How to use Finebi to do financial analysis

many enterprises with the growth of business scale, the traditional method of financial analysis by hand to extract data, it is difficult to quickly analyze and forecast the financial management situation. It is now popular for business people to make financial analysis using self-service BI tools, and everyone wants to make their own statements and analyze them quickly. Next, take an enterprise as an example to quickly establish a financial analysis.

I. Overview of business needs

According to the analysis needs of the enterprise, set up performance Index database and industry or benchmark index database as the data source of financial analysis, the whole financial Analysis system is divided into ten topics on the basis of performance evaluation model, investment evaluation model, financial risk model and Operation analysis model, respectively, for asset theme, profit subject, fund theme, Central Enterprises Performance appraisal subject, the central enterprises responsible for the subject, the subject of income, cost and cost theme, inventory theme, internal and external benchmarking and budget theme. Through these analysis topics to the enterprise progress monitoring and operational early warning, so as to achieve the control of enterprise strategy.

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for example, here to the enterprise Operation capability Analysis, a new accounts receivable analysis.

Second, the solution of ideas

according to Finebi process, divided into three steps: Data configuration -- New Analysis -- share the report.

The first step is to create a business package

finebi Connect, then click on Business Package Management to create a new business package and add the above data tables for the business package based on the newly created data connection. Also establish an escape and association for the data Tables (Escape data tables and fields into business-related, new-user-understandable names), and assign the use rights of the business package to the employees who created the new analysis and view analysis.

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In the second step, the Treasurer logs in with his system account, creates a new analysis at the new analytics office, and shares the real-time analysis with the leader. Here we need to build a summary of receivables, receivables, receivables Trends, receivables constitute four components to the region, time, specific cities and the composition of the receivables four dimensions of the analysis, the chart should be linked to achieve dynamic display.

First, create a summary of the Receivables Profile component:

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The details of receivables, receivables Trends, the composition of receivables is the same principle, select the desired build type, drag the corresponding field, here is not repeated introduction. Tables and tables constitute a link, can be achieved through linkage, how to achieve linkage, see figure:

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The third step, will be built to the analysis of the leadership, the leader in their own account landing when you will see the following analysis report.

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  Finally, you can set up a back-up analysis, get an overview of business operations Analysis and the receivable collection of the composition of the scale, you can find specific departments, The amount of money and loss in the specific time of the project.

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compared with the traditional financial analysis,BI because of its self-help, intuitive, can solve the traditional analysis system process cumbersome, data redundancy is not accurate and so on, not only to save human resources, but also for decision-makers to provide a strong data base, Realize automatic unified accounting of data process. For non-professional technical personnel, in the information analysis is no longer the only thing.

How to use Finebi to do financial analysis