TW202133003A - Application method of intelligent analysis system allowing a user to realize intelligent operation and management through a chart, a model or a table - Google Patents
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Abstract
Description
本發明關於一種分析系統之應用方法,尤指一種藉由收集、前端分析、深度分析並輸出分析結果之智慧分析系統之應用方法。The present invention relates to an application method of an analysis system, in particular to an application method of a smart analysis system by collecting, front-end analysis, in-depth analysis and outputting analysis results.
隨著網絡科技的發展,人工智慧已經是時下最熱門的產業,人工智慧結合傳統產業,對於傳統產業的數據處理能夠起到很大的幫助。人工智慧 (AI) 是電腦科學的一個領域,致力於解決與人類智慧相關的常見認知問題,例如學習、解決問題和模式辨識。With the development of network technology, artificial intelligence has become the most popular industry nowadays. The combination of artificial intelligence with traditional industries can greatly help the data processing of traditional industries. Artificial intelligence (AI) is a field of computer science dedicated to solving common cognitive problems related to human intelligence, such as learning, problem solving, and pattern recognition.
同樣的,在商業或學術界對於「商業智慧和分析」(BI&A, Business Intelligence & Analytics)相關領域已變得越來越重要,並且在許多產業研究中有重大突破與發展。因此除了獲得資訊,如何儲存並分析資料,也是需要突破與發展的技術,簡單來說,儲存資料的地方即為一般資料庫所要達成的工作,並進一步針對資料庫中的 一群相關資料的集合體進行分析。資料庫所儲存之資料一般可區分為開放性資料與封閉性資料,即開放性資料可供公眾存取的資料,而封閉性資料為限制於私企單位內部或政府機關單位內部存取的資料。Similarly, in business or academia, the related fields of BI&A (Business Intelligence & Analytics) have become more and more important, and there have been major breakthroughs and developments in many industrial studies. Therefore, in addition to obtaining information, how to store and analyze data is also a technology that needs to be broken and developed. Simply put, the place where data is stored is the work that a general database needs to achieve, and it is further targeted at a collection of related data in the database. Perform analysis. The data stored in the database can generally be divided into open data and closed data, that is, open data can be accessed by the public, while closed data are data restricted to access within private enterprises or government agencies.
一般對外開放之開放性資料之應用主要為非文字的資料素材,像是地圖、基因序列、神經網路體(或稱連結體Connections)、化學分子資料、數學函式、科學公式、醫學資料與應用、生命科學以及生物多樣性等無隱私權限制且無著作權限制的公開資料,對於私企單位或政府機關單位而言,其所提供之無存取限制之公開資料亦是開放性資料,但亦有僅供內部存取之封閉性資料,例如:私企單位其經營活動的結果基本在於固定的報表等模式。業務報表階段是資料分析的初始階段。隨著資料庫技術的出現,尤其現今,企業紛紛開始資訊化建設,業務流程資訊化沉澱了大量數位化的業務資料,而資料分析的需求其實大家一直都有,既然有了資料沉澱,通過這些資料進行報表統計和資料分析的需求自然就出現了。Generally, the applications of open data open to the outside world are mainly non-text data materials, such as maps, gene sequences, neural network bodies (or Connections), chemical molecular data, mathematical functions, scientific formulas, medical data, and Applications, life sciences, biodiversity, and other public information that has no privacy restrictions and no copyright restrictions. For private enterprises or government agencies, the public information provided by them without access restrictions is also open information, but it is also open There are closed data for internal access only. For example, the results of private enterprises' business activities are basically fixed reports and other modes. The business report stage is the initial stage of data analysis. With the advent of database technology, especially nowadays, companies have begun to build informatization. The informatization of business processes has deposited a large amount of digital business data. In fact, everyone has always had the need for data analysis. Now that there is data accumulation, through these The need for report statistics and data analysis of data naturally arises.
