课程大纲
Power BI中的财务运营分析入门
- 现金流和薪酬分析概述
- 为运营报告构建数据集
- HR和财务的关键财务比率和指标
数据准备与转换
- 加载和清理现金流与薪酬数据
- 合并多个财务数据源(Excel、CSV、数据库)
- 建立成本中心、员工和交易之间的关系
现金流报告
- 设计流入和流出跟踪仪表板
- 创建用于净现金流和流动性指标的DAX度量
- 可视化趋势和累计余额随时间的变化
薪酬分析与可视化
- 构建薪酬绩效仪表板
- 分析薪资、加班和扣款数据
- 部门和职位薪酬成本分析
预测与差异分析
- 应用预测指标进行现金流和薪酬预测
- 比较实际与计划预算
- 用于决策支持的趋势线和KPI差异可视化
交互式仪表板与报告
- 为高管和HR利益相关者设计直观的可视化
- 设置钻取、切片器和过滤器以获取深入洞察
- 安全发布和共享交互式仪表板
实践项目:端到端财务运营仪表板
- 将现金流和薪酬数据集合并到单个Power BI报告中
- 构建动态可视化和KPI卡片
- 使用讲故事技巧展示发现
总结与下一步
要求
- 了解Power BI数据可视化和报告
- 具备处理财务或HR数据的经验
- 熟悉Excel或类似电子表格工具
受众
- 财务和薪酬分析师
- 会计师和HR专业人员
- 负责预算和现金流报告的经理
客户评论 (5)
内容很艰难,但我必须付出的额外努力说明我更好地记住和理解 Power BI。
Melvin - TLI Group
课程 - Power BI DAX Fundamentals
机器翻译
讨论我们的问题
Rr Dwi Putri Periska Sari - PT. Becton Dickinson Indonesia
课程 - Power BI for Developers
机器翻译
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
课程 - 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
课程 - 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.