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

採購分析範例概觀Overview of the Procurement Analysis sample

此產業儀表板範例以及基礎報表,會依類別及地點來分析一家製造公司對廠商的花費。This industry sample dashboard and underlying report analyze 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 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

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 (www.obvience.com)This is real data from obviEnce (www.obvience.com) that has been anonymized.


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。Open the Power BI service (app.powerbi.com) and log in.
  2. 在左下角選取 [取得資料]。In the bottom left corner select Get data.

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

  4. 選取 [採購分析範例],然後選擇 [連線]。Select the Procurement Analysis Sample, then choose Connect.


  5. Power BI 會匯入內容套件,並將新的儀表板、報表及資料集新增到您目前的工作區。Power BI imports the content pack and adds a new dashboard, report, and dataset to your current workspace. 新的內容會以黃色星號標示。The new content is marked with a yellow asterisk.


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

或者,您可以下載此範例為 .pbix 檔案,其設計目的是要用於 Power BI Desktop。Alternatively, you can download the 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

您也可以只下載此範例的資料集 (Excel 活頁簿)You can also 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,請選取 [Power Pivot] > [管理]。To see the raw data select Power Pivot > Manage.

我們先來看依類別和地點區分的支出趨勢。Let’s first look for trends in spending by category and location.

  1. 從工作區中,開啟 [儀表板] 索引標籤,然後選取 [採購分析] 儀表板。From your workspace, open the Dashboards tab and select the Procurement Analysis dashboard.
  2. 選取儀表板圖格 [依國家/地區的發票總計] 。Select the dashboard tile Total Invoice by Country/Region. 它會開啟 [採購分析範例] 報表的 [支出概觀] 頁面。It opens to the "Spend Overview" page of the “Procurement Analysis Sample” report.

請注意下列事項:Notice a few things:

  • 在 [ 依月份和類別目錄的發票總計 ] 折線圖:[ 直接 ] 類別的支出相當一致,[ 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 pretty consistent spending, Logistics has a peak in December, and Other has a spike in February.
  • 在 [ 依國家/地區的發票總計 ] 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 USA.
  • 在 [依子類別目錄的發票總計] 直條圖中:[硬體] 和 [間接貨物與服務] 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. 這有助於更妥善管理廠商合作關係。This helps in managing vendor relationships better.

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. 在圓形圖中,選取地圖中的墨西哥泡泡。In the pie chart, select the Mexico bubble in the map. 請注意,在「依子類別目錄的發票總計」直條圖中,大部分項目都是在間接貨物與服務子類別中。Notice that in the “Total Invoice by Sub Category” column chart, most of it is in the Indirect Goods & Services sub category.

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

    • 在圖表右上角的選取向下鑽研箭號 Select the 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.

      截至目前為止,此類別最大的支出是銷售與行銷。By far the biggest spend in this category overall is Sales & Marketing.

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

      在墨西哥,此類別最大的支出是維護和修復。The biggest spend in this category in Mexico is Maintenance & Repair.

  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. 再選取一次箭號,即可關閉向下鑽研。Select the arrow again to turn drill down off.
  5. 選取上方導覽列的 [Power BI],返回儀表板。Select Power BI in the top navigation bar to return to your workspace.

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 [依月份的發票總計與折扣百分比] 。Select the dashboard tile Total Invoice, Discount % By Month. 報表會開啟 [折扣分析] 頁面。The report opens to the “Discount Analysis” page.
  2. 在 [ 依城市的發票總計 ] 矩形式樹狀結構圖中,選取不同城市,查看城市的比較結果。Select the different cities in the Total Invoice by City treemap, to see how they compare. 幾乎所有邁阿密的發票都是來自第 1 層供應商。Almost all of Miami’s invoices are from Tier 1 vendors.

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 most discounts.

具體來說,就是討論這些問題:Specifically, these questions:

  • 各個月份的折扣不同嗎?還是每個月的折扣都相同?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嗎?Do some cities get more discounts than others?

依月份的折扣Discount by month

查看 [ 依月份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。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. 現在看一下這些月份期間的折扣百分比。Now look at the discount percent during these months. 我們發現到當銷售量增加時,折扣會減少;當銷售量較少時,折扣就增加。Note that when volume goes up, the discount shrinks, and when volume is low, the discount goes up. 在我們越需要折扣時,交易反而越不划算。The more we need the discount, the worse deal we get.

依城市的折扣Discount by city

另一個要瀏覽的部分是依城市的折扣。Another area to explore is discount by city. 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 the treemap and see how the other charts change.

  • 密蘇里州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, MO had a big spike in total invoice in February and a big dip in discount savings in April.
  • 墨西哥的墨西哥市享有最高折扣率 (11.05%),而喬治亞州的亞特蘭大折扣率最低 (0.08%)。Mexico City, Mexico has the highest discount % (11.05%) and Atlanta, GA has the smallest (0.08%).

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
  • 根據相同的資料新增頁面和圖表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 treemap to a donut 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. 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。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 儀表板和報表如何讓您深入了解採購的資料。We hope this tour has shown how Power BI dashboards and reports can provide insights into procurement data. 現在輪到您了 — 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. 深入了解開始使用 Power BI.Learn more about getting started with Power BI.