適用於 Power BI 的 IT 支出分析範例:觀看導覽IT Spend Analysis sample for Power BI: Take a tour

IT 支出分析範例內容套件包含儀表板、報表和資料集,用來分析 IT 部門的計劃與實際成本。The IT Spend Analysis sample content pack contains a dashboard, report, and dataset that analyzes the planned vs. actual costs of an IT department. 這項比較可幫助我們了解公司的年度計畫是否得當,並可針對大大偏離計畫的領域進行調查。This comparison helps us understand how well the company planned for the year and investigate areas with huge deviations from the plan. 此範例中的公司,會經歷一年一度的計畫週期,然後按季產出新的最新估計 (LE) 來協助分析 IT 支出於會計年度的變化。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.

IT 支出分析範例的儀表板

此範例是系列中的一部分,說明您可如何使用 Power BI 的商業導向資料、報表與儀表板。This sample is part of a series that shows how you can use Power BI with business-oriented data, reports, and dashboards. 它是由 obviEnce 使用真實資料 (已匿名化) 所建立。It was created by obviEnce with real data, which has been anonymized. 資料會以數種格式提供:內容套件、.pbix Power BI Desktop 檔案,或 Excel 活頁簿。The data is available in several formats: content pack, .pbix Power BI Desktop file, or Excel workbook. 請參閱 Power BI 範例See Samples for Power BI.

此教學課程探索 Power BI 服務中的 IT 支出分析範例內容套件。This tutorial explores the IT Spend Analysis sample content pack in the Power BI service. 因為 Power BI Desktop 和服務中報表的使用體驗皆非常類似,因此您也可以在 Power BI Desktop 中使用範例 .pbix 檔案來進行教學課程。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.

您不需要 Power BI 授權,即可在 Power BI Desktop 中瀏覽範例。You don't need a Power BI license to explore the samples in Power BI Desktop. 如果您沒有 Power BI Pro 授權,則可以將範例儲存到 Power BI 服務中的 [我的工作區]。If you don't have a Power BI Pro license, you can save the sample to your My Workspace in the Power BI service.

取得範例Get the sample

您必須先將範例下載為內容套件.pbix 檔案Excel 活頁簿,才能使用範例。Before you can use the sample, you must first download it as a content pack, .pbix file, or Excel workbook.

取得此範例的內容套件Get the content pack for this sample

  1. 開啟 Power BI 服務 (app.powerbi.com) 並登入,然後開啟您要儲存範例的工作區。Open the Power BI service (app.powerbi.com), sign in, and open the workspace where you want to save the sample.

    如果您沒有 Power BI Pro 授權,則可以將範例儲存到 [我的工作區]。If you don't have a Power BI Pro license, you can save the sample to your My Workspace.

  2. 在左下角選取 [取得資料] 。In the bottom-left corner, select Get Data.

    選取 [取得資料]

  3. 在顯示的 [取得資料] 頁面上,選取 [範例] 。On the Get Data page that appears, select Samples.

  4. 選取 [IT 支出分析範例] ,然後選擇 [連線] 。Select IT Spend Analysis Sample, then choose Connect.


  5. Power BI 會匯入內容套件,然後將新儀表板、報表和資料集新增至您目前的工作區。Power BI imports the content pack and then adds a new dashboard, report, and dataset to your current workspace.

    IT 支出分析範例項目

取得此範例的 .pbix 檔案Get the .pbix file for this sample

或者,您可以將 IT 支出分析範例下載為 .pbix 檔案,其設計目的是要用於 Power BI Desktop。Alternatively, you can download the IT Spend Analysis sample as a .pbix file, which is designed for use with Power BI Desktop.

取得此範例的 Excel 活頁簿Get the Excel workbook for this sample

如果您想要檢視此範例的資料來源,其也有可用的 Excel 活頁簿 格式。If you want to view the data source for this sample, it's also available as an Excel workbook. 活頁簿包含的 Power View 工作表可供您檢視及修改。The workbook contains Power View sheets that you can view and modify. 若要查看未經處理資料,請啟用「資料分析」增益集,然後選取 [Power Pivot] > [管理] 。To see the raw data, enable the Data Analysis add-ins, and then select Power Pivot > Manage. 若要啟用 Power View 和 Power Pivot 增益集,請參閱從 Excel 本身檢視 Excel 範例以了解詳情。To enable the Power View and Power Pivot add-ins, see Take a look at the Excel samples from inside Excel itself for details.

