JP6771724B2 - Chart generation system, chart processing system and programs - Google Patents

Description

The present invention relates to a chart generation system, a chart processing system and a program.

Conventionally, teachers and staff of accounting firms have created financial statement books and graphs as explanatory materials for advisors.
At that time, the financial statement books and graphs used as materials for monthly and settlement of accounts at accounting firms, etc., are printed on paper, for example, after specifying the data range, items, and format for a predetermined period. It is being output or in the form of an electronic form (PDF, etc.) and provided to the adviser.
Further, for example, the financial statement books used in financial analysis such as balance sheets and income statements have been devised to be easy to analyze (see, for example, Patent Documents 1 and 2).

Japanese Unexamined Patent Publication No. 2001-188873 Japanese Unexamined Patent Publication No. 2004-133833

When creating a book or graph of financial statements, it was necessary for the teachers and staff of the accounting office to make various settings such as the book and the aggregation period, which made the setting work complicated.
In addition, when explaining financial statements and financial statement analysis materials, it is difficult to understand as it is, so it is necessary to create easy-to-understand books and graphs with a layout structure that is easy to see using spreadsheet software, but the work is It was time-consuming.
Even when using existing financial graph creation software, editing the layout configuration and creating an easy-to-read layout configuration still required time-consuming settings.
In addition, for graphs that cannot be created with existing graph creation software, it was necessary to separately create a table with numerical values or a chart consisting of graphs using spreadsheet software or the like.
Furthermore, when explaining to the adviser, there is a problem that even if the adviser asks a question about an item that has not been prepared, an easy-to-understand material cannot be prepared immediately.

When using spreadsheet software or existing financial graph creation software, when creating financial statements or graphs for explanation in order to explain the business situation to the adviser at the accounting office, the income statement, etc. It was necessary to appropriately select the target book and the type of graph created according to the business situation and financial statement situation of the adviser. In addition, after making a graph, it is necessary to reselect the graph to make it easier to explain, display a detailed graph of the subject to be explained, and take time to prepare the graph material through some trial and error. was there.
For example, it is part of the know-how of accounting firms to consider and create financial books and financial graphs that are necessary depending on the type of business of the adviser, such as analysis tables in the manufacturing industry and cash flow charts in the retail industry, management style and management situation. However, it took a lot of time and effort.
In addition, the graph creation itself can easily create the income statement, balance sheet book printing (display) and graph printing (display) by selecting the company data and processing year, but it is commercial. In order to make it a high-quality analysis material, detailed settings can be made with financial graph creation software, processing using spreadsheet software separately based on the output data, etc., and subsequent layout configuration and integration of charts, etc. Needed to be processed.

In addition, when using existing financial graph creation software, it was possible to output a comparison table including financial data of previous years, but it was necessary to set the period to be compared and book selection in detail. .. For example, in order to make a comparison within a specified period (past 5 years), such as every two years or a comparison between the current year and three years ago, consider an easy-to-read layout structure and use financial graph creation software to create a detailed layout. It was necessary to perform the time-consuming manual processing work separately by using spreadsheet software based on the output chart data or setting the above.
Alternatively, when using existing financial graphing software, when it is necessary to explain the breakdown of subjects in more detail, it is necessary to take time to investigate and pick up the subjects to be explained in advance, and their relevance. In order to create a graph showing the above, it is necessary to specify subjects and set book table selection, etc., and considering a layout configuration that is easy to see, set detailed layout etc. with financial graph creation software, or output charts It was necessary to perform time-consuming manual processing work such as reconstructing and rearranging books and financial graphs separately using spreadsheet software based on the data.
Alternatively, when using existing financial graph creation software, and when comparing with previous years or forecasting the future, it is necessary to set the period and book selection to be compared in order to create a transition graph with the fiscal year you want to compare. However, once it is set, it is easy to compare monthly, last year, and previous years as standard processing of the accounting system, but for example, when you want to compare the current period with 6 years before the similar recession occurred. , After creating the charts for the current period and 6 years ago, consider the layout structure that is easy to see, and set the detailed layout etc. with the financial graph creation software, or separately calculate the chart based on the output chart data. It was necessary to perform time-consuming manual processing work, such as using software to configure and rearrange books and financial graphs, and reconstructing analysis graphs for comparative analysis on a single sheet. ..
Alternatively, when using existing financial graph creation software, it is necessary to set the period to be compared, book selection, etc. in order to create a ratio graph with the fiscal year you want to compare, but if you set it, it is standard for the accounting system. It is easy to compare with the previous year last year, but for example, if you want to compare the change in the amount of money of the same subject 6 years ago and the current period when the same recession occurred, create a chart of the current period and 6 years ago. After that, consider a layout configuration that is easy to see, and make detailed settings with financial graph creation software, or use spreadsheet software separately based on the output chart data to configure books and financial graphs. It was necessary to perform time-consuming manual processing work such as rearrangement and reconstruction into an analysis graph for comparative analysis on one sheet.
Alternatively, when using existing financial graph creation software, another financial graph is used to list the specified period (past 5 years, etc.) and to compare and analyze changes in the specified period from the viewpoint of balance and balance. It was troublesome to set in detail the period to be compared and the selection of books for each graph in order to see. In addition, in order to create a layout structure that is easy to see after creating each chart, make detailed settings with the financial graph creation software, or use spreadsheet software separately based on the output chart data. Therefore, it was necessary to perform time-consuming manual processing work such as reconstructing and rearranging books and financial graphs.
Alternatively, when using existing financial graph creation software, for composition graphs, transition graphs, ratio graphs, item detail graphs, etc. that have a large rate of change from the current year, highlight display and color changes with detailed settings, etc. Needed to be set. In addition, in order to make the layout configuration easy to see, either make detailed settings with the financial graph creation software, or use spreadsheet software separately based on the output chart data to re-create the books and financial graphs. It required time-consuming manual processing work such as configuration and rearrangement.
Alternatively, when using existing financial graph creation software, when creating a financial graph that is easy for the adviser to understand, set in detail the type of financial graph to be selected and the graph display method according to the number of subjects and the period to be displayed. I had to do it. In addition, in order to make the layout configuration easy to see, either make detailed settings with the financial graph creation software, or use spreadsheet software separately based on the output chart data to re-create the books and financial graphs. It required time-consuming manual processing work such as configuration and rearrangement.
Alternatively, when using existing financial graph creation software, if you want to switch the graph from a bar graph to a pie chart, manually set the graph display method in detail each time, or display the output chart data. Originally, it was necessary to manually reset the graph display method using spreadsheet software.
In addition, it was possible to output a comparison table including financial data of previous years, but it is necessary to set the period to be compared and the selection of the book, etc., and the comparison within the specified period (past 5 years) is every two years. Considering an easy-to-read layout configuration for comparison and comparison between the current year and three years ago, it was necessary to further process the output book table and financial graph using spreadsheet software.

Furthermore, in the case described in Patent Document 1, predetermined comparison items are set in advance, and the items are displayed visually in a comparatively recognizable manner in response to a request. Further, in the case of Patent Document 2, when a button is selected on the graph screen, a predetermined process is executed in response to the operation. In each case, the relationship between the operation and the display of the operation result was only general.

Therefore, in the present invention, the materials for the teachers and staff of the accounting office to explain to the adviser can be easily obtained by simply selecting the company and the fiscal year without making complicated settings directly on the terminal. To provide a chart generation system and program that can easily create books and graphs that can be explained in an easy-to-understand manner without setting the layout configuration, etc., even for items that can be displayed and have not been prepared, simply by selecting the target item. With the goal.
Furthermore, an object of the present invention is to provide a chart processing system and a program in which the operation and the display of the operation result are devised.

