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首页> 外文会议>ASQ(American Society for Quality)'s 56th Annual Quality Congress May 20-22, 2002 Colorado Convention Center >USING TIME SERIES CHARTS TO ANALYZE FINANCIAL DATA
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USING TIME SERIES CHARTS TO ANALYZE FINANCIAL DATA

机译：使用时间序列图分析财务数据

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This paper demonstrates the approach that one company has used to involve senior and mid-level managers in using time series charts to monitor financial results. Using a team-based approach, the key components required to blend the traditional monthly financial reports with a time series analysis were defined. It was a given that any financial monitoring system still had to include the basics from the financial reports. This includes, at a minimum: 1. Last month's result and how it compared to budget. 2. Year-to-date result and how it compared to budget and last year-to-date. The time series approach greatly expands the ability of leadership to use and interpret financial data and to make decisions based on this interpretation. The time series approach includes the ability: 3. To see a video of the process over time instead of the snapshot in time presented in the traditional financial reports. 4. To determine if short or long term trends are present. 5. To find potential problems quickly. 6. To get a signal when something has changed dramatically. 7. To forecast next month's result. 8. To forecast the impact of a short-term trend if it continues. 9. To forecast the year-end result. The team developed the process for bringing these two methods of analyzing financial results together. Combining the traditional financial reporting with a time series approach has resulted in a more in-depth appreciation of time series charts and the information contained in the charts. Managers review the monthly results for over 50 financial variables using this approach. This has given them early warnings of problems plus much better data for planning and budgeting. It has also resulted in significant time-savings for managers in the analysis of the financial performance of the organization.
机译：本文演示了一家公司使用时间序列图监视财务结果的方法，该方法曾邀请公司的中高层管理人员参与。使用基于团队的方法，定义了将传统的每月财务报告与时间序列分析相融合所需的关键组件。假设任何财务监控系统仍必须包括财务报告中的基础知识。至少包括：1.上个月的结果以及与预算的比较。 2.年初至今的结果，以及与预算和去年同期的比较结果。时间序列方法极大地扩展了领导者使用和解释财务数据以及基于此解释做出决策的能力。时间序列方法包括以下功能：3.观看一段时间内的过程视频，而不是传统财务报告中显示的快照。 4.确定是否存在短期或长期趋势。 5.快速发现潜在问题。 6.发生某些重大变化时发出信号。 7.预测下个月的结果。 8.预测短期趋势的持续影响。 9.预测年终结果。该团队开发了将这两种分析财务结果的方法结合在一起的过程。将传统的财务报告与时间序列方法结合在一起，可以更深入地了解时间序列图和图表中包含的信息。经理们使用这种方法审查了50多个财务变量的每月结果。这为他们提供了问题的预警，以及更好的计划和预算数据。这也为经理们节省了分析组织财务绩效的时间。

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