{"id":5175,"date":"2019-03-05T14:12:18","date_gmt":"2019-03-05T06:12:18","guid":{"rendered":"http:\/\/www.finereport.com\/en\/?p=5175"},"modified":"2025-04-16T16:40:20","modified_gmt":"2025-04-16T08:40:20","slug":"how-to-build-enterprise-financial-analysis-platform-and-models","status":"publish","type":"post","link":"https:\/\/www.finereport.com\/en\/data-analysis\/how-to-build-enterprise-financial-analysis-platform-and-models.html","title":{"rendered":"How to build enterprise financial analysis platform and models?"},"content":{"rendered":"\n<p>An analysis system that can successfully operate and bring benefits often requires&nbsp;a series of links&nbsp;such as master data management, data warehouse construction, analysis platform, and indicator combing.<\/p>\n\n\n\n<p><a href=\"http:\/\/www.finereport.com\/en\/\">FineReport<\/a>&nbsp;has completed such data analysis projects for many companies.&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/www.finereport.com\/en\/reporting-tools\/financial-reporting-analysis.html\" target=\"_blank\">Finance<\/a>&nbsp;is often the first module that most companies&nbsp;cut into, becoming&nbsp;data centers, profit centers, and so on.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/www.finereport.com\/en\/products\"><img loading=\"lazy\" width=\"1024\" height=\"485\" src=\"http:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Business-Structure-1024x485.png\" alt=\"Business Structure\" class=\"wp-image-5181\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Business-Structure-1024x485.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Business-Structure-300x142.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Business-Structure-768x364.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Business-Structure.png 1659w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>Here we will talk about it in a systematic manner and share with you some experience on it.<\/p>\n\n\n\n<div id=\"toc_container\" class=\"toc_transparent no_bullets\"><p class=\"toc_title\">Contents<\/p><ul class=\"toc_list\"><li><a href=\"#What_problem_do_you_want_to_solve_by_a_financial_analysis_platform\">What problem do you want to solve by a financial analysis platform?<\/a><\/li><li><a href=\"#What8217s_your_expectations_and_what_do_you_have_now_for_a_financial_analysis_platform\">What&#8217;s your expectations and what do you have now for a financial analysis platform?<\/a><\/li><li><a href=\"#What_do_you_have_to_do_step_by_step_by_a_financial_analysis_platform\">What do you have to do step by step by a financial analysis platform?<\/a><ul><li><a href=\"#Overall_plan\">Overall plan<\/a><\/li><li><a href=\"#Build_a_reporting_platform_system\">Build a reporting platform system<\/a><\/li><li><a href=\"#Comb_indicators_and_build_the_library\">Comb indicators and build the library<\/a><\/li><li><a href=\"#Financial_analysis_application\">Financial analysis application<\/a><\/li><li><a href=\"#Financial_comprehensive_analysis\">Financial comprehensive analysis<\/a><\/li><li><a href=\"#Related_report\">Related report<\/a><\/li><\/ul><\/li><\/ul><\/div>\n<h2><span id=\"What_problem_do_you_want_to_solve_by_a_financial_analysis_platform\">What problem do you want to solve by a financial analysis platform?<\/span><\/h2>\n\n\n\n<p>First of all, if you want to clearly solve some financial problems, for example, in terms of&nbsp;the management of people, finance, materials, information and other parts,&nbsp;are you going to reduce manpower waste, production waste or inventory backlog? To improve operational efficiency? In the long run, where do you want to exactly arrive? To support the data-driven operation of a business department? Or to take on the role of the data center?<\/p>\n\n\n\n<h2><span id=\"What8217s_your_expectations_and_what_do_you_have_now_for_a_financial_analysis_platform\">What&#8217;s your expectations and what do you have now for a financial analysis platform?<\/span><\/h2>\n\n\n\n<p>Secondly, what kinds of reports do you need? What kinds of applications do you expect to create? And what kinds of data is available at hand?<\/p>\n\n\n\n<p>The above is the business level and you have to make a business plan based on the answers to the questions above. After thinking about it, it is the data level, you need to:<\/p>\n\n\n\n<p>1. Unify data standards and rules &#8211; master data management<\/p>\n\n\n\n<p>2. Build a data center that supports analysis &#8211; data warehouse<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/www.finereport.com\/en\/products\"><img loading=\"lazy\" width=\"1024\" height=\"547\" src=\"http:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Report-System-1024x547.png\" alt=\"report system\" class=\"wp-image-5182\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Report-System-1024x547.