The present invention solves the above-mentioned problems by the following solutions.
The first invention is a system in which an accounting firm displays chart data related to financial analysis generated based on financial data including settlement data of accounting treatment of an advisor on a terminal screen and explains it to the advisor. I memorized at least one of the company information indicating the adviser, the operation reception means for accepting the selection operation of the fiscal year, the request of the adviser as to whether to emphasize the income statement or the balance sheet, and the industry information of the adviser. With reference to the importance table, analyze the financial data of the fiscal year of the company information received by the operation reception means, and determine whether to display either the income statement or the balance sheet first. Sales, purchases, and expenses that make up the income statement from the financial data of the current year, which is the fiscal year of the received company information, when the income statement is determined by the importance determination means and the importance determination means. , Aggregate data generation means to generate aggregated data of major account items including sales expenses and general management expenses, items to be displayed and their classification, and whether to analyze single month, multiple months, current year or multiple years It consists of a graph judgment means for determining the display mode of a graph including a bar graph, a band graph, a circle graph, and a line graph based on a condition including selection of an analysis target period, and a main account item based on the aggregated data. A profit and loss composition table, which is a book composed of the current year and is shown in a tabular format, and a profit and loss composition graph, which is a graph of a display mode determined by the graph determination means corresponding to the main account items constituting the profit and loss composition table. The profit and loss composition table to be displayed together with the profit and loss composition graph and, if necessary, the profit and loss composition graph based on the chart data generation means for generating the above and the predetermined display position condition set for each advisor for each accounting office. The display position on the screen of the above is determined, and the profit / loss composition graph and the chart data display means for displaying the profit / loss composition table as needed are provided at the determined display position, and the importance determination means is said to be important. If the judgment cannot be made by referring to the degree table, it is judged as a profit and loss statement when there is a balance of profit and loss items, and it is judged as a balance sheet when only balance items are used. It is a generation system.
In the second invention, in the chart generation system of the first invention, the operation receiving means further accepts the operation of the previous year comparison, and the chart data generating means receives the operation of the previous year comparison by the operation receiving means. If the financial data of the previous year exists in the designated period of the previous year including the previous year and the first condition that the balance of the profit and loss item changes is satisfied, the financial data of the current year and the previous year are re-aggregated. Based on the data, a tabular comparative profit / loss composition table between the previous year and the current year and a comparative profit / loss composition graph between the previous year and the current year in the display mode determined by the graph determination means are generated, and the first condition is satisfied. If not, it goes back to the time when the financial data of the previous year exists from the previous year and the balance of the profit and loss items changes in the specified period until the financial data of the previous year is found, and from the year when the financial data of the previous year is found to the current year. Comparison of the tabular comparative profit and loss composition table of the aggregation designated period and the aggregation designation period of the display mode determined by the graph determination means based on the aggregation data obtained by re-aggregating the financial data of the aggregation designation period which is the period. The chart data display means is a chart generation system for generating a profit / loss composition graph and displaying the comparative profit / loss composition graph and, if necessary, the comparative profit / loss composition table at a determined display position. ..
The third invention is the chart generation system of the first invention or the second invention, in which the operation receiving means further constitutes sales, purchases, expenses, and sales expenses that further constitute the profit / loss composition table or the profit / loss composition graph. And the selection operation for the subject of the classification including the general management fee is accepted, and the balance of the received profit and loss item is 0 and the received profit and loss item is in response to the operation reception means accepting the selection operation for the subject of the classification. A valid period determining means for determining whether or not a second condition is satisfied with a transaction non-occurrence period is provided, and when the aggregated data generating means determines that the second condition is satisfied by the valid period determining means, The accepted subjects of the above classification are expanded to the subjects of the classification finer than the classification of the designated subject, and the subjects of the classification finer than the classification of the specified subject are re-aggregated to generate the aggregated data. Based on the aggregated data, the chart data generation means includes a tabular subject schedule composed of each subject classified in a finer classification than the classification of the designated subject of the current year, and the designated subject schedule constituting the subject schedule. A subject detail graph of a display mode determined by the graph determination means corresponding to each subject of a finer classification than the subject classification is generated, and the chart data display means needs the subject detail graph and the required display position at the determined display position. The subject schedule is displayed according to the above, the operation receiving means further accepts the operation of the previous year comparison, and the chart data generating means receives the operation of the previous year comparison according to the operation receiving means of the previous year. If the financial data of the previous year exists in the designated period of the previous year including, and the first condition that the balance of the profit and loss item changes is satisfied, the financial data of the current year and the previous year are re-aggregated based on the aggregated data. By the tabular comparison item schedule of the previous year and the current year in the period excluding the non-transaction period from the designated period, and the graph determination means of the previous year and the current year in the period excluding the non-transaction period from the designated period. A comparative item detail graph of the determined display mode is generated, and if the first condition is not satisfied, financial data of a previous year from the previous year exists in the specified period, and the balance of the profit / loss item changes. Based on the aggregated data obtained by re-aggregating the financial data of the designated aggregation period, which is the period from the year in which the financial data of the previous year was found to the current year, the tabular comparison item of the designated aggregation period Comparison subject of the schedule and the aggregation designated period of the display mode determined by the graph determination means The chart data display means is a chart generation system for generating a detail graph and updating and displaying the comparison subject detail graph and the comparison subject schedule as needed.
The fourth invention is in any of the chart generation systems from the first invention to the third invention, in which the operation receiving means further selects an operation of selecting a display area for a fiscal year of the profit or loss composition table or the profit or loss composition graph. The second condition is satisfied that the balance of the received profit / loss item is 0 and there is a transaction non-occurrence period of the received profit / loss item in response to the operation receiving means accepting the operation of selecting the display area of the fiscal year. It is provided with a valid period determining means for determining whether or not, and when the aggregated data generating means determines that the second condition is satisfied by the valid period determining means, it is a past fiscal year including the accepted fiscal year and the previous year. Monthly for major accounts including sales, purchases, expenses, sales expenses and general management expenses that make up the profit and loss composition table from financial data for the specified period or budget data for the following fiscal year including unexpired months of the current year To generate aggregated data, the chart data generating means is composed of the current year consisting of major account items in a period excluding the non-transaction period from the designated period based on the aggregated data. A tabular profit and loss transition table and a profit and loss transition graph of the display mode determined by the graph determination means corresponding to the main account items constituting the profit and loss transition table in the period excluding the non-transaction occurrence period from the designated period. The chart data display means displays the profit and loss transition graph and, if necessary, the profit and loss transition table at the determined display position, and the operation receiving means further accepts the operation of comparison in the past year, and the chart. The data generation means is the first condition in which the financial data of the previous year exists in the designated period of the previous year including the previous year and the balance of the profit / loss item changes according to the operation receiving means receiving the operation of the comparison of the previous year. When the condition is satisfied, a tabular comparative profit / loss transition table between the previous year and the current year and a comparative profit / loss transition graph between the previous year and the current year in the display mode determined by the graph determination means are generated, and the first condition is satisfied. If not, it goes back to the time when the financial data of the previous year exists from the previous year and the balance of the profit and loss item changes in the specified period until the financial data of the previous year is found, and from the year when the financial data of the previous year is found to the current year. Comparison of the tabular comparative profit and loss transition table of the aggregation designated period and the aggregation designation period of the display mode determined by the graph determination means based on the aggregation data obtained by re-aggregating the financial data of the aggregation designation period, which is the period. The profit and loss transition graph is generated, and the chart data display means is the comparative profit and loss transition graph and, if necessary, the above. The comparative profit / loss transition table is updated and displayed, the operation receiving means further accepts the future prediction comparison operation, and the chart data generating means receives the future prediction comparison operation in response to the operation receiving means receiving the future prediction comparison operation. If there is forecast data for the unexpired month or later of the current year among the designated periods after the next fiscal year including the unexpired month of, and the third condition that the balance of the profit and loss item changes is satisfied, the table of the above-mentioned aggregation designated period A comparative profit / loss transition table in the form and a comparative profit / loss transition graph of the aggregation designated period of the display mode determined by the graph determination means are generated, and if the third condition is not satisfied, the current year of the designated period is generated. Proceed until the forecast data for the unexpired month or later of the current year is found, and the forecast data for the unexpired month or later of the current year is found. Based on the aggregated data obtained by re-aggregating the forecast data for the designated aggregation period and the financial data for the current year, the tabular comparative profit and loss transition table for the designated aggregation period and the display determined by the graph determination means. A chart generation characterized in that a comparative profit / loss transition graph of the aggregation designated period of the embodiment is generated, and the chart data display means updates and displays the comparative profit / loss transition graph and the comparative profit / loss transition table as needed. It is a system.
A fifth invention is in any of the chart generation systems from the first invention to the fourth invention, in which the operation receiving means further selects an operation of selecting a display area for the fiscal year of the profit and loss composition table or the profit and loss composition graph. The second condition is satisfied that the balance of the received profit / loss item is 0 and there is a transaction non-occurrence period of the received profit / loss item in response to the operation receiving means receiving the operation of selecting the display area of the fiscal year. When the validity period determination means for determining whether or not there is a non-transaction occurrence period is determined by the validity period determination means, financial data or financial data of a specified period of a previous year including the selected fiscal year and the previous year. The current year, which is the fiscal year in which the main accounts including sales, purchases, expenses, sales expenses, and general management expenses that make up the income statement from the budget data for the next and subsequent years, including the unexpired months of the current year, are accepted. The chart data generation means includes a ratio data generation means for generating a reference ratio data, and the chart data generation means is a table composed of major account items in a period excluding the transaction non-occurrence period from the designated period based on the ratio data. Corresponds to the profit / loss ratio table for each major account, which is chart data consisting of the amount of the previous year, the amount of the current year, and the cumulative ratio of the current year, and the period obtained by excluding the non-transaction period from the specified period. A profit / loss ratio graph of the display mode determined by the graph determination means corresponding to the main account item is generated, and the chart data display means displays the profit / loss ratio graph and, if necessary, the profit / loss at the determined display position. The ratio table is displayed, the operation receiving means further accepts the operation of the previous year comparison, and the chart data generating means designates the previous year including the previous year in response to the operation receiving means accepting the operation of the previous year comparison. If the financial data of the previous year exists in the period and the first condition that the balance of the profit and loss item changes is satisfied, it is judged by the comparative profit / loss ratio table of the previous year and the current year and the graph judgment means. A comparative profit / loss ratio graph between the previous year and the current year in the display mode is generated, and if the first condition is not met, financial data for the previous year from the previous year in the specified period exists and the balance of the profit / loss item changes. The tabular form of the specified aggregation period is based on the aggregated data obtained by re-aggregating the financial data of the designated aggregation period, which is the period from the year in which the financial data of the previous year was found to the current year. Comparative profit / loss ratio between the comparative profit / loss ratio table and the aggregation designated period of the display mode determined by the graph determination means The chart data display means is a chart generation system that generates a rate graph and updates and displays the comparative profit / loss ratio graph and the comparative profit / loss ratio table as needed.
The sixth invention is a system in which an accounting firm displays chart data related to financial analysis generated based on financial data including settlement data of accounting treatment of an advisor on a terminal screen and explains it to the advisor. I memorized at least one of the company information indicating the adviser, the operation reception means for accepting the selection operation of the fiscal year, the request of the adviser as to whether to emphasize the profit and loss statement or the balance sheet, and the industry information of the adviser. With reference to the importance table, analyze the financial data of the fiscal year of the company information received by the operation reception means, and determine whether to display either the profit and loss statement or the balance sheet first. Cash, accounts receivable, accounts receivable, capital that compose the balance sheet from the financial data of the current year, which is the fiscal year of the received company information, when it is determined to be the balance sheet by the importance determination means and the importance determination means. Selection of aggregated data generation means to generate aggregated data of major account items including gold, items to be displayed and their classification, and analysis target period of single month, multiple months, current year, or multiple years A tabular format consisting of a graph judgment means for determining the display mode of a graph including a bar graph, a band graph, a circle graph, and a line graph based on conditions including, and the current year consisting of major account items based on the aggregated data. Chart data generation that generates a balance composition table, which is a book shown by, and a balance composition graph, which is a graph of a display mode corresponding to the main account items constituting the balance composition table and determined by the graph determination means. Based on the means and the predetermined display position conditions set for each advisor for each accounting office, the display position on the screen of the loan composition table to be displayed together with the loan composition graph and, if necessary, the loan composition graph is displayed. The balance composition graph and, if necessary, a chart data display means for displaying the balance composition table at the determined display position are provided, and the importance determination means refers to the importance table. It is a chart generation system characterized in that when the analyzed judgment cannot be made, it is judged as a profit and loss statement when there is a balance of profit and loss items, and it is judged as a balance sheet when only balance items are used.
According to the seventh invention, in the chart generation system of the sixth invention, the operation receiving means further accepts the operation of the previous year comparison, and the chart data generating means receives the operation of the previous year comparison by the operation receiving means. If the financial data of the previous year exists in the designated period of the previous year including the previous year and the fourth condition that the loan item changes is satisfied, the financial data of the current year and the previous year will be re-aggregated. Based on this, a tabular comparative loan composition table between the previous year and the current year and a comparative loan composition graph between the previous year and the current year in the display mode determined by the graph determination means are generated, and the fourth condition is not satisfied. Is the period from the year in which the financial data of the previous year was found to the current year, going back to the time when the financial data of the previous year exists from the previous year and the financial data of the previous year in which the loan item changes is found. Based on the aggregated data obtained by re-aggregating the financial data of the designated period, the tabular comparative loan composition table of the aggregated designated period and the comparative loan composition graph of the aggregated designated period of the display mode determined by the graph determination means. The chart data display means is a chart generation system characterized in that the comparative balance composition graph and, if necessary, the comparison balance composition table are displayed at a determined display position.
The eighth invention is the chart generation system of the sixth invention or the seventh invention, in which the operation receiving means further includes cash, accounts payable, accounts payable, and capital constituting the loan composition table or the loan composition graph. In response to the fact that the selection operation for the main account is accepted and the operation reception means accepts the selection operation for the main account, the accepted loan item is 0 and there is a transaction non-occurrence period of the accepted loan item. A valid period determining means for determining whether or not the five conditions are satisfied is provided, and when the aggregated data generating means determines that the fifth condition is satisfied by the valid period determining means, the main account items accepted , The subject is expanded to the subjects of the classification finer than the classification of the designated subject, and the subjects of the classification finer than the classification of the specified subject are re-aggregated to generate the aggregated data, and the chart data generation means is Based on the aggregated data, there is a tabular course schedule consisting of each subject that is classified more finely than the classification of the designated subject for the current year, and a classification that is finer than the classification of the designated subject that constitutes the subject schedule. A subject detail graph of a display mode determined by the graph determination means corresponding to each subject is generated, and the chart data display means displays the subject detail graph and, if necessary, the subject detail table at a determined display position. Is displayed, the operation receiving means further accepts the operation of the comparison of the previous year, and the chart data generating means receives the operation of the comparison of the previous year, and the designated period of the previous year including the previous year If the financial data of the previous year exists and the fourth condition that the loan item changes is satisfied, the period in which the transaction has not occurred is calculated from the specified period based on the aggregated data obtained by reaggregating the financial data of the current year and the previous year. A tabular comparison item statement between the previous year and the current year in the excluded period, and a comparison item statement in the display mode determined by the graph determination means between the previous year and the current year in the period excluding the transaction non-occurrence period from the designated period. If a graph is generated and the fourth condition is not satisfied, the financial data of the previous year exists from the previous year in the designated period, and the financial data of the previous year in which the loan item changes is found. Based on the aggregated data obtained by re-aggregating the financial data of the designated aggregation period, which is the period from the year in which the financial data was found to the current year, it is determined by the tabular comparison item schedule of the designated aggregation period and the graph determination means. A comparison subject detail graph of the aggregation designated period in the display mode is generated, and the figure The table data display means is a chart generation system characterized in that the comparative subject detailed graph and the comparative subject detailed table are updated and displayed as needed.
In the ninth invention, in any of the chart generation systems from the sixth invention to the eighth invention, the operation receiving means further selects an operation for selecting a display area of the fiscal year of the balance table or the balance graph. Whether or not the fifth condition is satisfied in which the accepted loan item is 0 and there is a transaction non-occurrence period of the accepted loan item in response to the operation reception means accepting the operation of selecting the display area of the fiscal year. The aggregated data generation means is provided with a valid period determining means for determining whether or not the data is valid, and when the valid period determining means determines that the fifth condition is satisfied, the accepted fiscal year and the designated period of the previous year including the previous year thereof are included. Aggregated data by monthly recounting of major accounts including cash, accounts payable, accounts payable, and capital that make up the balance sheet from the financial data of the current fiscal year or the budget data for the following fiscal year including the unexpired months of the current year. Based on the aggregated data, the chart data generation means has a tabular balance transition table composed of the current year consisting of major accounts in the period excluding the transaction non-occurrence period from the designated period. A balance transition graph of a display mode determined by the graph determination means corresponding to the main account items constituting the balance transition table is generated in a period excluding the transaction non-occurrence period from the designated period, and the chart data display. The means displays the balance transition graph and the balance transition table as necessary at the determined display position, the operation reception means further accepts the operation of comparison in the past years, and the chart data generation means receives the operation. If the financial data of the previous year exists in the designated period of the previous year including the previous year and the fourth condition that the loan item changes is satisfied according to the means accepting the operation of comparison of the previous year, the previous year and the current year A tabular comparative balance transition table and a comparative balance transition graph of the display mode determined by the graph determination means between the previous year and the current year are generated, and if the fourth condition is not satisfied, the specified period Re-aggregate the financial data for the designated period, which is the period from the year when the financial data for the previous year was found to the current year, going back to the time when the financial data for the previous year exists and the loan items change from the previous year. Based on the aggregated data, a tabular comparative balance transition table of the aggregation designated period and a comparative balance transition graph of the aggregation designated period of the display mode determined by the graph determination means are generated, and the chart data display. As a means, the comparative loan transition graph and the comparative loan transition table are updated and displayed as necessary, and the previous The operation receiving means further accepts the operation of the future prediction comparison, and the chart data generating means receives the operation of the future prediction comparison in response to the acceptance of the operation of the future prediction comparison, and the next year or later including the unexpired month of the current year or later. If the forecast data for the unexpired month or later of the current year exists in the designated period of, and the sixth condition that the loan item changes is satisfied, the tabular comparative loan transition table of the aggregated designated period and the graph judgment A comparative loan transition graph of the aggregated designated period of the display mode determined by the means is generated, and if the sixth condition is not satisfied, forecast data of the designated period after the unexpired month of the current year exists. , And proceed until the forecast data after the unexpired month of the current year when the loan item changes is found, and the forecast data of the aggregated designated period and the current year, which is the period from the current year to the month when the forecast data after the unexpired month of the current year is found. Based on the aggregated data obtained by re-aggregating the financial data of the above, the tabular comparative balance transition table of the aggregation designated period and the comparative balance transition graph of the aggregation designated period of the display mode determined by the graph determination means are displayed. The chart data display means for generating the chart data is a chart generation system characterized in that the comparative balance transition graph and the comparative balance transition table are updated and displayed as needed.
The tenth invention is in any of the chart generation systems from the sixth invention to the ninth invention, in which the operation receiving means further selects an operation for selecting a display area of the fiscal year of the balance sheet or the balance sheet. Is accepted, and whether or not the fifth condition is satisfied in which the accepted loan item is 0 and the accepted loan item has no transaction occurrence period in response to the operation reception means accepting the selection operation of the display area of the fiscal year. When it is determined by the validity period determination means and the validity period determination means that there is a transaction non-occurrence period, the financial data of the specified period of the past year including the selected fiscal year and the previous year or the current year Generate ratio data based on the current fiscal year, which is the fiscal year received for major accounts including cash, accounts payable, accounts payable, and capital that make up the balance sheet, from budget data for the following fiscal year including unexpired months. The chart data generation means includes a ratio data generation means, and the chart data generation means is a tabular amount of the previous year and the current year consisting of major accounts in a period excluding the non-transaction period from the designated period based on the ratio data. The balance sheet for each major account, which is chart data consisting of the amount and the cumulative ratio for the current year, and the main account corresponding to the balance sheet in the specified period excluding the non-transaction period. A balance sheet of a display mode determined by the graph determination means is generated, and the chart data display means displays the balance sheet and, if necessary, the balance sheet at the determined display position, and performs the operation. The reception means further accepts the operation of comparison in the previous year, and the chart data generation means receives the financial data of the previous year in the designated period of the previous year including the previous year in response to the operation reception means receiving the operation of comparison in the previous year. If the fourth condition exists and the loan item changes, a tabular comparison balance sheet between the previous year and the current year and a comparative loan between the previous year and the current year in the display mode determined by the graph determination means If a ratio graph is generated and the fourth condition is not satisfied, the financial data of the previous year exists from the previous year in the designated period, and the financial data of the previous year in which the loan item changes is found. Based on the aggregated data obtained by re-aggregating the financial data of the designated aggregation period, which is the period from the year in which the financial data was found to the current year, it is determined by the tabular comparison balance sheet of the designated aggregation period and the graph determination means. A comparative balance sheet graph of the aggregated designated period in the displayed mode is generated, and the chart de The data display means is a chart generation system characterized in that the comparative balance ratio graph and the comparative balance ratio table are updated and displayed as needed.
The eleventh invention is in any of the chart generation systems from the first invention to the tenth invention, in which the operation receiving means is displayed on a profit and loss statement or a balance sheet determined by the importance determining means. One or more selection operations for a subject and at least one of a short-term selection operation including monthly to be displayed and a long-term selection operation including the current year or a previous year are accepted, and the graph determination means is based on the accepted selection operation. The type and display mode of the graph to be generated are determined by referring to the graph determination table that stores the graph type and display mode based on the number and the type of subject and the analysis target period, and the aggregated data generation means accepts. The aggregated data of the subject is generated from the financial data of the designated period and the subject accepted by the selection operation based on the company information and the fiscal year, and the chart data generation means determines the graph based on the aggregated data. It is a chart generation system characterized by generating a graph corresponding to the type and display mode determined by the means and a tabular book table corresponding to the graph.
The twelfth invention is a system in which an accounting firm displays chart data related to financial analysis generated based on financial data including settlement data of accounting treatment of an advisor on a terminal screen and explains it to the advisor. I memorized at least one of the company information indicating the adviser, the operation reception means for accepting the selection operation of the fiscal year, the request of the adviser as to whether to emphasize the income statement or the balance sheet, and the industry information of the adviser. With reference to the importance table, analyze the financial data of the fiscal year of the company information received by the operation reception means, and determine whether to display either the income statement or the balance sheet first. If the importance determination means is provided and the determination cannot be made by referring to the importance table, the importance determination means determines that the income statement is a profit and loss statement when there is a balance of the profit and loss item, and the loan item. When only used, it is determined to be a balance sheet, and the operation receiving means selects one or two or more selection operations and displays for the items displayed on the income statement or the balance sheet determined by the importance determination means. Accept at least one of short-term selection operations including monthly and long-term selection operations including current year and previous years, and from the subjects received by the selection operation and the financial data of the specified period based on the received company information and the fiscal year, Refer to the graph judgment table that stores the number of subjects, the type of subjects, and the graph type and display mode based on the analysis target period based on the aggregated data generation means for generating aggregated data and the accepted selection operation. A graph determination means for determining the type and display mode of the graph to be generated, a graph corresponding to the type and display mode determined by the graph determination means based on the aggregated data, and a tabular book table corresponding to the graph. Display on the screen of the graph and, if necessary, the graph to be displayed together with the graph based on the chart data generation means for generating the above and the predetermined display position condition set for each advisor for each accounting office. The chart generation system is characterized in that a position is determined, and the graph and the chart data display means for displaying the book and table as needed are provided at the determined display position.
According to the thirteenth invention, in any of the chart generation systems from the first invention to the twelfth invention, a predetermined display position condition is selected by a display position registered in advance in the system and an operator's selection operation. The display position, or the display position based on the request of the adviser and the industry information of the adviser, and when displaying both the graph and the tabular book, either the left, right, or top and bottom positions of the screen. It is a condition of whether to display the graph and the book side by side, and when displaying only the graph, it is a condition of displaying the graph at the center of the screen or at any position of the top, bottom, left, and right. It is a chart generation system characterized by.
A fourteenth invention is a chart generation system according to any one of the first to thirteenth inventions, wherein the chart data display means displays a type of graph to be displayed and a tabular book to be displayed as needed. The chart generation system is characterized in that the type of the above is switched and displayed based on the number of operations for the operation content received by the operation receiving means.
The fifteenth invention is in any of the chart generation systems from the first invention to the fourteenth invention, in which the chart data generation means starts the current year or the current year among the main accounts of the book. The book and the book are highlighted so that the rate of change is calculated based on the month and the subject with the larger rate of change compared to the current year or the start month of the current year can be easily selected by visual means. It is a chart generation system characterized by generating the graph corresponding to the above.
In the sixteenth invention, in any of the chart generation systems from the first invention to the fourteenth invention, the chart data generation means starts in the current year or the current year among the main accounts of the book. Calculate the rate of change based on the month, and generate the book that displays only the subject with the larger rate of change compared to the current year or the start month of the current year, and the graph corresponding to the book. It is a chart generation system characterized by.