然而,隨著資料庫儲存大量數位化資料,難免會存在冗餘資料或過於細緻,因而讓資料分析需要花費較為冗長的時間,藉此,如何有效的將上述資料去蕪存菁,提取有效的資料,是本發明所要研究的方向。However, as the database stores a large amount of digitized data, it is inevitable that there will be redundant data or too detailed, which makes data analysis need to spend more time, so how to effectively remove the above data and extract effective Data is the research direction of the present invention.
針對上述之問題,本發明提供一種智慧分析系統之應用方法,並且結合人工智慧分析以及深度學習等現代化技術,將上述資料迅速轉換為實用的技術性資料。In view of the above-mentioned problems, the present invention provides an application method of an intelligent analysis system, and combines modern technologies such as artificial intelligence analysis and deep learning to quickly convert the above-mentioned data into practical technical data.
本發明之一目的,係提供一種智慧分析系統之應用方法,藉由分析企業內部與外部結構化資料或半結構化資料,經過資料萃取、轉換、載入處後,運用人工智慧分析技術,將企業經營管理知識外化成一套經營管理系統,幫助管理者智慧經營。One purpose of the present invention is to provide an application method of an intelligent analysis system, by analyzing internal and external structured data or semi-structured data of an enterprise, after data extraction, conversion, and loading, artificial intelligence analysis technology is used to integrate The knowledge of business management is externalized into a set of management system to help managers operate wisely.
為了達到上述之目的,本發明揭示了一種智慧分析系統之應用方法,其包含步驟如下:一伺服器之一處理單元擷取一開放性資料,並於一客戶端取得一封閉性資料;該處理單元將該開放性資料及該封閉性資料進行前置處理(pre-processing),產生一第一資料源及一第二資料源;將該第一資料源及該第二資料源儲存於一資料庫中;該處理單元執行一人工智慧程序並依據至少一分析參數分析該第一資料源及該第二資料源,產生一分析結果;依據該分析結果於一使用者界面顯示一圖表、一模型或一表格,使用者藉由該圖表、該模型或該表格實現智慧經營與管理。In order to achieve the above objective, the present invention discloses an application method of a smart analysis system, which includes the following steps: a processing unit of a server retrieves an open data, and a client obtains a closed data; the processing The unit pre-processing the open data and the closed data to generate a first data source and a second data source; store the first data source and the second data source in a data In the library; the processing unit executes an artificial intelligence program and analyzes the first data source and the second data source according to at least one analysis parameter to generate an analysis result; displays a chart and a model on a user interface according to the analysis result Or a table, the user realizes smart operation and management through the chart, the model or the table.
本發明之一實施例中,其更揭露該前置處理(pre-processing)包含資料清理、遺漏值處理、正規化處理。In an embodiment of the present invention, it is further disclosed that the pre-processing includes data cleaning, missing value processing, and normalization processing.
本發明之一實施例中,其更揭露將該開放性資料及該封閉性資料進行擷取-轉換-載入 (Extract-Transform-Load,ETL)處理。In an embodiment of the present invention, it further discloses that the open data and the closed data are subjected to Extract-Transform-Load (ETL) processing.
本發明之一實施例中,其更揭露使用PDI(Pentaho Data Integration)工具對該開放性資料及該封閉性資料進行分析。In an embodiment of the present invention, it further discloses the use of PDI (Pentaho Data Integration) tools to analyze the open data and the closed data.
本發明之一實施例中,其更揭露對該第一資料源及該第二資料源進行統計歸納、迴歸分析(regression)、決策樹(decision tree)分析及深度學習(deep learning)。In an embodiment of the present invention, it further discloses performing statistical induction, regression analysis, decision tree analysis, and deep learning on the first data source and the second data source.
本發明之一實施例中,其更揭露該深度學習為長短期記憶(Long Short-Term Memory,LSTM)。In an embodiment of the present invention, it further discloses that the deep learning is Long Short-Term Memory (LSTM).
本發明之一實施例中,其更揭露該開放性資料為經濟指標開放資料或產業財經文件資料。In an embodiment of the present invention, it further discloses that the open data is economic indicator open data or industry financial document data.
本發明之一實施例中,其更揭露該封閉性資料為結構化資料或半結構化資料。In an embodiment of the present invention, it further discloses that the closed data is structured data or semi-structured data.
