適用於 Power BI 的採購分析範例:觀看導覽Procurement Analysis sample for Power BI: Take a tour

採購分析範例內容套件包含儀表板、報表和資料集,用於依類別及地點分析製造公司在廠商上的支出。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. 本範例會探討以下幾方面:In the sample, we explore these areas:

  • 哪些是最熱門的廠商Who the top vendors are
  • 哪些類別花費最多What categories we spend the most on
  • 哪些廠商給我們最高的折扣以及何時提供折扣Which vendors give us the highest discount and when

採購分析範例的儀表板

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 服務中的採購分析範例內容套件。This tutorial explores the Procurement 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 [採購分析範例] ,然後選擇 [連線] 。Select Procurement Analysis Sample, and then choose Connect.

    連線至範例

  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.

    採購分析範例項目

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

或者,您可以將採購分析範例範例下載為 .pbix 檔案,其設計目的是要用於 Power BI Desktop。Alternatively, you can download the Procurement 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.

首先,我們先來看依類別和地點劃分的支出趨勢。First, let’s look for trends in spending by category and location.

  1. 在儲存範例的工作區中,開啟 [儀表板] 索引標籤,然後尋找 [採購分析範例] 儀表板並加以選取。In the workspace where you saved the sample, open the Dashboards tab, then find the Procurement Analysis Sample dashboard and select it.

  2. 選取儀表板圖格 [依國家/地區劃分的發票總計] ,這將開啟 [採購分析範例] 報表的 [支出概觀] 頁面。Select the dashboard tile, Total Invoice by Country/Region, which opens to the Spend Overview page of the Procurement Analysis Sample report.

    [支出概觀] 頁面

注意下列詳細資料:Note the following details:

  • 在 [依月份和類別劃分的發票總計] 折線圖中,[直接] 類別的支出一致,[物流] 的支出高峰為十二月,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 [依國家/地區劃分的發票總計] 地圖中,我們大部分的支出都是在美國。In the Total Invoice by Country/Region map, most of our spending is in the United States.
  • 在 [依子類別劃分的發票總計] 直條圖中,[硬體] 和 [間接商品與服務] 是最大的支出類別。In the Total Invoice by Sub Category column chart, Hardware and Indirect Goods & Services are the biggest spend categories.
  • 在 [依層級劃分的發票總計] 橫條圖中,我們大多數的業務都是與第 1 層 (前 10 大) 廠商合作完成。In the Total Invoice by Tier bar chart, most of our business is done with our tier 1 (top 10) vendors. 這麼做使我們能夠管理更好的廠商關係。Doing so enables us to manage better vendor relationships.

墨西哥的支出Spending in Mexico

讓我們來瀏覽墨西哥的支出部分。Let’s explore the spending areas in Mexico.

  1. 在 [依國家/地區劃分的發票總計] 地圖中,選取 [墨西哥] 泡泡。In the Total Invoice by Country/Region map, select the Mexico bubble. 請注意,在 [依子類別劃分的發票總計] 直條圖中,大部分費用都是在 [間接商品與服務] 子類別中。Notice that in the Total Invoice by Sub Category column chart, most spending is in the Indirect Goods & Services sub category.

    在 [支出概觀] 頁面中選取 [墨西哥]

  2. 向下鑽研間接貨物與服務資料行:Drill down into the Indirect Goods & Services column:

    • 在 [依子類別劃分的發票總計] 圖表中,選取圖表右上角的向下鑽研箭號 (向下鑽研箭號)。In the Total Invoice by Sub Category chart, select the drill-down arrow Drill-down arrow in the upper-right corner of the chart.

    • 選取間接貨物與服務資料行。Select the Indirect Goods & Services column.

      如您所見,到目前為止最高的支出是 [銷售與行銷] 子類別。As you can see, the highest spending by far is for the Sales & Marketing subcategory.

    • 在地圖上再次選取 墨西哥Select Mexico in the map again.

      對墨西哥而言,最大的支出是 [維護和修復] 子類別。For Mexico, the biggest spending is in the Maintenance & Repair subcategory.

      墨西哥的 [間接商品與服務] 向下切入

  3. 選取圖表左上角的向上箭號,以重新向上鑽研。Select the up arrow on the upper-left corner of the chart to drill back up.

  4. 再選取向下切入箭號,即可關閉向下鑽研。Select the drill-down arrow again to turn drill down off.

  5. 在頂端導覽窗格,選取 [採購分析範例] ,以返回儀表板。In the top nav pane, select Procurement Analysis Sample to return to the dashboard.

評估不同的城市Evaluate different cities

我們可以使用反白顯示來評估不同的城市。We can use highlighting to evaluate different cities.

  1. 選取儀表板圖格 [依月份劃分的發票總計與折扣百分比] ,這將開啟 [採購分析範例] 報表的 [折扣分析] 頁面。Select the dashboard tile, Total Invoice, Discount % By Month, which opens to the Discount Analysis page of the Procurement Analysis Sample report.

  2. 在 [依城市劃分的發票總計] 樹狀結構圖中,依次選取城市,以查看城市的比較結果。In the Total Invoice by City tree map, select each city in turn to see how they compare. 請注意,幾乎所有邁阿密的發票都是來自第 1 層廠商。Notice that almost all of Miami’s invoices are from tier 1 vendors.

    依層劃分的城市與折扣百分比

廠商折扣Vendor discounts

接著,我們來探索廠商提供的折扣和我們取得最多折扣的時間週期:Let’s also explore the discounts available from vendors, and the time periods when we get the most discounts:

  • 折扣是每月不同還是維持不變?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嗎?Do some cities get more discounts than others?

[折扣分析] 頁面

依月份的折扣Discount by month

如果您查看 [依月份劃分的發票總計與折扣百分比] 組合圖時,我們發現「二月」是最繁忙的月份而「九月」是最不忙碌的月份。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.

查看這幾個月的折扣百分比:當交易量增加時,折扣縮小,當交易量減少時,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. 在我們越需要折扣時,交易反而越不划算。The more we need the discount, the worse of a deal we get.

[依月份劃分的發票與折扣總計百分比] 圖表

依城市的折扣Discount by city

另一個要瀏覽的部分是依城市劃分的折扣。Another area to explore is the discount by city. 依次選取樹狀圖中的每個城市,並查看其他圖表有哪些變更:Select each city in turn in the tree map and see how the other charts change:

  • 聖路易的二月發票總計大增,並在四月因為折扣節省而大降。St. Louis had a large spike in total invoices in February and a large dip in discount savings in April.
  • 墨西哥市享有最高折扣率 (11.05%),而亞特蘭大折扣率最低 (0.08%)。Mexico City has the highest discount percentage (11.05%) and Atlanta has the smallest (0.08%).

墨西哥城的折扣圖

編輯報表Edit the report

選取左上角的 [編輯報表] ,並在 [編輯檢視] 中瀏覽:Select Edit report in the upper-left corner and explore in Editing view:

  • 了解如何製作頁面。See how the pages are made.
  • 根據相同的資料加入頁面和圖表。Add pages and charts based on the same data.
  • 變更圖表的視覺效果類型,例如將樹狀圖變更為環圈圖。Change the visualization type for a chart; for example, change the tree map to a donut chart.
  • 將圖表釘選到您的儀表板。Pin charts 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.