JP6885261B2 - Information processing equipment and programs - Google Patents

Description

The present invention relates to an information processing device and a program.

In the past, needs related to data management specifications such as ordering and ordering differed by industry and user, and it was difficult to cover all needs. Therefore, an application program that can add user-original items to the data input screen is provided. Further, a data receiving module capable of registering data including items added by this application program in a database has been proposed (see Patent Document 1).

Japanese Unexamined Patent Publication No. 2001-134692

However, in the data receiving module disclosed in Patent Document 1, when the input data registered in the database is used in an external application such as an analysis tool, the name of the user's original item is fixed (“additional column”). It will be displayed in "Data 1" etc.) and will not be changed dynamically. Therefore, there is a problem that it is difficult to discriminate the user's original item at the time of analysis, and the item cannot be positively utilized for analysis.

An object of the present invention is to provide an information processing apparatus and a program for adding an original item as an input item in data management and facilitating analysis of the data accumulated including the original item.

In order to solve the above problems, the information processing device according to the present invention is
An information processing device that analyzes based on accumulated form data or transaction data.
A reception means that accepts the addition of items that are newly started to be accumulated as one item of form data or transaction data,
A setting means for setting an item whose addition has been accepted by the reception means to be selectable as one of the analysis target items, and a setting means.
When an item whose addition has been accepted by the receiving means is selected as one of the analysis target items, the analysis means for analyzing by excluding the form data or transaction data before the item is added from the analysis target. ,
It is characterized by having.

According to the present invention, an original item can be added as an input item in data management, and the data accumulated including the original item can be easily analyzed.

It is a block diagram which shows the sales management system of embodiment of this invention. It is a block diagram which shows the functional structure of a cloud server. It is a block diagram which shows the functional structure of a local server. It is a block diagram which shows the functional structure of the 1st terminal apparatus. It is a block diagram which shows the functional structure of the 2nd terminal apparatus. It is a figure which shows the layout edit screen. It is a figure which shows the state which the item insertion screen is superposed on the layout edit screen. It is a figure which shows the setting area of the item which a user desires. It is a figure which shows the state which the item name input screen is superposed on the layout edit screen. It is a figure which shows the state which the confirmation screen is superposed on the layout edit screen. It is a figure which shows the arbitrary item control table. It is a figure which shows the variable setting screen. It is a figure which shows the logical item name setting screen. It is a figure which shows the setting screen for a user. It is a figure which shows the result table of the analysis. It is a figure which shows the setting screen for a user. It is a figure which shows the result table of the analysis. It is a figure which shows the setting screen for a user. It is a figure which shows the result table of the analysis. It is a figure which shows an example of the method of the drill-down analysis. It is a flowchart which shows the flow of a series of processing executed in a sales management system.

<Structure of sales management system>
First, a schematic configuration of the sales management system 100 (information processing device) will be described with reference to FIG.
FIG. 1 is a diagram showing a schematic configuration of the sales management system 100.
As shown in FIG. 1, the sales management system 100 of the present embodiment includes a cloud server 1, a plurality of local servers 2, a plurality of first terminal devices 3, and a plurality of second terminal devices 4. ing. The cloud server 1 and each local server 2 are connected to each other so that information can be communicated via, for example, the Internet 5. Further, each local server 2 is connected to the first terminal device 3 via a LAN (Local Area Network) 6 so as to be capable of information communication. Further, the second terminal device 4 is connected to the cloud server 1 via the Internet 5 so as to be capable of information communication.

The cloud server 1 is a server that provides a cloud service to a user as a part of the sales management system 100, and stores and manages a business information DB (database) related to business information for each user (client). In addition, the cloud server 1 realizes functions related to various data processing related to the business information DB (for example, information inquiry of business partners and products, viewing of slips and invoices, management analysis, etc.) by executing various programs. Processing to do). The cloud server 1 can be accessed when the authentication using the authentication information is successful.

The local server 2 is a server installed at a base of a user (client) such as an owner of a private company, an owner of a small and medium-sized enterprise, or a shop owner of a private store, and stores a business information DB related to the business information of this user. to manage. In addition, the local server 2 executes various programs installed in advance to process various data related to the business information DB (for example, processing for realizing functions related to sales management, purchase management, inventory management, etc.). I do.

