PO Dashboard
In this section, you’ll learn how to turn raw data into an interactive PO Dashboard. Try it yourself first! Build the dashboard and, if you get stuck, refer to the video for help.
PO Dashboard: A Purchase Order (PO) dashboard contains information about orders placed by a company to buy products or services from suppliers. It typically includes details like the PO number (unique ID for each order), supplier name, order date, item descriptions, quantities, prices, total amount, and status (e.g., pending, approved, or completed). This dataset helps businesses track and manage their purchases, ensuring they know what has been ordered, received, or yet to be delivered. It’s useful for analyzing spending, supplier performance, and managing budgets
1. Connect Power BI to your data source, download this Excel PO Dataset.
2. Understand Tables of your data set, we have seven tables in data set:
• PO Headers: Contains high-level purchase order details, such as PO numbers, dates, and total amounts. It provides a consolidated view of purchase order transactions.
Key Columns: PO Number, PO Creation Date, Currency, Exchange Rate, Vendor ID, PO Type, Authorization Status.
• PO Lines: Contains line-item details for each purchase order, such as item descriptions, quantities, and prices. It breaks down each purchase order into individual line items for detailed tracking.
Key Columns: PO Line ID, Item Code, Amount, Item Description, Quantity Ordered, Unit Price, , Line Status, Shipment Status, Discount.
• Warehouse: Information about warehouses, possibly including names, locations, or inventory levels. It manages and tracks inventory locations effectively.
Key Columns: Organization ID, Name, Code, Org ID, Region.
Item Master: To serve as a centralized database for item-related details like items, such as item codes, descriptions, categories, or unit prices.
Key Columns: Inventory Item ID, Item Code, Description, Category, Minor Cat, Major Cat.
PO Status: It tracks the progress of purchase orders from initiation to fulfillment. Status updates for purchase orders, like “Pending,” “Approved,” or “Delivered.”
Key Columns: Lookup code, Displayed Field, Description.
Countries: Contains country-related information, such as supplier origins or delivery locations.
Key Columns: Country Code, Country.
GRN (Goods Receipt Notes): Details about received goods, possibly linked to POs to track. To confirm and document the receipt of goods against purchase orders.
Key Columns: GRN Amount, Ret Value, Diff Amount.
Suppliers: Information about suppliers, including names, locations, and ratings.
Key Columns: Supplier ID, Supplier Name, Address, Contact Information, Supplier Type, Supplier Site Code.
1. Build relationships between different tables to show data connections.
• PO Header Table to PO Line Table:
o Join Type: One-to-Many
o Key: PO Number
o Description: Each purchase order in the PO Header Table can have multiple line items in the PO Line Table. This relationship captures the details of all
items or services ordered in a single PO.
• PO Line Table to Item Table:
o Join Type: Many-to-One
o Key: Inventory Item ID
o Description: Each line item in the PO Line Table refers to a single item in the Item Table, which stores product-specific information like item name,
category, and unit price. This helps track what items were ordered in each PO.
• PO Header Table to GRN Table:
o Join Type: One-to-Many
o Key: PO Number
o Description: Each purchase order in the PO Header Table can generate multiple goods receipt notes in the GRN Table if the goods are delivered in
partial shipments. This relationship helps track the delivery status of each PO.
• PO Line Table to Warehouse Table:
o Join Type: Many-to-one
o Key: Warehouse ID
o Description: a single warehouse can be linked to multiple line items across various purchase orders.
• PO Header Table to Supplier Table:
o Join Type: Many-to-One
o Key: Supplier ID
o Description: Each purchase order in the PO Header Table is associated with a single supplier using the Supplier ID field. However, a single supplier
can have multiple purchase orders linked to them. This relationship allows tracking of which supplier is responsible for fulfilling each purchase order.
• Supplier Table to Country Table:
o Join Type: Many-to-One
o Key: Country ID
o Description: Each supplier in the Supplier Table has a Country ID that links to the Country Table. This relationship tracks the geographic location of
suppliers, procurement data by country. Multiple suppliers can be located in the same country, but each supplier is associated with only one country.
• PO Header Table to PO Status Table:
o Join Type: Many-to-One
o Key: Status ID
o Description: The PO Status Table contains a list of all possible statuses for a PO. This relationship enables tracking of the current state of each
purchase order and helps in monitoring its progress through the procurement workflow.
2. Create visualizations to display important information in charts, tables, and maps.
Your dashboard should match below layout.
PO Dashboard