本發明之一實施例中,其更揭露該模型包含回歸模型。In an embodiment of the present invention, it further discloses that the model includes a regression model.
為使 貴審查委員對本發明之特徵及所達成之功效有更進一步之瞭解與認識,謹佐以實施例及配合詳細之說明,說明如後:In order to enable your reviewer to have a further understanding and understanding of the features of the present invention and the effects achieved, the examples and detailed explanations are provided here. The explanations are as follows:
本發明為一種智慧分析系統之應用方法,其通過在伺服器上擷取開放性資料及在客戶端取得封閉性資料,再藉由分析上述資料,經過資料萃取、轉換、載入處後,運用人工智慧分析技術,將企業經營管理知識外化成一套經營管理系統,幫助管理者智慧經營。The present invention is an application method of a smart analysis system, which retrieves open data on the server and obtains closed data on the client, and then analyzes the above data, after data extraction, conversion, and loading. Artificial intelligence analysis technology externalizes business management knowledge into a set of management system to help managers operate smartly.
以下,將進一步說明本發明之一種智慧分析系統之應用方法:Hereinafter, the application method of a smart analysis system of the present invention will be further explained:
請參閱第1圖,其係為本發明之智慧分析系統之流程圖,如圖所示,本發明之一種智慧分析系統之應用方法,其步驟包含:Please refer to Figure 1, which is a flowchart of the intelligent analysis system of the present invention. As shown in the figure, the application method of the intelligent analysis system of the present invention includes the following steps:
S1:擷取開放性資料,並取得封閉性資料;S1: Retrieve open data and obtain closed data;
S3:將開放性資料及封閉性資料進行前置處理;S3: Pre-process open data and closed data;
S9:產生第一資料源及第二資料源;S9: Generate the first data source and the second data source;
S11:將第一資料源及第二資料源儲存;S11: Store the first data source and the second data source;
S13:分析第一資料源及第二資料源;S13: Analyze the first data source and the second data source;
S17:輸出分析結果;S17: output analysis results;
S19:依據分析結果於使用者界面顯示圖表、模型或表格。S19: Display a chart, model or table on the user interface according to the analysis result.
接著說明為達成本發明之一種智慧分析系統,請繼續參閱第1圖,及一併參閱第2圖,其係為本發明之智慧分析系統之示意圖。如圖所示,本發明之一種智慧分析系統包含:一伺服器10、一客戶端20、一處理單元30、一資料庫40及一操作界面50。該伺服器10與該客戶端20連接該處理單元30,該資料庫40連接該處理單元30,該操作界面50更包含一顯示單元用於顯示該資料庫40之一分析結果。其中,該伺服器10為網頁伺服器,該伺服器10上儲存一開放性資料,該客戶端20為企業內部客戶端,該客戶單20上儲存一封閉性資料。本發明之一種智慧分析系統具體步驟如後:Next, in order to achieve an intelligent analysis system of the invention, please continue to refer to Figure 1 and Figure 2 together, which is a schematic diagram of the intelligent analysis system of the present invention. As shown in the figure, an intelligent analysis system of the present invention includes: a
如步驟S1所示,擷取一開放性資料,並取得一封閉性資料。於該步驟中,首先於該伺服器10上擷取一開放性資料,並於該客戶端20取得一封閉性資料。其中,該開放性資料為經濟指標開放資料或產業財經文件資料等相關資料。該開放性資料之收集方式包含跨平台資料連接與轉換、開放資料收集與擷取以及使用Python程式語言撰寫之網頁爬蟲元件,於本實施例中,通過該網頁爬蟲元件擷取該伺服器10上之該開放性資料。而該封閉性資料之收集為客戶所提供之資料,其為結構化資料或半結構化資料。該資料需經過資料品質查核程序後,方為所需之該封閉性資料。As shown in step S1, an open data is retrieved, and a closed data is obtained. In this step, firstly, an open data is retrieved from the