The first terminal device 3 is, for example, a tablet PC (Personal Computer), a notebook PC, a desktop PC, or the like. The first terminal device 3 shares the business information DB stored in the local server 2 via the LAN 6, and executes various programs installed in advance in the same manner as the local server 2, thereby performing the business information. Performs various data processing related to DB.

The second terminal device 4 is, for example, a smartphone, a tablet PC, a mobile phone, a PDA, a notebook PC, a desktop PC, or the like that can be used by the user on the go. The second terminal device 4 accepts a user's input operation, transmits information based on the input operation to the cloud server 1, and displays the information transmitted and received from the cloud server 1. The second terminal device 4 may be combined with the above-mentioned first terminal device 3.

FIG. 2 is a block diagram showing a functional configuration of the cloud server 1.
As shown in FIG. 2, the cloud server 1 stores a CPU (Central Processing Unit) 11 (first setting means, analysis means, second setting means, designation means), RAM (Random Access Memory) 12, and storage. A unit 13, an operation unit 14, a display unit 15, and a communication unit 16 are provided. Further, each part of the cloud server 1 is connected via the bus 17.

The CPU 11 controls each part of the cloud server 1. The CPU 11 reads a designated program among the system programs and application programs stored in the storage unit 13, expands the program into the work area of the RAM 12, and executes various processes according to the program.

The RAM 12 is, for example, a volatile memory and has a work area for temporarily storing various programs and data read by the CPU 11.

The storage unit 13 is composed of, for example, an HDD (Hard Disk Drive), an SSD (Solid State Drive), or the like, and is a storage unit capable of writing and reading data and programs. Further, the storage unit 13 stores the program 13a, the account DB 13b, the business information DB 13c, and the like.

The program 13a includes the above-mentioned various system programs and application programs executed by the CPU 11.
In the account DB 13b, information related to the account of the user of the sales management system 100 is registered. Here, the information related to the account includes a user name and a password unique to each account. In the present embodiment, the authentication information is configured by the combination of the user name and the password.
The business information DB 13c is a database in which business information of a management target (user who owns each local server 2) in the sales management system 100 is registered. The business information DB 13c is synchronized with the business information DB 23b of each local server 2.

The operation unit 14 has, for example, a key input unit such as a keyboard and a pointing device such as a mouse. Further, the operation unit 14 receives the key input and the position input, and outputs the operation information to the CPU 11.

The display unit 15 is composed of, for example, an LCD (Liquid Crystal Display), an organic EL (Electro Luminescence) display, or the like. Further, the display unit 15 displays various screens according to the instruction of the display signal input from the CPU 11.

The communication unit 16 is composed of, for example, a network card or the like. Further, the communication unit 16 is connected to the Internet 5 and communicates with a device on the Internet 5 (for example, a local server 2, a second terminal device 4, etc.).

FIG. 3 is a block diagram showing a functional configuration of the local server 2.
As shown in FIG. 3, the local server 2 includes a CPU 21 (reception means), a RAM 22, a storage unit 23, an operation unit 24, a display unit 25, and a communication unit 26. Further, each part of the local server 2 is connected via the bus 27.

The CPU 21 controls each part of the local server 2. The CPU 21 reads a designated program among the system programs and application programs stored in the storage unit 23, expands the program into the work area of the RAM 22, and executes various processes according to the program.

The RAM 22 is, for example, a volatile memory and has a work area for temporarily storing various programs and data read by the CPU 21.

The storage unit 23 is composed of, for example, an HDD, an SSD, or the like, and is a storage unit capable of writing and reading data and programs. Further, the storage unit 23 stores the program 23a, the business information DB 23b, and the like.

The program 23a includes the above-mentioned various system programs and application programs executed by the CPU 21.
The business information DB 23b is a database in which business information of a management target (a user who owns a local server 2 that stores the business information DB 23b) in the sales management system 100 is registered.
Since the configurations of the operation unit 24, the display unit 25, and the communication unit 26 are the same as the configurations of the operation unit 14, the display unit 15, and the communication unit 16 of the cloud server 1, detailed description thereof will be omitted.

