Power BI 的采购分析示例:教程Procurement Analysis sample for Power BI: Take a tour

“采购分析示例”概述Overview of the Procurement Analysis sample

此行业示例仪表板与基础报表按类别和位置来分析一家制造公司对供应商的花费。This industry sample dashboard and underlying report analyze a manufacturing company’s spending on vendors by category and location. 本示例探讨以下几方面:In the sample, we explore these areas:

  • 首选供应商有哪些Who the top vendors are
  • 我们在哪些类别上的支出最多What categories we spend most on
  • 哪些供应商给我们最高折扣以及在何时给我们最高折扣Which vendors give us the highest discount and when

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 (www.obvience.com) 的真实数据都已进行匿名处理。This is real data from obviEnce (www.obvience.com) that has been anonymized.

先决条件Prerequisites

必须先将示例下载为内容包、.pbix 文件或 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“采购分析示例”和“连接”。Select the Procurement 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.

我们先来看按类别和位置划分的支出趋势。Let’s first look for trends in spending by category and location.

  1. 在工作区中,打开“仪表板”选项卡并选择“采购分析”仪表板。From your workspace, open the Dashboards tab and select the Procurement Analysis dashboard.
  2. 选择仪表板磁贴按国家/地区划分的发票总计Select the dashboard tile Total Invoice by Country/Region. 它会打开“采购分析示例”报表的“支出概况”页面。It opens to the "Spend Overview" page of the “Procurement Analysis Sample” report.

请注意下列事项:Notice a few things:

  • 按月份和类别划分的发票总计折线图中:直接类别的支出相当一致,物流的支出高峰为十二月,而其他支出在二月有所激增。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.
  • 按国家/地区划分的发票总计地图中:我们大部分的支出都是在美国。In the Total Invoice by Country/Region map: Most of our spending is in the USA.
  • 按子类别划分的发票总计柱形图中:硬件间接货物与服务是最大的支出类别。In the Total Invoice by Sub Category column chart: Hardware and Indirect Goods & Services are the biggest spend categories.
  • 在“按层划分的发票总计”条形图中:我们大多数的业务都是与第 1 层(前 10 大)供应商合作完成的。In the Total Invoice by Tier bar chart: Most of our business is done with our Tier 1 (top 10) vendors. 这有助于更妥善地管理供应商关系。This helps in managing vendor relationships better.

墨西哥的支出Spending in Mexico

让我们来浏览墨西哥的支出部分。Let’s explore the spending areas in Mexico.

  1. 在饼图中,选择地图中的墨西哥气泡。In the pie chart, select the Mexico bubble in the map. 请注意,在“按子类别划分的发票总计”柱形图中,大部分项目都在间接货物与服务子类别中。Notice that in the “Total Invoice by Sub Category” column chart, most of it is in the Indirect Goods & Services sub category.

  2. 向下钻取到间接货物与服务列:Drill down into the Indirect Goods & Services column:

    • 选择图表右上角的向向下钻取箭头 Select the drill-down arrow in the upper-right corner of the chart.
    • 选择间接货物与服务列。Select the Indirect Goods & Services column.

      到目前为止,此类别最大的支出是销售与市场营销。By far the biggest spend in this category overall is Sales & Marketing.

    • 在地图上再次选择墨西哥Select Mexico in the map again.

      在墨西哥,此类别最大的支出是维护与修复。The biggest spend in this category in Mexico is Maintenance & Repair.

  3. 选择图表左上角的向上箭头,以重新向上钻取。Select the up arrow on the upper-left corner of the chart to drill back up .
  4. 再次选择该箭头,即可关闭向下钻取。Select the arrow again to turn drill down off.
  5. 在顶部导航栏中选择“Power BI”以返回到工作区。Select Power BI in the top navigation bar to return to your workspace.

评估不同的城市Evaluate different cities

我们可以使用突出显示来评估不同的城市。We can use highlighting to evaluate different cities.

  1. 选择仪表板磁贴按月份划分的发票总计与折扣百分比Select the dashboard tile Total Invoice, Discount % By Month. 报表会打开“折扣分析”页面。The report opens to the “Discount Analysis” page.
  2. 按城市划分的发票总计树状图中选择不同的城市,以查看城市的比较结果。Select the different cities in the Total Invoice by City treemap, to see how they compare. 几乎所有迈阿密的发票都来自第 1 层供应商。Almost all of Miami’s invoices are from Tier 1 vendors.

供应商折扣Vendor discounts

接着,我们来探索供应商提供的折扣和我们获得最多折扣的时间段。Let’s also explore the discounts available from vendors, and the time periods when we get most discounts.

具体来说,就是讨论这些问题:Specifically, these questions:

  • 各个月份的折扣是不同还是相同?Are discounts different month by month, or are discounts the same every month?
  • 部分城市的折扣比其他城市多吗?Do some cities get more discounts than others?

按月份划分的折扣Discount by month

查看按月份划分的发票总计与折扣百分比组合图时,我们发现二月是最繁忙的月份,而九月是最不忙的月份。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. 现在看一下这些月份期间的折扣百分比。Now look at the discount percent during these months. 我们发现当销售量增加时,折扣会减少;当销售量较少时,折扣就增加。Note that when volume goes up, the discount shrinks, and when volume is low, the discount goes up. 在我们越需要折扣时,交易反而越不划算。The more we need the discount, the worse deal we get.

按城市划分的折扣Discount by city

另一个要浏览的部分是按城市划分的折扣。Another area to explore is discount by city. 选择树状图中的每个城市,并查看其他图表有哪些变化。Select each city in the treemap and see how the other charts change.

  • 密苏里州圣路易斯的二月发票总计大增,并在四月因为折扣节省而大降。St. Louis, MO had a big spike in total invoice in February and a big dip in discount savings in April.
  • 墨西哥的墨西哥城享有最高折扣率 (11.05%),而佐治亚州的亚特兰大折扣率最低 (0.08%)。Mexico City, Mexico has the highest discount % (11.05%) and Atlanta, GA has the smallest (0.08%).

编辑报表Edit the report

选择左上角的编辑报表,并在“编辑视图”中浏览。Select Edit report in the upper-left corner and explore in Editing View.

  • 了解页面的组成部分See how the pages are made
  • 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
  • 更改图表的可视化效果类型(例如,将树状图更改为环形图)Change the visualization type for a chart – for example, change the treemap to a donut 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. 如果保存更改,则可以始终转到获取数据来获取本示例的新副本。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

我们希望本教程已经演示 Power BI 仪表板和报表如何帮助深入了解采购数据。We hope this tour has shown how Power BI dashboards and reports can provide insights into procurement data. 现在轮到你了 — 连接到你自己的数据。Now it’s 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.