Hello my name is Christopher.
In this video presentation, the subject is Procurement Analysis.
The source material content originates from Microsoft Power BI blog article - by Michele Hart.
This industry sample dashboard and underlying report analyses a manufacturing company’s spending on vendors by category and location.
In the sample, I explore these areas:
Who the top vendors are. What categories the company spends the most on. Which vendors give the company the
highest discount and when.
The sample is part of a series that illustrates how to use Power BI with business-oriented data, reports and dashboards.
This is real data from obviEnce (www.obvience.com) that has been anonymised.
Let’s first look for trends in spending by category and location.
1. In the left navigation pane, I’ll select the Procurement Analysis dashboard.
2.Next I’ll 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: 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.
In the Total Invoice by Country/Region map: Most of the spending is in the USA.
In the Total Invoice by Sub Category column chart: Hardware and Indirect
Goods & Services are the biggest spend categories.
In the Total Invoice by Tier bar chart: Most of the business is done with the Tier 1 (top 10) vendors.
This helps in managing vendor relationships better.
Let’s explore the spending areas in Mexico.
1.In the pie chart, I’ll 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.
2. I’ll drill down into the Indirect Goods & Services column:
I’ll select the drill-down arrow in the upper-right corner of the chart.
I’ll select the Indirect Goods & Services column.
By far the biggest spend in this category overall is Sales & Marketing.
I’ll select Mexico in the map again.
The biggest spend in this category in Mexico is Maintenance & Repair.
3. I’ll select the up arrow on the upper-left corner of the chart to drill back up.
4. I’ll select the arrow again to turn ‘drill down’ off.
5. I’ll select Power BI in the top navigation bar to go back to the dashboard.
Next, I’ll use highlighting to evaluate different cities.
1. I’ll select the dashboard tile Total Invoice, Discount percentage By Month.
The report opens to the “Discount Analysis” page.
2. I’ll Select the different cities in the Total Invoice by City tree map, 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 the company gets most discounts.
I’ll ask these specific questions:
Are discounts different month by month, or are discounts the same every month?
Do some cities get more discounts than others?
I’ll begin by looking at the Total Invoice and Discount percentage by Month combo chart, I can see that
February is the busiest month, and September the least busy month.
Now I’ll 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.
Next, I’ll explore discount by city.
I’ll select each city in the tree map and see how the other charts change.
St. Louis, had a big spike in total invoice in February and a big dip in discount savings in April.
Mexico City, Mexico has the highest discount percentage (11.05 percent) and Atlanta, has the smallest (0.08 percent).
I’ll select Edit report in the upper-left corner and explore in Editing View.
Using the edit option, I can see how the pages are made.
I can add pages and charts based on the same data I can amend or change the
visualisation type for a chart – for example, change the tree map to a donut chart.
Changes can be pinned to the existing dashboard or a new one.
Thank you for viewing this video, hopefully the presentation intrigued you enough to want to read Michele Hart, article for yourself in full.
This video presentation can only at the very best give you an overview so why not explore the data for yourself.
Have a fabulous day.