FIG. 4 is a block diagram showing a functional configuration of the first terminal device 3.
As shown in FIG. 4, the first terminal device 3 includes a CPU 31, a RAM 32, a storage unit 33, an operation unit 34, a display unit 35, and a communication unit 36. Further, each part of the first terminal device 3 is connected via a bus 37.

The CPU 31 controls each part of the first terminal device 3. The CPU 31 reads a designated program among the system programs and application programs stored in the storage unit 33, expands the program into the work area of the RAM 32, and executes various processes according to the program. At that time, the CPU 31 stores various processing results in the RAM 32, and displays the processing results on the display unit 35 as needed.

The RAM 32 is, for example, a volatile memory and has a work area for temporarily storing various programs and data read by the CPU 31.

The storage unit 33 is composed of, for example, an HDD, an SSD, or the like, and is a storage unit capable of writing and reading data and programs. Further, the storage unit 33 stores the program 33a. The program 33a includes the above-mentioned various system programs and application programs executed by the CPU 31.

Since the configurations of the operation unit 34, the display unit 35, and the communication unit 36 are the same as the configurations of the operation unit 14, the display unit 15, and the communication unit 16 of the cloud server 1, detailed description thereof will be omitted.

FIG. 5 is a block diagram showing a functional configuration of the second terminal device 4.
As shown in FIG. 5, the second terminal device 4 includes a CPU 41, a RAM 42, a storage unit 43, an operation unit 44, a display unit 45, and a communication unit 46. Further, each part of the second terminal device 4 is connected via a bus 47. Since the configuration of the second terminal device 4 is the same as the configuration of the first terminal device 3, detailed description thereof will be omitted.

<How to customize the slip input form in the sales management system>
In the sales management system 100 of the present embodiment, it is possible to customize various slip input forms for inputting data and the like in the slip format on the local server 2. Hereinafter, a method of customizing various slip input forms in the sales management system 100 will be described.

FIG. 6 is a diagram showing a layout editing screen 71. The layout edit screen 71 relates to the customization of the slip input form from the business menu screen (not shown) displayed when the predetermined software for performing various data processing related to the business information DB 23b is started on the local server 2. This screen is displayed when a file (not shown) is selected. On the layout editing screen 71 of FIG. 6, an input operation for selecting a delivery note as a slip input form to be customized is performed, and a sample of the delivery note is displayed.
When the layout edit screen 71 is displayed, the user performs a predetermined operation to display the item insertion screen 72 for inserting the user's desired item (original item) into the delivery note as a sub screen. Can be done.

FIG. 7 is a diagram showing a state in which the item insertion screen 72 is superimposed and displayed on the layout edit screen 71. On the item insertion screen 72 of FIG. 7, a pull-down menu M1 that allows the user to select and input a desired item insertion location in a pull-down format, a list menu M2 that allows the user to select and input the type of the item, and an item. An OK button B1 for executing registration with the contents input on the insertion screen 72, a cancel button B2 for canceling the contents, and a close button B3 for closing the item insertion screen 72 are displayed.

On the item insertion screen 72, for example, the user performs an input operation of selecting "aggregate" as the insertion location from the pull-down menu M1 and selecting "character arbitrary item T01" as the insertion item type from the list menu M2, and is OK. By performing an input operation for selecting the button B1, a cursor (not shown) for more specifically specifying the insertion location of the item desired by the user is displayed. Then, the user operates this cursor and performs an input operation for designating the start point and the end point of the insertion place, so that the user-desired item can be placed at an arbitrary place in the summary area of the delivery note as shown in FIG. The setting area R of is displayed. Then, the user can display the item name input screen 73 for inputting the item name to be displayed in the setting area R as a sub screen by performing a predetermined operation.

FIG. 9 is a diagram showing a state in which the item name input screen 73 is superimposed and displayed on the layout edit screen 71. On the item name input screen 73 of FIG. 9, a text box A1 in which an item name can be input, an OK button B4 for executing registration with the contents input in the text box A1, and a cancel for canceling the contents. Button B5 and a close button B6 for closing the item name input screen 73 are displayed.
On the item name input screen 73, the user performs an operation of inputting a desired "delivery place" as the item name in the text box A1, and performs an input operation of selecting the OK button B4, whereby the item name " The "delivery place" is displayed in a reflected state, and a confirmation screen for asking the user to confirm the saving of the customized information by customizing the slip input form is displayed.

