Case analysis of financial statement development: Introduction and key points of several general dimensions

Financial Statement Analysis

Financial analysis is based on accounting and reporting data and other relevant information, using a series of specialized analytical techniques and methods, the enterprise and other economic organizations in the past and now related to fund-raising activities, investment activities, business activities, the profitability of distribution activities, operational capacity, solvency and growth capacity of the status of analysis and evaluation economic management activities. It is for enterprise investors, creditors, operators and other interested organizations or individuals to understand the past, evaluate the current situation of enterprises, predict the future of enterprises to make the correct decision to provide accurate information or basis of economic application disciplines.

There are many methods and analytical tools for financial analysis, and the specific application should be based on the purpose of the analyst. The most frequently used or around the financial indicators of single indicators, multi-index comprehensive analysis, coupled with borrowing some reference values (such as budget, target, etc.), the use of some analytical methods (ratios, trends, structures, factors, etc.) for analysis, and then through the intuitive, user-friendly format (reports, graphic reports, etc.) presented to users.

Financial Statement Development

Generally speaking, report development mainly refers to the development of financial statements, such as balance sheet, profit statement, cash flow statement, profit distribution table, inventory schedule, etc.
Report development generally has two ways:

One: equivalent to the development of the program, the establishment of a database, set up reporting service tools, through the tool to establish reports. It is then called in the VS program. Organize SQL statements to present the data to the table in a way that the user is accustomed to. Provides a more intuitive, simpler database query window.

Second: The direct borrowing of mature reporting tools to develop reports, less work, there is a relatively sound report development program, but for the programmers who are accustomed to programming, may be inflexible.

Report Development Dimension Reference

The following dimensions borrow a report developed by Finereport to show

Daily Money Plan

Daily Funding Plan Dimension report development requires several key points to note:

1. Date Lock

2. column header pinning: Prevents too many column names, the item name cannot be found on display, and the header needs to be fixed to prevent too many project names from being found when the report is pulled down.

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Capital Plan Summary

Precautions refer to above

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Daily Store Performance Summary

When selecting a department, the date needs to be locked

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Daily Store Performance Summary

Date Lock

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Case analysis of financial statement development: Introduction and key points of several general dimensions