CN117540713A - A method to generate reports with charts based on template configuration - Google Patents

Abstract

The invention relates to the technical field of data processing, and provides a method and a system for generating a report with a chart based on template configuration, wherein the method comprises the following steps: configuring service indexes in a report template; arranging a plurality of types of placeholders in the report template; correlating the acquired data for reporting with the business indexes in the reporting template, and assigning values to the business indexes according to the data for reporting; and filling the assigned business index data into the corresponding placeholder positions according to the assigned business index type to generate a report. The invention can dynamically generate the required data according to the business index in the report template without artificial change, thereby effectively improving the production efficiency. The present invention can extract report data from various databases, generate types such as graphics and charts from the report data, and fill the types into the placeholder positions designated by the templates to generate a report of the union of the graphics and charts. The invention solves the problem of inefficiency of manually filling the report in the traditional scheme, and can form a data report of the graph, the text and the combination.

Description

A method to generate reports with charts based on template configuration

Technical field

The present invention relates to the field of data processing technology, and in particular, to a method for generating a report with charts based on template configuration.

Background technique

With the development of information technology, enterprise informatization has been deeply rooted in the hearts of the people. Different departments of many large enterprises will build multiple informatization systems based on the needs of business development. To meet the needs of comprehensive enterprise management, it is also necessary to collect daily production and operation reports from different departments or to build an enterprise-level management cockpit. It is necessary to obtain various business data from different data sources in various departments or business channels and generate reports for intuitive viewing. It provides a comprehensive display to help corporate managers understand the operation of each business sector more intuitively and help companies prevent risks. In other words, most enterprises need an indicator data center to collect indicator data from various sectors and generate reports to assist administrative management.

In traditional solutions, people usually query relevant data from the database and then manually fill in the data into relevant reports. Moreover, manually filled reports usually only have text and data information, and cannot form icon reports.

Not only that, in traditional solutions, business indicators and indicator parameters are usually fixed, so the reports generated are only suitable for a single fixed scenario, have poor applicability, and cannot match usage scenarios with different needs.

Contents of the invention

The purpose of the present invention is to solve at least one technical problem in the background art and provide a method for generating a report with charts based on template configuration.

In order to achieve the above objectives, the present invention provides a method for generating a report with charts based on template configuration, including:

Configure business indicators in report templates;

Arrange various types of placeholders in report templates;

Associate the obtained report data with the business indicators in the report template, and assign values to the business indicators based on the report data;

According to the type of the assigned business indicator, fill in the assigned business indicator data into the corresponding placeholder position and generate a report.

According to one aspect of the present invention, configuring business indicators in the report template includes:

Configure the report template and create business indicators in the report template;

Create and manage indicator parameters associated with business indicators;

Generate indicator data based on indicator parameters, and assign values to business indicators through the indicator data.

According to one aspect of the present invention, managing the indicator parameters includes adding, modifying and/or deleting the indicator parameters.

According to one aspect of the present invention, the placeholders include: data placeholders, text placeholders, graphic placeholders, and table placeholders.

According to one aspect of the present invention, associating the obtained reporting data with the business indicators in the report template, and assigning values to the business indicators based on the reporting data includes:

Match report data with different indicator parameters in the report template;

Convert reporting data into indicator data corresponding to different indicator parameters;

Business indicators are assigned values through the converted indicator data.

According to one aspect of the present invention, according to the type of the assigned business indicator, filling the assigned business indicator data into the corresponding placeholder position and generating a report include:

Identify the type of assigned business indicators, including data, text, graphics and tables;

According to the type of the assigned business indicator, fill in each assigned business indicator into the placeholder position of the corresponding type to generate a report.

In order to achieve the above object, the present invention also provides a system for generating reports with charts based on template configuration, including:

Business indicator configuration module, configure business indicators in the report template;

Placeholder placement module, lays out various types of placeholders in report templates;

The business indicator assignment module associates the obtained report data with the business indicators in the report template, and assigns values to the business indicators based on the report data;

The report generation module fills in the assigned business indicator data into the corresponding placeholder positions according to the type of the assigned business indicator, and generates a report.

In order to achieve the above object, the present invention also provides an electronic device, including a processor, a memory and a computer program stored on the memory and executable on the processor. When the computer program is executed by the processor Implement the method described above to generate a report with charts based on template configuration.

In order to achieve the above object, the present invention also provides a computer-readable storage medium. A computer program is stored on the computer-readable storage medium. When the computer program is executed by a processor, the computer program can generate a report with a chart based on the template configuration as described above. Methods.