The seventeenth invention is a chart generation system that generates chart data of financial statements, and uses consultant information, a reception means for receiving a fiscal year, various information including industry information about the consultant, and financial statements. With reference to the importance table that stores a certain profit and loss statement and the importance of the balance sheet, the importance judgment means for determining the financial statements with high importance based on the received advisor information, and the accepted advisor Using the financial data including the settlement data of the accounting treatment of the current year, which is the fiscal year of the information, and the financial data of the previous year, aggregate data for generating the financial statements determined by the importance determination means is generated. By the aggregated data generating means for generating the aggregated data, the chart data generating means for generating a book composed in the current year and shown in a tabular format, and the graph corresponding to the book based on the aggregated data, and the chart data generating means. The graph is provided with a screen output of the generated graph, or a chart data display means for displaying the graph generated by the chart data generation means and the book table side by side to the display means, and the determination is made by the importance determination means. If this is not possible, the chart generation system is characterized in that the financial statements are determined based on the result of analyzing the financial data of the current year.
In the eighteenth invention, in the chart generation system of the seventeenth invention, a selection accepting means for accepting one or more selection operations for a subject shown in the graph or the book, and the accepted selection operation and selection operation Based on the information about the graph displayed on the display means at the time of the data, the graph determination table that stores the number of subjects, the type of subject, the type of graph based on the analysis target period, and the display mode is referred to and generated. The graph determination means for determining the type and display mode of the graph to be displayed is provided, and the aggregated data generation means includes financial data including settlement data of accounting treatment for the target period of the graph displayed on the display means. The aggregated data of the subjects associated with the subordinates of the subject is generated from the subject corresponding to the selection operation, and the chart data generating means determines the type and display mode based on the aggregated data. A graph corresponding to the above graph and a tabular book table corresponding to the graph are generated, and the chart data display means causes the display means to display a new graph generated by the chart data generation means. It is a chart generation system characterized by.
A nineteenth invention is a chart generation system for generating chart data of financial statements, in which a graph of financial statements is displayed on a display means, or a book table shown in a tabular format corresponding to the graph is displayed together with the graph. The chart data display means to be displayed on the display means, the selection reception means for accepting one or more selection operations for the subject shown in the graph or the book, and the target period of the graph displayed on the display means. From the financial data including the settlement data of the accounting process of the above and the subject corresponding to the selection operation, the aggregate data generation means for generating the aggregate data of the subject associated with the subordinate of the subject, and the accepted selection operation and selection operation Based on the information about the graph displayed on the display means at the time of the data, refer to the graph determination table that stores the number of subjects, the types of subjects, the types of graphs based on the analysis target period, and the display mode. A graph determination means for determining the type and display mode of the graph to be generated, a graph corresponding to the type and display mode determined by the graph determination means based on the aggregated data, and a tabular book table corresponding to the graph. The chart data display means includes a chart data generation means for generating the above, and the chart data display means causes the display means to display a new graph generated by the chart data generation means. Is.
The twentieth invention is effective in determining whether or not there is a transaction non-occurrence period for a subject accepted by the selection receiving means in the chart generation system of the eighteenth invention or the nineteenth invention based on the financial data. The subject is provided with a period determination means, and when the valid period determination means determines that there is a transaction non-occurrence period, the subject is based on the financial data excluding the transaction non-occurrence period. It is a chart generation system characterized by generating aggregated data of subjects associated with the subordinates of.
According to the twenty-first invention, in any of the chart generation systems from the eighteenth invention to the twentieth invention, the selection receiving means selects one of the plurality of subjects shown in the graph or the book. An element display means that accepts a selection display operation for a indicated area and causes the display means to further display a display element having the same color as the area, including information about a subject corresponding to the area, according to the accepted selection display operation. It is a chart generation system characterized by being provided.
The 22nd invention is a selection receiving means for receiving a selection operation regarding a target period in the chart generation system of the 17th invention, and the graph displayed on the display means when the accepted selection operation and the selection operation are performed. Graph determination means for determining the type and display mode of the graph to be generated by referring to the graph determination table that stores the number of subjects, the type of subject, the type of graph based on the analysis target period, and the display mode based on the information about And, the aggregated data generating means generates aggregated data from the financial data of the target period including the settlement data of the accounting process and the item of the graph displayed, and the chart data generating means Based on the aggregated data, a graph corresponding to the type and display mode determined by the graph determination means and a tabular book table corresponding to the graph are generated, and the chart data display means generates the chart data. The chart generation system is characterized in that a new graph generated by the means is displayed on the display means.
The twenty-third invention is a chart generation system for generating chart data of financial statements, in which a graph of financial statements is displayed on a display means, or a book table shown in a tabular format corresponding to the graph is displayed together with the graph. Aggregated data from the chart data display means to be displayed on the display means, the selection reception means that accepts the selection operation related to the target period, the financial data of the target period including the settlement data of the accounting process, and the items of the graph displayed. A graph based on the number of subjects, the type of subjects, and the analysis target period based on the information on the aggregated data generation means for generating the data and the graph displayed on the display means when the received selection operation and the selection operation are performed. The type and display determined by the graph determination means based on the graph determination means for determining the type and display mode of the generated graph by referring to the graph determination table storing the type and display mode of the data, and the aggregated data. The chart data display means includes a chart data generation means for generating a graph corresponding to an aspect and a tabular book table corresponding to the graph, and the chart data display means is a new graph generated by the chart data generation means. Is a chart generation system, characterized in that the display means displays the above.
The twentieth invention relates to a chart data display means for displaying a graph of financial statements on a display means, or for displaying a book table shown in a tabular format corresponding to the graph on the display means together with the graph, and a selection regarding a graph type. Selective receiving means for accepting operations, financial data including settlement data of accounting processing corresponding to the period of the displayed graph, and aggregated data generating means for generating aggregated data from the displayed items of the graph. , The number of subjects, the type of subject, the type of graph based on the analysis target period, and the display mode are stored based on the received selection operation and the information on the graph displayed on the display means when the selection operation is performed. The graph determination means for determining the type and display mode of the generated graph with reference to the graph determination table, the graph corresponding to the type and display mode determined by the graph determination means based on the aggregated data, and the above. A chart data generation means for generating a tabular book corresponding to a graph is provided, and the chart data display means causes the display means to display a new graph generated by the chart data generation means. It is a chart generation system characterized by that.
The 25th invention includes, in the chart generation system of the 24th invention, a valid period determining means for determining whether or not there is a transaction non-occurrence period based on the financial data, and the aggregated data generating means is said to be valid. The chart generation system is characterized in that when it is determined by the period determination means that there is a transaction non-occurrence period, aggregated data is generated based on the financial data excluding the transaction non-occurrence period.
According to the twenty-sixth invention, in any of the chart generation systems from the eighteenth invention to the twenty-fifth invention, the selection receiving means receives a comparison instruction operation, and the graph determination means receives a comparison instruction when the comparison instruction is given. Based on the information about the graph displayed on the display means, the graph determination table is referred to to determine the type and display mode of the graph to be generated, and the aggregated data generation means corresponds to the comparison instruction operation. When there is a change in the financial data of the comparison target period, the financial data of the comparison target period is re-aggregated to generate the aggregated data, and there is no change in the financial data of the comparison target period corresponding to the comparison instruction operation. In this case, the chart generation system is characterized in that it searches for financial data that has changed in a period before the comparison target period, re-aggregates the financial data that has changed, and generates the aggregated data.
A twenty-seventh invention is in any of the chart generation systems from the eighteenth invention to the twenty-sixth invention, in which the chart data display means displays a new graph generated by the chart data generation means with the chart data. It is a chart generation system characterized in that it is displayed on the display means together with the new book table generated by the generation means.

The 28th invention is a chart processing system that processes chart data of financial statements, and uses chart data including at least one of the graph of the financial statements and the book format shown in the table format corresponding to the graph as a display means. The figure / table data display means to be displayed, the operation reception means for receiving an operation on the display area of the display means by the input means, one or more setting areas of the display area or items corresponding to the setting area, and the display area. Corresponding with reference to the processing content table that stores the processing content corresponding to the type of the displayed chart data and the processing content table according to the operation receiving means receiving the operation for the setting area. A chart data acquisition means for performing a process of acquiring the chart data to be performed, and the chart data display means for displaying new chart data obtained by the chart data acquisition means on the display means. It is a processing system.
The 29th invention is based on the number of subjects and the type of subjects based on the information regarding the graph displayed on the display means when the received selection operation and the selection operation are performed in the chart processing system of the 28th invention. The graph determination means for determining the display mode of the generated graph is provided with reference to the graph determination table storing the display mode of the graph based on the analysis target period, and the chart data acquired by the chart data acquisition means is the graph. A graph corresponding to the display mode determined by the determination means and a tabular book table corresponding to the graph.
It is a chart processing system characterized by.
The thirtieth invention includes an operation processing table for storing an operation type and a processing content corresponding to the operation type in the chart processing system of the 28th invention or the 29th invention, and the chart data acquisition means In the display area other than the setting area, in response to the operation receiving means receiving the operation corresponding to the operation type stored in the operation processing table, the processing content corresponding to the operation processing table is referred to. It is a chart processing system characterized by executing the above-mentioned and acquiring the chart data.
According to the thirty-first invention, in any of the chart processing systems from the twenty-eighth invention to the thirtieth invention, the type of the chart data is at least the first kind, and the second kind of the first kind. The chart data display means adds types, and the chart data display means uses the setting area corresponding to the first type and the setting area corresponding to the second type as tabs in the vertical direction and in the display area. It is a chart processing system characterized by displaying in the horizontal direction.
According to the thirty-second invention, in any of the chart processing systems from the 28th invention to the thirtieth invention, the type of the chart data is at least the first kind, and the second kind is the kind in the first kind. The chart data display means is characterized in that the setting areas corresponding to the types of chart data are arranged and displayed horizontally as tabs in the display area. It is a chart processing system.
The 33rd invention is in any of the chart processing systems from the 28th invention to the 32nd invention, in which the chart data display means displays a book and a graph corresponding to the book in the display area. The chart processing system is characterized in that, the chart data is arranged and displayed side by side, and the constituent elements constituting the book table and the graph corresponding to the constituent elements are associated with each other by a unified display color.
A thirty-fourth invention comprises a display orientation acquisition means for acquiring the orientation of the display means in the chart processing system of the 33rd invention, and the chart data display means corresponds to the orientation acquired by the display orientation acquisition means. The chart processing system is characterized in that the book table and the graph are arranged and displayed side by side in the vertical direction or the horizontal direction.
The 35th invention comprises an accumulated data storage means for storing financial data including settlement data of accounting processing in any of the chart processing systems from the 28th invention to the 34th invention, and the chart data acquisition means , The new chart using the financial data for executing the processing content corresponding to the setting area or its item extracted from the accumulated data storage means and the type of chart data displayed in the display area. It is a chart processing system characterized by generating data.
The thirty-sixth invention is a chart processing system that processes chart data of financial statements, and uses chart data including at least one of a graph of financial statements and a book format shown in a table format corresponding to the graph as a display means. A chart data display means to be displayed, an operation reception means for receiving an operation on a display area of the display means by an input means, an operation processing table for storing an operation type and a processing content corresponding to the operation type, and the operation reception. In response to the means receiving the operation corresponding to the operation type stored in the operation processing table, the operation processing table is referred to and the corresponding operation processing table is referred to based on the chart data displayed on the display means. The chart processing includes a chart data acquisition means for performing a process of acquiring chart data, and the chart data display means causes the display means to display new chart data obtained by the chart data acquisition means. It is a system.
A thirty-seventh invention is a touch panel that receives an operation on the display area by performing a touch operation on the display means in any of the chart processing systems from the 28th invention to the 36th invention. It is a chart processing system characterized by being.

In the 38th invention, a computer that displays chart data related to financial analysis generated by an accounting firm based on financial data including financial statements of the advisor's accounting process on a terminal screen and explains to the advisor is a consultant. Importance of memorizing at least one of the request of the adviser and the industry information of the adviser as to whether to prioritize the income statement or the balance sheet, the operation reception step that accepts the company information indicating the company information and the selection operation of the fiscal year. It is important to refer to the table and analyze the financial data for the fiscal year of the company information received in the operation acceptance step to determine whether to display the income statement or the balance sheet first. Bar graph, band graph, circle graph based on the degree judgment step, the subject to be displayed and its classification, and the selection of the analysis target period of whether to analyze single month, multiple months, current year, or multiple years. And, when the graph judgment step to judge the display mode of the graph including the line graph and the profit and loss statement by the importance judgment step, the profit and loss statement is obtained from the financial data of the current year which is the fiscal year of the received company information. In the current year consisting of the aggregated data generation step to generate the aggregated data of the main accounts including the constituent sales, purchases, expenses, sales expenses and general management expenses, and the aggregated data based on the aggregated data. Generates a profit and loss composition table, which is a book that is constructed and shown in a tabular format, and a profit and loss composition graph, which is a graph of the display mode determined by the graph determination step corresponding to the main account items constituting the profit and loss composition table. The screen of the profit and loss composition table to be displayed together with the profit and loss composition graph and, if necessary, the profit and loss composition graph based on the chart data generation step to be performed and the predetermined display position condition set for each advisor for each accounting office. The importance determination step includes the profit / loss composition graph and a chart data display step for displaying the profit / loss composition table as needed at the determined display position by determining the display position in the above. If the judgment analyzed with reference to is not possible, it is judged as an income statement when there is a balance of profit and loss items, and it is judged as a balance sheet when only balance items are used, and the aggregated data generation step is the above-mentioned important. Aggregation of major accounts including cash, accounts receivable, accounts receivable, and capital that make up the balance sheet from the financial data of the current year, which is the fiscal year of the received company information, when it is determined to be the balance sheet by the degree determination step. The data is generated, and the chart data generation step is performed before. Based on the aggregated data, the balance sheet, which is a table consisting of the main accounts for the current year and is shown in a tabular format, and the main accounts that make up the balance table are supported by the graph determination step. A loan composition graph which is a graph of the determined display mode is generated, and the chart data display step is based on the predetermined display position condition set for each advisor for each accounting office, and the loan composition graph and the loan composition graph. The display position on the screen of the balance composition table to be displayed together with the balance composition graph is determined as necessary, and the balance composition graph and the balance composition table are displayed at the determined display position, if necessary. This is a featured chart generation method.
The 39th invention is a program for operating a computer as any of the chart generation systems from the 1st invention to the 27th invention.
The 40th invention is a program for operating a computer as any of the chart processing systems from the 28th invention to the 37th invention.

