Some time ago, an old classmate told me that she was learning programming. At that time, I didn't understand very much. She was a marketing specialist, not a programmer. Why should she learn programming? Until last week, she invited me to dinner and told me that she was transferred to the new project team as the director.
"Learning programming doesn't necessarily mean being a programmer. I use python to collect information on competing products and do data analysis on products and services.
The new position gave her greater career possibilities, and she also received double the salary. After all, a few months ago, she complained to us that she was "a brick mover who does not dare to add two sausages to eat Mala Tang".
Until the end of the third quarter, the leader asked her to immediately publish a sales statistics table and competitive product information of the marketing team for the first few months, and use it in the meeting the next day. These data and information are distributed in dozens of tables and documents. With 5G, it took 15 minutes just to turn it on.
Faced with such a huge amount of data, she was helpless as she was not very proficient in python, let alone excel. It took minutes to get stuck with such a large amount of data. In desperation, she asked me, a professional data analysis expert, for advice. what to do.
In fact, data analysis does not necessarily require programming languages such as python and R, which requires a long period of study. Generally speaking, business personnel do data analysis for one purpose: to use data to promote business, and they can change the data at any time. There is no need to communicate with IT, the kind of data analysis that can be generated by dragging and dropping is perfect~
When it comes to data analysis, it is naturally inseparable from the data analysis tools used.
I recommended FineBI to her, and she instantly abandoned using Excel to make pivot tables, writing various formulas, and the "helpless" operations of various Baidu VBA codes. Especially the latest version, it is an excellent tool for those who are just getting started with data analysis, those who do business analysis on their own data, those who produce data visualization, or who are professional data analysts.
And personal use is permanently free, there is no castration function, praise! Let me show you the renderings of finebi first ~
1. About FineBI
Regarding FineBI, many small partners may know more or less about this BI tool. This is one of the most widely used self-service BI tools on the market. It is similar to BI analysis tools such as Tableau in foreign countries, but FineBI is working together. In terms of data rights, it can better solve the situation of domestic enterprises.
- You can think of it as a visualization tool, because it comes with dozens of common charts and dynamic effects;
- You can also use it as a reporting tool, because it can access various OA, ERP, CRM and other system data, and you can make batch reports without writing code or SQL.
- You can also think of it as a data analysis tool, with built-in common data analysis models and various charts, you can use FineBI to do some exploratory analysis.
But strictly speaking, it is actually a self-service BI. Supports big data platforms such as Hadoop, GreenPlumn, Kylin, and Star Ring, supports multi-dimensional databases such as SAP HANA, SAP BW, SSAS, EssBase, supports NOSQL databases such as MongoDB, SQLite, and Cassandra, as well as traditional relational databases, program data sources, etc. .
It is often used as a front-end display tool for big data, connecting to Hadoop, Spark and other platforms. With this tool, the IT department only needs to classify and prepare the data according to business modules, and the business department can click the mouse on the front end of the browser. Drag and drop operation, you can get the data analysis results you want.
Second, the difference with Excel, Python
There is a big difference between Finebi and Excel. There are so many that you can write a 10,000-word long article (when I have time to arrange it for you, or let me hear your voice in the comments), here I will choose two more important points.
1. Cool visualization effects
When we use excel as a report, we usually make a table, what is displayed in the row, and what is displayed vertically. It is difficult to intuitively show the law of data changes, and it is even more difficult to analyze which indicators are caused by data changes.
For example, in the picture below, the dense text and indicators make people unable to grasp the key points:
People who know a little bit about data analysis know that they need to visualize charts to see it intuitively, yes, but Excel's visual expressiveness is a bit weak, and there are only a few charts. (What, install a plug-in, the bank unit can't afford to use Excel2003)
In addition to providing unlimited chart analysis, FineBI also allows users to flexibly analyze data chart layouts, easily build your data chart thinking logic, and allow you to have unique insights into data insights to achieve effective communication or data. purpose of reporting.
Therefore, the story dashboard made by FineBI is as shown in the figure below, and OLAP analysis operations such as arbitrary linkage, drilling, and jumping between data can be performed. Focused, logically clear, deeply insightful and insightful, and extremely readable!