According to one solution of the present invention, a method for generating a report with a chart based on template configuration includes: configuring business indicators in the report template; arranging multiple types of placeholders in the report template; and combining the obtained report data with the report template Association of business indicators, assign values to business indicators based on report data; according to the type of the assigned business indicators, fill in the assigned business indicator data into the corresponding placeholder positions to generate a report. According to the solution of the present invention, the present invention can dynamically generate required data according to the business indicators in the report template without manual changes, effectively improving production efficiency. Moreover, the present invention can extract reporting data from various databases, generate graphics, charts and other types from the reporting data, and then fill in the placeholder positions specified in the template to generate a report with pictures and text.

According to the solution of the present invention, the present invention solves the inefficiency problem of manually filling in the report in the traditional solution and can form a data report with pictures and texts. Moreover, the reports generated by the present invention can be applied to different usage scenarios, and the icon reports can be customized according to needs, making the applicability better and matching usage scenarios with different needs.

Description of drawings

FIG. 1 schematically represents a flow chart of a method for generating a report with charts based on template configuration according to an embodiment of the present invention.

Detailed ways

The present invention will now be discussed with reference to exemplary embodiments. It should be understood that the embodiments discussed are merely to enable those of ordinary skill in the art to better understand and thereby implement the contents of the invention, and do not imply any limitation on the scope of the invention.

As used herein, the term "includes" and variations thereof are to be read as an open-ended term meaning "including, but not limited to." The term "based on" is to be read as "based at least in part on." The terms "one embodiment" and "an embodiment" are to be read as "at least one embodiment."

FIG. 1 schematically represents a flow chart of a method for generating a report with charts based on template configuration according to an embodiment of the present invention. As shown in Figure 1, in this implementation, a method for generating a report with charts based on template configuration includes:

a. Configure business indicators in the report template;

b. Arrange multiple types of placeholders in the report template;

c. Associate the obtained report data with the business indicators in the report template, and assign values to the business indicators based on the report data;

d. According to the type of the assigned business indicator, fill in the assigned business indicator data into the corresponding placeholder position and generate a report.

According to the above solution of the present invention, the present invention can dynamically generate required data according to the business indicators in the report template without manual changes, effectively improving production efficiency. Moreover, the present invention can extract reporting data from various databases, generate graphics, charts and other types from the reporting data, and then fill in the placeholder positions specified in the template to generate a report with pictures and text.

According to an implementation manner of the present invention, in the above step a, business indicators are configured in the report template, including:

Configure the report template and create business indicators in the report template;

Create and manage indicator parameters associated with business indicators;

Generate indicator data based on indicator parameters, and assign values to business indicators through the indicator data.

In this embodiment, managing indicator parameters includes adding, modifying, and/or deleting indicator parameters.

In this implementation, placeholders include: data placeholders, text placeholders, graphics placeholders, and table placeholders.

Further, according to an embodiment of the present invention, in the above-mentioned step c, the obtained reporting data is associated with the business indicators in the report template, and the business indicators are assigned values based on the reporting data, including:

Match report data with different indicator parameters in the report template;

Convert reporting data into indicator data corresponding to different indicator parameters;

Business indicators are assigned values through the converted indicator data.

Further, according to an embodiment of the present invention, in the above step d, according to the type of the assigned business indicator, the assigned business indicator data is filled in the corresponding placeholder position, and a report is generated, including:

Identify the type of assigned business indicators, including data, text, graphics and tables;

According to the type of the assigned business indicator, fill in each assigned business indicator into the placeholder position of the corresponding type to generate a report.

According to the above solution of the present invention, the present invention solves the inefficiency problem of manually filling in the report in the traditional solution and can form a data report with pictures and texts. Moreover, the reports generated by the present invention can be applied to different usage scenarios, and the icon reports can be customized according to needs, making the applicability better and matching usage scenarios with different needs.

Further, in order to achieve the above object, the present invention also provides a system for generating a report with charts based on template configuration, including:

Business indicator configuration module, configure business indicators in the report template;

Placeholder placement module, lays out various types of placeholders in report templates;

The business indicator assignment module associates the obtained report data with the business indicators in the report template, and assigns values to the business indicators based on the report data;

The report generation module fills in the assigned business indicator data into the corresponding placeholder positions according to the type of the assigned business indicator, and generates a report.

According to the above solution of the present invention, the present invention can dynamically generate required data according to the business indicators in the report template without manual changes, effectively improving production efficiency. Moreover, the present invention can extract reporting data from various databases, generate graphics, charts and other types from the reporting data, and then fill in the placeholder positions specified in the template to generate a report with pictures and text.