According to the present invention, it is not necessary to properly create materials for accounting office teachers and staff to explain to advisors by using financial graph creation software and spreadsheet software, and complicated settings can be made directly on a terminal. Charts that can be easily displayed by simply selecting a company or fiscal year without having to do anything, and can be explained in an easy-to-understand manner by simply selecting a target item and without setting layout configurations, etc., even for items that have not been prepared. It is possible to provide a chart generation system and a program that can easily create (tables and graphs).
Further, according to the present invention, it is possible to provide a chart processing system and a program in which the operation and the display of the operation result are devised.

It is a figure which shows the functional block of the chart data processing apparatus which concerns on 1st Embodiment. It is a figure which shows the example of the importance table of the chart data processing apparatus which concerns on 1st Embodiment. It is a flowchart which shows the main processing in the chart data processing apparatus which concerns on 1st Embodiment. It is a flowchart which shows the initial processing in the chart data processing apparatus which concerns on 1st Embodiment. It is a figure which shows the example of the start screen in the chart data processing apparatus which concerns on 1st Embodiment. It is a figure which shows the example of the graph screen in the chart data processing apparatus which concerns on 1st Embodiment. It is a flowchart which shows the operation process in the chart data processing apparatus which concerns on 1st Embodiment. It is a flowchart which shows the operation process in the chart data processing apparatus which concerns on 1st Embodiment. It is a figure which shows the example of pop-up processing in the chart data processing apparatus which concerns on 1st Embodiment. It is a flowchart which shows the subject detail graph processing in the chart data processing apparatus which concerns on 1st Embodiment. It is a flowchart which shows the graph type switching process in the chart data processing apparatus which concerns on 1st Embodiment. It is a flowchart which shows the graph type switching process in the chart data processing apparatus which concerns on 1st Embodiment. It is a flowchart which shows the comparison graph processing in the chart data processing apparatus which concerns on 1st Embodiment. It is a flowchart which shows the prediction comparison graph processing in the chart data processing apparatus which concerns on 1st Embodiment. It is a figure which shows the functional block of the chart data processing apparatus which concerns on 2nd Embodiment. It is a figure which shows the example of the graph determination table of the chart data processing apparatus which concerns on 2nd Embodiment. It is a figure which shows the example of the graph determination table of the chart data processing apparatus which concerns on 2nd Embodiment. It is a flowchart which shows the initial processing in the chart data processing apparatus which concerns on 2nd Embodiment. It is a flowchart which shows the operation process in the chart data processing apparatus which concerns on 2nd Embodiment. It is a figure which shows the example of the graph screen in the chart data processing apparatus which concerns on 2nd Embodiment. It is a figure which shows the functional block of the chart data processing apparatus which concerns on 3rd Embodiment. It is a figure which shows the example of the tab processing table and the operation processing table of the chart data processing apparatus which concerns on 3rd Embodiment. It is a flowchart which shows the initial processing in the chart data processing apparatus which concerns on 3rd Embodiment. It is a figure which shows the example of the graph screen in the chart data processing apparatus which concerns on 3rd Embodiment. It is a flowchart which shows the operation process in the chart data processing apparatus which concerns on 3rd Embodiment. It is a figure which shows the functional block of the chart data processing apparatus which concerns on 4th Embodiment. It is a figure which shows the example of the operation processing table of the chart data processing apparatus which concerns on 4th Embodiment. It is a flowchart which shows the operation process in the chart data processing apparatus which concerns on 4th Embodiment. It is a figure which shows the example of the graph screen in the chart data processing apparatus which concerns on 4th Embodiment. It is a figure which shows the example of the graph screen in the chart data processing apparatus which concerns on 4th Embodiment.

Hereinafter, embodiments for carrying out the present invention will be described with reference to the drawings. It should be noted that this is only an example, and the technical scope of the present invention is not limited to this.
(First Embodiment)
<Configuration of chart data processing device 1>
FIG. 1 is a diagram showing a functional block of the chart data processing device 1 according to the first embodiment.
FIG. 2 is a diagram showing an example of the importance table 34 of the chart data processing device 1 according to the first embodiment.
The chart data processing device 1 (chart generation system, chart processing system) shown in FIG. 1 is a graph for explaining the financial situation to the consultant in an easy-to-understand manner based on the accounting files (financial data, budget data, etc.) related to the consultant. It is a device that generates and displays (chart data).

The chart data processing device 1 is, for example, a personal computer (PC) provided in an accounting office. Then, the adviser visits the accounting office, or the person in charge such as a certified public accountant or tax accountant who brought the PC of the accounting office visits the adviser, and the person in charge uses the chart data processing device 1. Then, the financial status of the adviser will be explained by presenting graphs and books (chart data) of financial statements. The financial statements are, for example, a balance sheet (BS) and an income statement (PL). In the following description, the person in charge of operating the chart data processing device 1 is referred to as a user.

The chart data processing device 1 includes a control unit 10, a storage unit 30, an input unit 38 (input means), and a display unit 39 (display means).
The control unit 10 is a CPU (central processing unit) that controls the entire chart data processing device 1. The control unit 10 appropriately reads and executes the OS (operating system) and the application program stored in the storage unit 30 to cooperate with the above-mentioned hardware and execute various functions.

The control unit 10 includes an operation reception unit 12 (operation reception means, reception means), an importance determination unit 13 (importance determination means), a data condition determination unit 14 (validity period determination means), and an aggregated data generation unit 15. (Aggregated data generation means), a chart data generation unit 18 (chart data generation means), a chart data display unit 20 (chart data display means), and an element display unit 21 (element display means) are provided.
The operation reception unit 12 receives an operation via the input unit 38.
Based on the company name of the adviser, the importance determination unit 13 refers to the importance table and determines the types of important financial statements that can provide added value to the adviser. Here, the type of financial statement refers to, for example, a balance sheet or an income statement. In addition, as the type of financial statements, for example, a trial balance, a cash flow statement, etc. may be included. Then, the importance determination unit 13 sets either the balance sheet or the income statement as an important type of financial statement based on information such as the type of business and requests (profit-oriented, growth-oriented, etc.) of the adviser. judge. In the examples, the balance sheet and the income statement are used for explanation, but other financial statements such as the trial balance and the cash flow statement may be used.
The data condition determination unit 14 determines the conditions for generating the aggregated data.

The aggregated data generation unit 15 uses the financial data and the budget data to generate aggregated data for generating chart data. The aggregated data generation unit 15 includes a ratio data generation unit 16 (ratio data generation means).
The ratio data generation unit 16 uses the financial data and the budget data to generate ratio data for generating chart data related to the ratio.
The chart data generation unit 18 generates graphs and books based on the aggregated data.
The chart data display unit 20 causes the display unit 39 to display a graph screen 40 on which the graph acquired by the chart data generation unit 18 is arranged.
The element display unit 21 displays a pop-up (display element) in response to the selection operation received by the operation reception unit 12.
The details of each of the above-mentioned functions will be described later.

The storage unit 30 is a storage area for a hard disk, a semiconductor memory element, or the like for storing programs, data, and the like necessary for the control unit 10 to execute various processes.
The storage unit 30 includes a program storage unit 31, an accounting file DB (database) 32 (accumulated data storage means), a display content storage unit 33, and an importance table 34.
The program storage unit 31 stores the processing program 31a and the browser 31b.
The processing program 31a is an application program for executing various functions performed by the control unit 10 described above.
The browser 31b is used when displaying the processing result by the processing program 31a on the display unit 39. In the embodiment, the browser 31b is used for explanation, but a dedicated viewer may be used or a function of the processing program 31a may be used.

The accounting file DB 32 is a DB that stores an accounting file that is original data for creating a graph. The accounting file DB 32 stores, for example, a plurality of accounting files, which is one file for each adviser and each year, which is instructed by the accounting office that uses the chart data processing device 1.
The display content storage unit 33 is a temporary storage area for storing information (graph type, target period, etc.) related to the graph displayed on the display unit 39.

The importance table 34 is, for example, a table owned by each accounting office, and is a table customized (changed) according to the circumstances of the accounting office and the adviser instructed by the accounting office.
Of course, in addition to the case where each accounting office has a separate table, when servicing many accounting offices through the public cloud, etc., the financial statements that are common to all accounting offices and are optimal and frequently used for each industry. Various tables and analysis materials may be set.
The importance table 34 is used when generating an initial screen (described later). The importance table 34 is a table in which industry information and advisor situation information are stored in association with one of the balance sheet and the income statement and the type of financial statements showing one of them.
For the type of financial statements in the importance table 34, analytical materials other than the balance sheet and income statement may be set.

FIG. 2 shows an example of the importance table 34. Here, the industry information is information about the industry, for example, the real estate industry, the restaurant industry, and the like. In addition, the adviser situation information is an item for reflecting the know-how because, for example, the required financial statements differ depending on the management style and management situation of the adviser, even in the same industry.
The importance table 34 indicates, for example, in the real estate industry that an accounting firm using the importance table 34 generally displays the income statement first in order to analyze the balance. By doing so, the accounting firm can first explain about earnings. However, this importance table 34 shows that even in the case of the real estate industry, companies A and X display the balance sheet first. This is because Company A and Company X have a situation in which they are focusing on asset management, etc., and this situation is reflected. For example, a profit and loss statement is set for an adviser who mainly buys rent income in the same real estate without purchasing a new real estate in the real estate industry, and a loan is made for an adviser who actively buys and sells real estate. This is the case when you want to analyze mainly asset management in a comparison table or the like.

Returning to FIG. 1, the input unit 38 is an input device such as a mouse. The input unit 38 may also be a keyboard or the like.
The display unit 39 is a display device composed of an LCD (liquid crystal display) or the like.
The computer is an information processing device provided with a control unit, a storage device, and the like, and the chart data processing device 1 is an information processing device provided with a control unit 10, a storage unit, and the like, and is included in the concept of a computer. Is done.

The chart data processing device 1 has been described as being composed of a PC in FIG. 1, but this is an example. For example, the control unit 10 and the storage unit 30 of the chart data processing device 1 may be provided in the server, and the input unit 38 and the display unit 39 may be provided in the terminal communicably connected to the server.
Further, the chart data processing device 1 may be not in the accounting office but in the consulting company, in the company providing services such as business consignment, or in the cloud service.
Further, in addition, the chart data processing device 1 may be composed of only a server or a plurality of servers, and may be a server of an accounting office, or may store accounting files of a plurality of companies (employees). It may be an IDC (Internet Data Center) server that provides a service to manage the data.

Further, the chart data processing device 1 may be a virtual machine or a cloud whose substance is virtualized.
Furthermore, when the head office or the like of a company manages financial management for each department or each branch (employee) or the like, the chart data processing device 1 may be a server in the company.
The chart data processing device 1 may be a dedicated device for displaying a graph, or the accounting processing device that performs accounting processing is a function of the chart data processing device 1 as one of various functions. May have.

<Processing of chart data processing device 1>
Next, the processing by the chart data processing device 1 will be described.
FIG. 3 is a flowchart showing the main processing in the chart data processing device 1 according to the first embodiment.
FIG. 4 is a flowchart showing the initial processing in the chart data processing device 1 according to the first embodiment.
FIG. 5 is a diagram showing an example of a start-up screen 90 in the chart data processing device 1 according to the first embodiment.
FIG. 6 is a diagram showing an example of a graph screen 40 in the chart data processing device 1 according to the first embodiment.
The main process of FIG. 3 is performed by executing the process program 31a.
In step S (hereinafter, simply referred to as “S”) 1 of FIG. 3, the control unit 10 of the chart data processing device 1 performs initial processing.

<Initial processing>
Here, the initial processing of S1 in FIG. 3 will be described with reference to FIG.
In S10 of FIG. 4, the control unit 10 causes the display unit 39 to display an activation screen 90 for designating an advisor and a year for which the graph is to be generated. Here, an example of the startup screen 90 is shown in FIG. The startup screen 90 is a screen that allows the company name (company information, advisor information) and the fiscal year to be specified. The control unit 10 performs a process of displaying the display on the display unit 39 via the browser 31b, but the description thereof will be omitted in the subsequent processes.

When the user specifies the company name and the fiscal year from the startup screen 90 and selects the "OK" button, in S11 of FIG. 4, the control unit 10 (operation reception unit 12) is the company. Accepts first name and fiscal year.
In S12, the control unit 10 (importance determination unit 13) determines the type of financial statements to be displayed first based on the type of business of the adviser of the accepted company name. Specifically, the control unit 10 identifies the type of business of the adviser from the received company name. Next, the control unit 10 refers to the importance table 34 and determines the type of the corresponding financial statement based on the industry information and the adviser situation information. In the example shown in FIG. 5, since the company name is "Company A", the control unit 10 refers to the importance table 34 (FIG. 2), the industry information is "real estate industry", and the advisor's circumstances information The type of financial statement corresponding to "Company A" determines "balance sheet" as the type of financial statement to be output.

Here, if the industry of the accepted company name is not in the importance table 34, the control unit 10 (importance determination unit 13) refers to the accounting file of the adviser, and the balance of the profit / loss item (account item). If there is, it may be determined as an income statement, and when only the balance sheet (account) is used, it may be determined as a balance sheet. Further, the control unit 10 may refer to the importance table 34 and determine the "balance sheet" whose industry information is "other" as the type of financial statements to be output. In addition, when adding a new adviser by accumulating the adviser situation information for each type of business information, the type of financial statements can be selected based on the information of existing advisers who have the same or similar business type and business content. It may be set.

In S13, the control unit 10 (aggregate data generation unit 15) extracts the accounting file of the adviser indicated by the company name received from the accounting file DB 32. Here, the accounting file to be extracted is the accounting file of the received fiscal year. In the example shown in FIG. 5, since the fiscal year is "2015", the control unit 10 extracts the accounting file of "Company A" for 2015. Then, the control unit 10 uses the financial data constituting the extracted accounting file to generate aggregated data for generating financial statements.
Here, the financial data is data related to accounting, and is data generated based on journal data created when a transaction occurs. Therefore, the financial data includes balance data that is not in the journal data.
In addition, the aggregated data is the data of major accounts. The main account item is, for example, the graph determination A table 235a of FIG. 16A, which will be described later, using the major classification code, the middle classification code, the minor classification code, the fine classification code, etc. among the account codes of JISX0406. It means the one specified in the item of "book".

In S14, the control unit 10 (chart data generation unit 18) generates chart data of the type of financial statements determined based on the aggregated data. Here, the chart data refers to data including at least one of a graph and a book. In addition, the chart data will be graphs and books composed of main accounts. In the example shown in FIG. 5 in which the receiving company is company A, the control unit 10 generates a graph and a book of the balance sheet of company A in FY2015. Each item (account) of the chart data is a main account.

In S15, the control unit 10 (chart data display unit 20) causes the display unit 39 to display the graph screen 40 including the generated chart data as an initial screen. FIG. 6 shows an example of the graph screen 40. In the graph screen 40, the graph area 43b is arranged on the left side of the screen and the book table area 43a is arranged on the right side of the screen in the display area 41 to display the graph and the (numerical value) table. The control unit 10 may display only the graph area 43b in the display area 41. Further, the control unit 10 may set the display positions of the graph area 43b and the book table area 43a upside down or upside down. Then, these display positions may be set for each advisor for each accounting firm. By doing so, each accounting firm can explain to the adviser by using the graph and the book table displayed at the display position that is easy to explain to the adviser.

Further, the control unit 10 makes the color shown at the left end of the subject in the book table area 43a and the color of the subject in the graph area 43b corresponding to the subject the same color. By showing in this way, the correspondence between the graph and the book can be shown in an easy-to-understand manner.
When displaying the subject details described later, the color of each subject lower than the color of the subject may be displayed in gradation. The display in such colors can clearly show that the upper classifications of the subjects are the same.