2. Mobile data analysis platform
The mobile version of Excel is very tasteless, it is very inconvenient to use, and the editor's superb shortcut key skills cannot be used at all. Nowadays, many data reports can be viewed on mobile phones, tablets or even large LED electronic screens.
Before, I displayed the data analysis report on my mobile phone, and the leaders appreciated it greatly.
3. FineBI analysis process
For an enterprise monthly contract data analysis case shown in the figure above, if you use an Excel pivot table, you can drag the year and month fields to the row area, and drag the contract amount field to the data area to complete the contract amount statistics for each year and month , but for calculations such as the ranking within the group, the cumulative value within the group, the cumulative achievement rate, and the year-on-year ratio, the Excel pivot table is more troublesome to process.
I have emphasized the efficiency of data processing and the operability of pivot tables. If FineBI is used, how can it be done step by step and quickly? Show it off with an Amway! Friends can also download and install from FineBI official website, learn and experience!
1. Group Statistics
First, we select the grouping table component of FineBI, use the built-in sales DEMO business package of FineBI, find the contract fact table, drag the year and month fields of the contract signing time to the row header of the grouping table, and then drag the contract amount field to the Summarize the indicator bar (you can also modify the summary method to find the maximum value, minimum value, average value, etc.), you can complete the basic sales statistics of each year and month.
2. Data ranking
Next, we continue to use FineBI to add a ranking column for the monthly contract amount, directly click to add a calculation indicator, select the calculation method to select the ranking within the group, and rank according to the contract amount in descending order to get the monthly contract amount ranking.
3. Data filtering
Below we only want to look at the data of 2015 and 2016, then directly filter the year field of the contract signing time in FineBI, and then select 2015 and 2016.
4. Cumulative summation
When looking at the contract amount data of each month, we may often need to accumulate the contract amount of each month to calculate the total target achievement rate up to the current month.
This adds the calculation indicator of the monthly cumulative value of the contract amount in FineBI, then calculates the cumulative sum of the contract amount within the group, and then calculates all the values in the group to obtain the annual total value of the contract amount, and finally directly divides the monthly cumulative value of the contract amount by The annual total amount of the amount can get the annual target achievement rate of the current month.
5. YoY
After calculating the contract amount fulfillment rate of each month, it is naturally necessary to analyze the year-on-year data of each month. For the same period and year-on-year period, we can directly add calculation indicators in FineBI, and then select the corresponding calculation method. It is very simple. In this way, our basic data analysis and statistics are completed.
6. Conditional Formatting
After calculating the basic data indicators, it may be necessary to add some conditional styles to facilitate the observation of the data. For example, we can add a chart style mark to the contract amount indicator through FineBI, so that the data with a contract amount greater than 5,000,000 in the current month is marked in green and less than 5,000,000. is marked red.
In addition, a conditional style is added to the data of the contract amount of each month compared with the same period of the previous year, so that the data that increases in the current month compared with the same period of the previous year will be marked with an upward mark, and the data that has fallen will be marked with a downward mark. Through the above simple operations, a seemingly complicated case of enterprise monthly contract data analysis can be easily completed!
4. Summary
The following animation shows the production of a chart. Others are similar. If you don't understand, you can refer to the help documentation of FineBI's official website.
Of course, the above is just the tip of the iceberg in the powerful functions of FineBI. Due to space limitations, I will share so much here for the time being.
First of all, in terms of workflow, BI tools break the lag data process of traditional information departments to develop reports and business personnel to view reports. Through a lightweight and convenient BI platform , business personnel with the most analysis needs can easily analyze the data they need. result.
The second is the processing performance of big data. The FineIndex+FineDirect dual data engine provided by FineBI meets the computing requirements of real-time and large data volume, respectively. The page response refreshed in seconds, so that leaders no longer have to wait for a long time to see the data.
Finally, in addition to liberating business personnel, FineBI's biggest contribution should be to enterprises. After joining FineBI, business personnel can also do data analysis on specific topics based on business indicators, and then make suggestions for the company's operation, so that all employees can make good use of data, and realize the operation of all employees in the amoeba model. Come on, it's no wonder that the company's business performance indicators are not thriving.