FIG. 10 is a diagram showing a state in which the item name “delivery place” is displayed in the setting area R and the confirmation screen 74 is superimposed and displayed on the layout editing screen 71. On the confirmation screen 74 of FIG. 10, a permission button B7 for permitting the saving of customized information by customizing the slip input form, a disallow button B8 for disallowing the saving, and a cancel button B9 for canceling the customization of the slip input form. , A close button B10 for closing the confirmation screen 74 is displayed.
The user completes the customization of the delivery note (slip input form) by performing the input operation of selecting the permission button B7 on the confirmation screen 74, and the customization information by the customization of the delivery note is stored in the optional item control table T. It is supposed to be (registered).

FIG. 11 is a diagram showing an arbitrary item control table T. The optional item control table T is a table that centrally manages the items selected as the character optional items on the item insertion screen 72 shown in FIG. 7, that is, the original items desired by the user when the slip input form is customized. The optional item control table T is included in the business information DB 23b.
As shown in FIG. 11, in the optional item control table T, for each of the various slip input forms (forms), the "character usage classification", "character item name", "character addition date", etc. of each registered character optional item, etc. Information is registered. Here, the "character usage classification" is a classification indicating whether or not to use the corresponding character arbitrary item in the customized slip input form, and specifically, it corresponds to the customized slip input form. "1" is set when an arbitrary item is used, and "2" is set when it is not used. For example, when the user-desired additional (insertion) item "delivery place" is registered in the optional item control table T, the "character usage classification T01" of this "delivery place" is set to "1". It has become. The "character item name" is a customized character arbitrary item name. Further, the "character addition date" is a date in which the customized character arbitrary item is registered in the optional item control table T. The "subsystem ID" is an ID for identifying the local server 2 that stores the arbitrary item control table T. Further, the "form number" is a number for identifying the slip input form that is the target of customization.

<How to use arbitrary text items in management analysis tools>
The sales management system 100 of the present embodiment has a business analysis tool (BI (Business Intelligence) tool) that realizes a function related to business analysis in the cloud server 1, and the above-mentioned slip input form is provided by this business analysis tool. It is now possible to perform analysis using arbitrary character items added by customizing. In the following, we will explain how to utilize the optional character items added by customizing the slip input form in the management analysis tool.

First, a method of setting the character optional item, which is a premise for performing an analysis using the character optional item, will be described with reference to FIGS. 12 and 13.

FIG. 12 is a diagram showing a variable setting screen 81. The variable setting screen 81 is a screen displayed during the setting work of setting the character arbitrary item added by customizing the slip input form as a variable, that is, as an analysis target item in the management analysis tool. The variable setting screen 81 is a screen that can be displayed only when, for example, a user who manages the operation of the cloud server 1 activates the management analysis tool.
As shown in FIG. 12, on the variable setting screen 81, the “column name (reference data)”, the “variable”, and the “reference file” are displayed in association with each other. For example, when the delivery note (slip input form) is customized by setting the user-desired additional (insertion) item "delivery place" to "character optional item T01" as described above, this "delivery place" is used. In order to perform the analysis, the input operation of specifying the "character item name T01" in the "column name (reference data)" field of the variable setting screen 81 is performed, and the "character item name T01" corresponding to this "character item name T01" is performed. By performing an input operation to specify the "arbitrary item control table" in the "reference file" field, reading the value of the character item name T01 of the optional item control table T, and storing the value in the "variable" field, the user It is possible to set a desired additional (insertion) item "delivery place" as a variable and perform an analysis utilizing this "delivery place".