Further, on the graph screen 40, the financial statement type display area 43c, the graph type display area 43d, and the period comparison display area 43e are arranged in the display area 41. In the example of FIG. 6, it is the “balance sheet” selected in the financial statement type display area 43c, the “composition” selected in the graph type display area 43d, and is selected in the period comparison display area 43e. Indicates that the graphs and books that are in the "current period" are displayed. Then, when the user performs a selection operation on each of the financial statement type display area 43c, the graph type display area 43d, and the period comparison display area 43e, the control unit 10 selects the chart data corresponding to the selected portion. It can be displayed. The details of some of these processes will be described later.
After that, the control unit 10 finishes this initial process and shifts the process to FIG.

Returning to FIG. 3, in S2, the control unit 10 (operation reception unit 12) determines whether or not the selection operation for the display area 41 has been accepted. When the selection operation is accepted (S2: YES), the control unit 10 shifts the process to S3. On the other hand, when the selection operation is not accepted (S2: NO), the control unit 10 shifts the process to S4.
In S3, the control unit 10 performs an operation process. The operation process will be described later.
In S4, the control unit 10 determines whether or not to terminate the processing program 31a. For example, when the button (not shown) for terminating the processing program 31a is accepted, the control unit 10 determines that the processing program 31a is terminated. When terminating the processing program 31a (S4: YES), the control unit 10 terminates the processing program 31a and ends the main processing. On the other hand, when the processing program 31a is not terminated (S4: NO), the control unit 10 shifts the processing to S2, accepts operations on the display area one after another, and switches the display of the graph or the book table.

<Operation processing>
Next, the operation process will be described.
7 and 8 are flowcharts showing operation processing in the chart data processing device 1 according to the first embodiment.
FIG. 9 is a diagram showing an example of pop-up processing in the chart data processing device 1 according to the first embodiment.
In S20 of FIG. 7, the control unit 10 (operation reception unit 12) determines whether or not the received operation is a selection operation for a subject. The selection operation for a subject may be an operation of selecting an area of each subject of the graph displayed on the graph screen 40, or an operation of selecting an area of each subject displayed in the book table. May be good. In the case of the selection operation for the subject (S20: YES), the control unit 10 shifts the process to S21. On the other hand, when it is not a selection operation for a subject (S20: NO), the control unit 10 shifts the process to S26 in FIG.

In S21, the control unit 10 (element display unit 21) displays the pop-up 46 for the selected subject on the graph screen 40. An example of the graph screen 40 in which the pop-up 46 is displayed is shown in FIG.
The graph screen 40 shown in FIG. 9 is a screen in the graph screen 40 shown in FIG. 6 when the area 47a of the item showing the current assets of the graph is selected by the arrow 47b. Here, the selected area 47a, the pop-up 46, and the item 47c indicating the numerical value of the book corresponding to the area 47a are shown in the same color. By doing so, it can be clearly shown that the pop-up 46, the area 47a, and the item 47c are associated with each other.

Further, the pop-up 46 displays the numerical value of the item indicating the current assets of the graph in units of 1 yen as information on the selected item. Therefore, by performing the selection operation, the detailed numerical value can be known from the displayed pop-up 46.
The pop-up 46 further includes a "breakdown" button 46a and a "year switching" button 46b. The explanation of these buttons 46a and 46b will be described later.
The pop-up 46 is not limited to the example shown in FIG. 9, and various display forms can be considered. For example, although the position of the pop-up 46 is shown on the left side of the area 47a of the selected graph, it may be displayed at a fixed position at the top or may be displayed integrally with the area 47a.
Further, by adding an "enlarge" button to the pop-up 46 and selecting the button, the subject name and the numerical value displayed in the graph area 43b may be enlarged and displayed.

Returning to FIG. 7, in S22, the control unit 10 (operation reception unit 12) determines whether or not it is a detailed graph request by accepting the selection operation of the "breakdown" button 46a displayed on the pop-up 46. .. In the case of a detail graph request (S22: YES), the control unit 10 shifts the process to S23. On the other hand, when it is not a detailed graph request (S22: NO), the control unit 10 shifts the processing to S24.
In S23, the control unit 10 performs subject detail graph processing described later. After that, the control unit 10 ends this operation process and shifts the process to FIG.

In S24, the control unit 10 (operation reception unit 12) determines whether or not the selection of the year switching has been accepted by accepting the selection operation of the "year switching" button 46b displayed on the pop-up 46. When the year switching selection is accepted, in addition to the selection operation of the "year switching" button 46b described above, the operation of selecting the item (display area 41) of the fiscal year of the graph or book shown on the graph screen 40. It may be. When the selection of year switching is accepted (S24: YES), the control unit 10 shifts the process to S25. On the other hand, when the selection of year switching is not accepted (S24: NO), after the pop-up 46 is displayed, the selected subject is not processed, so that the control unit 10 performs this operation processing. Is finished, and the process is moved to FIG.
In S25, the control unit 10 performs a graph type switching process described later. After that, the control unit 10 ends this operation process and shifts the process to FIG.

In S26 of FIG. 8, the control unit 10 (operation reception unit 12) determines whether or not the received operation is a selection operation (selection operation related to the target period) for period comparison (comparison in previous years). The period comparison selection operation is, for example, an operation of selecting any item including the “period comparison” from the period comparison display area 43e shown on the graph screen 40. In the case of the period comparison selection operation (S26: YES), the control unit 10 shifts the process to S28. On the other hand, when it is not the period comparison selection operation (S26: NO), the control unit 10 shifts the process to S27.
In S27, the control unit 10 performs processing corresponding to the selected item. This is a case where, for example, a selection operation of each item of the financial statement type display area 43c or the graph type display area 43d is accepted. For example, in the case of a selection operation for each item in the graph type display area 43d (selection operation related to the graph type), the control unit 10 generates chart data corresponding to the graph type to generate the display of the display unit 39. Performs the process of switching to the chart data. At that time, the control unit 10 may perform the same processing as the graph type processing (see FIGS. 11 and 12) described later. After that, the control unit 10 ends this operation process and shifts the process to FIG.

On the other hand, in S28, the control unit 10 (operation reception unit 12) determines whether or not the received operation is a future prediction (future prediction comparison) selection operation. The future prediction selection operation is, for example, the “current period” (current year) that is accepted by the operation of selecting one item in the period comparison display area 43e shown on the graph screen 40, and is displayed thereafter. This is the case when "Future prediction" is selected on the instruction screen (not shown). There are at least two instruction screens, "future forecast" and "current status display". If it is "current status display", the control unit 10 displays only those with financial data as chart data. become. In the case of the future prediction selection operation (S28: YES), the control unit 10 shifts the process to S30. On the other hand, if it is not a future prediction selection operation (S28: NO), the control unit 10 shifts the process to S29.
In S29, the control unit 10 performs a comparison graph process described later. After that, the control unit 10 ends this operation process and shifts the process to FIG.
In S30, the control unit 10 performs a prediction comparison graph process described later. After that, the control unit 10 ends this operation process and shifts the process to FIG.

<Course detail graph processing>
Next, the subject detail graph processing will be described.
FIG. 10 is a flowchart showing the subject detail graph processing in the chart data processing device 1 according to the first embodiment.
In S40, the control unit 10 (data condition determination unit 14) refers to the financial data stored in the accounting file DB 32, and in the financial data of the fiscal year of the selected financial statements, the data regarding the selected subject is not yet available. It is determined whether or not there is an occurrence period (the second condition or the fifth condition described in the means for solving the problem is satisfied). When there is a data non-occurrence period (S40: YES), the control unit 10 shifts the process to S41. On the other hand, when there is no data non-occurrence period (S40: NO), the control unit 10 shifts the processing to S42.
Here, when there is a data non-occurrence period, if the financial statements are income statements, the selected item is a profit and loss item, so the balance of the profit and loss item is 0 and the transaction non-occurrence period. When there is (second condition). Further, if the financial statements are on the balance sheet, the selected item is a balance sheet, so that the balance sheet is 0 and there is a period in which no transaction has occurred (fifth condition).

In S41, the control unit 10 (aggregated data generation unit 15) is based on the financial data, and the aggregated data for each subject (lower) of the finer classification of the selected subject classification excluding the non-occurrence period of the current year. To generate. Here, if the classification of the selected subject is a major classification, the control unit 10 generates aggregated data for each subject of the middle classification of the subject. Further, if the classification of the selected subject is a middle classification, the control unit 10 generates aggregated data for each subject of the minor classification of the subject. After that, the control unit 10 shifts the processing to S43.
On the other hand, in S42, the control unit 10 (aggregated data generation unit 15) generates aggregated data for each subject of the finer classification of the selected subject classification of the current year.
For example, in the example of FIG. 9, “current assets” is selected and this subject is classified into major categories, so that the control unit 10 controls each subject in the middle category (for example, below the major category). Generate aggregated data (current assets, inventories and other current assets).

In S43, the control unit 10 (chart data generation unit 18) generates chart data using the generated aggregated data. The chart data generated here are a subject schedule and a subject schedule graph.
In S44, the control unit 10 (chart data display unit 20) switches from the previously displayed chart data to the generated chart data and causes the display unit 39 to display the data. After that, the control unit 10 ends the subject detail graph processing, and shifts the processing to FIG. 7.
In this embodiment, the non-occurrence period is excluded at the aggregation stage, but the non-occurrence period may be included in the aggregation, and the non-occurrence period may be excluded at the display stage of the graph or the like. In addition, the subject development may be performed by drilling down.

In the past, when it was necessary to explain the breakdown of subjects in even more detail, it was necessary to take the time to research and pick up the subjects to be explained in advance, and to create a graph showing the relevance. It was necessary to specify subjects and set book table selection, etc., and considering a layout structure that was easy to see, it was necessary to perform processing work such as using spreadsheet software for the output book table and financial graph. However, in the process described above, the user can perform a simple operation, for example, by selecting the button 46a (see FIG. 9) of the "breakdown" of the subject.
In addition, if there is a data non-occurrence period, aggregated data excluding the non-occurrence period is generated. By doing so, the processing can be performed efficiently, and the displayed chart data can be, for example, excluding an unnecessary period in which the transaction does not fluctuate.

<Graph type switching process>
Next, the graph type switching process will be described.
11 and 12 are flowcharts showing graph type switching processing in the chart data processing device 1 according to the first embodiment.
In S50 of FIG. 11, the control unit 10 determines the graph type to be generated by the graph type determination process. This is a process of determining which graph type is most suitable for display based on the selected subject and the fiscal year selected by the year switching. The fiscal year can be selected, for example, by selecting an item of the fiscal year of the graph or book shown on the graph screen 40. In addition, for example, in the case of the selection operation of the "year switching" button 46b displayed on the pop-up 46, it can be performed on the fiscal year selection screen (not shown) displayed thereafter. Then, the graph type determination process by the control unit 10 may be performed using data (not shown) based on the empirical rule stored in the storage unit 30.

In S51, the control unit 10 determines whether or not the determined graph type is a transition graph. In the case of a transition graph (S51: YES), the control unit 10 shifts the process to S52. On the other hand, when it is not a transition graph (S51: NO), the control unit 10 shifts the processing to S60 in FIG.
In S52, the control unit 10 (data condition determination unit 14) refers to the financial data stored in the accounting file DB 32, and in the financial data of the fiscal year of the selected financial statements, the data regarding the selected subject is not yet available. Determine if there is a period of occurrence. When there is a data non-occurrence period (S52: YES), the control unit 10 shifts the process to S53. On the other hand, when there is no data non-occurrence period (S52: NO), the control unit 10 shifts the processing to S54.

In S53, the control unit 10 (aggregated data generation unit 15) generates aggregated data. The control unit 10 may perform this aggregated data generation by, for example, re-aggregating monthly from the financial data of the designated period of the past year including the fiscal year and the previous year. Further, the control unit 10 may perform this aggregation data generation by re-aggregating every month from the budget data of the next fiscal year and thereafter including the unexpired months of the fiscal year. After that, the control unit 10 shifts the processing to S55.
On the other hand, in S54, the control unit 10 (aggregated data generation unit 15) advances to the month when the subject changes and generates aggregated data. The control unit 10 may perform this aggregated data generation by, for example, re-aggregating monthly from the financial data of the designated period of the past year including the fiscal year and the previous year. Further, the control unit 10 may perform this aggregation data generation by re-aggregating every month from the budget data of the next fiscal year and thereafter including the unexpired months of the fiscal year. If the month in which the subject changes is not found, the control unit 10 may perform the recounting from the financial data every month in the period specified by the user.

In S55, the control unit 10 (chart data generation unit 18) generates chart data using the generated aggregated data. The chart data generated here are a transition table and a transition graph.
In S56, the control unit 10 (chart data display unit 20) switches from the previously displayed chart data to the generated chart data and causes the display unit 39 to display the data. After that, the control unit 10 ends this graph type switching process, and shifts the process to FIG. 7.

In S60 of FIG. 12, the control unit 10 determines whether or not the determined graph type is a ratio graph. In the case of the ratio graph (S60: YES), the control unit 10 shifts the processing to S62. On the other hand, when it is not a ratio graph (S60: NO), the control unit 10 shifts the processing to S61.
In S61, the control unit 10 (chart data display unit 20) causes the display unit 39 to display the chart data stored in the display content storage unit 33 of the storage unit 30. Since the determined graph type is a configuration graph, the control unit 10 may display the chart data first created in the initial processing (FIG. 3). After that, the control unit 10 ends this graph type switching process, and shifts the process to FIG. 7.

In S62, the control unit 10 (data condition determination unit 14) refers to the financial data stored in the accounting file DB 32, and in the financial data of the fiscal year of the selected financial statements, the data regarding the selected subject is not yet available. Determine if there is a period of occurrence. When there is a data non-occurrence period (S62: YES), the control unit 10 shifts the process to S63. On the other hand, when there is no data non-occurrence period (S62: NO), the control unit 10 shifts the processing to S64.
In S63, the control unit 10 (ratio data generation unit 16) generates ratio data. The control unit 10 may generate the ratio data based on the fiscal year for the subject from the financial data including the fiscal year and the previous year, for example. Further, the control unit 10 may generate the ratio data based on the fiscal year for the subject from the budget data of the next fiscal year and thereafter including the unexpired month of the fiscal year. After that, the control unit 10 shifts the processing to S65.

On the other hand, in S64, the control unit 10 (ratio data generation unit 16) advances to the month when the subject changes and generates the ratio data. The control unit 10 may generate the ratio data based on the fiscal year for the subject from the financial data including the fiscal year and the previous year, for example. Further, the control unit 10 may generate the ratio data based on the fiscal year for the subject from the budget data of the next fiscal year and thereafter including the unexpired month of the fiscal year. If the month in which the subject changes is not found, the control unit 10 may perform the subject from the financial data in the period specified by the user based on the fiscal year.
In S65, the control unit 10 (chart data generation unit 18) generates chart data using the generated ratio data. The chart data generated here are a ratio table and a ratio graph.
In S66, the control unit 10 (chart data display unit 20) switches from the previously displayed chart data to the generated chart data and causes the display unit 39 to display the data. After that, the control unit 10 ends this graph type switching process, and shifts the process to FIG. 7.

In this way, the control unit 10 refers to the storage unit 30 and determines the optimum graph type for display in the subject in response to the acceptance of the year switching selection in the state where the subject is selected. be able to. Then, when the determined chart data is generated, the control unit 10 generates the chart data using the financial data excluding the period if the financial data has an unoccurred period. Therefore, it is possible to generate chart data in which necessary information is displayed.

<Comparison graph processing>
Next, the comparison graph processing will be described.
FIG. 13 is a flowchart showing a comparative graph processing in the chart data processing device 1 according to the first embodiment.
If the period comparison selection operation in FIG. 8 (S26) is YES and the future prediction selection operation (S28) is NO, the process is transferred to the comparison graph process (FIG. 13).
In S70 of FIG. 13, the control unit 10 (data condition determination unit 14) refers to the financial data stored in the accounting file DB 32 and has all the financial data to be processed (means for solving the problem). It is determined whether or not the first condition or the fourth condition described in the above is satisfied). When the financial data to be processed is available (S70: YES), the control unit 10 shifts the processing to S71. On the other hand, when the financial data to be processed is not available (S70: NO), the control unit 10 shifts the processing to S73.
Here, the case where the financial data to be processed is complete means that if the financial statements are income statements, the financial data of the previous year of the fiscal year exists and the balance of the profit and loss items has changed (No. 1). 1 condition). If the financial statements are on the balance sheet, it means that the financial data of the previous year of the fiscal year exists and the balance sheet has changed (fourth condition).

