Supply chain · Power BI template

Procurement Spend Analysis Power BI template

Power BI procurement spend template: spend, contract coverage, supplier and savings KPIs, a category treemap, top suppliers and off-contract spend.

By · Founder & Reliability Engineer · Updated

Free for commercial use

Dark version: same layout, colours re-solved and checked for WCAG AA contrast.

Procurement Spend Analysis Power BI dashboard template: 4 KPI cards, a treemap, a bar chart, a line chart, a table and 3 slicers on a 1280×720 page

BetaOpens in Power BI Desktop with 4 tables of sample data and every visual bound. See what’s inside

Free, no sign-up. The PBIP with sample data includes the background, theme and a README. 1920×1080 fits a new page in a Fluent 2 report; 1280×720 and 2× fit Classic pages. Downloads carry a small “Made with VizForge” mark (sign in to the studio to remove it).

Customise in the design studio →
Layout
Plain header with 3 slicers, 4 outline KPIs, treemap + supplier bars, trend + off-contract table
Page size
1280×720 px (16:9, Power BI default)
Theme
Monochrome Ink

Open the sample-data PBIP in Power BI Desktop

Checked against Microsoft Learn's Power BI Desktop projects documentation (as of Nov 2026).

  1. 1

    Unzip to a short path and open the .pbip

    Extract the zip to a short local folder such as C:\PBI (Windows limits project paths to 260 characters, and Desktop can't save a project straight to OneDrive or SharePoint), then double-click the .pbip file or use File → Open in Power BI Desktop. Microsoft still lists projects and TMDL as preview features (as of Nov 2026): if Desktop won't open the project, go to File → Options and settings → Options → Preview features, tick “Power BI Project (.pbip) save option” and “Store semantic model using TMDL format”, then restart Desktop.

  2. 2

    Select Refresh once

    The project ships without the local data cache (.pbi/cache.abf), so Desktop opens the full model definition without data. Select Home → Refresh: every table is built from values written into its Power Query step, so there is no data source to sign in to.

  3. 3

    Save as .pbix or connect your data

    Use File → Save as to keep a single .pbix file, or open Transform data and replace each table's Source step with your own query, keeping the column names so the measures and visuals keep working.

What’s inside the Procurement sample model

Rendered from the same definition the download writes as TMDL, so this list always matches the file.

Tables
4
Fact rows
378
DAX measures
5

Indirect spend with 22 suppliers across three business units from May 2025 to Oct 2026: invoiced spend per supplier per month, the part covered by a contract, and negotiated savings realised. Units: GBP; fiscal years run April to March (FY2027 = Apr 2026 to Mar 2027).

Tables and columns

Calendar

Date table · 2025–2026, one row per day

Date table generated in Power Query (List.Dates), marked as the model's date table.

  • Date (date)
  • Year (whole number)
  • Quarter (text)
  • Month (text)
  • Month Name (text)
  • Week Start (date)
  • Weekday (text)
  • Fiscal Year (text)

Supplier

Dimension · 22 rows

Suppliers with spend category and whether a framework contract is in place.

  • Supplier (text)
  • Category (text)
  • Contract Status (text)

Business Unit

Dimension · 3 rows

Buying business units.

  • Business Unit (text)

Spend

Fact · 378 rows

Invoiced spend per supplier, business unit and month.

  • Date (date)
  • Supplier (text)
  • Business Unit (text)
  • Amount (decimal)
  • On Contract (decimal)
  • Savings (decimal)

Relationships

Many-to-one, single direction. Inactive relationships are switched on inside a measure with USERELATIONSHIP.

  • Spend[Date] → 'Calendar'[Date]
  • Spend[Supplier] → Supplier[Supplier]
  • Spend[Business Unit] → 'Business Unit'[Business Unit]

DAX measures

All measures live in a dedicated Key Measures table. Copy any of them into your own model; rename the table and column references to match.

