Excel: Automating HR Payroll Reports with Power Query

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 Professionalsi.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 reportsusing 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 reports

Teaching 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 Query

• Downloadable 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 1

The 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: Introduction

Lecture 2: Load & Transform Data: Staff List

Lecture 3: Managing Mapping Tables – Part 1

Lecture 4: Managing Mapping Tables – Part 2

Module 2

In 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 Calculator

Lecture 6: Calculate Payroll Using Simple Formula

Lecture 7: Calculate Payroll Using Conditional Formula – Part 1

Lecture 8: Calculate Payroll Using Conditional Formula – Part 2

Lecture 9: Calculate Payroll Using Conditional Formula – Part 3

Lecture 10: Calculate Payroll Using Conditional Formula – {art 4

Module 3

The 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 Analysis

Module 4

The 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 Department

Lecture 13: Update and Consolidate Monthly Payroll Data

Module 5

Module 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 1

Lecture 15: Budget & Forecast Exercises – Personnel Cost – Part 2

Lecture 16: Budget & Forecast Exercises – Personnel Cost – Part 3

Lecture 17: Budget & Forecast Exercises – Personnel Cost – Part 4

Lecture 18: Personnel Cost Analysis Using Pivot Tables – Part 1

Lecture 19: Personnel Cost Analysis Using Pivot Tables – Part 2

This course demonstrates the step-by-step process to simply and automate your payroll and personnel costs for both actuals and budget / forecast data in an easy-to-understand approach.    So, stop spending too much time doing repetitive and non-value tasks anymore.  You can easily create your own payroll in excel.

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Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!