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Report-System-300x160.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Report-System-768x410.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Report-System.png 1371w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h2><span id=\"What_do_you_have_to_do_step_by_step_by_a_financial_analysis_platform\">What do you have to do step by step by a financial analysis platform?<\/span><\/h2>\n\n\n\n<p>Then it is report planning, indicator combing, analysis model construction and visualization.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/www.finereport.com\/en\/products\"><img loading=\"lazy\" width=\"656\" height=\"239\" src=\"http:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/QQ20190305-113211.png\" alt=\"report planning\" class=\"wp-image-5183\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/QQ20190305-113211.png 656w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/QQ20190305-113211-300x109.png 300w\" sizes=\"(max-width: 656px) 100vw, 656px\" \/><\/a><\/figure>\n\n\n\n<h3><span id=\"Overall_plan\">Overall plan<\/span><\/h3>\n\n\n\n<p>The first is to automate and visualize the analysis of business data.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/www.finereport.com\/en\/products\"><img loading=\"lazy\" width=\"1024\" height=\"540\" src=\"http:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Overall-Plan-1024x540.png\" alt=\"overall plan\" class=\"wp-image-5184\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Overall-Plan-1024x540.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Overall-Plan-300x158.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Overall-Plan-768x405.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Overall-Plan.png 1050w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>The following is the technical framework of the conventional analysis platform.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/www.finereport.com\/en\/products\"><img loading=\"lazy\" width=\"782\" height=\"783\" src=\"http:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/\u5e38\u89c4\u5206\u6790\u5e73\u53f0\u7684\u6280\u672f\u6846\u67b6.png\" alt=\"the technical framework of the conventional analysis platform\" class=\"wp-image-5185\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/\u5e38\u89c4\u5206\u6790\u5e73\u53f0\u7684\u6280\u672f\u6846\u67b6.png 782w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/\u5e38\u89c4\u5206\u6790\u5e73\u53f0\u7684\u6280\u672f\u6846\u67b6-150x150.png 150w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/\u5e38\u89c4\u5206\u6790\u5e73\u53f0\u7684\u6280\u672f\u6846\u67b6-300x300.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/\u5e38\u89c4\u5206\u6790\u5e73\u53f0\u7684\u6280\u672f\u6846\u67b6-768x769.png 768w\" sizes=\"(max-width: 782px) 100vw, 782px\" \/><\/a><\/figure>\n\n\n\n<h3><span id=\"Build_a_reporting_platform_system\">Build a reporting platform system<\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" width=\"892\" height=\"228\" src=\"http:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/QQ20190305-134207.png\" alt=\"\" class=\"wp-image-5186\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/QQ20190305-134207.png 892w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/QQ20190305-134207-300x77.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/QQ20190305-134207-768x196.png 768w\" sizes=\"(max-width: 892px) 100vw, 892px\" \/><figcaption><a href=\"http:\/\/www.finereport.com\/en\/products\">Click here<\/a> to know more about FineReport<\/figcaption><\/figure>\n\n\n\n<h3><span id=\"Comb_indicators_and_build_the_library\">Comb indicators and build the library<\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" width=\"1024\" height=\"778\" src=\"http:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Financial-Management-1024x778.png\" alt=\"Financial Management\" class=\"wp-image-5187\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Financial-Management-1024x778.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Financial-Management-300x228.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Financial-Management-768x584.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Financial-Management.png 1674w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3><span id=\"Financial_analysis_application\">Financial analysis application<\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" width=\"1024\" height=\"669\" src=\"http:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Financial-Analysis-Application-1024x669.png\" alt=\"Financial Analysis Application\" class=\"wp-image-5188\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Financial-Analysis-Application-1024x669.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Financial-Analysis-Application-300x196.