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

“采购分析示例”内容包包含一个仪表板、报告和数据集,按类别和位置分析制造公司对供应商的支出。The Procurement Analysis sample content pack contains a dashboard, report, and dataset that analyzes 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 the 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

采购分析示例仪表板

此示例是一系列示例的一部分,展示了如何将 Power BI 与面向业务的数据、报表和仪表板结合使用。This sample is part of a series that shows how you can use Power BI with business-oriented data, reports, and dashboards. 它是使用 obviEnce 依据真实数据(已经过匿名处理)进行创建的。It was created by obviEnce with real data, which has been anonymized. 数据可采用以下几种格式:内容包、.pbix Power BI Desktop 文件或 Excel 工作簿。The data is available in several formats: content pack, .pbix Power BI Desktop file, or Excel workbook. 请参阅用于 Power BI 的示例See Samples for Power BI.

本教程探讨了 Power BI 服务中的采购分析示例内容包。This tutorial explores the Procurement Analysis sample content pack in the Power BI service. 由于报表体验在 Power BI Desktop 和服务中非常相似,因此也可以使用 Power BI Desktop 中的示例 .pbix 文件跟着本教程一起操作。Because the report experience is similar in Power BI Desktop and in the service, you can also follow along by using the sample .pbix file in Power BI Desktop.

不需要 Power BI 许可证即可在 Power BI Desktop 中查看示例。You don't need a Power BI license to explore the samples in Power BI Desktop. 如果没有 Power BI Pro 许可证,可以将该示例保存到 Power BI 服务中的“我的工作区”。If you don't have a Power BI Pro license, you can save the sample to your My Workspace in the Power BI service.

获取示例Get the sample

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),然后打开要在其中保存此示例的工作区。Open the Power BI service (app.powerbi.com), sign in, and open the workspace where you want to save the sample.

    如果没有 Power BI Pro 许可证,可以将该示例保存到“我的工作区”。If you don't have a Power BI Pro license, you can save the sample to your My Workspace.

  2. 选择左下角的“获取数据” 。In the bottom-left corner, select Get Data.

    选择“获取数据”

  3. 在随即显示的“获取数据” 页上,选择“示例” 。On the Get Data page that appears, select Samples.

  4. 依次选择“采购分析示例” 和“连接” 。Select Procurement Analysis Sample, and then choose Connect.

    连接到示例

  5. 此时,Power BI 导入内容包,然后向当前工作区添加新的仪表板、报表和数据集。Power BI imports the content pack, and then adds a new dashboard, report, and dataset to your current workspace.

    采购分析示例条目

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

也可以将此采购分析示例下载为 .pbix 文件,这是专用于 Power BI Desktop 的文件格式。Alternatively, you can download the Procurement Analysis 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

若要查看此示例的数据源,还可以将它下载为 Excel 工作簿If you want to view the data source for this sample, it's also available as an Excel workbook. 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,请启用“数据分析”加载项,再依次选择“Power Pivot”>“管理” 。To see the raw data, enable the Data Analysis add-ins, and then select Power Pivot > Manage. 若要启用 Power View 和 Power Pivot 加载项,请参阅从 Excel 本身内查看 Excel 示例,以了解详细信息。To enable the Power View and Power Pivot add-ins, see Take a look at the Excel samples from inside Excel itself for details.

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

  1. 在保存示例的工作区中,打开“仪表板” 选项卡,然后找到“采购分析示例” 仪表板,并选择它。In the workspace where you saved the sample, open the Dashboards tab, then find the Procurement Analysis Sample dashboard and select it.

  2. 选择仪表板磁贴,“按国家/地区划分的发票总计” ,将打开“采购分析示例” 报表的“支出概况” 页。Select the dashboard tile, Total Invoice by Country/Region, which opens to the Spend Overview page of the Procurement Analysis Sample report.

    “支出概况”页

请注意下列详细信息:Note the following details:

  • 在“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 consistent spending, Logistics has a peak in December, and Other has a spike in February.
  • 在“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 United States.
  • 在“按子类别划分的发票总计” 柱形图中,“硬件” 和“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. 这样做使我们能够管理更好的供应商关系。Doing so enables us to manage better vendor relationships.

