CN114218226A

CN114218226A - Report information system

Info

Publication number: CN114218226A
Application number: CN202111582940.2A
Authority: CN
Inventors: 陈天; 田雪松
Original assignee: Beijing Yundie Zhixue Technology Co ltd
Current assignee: Beijing Yundie Zhixue Technology Co ltd
Priority date: 2021-12-22
Filing date: 2021-12-22
Publication date: 2022-03-22

Abstract

The invention relates to a report information system, comprising: the report template generating module, the report information filling module and the report information analyzing module are arranged in the report template generating module; the report template generating module is used for creating a report template according to a template generating request input by a user; the report information filling module is used for filling a report template according to the screening information input by the user to generate report information; and the report information analysis module is used for analyzing the report information according to the analysis request input by the user to obtain report analysis result information. The report information system can automatically generate different report templates according to the configuration requirements of users, avoids repeated development of similar functions, analyzes data according to one or more items of the title, the row information, the column information and the associated data source of the report, generates a more comprehensive report information analysis result, improves the efficiency of generating, filling and analyzing the report information, shortens the processing time of the report information, realizes the universality of the report and saves the development cost.

Description

Report information system

Technical Field

The invention relates to the technical field of information, in particular to a report information system.

Background

Today, the internet is rapidly developing, and the internet is changing greatly all the time, no matter in the aspects of governments, enterprises and even society. It is important to capture the data of these changes to form a report.

The report forms are important components of the information management system. Due to the wide variety, frequent change and high timeliness of the report forms, the report forms need to be generated accurately in time. In the development process of the data application system, a report engine is developed, and can define the format of the report and the algorithm of the report on the basis of original data, automatically execute calculation according to the defined algorithm, output the calculated result and display the content of the report according to the defined report format.

There is currently a need for generating reports in a stand-alone environment. However, the conventional single-machine report generation tool usually generates multiple pages of the same report according to one model, and can only provide the simplest table form to display data, and the generated report has a single format, cannot implement flexible configuration of a data calculation method, causes a large amount of repeated work, and has poor expandability, poor maintainability, and high development cost.

In addition, the analysis report forming the report is generally formed by analyzing in advance according to the requirements by service personnel and then processing, processing and typesetting. The following disadvantages exist: the manual work is needed to participate in the process at regular time, so that the time of personnel is occupied, and the manpower resource is wasted; the generated analysis report is generally disposable and cannot be reused and displayed in real time.

Therefore, it is necessary to provide a system capable of efficiently processing report information.

Disclosure of Invention

The invention aims to provide a report information system aiming at the defects of the prior art, which can automatically generate different report templates according to the configuration requirements of users, avoid the repeated development of similar functions, analyze data of one or more items of title, row information, column information and associated data sources of reports, generate more comprehensive report information analysis results, improve the efficiency of generating, filling and analyzing the report information, shorten the processing time of the report information, realize the universality of the reports and save the development cost.

In order to achieve the above object, the present invention provides a report information system, including: the report template generating module, the report information filling module and the report information analyzing module are arranged in the report template generating module;

the report template generating module is used for creating a report template according to a template generating request input by a user;

the report information filling module fills a report template according to the screening information input by the user to generate report information;

and the report information analysis module analyzes the report information according to the analysis request input by the user to obtain report analysis result information.

Preferably, the template generation request includes: framework information and type information; the report template creating module specifically includes, according to a template creating request input by a user:

the report template generation module acquires a data source according to the type information;

and generating a report template according to the frame information and the data source.

Further preferably, the framework information includes: table information, item information, and presentation mode information; the generating of the report template according to the frame information and the data source specifically includes:

the report template generating module searches the data source according to the item information and determines the search result as an item attribute;

establishing an incidence relation between the item attribute and the item information;

establishing an incidence relation between the item information and the table information;

and establishing the incidence relation between the table information and the display mode information.

Further preferably, the framework information further includes: sub-table information;

the report template generation module is used for establishing the incidence relation between the sub-table information and the item information;

and establishing the incidence relation between the table information and the sub-table information.

Further preferably, the sub-table information includes: first sub-table information and second sub-table information;

and the report template generation module is used for establishing the association relationship between the first sub-table information and the second sub-table information according to the item information.

Preferably, the report information filling module fills the report template according to the filtering information input by the user, and generating the report information specifically includes:

the report information filling module determines filling information according to the screening information and the data source; the padding information includes item information;

and filling the filling information into the report template according to the item information.

