This industry sample dashboard and underlying report analyze a manufacturing company’s spending on vendors by category and location. In the sample, we explore these areas:
This sample is part of a series that illustrates how you can use Power BI with business-oriented data, reports and dashboards. This is real data from obviEnce (www.obvience.com) that has been anonymized.
Want to follow along? In the Power BI service, go to Get Data > Samples > Procurement Analysis Sample > Connect to get your own copy of the sample.
You can also download just the dataset (Excel workbook) for this sample.
Let’s first look for trends in spending by category and location.
In the left navigation pane, select the Procurement Analysis dashboard.
Select the dashboard tile Total Invoice by Country/Region. It opens to the "Spend Overview" page of the “Procurement Analysis Sample” report.
Notice a few things:
Let’s explore the spending areas in Mexico.
In the pie chart, select the Mexico bubble in the map. Notice that in the “Total Invoice by Sub Category” column chart, most of it is in the Indirect Goods & Services sub category.
Drill down into the Indirect Goods & Services column:
Select the Indirect Goods & Services column.
By far the biggest spend in this category overall is Sales & Marketing.
Select Mexico in the map again.
The biggest spend in this category in Mexico is Maintenance & Repair.
Select the up arrow on the upper-left corner of the chart to drill back up .
Select the arrow again to turn drill down off.
Select Power BI in the top navigation bar to go back to the dashboard.
We can use highlighting to evaluate different cities.
Select the dashboard tile Total Invoice, Discount % By Month. The report opens to the “Discount Analysis” page.
Select the different cities in the Total Invoice by City treemap, to see how they compare. Almost all of Miami’s invoices are from Tier 1 vendors.
Let’s also explore the discounts available from vendors, and the time periods when we get most discounts.
Specifically, these questions:
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. Now look at the discount percent during these months. Note that when volume goes up, the discount shrinks, and when volume is low, the discount goes up. The more we need the discount, the worse deal we get.
Another area to explore is discount by city. Select each city in the treemap and see how the other charts change.
Select Edit report in the upper-left corner and explore in Editing View.
This is a safe environment to play in. You can always choose not to save your changes. If you do save them, you can always go to Get Data for a new copy of this sample.
We hope this tour has shown how Power BI dashboards and reports can provide insights into procurement data. Now it’s your turn connect to your own data. With Power BI you can connect to a wide variety of data sources. Learn more about getting started with Power BI.