According to an implementation manner of the present invention, in the above-mentioned business indicator configuration module, business indicators are configured in the report template, including:

Configure the report template and create business indicators in the report template;

Create and manage indicator parameters associated with business indicators;

Generate indicator data based on indicator parameters, and assign values to business indicators through the indicator data.

In this embodiment, managing indicator parameters includes adding, modifying, and/or deleting indicator parameters.

In this implementation, placeholders include: data placeholders, text placeholders, graphics placeholders, and table placeholders.

Further, according to an embodiment of the present invention, in the above-mentioned business indicator assignment module, the acquired reporting data is associated with the business indicators in the report template, and the business indicators are assigned values based on the reporting data, including:

Match report data with different indicator parameters in the report template;

Convert reporting data into indicator data corresponding to different indicator parameters;

Business indicators are assigned values through the converted indicator data.

Further, according to an embodiment of the present invention, in the above-mentioned report generation module, according to the type of the assigned business indicator, the assigned business indicator data is filled in the corresponding placeholder position, and the report is generated, including:

Identify the type of assigned business indicators, including data, text, graphics and tables;

According to the type of the assigned business indicator, fill in each assigned business indicator into the placeholder position of the corresponding type to generate a report.

According to the above solution of the present invention, the present invention solves the inefficiency problem of manually filling in the report in the traditional solution and can form a data report with pictures and texts. Moreover, the reports generated by the present invention can be applied to different usage scenarios, and the icon reports can be customized according to needs, making the applicability better and matching usage scenarios with different needs.

Further, in order to achieve the above object, the present invention also provides an electronic device, including a processor, a memory and a computer program stored in the memory and executable on the processor. When the computer program is executed by the processor, the above template-based configuration is realized. Methods for generating reports with charts.

Further, in order to achieve the above object, the present invention also provides a computer-readable storage medium. The computer-readable storage medium stores a computer program. When the computer program is executed by the processor, the above-mentioned method of generating a report with a chart based on template configuration is implemented.

Further, the above solution of the present invention is described in detail below with a specific embodiment.

Example 1

Data and text placeholder conversion:

Data and text are extracted from the platform database, and then associated with the business indicators in the report template. After assigning values to the business indicators, the placeholder positions in the template are replaced to generate formal report data. For example:

Platform user activity rate (business indicators):

Last week, the cumulative number of people logged in to the infrastructure platform was {total} (indicator parameter), {activeunit} (indicator parameter) and {activenum} (indicator parameter) units. The overall application situation was good, and the overall login rate was 100%. Please ask all units Continue to maintain; the login rate of {unactiveunit} and other {unactivenum} units is lower than 100%.

The actual generated report replaces the specific value of "number of units with landing rate up to standard" into "activenum" in the template. The actual effect is as follows:

Platform user activity rate:

Last week, the cumulative number of people logged in to the infrastructure platform was 3,293 (indicator data) (i.e., assigning values to business indicators). Among them, 15 units (the first to the fifteenth companies respectively) (indicator data) had good overall application conditions and the overall login rate is 100%, please continue to maintain it; 5 units (16th to 20th companies) (indicator data) have a login rate lower than 100%.

Graphics class placeholder conversion:

The format of the graphics placeholder is "{img_" + the id of the report corresponding to the graphic + "}". The graphics placeholder will extract the data that the graphics depends on and the graphics generation configuration file from the assigned business indicators, generate the required graphics based on this, and replace the corresponding placeholders.

Table class placeholder conversion:

The format of the table placeholder is "{table_" + the id of the report corresponding to the table + "}". The table placeholder will extract the dependent data from the assigned business indicators. Except for the first column that automatically adds a serial number, the rest will be output to the report as is. Based on this, the required table will be generated and the corresponding placeholder will be replaced. .

Paragraph placeholder conversion:

The format of the paragraph placeholder is "{list_" + the id of the report corresponding to the table + "_" + which field should be used as text paragraph data + "}". Paragraph placeholders will extract the dependent data from the assigned business indicators, and replace the corresponding placeholders with multiple pieces of queried data in a segmented list.

Those of ordinary skill in the art can appreciate that the modules and algorithm steps described in conjunction with the embodiments disclosed herein can be implemented with electronic hardware, or a combination of computer software and electronic hardware. Whether these functions are performed in hardware or software depends on the specific application and design constraints of the technical solution. Skilled artisans may implement the described functionality using different methods for each specific application, but such implementations should not be considered to be beyond the scope of the present invention.

Those skilled in the art can clearly understand that for the convenience and simplicity of description, the specific working processes of the devices and equipment described above can be referred to the corresponding processes in the foregoing method embodiments, and will not be described again here.