FIG. 13 is a diagram showing a logical item name setting screen 82. The logical item name setting screen 82 sets the name of the character arbitrary item set as a variable on the above-mentioned variable setting screen 81, and at the time of setting work for setting the usage mode (viewpoint item or normal item) of each item. This is the screen that is displayed. Here, the viewpoint item is an item that serves as a viewpoint (axis) when performing analysis, and is an item that can aggregate transaction data (for example, sales amount) of the item selected as a normal item. The logical item name setting screen 82 is similar to the variable setting screen 81 described above, and is a screen that can be displayed only when, for example, a user who manages the operation of the cloud server 1 activates the management analysis tool. ing.

As shown in FIG. 13, on the logical item name setting screen 82, the “column name”, the “display column name”, and the “type” are displayed in association with each other. For example, when the user-desired additional (insertion) item "delivery place (character optional item T01)" is set as a variable as described above, it is a reference file of this "delivery place (character optional item T01)". With reference to the character item name T01 in the optional item control table T (see FIG. 11), the "delivery location" is automatically set in the "display column name" column corresponding to the "character optional item T01". ing. Further, referring to the character usage category T01 of the optional item control table T, since this character usage category T01 is set to "1", "■ viewpoint" is displayed in the "type" column corresponding to the "character optional item T01". ■ (Viewpoint item) ”is set automatically. In the "type" field, it is possible to select and input the usage mode (viewpoint item or normal item) in a pull-down format. For example, the "type" corresponding to the "character optional item T01" shown in FIG. By performing an input operation for selecting an "item (normal item)" in the "character optional item T01", it is possible to switch the usage mode of the "character arbitrary item T01" from the viewpoint item to the normal item.

Next, the analysis method by the above-mentioned management analysis tool will be described with reference to FIGS. 14 to 19.

FIG. 14 is a diagram showing a user setting screen 91 when the management analysis tool is started in a state where an arbitrary character item (for example, “delivery place” or the like) is not added by customizing the above-mentioned slip input form. .. The user setting screen 91 is a screen displayed when the viewpoint item and the normal item to be used for analysis are selected from the viewpoint items and the normal items set in advance on the above-mentioned logical item name setting screen 82. ..
As shown in FIG. 14, on the user setting screen 91, check boxes corresponding to each item (“slip date”, “customer code”, “product code”, “product classification name”) that can be selected as a viewpoint item. A2 is displayed, and check boxes A3 corresponding to each item (“day of the week”, “sales amount”, “purchase amount”, ...) That can be selected as a normal item are displayed.
Further, on the user setting screen 91, an OK button B11 for executing analysis based on the contents input on the user setting screen 91 and a close button B12 for closing the user setting screen 91 are displayed.

On the user setting screen 91, the user selects "slip date" as a viewpoint item, and also selects four items as normal items, "day of the week", "sales amount", "purchase amount", and "gross profit amount". By performing the input operation to select and selecting the OK button B11, as shown in FIG. 15, the "day of the week", the "sales amount", the "purchase amount", and the "purchase amount" are set from the viewpoint of the "slip date". The result table 92 that extracts the transaction data of each item of "gross profit amount" is displayed, and useful analysis (for example, drill-down analysis) can be performed from this result table 92. ing.

On the other hand, FIG. 16 is a diagram showing a user setting screen 91 when the management analysis tool is started in a state where an arbitrary character item (for example, “delivery place”) is added by customizing the above-mentioned slip input form.
As shown in FIG. 16, on the user setting screen 91, each item that can be selected as a viewpoint item (“delivery place”, “slip date”, “customer code”, “product code”, “product classification name”). Check boxes A2 corresponding to are displayed, and check boxes A3 corresponding to each item (“day of the week”, “sales amount”, “purchase amount”,…) that can be selected as a normal item are displayed. There is. Here, the "delivery place" among the items that can be selected as the viewpoint item is a user-desired item (original item) provided as a "character optional item T01" by customizing the slip input form described above.