Total SpendInvoiced spend.
Total Spend =
SUM ( Spend[Amount] )

Format string: £#,0

Under Contract %Spend placed through a contract.
Under Contract % =
DIVIDE ( SUM ( Spend[On Contract] ), [Total Spend] )

Format string: 0.0%

Off-Contract SpendSpend outside a contract; blank when there is none.
Off-Contract Spend =
VAR Amount = [Total Spend] - SUM ( Spend[On Contract] )
RETURN
    IF ( Amount > 0.5, Amount )

Format string: £#,0

Active SuppliersSuppliers invoiced in the period.
Active Suppliers =
DISTINCTCOUNT ( Spend[Supplier] )

Format string: #,0

Savings RealisedNegotiated savings against list price.
Savings Realised =
SUM ( Spend[Savings] )

Format string: £#,0

What each visual is bound to

The PBIP opens with these fields already on each visual.

Field bindings per visual
VisualFields
Fiscal yearSlicerCalendar[Fiscal Year]
Business unitSlicer'Business Unit'[Business Unit]
CategorySlicerSupplier[Category]
Total spendCard[Total Spend]
Under contractCard[Under Contract %]
Active suppliersCard[Active Suppliers]
Savings realisedCard[Savings Realised]
Spend by categoryTreemapSupplier[Category], [Total Spend]
Top 15 suppliersBar chartSupplier[Supplier], [Total Spend]
Spend by monthLine chartCalendar[Month], [Total Spend]
Off-contract spendTableSupplier[Supplier], Supplier[Category], Supplier[Contract Status], [Off-Contract Spend]

Questions this dashboard answers

Each one is answered by a visual on the page, from the sample model's own tables and measures.

About this dashboard layout

Spend analysis is the procurement team's starting point for every sourcing decision: what do we buy, from whom, and how much of it is under contract. The KPI row answers exactly that: total spend, the percentage under contract, the number of active suppliers and realised savings against the sourcing plan.

A treemap of spend by category (category → sub-category hierarchy) shows where money goes, and the top 15 suppliers as bars show concentration. Pair them: clicking a category tile filters the supplier bars, which is how category managers find tail spend that could be consolidated.

The bottom row has the spend trend by month and a table of off-contract spend by supplier and requester. Off-contract (maverick) spend is where quick savings come from, and the requester column makes it actionable.

Monochrome Ink keeps the page almost greyscale with one blue accent, so the only colour on the page is the data you want people to act on. Classify spend with a UNSPSC or internal category table joined to invoice lines; keyword-matching descriptions in DAX does not scale.

Visuals on the page

Positions are Power BI page pixels. Enter them in Format → General → Properties → Size and position, or use the PBIP download where they are already set.

Visual positions in the Procurement Spend Analysis template
VisualTypeXYWidthHeight
Fiscal yearSlicer7922414440
Business unitSlicer9522414440
CategorySlicer11122414440
Total spendCard4012026472
Under contractCard35212026472
Active suppliersCard66412026472
Savings realisedCard97612026472
Spend by categoryTreemap40240576240
Top 15 suppliersBar chart664240576240
Spend by monthLine chart40528576152
Off-contract spendTable664528576152

Custom visuals for this layout

Built-in Power BI visuals cover most slots above. These slots also suit a custom visual; each page covers the data shape, DAX and a prompt to generate it as a .pbiviz.

Already have a report?

Brand Makeover tries Procurement Spend Analysis first on every page of your Power BI project (.pbip zip) where it fits: the page's visuals have to go into its 8 data slots without overlaps. Pages it can't seat get another catalog layout or a brand grid. Queries, filters and bookmarks are left as they are. Free, in your browser.

Opens with the Analyst / Dense preset, because the Executive preset doesn't use this layout (8 data slots; this preset uses templates with at most 7).

Restyle my report into this

Swap a slot for a custom visual

Pick any slot and VizForge AI writes a custom visual (.pbiviz, with TypeScript source) sized to it, in this template's colours and shaped for the fields it is bound to.

Generate one that fits this layout.

Card · 264×72 px · bound to [Total Spend]

1, 2 or 5 credits depending on the brief · 5 free on signup. Sign in or create a free account on the next screen; the brief is saved for 30 minutes.

