Excel: Automating HR Payroll Reports with Power Query

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Last updated on January 17, 2025 2:34 am

Learn how to automate HR payroll reports using Microsoft Excel and Power Query. Streamline tasks, manage raw data efficiently, and create dynamic reports with PivotTables. Save time and impress stakeholders with accurate and timely reports. This hands-on course is designed for business and HR professionals, accountants, finance analysts, and students. Gain the skills to automate payroll reporting and be in control of budget and forecast exercises. Take action now to simplify and automate your HR payroll reporting process.

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Build a solid understanding of Microsoft Excel and Power Query to develop your own automated HR Payroll reportsStreamline recurring day to day tasks to automate payroll reports in a breezeStrategize on data flows for report automationIdentify and manage raw data efficiently including cleansing and transforming messy data into report friendly databaseCreate dynamic reports by mastering PivotTables skillLeverage on Power Query to expedite on data management activitiesBe in control of budget and forecast exercises on Personnel Cost with granular analysis and swift results if there is a change in budget assumptionsWow your stakeholders with your dynamic payroll reports that will ease Personnel Costs analysisWork efficiently, save time, no more working overtime and late nights for mundane recurring tasks. Time saved could be best channeled to value adding tasksTake actions to automate the HR Payroll reporting activities for a sustainable future!Are you working overtime, spending too much time on non value adding tasks to prepare reports?  You are looking for a hands-on, step by step course to help you automate your HR Payroll reporting?  Or are you looking for a course to simplify, automate and be in control of the budget and forecast process for Personnel Cost? You’ve found it here! Microsoft Excel: Automating HR Payroll Reports with Power Query is a custom-made online course for Business and Human Resources Professionals i.e. Compensation  Benefits Specialists, Payroll Professionals, Human Resources Professionals, Accountants, Finance Analysts, Accounts Executives, students, etc to automate the time consuming payroll reporting process.  The course is based on a Case Study developed to address various practical issues encounter during the preparation of monthly payroll reports, budget and forecast exercises.  It offers clear and simple ways to automate payroll reports using Pivot Tables and various tips and tricks in Power Query.  Once you have grasp the automation concept, you can easily replicate and apply it to other type of reporting as well.After completing this course, you will be able to:use Microsoft Excel and Power Query to automate the preparation of payroll reporting;learn Power Query and Pivot Tables skill required by Business and HR Professionals;save time from non value adding routine tasks and channel the time saved to perform more value adding analysis tasks;impress your bosses with timely and highly accurate reportsTeaching methodology:Video: 19 videos designed to explain the concept with practical step by step instructions to implement the automation of payroll reports using Microsoft Excel and Power QueryDownloadable Excel files: data, practice files and solutions used in each lecture Quizzes: To revise and confirm your understanding of each module learned The course has 5 Modules divided into 19 Lessons with 4.5 hours of video time.  You can download the working files to practice along.  There will be quizzes at the end of each module to assess your understanding of the lessons learned.The overview of the course is as follows: Module 1The objective of Module 1 is to learn how to manage messy raw data and mapping tables.  You will learn how to upload and cleanse data on staff listing and transform it into a database friendly format for ease of automation.  You will learn how to perform these tasks using Power Query.Lecture 1: IntroductionLecture 2: Load Transform Data: Staff ListLecture 3: Managing Mapping Tables – Part 1Lecture 4: Managing Mapping Tables – Part 2Module 2In this module, you will create a Payroll Calculator and manage the rules to calculate payroll.  You will learn how to easily automate the payroll reports with various formulas in just a few clicks of the buttons. Lecture 5: Merge Query: “Rules” To Payroll CalculatorLecture 6: Calculate Payroll Using Simple FormulaLecture 7: Calculate Payroll Using Conditional Formula – Part 1Lecture 8: Calculate Payroll Using Conditional Formula – Part 2Lecture 9: Calculate Payroll Using Conditional Formula – Part 3Lecture 10: Calculate Payroll Using Conditional Formula – {art 4Module 3The objective of Module 3 is to automate the creation of Payroll Analysis.  You will learn how to easily automate the create a dynamic payroll reports with just a few simple clicks.  Lecture 11: Creating Payroll AnalysisModule 4The objective of Module 4 is to automate the creation of Payroll Reports for Finance Department.  You will learn how to easily automate the create a dynamic payroll reports with just a few simple.  In this Module, you will also learn how to embed future months data into the Payroll Calculator which requires minimal maintenance.  You will see how easily it is to load new dataset into the model and appreciate thee time saved from automation.Lecture 12: Creating Payroll Reports for Finance DepartmentLecture 13: Update and Consolidate Monthly Payroll DataModule 5Module 5 is about creating and managing the budget and forecast exercises for Personnel Costs.  You will learn how to apply the concepts in Model 1 to 4 to budget and forecast processes.Lecture 14: Budget Forecast Exercises – Personnel Cost – Part 1Lecture 15: Budget Forecast Exercises – Personnel Cost – Part 2Lecture 16: Budget Forecast Exercises – Personnel Cost – Part 3Lecture 17: Budget Forecast Exercises – Personnel Cost – Part 4Lecture 18: Personnel Cost Analysis Using Pivot Tables – Part 1Lecture 19: Personnel Cost Analysis Using Pivot Tables – Part 2Take actions now to acquire skills that will elevates you from your competitors! Click the Buy Now button now to make change happens! Who this course is for:Business and Human Resources Professionals i.e. Payroll Human Resources Professionals, Compensation  Benefits Specialists, Accountants, Finance Analysts, Accounts Executives, students,) who use Microsoft Excel to analyze data and create reportsPeople who like to learn how to create interactive and dynamic reports with Microsoft ExcelPeople who are eager to save time by automating recurring and non value tasksGraduate students who aspire to become an efficient HR and payroll professionals, consultants etc.

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    Excel: Automating HR Payroll Reports with Power Query
    Excel: Automating HR Payroll Reports with Power Query
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