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“按国家/地区划分的发票总计” 地图中,选择“墨西哥” 气泡。In the Total Invoice by Country/Region map, select the Mexico bubble. 请注意,在“按子类别划分的发票总计” 柱形图中,大部分支出都在“间接货物与服务” 子类别中。Notice that in the Total Invoice by Sub Category column chart, most spending is in the Indirect Goods & Services sub category.

    在“支出概况”页中选择“墨西哥”

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

    • 在“按子类别划分的发票总计” 图表中,选择图表右上角的向下钻取箭头向下钻取箭头In the Total Invoice by Sub Category chart, select the drill-down arrow 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.

      如你所见,目前为止最高支出为“销售和市场营销” 子类别。As you can see, the highest spending by far is for the Sales & Marketing subcategory.

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

      对于墨西哥,最大支出为“维护与修复” 子类别。For Mexico, the biggest spending is in the Maintenance & Repair subcategory.

      墨西哥“间接货物与服务”向下钻取

  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. 再次选择向下钻取箭头,即可关闭向下钻取。Select the drill-down arrow again to turn drill down off.

  5. 在顶部导航栏中选择“采购分析示例” 以返回到仪表板。In the top navigation bar, select Procurement Analysis Sample to return to the dashboard.

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、折扣百分比” ,将打开“采购分析示例” 报表的“折扣分析” 页。Select the dashboard tile, Total Invoice, Discount % By Month, which opens to the Discount Analysis page of the Procurement Analysis Sample report.

  2. 在“按城市划分的发票总计” 树状图中,依次选择每个城市,以查看城市的比较结果。In the Total Invoice by City tree map, select each city in turn to see how they compare. 请注意,几乎所有迈阿密的发票都来自第 1 层供应商。Notice that almost all of Miami’s invoices are from tier 1 vendors.

    按层划分的城市和折扣百分比

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 the most discounts:

  • 每个月的折扣是不同的还是保持不变?Are the discounts different each month or do they remain the same?
  • 部分城市的折扣比其他城市多吗?Do some cities get more discounts than others?

“折扣分析”页

按月份划分的折扣Discount by month

如果查看“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。If you look at the Total Invoice and Discount % by Month combo chart, we see that February is the busiest month, and September is the least busy month.

查看这些月份期间的折扣百分比:当交易量增加时,折扣减少,当交易量减少时,折扣增加。Look at the discount percent during these months: when volume increases, the discount shrinks, and when volume is low, the discount increases. 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 of a deal we get.

按月份划分的发票总计和折扣百分比图表

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 the discount by city. 依次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 turn in the tree map and see how the other charts change:

  • 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 had a large spike in total invoices in February and a large dip in discount savings in April.
  • 墨西哥城享有最高折扣率 (11.05%),而亚特兰大折扣率最低 (0.08%)。Mexico City has the highest discount percentage (11.05%) and Atlanta has the smallest (0.08%).

墨西哥城折扣关系图

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:

  • 了解如何制作页面。See how the pages are made.
  • 根据相同的数据添加页面和图表。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 tree map to a donut chart.
  • 将图表固定到仪表板。Pin charts to your dashboard.

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

可以在此环境中安全操作,因为能够选择不保存更改。This environment is a safe one to play in, because you can choose not to save your changes. 不过,如果确实保存了更改,可随时选择“获取数据” 来获取此示例的新副本。But if you do save them, you can always select Get Data for a new copy of this sample.

我们希望本教程已经演示 Power BI 仪表板、问答和报表如何能够帮助深入了解示例数据。We hope this tour has shown how Power BI dashboards, Q&A, and reports can provide insights into sample data. 现在轮到你了;立即连接到你自己的数据。Now it's your turn; connect to your own data. 借助 Power BI,可以连接到各种数据源。With Power BI, you can connect to a wide variety of data sources. 若要了解详细信息,请参阅 Power BI 服务入门To learn more, see Get started with the Power BI service.