Excel
目標受眾
- 從事薪資和現金流報告工作的Finance專業人士
- HR分析師和薪資經理
- 財務團隊中的Business分析師和Power BI用戶
客戶評論 (5)
內容很艱難,但我必須付出的額外努力説明我更好地記住和理解 Power BI。
Melvin - TLI Group
Course - Power BI DAX Fundamentals
機器翻譯
討論我們的問題
Rr Dwi Putri Periska Sari - PT. Becton Dickinson Indonesia
Course - Power BI for Developers
機器翻譯
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.