Preferably, the analysis request includes: a report ID; the report information analysis module analyzes the report information according to an analysis request input by a user, and the report analysis result information obtaining specifically comprises:

the report information analysis module searches a report data source according to the report ID to obtain first report information; the first report information comprises: header information, row information, column information;

extracting keywords according to the title information, and determining the type information of the report according to the keywords;

judging whether an association relationship exists between the row information and/or the column information;

when an incidence relation exists between the row information and/or the column information, determining main item information and sub item information according to the incidence relation;

analyzing and processing according to the main item information and the sub item information to obtain first analysis result information;

judging whether the main item information has an associated data source;

when the main item information has an associated data source, analyzing and processing according to the associated data source to obtain second analysis result information;

performing data analysis processing according to the row information and/or the column information to obtain third analysis result information;

and generating report analysis result information according to the type information, the first analysis result information, the second analysis result information and the third analysis result information.

Further preferably, when there is no association between the row information and/or the column information, the report information analysis module determines whether the row information and/or the column information has an associated data source;

when the row information and/or the column information has an associated data source, analyzing and processing according to the associated data source to obtain fourth analysis result information;

generating report analysis result information according to the type information, the third analysis result information and the fourth analysis result information;

and when the row information and/or the column information do not have an associated data source, generating report analysis result information according to the type information and the third analysis result information.

Further preferably, when the main item information does not have an associated data source, the report information analysis module generates report analysis result information according to the type information, the first analysis result information and the third analysis result information.

Further preferably, the extracting a keyword according to the header information and determining the type information of the report according to the keyword specifically includes:

performing semantic analysis processing according to the header information, and performing segmentation processing according to a semantic analysis result to obtain a plurality of word information;

and searching a preset word information base according to the word information, determining a keyword according to a search result, and determining the type information of the report according to the keyword.

The report information system provided by the embodiment of the invention can automatically generate different report templates according to the configuration requirements of users, avoids repeated development of similar functions, performs data analysis on one or more items of title, row information, column information and associated data sources of the report, generates more comprehensive report information analysis results, improves the efficiency of report information generation, filling and analysis, shortens the report information processing time, realizes the universality of the report, and saves the development cost.

Drawings

Fig. 1 is a schematic diagram of a report information system according to an embodiment of the present invention.

Detailed Description

The technical solution of the present invention is further described in detail by the accompanying drawings and embodiments.

The report information system provided by the invention can automatically generate different report templates according to the configuration requirements of users, avoids repeated development of similar functions, performs data analysis on one or more items of title, row information, column information and associated data sources of the report, generates more comprehensive report information analysis results, improves the efficiency of generating, filling and analyzing the report information, shortens the processing time of the report information, realizes the universality of the report and saves the development cost.

Fig. 1 is a schematic diagram of a report information system according to an embodiment of the present invention, and the following detailed description is provided on a technical solution of the present invention with reference to fig. 1.

The report information system comprises: the report template generating module 100, the report information filling module 200 and the report information analyzing module 300. The report template generating module 100 creates a report template according to a template generating request input by a user. The report information filling module 200 fills the report template according to the screening information input by the user, and generates report information. The report information analysis module 300 analyzes the report information according to the analysis request input by the user to obtain report analysis result information.

The report template creating module specifically creates a report template according to a template generating request input by a user, including the following steps 101-102.

Step 101, a report template generation module acquires a data source according to type information;

specifically, the template generation request includes: frame information, type information, user ID, and/or report template ID.

Wherein, the user refers to a report generation initiating request terminal. The type information refers to the type of the report template. The framework information refers to requirement information for building a report template.

In the embodiment of the invention, a user can recreate a new report template according to requirements and fill the new report template with contents to generate report information. The existing report template can be directly obtained from the report template data source, so that repeated report template creation is avoided, the time cost is saved, and the report generation efficiency is improved.

The data sources include two major categories, the first category is a development data source for generating report templates, such as a control data source and a function data source. The second type is a data source used to populate the report template, such as a people list, paytables. The control data sources include: the system comprises a plurality of control types such as texts, text fields, numbers, passwords, button check boxes, check box groups, radio button groups, date drop-down boxes, drop-down check boxes, time, multi-file upload lists, webpage boxes, drop-down trees, form trees, view trees and the like, and supports predefined controls and self-defined controls.

In addition, the data source can be a local database of the client, and data corresponding to the item information of the report template is extracted from the data source by capturing the data in the local database. The data source can also be a network database, and data corresponding to the item information of the report template is extracted from the data source through a data interaction interface with the network database.