In S71, the control unit 10 (aggregated data generation unit 15) generates aggregated data by re-aggregating the financial data of the fiscal year and the previous year.
In S72, the control unit 10 (chart data generation unit 18) generates chart data using the generated aggregated data. The chart data generated here are a comparison table and a comparison graph for the two-period comparison. After that, the control unit 10 shifts the processing to S75.

On the other hand, in S73, the control unit 10 (aggregated data generation unit 15) traces back the financial data until the financial data of the previous year exists in the designated period from the previous year and the financial data of the previous year in which the subject changes is found. Then, the control unit 10 generates aggregated data obtained by re-aggregating the financial data for the period from the retroactive year (the year in which the financial data of the previous year was found) to the fiscal year (aggregation designated period). Here, the designated period means a period corresponding to the item accepted in the operation selection of the period comparison. For example, if the selected period comparison is "5 periods", the designated period is the past 5 years including the current year. Become.
In addition to the above display of the designated period, if the financial data of the previous year whose subject changes is found by going back to the financial data of the previous year, it may be displayed in the aggregate designated period (continuous period display) or changed. You may extract and display only a certain year (display for discontinuous period). If it is not found, it may be displayed for a specified period.
In S74, the control unit 10 (chart data generation unit 18) generates chart data using the generated aggregated data. The chart data generated here is a comparison table and a comparison graph for n-period comparison (where n is an integer of 3 or more).
In S75, the control unit 10 (chart data display unit 20) switches to the chart data generated from the chart data that has been displayed so far, and causes the display unit 39 to display the data. After that, the control unit 10 ends this comparison graph processing and shifts the processing to FIG.

In the past, it was necessary to set the period you want to compare, spreadsheet selection, etc., and to compare within the specified period (past 5 years), to compare every 2 years or to compare the current year and 3 years ago Considering an easy-to-read layout configuration, it was necessary to further process the output books and financial graphs using spreadsheet software.
Therefore, when comparing the past years, the control unit 10 can perform the comparison display with the most important year by the above-mentioned processing.
More specifically, it is usually important to compare the fiscal year with the previous year. Therefore, when there is financial data of the previous year, the control unit 10 generates and displays a comparison graph and a comparison table between the fiscal year and the previous year. On the other hand, when there is no financial data of the previous year, the control unit 10 goes back to the place where there is financial data of the previous year, generates and displays a comparison graph and a comparison table between the fiscal year and the period up to the found previous year. .. In this way, the control unit 10 can display more important chart data by changing the comparison target of the generated comparison graph depending on whether or not the financial data to be processed is available.
In this way, the period comparison is based on the period selected by the user, such as "3rd period" or "5th period", as well as the past years, etc., in which there was a particular change in the subject of interest compared to the current period (current year). It is also possible to compare periods that are automatically set to include important years.

<Forecast comparison graph processing>
Next, the prediction comparison graph processing will be described.
FIG. 14 is a flowchart showing the prediction comparison graph processing in the chart data processing device 1 according to the first embodiment.
In S80, the control unit 10 (data condition determination unit 14) refers to the financial data stored in the accounting file DB 32, and has all the forecast data to be processed (described in the means for solving the problem). Whether or not the third condition or the sixth condition is satisfied) is determined. When the prediction data to be processed is available (S80: YES), the control unit 10 shifts the processing to S81. On the other hand, when the prediction data to be processed is not available (S80: NO), the control unit 10 shifts the processing to S82.
Here, when the forecast data to be processed is complete, if the financial statements are income statements, the forecast data after the unexpired month of the fiscal year exists, and the balance of the profit and loss items changes. If there is (third condition). If the financial statements are on the balance sheet, it means that there is forecast data for the unexpired month of the fiscal year and the balance sheet has changed (6th condition).

In S81, the control unit 10 (aggregated data generation unit 15) generates aggregated data by re-aggregating the financial data and the forecasted data from the fiscal year to the month in which the forecasted data is present. After that, the control unit 10 shifts the processing to S83.
On the other hand, in S82, the control unit 10 (aggregated data generation unit 15) advances to the month with the forecast data and generates aggregated data obtained by re-aggregating the financial data and the forecast data from the fiscal year to the month with the forecast data. To do.
In S83, the control unit 10 (chart data generation unit 18) generates chart data using the generated aggregated data. The chart data generated here is a comparison table and a comparison graph for the period from the beginning of the fiscal year to the month when the forecast data is available.
In S84, the control unit 10 (chart data display unit 20) switches from the previously displayed chart data to the generated chart data and causes the display unit 39 to display the data. After that, the control unit 10 ends the prediction comparison graph processing, and shifts the processing to FIG.

According to the forecast comparison graph processing described above, when performing a future forecast comparison, the control unit 10 searches for a month having forecast data after the latest unexpired month to be processed, and the fiscal year and the unexpired month. Monthly comparison transition tables and comparison graphs up to that point can be generated and displayed. Therefore, it is possible to display chart data on forecasts that are useful to the adviser.

As described above, according to the chart data processing device 1 of the first embodiment, there are the following effects.
(1) Simply select the company name and fiscal year from the startup screen 90 to determine which financial statement, the income statement or the balance sheet, is more important to the adviser, and the corresponding adviser. Generate and display the types of financial statements that are determined to be important based on your accounting file. Therefore, as an initial screen, important financial statements can be displayed for each adviser with a simple operation.
(2) The aggregated data and ratio data used when generating chart data are recalculated according to the data conditions of the financial data and budget data that are the source data. As a result, it is possible to generate chart data only with necessary data without processing with unnecessary data.

(Second Embodiment)
In the second embodiment, the one in consideration of the display mode of the graph will be described. In the following description, the same reference numerals or the same reference numerals will be added to the parts that perform the same functions as those in the first embodiment described above, and duplicate description will be omitted as appropriate.

<Configuration of chart data processing device 201>
FIG. 15 is a diagram showing a functional block of the chart data processing device 201 according to the second embodiment.
FIG. 16 (FIGS. 16A and 16B) is a diagram showing a graph determination table 235 of the chart data processing device 201 according to the second embodiment.
As shown in FIG. 15, the chart data processing device 201 includes a control unit 210, a storage unit 230, an input unit 38, and a display unit 39.

The control unit 210 includes an operation reception unit 12, an importance determination unit 13, a data condition determination unit 14, an aggregate data generation unit 15, a graph determination unit 217 (graph determination means), a chart data generation unit 218, and the like. A chart data display unit 20 and an element display unit 21 are provided.
The graph determination unit 217 determines the type and display mode of the graph to be generated based on the selection operation received by the operation reception unit 12 and the type and target period of the displayed chart data.
The chart data generation unit 218 generates graphs and books of graph types and display modes determined by the graph determination unit 217 based on the aggregated data.

The storage unit 230 includes a program storage unit 231, an accounting file DB 32, a display content storage unit 33, an importance table 34, and a graph determination table 235.
The program storage unit 231 stores the processing program 231a and the browser 31b.
The processing program 231a is an application program for executing various functions performed by the control unit 210 described above.

The graph determination table 235 is a table in which the types of graphs and the display modes according to the conditions are associated with each other. Here, the conditions refer to the number of subjects, the types of subjects, and the analysis target period. The graph determination table 235 includes, for example, a graph determination A table 235a and a graph determination B table 235b, as shown in FIG.

The graph judgment A table 235a shown in FIG. 16 (A) shows "subject name", "classification", "subject type", "borrowing", "parent subject", "book", "priority display", and "single month". Alternatively, it is a table consisting of "single year (occurrence, balance)", "multiple months or multiple years (occurrence, balance)", etc., and is used when an initial screen is generated based on the information input to the startup screen 90.
"Course name", "Classification", "Course type", "Lending and borrowing", "Parent subject", and "Book" are specified in the account of JIS X0406. Taking cash as an example, "Course name" is cash, "Category" is a subclass, "Course type" is a loan item, "Loan" is a debit item, and "Parent item" is a classification above cash ( Cash and deposits are shown in (sub-category), and are used when determining "subject relevance" in the graph determination B table 235b of FIG. 16 (B), which will be described later, or when expanding to the subject details. The "book" is displayed as the main account on the balance sheet if the book it is listed on is a balance sheet. "Priority display" sets whether to preferentially display the amount of money generated or the balance of the amount in a month or year for each account. "Monthly or single year (occurrence, balance)" and "multiple months or multiple years (occurrence, balance)" are important financial statements (balance sheet, income statement, etc.) determined by the importance determination unit 13. The first graph type and display mode based on the type of the above and the graph type and display mode for each account at the time of subsequent item selection are described. Specifically, "bar graph (composition)" means that the composition graph is displayed as a bar graph, and "line graph (transition)" means that the transition graph is displayed as a bar graph, and "pie chart (ratio)". "" Indicates that the ratio graph is displayed as a pie chart. Furthermore, the graph type and display mode are determined by appropriately combining the "book" with "single month or single year (occurrence, balance)" or "multiple months or multiple years (occurrence, balance)". Specifically, when the "book" is a "balance sheet" and the "single month or single year (balance)" is a "bar graph (composition)", the balance composition graph (single month or single year) occurs. ) Is displayed as a bar graph. The same applies to the income statement.

The graph determination B table 235b shown in FIG. 16B shows “single year or multiple consecutive years or multiple discontinuous years”, “single month or multiple consecutive months or multiple discontinuous months”, “period”, “month”, A table consisting of "continuous year flag", "continuous month flag", "single subject or multiple subjects", "subject relevance", "aggregated data", "generated graph", "generated graph (user)", etc. (each) The description of the items will be described later), and the chart data that cannot be set in the graph judgment A table 235a, such as when multiple subjects are selected or when both the occurrence and balance are displayed, are switched and displayed according to the subsequent user operation. Used for occasions.
Here, as the types of graphs determined by the graph determination table 235, there are a composition graph, a transition graph, a ratio graph, and the like. In addition, the display mode of the graph determined by the graph determination table 235 (“single month or single year (occurrence, balance)”, “multiple months or multiple years (occurrence, balance)”, “generated graph” and “generated graph (user)”. ) ”) Includes bar graphs, band graphs, pie graphs, line graphs (including line graphs), and the like. In this example, since multiple subjects are selected, bar graphs and the like that are more suitable than pie charts are preferentially created for multiple months or multiple years. This is because pie charts are useful for displaying the breakdown of multiple subjects in a single month or a single year, but in multiple months, multiple pie charts must be displayed side by side, making it difficult to see. This is because it is lacking. In the case of sub-classification such as cash, since there is no classification below this, it is difficult to see even if it is displayed in a pie chart in a single month or a single year, so it is displayed in a bar graph.

<Processing of chart data processing device 201>
Next, the processing by the chart data processing device 201 will be described.
FIG. 17 is a flowchart showing the initial processing in the chart data processing device 201 according to the second embodiment.
The main process is the same as that of the first embodiment (FIG. 3).
The processes from S210 to S213 in FIG. 17 are the same as the processes from S10 to S13 in the first embodiment (FIG. 4).
In S214, the control unit 210 (graph determination unit 217) performs graph determination processing to determine the graph type and display mode of the chart data to be displayed.
Here, the type of financial statements to be output is determined in S212. Therefore, the control unit 210 refers to the graph determination A table 235a, selects a record for which the subject classification is not specified from the determined financial statements, and the item corresponding to the priority display of the month and the year. In addition, the type of graph and the display mode are determined.

To explain a specific example, when the type of financial statement to be determined is "balance sheet", the control unit 210 does not have the subject name of the graph determination A table 235a (see FIG. 16 (A)) (specifically). Select the record (which is "(Balance Sheet)"). Next, the control unit 210 refers to the selected record and determines the "bar graph (configuration)" in the balance of a single month or a single year because the priority display is "balance".
Returning to FIG. 17, in S215, the control unit 210 (chart data generation unit 218) generates chart data of the type of financial statements determined, the type of graph determined, and the display mode based on the aggregated data. ..
The processing of S216 is the same as that of S15 of the first embodiment (FIG. 4). After that, the control unit 210 shifts the processing to the main processing (see FIG. 3).

<Operation processing>
Next, the operation process will be described.
FIG. 18 is a flowchart showing an operation process in the chart data processing device 201 according to the second embodiment.
In S220, the control unit 210 (operation reception unit 12) receives instructions based on the operation performed by the user. The operation by the user here may be any method. In addition, the content of the instruction relates to the presentation period (year, month, period, etc.), the type of financial statements (PL or BS), the subject, and the type of data used (occurrence or balance).
In S221, the control unit 210 converts the received instruction content into the content corresponding to each item in the graph determination B table 235b. Then, the control unit 210 (graph determination unit 217) searches for a combination of the graph determination B table 235b that matches the converted instruction content.

In S222, the control unit 210 determines whether or not a match has been found. If a match is found (S222: YES), the control unit 210 shifts the process to S223. On the other hand, if no match is found (S222: NO), the control unit 210 shifts the process to S224.
In S223, the control unit 210 (chart data generation unit 218, chart data display unit 20) generates a graph based on the combination of the searched graph determination B table 235b, and causes the display unit 39 to update and display the graph. Here, when generating the chart data, the aggregated data is generated, and this process is the same as that of the first embodiment (FIGS. 10 to 14). After that, the control unit 210 shifts the processing to S226.

On the other hand, in S224, the control unit 210 (chart data generation unit 218, chart data display unit 20) generates a graph according to the type and display mode of the graph currently displayed, and causes the display unit 39 to update and display the graph.
In S225, the control unit 210 additionally registers the current setting in the graph determination B table 235b.

In S226, the control unit 210 determines, for example, whether or not the graph being displayed has been changed by accepting an operation of changing the display mode of the graph by the user. When the graph being displayed is changed (S226: YES), the control unit 210 shifts the process to S227. On the other hand, when the displayed graph has not been changed (S226: NO), the control unit 210 ends this operation process and shifts the process to the main process (see FIG. 3).
In S227, the control unit 210 updates the graph determination B table 235b with the changed contents. The control unit 210 adds a display mode of the changed graph to the item of the generation graph (user) of the corresponding record in the graph determination B table 235b. After that, the control unit 210 ends this operation process and shifts the process to the main process (see FIG. 3).

Next, a specific example of the above-mentioned operation processing will be described.
FIG. 19 is a diagram showing an example of a graph screen 240 in the chart data processing device 201 according to the second embodiment.
First, when the type of financial statements to be determined is "profit and loss composition", the user can see "sales" and "Heisei" while the profit and loss composition table and the profit and loss composition graph are displayed by the processing of FIG. Enter the instructions for "FY2015", "January to February", "Occurrence", and "No content selection".
Then, the control unit 210 receives the above-mentioned instruction content (S220 in FIG. 18).
Next, the control unit 210 sets the instruction contents "2015" and "January to February" to "single year, multiple consecutive months, one term, February, consecutive year flag x, continuous month flag ○". Convert to. Specifically, since "2015" is a single year, "single year", "consecutive year flag x", and "1st term" are set, and "January to February" is 2 months, so "multiple consecutive years""Month","February", and "Continuous month flag ○" are set. Further, the control unit 210 converts the instruction contents "sales", "occurrence", and "no content selection" into "single subject, subject relevance x". Then, the control unit 210 searches the graph determination B table 235b for a combination that matches the converted instruction content (S221 in FIG. 18). Then, since the record in the second row from the top of the graph determination B table 235b (see FIG. 16B) corresponds (YES in S222 in FIG. 18), the control unit 210 combines the searched graph determination B table 235b. A graph is generated based on (S223 in FIG. 18). Here, since the "generated graph (user)" of the record in the second row of the graph determination B table 235b is not set, the control unit 210 uses the display mode of the "bar graph" in the "generated graph" item to graph. Will be generated.
The graph generated by this process is shown in FIG.

