Procurement Analysis sample for Power BI: Take a tour
Overview of the Procurement Analysis sample
This industry sample dashboard and underlying report analyze a manufacturing company’s spending on vendors by category and location. In the sample, we explore these areas:
- Who the top vendors are
- What categories we spend most on
- Which vendors give us the highest discount and when
This sample is part of a series that illustrates how you can use Power BI with business-oriented data, reports and dashboards. This is real data from obviEnce (www.obvience.com) that has been anonymized.
Get the content pack for this sample
- Open the Power BI service (app.powerbi.com) and log in.
In the bottom left corner select Get data.
On the Get Data page that appears, select the Samples icon.
Select the Procurement Analysis Sample, then choose Connect.
Power BI imports the content pack and adds a new dashboard, report, and dataset to your current workspace. The new content is marked with a yellow asterisk.
Get the .pbix file for this sample
Alternatively, you can download the sample as a .pbix file, which is designed for use with Power BI Desktop.
Get the Excel workbook for this sample
You can also download just the dataset (Excel workbook) for this sample. The workbook contains Power View sheets that you can view and modify. To see the raw data select Power Pivot > Manage.
Let’s first look for trends in spending by category and location.
- From your workspace, open the Dashboards tab and select the Procurement Analysis dashboard.
Select the dashboard tile Total Invoice by Country/Region. It opens to the "Spend Overview" page of the “Procurement Analysis Sample” report.
Notice a few things:
- In the Total Invoice by Month and Category line chart: The Direct category has pretty consistent spending, Logistics has a peak in December, and Other has a spike in February.
- In the Total Invoice by Country/Region map: Most of our spending is in the USA.
- In the Total Invoice by Sub Category column chart: Hardware and Indirect Goods & Services are the biggest spend categories.
- In the Total Invoice by Tier bar chart: Most of our business is done with our Tier 1 (top 10) vendors. This helps in managing vendor relationships better.
Spending in Mexico
Let’s explore the spending areas in Mexico.
In the pie chart, select the Mexico bubble in the map. Notice that in the “Total Invoice by Sub Category” column chart, most of it is in the Indirect Goods & Services sub category.
Drill down into the Indirect Goods & Services column:
- Select the drill-down arrow in the upper-right corner of the chart.
Select the Indirect Goods & Services column.
By far the biggest spend in this category overall is Sales & Marketing.
Select Mexico in the map again.
The biggest spend in this category in Mexico is Maintenance & Repair.
- Select the up arrow on the upper-left corner of the chart to drill back up .
- Select the arrow again to turn drill down off.
- Select Power BI in the top navigation bar to return to your workspace.
Evaluate different cities
We can use highlighting to evaluate different cities.
- Select the dashboard tile Total Invoice, Discount % By Month. The report opens to the “Discount Analysis” page.
Select the different cities in the Total Invoice by City treemap, to see how they compare. Almost all of Miami’s invoices are from Tier 1 vendors.
Let’s also explore the discounts available from vendors, and the time periods when we get most discounts.
Specifically, these questions:
- Are discounts different month by month, or are discounts the same every month?
- Do some cities get more discounts than others?
Discount by month
Looking at the Total Invoice and Discount % by Month combo chart, we see that February is the busiest month, and September the least busy month. Now look at the discount percent during these months. Note that when volume goes up, the discount shrinks, and when volume is low, the discount goes up. The more we need the discount, the worse deal we get.
Discount by city
Another area to explore is discount by city. Select each city in the treemap and see how the other charts change.
- St. Louis, MO had a big spike in total invoice in February and a big dip in discount savings in April.
- Mexico City, Mexico has the highest discount % (11.05%) and Atlanta, GA has the smallest (0.08%).
Edit the report
Select Edit report in the upper-left corner and explore in Editing View.
- See how the pages are made
- Add pages and charts based on the same data
- Change the visualization type for a chart – for example, change the treemap to a donut chart
- Pin them to your dashboard
This is a safe environment to play in. You can always choose not to save your changes. If you do save them, you can always go to Get Data for a new copy of this sample.
Next steps: Connect to your data
We hope this tour has shown how Power BI dashboards and reports can provide insights into procurement data. Now it’s your turn connect to your own data. With Power BI you can connect to a wide variety of data sources. Learn more about getting started with Power BI.