1,自动获取web数据;
2,数据清理;
3,创建日期表;
4,数据建模;
5,制作企业财报数据看板;
6,创建度量值,生成财务指标;
7,制作杜邦分析法看板;
其他看板见截图目录~
实现结果如下:
01工具简介
Power BI Desktop

let 源 = Web.BrowserContents("https://s.askci.com/stock/financialreport/" & 代码 & 财报类型), #"从 Html 中提取的表" = Html.Table(源, {{"Column1", "TABLE[id='myTable01'] > * > TR > :nth-child(1)"}, {"Column2", "TABLE[id='myTable01'] > * > TR > :nth-child(2)"}, {"Column3", "TABLE[id='myTable01'] > * > TR > :nth-child(3)"}, {"Column4", "TABLE[id='myTable01'] > * > TR > :nth-child(4)"}, {"Column5", "TABLE[id='myTable01'] > * > TR > :nth-child(5)"}, {"Column6", "TABLE[id='myTable01'] > * > TR > :nth-child(6)"}, {"Column7", "TABLE[id='myTable01'] > * > TR > :nth-child(7)"}, {"Column8", "TABLE[id='myTable01'] > * > TR > :nth-child(8)"}, {"Column9", "TABLE[id='myTable01'] > * > TR > :nth-child(9)"}, {"Column10", "TABLE[id='myTable01'] > * > TR > :nth-child(10)"}, {"Column11", "TABLE[id='myTable01'] > * > TR > :nth-child(11)"}, {"Column12", "TABLE[id='myTable01'] > * > TR > :nth-child(12)"}, {"Column13", "TABLE[id='myTable01'] > * > TR > :nth-child(13)"}}, [RowSelector="TABLE[id='myTable01'] > * > TR"]), 提升的标题 = Table.PromoteHeaders(#"从 Html 中提取的表", [PromoteAllScalars=true]), 逆透视的其他列 = Table.UnpivotOtherColumns(提升的标题, {"科目\年度"}, "属性", "值"), 重命名的列 = Table.RenameColumns(逆透视的其他列,{{"属性", "日期"}, {"科目\年度", "科目"}})in 重命名的列2,数据清理;
数据清理相关代码,powerBI的数据清理的代码不需要自己编写,
应用的步骤 会自动生成代码:
.
跳转到表格视图
3,创建日期表;
点击新建表后,复制粘贴以下代码
日期 = ADDCOLUMNS(CALENDAR(date(2018, 12, 31), date(2023, 12, 31)), "年", YEAR([Date]), "季度", ROUNDUP(MONTH([Date])/3, 0), "月", MONTH([Date]), "周", WEEKNUM([Date]))
标记为日期表
4,数据建模;
点击切换到模型视图
创建表间关系
未完待续......
5,制作企业财报数据看板;
6,创建度量值,生成财务指标;
7,制作杜邦分析法看板;
8,其他数据看板~
马上关注,联系作者,了解更多,模板来啦~