On the user setting screen 91, the user selects "slip date" as a viewpoint item, and also selects four items as normal items, "day of the week", "sales amount", "purchase amount", and "gross profit amount". By performing the input operation to select and selecting the OK button B11, as shown in FIG. 17, the "day of the week", the "sales amount", the "purchase amount", and the "purchase amount" are set from the viewpoint of the "slip date". The result table 93 that extracts the transaction data of each item of "gross profit amount" is displayed, and useful analysis (for example, drill-down analysis) can be performed from this result table 93. ing. Here, when the management analysis tool is started with the optional character items (for example, "delivery place") added by customizing the above-mentioned slip input form, it is optional when extracting the transaction data of each normal item. By referring to the character addition date T01 (July 10, 2017) of the corresponding item (for example, "delivery place") in the item control table T and comparing it with the registration or update date of the transaction data, the corresponding item can be found. Only transaction data registered or updated after the date of addition, that is, transaction data registered or updated from July 10 to 31, 2017, is extracted.

Further, as shown in FIG. 18, on the user setting screen 91, the user selects "delivery place" in addition to "slip date" as a viewpoint item, and "day of the week", "sales amount", and "sales amount" as normal items. By performing the input operation to select the four items of "purchase amount" and "gross profit amount" and performing the input operation to select the OK button B11, as shown in FIG. 19, the "delivery place" and the "slip" The result table 94 that extracts the transaction data of each item of "day of the week", "sales amount", "purchase amount", and "gross profit amount" from the viewpoint of "date" is displayed. Since 94, useful analysis (eg, drill-down analysis, etc.) can be performed.

Next, the method of drill-down analysis will be described with reference to FIG.
FIG. 20A is a diagram showing an example of data (accumulated data) used for the drill-down analysis described below, and FIGS. 20B to 20C are outputs when the drill-down analysis is performed. It is a figure which shows the data to be done.
In the state where the data shown in FIG. 20A is accumulated, an input operation is performed in which "customer classification" is selected as the viewpoint item and "sales amount" is selected as the normal item, and the analysis is executed. And, as shown in Fig. 20 (b), the data showing the "sales amount" aggregated for each "customer classification", that is, in each of "retail business", "mass retailer", and "wholesale business" is output. Will be done. Here, drill down in "Retail" from "Retail", "Mass retailer", and "Wholesale" output as "Customer classification", and then select "Customer name" as a viewpoint item. When the input operation of selecting "sales amount" as a normal item is performed and the analysis (drill-down analysis) is executed, as shown in FIG. 20 (c), the "retail business" corresponds to "retail business". Data indicating the "sales amount" aggregated for each "customer name", that is, for each of "Arai Shokai", "Okamura Shoten", and "Sasaki Shoten" will be output. Here, drill down at "Arai Shokai" from "Arai Shokai", "Okamura Shoten", and "Sasaki Shoten" output as "Customer Name", and select "Delivery Place" as the viewpoint item. At the same time, when an input operation for selecting "sales amount" as a normal item is performed and an analysis (drill-down analysis) is executed, as shown in FIG. 20 (d), each "delivery place", that is, " Data indicating the "sales amount" aggregated in each of "Shizuoka" and "Tokyo" will be output.

<Processing flow>
Next, with reference to FIG. 21, data input using the customized slip input form from the customization of the slip input form executed in the sales management system 100 of the present embodiment, and the slips accumulated by the data input. A series of processing flow up to data analysis execution will be described. FIG. 21 is a flowchart showing an example of the above-mentioned series of processing flows.

As shown in FIG. 21, first, in the local server 2, a slip input form such as adding (setting) an item desired by the user (for example, a delivery location) to a slip input form (for example, a delivery note) as an arbitrary character item is provided. Customization is performed based on the user operation (step S101), and the customization information regarding the added character arbitrary item is registered in the optional item control table T.

Next, on the local server 2, data is appropriately input based on the user operation using the customized slip input form, and transaction data of each item of the slip input form is accumulated (step S102).

Next, in the cloud server 1, when the management analysis tool is started, the customized character arbitrary item is set as a variable based on the user operation by using the customized information registered in the arbitrary item control table T (step). S103). When setting variables, the cloud server 1 may refer to the corresponding optional item control table T from the business information DB 13c, or the optional item control table T may be referred to from the business information DB 23b of the corresponding local server 2. You may refer to.

Next, in the cloud server 1, when the management analysis tool is started, the logical item name is set by using the variable set in step S103 (step S104). Specifically, for example, when the user-desired additional (insertion) item "delivery location (character optional item T01)" is set as a variable as described above, the logical item name setting screen 82 (see FIG. 13). In, the display column name corresponding to the column name "character optional item T01" is set to "delivery place".