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Financial-Analysis-Application-768x502.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Financial-Analysis-Application.png 1316w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3><span id=\"Financial_comprehensive_analysis\">Financial comprehensive analysis<\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" width=\"1024\" height=\"431\" src=\"http:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Financial-Comprehensive-Analys-1024x431.png\" alt=\"Financial Comprehensive Analysis\" class=\"wp-image-5189\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Financial-Comprehensive-Analys-1024x431.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Financial-Comprehensive-Analys-300x126.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/Financial-Comprehensive-Analys-768x323.png 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3><span id=\"Related_report\">Related report<\/span><\/h3>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/www.finereport.com\/en\/products\"><img loading=\"lazy\" width=\"1024\" height=\"504\" src=\"http:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/benefitsreview-1024x504.gif\" alt=\"Financial Report-gains and losses\" class=\"wp-image-5190\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/benefitsreview-1024x504.gif 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/benefitsreview-300x148.gif 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/benefitsreview-768x378.gif 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/www.finereport.com\/en\/products\"><img loading=\"lazy\" width=\"948\" height=\"618\" src=\"http:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/cashflow.gif\" alt=\"cash flow analysis\" class=\"wp-image-5191\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/www.finereport.com\/en\/products\"><img loading=\"lazy\" width=\"881\" height=\"361\" src=\"http:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/dailyshipping.gif\" alt=\"daily shipping expenses\" class=\"wp-image-5192\"\/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"http:\/\/www.finereport.com\/en\/products\"><img loading=\"lazy\" width=\"1024\" height=\"689\" src=\"http:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/dupont-1024x689.png\" alt=\"Dupont analysis\" class=\"wp-image-5193\" srcset=\"https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/dupont-1024x689.png 1024w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/dupont-300x202.png 300w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/dupont-768x517.png 768w, https:\/\/www.finereport.com\/en\/wp-content\/uploads\/2019\/03\/dupont.png 1100w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<p>FineReport now has rich experience on helping our customers&nbsp;in finance departments reduce costs and risks, improve profitability, transparency and service, guide more informed decisions.&nbsp;For more information, please visit&nbsp;<a href=\"http:\/\/www.finereport.com\/en\/success\/financialreports\">FineReport Financial Solution<\/a>.<\/p>\n\n\n\n<p><em>Follow&nbsp;<\/em><a href=\"https:\/\/www.facebook.com\/finereport\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>FineReport Reporting Software<\/em><\/a><em>&nbsp;on Facebook to make the best of your data!<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>An analysis system that can successfully operate and bring benefits often requires a series of links such as master data management, data warehouse construction, analysis platform, and indicator combing. What kind of financial problem do you want to solve? What&#8217;s your expectations and what data do you have now? What do you have to do step by step?<\/p>\n","protected":false},"author":1,"featured_media":5181,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[161],"tags":[173,129,136],"yst_prominent_words":[768,773,249,777,770,766,767,772,405,2449,209,769,402,775,765,764,771,774,776],"_links":{"self":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts\/5175"}],"collection":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/comments?post=5175"}],"version-history":[{"count":11,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts\/5175\/revisions"}],"predecessor-version":[{"id":19624,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/posts\/5175\/revisions\/19624"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/media\/5181"}],"wp:attachment":[{"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/media?parent=5175"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/categories?post=5175"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/tags?post=5175"},{"taxonomy":"yst_prominent_words","embeddable":true,"href":"https:\/\/www.finereport.com\/en\/wp-json\/wp\/v2\/yst_prominent_words?post=5175"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}