In addition to the "bar graph", the "generated graph" item includes a "band graph", but the control unit 210 may select one of them to generate a graph in the selected display mode. , The "bar graph" described above may be preferentially displayed. Further, although the item of "generated graph (user)" is not set, if it is set, the control unit 210 gives priority to the display mode of the graph in the item of "generated graph (user)". , Just generate a graph.
In this example, the selected subject is only "sales", but when "purchase amount" and "sales" and multiple subjects are selected, "single subject or multiple subjects" is "multiple subjects". become. In addition, when both "occurrence and balance" are selected, "aggregated data" becomes "both". Furthermore, when "sales (major classification)" and "content selection" are instructed, "subject relevance" becomes "○" and "sales (major classification)" is classified as "sales". Multiple subjects such as "(Middle category)" are selected, and "single subject or multiple subjects" becomes "multiple subjects".

As described above, according to the chart data processing device 201 of the second embodiment, there are the following effects.
Based on the graph determination table 235, it is possible to generate a graph in the optimum graph display mode simply by selecting a subject. Further, when the user changes the display mode of the graph, the information (“generated graph (user)” is set) is reflected in the graph determination table 235, so that the graph is generated under the same conditions next. In that case, the graph can be displayed from the beginning in a graph display mode that suits the user's preference.

(Third Embodiment)
In the third embodiment, the one that switches the chart data by the gesture operation will be described.
<Configuration of chart data processing device 301>
FIG. 20 is a diagram showing a functional block of the chart data processing device 301 according to the third embodiment.
FIG. 21 is a diagram showing an example of a tab processing table 336 and an operation processing table 337 of the chart data processing device 301 according to the third embodiment.
The chart data processing device 301 shown in FIG. 20 includes a control unit 310, a storage unit 330, an input unit 38, and a display unit 39.
The control unit 310 includes a screen orientation acquisition unit 311 (orientation acquisition means), an operation reception unit 12, a chart data acquisition unit 319 (chart data acquisition means), and a chart data display unit 320.

The screen orientation acquisition unit 311 acquires the orientation of the display unit 39. The display unit 39 is, for example, a display of a PC. The orientation of the display unit 39 indicates whether the screen is vertically long or horizontally long. Here, if the screen is vertically long, the orientation of the display unit 39 is vertically long, and if the screen is horizontally long, the orientation of the display unit 39 is horizontally long.
The chart data acquisition unit 319 performs a process of acquiring chart data such as a graph or a book based on the operation received by the operation reception unit 12.
The chart data display unit 320 causes the display unit 39 to display a graph screen 340 in which the graph acquired by the chart data acquisition unit 319 is arranged according to the orientation of the display unit 39 acquired by the screen orientation acquisition unit 311.

The storage unit 330 includes a program storage unit 331, an accounting file DB 32, a tab processing table 336, and an operation processing table 337.
The program storage unit 331 stores the processing program 331a and the browser 31b.
The processing program 331a is an application program for executing various functions performed by the control unit 310 described above.
The tab processing table 336 is a table that stores the processing contents for the tab (item). As shown in FIG. 21A, the tab processing table 336 stores the tabs, the displayed graph type, and the acquired graph type in association with each other. In this example, tab is the name of the tab displayed in the display area. The tab may be position data (setting area) of the area indicated by the tab. Further, in the following embodiments, the graph type will be described as including the type of financial statements.
As shown in FIG. 21B, the operation processing table 337 stores the operation type, the displayed graph type, the operation position, and the acquired graph type in association with each other. In this example, the operation type is the type of operation that can be performed by the mouse. Here, drag means an operation of moving the mouse while clicking the mouse button.

<Processing of chart data processing device 301>
Next, the processing by the chart data processing device 301 will be described.
FIG. 22 is a flowchart showing the initial processing in the chart data processing device 301 according to the third embodiment.
FIG. 23 is a diagram showing an example of a graph screen 340 in the chart data processing device 301 according to the third embodiment.
The main process is the same as that of the first embodiment (FIG. 3).
The processing of S310 and S311 in FIG. 22 is the same as the processing of S10 and S11 of the first embodiment (FIG. 4).

In S312, the control unit 310 (chart data acquisition unit 319) first generates a graph and a book table to be displayed on the display unit 39. In this example, as a graph to be displayed on the display unit 39 first, the control unit 310 generates a profit and loss composition graph which is a graph of the income statement. In addition, the control unit 310 generates a profit and loss composition table, which is a book of the profit and loss statement. Specifically, the control unit 310 refers to the accounting file DB 32 and extracts the accounting file to be used from the received company name and fiscal year. Then, the control unit 310 generates a profit / loss composition graph and a profit / loss composition table from the extracted accounting file.
In S313, the control unit 310 (screen orientation acquisition unit 311) acquires the orientation of the display unit 39.
In S314, the control unit 310 (chart data display unit 320) causes the display unit 39 to display the graph screen 340 in which the graph and the book table generated in S312 are arranged side by side according to the orientation acquired in S313.

FIG. 23 shows an example of the graph screen 340. The graph screen 340 includes a financial statement area 342, a horizontal tab area 344, and a vertical tab area 345 in the display area 341.
The financial statement area 342 is composed of a book table section 343a and a graph section 343b. By showing the subject of the book table part 343a and the subject of the graph part 343b corresponding to the subject in the same color, the correspondence relationship is easy to understand.
Further, the book table unit 343a and the graph unit 343b are arranged side by side. This is because the display unit 39 is oriented in the horizontal direction. When the direction of the display unit 39 is the vertical direction, the book table unit 343a and the graph unit 343b may be arranged vertically. By doing so, the optimum display can be made according to the orientation of the display unit 39.

Since the graph screen 340 of FIG. 23 shows the configuration, it is provided with a book table unit 343a and a graph unit 343b. However, only the graph unit 343b may be provided, and the book table unit 343a may be displayed as needed. Further, when the ratio or the transition is shown, only the graph portion 343b may be shown in the financial statement area 342.
The horizontal tab area 344 is an area for designating the type (first type) of financial statements.
The vertical tab area 345 is an area for designating a format (second type).
Returning to FIG. 22, after that, the control unit 310 ends this initial processing and shifts the processing to the main processing (see FIG. 3).

Next, the operation process will be described with reference to FIG. 24.
FIG. 24 is a flowchart showing an operation process in the chart data processing device 301 according to the third embodiment.
In S320, the control unit 310 (chart data acquisition unit 319) determines whether or not the received operation is in the operation type of the operation processing table 337. If there is an operation type (S320: YES), the control unit 310 shifts the process to S321. On the other hand, if it is not in the operation type (S320: NO), the control unit 310 ends this operation process and shifts the process to the main process (see FIG. 3). Here, if it is not in the operation type, the processing by this processing program 331a is not performed. Then, the chart data processing device 301 may perform processing based on, for example, an OS or the like.
In S321, the control unit 310 (chart data acquisition unit 319) determines whether or not the received operation is for the tab. If it is for a tab (S321: YES), the control unit 310 shifts the process to S322. On the other hand, when it is not for the tab (S321: NO), the control unit 310 shifts the processing to S323.

In S322, the control unit 310 (chart data acquisition unit 319) performs switching graph processing (tab). Specifically, the control unit 310 refers to the tab processing table 336 (FIG. 21 (A)), and obtains a graph type from the received tab and the graph type displayed on the graph screen 340. To identify. Then, the control unit 310 generates a graph corresponding to the specified graph type and a book table as needed. After that, the control unit 310 shifts the processing to S325.
On the other hand, in S323, the control unit 310 (chart data acquisition unit 319) determines whether or not processing corresponding to the operation type is possible. When the process corresponding to the operation type is possible (S323: YES), the control unit 310 shifts the process to S324. On the other hand, when the processing for the operation type is not possible (S323: NO), the control unit 310 ends this operation processing and shifts the processing to the main processing (see FIG. 3).
Here, the processing for the operation type is possible when the conditions for the display area 341 corresponding to the operation type are satisfied. If the processing for the operation type is not possible, the operation is treated as an invalid operation, and the display of the display unit 39 does not change at all.

In S324, the control unit 310 (chart data acquisition unit 319) performs switching graph processing (operation). Specifically, the control unit 310 refers to the operation processing table 337 (FIG. 21 (B)), and obtains a graph from the received operation type and the graph type displayed on the graph screen 340. Specify the type or range to be acquired. Here, the range includes those for subjects and those for dates. Then, the control unit 310 generates a graph of the specified graph type or range and a book table as needed.
In S325, the control unit 310 (chart data display unit 320) causes the display unit 39 to display a new graph and, if necessary, a book table. After that, the control unit 310 ends this operation process and shifts the process to the main process (see FIG. 3).

<Specific example of graph switching>
Next, a specific example of graph switching by operation processing will be described.
<Example 1. Click tab>
On the graph screen 340 shown in FIG. 23, the user performs a click operation at the position of the "BS" tab in the horizontal tab area 344 via the input unit 38. In that case, since the control unit 310 accepts the operation for the display area 341 (S2 in the main process (FIG. 3) is YES), the process is transferred to the operation process. Then, referring to the operation processing table 337 (FIG. 21 (B)), since the operation type is "click" and the operation is in the operation processing table 337 (S320 in FIG. 24 is YES), the control unit 310 Next, it is determined whether or not the operation is for a tab. Then, since the operation is for a tab (YES in S321 in FIG. 24), the control unit 310 performs switching graph processing (tab) according to the tab processing table 336 (S322 in FIG. 24). In the switching graph processing (tab), the control unit 310 refers to the tab processing table 336 (FIG. 21 (A)), the tab is "BS", and the currently displayed graph is "PL configuration". Therefore, the graph of "BS configuration" is acquired. Then, the control unit 310 causes the display unit 39 to display the graph of the “BS configuration” (S325 in FIG. 24).

<Example 2. Drag>
On the graph screen 340 shown in FIG. 23, the user performs an operation of dragging to the right at an arbitrary position in the display area 341 via the input unit 38. In that case, since the control unit 310 accepts the operation for the display area 341 (S2 in the main process (FIG. 3) is YES), the process is transferred to the operation process. Then, referring to the operation processing table 337 (FIG. 21 (B)), since the operation type is "drag to the right", the operation is in the operation processing table 337 (S320 in FIG. 24 is YES). The 310 then determines whether the operation is for a tab. Then, since the operation is not for the tab (NO in S321 in FIG. 24), the control unit 310 refers to the operation processing table 337 and determines whether or not the processing for the operation type is possible. Here, since there are no other conditions in the operation processing table 337 in the case of dragging to the right, the control unit 310 determines that processing is possible (YES in S323 in FIG. 24), and the switching graph. Perform processing (operation) (S324 in FIG. 24). In the switching graph processing (operation), the control unit 310 refers to the operation processing table 337 and acquires the financial graph in the left direction of the horizontal tab. Therefore, the currently displayed financial graph is "PL configuration" and is horizontal. Since the left direction of the tab "PL" is "BS", the financial graph of "BS configuration" is acquired. Then, the control unit 310 causes the display unit 39 to display the financial graph of the “BS configuration” (S325 in FIG. 24).

In this way, the user similarly acquires chart data of different graph types and displays them on the display unit 39 regardless of whether the tab is clicked or dragged via the input unit 38. be able to.

As described above, according to the chart data processing device 301 of the third embodiment, there are the following effects.
(1) A tab is provided in the display area 341, and a graph corresponding to the designated tab can be displayed. Therefore, the user can switch and display the graph corresponding to the tab by only performing a simple operation of designating the tab.
(2) Tabs can be provided in the vertical direction and the horizontal direction, and a graph corresponding to the vertical and horizontal tabs can be displayed. Therefore, it is possible to clearly show that the graph is a product of two elements (type and format of financial books). Also, the design can be novel.

(3) By displaying the graph on the screen, it is possible to provide easy-to-understand information that is not available on paper, which allows the business condition to be grasped effectively and visually. This will lead to an improvement in the accounting literacy of the adviser, and as a result, it can be expected to have the effect of providing advanced management advice.

(Fourth Embodiment)
In the fourth embodiment, the one using the touch panel display will be described.

<Configuration of chart data processing device 401>
FIG. 25 is a diagram showing a functional block of the chart data processing device 401 according to the fourth embodiment.
FIG. 26 is a diagram showing an example of an operation processing table 437 of the chart data processing device 401 according to the fourth embodiment.
The chart data processing device 401 is, for example, a mobile information terminal typified by a smartphone or tablet.
As shown in FIG. 25, the chart data processing device 401 includes a control unit 410, a storage unit 430, and a touch panel display 439 (display means, input means).

The control unit 410 includes a screen orientation acquisition unit 311, an operation reception unit 412, a chart data acquisition unit 419, and a chart data display unit 320.
The operation reception unit 412 receives an operation via the touch panel display 439.
The chart data acquisition unit 419 performs a process of acquiring a graph or a book based on the operation received by the operation reception unit 412.
The storage unit 430 includes a program storage unit 431, an accounting file DB 32, and an operation processing table 437.
The program storage unit 431 stores the processing program 431a and the browser 31b. The processing program 431a is an application program for executing various functions performed by the control unit 410 described above.

As shown in FIG. 26, the operation processing table 437 stores the operation type, the displayed graph type, the operation position, and the acquired graph type in association with each other. In this example, the operation type is, for example, the type of operation that can be performed by the user's finger.
The touch panel display 439 has a function as a display unit composed of a liquid crystal panel or the like and a function as an input unit for detecting a touch input by a finger or the like from a user. The operation by the touch panel display 439 is easier for the user because the upper surface of the displayed portion may be designated by touch.

<Processing of chart data processing device 401>
Next, the processing by the chart data processing device 401 will be described.
The main process is the same as that of the first embodiment (FIG. 3).
Further, the initial processing is the same as that of the third embodiment (FIG. 22).
FIG. 27 is a flowchart showing an operation process in the chart data processing device 401 according to the fourth embodiment.
In S420, the control unit 410 (chart data acquisition unit 419) determines whether or not the received operation is in the operation type of the operation processing table 437. If there is an operation type (S420: YES), the control unit 410 shifts the process to S421. On the other hand, if it is not in the operation type (S420: NO), the control unit 410 ends this operation process and shifts the process to the main process (see FIG. 3).
In S421, the control unit 410 (chart data acquisition unit 419) determines whether or not processing corresponding to the operation type is possible. When the process corresponding to the operation type is possible (S421: YES), the control unit 410 shifts the process to S422. On the other hand, when the processing for the operation type is not possible (S421: NO), the control unit 410 ends this operation processing and shifts the processing to the main processing (see FIG. 3).
Here, when the processing for the operation type is not possible, the operation is an invalid operation, and the display of the touch panel display 439 does not change at all.

In S422, the control unit 410 (chart data acquisition unit 419) performs switching graph processing (operation). Specifically, the control unit 410 refers to the operation processing table 437 and obtains a graph from the received operation type and the graph type displayed on the graph screen 440 (see FIG. 28 described later). Specify the type or range to be acquired. Then, the control unit 410 generates a graph of the specified graph type or range and a book table as needed.
In S423, the control unit 410 (chart data display unit 320) causes the touch panel display 439 to display a new graph and, if necessary, a book table. After that, the control unit 410 ends this operation process and shifts the process to the main process (see FIG. 3).

<Specific example of graph switching>
Next, a specific example of graph switching by operation processing will be described.
28 and 29 are diagrams showing an example of a graph screen 440 in the chart data processing device 401 according to the fourth embodiment.