In the embodiments provided in this application, it should be understood that the disclosed devices and methods can be implemented in other ways. For example, the device embodiments described above are only illustrative. For example, the division of modules is only a logical function division. In actual implementation, there may be other division methods. For example, multiple modules or components may be combined or can be integrated into another system, or some features can be ignored, or not implemented. On the other hand, the coupling or direct coupling or communication connection between each other shown or discussed may be through some interfaces, indirect coupling or communication connection of devices or modules, and may be in electrical, mechanical or other forms.

The modules described as separate components may or may not be physically separated, and the components shown as modules may or may not be physical modules, that is, they may be located in one place, or they may be distributed to multiple network modules. Some or all of the modules can be selected according to actual needs to achieve the purpose of the embodiments of the present invention.

In addition, each functional module in the embodiment of the present invention can be integrated into one processing module, or each module can exist physically alone, or two or more modules can be integrated into one module.

If the functions are implemented in the form of software function modules and sold or used as independent products, they can be stored in a computer-readable storage medium. Based on this understanding, the technical solution of the present invention essentially or the part that contributes to the existing technology or the part of the technical solution can be embodied in the form of a software product. The computer software product is stored in a storage medium, including Several instructions are used to cause a computer device (which may be a personal computer, a server, or a network device, etc.) to execute all or part of the steps of the energy-saving signal sending/receiving method in various embodiments of the present invention. The aforementioned storage media include: U disk, mobile hard disk, ROM, RAM, magnetic disk or optical disk and other media that can store program codes.

The above description is only a preferred embodiment of the present application and an explanation of the technical principles used. Those skilled in the art should understand that the scope of the invention involved in this application is not limited to technical solutions formed by a specific combination of the above technical features, but should also cover any combination of the above technical features without departing from the concept of the invention. or other technical solutions formed by any combination of equivalent features. For example, a technical solution is formed by replacing the above features with technical features with similar functions disclosed in this application (but not limited to).

It should be understood that the sequence number of each step in the content of the present invention and the embodiments does not absolutely mean the order of execution. The execution order of each process should be determined by its function and internal logic, and should not be determined by the execution order of the embodiments of the present invention. The implementation process constitutes no limitation.

Claims (9)

1. A method for generating a chart report based on template configuration, which is characterized by including: Configure business indicators in report templates; Arrange various types of placeholders in report templates; Associate the obtained report data with the business indicators in the report template, and assign values to the business indicators based on the report data; According to the type of the assigned business indicator, fill in the assigned business indicator data into the corresponding placeholder position and generate a report. 2. The method for generating a chart report based on template configuration according to claim 1, characterized in that configuring business indicators in the report template includes: Configure the report template and create business indicators in the report template; Create and manage indicator parameters associated with business indicators; Generate indicator data based on indicator parameters, and assign values to business indicators through the indicator data. 3. The method for generating a report with a chart based on template configuration according to claim 2, wherein managing the indicator parameters includes adding, modifying and/or deleting the indicator parameters. 4. The method for generating a report with charts based on template configuration according to claim 1, characterized in that the placeholders include: data placeholders, text placeholders, graphics placeholders, table placeholders Placeholder. 5. The method for generating a report with a chart based on template configuration according to claim 1, characterized in that the obtained report data is associated with the business indicators in the report template, and the business indicators are assigned values according to the report data, including : Match report data with different indicator parameters in the report template; Convert reporting data into indicator data corresponding to different indicator parameters; Business indicators are assigned values through the converted indicator data. 6. The method for generating a report with a chart based on template configuration according to any one of claims 1 to 5, characterized in that according to the type of the assigned business indicator, the assigned business indicator data is filled in the corresponding placeholder position, generate a report including: Identify the type of assigned business indicators, including data, text, graphics and tables; According to the type of the assigned business indicator, fill in each assigned business indicator into the placeholder position of the corresponding type to generate a report. 7. A system for generating reports with charts based on template configuration, which is characterized by including: Business indicator configuration module, configure business indicators in the report template; Placeholder placement module, lays out various types of placeholders in report templates; The business indicator assignment module associates the obtained report data with the business indicators in the report template, and assigns values to the business indicators based on the report data; The report generation module fills in the assigned business indicator data into the corresponding placeholder positions according to the type of the assigned business indicator, and generates a report. 8. Electronic equipment, characterized in that it includes a processor, a memory and a computer program stored on the memory and executable on the processor. When the computer program is executed by the processor, the computer program implements claim 1 The method for generating a chart report based on template configuration as described in any one of to 6. 9. Computer-readable storage medium, characterized in that a computer program is stored on the computer-readable storage medium, and when the computer program is executed by a processor, the template-based configuration according to any one of claims 1 to 6 is implemented. Methods for generating reports with charts.