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#Open invoice report excel template license#
#Open invoice report excel template series#
#Open invoice report excel template download#

In the Total Invoice by Sub Category chart, select the drill-down arrow Notice that in the Total Invoice by Sub Category column chart, most spending is in the Indirect Goods & Services sub category.ĭrill down into the Indirect Goods & Services column: In the Total Invoice by Country/Region map, select the Mexico bubble. Let's explore the spending areas in Mexico. Doing so enables us to manage better vendor relationships. In the Total Invoice by Tier bar chart, most of our business is done with our tier 1 (top 10) vendors.

In the Total Invoice by Sub Category column chart, Hardware and Indirect Goods & Services are the biggest spend categories.

In the Total Invoice by Country/Region map, most of our spending is in the United States.

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.

pbix file and select the Spend Overview tab. If you're using Power BI Desktop, open the. Select the Procurement Analysis Sample report, then the Spend Overview page. In the Power BI service, find the workspace where you saved the sample. Spending trendsįirst, let's look for trends in spending by category and location. You can still use Q&A and make changes to your dashboard.

The dashboard that you create this way isn't the same as the sample dashboard created by the built-in sample. Select Save, enter a name for your report, and then choose Save. Select More options (.) > Auto-create report. In the Power BI service, the exported data appears as a dataset in the selected workspace. For more information, see Explore the Excel samples in Excel. There are different ways to work with Excel files. Select a workspace, such as My workspace, and choose Export. Open the file in Excel and then select File > Publish > Publish to Power BI. The file is called Procurement Analysis Sample-no-PV.xlsx. If you want to get and use the Excel file in the Power BI service, follow these steps:ĭownload the sample from Power BI Desktop samples. To see the raw data, enable the Data Analysis add-ins, and then select Power Pivot > Manage. If you want to view the data source for this sample, it's also available as an Excel workbook. Select New dashboard, enter a name, and choose Pin live. In the Power BI service, in your workspace, scroll down to the Procurement Analysis Sample report and select to open.įrom the More options (.) menu, select Pin to a dashboard. In the Publish to Power BI dialog, choose a workspace and then Select. pbix file, which is designed for use with Power BI Desktop.Īfter you open the file in Power BI Desktop, select File > Publish > Publish to Power BI or choose Publish in the Home ribbon.

#Open invoice report excel template download#

Select the dashboard to view the sample dashboard.Īlternatively, you can download the Procurement Analysis sample as a. Power BI imports the built-in sample, adding a new dashboard, report, and dataset to your current workspace. On the Learning center page, under Sample reports, scroll until you see the Procurement Analysis Sample. Open the Power BI service ( ), and select Learn in the left navigation. Get the built-in sample in the Power BI service.Get the sampleīefore you can use the sample, you must first get the sample in one of the following ways:

#Open invoice report excel template license#

You just need a Power BI free license to explore the sample in the Power BI service, and save it to your My workspace.

You don't need a Power BI license to explore the sample in Power BI Desktop. Because the report experience is similar in Power BI Desktop and in the service, you can also follow along by using the sample. This tutorial explores the Procurement Analysis built-in sample in the Power BI service. pbix Power BI Desktop file, or Excel workbook. The data is available in several formats: built-in sample in the Power BI service. The company obviEnce created this sample using real, anonymized data.

#Open invoice report excel template series#

This sample is part of a series that shows how you can use Power BI with business-oriented data, reports, and dashboards.

Which vendors give us the highest discount and when.

The Procurement Analysis built-in sample contains a dashboard, report, and dataset that analyze a manufacturing company's spending on vendors by category and location.