JP2000305937A - Business analyzing method and business analysis system - Google Patents

Abstract

PROBLEM TO BE SOLVED: To easily retrieve a detailed database without a retrieval key. SOLUTION: An item dictionary table 6 to hold the name of an item of the detailed database stored in a daybook data base 3 by allocating an item code to the name is generated, a structure definition table 7 in which hierarchical structure of the item set in the item dictionary table 6 is generated and a summary key matrix table including items formed by combining items to constitute the hierarchical structure by correlating it to each generated hierarchical structure is generated. In the case of an analyzing work, a business analysis processing screen in which the item of the summary key matrix table is indicated by hierarchical relation between the items is displayed, an SQL sentence for executing retrieval is automatically generated by applying the selected item to a template SQL sentence and its summarized result is displayed by an analysis processing control part 1.

Description

DETAILED DESCRIPTION OF THE INVENTION

[0001]

BACKGROUND OF THE INVENTION 1. Field of the Invention The present invention relates to a method and system for performing a business analysis by searching a detailed database in which no search key is set.

[0002]

2. Description of the Related Art Conventionally, in a company that sells products, it is common to analyze sales performance data for the purpose of analyzing sales performance, drafting a sales plan, and the like. The sales statement data generated as performance data each time a product is sold is sequentially stored in a sales statement database generally called a Daifuku book database, and a manager or the like uses an existing business analysis tool to execute the Daifuku Book database. Perform analysis work by searching for.

In a general Daifuku book database, so-called search keys are not set because detailed data is simply accumulated as sales data of sales operations. For this reason, the business analysis system used for the analysis of the sales results is constructed by specifying in advance the items to be totaled and the items to be displayed included in the Daifukusho database and generating a program. However, in order to analyze sales results irregularly from various viewpoints, it is necessary to create a program each time using a predetermined item as a search key. As a means for solving such a problem, a search key used for analysis is set in advance in the Daifuku book database to store detailed data, and when performing analysis, a search key is specified in an SQL statement or the like. It enabled a standard search.

[0004]

However, in the related art, since an operation to specify and set an item to be calculated and displayed or an item to be used as a search key occurs in advance, the setting operation for performing the analysis is troublesome. Was. In addition, general-purpose business analysis could not be performed.

[0005] In particular, if the analysis is repeatedly performed under various conditions, the condition specified in the analysis process, that is, the used search key is not known, and the analysis is redone, etc., and as a result, the analysis work is efficiently performed. There was a case that could not be done.

SUMMARY OF THE INVENTION The present invention has been made to solve the above problems, and an object of the present invention is to provide an improved business analysis system and a business analysis system capable of easily searching a detailed database having no search key. It is to provide a method.

[0007]

In order to achieve the above object, a business analysis method according to the present invention collects business performance data accumulated in a detailed database to which no search key is set in item units. A business analysis system for performing a business analysis by performing a business analysis processing screen that displays a hierarchical relationship of items based on structure definition information that defines a hierarchical relationship of the items for which the business performance data is aggregated And a result display step of searching the detail database based on items designated from among the items displayed in the screen display step and performing tallying, and a result display step of displaying the tally result by the tallying step on a screen, The hierarchical relationship between the set items is displayed, and the item selected from the set is used as a search key in the detailed database. It is intended to perform the business analysis by doing a search of the scan.

[0008] Further, the business analysis system according to the present invention comprises:
In a business analysis system for performing business analysis by totalizing business performance data accumulated in a detail database for which a search key is not set in a unit of item, a structure defining a hierarchical relationship of the items for which the business performance data is totaled Structure definition information storage means for storing definition information, and displaying a business analysis processing screen showing a hierarchical relationship of items to be aggregated based on the structure definition information, and using the item selected in the business analysis processing screen as a search key Analysis processing control means for searching the detailed database and displaying a total result of the search.

[0009]

Preferred embodiments of the present invention will be described below with reference to the drawings.

