Operation analysis report generation method and system

A technology for business analysis and report generation, applied in structured data retrieval, resources, office automation, etc., to solve problems such as analysis work, shortage of professionals, and large engineering volume.

Pending Publication Date: 2021-01-12
星云海数字科技股份有限公司
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  • Summary
  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] However, at present, most of these analysis reports are completed manually by professionals, and the enterprise itself cannot carry out such analysis work. Although it is professional
However, there are shortcomings such as shortage of professionals, huge labor costs, huge engineering volume, long report generation cycle, subjective bias of different analysts, difficulty in covering all indicator analysis fields, and difficulty in quantitative analysis and predictive analysis.

Method used

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  • Operation analysis report generation method and system
  • Operation analysis report generation method and system

Examples

Experimental program
Comparison scheme
Effect test

Embodiment 1

[0037] Such as figure 1 As shown, the method for generating a business analysis report in this embodiment includes the following steps:

[0038] S1. Monitor the business database by monitoring the update time of the business database record;

[0039] S2. Extract historical business data from the business database and load it into the factual business database of the data center, after data cleaning and other processing, to obtain factual business data, and preprocess the factual business data by setting business model rules and algorithms to generate indicators Data (such as sales index data, etc.), and establish an index database; wherein, the factual business data includes: one or more of the completion rate, completion quantity, year-on-year growth, and chain-month growth of a certain business index within a predetermined period of time Various; the preprocessing of the factual business data includes: algorithm processing such as k-means clustering, maximum clustering, and...

Embodiment 2

[0046] The difference between this embodiment and Embodiment 1 is that, in step S2, performing library configuration on the attribute of the index data includes: setting the index data as a master index and a slave index, and the slave index is subordinate to the master index, which can According to their impact on business;

[0047] Include in step S4:

[0048]Comparing the main indicator / slave indicator in the indicator forecast data with the corresponding main indicator / slave indicator data (including sales data) in the monthly and / or quarterly and / or annual actual business data of the reporting entity (such as an enterprise) obtained Contrast, and judge whether the corresponding index data in the actual business data of the reporting entity meets the completion expectations based on the comparison results, and use this as the main basis for the completion of the index;

[0049] The comparison results include: one or more of the completion rate of the same index, the same ...

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Abstract

The invention discloses an operation analysis report generation method and system. The method comprises the following steps: monitoring a business database; extracting historical business data from the business database, loading the historical business data to a fact business database to obtain fact business data, and generating index data; processing the index data to obtain index prediction data; comparing the index prediction data with corresponding index data in the obtained actual business data of the report entity, and judging whether the corresponding index data in the current actual business data of the report entity conforms to completion expectation or not according to a comparison result; and acquiring expert suggestions corresponding to the comparison result, and generating andoutputting an operation analysis report. According to the invention, qualitative and quantitative analysis is carried out on the business condition of the enterprise, such as the sales condition, through a big data analysis method to determine the key indexes, and a feasible solution is given, so that the improvement of the business condition of the enterprise is realized.

Description

technical field [0001] The invention relates to the field of big data applications, in particular to a method and system for generating a business analysis report. Background technique [0002] In various industries (such as the automobile sales industry), enterprises need to analyze and summarize the operating conditions (including sales, product categories, number of stores, etc.) Provide the basis for the follow-up business plan. [0003] However, at present, most of these analysis reports are completed manually by professionals, and the enterprise itself cannot carry out such analysis work, although it is professional. However, there are shortcomings such as shortage of professionals, huge labor costs, huge project volume, long report generation cycle, subjective bias of different analysts, difficulty in covering all indicator analysis fields, and difficulty in quantitative analysis and predictive analysis. Contents of the invention [0004] Aiming at the deficiencie...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/06G06Q10/10G06F16/21G06F16/23
CPCG06Q10/06393G06Q10/0637G06Q10/10G06F16/21G06F16/23
Inventor 郑毅余军郑小婉
Owner 星云海数字科技股份有限公司
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