IT 支出分析範例的儀表板IT Spend Analysis Sample dashboard

儀表板左邊有兩個數字的圖格,[浮動計畫 %] 和 [最新估計差異 % 第 3 季] ,針對計畫與最新一季估計 (LE3 = 最新第 3 季估計) 的表現提供概觀。The two numbers tiles on the left of the dashboard, Var Plan % and Variance Latest Estimate % Quarter 3, give us an overview of how well we're doing against the plan and against the latest quarterly estimate (LE3 = latest estimate quarter 3). 整體上我們落後計畫 6%。Overall, we're about 6% off the plan. 讓我們一起從時間點、地點及商品類別來了解造成此差異的原因。Let’s explore the cause of this variance: when, where, and in which category.

[YTD IT 支出趨勢分析] 頁面YTD IT Spend Trend Analysis page

當您選取 [依銷售區域的 Var 方案 %] 儀表板圖格時,它會顯示 IT 支出分析範例報表的 [YTD IT 支出趨勢分析] 頁面。When you select the Var Plan % by Sales Region dashboard tile, it displays the YTD IT Spend Trend Analysis page of the IT Spend Analysis Sample report. 我們可以一眼看出我們在美國和歐洲有正差異,而在加拿大、拉丁美洲和澳洲有負差異。At a glance, we see that we have positive variance in the United States and Europe and negative variance in Canada, Latin America, and Australia. 美國約為 6% 正差異,而澳洲則約為 7% 負差異。The United States has about 6% +LE variance and Australia has about 7% -LE variance.

依銷售區域的 Var 方案 %

不過,如果只看此圖表就做出結論恐怕會產生誤導。However, just looking at this chart and drawing conclusions can be misleading. 我們必須看看實際金額才能洞悉狀況。We need to look at actual dollar amounts to put things in perspective.

  1. 在 [依銷售區域的 Var 方案 %] 圖表中選取 [澳洲和紐西蘭] ,然後觀察 [依 IT 領域的 Var 方案] 圖表。Select Aus and NZ in the Var Plan % by Sales Region chart, and then observe the Var Plan by IT Area chart.

    [YTD IT 支出趨勢分析] 頁面

  2. 現在請選取 美國Now select USA. 請注意,在我們的整體支出中,澳洲和紐西蘭相較於美國只占極小部分。Notice that Australia and New Zealand are a very small part of our overall spending as compared to the United States.

    接下來,讓我們來探討美國的哪一類商品造成差異。Next, let’s explore which category in the USA is causing the variance.

針對資料提問Ask questions of the data

  1. 選取導覽窗格頂端的 [IT 費用分析範例] ,返回範例儀表板。Select IT Spend Analysis Sample in the top nav pane to return to the sample dashboard.

  2. 選取 [詢問資料相關問題] 。Select Ask a question about your data.

  3. 從左側的 [入門問題] 清單,選取 [何謂依 IT 領域的方案] 。From the Questions to get you started list on the left side, select what is the plan by IT area.

    依 IT 領域的方案圖表

  4. 在問與答方塊中,清除先前的項目,並輸入 show IT areas, var plan % and var le3 % bar chartIn the Q&A box, clear the previous entry and enter show IT areas, var plan % and var le3 % bar chart.

    依 IT 領域的 Var 方案 % 和 Var LE3 % 圖表

    在第一個 IT 領域,也就是 基礎結構中,請注意,初始的浮動方案與最新估計的浮動方案之間的百分比已有巨大差異。In the first IT area, Infrastructure, notice that the percentage has changed drastically between the initial variance plan and the variance plan latest estimate.

[依成本項目的 YTD 支出] 頁面YTD Spend by Cost Elements page

  1. 返回儀表板,並查看 [浮動方案 %、浮動最新估計 % - 第 3 季] 儀表板圖格。Return to the dashboard and look at the Variance Plan %, Variance Latest Estimate % - Quarter 3 dashboard tile.

    Var 方案 %、Var LE3 圖格

    請注意,基礎結構區域凸顯出對方案有很大的正差異。Notice that the Infrastructure area stands out with a large positive variance to the plan.

