基于Power BI上市企业财务指标可视化分析研究与应用  

Research and Application of Financial Indicator Visualization for Listed Companies Based on Power BI

作　　者：闫美娟 YAN Meijuan(Shanxi Finance&Taxation College,Taiyuan,Shanxi 030024,China)

机构地区：[1]山西省财政税务专科学校,山西太原030024

出　　处：《山西财政税务专科学校学报》2024年第5期44-48,共5页Journal of Shanxi Finance & Taxation College

基　　金：2024年山西省职业教育教学改革与实践研究项目“课程思政视角下财务大数据分析课程教学法改革研究”(202403081)。

摘　　要：通过对上市企业——中国软件与技术服务股份有限公司的财务指标进行深入而全面的可视化分析,收集该企业近五年的利润表、资产负债表和现金流量表等公开财务报表数据,借助Power BI进行数据预处理、数据建模和可视化分析。结果表明:中国软件与技术服务股份有限公司短期偿债能力较强;营运能力整体呈现下降趋势;盈利能力在经历短暂下滑后逐步回升,整体表现稳健;成长能力指标虽然波动较大,但整体上仍呈现出良好的成长性。建议该企业加强营运与盈利管理,以推动企业更加高效、稳健地发展。通过Power BI的可视化分析,直观地展现了企业财务指标具体情况,为企业投资者和管理者提供了直观、全面的决策支持。Through an in-depth and comprehensive visual analysis of the financial indicators of a listed company,China National Software&Services Co.,Ltd.,this study collects publicly available financial statements such as profit and loss statements,balance sheets,and cash flow statements from the past five years.With the aid of Power BI,data preprocessing,data modeling,and visual analysis are conducted.The results indicate that China National Software&Services Co.,Ltd.has strong short-term debt repayment capability;however,its operational capacity generally shows a declining trend.Its profitability,after a brief decline,has gradually recovered and is overall robust.Although the growth capability indicators fluctuate significantly,they still exhibit good growth potential overall.It is recommended that the company strengthen its operation and profit management to promote more efficient and robust development.Through the visual analysis provided by Power BI,the specific circumstances of the company's financial indicators are vividly displayed,offering intuitive and comprehensive decision-making support for investors and managers of the company.

关 键 词：Power BI 财务指标 可视化分析 

分 类 号：F234.4[经济管理—会计学]