And 102, generating a report template according to the frame information and the data source.

Specifically, the framework information includes: table information, item information, and presentation mode information. And the report template generation module searches a data source according to the item information and determines the search result as an item attribute. And establishing an association relation between the item attribute and the item information. And establishing the association relationship between the item information and the table information. And establishing the incidence relation between the table information and the display mode information.

The frame information refers to the structure forming the report template, and comprises table layout in the report, visualization mode of the table, row and column items in the table and the like. The data source searched according to the item information mainly refers to an attribute data source of the cell corresponding to the item information. Presentation information refers to the way tables are visualized, such as bar charts, pie charts, data sheets, and the like. The report template is constructed by respectively establishing the association relationship between the item attribute and the item information, the item information and the table information, and the table information and the display mode information.

In the embodiment of the invention, in order to save time cost, the existing report template can be modified, for example, the display mode information of the existing report template is modified to be a new report template meeting the requirement.

The framework information further includes: sub-table information. The sub-table information includes: first sub-table information and second sub-table information. And the report template generation module is used for establishing the incidence relation between the sub-list information and the item information. And the report template generation module is used for establishing the incidence relation between the table information and the sub-table information. And the report template generation module is used for establishing the association relationship between the first sub-table information and the second sub-table information according to the item information.

For convenience of presentation, a report has not only one piece of table information, but also the piece of table information is associated with the data of the sub-table information, that is, the data of the sub-table information changes, and the data of the corresponding piece of table information also changes. And establishing the incidence relation between the sub-table information and the item information. And establishing the incidence relation between the table information and the sub-table information.

In a further preferred embodiment, the data between the sub-table information is also related. And establishing the association relationship between the first sub-table information and the second sub-table information according to the item information.

The embodiment of the invention can perform multi-source data association, so that the data of the same report comes from a plurality of different tables of the same data source or a plurality of different data sources.

In order to facilitate the consulting and managing of the report template, after the report template is generated according to the frame information and the data source, the report template further comprises: type information, report template ID. And storing the report template according to the type information. And establishing a report template data source according to the report template ID.

The embodiment of the invention supports version management of the developed report template, and supports the storage of the historical version, the restoration of the historical version, the deletion of the historical version and the like. The development process is controlled by a user conveniently, and the project risk caused by accidental editing and modification or file damage is reduced.

The report information filling module fills the report template according to the screening information input by the user, and the generating of the report information specifically includes the following steps 111 and 112.

Step 111, the report information filling module determines filling information according to the screening information and the data source;

specifically, the method comprises the following steps. The padding information includes item information. The filtering information refers to information for filtering the filling content of the report template.

And step 112, filling the filling information into the report template according to the item information.

And determining filling information according to the screening information and the data source. The padding information includes item information. And filling the filling information into the report template according to the item information.

Optionally, because the number of report cells in the report template is large, there may be a case where the report cell of the corresponding data cannot be found in the data source, and for the report cell of the corresponding data cannot be found in the data source, the embodiment of the present invention may consider that the report cell may not be filled with data, and there is no subsequent process of processing the filled data, and the content of the report cell may be empty.

The specific data filling mode includes a Structured Query Language (SQL) filling mode and an entity filling mode, and both filling modes can generate the report information, but the implementation forms are different. The sql filling mode is realized through sql statements, and the generation of a comprehensive report form by multiple lists and multiple diagrams is supported. The entity filling mode requires that a user uploads a file on the display layer and formulates a corresponding directory for filling.

In a preferred scheme, the embodiment of the invention can also determine the user authority information according to the user ID. A plurality of report makers can be connected to the same report running environment, and the operable range of each maker is controlled according to the authority, so that the safety of data and files under the working condition of a plurality of workers is guaranteed.

In another preferred embodiment, to prevent a situation where multiple persons edit the same file at the same time, causing file conflicts. The report template comprises: status information. The state information includes: a locked state and an unlocked state. And when any user fills the report template, determining that the state information of the report template is in a locked state. And when the state information of the report template is in an unlocked state, determining the first report template according to the report template ID. And filling the first report template according to the screening result. That is to say, the report template does not allow multiple users to edit simultaneously, and when any user edits, other users cannot acquire the report template, so that file editing conflicts are effectively prevented.

Analyzing the report information according to the analysis request input by the user, and obtaining report analysis result information specifically includes the following steps 121-129. The analysis request includes: and reporting the ID.