  2. 選取此圖格以開啟報表,並檢視 [依成本項目的 YTD 支出] 頁面。Select this tile to open the report and view the YTD Spend by Cost Elements page.

  3. 選取左下方 [依 IT 領域的 Var 方案 % 和 Var LE3 %] 圖表中的 [基礎結構] 長條,並觀察左下方 [依銷售區域的 Var 方案 %] 中的方案值。Select the Infrastructure bar in the Var Plan % and Var LE3 % by IT Area chart on the lower right, and observe the variance-to-plan values in the Var Plan % by Sales Region chart on the lower left.

    [依成本項目的 YTD 支出] 頁面

  4. 依序在 [成本項目群組] 交叉分析篩選器中選取每個名稱,來尋找差異最大的成本項目。Select each name in turn in the Cost Element Group slicer to find the cost element with the largest variance.

  5. 在選取 [其他] 的情況下,選取 [IT 領域] 交叉分析篩選器中的 [基礎結構] ,並選取 [IT 子領域] 交叉分析篩選器中的子領域,找出差異最大的子領域。With Other selected, select Infrastructure in the IT Area slicer and select subareas in the IT Sub Area slicer to find the subarea with the largest variance.

    請注意,[網路] 的大差異。Notice the large variance for Networking. 顯然公司決定提供員工電話服務做為福利,即使這項措施未經規劃也一樣。Apparently the company decided to give its employees phone services as a benefit, even though this move was not planned for.

[方案變異分析] 頁面Plan Variance Analysis page

  1. 選取頁面底部的 [方案變異分析] 索引標籤。Select the Plan Variance Analysis tab on the bottom of the page.

  2. 在左側的 [依業務區域的 Var 方案和 Var 方案 %] 圖表中,選取 [基礎結構] 欄,反白顯示頁面其他部分的基礎結構業務區域值。In the Var Plan and Var Plan % by Business Area chart on the left, select the Infrastructure column to highlight infrastructure business area values in the rest of the page.

    [方案變異分析] 頁面

    請注意,在 [依月份和業務區域的 Var 方案 %] 圖表中,礎結構業務區域在二月開始正差異。Notice in the Var plan % by Month and Business Area chart that the infrastructure business area started a positive variance in February. 另外也請注意在與所有其他業務區域相較之下,該業務區域的方案差異值如何隨國家/地區產生變化。Also, notice how the variance-to-plan value for that business area varies by country, as compared to all other business areas.

  3. 使用右側的 [ IT 領域] 和 [IT 子領域] 交叉分析篩選器,來篩選頁面其餘部分的值,而不是探索資料。Use the IT Area and IT Sub Area slicers on the right to filter the values in the rest of the page and to explore the data.

編輯報表Edit the report

選取左上角的 [編輯報表] ,並在 [編輯檢視] 中探索:Select Edit Report in the upper-left corner to explore in Editing view:

  • 檢視頁面如何組成、每個圖表中的欄位,以及頁面上的篩選條件。See how the pages are made, the fields in each chart, and the filters on the pages.
  • 根據相同的資料新增頁面和圖表。Add pages and charts, based on the same data.
  • 變更每個圖表的視覺效果類型。Change the visualization type for each chart.
  • 將感興趣的圖表釘選至儀表板。Pin charts of interest to your dashboard.

後續步驟:連線到您的資料Next steps: Connect to your data

您可以在此環境盡情嘗試,因為您可以選擇不儲存您的變更。This environment is a safe one to play in, because you can choose not to save your changes. 但如果儲存了變更,您也可以隨時選取 [取得資料] 以取得此範例的新複本。But if you do save them, you can always select Get Data for a new copy of this sample.

希望此教學已讓您了解 Power BI 儀表板、問與答和報表能夠如何提供範例資料的見解。We hope this tour has shown how Power BI dashboards, Q&A, and reports can provide insights into sample data. 現在輪到您了,請連接到您自己的資料。Now it's your turn; connect to your own data. 您可以透過 Power BI 連接到各式各樣的資料來源。With Power BI, you can connect to a wide variety of data sources. 若要深入了解,請參閱開始使用 Power BI 服務To learn more, see Get started with the Power BI service.