如步驟S3所示,將該開放性資料及該封閉性資料進行前置處理。於本實施例中,於擷取一開放性資料,並取得一封閉性資料步驟後,更包含步驟S5:將該開放性資料及該封閉性資料進行擷取-轉換-載入(Extract-Transform-Load、ETL)處理,換言之,擷取-轉換-載入處理是將資料從來源端經過擷取(extract)、轉換(transform)、載入(load)至目的端的過程。也即是說,在擷取一開放性資料,並取得一封閉性資料步驟後,首先做一些簡單的分析工作,該前置處理包含資料清理、遺漏值處理、正規化處理等,例如: 1. 擷取 (Extract):讀取資料,資料來源可能是txt、excel或者是database; 2. 轉換 (Transform):將資料進行分析,例如驗證資料格式是否正確; 3.載入(Load):將處理好的資料可能匯出成txt、excel、寫入或更新到指定database。As shown in step S3, the open data and the closed data are pre-processed. In this embodiment, after the step of capturing an open data and obtaining a closed data, it further includes step S5: extract-transform the open data and the closed data. -Load, ETL) processing, in other words, capture-transform-load processing is the process of extracting, transforming, and loading data from the source to the destination. In other words, after extracting an open data and obtaining a closed data step, first do some simple analysis work. The pre-processing includes data cleaning, missing value processing, normalization processing, etc., such as: 1. Extract (Extract): read data, the data source may be txt, excel or database; 2. Transform: analyze the data, such as verifying whether the data format is correct; 3. Load: The processed data may be exported into txt, excel, written or updated to the specified database.
開放性資料之舉例如下表一所示:
私企之開放性資料的舉例如下表二所示:
封閉性資料之舉例如下表三所示:
另外,更包含步驟S7:使用Pentaho 資料整合(Pentaho Data Integration,PDI)對該開放性資料及該封閉性資料進行資料處理,所謂Pentaho Data Integration(PDI)為以Spoon為主的資料整合開發環境,Pentaho資料整合支援部署在一個雲端伺服器架構或是分散式叢集伺服器架構的單一主機上。In addition, it also includes step S7: Use Pentaho Data Integration (PDI) to process the open data and the closed data. The so-called Pentaho Data Integration (PDI) is a Spoon-based data integration development environment. Pentaho data integration supports deployment on a single host with a cloud server architecture or a distributed cluster server architecture.
如步驟S9所示,輸出一第一資料源及一第二資料源。其中,將該開放性資料及該封閉性資料進行前置處理後,輸出該第一資料源及該第二資料源。As shown in step S9, a first data source and a second data source are output. Wherein, after pre-processing the open data and the closed data, the first data source and the second data source are output.
如步驟S11所示,將該第一資料源及該第二資料源儲存。其中,於輸出該第一資料源及該第二資料源後,將該第一資料源及該第二資料源儲存於該資料庫40中,換言之,該開放性資料及該封閉性資料經過前置處理後,僅保留有價值之資料,並將上述資料儲存,待後續進入更深層次分析,以獲取更有價值之資訊。As shown in step S11, the first data source and the second data source are stored. Wherein, after outputting the first data source and the second data source, the first data source and the second data source are stored in the
如步驟S13所示,分析該第一資料源及該第二資料源。於該步驟中,首先從該資料庫40中提取所需資料或直接於該資料庫中進行下一階段分析。與步驟S13後,更包含步驟15:對該第一資料源及該第二資料源進行統計歸納、回歸分析、決策樹分析及深度學習。其中,在本實施例中,該深度學習為長短期記憶(Long Short-Term Memory,LSTM)等分析方法。然並不限制該分析方法。As shown in step S13, the first data source and the second data source are analyzed. In this step, first extract the required data from the
如步驟S17所示,輸出一分析結果。其中,於該步驟中,對該第一資料源及該第二資料源進行進一步分析後,輸出該分析結果。As shown in step S17, an analysis result is output. Wherein, in this step, after further analysis is performed on the first data source and the second data source, the analysis result is output.