Step 121, the report information analysis module searches a report data source according to the report ID to obtain first report information;

specifically, the first report information includes: header information, row information, column information.

Step 122, extracting keywords according to the title information, and determining the type information of the report according to the keywords;

specifically, semantic analysis processing is performed according to the header information, and segmentation processing is performed according to a semantic analysis result to obtain a plurality of word information. And searching a preset word information base according to the word information, determining a keyword according to a search result, and determining the type information of the report according to the keyword.

The method comprises the following steps of searching a preset word information base according to word information, and determining keywords according to a search result, wherein the keyword specifically comprises the following steps: and judging whether the word information exists in the preset word information base or not. And when the word information exists in the preset word information base, determining the word information as the keyword. When no word information exists in the preset word information base, acquiring a plurality of associated word information according to the word information, sequencing according to the matching degree of the associated word information and the word information, and determining the first associated word information after sequencing, namely the associated word information with the highest matching degree with the word information, as a keyword. And finally, determining the type information corresponding to the keyword as the type information of the report according to the keyword.

In a specific example, the title information of the report is a 12-month financial report, the 3 word information of the 12-month financial statement and the report is obtained by segmenting words according to semantics, the keyword is determined to be the financial statement through semantic analysis, the keyword is searched in a preset word information base, after the preset word financial statement is found, the financial statement is determined to be the keyword, and the type corresponding to the financial statement is determined to be the financial type.

In another specific example, the header information of the report is a 12 month salary report, the 3 words information of the 12 month salary, salary and report is obtained according to semantic word segmentation, the keyword is determined to be salary through semantic analysis, the keyword is searched in a preset word information base, after the preset word salary is not found, the related word of the salary is determined to be financial, the financial is finally determined to be the keyword, and the type corresponding to the financial is determined to be the financial type.

Step 123, judging whether an association relationship exists between the row information and/or the column information;

when there is an association relationship between the row information and/or the column information, step 124 and 129 are executed; when there is no association between the row information and/or the column information, step 130 and step 133 are performed.

Wherein, the relation that obtains another item of information according to a certain item of information exists between the row information and/or the column information of the associated relation. For example, a student score table includes the scores of name, class, language, mathematics, English, general scores and ranking information. Then, since the total score is obtained by summing the scores of the individual subjects of the language, the mathematics and the English, there is an association relationship between the language and the total score, the mathematics and the total score, and the English and the total score. But there is no relationship between the languages, mathematics and English.

Similarly, associating with a data source means that a certain item of information is obtained from the data source and is not directly populated by the user. Following the example of the previous paragraph, names are imported directly from the data source, and the associated name information table is the associated data source.

Step 124, determining the main item information and the sub item information according to the association relation;

specifically, the sub-item information is obtained by performing certain processing according to one or more main item information. One sub item information may correspond to a plurality of main item information, and one main item information may also correspond to a plurality of sub item information. In the above example, the main item information is the language, mathematics and English, and the sub item information is the total score.

Step 125, analyzing and processing according to the main item information and the sub item information to obtain first analysis result information;

step 126, judging whether the main item information has an associated data source;

when the main item information has an associated data source, go to step 127; when the main item information does not have an associated data source, step 150 is executed, and the report information analysis module generates report analysis result information according to the type information, the first analysis result information and the third analysis result information.

Step 127, performing analysis processing according to the associated data source to obtain second analysis result information;

step 128, performing data analysis processing according to the row information and/or the column information to obtain third analysis result information;

and 129, generating report analysis result information according to the type information, the first analysis result information, the second analysis result information and the third analysis result information.

Step 130, the report information analysis module determines whether the row information and/or the column information has an associated data source.

Step 131 is performed when the row information and/or the column information has an associated data source, and step 133 is performed when the row information and/or the column information does not have an associated data source.

And 131, analyzing and processing according to the associated data source to obtain fourth analysis result information.

And 132, generating report analysis result information according to the type information, the third analysis result information and the fourth analysis result information.

And step 133, generating report analysis result information according to the type information and the third analysis result information.

In a preferred embodiment, the analysis request further comprises: the user ID. And determining the department information of the user according to the user ID, and determining the authority information according to the department information. The authority information includes: resource authority, operation authority and role authority. The resource authority mainly refers to the access authority of the report, for example, the data displayed when different users access the same report are different. The operation authority mainly refers to the authority of a toolbar and the cell filling authority of a report. The role authority refers to different access editing authorities according to departments and different responsibilities of users.