Next, in the cloud server 1, when the management analysis tool is activated, the usage mode (viewpoint item / normal item) when each item constituting the slip input form is used for analysis is set (step S105). For example, when the user-desired additional (insertion) item "delivery place (character optional item T01)" is set as a variable as described above, it is a reference file of this "delivery place (character optional item T01)". Refer to the character usage category T01 of the optional item control table T (see FIG. 11), and since this character usage category T01 is set to "1", the "type" column corresponding to the "character optional item T01" is displayed. "■ Viewpoint ■ (viewpoint item)" is automatically set.

Next, on the cloud server 1, when the management analysis tool is started, analysis is performed according to the viewpoint item and the normal item selected based on the user operation (step S106), and a series of processes is completed. Here, when the character arbitrary item (for example, the character arbitrary item T01) for which the variable is set in step S103 is selected as the viewpoint item and the analysis is performed, the character addition date T01 of the optional item control table T is referred to. Then, the corresponding character addition date (July 10, 2017) is compared with the registration or update date of the transaction data of the selected normal item, and only the transaction data of the registration or update date after the character addition date is compared. Extract and display the analysis result.

As described above, according to the sales management system 100 of the present embodiment, the local server 2 accepts the addition of an item (for example, delivery place) to newly start accumulation as one item of the form input form (for example, delivery note). , In the cloud server 1, the item whose addition is accepted by the local server 2 is set to be selectable as one of the analysis target items, and the item whose addition is accepted by the local server 2 is selected as one of the analysis target items. In that case, since the form data or transaction data before the item is added is excluded from the analysis target and the analysis is performed, the original item is added as an input item in data management and the original item is also included and accumulated. You can make the data easier to analyze. This makes it possible to perform detailed management analysis suitable for each user.

Further, according to the sales management system 100 of the present embodiment, it is desired when the local server 2 accepts the addition of an item for newly starting accumulation as one item of the form input form (for example, delivery note). It is desired because the item name of the item whose addition is accepted by the item name is accepted by the cloud server 1 and the item name of the item whose addition is accepted by the local server 2 is reflected in the selection screen display of the analysis target item or the analysis result display. It is possible to analyze the original items without performing complicated setting procedures, and it is possible to make it easier to analyze the data accumulated including the original items.

Further, according to the sales management system 100 of the present embodiment, the local server 2 accepts the addition of an item (for example, delivery place) to newly start accumulation as one item of the form input form (for example, delivery note). , In the cloud server 1, when the item whose addition is accepted by the local server 2 is set to be selectable as one of the viewpoints and the item whose addition is accepted by the local server 2 is selected as one of the viewpoints, Since the form data or transaction data before the item is added is excluded from the analysis target and analyzed, the original item is added as an input item in data management and the accumulated data including this original item is analyzed. It can be made easier. This makes it possible to perform detailed management analysis suitable for each user.

In the above description, an example in which the HDD, SSD, etc. of the storage unit 13 are used as the computer-readable medium of the program 13a of the cloud server 1 according to the present invention, and the computer-readable medium of the program 23a of the local server 2 Although an example using the HDD, SSD, etc. of the storage unit 23 has been disclosed, the present invention is not limited to this example. As another computer-readable medium, a portable recording medium such as a CD-ROM can be applied. A carrier wave is also applied to the present invention as a medium for providing the data of the program 13a of the cloud server 1 and the program 23a of the local server 2 according to the present invention via a communication line.

The description in the above embodiment is an example of the information processing device and the program according to the present invention, and is not limited thereto.

Further, it goes without saying that the detailed configuration and detailed operation of each component of the sales management system 100 in the above embodiment can be appropriately changed without departing from the spirit of the present invention.

For example, in the above embodiment, the unit including the cloud server 1 and the local server 2 is regarded as an information processing device, and the description has been given. However, for example, the local server 2 may be used alone to configure the information processing device. .. In such a case, the local server 2 is provided with the above-mentioned management analysis tool.

Further, in the above embodiment, the method of customizing the slip input form in the sales management system 100 has been described, but it is possible to customize not only the slip format but also the data input form in the book format. By the customization, management analysis may be performed based on the original items newly added to the book entry form.

