I. Introduction
This report aims to create a Power BI digital dashboard for a banking payments/payroll system. The purpose of this dashboard is to provide HR and Finance Managers with easy access to key metrics and insights related to payroll expenses and payment processing.
II. Key Metrics
The following key metrics have been identified for this dashboard:
Total Payroll Expenses
Number of Payments Processed
Average Payment Size
Payment Processing Time
III. Data Sources
The following data sources will be used to populate the dashboard:
Payroll Data from Internal Systems
Payment Data from External Sources (banking APIs, third-party payment processors)
IV. User Groups
The dashboard will be designed to meet the needs of HR and Finance Managers.
V. Visualizations
The following visualizations will be used to display the key metrics and data:
Bar Charts to display Total Payroll Expenses and Number of Payments Processed
Line Graphs to display Average Payment Size and Payment Processing Time
VI. Dashboard Organization
The dashboard will be organized in the following way:
Separate Pages for Payroll and Payment Data
Filters for Users to Drill Down into Specific Areas
VII. Interactivity
The following interactivity will be included in the dashboard:
Drill-Downs to View Detailed Payroll and Payment Information
Filters and Slicers to Explore Data in More Detail
VIII. Branding
The dashboard will incorporate the following branding elements:
Use of the Bank's Logo and Color Scheme
Consistent Design Elements with Bank's Overall Brand Identity
IX. Testing and Refinement
The dashboard will be tested with HR and Finance Managers and refined based on their feedback.
X. Sample Data and Visuals
Please see below for sample data and visuals for the dashboard:
Sample Data
Sample Visuals
Bar Chart displaying Total Payroll Expenses and Number of Payments Processed:
Line Chart displaying Average Payment Size and Payment Processing Time:
Conclusion
In conclusion, this Power BI report design plan document outlines the key metrics, data sources, visualizations, dashboard organization, interactivity, branding, and testing and refinement for a banking payments/payroll digital dashboard. The sample data and visuals provided demonstrate how this dashboard can provide HR and Finance Managers with valuable insights and enable them to make informed decisions related to payroll expenses and payment processing.