In another preferred scheme, in order to ensure the correctness of the data of the report, the cells are verified according to the row information and/or the column information corresponding to each cell of the report information, and verification result information is output. The verification result information includes: and (4) passing and failing. In a further preferred scheme, when the check result information is unqualified, outputting a unqualified reason.

In a specific example, whether the information in the cell conforms to the numerical format corresponding to the row information is determined, and whether the cell conforms to the two decimal places required by the column information is determined. And when the cell meets the requirements of the row information and the column information at the same time, judging that the verification result information of the cell is qualified.

When the information in the cell is in a text format, the output cell is unqualified in verification, and the output cell format is wrong. When the information in the unit cell is in a numerical value format but has no decimal, the output is that the unit cell is unqualified in verification, and the output unit cell is not a two-digit decimal. On the basis, the row and column coordinates of the corresponding output cells can be output, or the cells with unqualified checking result information are marked on the report form, so that the user can conveniently search.

In the preferred scheme, after the report analysis result information is generated, the report analysis result information is sent to a preset user. Or sending the report analysis result information to a preset user according to the report and the authority information of the associated data source. Specifically, the level corresponding to the lower authority information in the report and the associated data source is determined as a first level, and the report analysis result information is sent to the user corresponding to the first level or more.

The report information system can automatically generate different report templates according to the configuration requirements of users, avoids repeated development of similar functions, analyzes data according to one or more items of the title, the row information, the column information and the associated data source of the report, generates a more comprehensive report information analysis result, improves the efficiency of generating, filling and analyzing the report information, shortens the processing time of the report information, realizes the universality of the report and saves the development cost.

Those of skill would further appreciate that the various illustrative components and algorithm steps described in connection with the embodiments disclosed herein may be implemented as electronic hardware, computer software, or combinations of both, and that the various illustrative components and steps have been described above generally in terms of their functionality in order to clearly illustrate this interchangeability of hardware and software. Whether such functionality is implemented as hardware or software depends upon the particular application and design constraints imposed on the implementation. Skilled artisans may implement the described functionality in varying ways for each particular application, but such implementation decisions should not be interpreted as causing a departure from the scope of the present invention.

The steps of a method or algorithm described in connection with the embodiments disclosed herein may be embodied in hardware, a software module executed by a processor, or a combination of the two. A software module may reside in Random Access Memory (RAM), memory, Read Only Memory (ROM), electrically programmable ROM, electrically erasable programmable ROM, registers, hard disk, a removable disk, a CD-ROM, or any other form of storage medium known in the art.

The above-mentioned embodiments are intended to illustrate the objects, technical solutions and advantages of the present invention in further detail, and it should be understood that the above-mentioned embodiments are merely exemplary embodiments of the present invention, and are not intended to limit the scope of the present invention, and any modifications, equivalent substitutions, improvements and the like made within the spirit and principle of the present invention should be included in the scope of the present invention.

Claims

1. A reporting information system, comprising: the report template generating module, the report information filling module and the report information analyzing module are arranged in the report template generating module;

2. A reporting information system as in claim 1, wherein the template generation request comprises: framework information and type information; the report template creating module specifically includes, according to a template creating request input by a user:

3. A reporting information system as in claim 2, wherein the framework information comprises: table information, item information, and presentation mode information; the generating of the report template according to the frame information and the data source specifically includes:

4. A reporting information system as in claim 3, wherein the framework information further comprises: sub-table information;

5. A reporting information system as in claim 4, wherein the sub-table information comprises: first sub-table information and second sub-table information;

6. The reporting information system of claim 1, wherein the reporting information populating module populates the reporting template according to the screening information input by the user, and generating the reporting information specifically comprises:

7. A reporting information system as in claim 1, wherein the analysis request comprises: a report ID; the report information analysis module analyzes the report information according to an analysis request input by a user, and the report analysis result information obtaining specifically comprises:

judging whether the main item information has an associated data source;

8. A reporting information system as in claim 7, wherein the reporting information analysis module determines whether the row information and/or the column information has an associated data source when there is no correlation between the row information and/or the column information;

9. A reporting information system as in claim 7, wherein the reporting information analysis module generates reporting analysis result information according to the type information, the first analysis result information, and the third analysis result information when the primary item information does not have an associated data source.

10. A reporting information system as in claim 7, wherein the extracting a keyword according to the header information and determining the type information of the report according to the keyword specifically comprises: