Is it really more efficient and flexible to use financial analysis visualization tools to make repor

The financial analysis report not only directly reflects the financial health of the enterprise, but also directly affects the formulation of business decisions, the implementation of follow-up plans, and the control of capital turnover. Therefore, financial analysis is very important for management decision-makers, but at present, even with the help of a strong financial system, corporate financial analysis still cannot achieve timely and intuitive results.

In general, there are two major problems that need to be solved urgently in the current financial analysis of enterprises:

1. The financial situation of the enterprise cannot be visually presented, resulting in the inability of the management decision-making level to quickly and accurately grasp the financial situation of the enterprise, and the inability to timely and accurately assess the financial health of the enterprise, which ultimately affects the formulation and implementation of the business decision-making of the enterprise.

2. The workload of financial analysis is large and the cycle is long, which is not conducive to the management decision-making level to grasp the financial information in a timely manner and adjust the business strategy.

In order to solve the above problems, enterprise financial analysis needs a data analysis software that can not only quickly conduct financial analysis, but also visually present financial analysis information.

SpeedBI Data Analytics Cloud: Financial analysis is fast and intuitive.

1. Row calculation customization, bid farewell to the era of "difficult to do" financial analysis.

In order to better meet the complex and diverse aggregate calculation needs of enterprise financial analysis, SpeedBI Data Analysis Cloud has added a row calculation custom function specially developed for financial analysis, which has rewritten the history of time-consuming financial analysis and difficult analysis reports.

Before the row calculation custom function is presented, it often takes 1 day or even a few days to make a complex financial analysis report, but after using the row calculation custom function, the time can even be shortened to just a few minutes, which greatly improves the efficiency of enterprise financial analysis, and is more conducive to enterprises to carry out more detailed and in-depth financial analysis and more clearly grasp the capital operation.

<>2. Drag-and-drop operation makes it easier to make financial analysis reports.

SpeedBI Data Analytics Cloud is easy to use with drag-and-drop operation, which helps analysts quickly get started with financial analysis, and can even be quickly expanded to other departments or even cover the entire enterprise data analysis.

3. BI+ standard solution, faster implementation and more in line with actual needs.

There are many financial analysis indicators in different industries, different themes, and different needs to be realized, so it is the key for enterprises to make analysis reports that truly meet the actual needs.

Most financial systems have simple report making and visual analysis functions, and many company finances are directly using financial systems combined with manual excel to produce reports.

But efficiency, at least not very efficient in the methods I know. It's okay to use the financial system to handle business, but if you want to do data analysis reports, there will be the following problems:

1. The current financial statement data of the financial system is not perfect.

Financial statements are basically equivalent to a summary table of historical data, which cannot effectively analyze and judge the operating conditions of enterprises and various investment risks. Summarize other business data such as sales, marketing, and production data to make a comprehensive analysis.

2. The report production and analysis function of the financial system is not sound.

The more efficient way is to use professional reporting tools to connect with business system data to develop reports, such as finereport. It is essentially a general-purpose reporting and data visualization tool. For example, excel can store statistical data, create a variety of charts, and dashboards, and make financial statements and develop a purchase, sale and inventory system.

In enterprise applications, once the enterprise organization group is large, the amount of data is tens of thousands, and both data and reports need to be managed collaboratively and constantly updated. In the face of the data of the major OA ERP CRM systems, the various needs submitted by the department, and the ** reports that the leaders are disgusted with, at this time, friends who understand IT may know that Excel cannot be held and needs open reporting tools, and FineReport is one of them.

It can quickly develop reports, and can achieve seamless integration with various systems, accelerate the development of projects, and save manpower and costs for development.

In short, if you pursue efficiency, it is recommended to use professional reporting tools to dock with business system development, I hope mine can help you.

It is necessary to use intelligent data visualization and analysis tools (BI system), taking Yixin ABI as an example, a data analyst who is familiar with the BI system is needed, and an intuitive data analysis report can be made according to the following steps.

Step 1: Step 1: Clarify the requirements and think about the essence in the process of using the analysis report. Learn some of the information you need, and then put it all together and put it all together.

For example, the overall data information is put in a report, the data information about each store in each region is put in a report, the data about each employee is put in a report, and finally all these reports are integrated.

Step 2: Step 2, you also need to enter the process of creating a report with zero coding.

This process can be said to be very simple, but many people may have been scared by Excel for a long time, and they will feel particularly panicked when they hear the analysis report. In fact, if you use professional reporting software, such as Yixin ABI on the market, it is still very good for users in the whole process of operation, basically excel will do this.

Step 3: When you enter the third step of the analysis report, you need to connect and process the data. The most important thing is that Yixin ABI can also connect to a variety of different data sources, which can be said to be really convenient to operate.

Then there is the data processing stage, because the original data source is not what we want, and calculations are also needed in this process, such as calculating sums and proportions, etc., the operation of Yixin ABI is relatively similar to Excel.

Then, you also need to directly generate charts or ** according to the data, and sometimes, you also need to adjust the style and font.

Step 4: After the above steps, you can already make a very intuitive analysis report by using the professional BI report tool of ExinABI.

It can also be printed as a file for the leader, or it can be viewed through a browser, and the person who views it only needs to enter the specified address in the browser, then it can be viewed.

It's a very ordinary report, and the color scheme may be a little more beautiful.