Although the embodiments of the present invention have been described, the scope of the present invention is not limited to the above-described embodiments, but includes the scope of the invention described in the claims and the equivalent scope thereof.
The inventions described in the claims originally attached to the application of this application are added below. The claims in the appendix are as specified in the claims originally attached to the application for this application.
[Additional Notes]
<Claim 1>
An information processing device that analyzes based on accumulated form data or transaction data.
A reception means that accepts the addition of items that are newly started to be accumulated as one item of form data or transaction data,
A setting means for setting an item whose addition has been accepted by the reception means to be selectable as one of the analysis target items, and a setting means.
When an item whose addition has been accepted by the receiving means is selected as one of the analysis target items, the analysis means for analyzing by excluding the form data or transaction data before the item is added from the analysis target. An information processing device characterized by being provided with.
<Claim 2>
The reception means accepts the addition of an item with the desired item name,
The information processing apparatus according to claim 1, wherein the item name received by the receiving means is reflected in the selection screen display of the analysis target item or the result display of the analysis.
<Claim 3>
An information processing device that analyzes based on accumulated form data or transaction data.
A reception means that accepts the addition of items that are newly started to be accumulated as one item of form data or transaction data,
A setting means for setting an item for which addition has been accepted by the reception means to be selectable as one of the viewpoints, and a setting means.
When an item whose addition has been accepted by the reception means is selected as one of the viewpoints, an analysis means for analyzing by excluding the form data or transaction data before the item is added from the analysis target, and
An information processing device characterized by being equipped with.
<Claim 4>
An information processing device computer that analyzes based on the accumulated form data or transaction data.
Reception means that accepts the addition of items that start to be newly accumulated as one item of form data or transaction data,
A setting means for setting an item whose addition has been accepted by the reception means to be selectable as one of the analysis target items.
When an item whose addition has been accepted by the receiving means is selected as one of the analysis target items, an analysis means for analyzing by excluding the form data or transaction data before the item is added from the analysis target.
A program that functions as.

100 Point of sale system 1 Cloud server 11 CPU
12 RAM
13 Storage 13a Program 13b Account DB
13c Business information DB
14 Operation unit 15 Display unit 16 Communication unit 17 Bus 2 Local server 21 CPU
22 RAM
23 Storage unit 23a Program 23c Business information DB
24 Operation unit 25 Display unit 26 Communication unit 27 Bus 3 First terminal device 4 Second terminal device 5 Internet 6 LAN

Claims (4)

An information processing device that analyzes based on accumulated form data or transaction data.
A reception means that accepts the addition of items that are newly started to be accumulated as one item of form data or transaction data,
A setting means for setting an item whose addition has been accepted by the reception means to be selectable as one of the analysis target items, and a setting means.
When an item whose addition has been accepted by the receiving means is selected as one of the analysis target items, the analysis means for analyzing by excluding the form data or transaction data before the item is added from the analysis target. An information processing device characterized by being provided with. The reception means accepts the addition of an item with the desired item name,
The information processing apparatus according to claim 1, wherein the item name received by the receiving means is reflected in the selection screen display of the analysis target item or the result display of the analysis. An information processing device that analyzes based on accumulated form data or transaction data.
A reception means that accepts the addition of items that are newly started to be accumulated as one item of form data or transaction data,
A setting means for setting an item for which addition has been accepted by the reception means to be selectable as one of the viewpoints, and a setting means.
When an item whose addition has been accepted by the reception means is selected as one of the viewpoints, an analysis means for analyzing by excluding the form data or transaction data before the item is added from the analysis target, and
An information processing device characterized by being equipped with. An information processing device computer that analyzes based on the accumulated form data or transaction data.
Reception means that accepts the addition of items that start to be newly accumulated as one item of form data or transaction data,
A setting means for setting an item whose addition has been accepted by the reception means to be selectable as one of the analysis target items.
When an item whose addition has been accepted by the receiving means is selected as one of the analysis target items, an analysis means for analyzing by excluding the form data or transaction data before the item is added from the analysis target.
A program that functions as.

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