Power BI 的 IT 支出分析示例教程IT Spend Analysis sample for Power BI: Take a tour

“IT 支出分析示例”概述Overview of the IT Spend Analysis sample

IT 支出分析内容包(仪表板、报表和数据集)分析比较了 IT 部门的计划成本与实际成本。The IT Spend Analysis content pack (dashboard, report, and dataset) analyze the planned vs. actual costs of an IT department. 这种比较可以帮助我们了解公司年度计划的效果如何并调查与计划有巨大偏差的区域。This comparison helps us understand how well the company planned for the year and investigate areas with huge deviations from the plan. 在此示例中,公司将经历年度计划周期,然后分季度生成新的最新估计 (LE),以帮助分析过去财年中 IT 支出的变化。The company in this example goes through a yearly planning cycle, and then quarterly it produces a new Latest Estimate (LE) to help analyze changes in IT spend over the fiscal year.

此示例是一系列教程的一部分,该系列教程阐明如何将 Power BI 与面向业务的数据、报表及仪表板搭配使用。This sample is part of a series that illustrates how you can use Power BI with business-oriented data, reports and dashboards. 这些来自 obviEnce (http://obvience.com/) 的真实数据均已进行匿名处理。This is real data from obviEnce (http://obvience.com/) that has been anonymized.

先决条件Prerequisites

必须先将示例下载为内容包.pbix 文件Excel 工作簿,然后才能使用它。Before you can use the sample, you must first download it as a content pack, .pbix file, or Excel workbook.

获取内容包形式的此示例Get the content pack for this sample

  1. 打开并登录 Power BI 服务 (app.powerbi.com)。Open the Power BI service (app.powerbi.com) and log in.

  2. 在左下角,选择“获取数据”。In the bottom left corner select Get data.

  3. 在显示的“获取数据”页上选择“示例”图标。On the Get Data page that appears, select the Samples icon.

  4. 依次选择“IT 支出分析示例”和“连接”。Select the IT Spend Analysis Sample, then choose Connect.

    获取数据

  5. Power BI 导入内容包,并将新的仪表板、报表和数据集添加到当前工作区。Power BI imports the content pack and adds a new dashboard, report, and dataset to your current workspace. 新的内容会以黄色星号标记。The new content is marked with a yellow asterisk.

    星号

获取 .pbix 文件形式的此示例Get the .pbix file for this sample

也可以将此示例下载为 .pbix 文件,这是专为 Power BI Desktop 量身定制的文件格式。Alternatively, you can download the sample as a .pbix file, which is designed for use with Power BI Desktop.

获取 Excel 工作簿形式的此示例Get the Excel workbook for this sample

还可以针对此示例仅下载该数据集(Excel 工作簿)You can also download just the dataset (Excel workbook) for this sample. 该工作簿包含你可以查看和修改的 Power View 工作表。The workbook contains Power View sheets that you can view and modify. 若要查看原始数据,请选择“Power Pivot”>“管理”。To see the raw data select Power Pivot > Manage.

IT 支出分析示例仪表板The IT Spend Analysis Sample dashboard

仪表板上的两个数字磁贴,差额计划 %第 3 季度最新估计差额 %,为我们提供了和计划和最新的季度评估(LE3 = 第 3 季度最新估计)相比,我们的表现程度的概况。The two numbers tiles on the dashboard, the Var Plan % and Variance Latest Estimate % Quarter 3, give us an overview of how well we are doing against plan and against the Latest Qtr estimate (LE3 = Latest Estimate Quarter 3). 总体上,我们与计划大约有 6% 的差额。Overall we are about 6% off the plan. 让我们按时间、地点和类别研究一下导致此差额的原因。Let’s explore the cause of this variance – when, where, and which category?

“YTD IT 开支趋势分析”页“YTD IT Spend Trend Analysis” page

选择按销售地区的差额计划 % 仪表板磁贴将转到 IT 支出分析示例报表的“IT 支出趋势分析”页。Selecting the Var Plan % by Sales Region dashboard tile takes you to the “IT Spend Trend Analysis” page of the IT Spend Analysis Sample report. 一眼就可以看出我们在美国和欧洲为正差额,而在加拿大、拉丁美洲和澳大利则为负差额。We see at a glance that we have positive variance in US and Europe and negative variance in Canada, Latin America, and Australia. 美国最近估计约有 6% 的正差额,而澳大利亚最近估计约有 7% 的负差额。US had about 6% +LE variance and Australia has about 7% -LE variance.

但是,只凭查看此图表,就得出结论可能会产生误导。But just looking at this chart and drawing conclusions can be misleading. 我们需要查看实际的美元金额,才可透彻地了解状况。We need to look at actual dollar amounts to put things in perspective.

  1. 在“按销售地区划分的差额计划 (%)”图表中选择“澳大利亚和新西兰”,然后观察“按 IT 区域划分的差额计划”图表。Select Aus and NZ in the Var Plan % by Sales Region chart, and observe Var Plan by IT Area chart.

  2. 现在,请选择美国Now select USA. 这样你就了解了 - 与美国相比,澳大利亚真的只占了我们总体支出的很小一部分。You get the idea — Australia is a really small part of our overall spend as compared to US.