FIG. 1 is a block diagram showing an embodiment of a business analysis system according to the present invention. The task analysis system according to the present embodiment includes an analysis processing control unit 1 and an input / output control processing unit 2. Analysis processing control unit 1
Is a characteristic component in the present embodiment, displays a business analysis processing screen showing the hierarchical relationship of the items to be totaled, and uses the item selected on the business analysis processing screen as a search key to search the Daifuku book database 3 Perform a search and display the results of the search. In addition, the analysis processing control unit 1 executes S for executing a search of the Daifuku book database 3.
A QL sentence is automatically generated, and a template SQL sentence for the QL sentence is held in advance, and further, a total key matrix table automatically generated in a generation process of the analysis environment is held. The input / output control processing unit 2 is controlled by the analysis processing control unit 1,
It performs input control of item designation from the user, screen display control of search results, and the like. The Daifuku book database 3 is a sales statement database that sequentially stores sales statement data generated as performance data each time a product is sold,
The item information master 4 is a master file that stores data values that can be taken for each item. The Daifuku book database 3 and the item information master 4 may be shared with other systems. Further, FIG. 1 shows an extraction specification data file 5, an item dictionary table 6, and a structure definition table 7. The extraction specification data file 5 corresponds to a work file for temporarily storing sales specification data narrowed down by a search operation on the Daifuku book database 3 during the analysis operation. The item dictionary table 6 is a conversion table used to convert item names in the Daifuku book database into item codes used in the present embodiment. The structure definition table 7 is a structure definition information storage unit that stores structure definition information that defines a hierarchical relationship of items for which the business performance data accumulated in the Daifuku book database 3 is totalized. Has defined a key hierarchical relationship based on the analysis desired.

What is characteristic in the present embodiment is that a structure definition table 7 defining a hierarchical structure of items that can be an aggregation key is set in advance, and various aspects of analysis can be presented based on the structure definition table 7. This is to automatically generate an aggregation key matrix table for this purpose, and to present the contents of the aggregation key matrix table when performing analysis. Further, a search execution SQL sentence for the Daifuku book database 3 is automatically generated. Thus, the analyst can easily search the Daifuku book database 3 for which no search key has been set, simply by specifying the unit to be aggregated from the presented items. Also, since the hierarchical relationship of items is specified,
Refinement work can be easily performed.

Next, the operation of this embodiment will be described. In the present embodiment, a case will be described as an example where a vehicle sales performance is analyzed in a vehicle sales business.

Before executing a business analysis using the business analysis system according to the present embodiment, it is necessary to make the following preparations. This environment setting operation will be described with reference to the flowchart shown in FIG.

First, an item dictionary table 6 is generated (step 101). The detailed data stored in the Daifuku book database 3 includes many items. Of these, items to be totaled are selected, and an item code used in the present embodiment is assigned to each item name. The items constituting the detailed data and their names can be known by referring to the item information master 4. Items that can be a totaling unit are set in the item dictionary table 6 irrespective of the presence or absence of a hierarchical relationship.

Subsequently, a structure definition table 7 is generated (step 102). In the case of vehicle sales performance analysis, FIG.
As shown in the above, it is normal practice to aggregate the actual data by district, vehicle type, and year.Furthermore, for example, if it is by district, the district is subdivided into bases and further by personnel. The analysis is usually performed. In the present embodiment, it is possible to easily set the narrowing-down conditions by clearly indicating the hierarchical relationship of each item that can be a totaling unit. In other words, although the above-mentioned area, base, and person in charge are counted independently, these items are in a hierarchical relationship. In such a case, the hierarchical structure of the items is defined to define the structure definition table. 7 is set in advance. As shown in FIG. 1, each item code is set to each structure definition information in order from the upper layer, and an information identification number is further added. In the present embodiment, the description has been made by taking only the items having the three-layer structure as an example. However, it is needless to say that the number of layers is not limited to three and may be two or four or more. The definition of the hierarchical structure is based on the above districts, bases,
As is clear from the day and the like, it is possible to easily determine which items have a hierarchical relationship without specialized knowledge for performing analysis.

When the structure definition table 7 is generated, an aggregation key matrix table is automatically generated based on the table 7 (step 103). FIG. 4 shows an example of the contents of the total key matrix table automatically generated based on the structure definition table 7 shown in FIG. The aggregation key matrix table is automatically generated for the number of structure definition information defined in the structure definition table 7. For example, a case will be described in which a total key matrix table is generated based on the hierarchy definition information relating to the district, the base, and the person in charge defined first in the structure definition table 7, as shown in FIG. As described above, the items defined in the hierarchy definition information are sequentially set on the vertical axis and the horizontal axis of the empty aggregation key matrix table. Then, the items are set at the intersections in the table by explicitly indicating the hierarchical relationship. For example, field 11 in the table where site-based and region-based crosses each other shows “by region>
The item "by site" is shown, which means that the area is subdivided into sites and tabulated, and the hierarchical relationship of each item is indicated by ">" for convenience in FIG. However, in the field 12 where the same item intersects, no upper / lower relationship is set, because there is no further totaling for each district while totaling for each district.
In the case of a hierarchical structure, it can be counted in three stages,
This relationship is added to the field 13 at the lower left of “by district> by base> by person in charge”. Aggregation can be performed for each item included in the items defined in the aggregation key matrix table.

Note that items having the same contents are set in the opposing fields on the diagonal line in the table, so the setting in one field is omitted for convenience. For example, when the analyst wants to perform the totaling on the items related to the district, the analyst selects one of the seven items set in the totaling key matrix table shown in FIG. 4A from the business analysis processing screen.

As described above, the item dictionary table 6 and the structure definition table 7 are generated based on the Daifuku book database 3 as a pre-work to execute the analysis work, and the total key matrix table is generated based on the structure definition information of the structure definition table 7. Is automatically generated. Note that, in the present embodiment, the aggregation key matrix table and the template SQL statement are
Although it is held inside, it may be held separately.

Subsequently, the analysis work is performed in the business analysis system after the above environment setting is completed. The processing performed by the analysis processing control unit 1 at this time will be described with reference to the flowchart shown in FIG. I do.

When the business analysis processing provided by the present embodiment is selected from a menu screen or the like, a business analysis processing screen displaying the setting contents of the total key matrix table is displayed (step 111). FIG. 7 shows an example of the initial state of this screen.

The business analysis processing screen includes an axis item setting area 1
5, 16, a fixed axis item display area 17, 18, a total item setting area 19, an axis correspondence area 20, and a total result display area 21. The tallying result display area 21 is an area for displaying the tallying result in a two-dimensional table, and the axis item setting areas 15 and 16 indicate which item of each axis of the two-dimensional table is used. This is an area for selecting from the candidates, and the fixed axis item display areas 17 and 18 are
An area for displaying the selected item. The tally item setting area 19 is an area for setting what items are to be tallyed. For example, selectable tally contents such as the number of vehicles, the amount of money, and the number of cases are displayed. The axis correspondence area 20 is an area for setting which of the X and Y axes of the two-dimensional table of the tally result display area 21 to display the selected items displayed in the fixed axis item display areas 17 and 18. It is.

When displaying the business analysis processing screen, the analysis processing control unit 1 displays the setting contents of the total key matrix table in the axis item setting areas 15 and 16. In the present embodiment,
Display the hierarchical structure of items in a format that indicates the hierarchical structure of the folder. In this embodiment, as shown in FIG. 7, only the items of the first hierarchy are displayed as initial values. However, when a button indicated by a plus “+” of each item is clicked, the item of the lower hierarchy is displayed. Can be expanded and displayed. Whether the eastern part, the western part, or the like exists as the district name can be obtained by searching the item information master 4.

The analyst performs the following setting work on this screen. That is, the item to be totaled is set in the axis item setting area
5 and 16, respectively, and click the setting button 22 to confirm. The setting contents are fixed axis item display area 1
7 and 18. Then, the items specified in the axis association area 20 are associated with the axes. FIG. 8 shows a case where a site is selected in the fixed axis item display area 17 and the fixed axis item display area 18 is selected.
Shows an example in which the vehicle type is selected, but if it is desired to list the bases in the vertical direction of the totaling result display area 21 as in this example, the fixed axis item display area 17 (setting 1) is displayed in the Y axis. , The fixed axis item display area 18 (setting 2) is set to the X axis,
A radio button in the axis correspondence area 20 is selected so as to assign each. Further, the user selects the totaling contents of the item selected in the totaling item setting area 19. When each setting operation is completed, the search button 23 is clicked. The screen control performed by the input / output control processing unit 2 under the control of the analysis processing control unit 1 and the input control by the input operation of the analyst can be realized by using the functions of a general-purpose window system.

When the analysis processing control unit 1 receives the contents set by the analyst described above (step 112), the template S in which items selected by the settings are prepared in advance.
An SQL sentence for searching the Daifuku book database 13 is automatically generated by applying the sentence to a predetermined position of the QL sentence (step 113). Then, when the tally result is obtained by executing the SQL statement (step 114), it is displayed in the tally result display area 21 (step 11).
5). The detailed data corresponding to the search is extracted from the Daifuku book database 13 and temporarily stored in the extracted detailed data file 5. FIG. 9A shows an example of an SQL sentence automatically generated to obtain the tally result shown in FIG.

As shown in FIG. 8, items selected by the analyst and associated with each axis are totaled and displayed for each designated hierarchy. FIG. 10 shows another example of the screen displaying the tally result. However, the tally result of any item can be easily displayed in any direction of the X and Y axes. FIG. 9B shows an example of an SQL sentence automatically generated to obtain the aggregation result shown in FIG. Note that the X and Y axes can be changed by selecting the other radio button in the association area 20 while the counting result is displayed.

If it is desired to further narrow down the displayed contents (step 116), the fixed axis item display area 1
The display contents of the axis item setting areas 15 and 16 are switched according to the display contents of 7 and 18, and the data search destination is switched to the extraction specification data file 5 (step 117). In this manner, the refined search can be easily and efficiently performed. When the refinement is not performed, the business analysis processing screen shown in FIG. 6 is returned to the initial state, and the business analysis is performed from the beginning.

According to the present embodiment, when performing business analysis, items to be totalized are extracted in advance and displayed in a hierarchical structure, so that the analyst can select items to be totaled from the displayed items. The analysis can be easily performed simply by selecting. At this time, when the tabulation results are displayed in a table format corresponding to a two-dimensional table, by specifying the vertical and horizontal axis item settings, the tabulation results can be displayed in a table in a desired format. In particular, in the present embodiment, the hierarchical structure of items is explicitly shown to the analyst as one of the indicators of what unit the items are to be aggregated or what kind of analysis is to be performed, and the item is designated from among them. As a result, the analyst can efficiently perform the data narrowing operation. As described above, by using the aggregation item defined in the structure definition table 7 as a search key, an efficient search can be performed on the Daifuku book database 13 in which no search key is set.

Although the present embodiment has been described by taking as an example the case where the sales performance of a vehicle is analyzed, it goes without saying that the business analysis method and system according to the present invention can be applied to other products.

[0029]

According to the present invention, as one of the indicators of what unit the items are to be aggregated or what kind of analysis is to be performed, the analyst is clearly specified in the hierarchical relation of each aggregated item, Since the user is specified from among them, the analyst can efficiently narrow down the data. Also, at this time, when the tabulation results are displayed in a table format corresponding to a two-dimensional table, the item settings of the vertical axis and the horizontal axis can be specified. can do.

[Brief description of the drawings]

FIG. 1 is a block diagram showing an embodiment of a business analysis system according to the present invention.

FIG. 2 is a flowchart showing an environment setting process performed in advance in the present embodiment.

FIG. 3 is a conceptual diagram showing a structure definition of a tally unit of a Daifuku book database in the present embodiment.

FIG. 4 is a diagram showing an example of the contents of an aggregation key matrix table in the present embodiment.

FIG. 5 shows a template SQ automatically generated in the present embodiment.
FIG. 9 is a diagram illustrating an example of an L sentence.

FIG. 6 is a flowchart showing processing performed by an analysis processing control unit according to the present embodiment.

FIG. 7 is a diagram showing an example of an initial state of a business analysis processing screen according to the present embodiment.

FIG. 8 is a diagram showing an example of a task analysis processing screen displaying a tally result in the present embodiment.

FIG. 9 is a diagram showing an example of a search execution SQL statement automatically generated in the present embodiment.

FIG. 10 is a diagram showing an example of a task analysis processing screen displaying a tally result in the present embodiment.

[Explanation of symbols]

1 analysis processing control unit, 2 input / output control processing unit, 3 large fortune book database, 4 item information master, 5 extraction specification data file, 6 item dictionary table, 7 structure definition table.

Claims (2)

[Claims] 1. A business analysis system for performing business analysis by totalizing business result data accumulated in a detail database for which a search key is not set, in item units, wherein: a hierarchy of items for which the business result data is totalized A screen display step of displaying a business analysis processing screen in which a hierarchical relationship between items is specified based on the structure definition information defining the relationship; and searching the detail database based on the specified item from the items displayed in the screen display step And a result display step of displaying the result of the tallying on the screen, and displaying a hierarchical relationship of preset items, and selecting an item selected from among them as a search key. A business analysis method characterized in that business analysis is performed by searching a detailed database. 2. A business analysis system for performing business analysis by totalizing business result data accumulated in a detail database for which a search key is not set, on an item-by-item basis. A structure definition information storage unit for storing structure definition information defining the relationship; and a task analysis processing screen showing a hierarchical relationship of items to be totalized based on the structure definition information. A business analysis system, comprising: an analysis processing control unit that searches the detail database using an item as a search key, and displays a totaled result of the search.