如步驟S19所示,依據該分析結果於一操作界面輸出一圖表、一模型或一表格。其中,在本實施例中,該圖表為統計圖表,該模型為回歸模型等,但不以此為限。As shown in step S19, a chart, a model or a table is output on an operation interface according to the analysis result. Wherein, in this embodiment, the graph is a statistical graph, the model is a regression model, etc., but it is not limited to this.
於一實施例中,對於該第一資料源及該第二資料源之分析為依據一指標特性,以合適之圖表形式輸出該分析結果,使用戶了解所屬產業其他公司之績效指標,並作為公司經營參考。In one embodiment, the analysis of the first data source and the second data source is based on an indicator characteristic, and the analysis result is output in the form of a suitable chart, so that the user can understand the performance indicators of other companies in the industry and serve as the company Operational reference.
於另一實施例中,採用人工智慧演算法計算該開放性資料之該第一資料源之重要關鍵字與摘要內容,並提供給使用者掌握相關之外部資訊。In another embodiment, an artificial intelligence algorithm is used to calculate the important keywords and abstract content of the first data source of the open data, and provide the user with relevant external information.
於另一實施例中,對於該第一資料源及該第二資料源之分析為針對企業成本較高之相關原物料或匯率,提供未來走勢之基本預測,供企業作為財務規劃、銷售或採購決策之參考。In another embodiment, the analysis of the first data source and the second data source is to provide a basic forecast of future trends for the relevant raw materials or exchange rates with higher costs for the company for financial planning, sales or purchase. Reference for decision-making.
於另一實施例中,將公司之該封閉性資料與該開放性資料之未來預測結果做探勘分析,對公司經營管理指標做未來預測,如有發現異常現象則給經營者發出一預警訊息。In another embodiment, the closed data of the company and the future forecast results of the open data are explored and analyzed to predict the future of the company's business management indicators, and if an abnormal phenomenon is found, an early warning message is sent to the operator.
綜上所述,本發明之一種智慧分析系統,其通過在該伺服器上擷取該開放性資料及在該客戶端取得該封閉性資料,再藉由分析上述資料,經過資料萃取、轉換、載入處後,儲存於該資料庫中,其次,再運用人工智慧分析技術,將企業經營管理知識外化成一套經營管理系統,幫助管理者智慧經營。To sum up, the intelligent analysis system of the present invention retrieves the open data on the server and obtains the closed data on the client, and then analyzes the above data, through data extraction, conversion, After loading, it is stored in the database, and secondly, artificial intelligence analysis technology is used to externalize the business management knowledge into a set of management system to help managers operate smartly.
故本發明實為一具有新穎性、進步性及可供產業上利用者,應符合我國專利法專利申請要件無疑,爰依法提出發明專利申請,祈 鈞局早日賜准專利,至感為禱。Therefore, the present invention is really novel, progressive, and available for industrial use. It should meet the patent application requirements of my country's patent law. Undoubtedly, I filed an invention patent application in accordance with the law. I pray that the Bureau will grant the patent as soon as possible.
惟以上所述者,僅為本發明之較佳實施例而已,並非用來限定本發明實施之範圍,舉凡依本發明申請專利範圍所述之形狀、構造、特徵及精神所為之均等變化與修飾,均應包括於本發明之申請專利範圍內。However, the above are only the preferred embodiments of the present invention, and are not used to limit the scope of implementation of the present invention. For example, the shapes, structures, features and spirits described in the scope of the patent application of the present invention are equally changed and modified. , Should be included in the scope of patent application of the present invention.
10:伺服器 20:客戶端 30:處理單元 40:資料庫 50:操作界面 S1~S19:步驟10: Server 20: client 30: processing unit 40: database 50: Operation interface S1~S19: steps
第1圖:其為本發明之智慧分析系統之應用方法之流程圖一;以及 第2圖:其為本發明之智慧分析系統之應用方法之示意圖。Figure 1: It is the first flow chart of the application method of the intelligent analysis system of the present invention; and Figure 2: It is a schematic diagram of the application method of the intelligent analysis system of the present invention.
10:伺服器10: Server
20:客戶端20: client
30:第一應用程序30: The first application
40:第二應用程序40: The second application
50:第二認證機制50: The second authentication mechanism
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