<Example 1. Touch by clicking a subject or gesturing with a finger>
FIG. 28 (A) is a graph screen 440 showing a balance sheet (BS configuration). The user performs a touch operation by a finger gesture operation at the position of the character string 441a of "current assets" via the touch panel display 439. In that case, since the control unit 410 accepts the operation for the display area 441 (S2 in the main process (FIG. 3) is YES), the process is transferred to the operation process. Then, the control unit 410 refers to the operation processing table 437 (FIG. 26), and the operation type is "touch by gesture operation with a finger" in the operation processing table 437 (S420 in FIG. 27 is YES). Next, it is determined whether or not the processing for the operation type is possible. Here, in the operation processing table 437, when the operation type is "touch by gesture operation with a finger", the graph type being displayed is "configuration", and the subject is selected. Since the condition is met (S421 in FIG. 27 is YES), the control unit 410 performs the switching graph processing (S422 in FIG. 27). In the switching graph processing, the control unit 410 refers to the operation processing table 437, and since the processing content is the details of the selected subject, the control unit 410 acquires the detailed graph 450 of the current assets as shown in FIG. 28 (B). Then, the control unit 410 displays the detailed graph 450 of the current assets on the touch panel display 439 (S423 in FIG. 27).
Further, in addition to the touch operation by the gesture operation with the finger at the position of the character string 441a of the above-mentioned "current assets", the place (position) indicating the "current assets" in the displayed balance sheet (BS composition) graph. It may include a touch by a gesture operation with a finger.

<Example 2. Reduction by finger gesture operation>
FIG. 29 (A) is a graph screen 440 showing a balance sheet (BS configuration), similarly to FIG. 28 (A). The user performs a reduction operation by a gesture operation with a finger at an arbitrary position via the touch panel display 439. Here, the reduction operation by a gesture operation with a finger means an operation of reducing the distance between the touch panel display 439 while being pressed with two fingers. In that case, since the control unit 410 accepts the operation for the display area 441 (YES in S2 of the main process (FIG. 3)), the control unit 410 shifts the process to the operation process. Then, the control unit 410 refers to the operation processing table 437 (FIG. 26), and the operation type is "reduction by gesture operation with a finger" in the operation processing table 437 (S420 in FIG. 27 is YES). Next, it is determined whether or not the processing for the operation type is possible. Here, in the operation processing table 437, when the operation type is "reduction by gesture operation with a finger", it is irrelevant to the type of the graph being displayed (S421 in FIG. 27 is YES), so that the control unit 410 Performs switching graph processing (S422 in FIG. 27). In the switching graph processing, the control unit 410 refers to the operation processing table 437, and since the processing content is “changed to multiple years”, the balance sheet (BS configuration) for multiple years as shown in FIG. 29 (B). ) Is acquired as a multi-year graph 460. Then, the control unit 410 displays the multi-year graph 460 on the touch panel display 439 (S423 in FIG. 27).
In addition to this example, change of subjects to higher classification by reduction by finger gesture operation (for example, change from cash (fine classification) to cash and deposit (small classification)) and reduction of period (example) There is a change from the first term to monthly). In the opposite operation, change the subject to a lower classification by expanding by gesture operation with a finger (for example, change from current assets (middle classification) to cash and deposit (small classification)), or expand the period (for example). There is a change from the 1st term to the 3rd term).

As described above, according to the chart data processing device 401 of the fourth embodiment, there are the following effects.
By a gesture operation by the user via the touch panel display 439, the meaning of the operation can be interpreted, and then the financial graph can be switched according to the operation. Since it accepts gesture operations, it is not necessary to prepare and present a screen or the like for selecting setting items, and the user interface is simple. In addition, the user only needs to perform an intuitive operation, and can present the user with a financial graph corresponding to the operation.

Although the embodiments of the present invention have been described above, the present invention is not limited to the above-described embodiments. Moreover, the effects described in the embodiments are merely a list of the most preferable effects arising from the present invention, and the effects according to the present invention are not limited to those described in the embodiments. The above-described embodiment and the modified form described later can be used in combination as appropriate, but detailed description thereof will be omitted.

(Transformed form)
(1) In each embodiment, a two-dimensional graph is acquired and displayed, but the present invention is not limited to this. A three-dimensional graph may be displayed. By doing so, for example, when displaying a graph for multiple years, if the time axis is set to one dimension, the display area can be suppressed and displayed. It can also provide a novel way of showing graphs.
(2) In each embodiment, the tax is not described, but the tax may be switched. For example, an area for switching between tax-included and tax-excluded may be displayed, and a graph of any amount may be presented depending on the selection. By doing so, for example, even if the consumption tax rate changes, it is possible to make an accurate comparison with the previous year.

(3) In each embodiment, the method of acquiring a graph using the accounting file of the accounting file DB has been described, but the present invention is not limited to this. For example, a graph may be generated in advance from an accounting file and stored, and when an instruction is received, the corresponding graph may be acquired from the generated graph. Further, in the first and second embodiments, for example, aggregated data may be generated and stored in advance from an accounting file, and a graph may be generated from the generated aggregated data when an instruction is received.
Further, the accounting file DB is possessed by a server communicably connected to the chart data processing device, and the server generates and stores a graph in advance from the accounting file, and generates it when an instruction is received. It may be received by acquiring the corresponding graph from the completed graph and transmitting it.

(4) In the first and second embodiments, it has been described that various selection operations are performed to perform processing corresponding to the selection operations, but the present invention is not limited to this. For example, a switching operation button may be prepared, and the graph type may be switched and displayed according to the number of times the switching operation button is selected. By doing so, the user's operation can be simplified and graphs of various graph types can be displayed.
(5) In the first and second embodiments, each subject displayed in the graph has been described as being distinguished by color, but the present invention is not limited to this. For example, the rate of change of a major account may be calculated, and the item with the larger rate of change may be highlighted and displayed, or the item with the larger rate of change may be narrowed down and displayed. Here, the rate of change can be calculated based on, for example, the current year or the start month of the current year.

(6) In the third and fourth embodiments, the income statement is displayed as the initial screen, but the present invention is not limited to this. The importance table may be used to determine and display either the balance sheet or the income statement from the company name and fiscal year.
Further, although the display mode of the displayed graph is not particularly specified, the display mode of the graph may be changed according to the type of graph to be displayed using the graph determination table.
(7) In the third and fourth embodiments, the graph that specifies the graph to be displayed by the vertical and horizontal tabs has been described as an example, but the present invention is not limited to this. For example, there may be only horizontal tabs. In that case, the tabs on the side should have two kinds of meanings.
(8) In the third and fourth embodiments, the graph is acquired and displayed using the accounting file stored in the accounting file DB, but the present invention is not limited to this. For example, by displaying the area for switching to the simulation and switching to the simulation, the predicted value may be input and the simulation may be presented. By doing so, you can make a rough prediction.

(9) In the first to fourth embodiments, the operating profit, ordinary profit, etc. are recalculated by directly inputting and correcting the amount of each item in the generated analysis materials such as graphs and books. Can be simulated.
More specifically, for example, accounting data is aggregated for a predetermined account for a set period to create a profit and loss statement (not limited to the profit and loss statement), which is displayed in a graph or tabular format. In the state, the amount of each account for the current period can be arbitrarily changed and directly input to recalculate operating income, ordinary income, and the like.

For example, you may want to know how much profit you need to hire one more employee.
First, it is assumed that the amount of each account is displayed in a graph such as a pie chart or a band graph for the main accounts in the income statement.
Next, in the graph, if you select and instruct "Selling, general and administrative expenses" for the main accounts on the income statement, "Selling, general and administrative expenses" including the amount of "Personnel expenses", which is a subdivided item A breakdown table of "Administrative expenses" is displayed.
Then, instead of the totaled "labor cost", the input in the item field of "personnel cost" is directly accepted for the amount of money when one more employee is hired.
Then, the amount of "selling, general and administrative expenses", which is the upper account of "personnel expenses", is recalculated, and "selling, general and administrative expenses" recalculated from "gross profit" (gross profit). By subtracting the amount of, the "operating profit" when the "labor cost" is changed can be recalculated.
Then, the "ordinary profit" can be recalculated by subtracting the amount of the "non-operating expenses" from the total of the recalculated "operating profit" and "non-operating income".

Similarly, if "operating income", "ordinary income", etc. are negative (deficit) and you want to know the cause of the deficit, enter the item fields of "sales" and "selling, general and administrative expenses". And recalculate "operating profit", "ordinary profit", etc.
Also, if you want to know if there are any cost reductions or wasteful expenses when "operating income", "ordinary income", etc. are not good, you can check the items of "cost of sales" and "selling, general and administrative expenses". You can accept the input in the fields and recalculate "operating profit", "ordinary profit", etc.
The recalculated result is reflected in the amount of each item column of the graph format income statement and the tabular income statement and is updated and displayed.

In the above case, if the tabular income statement is displayed instead of the graph format income statement or together with the graph format, "Selling, general and administrative expenses and general management" of the tabular income statement When you select and instruct the item of "Expense", the breakdown of "Selling, general and administrative expenses" including the amount of "Personnel expenses" which is the subdivided account may be displayed, or from the beginning, The item of "personnel cost" which is a subdivided account item is displayed, and the input of the amount may be accepted directly in the item of "personnel cost".
As described above, while switching and displaying graphs and tabular financial statements one after another, you can directly enter the amount of the account you want to change and immediately check the improvement status of profits on the spot. You can check.

1,201,301,401 Chart data processing device 10,210,310,410 Control unit 12,412 Operation reception unit 13 Importance judgment unit 14 Data condition judgment unit 15 Aggregate data generation unit 16 Ratio data generation unit 18,218 Chart Data generation unit 20,320 Chart data display unit 21 Element display unit 30,230,330,430 Storage unit 31a, 231a, 331a, 431a Processing program 32 Accounting file DB
34 Importance table 38 Input unit 39 Display unit 40, 240, 340, 440 Graph screen 41,341,441 Display area 46 Pop-up 217 Graph judgment unit 235 Graph judgment table 311 Screen orientation acquisition unit 319, 419 Chart data acquisition unit 336 tab Processing table 337,437 Operation processing table 439 Touch panel display

Claims (8)

A chart generation system that generates chart data for financial statements.
A chart data display means for displaying a graph of financial statements on a display means, or displaying a book table shown in a tabular format corresponding to the graph on the display means together with the graph.
Selection reception means that accepts selection operations related to the target period,
Validity period determination means for determining whether or not there is a transaction non-occurrence period based on financial data,
Aggregate data generation means for generating aggregated data from the financial data of the target period including the settlement data of accounting processing and the items of the graph displayed.
Based on the received selection operation and the information on the graph displayed on the display means when the selection operation is performed, the number of subjects, the type of subject, the type of graph based on the analysis target period, and the display mode are stored. With reference to the graph determination table, a graph determination means for determining the type and display mode of the graph to be generated, and
A chart data generating means that generates a graph corresponding to a type and a display mode determined by the graph determining means based on the aggregated data, and a tabular book table corresponding to the graph.
With
When the valid period determination means determines that there is a transaction non-occurrence period, the aggregated data generation means generates aggregated data based on the financial data excluding the transaction non-occurrence period.
The chart data display means causes the display means to display the new graph generated by the chart data generation means, or displays the new book table generated by the chart data generation means together with the graph. Display by means,
A chart generation system featuring. A chart generation system that generates chart data for financial statements.
A chart data display means for displaying a graph of financial statements on a display means, or displaying a book table shown in a tabular format corresponding to the graph on the display means together with the graph.
Selection reception means that accepts selection operations related to the target period,
Aggregate data generation means for generating aggregated data from the financial data of the target period including the settlement data of accounting processing and the items of the graph displayed.
Based on the received selection operation and the information on the graph displayed on the display means when the selection operation is performed, the number of subjects, the type of subject, the type of graph based on the analysis target period, and the display mode are stored. With reference to the graph determination table, a graph determination means for determining the type and display mode of the graph to be generated, and
A chart data generating means that generates a graph corresponding to a type and a display mode determined by the graph determining means based on the aggregated data, and a tabular book table corresponding to the graph.
With
When the new graph cannot be created by the chart data generation means, the graph determination means expands the graph type until the graph type is found, and determines the graph type.
The chart data generation means generates the graph corresponding to the type of the graph expanded and determined by the graph determination means, and a tabular book table corresponding to the graph.
The chart data display means causes the display means to display a new graph generated by the chart data generation means, or displays a new book table generated by the chart data generation means together with the graph. To display in
A chart generation system featuring. A chart generation system that generates chart data for financial statements.
A chart data display means for displaying a graph of financial statements on a display means, or displaying a book table shown in a tabular format corresponding to the graph on the display means together with the graph.
A selection receiving means that accepts selection operations related to the usage data type of generation or balance and the graph type,
Of the financial data including the settlement data of the accounting process corresponding to the period of the displayed graph, the data corresponding to the used data type received by the selection receiving means and the items of the displayed graph are aggregated. Aggregate data generation means to generate data and
Based on the received selection operation and the information on the graph displayed on the display means when the selection operation is performed, the number of subjects, the type of subject, the type of graph based on the analysis target period, and the display mode are stored. With reference to the graph determination table, a graph determination means for determining the type and display mode of the graph to be generated, and
A chart data generating means that generates a graph corresponding to a type and a display mode determined by the graph determining means based on the aggregated data, and a tabular book table corresponding to the graph.
With
The chart data display means causes the display means to display the new graph generated by the chart data generation means, or displays the new book table generated by the chart data generation means together with the graph. Display by means,
A chart generation system featuring. A chart generation system that generates chart data for financial statements.
A chart data display means for displaying a graph of financial statements on a display means, or displaying a book table shown in a tabular format corresponding to the graph on the display means together with the graph.
Selection receiving means for accepting selection operations related to graph types,
A financial data including financial data of accounting processing corresponding to the period of the displayed graph, an aggregate data generation means for generating aggregate data from the displayed items of the graph, and an aggregate data generation means.
Based on the received selection operation and the information on the graph displayed on the display means when the selection operation is performed, the number of subjects, the type of subject, the type of graph based on the analysis target period, and the display mode are stored. With reference to the graph determination table, a graph determination means for determining the type and display mode of the graph to be generated, and
A chart data generating means that generates a graph corresponding to a type and a display mode determined by the graph determining means based on the aggregated data, and a tabular book table corresponding to the graph.
With
When the new graph cannot be created by the chart data generation means, the graph determination means expands the graph type until the graph type is found, and determines the graph type.
The chart data generation means generates the graph corresponding to the type of the graph expanded and determined by the graph determination means, and a tabular book table corresponding to the graph.
The chart data display means causes the display means to display a new graph generated by the chart data generation means, or displays a new book table generated by the chart data generation means together with the graph. To display in
A chart generation system featuring. A chart processing system that processes chart data in financial statements.
A chart data display means for causing a display means to display chart data including at least one of a graph of financial statements and a book or table shown in a tabular format corresponding to the graph.
An operation receiving means that accepts an operation on the display area of the display means by the input means,
An operation processing table that stores the operation type, one or more setting areas in the display area, items corresponding to the setting area, and processing contents corresponding to the type of chart data displayed in the display area. ,
In response to the operation receiving means receiving the operation, based on the operation received by referring to the operation processing table, a type of chart data different from the type of the chart data displayed in the display area is displayed. Chart data acquisition means that performs the acquisition process,
With
The chart data display means causes the display means to display new chart data obtained by the chart data acquisition means.
Chart processing system that said. In the chart processing system according to claim 5,
A graph determination table that stores the number of subjects, the type of subjects, and the display mode of the graph based on the analysis target period, based on the received selection operation and the information on the graph displayed on the display means when the selection operation is performed. A graph determination means for determining the display mode of the generated graph is provided with reference to.
The chart data acquired by the chart data acquisition means is a graph corresponding to the display mode determined by the graph determination means and a tabular book table corresponding to the graph.
A chart processing system featuring. A program for operating a computer as the chart generation system according to any one of claims 1 to 4. A program for operating a computer as the chart processing system according to claim 5 or 6.

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