    因此我们把范围缩小到美国,下一步呢?So we narrowed it down to the USA, now what? 我们来探讨一下是美国的哪类商品造成了差额。Let’s explore which category in the USA is causing the variance.

提出有关数据的问题Ask questions of the data

  1. 在顶部导航栏中选择“IT 支出分析示例”以返回到仪表板。Select IT Spend Analysis Sample in the top navigation bar to return to the Dashboards.

  2. 在问题框中键入“显示 IT 区域、差额计划 % 和第 3 季度最新估计差额 % 条形图”。In the question box, type “show IT areas, var plan % and var le3 % bar chart”.

    在第一个 IT 区域 - 即基础结构中,初始差额计划和最新估计差额计划之间的百分比变化巨大。In the first IT area, Infrastructure, the percentage has changed drastically between the initial variance plan and the variance plan latest estimate.

“按成本元素的 YTD 支出”页“YTD Spend by Cost Elements” page

返回仪表板并查看差额计划 %,第 3 季度最新估计差额 % 仪表板磁贴。Go back to the dashboard and look at the Var Plan %, Var LE3% dashboard tile.

即可看到基础结构对计划具有极大的正差额。Infrastructure jumps out with huge positive variance to plan.

  1. 单击此磁贴以转到 IT 支出分析示例报表的“按成本元素的 YTD 支出”页。Click this tile to go to the “YTD Spend by Cost Elements” page of the IT Spend Analysis Sample report.

  2. 单击左下角的“按 IT 区域的差额计划 % 和第 3 季度最新估计差额 %”图表中的基础结构栏,并观察左侧的“按销售地区的差额计划 %”中相对于计划的差额。Click the Infrastructure bar in the “Var Plan % and Var LE3 % by IT Area” chart in the lower left, and observe the variance to plan in the "Var Plan % by Sales Region" to the left.

  3. 单击切片器中成本元素组的名称以查找具有较大差额的成本元素。Click the name of each Cost Element Group in the slicer to find the cost element with a large variance.

  4. 选择其他后,单击 IT 区域中的基础结构,并单击 IT 子区域切片器中的“子区域”以查找具有最大差额的子区域。With Other selected, click Infrastructure in the IT Area and click the sub areas in the IT Sub Area slicer to find the sub area with the largest variance.

    我们可以看到网络中存在巨大差额。We see a huge variance in Networking.

    显然,该公司决定为其雇员提供电话服务作为福利,但该措施并不在计划中。Apparently the company decided to give its employees phone services as a benefit but this move was not planned for.

“计划差额分析”页“Plan Variance Analysis” page

还是在该报表中,单击报表底部的“计划差额分析”选项卡以转到报表的第 3 页。Still in the report, click the "Plan Variance Analysis" tab on the bottom of the report to go to page 3 of the report.

在左侧“按业务区域的差额计划和差额计划 %”组合图表中,单击“基础结构”列以在该页的其余部分突出显示基础结构值。In the “Var Plan, and Var Plan % by Business Area” combo chart on the left, click the Infrastructure column to highlight infrastructure values in the rest of the page.

请注意,在“按月和业务区域的差额计划 %”图表中,基础结构约从 2 月开始有正差额,之后持续增加。Notice on the “Var plan% by Month and Business Area” chart that infrastructure started to have a positive variance around February and then it keeps increasing. 另外,请注意与所有业务区域的值相比,基础结构计划值的差额按国家浮动的方式。Also, notice how the variance to plan value for infrastructure varies by country, compared to the value for all business areas. 使用右侧“IT 区域”和“IT 子区域”切片器来筛选页面上剩余部分中的值,而不是将其突出显示。Use the “IT Area” and “IT Sub Areas” slicers on the right to filter the values in the rest of the page rather than highlighting them. 单击右侧的不同 IT 领域,以其他方法浏览数据。Click the different IT Areas on the right to explore the data in another way. 你还可以单击“IT 子区域”,然后查看该级别下的差额。You can also click IT Sub Areas and see the variance at that level.

编辑报表Edit the report

单击左上角的编辑报表,并在“编辑视图”中浏览。Click Edit Report in the upper-left corner and explore in Editing View.

  • 了解页面的组成部分,即每个图表中有哪些字段,每个页面上有哪些筛选器See how the pages are made – the fields in each chart, filters on the pages
  • 以相同的数据为依据添加页面和图表Add pages and charts based on the same data
  • 更改每个图表的可视化效果类型Change the visualization type for each chart
  • 将它们固定到仪表板Pin them to your dashboard

这是一个安全的试验环境。This is a safe environment to play in. 你可以始终选择不保存所做的更改。You can always choose not to save your changes. 但是,如果保存更改,则可以始终转到“获取数据”来获得本示例的新副本。But if you do save them, you can always go to Get Data for a new copy of this sample.

后续步骤:连接到你的数据Next steps: Connect to your data

我们希望本教程介绍了 Power BI 仪表板、问题解答和报表如何能够帮助深入了解 IT 支出数据。We hope this tour has shown how Power BI dashboards, Q&A, and reports can provide insights into IT spend data. 现在轮到你了 — 连接到你自己的数据。Now it is your turn — connect to your own data. 借助 Power BI,你可以连接到各种数据源。With Power BI you can connect to a wide variety of data sources. 了解 Power BI 入门的详细信息。Learn more about getting started with Power BI.