課程簡介
Power BI中的財務運營分析入門
- 現金流和薪酬分析概述
- 爲運營報告構建數據集
- HR和財務的關鍵財務比率和指標
數據準備與轉換
- 加載和清理現金流與薪酬數據
- 合併多個財務數據源(Excel、CSV、數據庫)
- 建立成本中心、員工和交易之間的關係
現金流報告
- 設計流入和流出跟蹤儀表板
- 創建用於淨現金流和流動性指標的DAX度量
- 可視化趨勢和累計餘額隨時間的變化
薪酬分析與可視化
- 構建薪酬績效儀表板
- 分析薪資、加班和扣款數據
- 部門和職位薪酬成本分析
預測與差異分析
- 應用預測指標進行現金流和薪酬預測
- 比較實際與計劃預算
- 用於決策支持的趨勢線和KPI差異可視化
交互式儀表板與報告
- 爲高管和HR利益相關者設計直觀的可視化
- 設置鑽取、切片器和過濾器以獲取深入洞察
- 安全發佈和共享交互式儀表板
實踐項目:端到端財務運營儀表板
- 將現金流和薪酬數據集合併到單個Power BI報告中
- 構建動態可視化和KPI卡片
- 使用講故事技巧展示發現
總結與下一步
最低要求
- 瞭解Power BI數據可視化和報告
- 具備處理財務或HR數據的經驗
- 熟悉Excel或類似電子表格工具
受衆
- 財務和薪酬分析師
- 會計師和HR專業人員
- 負責預算和現金流報告的經理
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
課程 - Power BI DAX Fundamentals
機器翻譯
討論我們的問題
Rr Dwi Putri Periska Sari - PT. Becton Dickinson Indonesia
課程 - 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
課程 - 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
課程 - 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.