Power BI 的 IT 支出分析範例教學IT Spend Analysis sample for Power BI: Take a tour

IT 支出分析內容套件 (儀表板、報表和資料集) 分析 IT 部門之計劃與實際成本的比較。The IT Spend Analysis content pack (dashboard, report, and dataset) analyze 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.

此範例是系列中的一部分,該系列說明您可如何使用 Power BI 的商業導向資料、報表及儀表板。This sample is part of a series that illustrates how you can use Power BI with business-oriented data, reports and dashboards. 此為來自 obviEnce 的匿名真實資料 (http://obvience.com/)。This is real data from obviEnce (http://obvience.com/) that has been anonymized.

注意

您可以只下載此範例的資料集 (Excel 活頁簿)You can download just the dataset (Excel workbook) for this sample. 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. 若要查看未經處理的資料,To see the raw data. 請選取 [Power Pivot] > [管理]。select Power Pivot > Manage.

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

儀表板上具有兩個數字的磚, 浮動計畫 %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 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). 整體上我們落後計畫 6%。Overall we are 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 which category?

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

選取 [依銷售區域的浮動計畫 %] 儀表板磚,會引導您至「IT 支出分析範例」報表的 [IT 支出趨勢分析] 頁面。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. 在此一眼就可看出我們在美國及歐洲為正差異,加拿大、拉丁美洲地區和澳洲則為負差異。We see at a glance that we have positive variance in US and Europe and negative variance in Canada, Latin America, and Australia. 美國的最新估計約為 6% 正差異,而澳洲的最新估計則約為 7% 的負差異。US had about 6% +LE variance and Australia has about 7% -LE variance.

但如果只看此圖表就做出結論恐怕會產生誤導。But 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「依銷售區域的浮動計畫 %」圖表中選取澳洲和紐西蘭,並觀察「IT 領域的浮動計畫」圖表。Select Aus and NZ in the Var Plan % by Sales Region chart, and observe Var Plan by IT Area chart.

  2. 現在請選取 美國Now select USA. 想必這樣您就了解了,與美國相較之下,澳洲只在我們整體支出中佔了非常小的一部分。You get the idea — Australia is a really small part of our overall spend as compared to US.

    所以我們已將範圍縮小至美國,接下來呢?So we narrowed it down to the USA, now what? 讓我們來探討美國的哪一類商品造成差異。Let’s explore which category in the USA is causing the variance.

針對資料提問Ask questions of the data

  1. 選取導覽列頂端的 [IT 費用分析範例],返回儀表板。Select IT Spend Analysis Sample in the top navigation bar to return to the Dashboards.
  2. 在問題方塊中輸入「顯示 IT 領域、浮動計畫 % 和最新第 3 季估計差異 % 長條圖」。In the question box, type “show IT areas, var plan % and var le3 % bar chart”.

    在第一個 IT 領域,也就是 基礎結構中,初始的浮動計畫與最新估計的浮動計畫之間的百分比已有巨大差異。In the first IT area, Infrastructure, 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

返回儀表板查看 [浮動計畫 %、最新第 3 季估計差異 %] 儀表板磚。Go back to the dashboard and look at the Var Plan %, Var LE3% dashboard tile.

即可看到基礎結構的極大計畫正差異。Infrastructure jumps out with huge positive variance to plan.

  1. 按一下此磚,移至「IT 支出分析範例」報表的 [依成本項目的 YTD 支出] 頁面。Click this tile to go to the “YTD Spend by Cost Elements” page of the IT Spend Analysis Sample report.
  2. 按一下左下方「依 IT 領域的浮動計畫 % 和最新第 3 季估計差異 %」圖表中的 [基礎結構] 長條,觀察左邊 [依銷售區域的浮動計畫 %] 中的計畫差異。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. 按一下交叉分析篩選器中每個成本項目群組的名稱,找出有很大差異的成本項目。Click the name of each Cost Element Group in the slicer to find the cost element with a large variance.
  4. 在選取 [其他] 的情況下,按一下 [IT 領域] 中的 [基礎結構] ,並按一下 [IT 子領域] 交叉分析篩選器中的子領域,找出具有最大差異的子領域。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.

    我們會看到 [網路] 中有很大的差異。We see a huge variance in Networking.

    顯然公司決定提供員工電話服務做為福利,不過這項措施未經規劃。Apparently the company decided to give its employees phone services as a benefit but this move was not planned for.

[計畫浮動分析] 頁面“Plan Variance Analysis” page

同樣在報表中,按一下報表底部的 [計畫浮動分析] 索引標籤,移至報表的第 3 頁。Still in the report, click the "Plan Variance Analysis" tab on the bottom of the report to go to page 3 of the report.

在左側的「依業務區域的浮動計畫和浮動計畫 %」組合式圖表中,按一下 [基礎結構] 欄,反白顯示頁面其他部分的基礎結構值。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.

請注意「依月份和業務區域的浮動計畫 %」圖表上的基礎結構,從二月開始有正差異且持續增加。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. 另外也請注意在與所有業務區域的值相較之下,基礎結構的計畫差異如何隨國家/地區產生變化。Also, notice how the variance to plan value for infrastructure varies by country, compared to the value for all business areas. 使用右側的 [ IT 領域] 和 [IT 子領域] 交叉分析篩選器篩選頁面其餘部分的值,而不是加以反白顯示。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. 按一下右側的其他 [IT 領域],以別種方式研究資料。Click the different IT Areas on the right to explore the data in another way. 您也可以按一下 [IT 子領域] 以該層級來檢視差異。You can also click IT Sub Areas and see the variance at that level.

編輯報表Edit the report

按一下左上角的 [編輯報表] ,並在 [編輯檢視] 中瀏覽。Click Edit Report in the upper-left corner and explore in Editing View.

  • 檢視頁面如何組成 – 每個圖表中的欄位、頁面上的篩選器See how the pages are made – the fields in each chart, 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
  • 將頁面釘選到您的儀表板Pin them to your dashboard

這是安全的作業環境。This is a safe environment to play in. 您一律可以選擇不儲存變更。You can always choose not to save your changes. 但如果儲存了變更,您也可以隨時移至 [取得資料],重新複製此範例。But if you do save them, you can always go to Get Data for a new copy of this sample.

下一步:連接到您的資料Next steps: Connect to your data

我們希望本教學已示範 Power BI 儀表板、問與答和報表如何讓您深入了解 IT 支出的資料。We hope this tour has shown how Power BI dashboards, Q&A, and reports can provide insights into IT spend data. 現在換您登場 — 連接到您自己的資料。Now it is 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. 深入了解開始使用 Power BI.Learn more about getting started with Power BI.