With speedbi data cloud: financial people, vow not to work overtime.

The efficient, convenient and easy-to-operate SpeedBI data cloud greatly improves the efficiency of data analysis, saves time in report production, and ensures the high quality of data analysis, intuitively displays important indicators, and digs deep into data information.

The most suitable function for financial people: one-click docking with Kingdee UFIDA.

One-click Kingdee UFIDA financial control to quickly generate financial analysis reports.

Let decision-makers grasp the company's income, costs, banquet expenses, profits, transactions, funds, tax indicators, etc. anytime and anywhere.

Aowei BI fund analysis effect display.

The fastest data analysis report creation technique: use the theme**.

Speedbi Data Cloud provides different report themes** for different industries and different occupations**, and users only need to select the appropriate theme** application.

Topic**Some charts don't fit well?

Users can make personalized adjustments to the selected SpeedBI Data Cloud theme**, and the adjusted reports can be saved for future use.

The most convenient way for leaders to view: integrated sharing.

Scan MA to view the latest analysis report (you can also share it encrypted); Transfer the report from computer A to computer B; PC and mobile adaptive; Freely change the combination of dimensions and fields in the browsing state; The changed style is saved in the plan for reuse or sharing with colleagues in other departments, etc.

Speedbi Data Cloud truly realizes Hu Dabi self-service, from viewing anytime and anywhere to freely changing the combination of dimensions and fields, realizing the observation of data from different angles, digging deep into the possibility of data, so that the viewer can grasp the data information more comprehensively and more carefully.

The most intuitive and practical display effect: 100 + analysis charts + 100 function optimizations.

Only when the data analysis report is understood and understood, can the viewer quickly grasp the core data information and discover the internal connection between the data that is difficult to find.

A complete data analysis report is composed of different charts and different functions. Therefore, the practicality, convenience, and aesthetics of the analysis charts and functions must be taken into account.

The data visualization effect of using the analysis tool of the newspaper width table is generally through pie charts, line charts, column charts, bar charts, scatter charts, radar charts and other forms, so that decision-makers can get effective information more intuitively.

Many excellent data visualizations rely on excellent design, not just choosing the right chart template, but also requiring data analysts to be proficient in the visual chart design function of the tool (software), and according to their own understanding of chart art, to make more visual charts that satisfy the boss. The function of Aowei BI graph is relatively strong, and it pays great attention to details, and has developed many small functions of mapping, so that data analysts can make full use of the tools and give full play to the design. (Data visualization made by ourwaybi).

I'm using DataHunter for visualization and the overall effect is okay.

You can drill through and link reports.

The report renderings made by the big data visualization tool (ourwaybi) are as follows:

Generally, the visual report of big data is a chart that can be linked, and supports operations such as rolling, drilling, and filtering.

Today's visualization data dispensing reports are generally presented through dashboards, bar charts, line charts, and various charts to interpret the complex relationships and development trends between data in a more understandable way, so as to make better use of data analysis results.

The goal of visual data analysis is to quickly find problems, identify problems, and analyze causes.

If you use the free version, the functions are generally limited. However, the limitations on some functional modules will not have an impact on those who want to make good-looking visual data analysis reports.

<> this is made with the free version of the visual data analysis tool.

Link to talk.

Graduates majoring in financial accounting and auditing have broad employment prospects, and are engaged in accounting, auditing, and financial management in enterprises and institutions in all walks of life, such as finance, finance, taxation, economy and trade. Such as: insurance statisticians, auditors, bank inspectors, revenue administrators, budget control analysts, certified public accountants, financial executives, professors, public accountants, brokers, system analysts, tax experts, finance, trust accountants, insurers, departments, banking and financial departments, industry, six accounting companies, consulting companies, non-profit organizations, departments, claims coordinators, customer loan officers, cost accountants, credit and finance experts, accountants.

One. You need to understand the current macro background, national policies. If the economy is in a downturn, the net profit value of the company's financial statements may be affected, especially for policy-oriented enterprises.

Two. You need to analyze the characteristics of the industry in which the company operates. For example, the competitive landscape in the industry, the development status, the growth and the industrial chain. Model analysis, such as Porter's Five Forces model, is recommended.

Three. You need to analyze the strengths, weaknesses, threats, opportunities of the company itself (SWOT analysis). Learn about the company's core competencies, strategy development, and more. There is also the company's governance, shareholding structure, internal governance, etc.

After the above non-financial analysis is concluded, I would like to make a financial analysis of the company.

Financial Analysis I. Select the reference company. Generally, enterprises with similar main businesses or leading enterprises in the industry are selected as reference companies.

Two. The analysis of financial indicators first analyzes the solvency, operating ability, profitability and development ability of the enterprise, and conducts horizontal and vertical analysis. (Data can be found in wind) there is also profit quality analysis, cash flow analysis, capital structure, enter the report to see its asset composition, liability composition, expense income composition and then conduct a comprehensive financial analysis of the enterprise, generally DuPont analysis or use the z-score model, there are many methods, depending on your choice.

Finally, summarize the company's existing problems or put forward investor suggestions.

Another: accounting is the language of businessWhen analyzing, it is important to pay attention to the company's periodic reports, the company's important matters, notes to the financial statements, and possible accounting subjects such as construction in progress.

Then you will dig out a lot of information from the financial statements, and the analysis of the statements will be more brilliant.