適用於 Power BI 的零售分析範例:觀看導覽Retail Analysis sample for Power BI: Take a tour

零售分析範例內容套件包含儀表板、報表和資料集,用於分析跨多個門市和區域銷售之商品的零售銷售資料。The Retail Analysis sample content pack contains a dashboard, report, and dataset that analyzes retail sales data of items sold across multiple stores and districts. 計量會比較今年與去年的各種表現:銷售量、單位、毛利率和變異數,以及新門市分析。The metrics compare this year’s performance to last year’s for sales, units, gross margin, and variance, as well as new-store analysis.

零售分析範例的儀表板

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 服務中的零售分析範例內容套件。This tutorial explores the Retail 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 [零售分析範例] ,然後選擇 [連線] 。Select Retail 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.

    零售分析範例項目

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

或者,您可以將零售分析範例下載為 .pbix 檔案,其設計目的是要用於 Power BI Desktop。Alternatively, you can download the Retail 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.

進入儀表板,然後開啟報表Start on the dashboard and open the report

  1. 在儲存範例的工作區中,開啟 [儀表板] 索引標籤,然後尋找 [零售分析範例] 儀表板並加以選取。In the workspace where you saved the sample, open the Dashboards tab, then find the Retail Analysis Sample dashboard and select it.

  2. 在儀表板上,選取 [新門市和現有門市的門市總計] 圖格,該圖格將開啟至零售分析範例報表中的 [銷售門市概觀] 頁面。On the dashboard, select the Total Stores New & Existing Stores tile, which opens to the Store Sales Overview page in the Retail Analysis Sample report.

    [商店數總計] 磚

    在此報表頁面上,您會看到我們共有 104 家門市,其中 10 家是新門市。On this report page, you see we have a total of 104 stores, 10 of which are new. 我們有兩種連鎖店:Fashions Direct 和 Lindseys。We have two chains, Fashions Direct and Lindseys. Fashions Direct 的門市通常比較大。Fashions Direct stores are larger, on average.

  3. 在 [依連鎖店劃分的本年度銷售量] 圓形圖中,選取 [Fashion Direct] 。In the This Year Sales by Chain pie chart, select Fashions Direct.

    [依連鎖店劃分的本年度銷售量] 圖表

    請注意 [總銷售額差異百分比] 泡泡圖中的結果:Notice the result in the Total Sales Variance % bubble chart:

    [總銷售差異百分比] 圖表

    FD-01 區有每平方英呎最高的平均銷售額,FD-02 區與去年相比的總銷售額差異最低。The FD-01 district has the highest average Sales per Square Foot and FD-02 has the lowest Total Sales Variance compared to last year. FD-03 區和 FD-04 區的整體表現最差。FD-03 and FD-04 are worst performers overall.

  4. 選取個別泡泡或其他圖表,即可查看交叉醒目提示,呈現您選取範圍的影響。Select individual bubbles or other charts to see cross highlighting, revealing the impact of your selections.

  5. 若要返回儀表板,請從頂端導覽窗格選取 [零售分析範例] 。To return to the dashboard, select Retail Analysis Sample from the top nav pane.

    導覽列

  6. 在儀表板中,選取 [新門市和現有門市的本年度銷售量] 圖格,這相當於在問與答問題方塊中輸入 [本年度銷售量] 。On the dashboard, select the This Year's Sales New & Existing Stores tile, which is equivalent to typing This year sales in the Q&A question box.

    [本年度銷售量] 圖格

    問與答的結果會出現:The Q&A results appear:

    問與答中的本年度銷售量

檢閱為 Power BI 問與答所建立的磚Review a tile created with Power BI Q&A

讓我們詳加說明。Let’s get more specific.

  1. 將問題變更為「依區域劃分的本年度銷售量」 。Change the question to this year sales by district. 觀察結果:問與答會將答案自動呈現在橫條圖中,並建議其他片語:Observe the result: Q&A automatically places the answer in a bar chart and suggests other phrases:

    問與答中的依區域劃分的本年度銷售量

  2. 現在將問題變更為「依郵遞區號和連鎖店劃分的本年度銷售量」 。Now change the question to this year sales by zip and chain.

    請注意當您輸入並顯示適當的圖表時,Power BI 會如何回答問題。Notice how Power BI answers the question as you type and displays the appropriate chart.

  3. 實驗更多問題,看看會得到何種結果。Experiment with more questions and see what kind of results you get.

  4. 當您準備好時,請返回儀表板。When you’re ready, return to the dashboard.

深入探索資料Dive deeper into the data

現在探討更詳細的層面,我們來查看區域的表現。Now let's explore on a more detailed level, looking at the districts' performances.

  1. 在儀表板上,選取 [本年度銷售量、去年度銷售量] 圖格,該圖格將開啟報告的 [區域每月銷售額] 頁面。On the dashboard, select the This Year's Sales, Last Year's Sales tile, which opens the District Monthly Sales page of the report.