Brief sent to the generator (you can edit it there)

A Power BI card visual titled "Total spend". It sits in a 264×72 px slot on a designed report page. Match the report's brand: data colours #1F2A44, #34496E, #4E6A96, #718DB4, #7C8CA1, #868D96; background #FFFFFF; text #111827; font Segoe UI. Transparent visual background so the page design shows through; no visual border. In the sample model it is bound to [Total Spend]; keep the same data roles so the fields drop straight in.

Not sure what to build? Browse the visual catalog or open the template in the design studio and hand off any slot from there. Or start in the AI generator with a blank brief.

Colours and theme

Monochrome Ink

Single-hue Power BI theme: six steps of ink blue from near-black to pale, plus one amber highlight. Prints cleanly and keeps ranked bars in order.

See the Monochrome Ink palette and contrast checks →

Use the background in an existing report

Prefer to keep your own report? Apply the design to it instead of opening the PBIP.

  1. 1

    Download the background

    Take the 1920×1080 PNG for a new page in a Fluent 2 report (the default size for new pages), or the 2× PNG (2560×1440) for sharp text on a 1280×720 Classic page. Power BI scales the image to the canvas.

  2. 2

    Set the canvas background

    Format page → Canvas background → Browse. Set Image fit to Fill and transparency to 0%.

  3. 3

    Import the theme

    Design ribbon → Import theme (in the Power BI service: View → Theme pane), then pick the downloaded JSON. Data colours and fonts now match the design. Older Desktop builds: View → Themes → Browse for themes.

  4. 4

    Place your visuals

    Size each visual to the positions above with background and border off, or open the PBIP project where they are already placed.

Questions about this template

Does the Procurement Spend Analysis template come with sample data?

Yes. The “PBIP with sample data” download contains a semantic model with 4 tables and 5 DAX measures, and every visual on the page is already bound to it. The sample: Indirect spend with 22 suppliers across three business units from May 2025 to Oct 2026: invoiced spend per supplier per month, the part covered by a contract, and negotiated savings realised. The data is written into each table's Power Query step, so there is no data source or sign-in.

Is it a .pbix file?

It is a Power BI project (PBIP): a folder of text files that Power BI Desktop opens like a .pbix. Open the .pbip file, select Refresh once to load the sample rows, then use File → Save as if you want a single .pbix.

What visuals are in the Procurement Spend Analysis template?

The page has 11 visual areas: 3 slicers, 4 cards, 1 treemap, 1 bar chart, 1 line chart, 1 table. Their exact positions are listed on this page so you can match them in Power BI's Format → General → Properties panel, or skip that step by downloading the PBIP project.

Which theme does the Procurement Spend Analysis template use?

It ships with the Monochrome Ink theme (light tone). Download the theme JSON here, or open the template in the design studio and switch to any other theme or your own brand colours.

Is there a dark version of the Procurement Spend Analysis template?

Yes. Switch the preview to Dark and every download (background, theme JSON and PBIP) comes in that version. The layout is identical; the page, card and text colours are re-solved for a dark page, and the accent, status and data colours keep their hues but are adjusted until text meets WCAG AA (4.5:1) and chart colours reach 3:1 against the cards.

How do I use the background image in Power BI Desktop?

Select the page, open Format page → Canvas background, choose Browse and pick the PNG, then set Image fit to Fill and transparency to 0%. Give your visuals a transparent background and no border so the designed panels show through.

Can I open the PBIP project in Power BI Desktop?

Yes. PBIR is the default report format in Power BI Desktop since September 2026, and the download is a PBIP project: unzip it and open the .pbip file, select Refresh once and the sample data loads into visuals that are already bound (the empty PBIP leaves the containers unbound for your own data). Microsoft still lists projects and TMDL as preview features (as of Nov 2026), so if Desktop won't open it, enable them under File → Options and settings → Options → Preview features.

Build guides for this dashboard

Guides to the same dashboard job: which custom visuals it needs, the DAX behind them and prompts to generate them.

KPI cards for this layout

Headline numbers drawn by one DAX SVG measure each, for the Card visual or a table row.

Want the headline numbers to look like cards rather than plain values? Browse the KPI card gallery or build your own in the SVG measure builder.

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Make the Procurement Spend Analysis template yours

Swap in your brand colours and logo, move panels, add icons and generate missing visuals with AI, then export the background, theme JSON and PBIP project.

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