Financial data analysis method and system
A technology of financial data and financial analysis, applied in the field of data analysis, can solve problems such as wasting time and wasting
Inactive Publication Date: 2017-03-22
SHANDONG CVIC SOFTWARE ENG
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Problems solved by technology
At present, when analyzing financial statements, it is generally calculated by the formulas that come with the software, but for staff who are not familiar with the formulas, it will undoubtedly take a lot of time to get familiar with the formulas, and currently when analyzing different types of data reports , it is necessary to search the previous data one by one, which is also a waste of time
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[0038] The following will clearly and completely describe the technical solutions in the embodiments of the present invention with reference to the accompanying drawings in the embodiments of the present invention. Obviously, the described embodiments are only some, not all, embodiments of the present invention. Based on the embodiments of the present invention, all other embodiments obtained by persons of ordinary skill in the art without creative efforts fall within the protection scope of the present invention.
[0039] The embodiment of the invention discloses a method and system for analyzing financial data, so as to improve the analysis efficiency of financial data.
[0040] see figure 1 , a financial data analysis method provided by an embodiment of the present invention, comprising:
[0041] S101. Using a predetermined conversion rule, convert the financial business term entered by the user into a calculation formula; the calculation formula includes: input items that...
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The present invention discloses a financial data analysis method and system. The method comprises the steps of utilizing a predetermined conversion rule to convert the financial business terms inputted by the users into the calculation formulas; according to the submission types of the calculation formulas, configuring the calculation formulas into the financial analysis templates corresponding to the submission types, and utilizing the financial analysis templates to analyze and process the corresponding financial data. According to the scheme of the present invention, the business terms of the financial staff can be converted into the calculation formulas capable of being identified by a system, so that users analyze the financial data by the converted calculation formulas directly, and the data analysis efficiency is improved. If the financial analysis business terms or the financial subjects change, the changed business data can be converted into the corresponding calculation formulas directly, thereby reducing the workload brought by the coding. Moreover, the calculation formulas converted in the scheme can automatically obtain the financial data, such as the cross-year report forms, the cross-month report forms, etc., from a database, so that the data automatic acquisition is realized, and the workload of the workers is reduced.
Description
technical field [0001] The present invention relates to a data analysis method, more specifically, to an analysis method and system for financial data. Background technique [0002] Financial analysis is based on accounting and statement data and other relevant materials, and adopts a series of specialized analysis techniques and methods to analyze the profitability, Economic management activities that analyze and evaluate operating capacity, solvency, and growth capacity. It is an economic application discipline that provides accurate information or basis for investors, creditors, managers and other organizations or individuals who care about the company to understand the past, evaluate the current situation of the company, and predict the future of the company to make correct decisions. At present, when analyzing financial statements, it is generally calculated by the formulas that come with the software, but for staff who are not familiar with the formulas, it will undou...
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IPC IPC(8): G06Q40/00G06F17/30
CPCG06Q40/125G06F16/245
Inventor 张青朱瑞
Owner SHANDONG CVIC SOFTWARE ENG