    [本年度銷售量、去年度銷售量] 圖格

    在 [依會計月份劃分的總銷售額差異百分比] 圖表中,您會發現與去年相比,差異百分比的變化很大,1月、4 月和 7 月是特別糟糕的月份。In the Total Sales Variance % by Fiscal Month chart, notice the large variability on variance % compared to last year, with January, April, and July being particularly bad months.

    [依會計月份劃分的總銷售差異百分比] 圖表

    現在來看看是否可以縮小範圍,找出問題所在。Let’s see if we can narrow down where the issues might be.

  2. 在泡泡圖中,選取 [020-Mens] 泡泡。In the bubble chart, select the 020-Mens bubble.

    選取 [020-Mens]

    您會觀察到,雖然男性類別在 4 月並沒有像整體生意那樣受到嚴重影響,但 1 月和 7 月仍是有問題的月份。Observe that although the men's category wasn't as severely affected in April as the overall business, January and July were still problematic months.

  3. 現在選取 [010-Womens] 泡泡。Select the 010-Womens bubble.

    選取 [010-Womens]

    請注意,女性類別在所有月份的表現都比整體生意更差,而且每個月的表現幾乎也都不如去年。Notice the women's category performed much worse than the overall business across all months, and in almost every month compared to the previous year.

  4. 再次選取泡泡即可清除篩選條件。Select the bubble again to clear the filter.

試用交叉分析篩選器Try out the slicer

我們來看一看特定區域的表現。Let’s look at how specific districts are doing.

  1. 在左上方的 [區域經理] 交叉分析篩選器中選取 [Allan Guinot] 。Select Allan Guinot in the District Manager slicer on the top left.

    選取 [Allan Guinot]

    請注意,與去年相比 Allan 的區域在 3 月和 6 月的表現優異。Note that Allan’s district outperformed in March and June, compared to last year.

  2. 在 [Allan Guinot] 仍處於選取狀態時,請在泡泡圖中選取 [Womens-10] 泡泡。With Allan Guinot still selected, select the Womens-10 bubble in the bubble chart.

    已選取 [Allan Guinot] 和 [Womens-10]

    請注意,針對 [Womens-10] 類別,Allan 的區域沒有達到去年營業額。Notice that for the Womens-10 category, Allan's district didn't meet last year’s volume.

  3. 探索其他區域的經理和類別狀況;您可找出其他的見解嗎?Explore the other district managers and categories; what other insights can you find?

  4. 當您準備好時,請返回儀表板。When you are ready, return to the dashboard.

有關本年度銷售成長的資料What the data says about sales growth this year

我們要探討的最後一個領域,是透過檢查本年度新開的門市來探索我們的成長。The last area we want to explore is our growth by examining the new stores opened this year.

  1. 選取 [依開幕月份、連鎖店劃分的本年度開幕門市] 圖格,開啟報表的 [新門市分析] 頁面。Select the Stores Opened This Year by Open Month, Chain tile, which opens the New Stores Analysis page of the report.

    [新門市分析] 頁面

    如圖格顯示,本年度開張的 Fashions Direct 門市比 Lindseys 門市更多。As evident from the tile, more Fashions Direct stores than Lindseys stores opened this year.

  2. 觀察 [依名稱劃分的每平方英呎銷售量] 圖表:Observe the Sales Per Sq Ft by Name chart:

    [依名稱劃分的每平方英呎銷售量] 圖表

    請注意新門市的平均銷售額/平方英呎差異。Notice the difference in average sales/square foot across the new stores.

  3. 選取右上方圖表 [依開幕月份和連鎖店劃分的開幕門市計數] 中的 [Fashions Direct] 圖例項目。Select the Fashions Direct legend item in the Open Store Count by Open Month and Chain top-right chart. 請注意即使是同一系列的連鎖店,最佳門市 (Fashions Direct 溫徹斯特店) 的表現顯著優於最差門市 (Fashions Direct 辛辛那提 2 號店),分別是 $21.22 美元及 $12.86 美元。Notice, even for the same chain, the best store (Winchester Fashions Direct) significantly outperforms the worst store (Cincinnati 2 Fashions Direct) by $21.22 vs $12.86, respectively.

    已選取 Fashions Direct

  4. 選取 [名稱] 交叉分析篩選器中的 [Fashions Direct 溫徹斯特店] ,然後觀察折線圖。Select Winchester Fashions Direct in the Name slicer and observe the line chart. 第一個銷售數字在二月報告。The first sales numbers were reported in February.

  5. 選取交叉分析篩選器中的 [Fashions Direct 辛辛那提 2 號店] ,折線圖中顯示該門市於 6 月開幕,似乎是表現最差的門市。Select Cincinnati 2 Fashions Direct in the slicer and observe in the line chart that it was opened in June and appears to be the worst performing store.

  6. 透過在整個圖表中選擇其他長條、折線和泡泡進行探索,並看看您可以找到哪些見解。Explore by selecting other bars, lines, and bubbles throughout the charts and see what insights you can discover.

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.