A method for generating a row-column report template

Abstract

This application provides a method for generating row and column report templates, enabling flexible and customizable report development. It can be applied to various business systems that require report generation, such as enterprise management systems, ERP systems, human resources and tax systems, and supply chain systems. The method includes: determining N dimensions of target data within a data warehouse, where each dimension is a classification standard for the target data, and N is greater than 2; dividing the N dimensions into X row setting dimensions and Y column setting dimensions; obtaining at least one set of row headers and their row hierarchy information corresponding to each row setting dimension, and obtaining at least one set of column headers and their column hierarchy information corresponding to each column setting dimension; generating a row and column report template for displaying the target data; wherein the row and column report template displays at least one set of row headers according to the row hierarchy information and at least one set of column headers according to the column hierarchy information. This application allows users to flexibly and customizablely develop row and column report templates.

Description

TECHNICAL FIELD

[0001] Embodiments of the present application relate to the field of accounting statements, and in particular to a method for generating a row-column statement template. BACKGROUND

[0002] In the field of accounting statements, statement templates are produced by customization. The statement template used by a user is fixed. Customization refers to a situation where a user proposes a functional requirement to a software manufacturer according to the user's own use needs, and the software manufacturer develops a statement template that meets the functional requirement. The statement template is a fixed statement template that can only cover some fixed scenarios and cannot meet the user's changing functional requirements. When the user's own use needs change and new functional requirements that cannot be met by the statement template arise, secondary development is required. During secondary development, the user proposes new functional requirements to the software manufacturer, and the software manufacturer develops a statement template that meets the new functional requirements. The development method can be using a patch or a new version. Accounting statements are pre-installed with fixed statement templates when they are shipped or the statement templates are constantly enriched with patches.

[0003] The statement template produced by customization must be developed by the software manufacturer as a new version or a patch, and the statement template is difficult to update. SUMMARY

[0004] Embodiments of the present application provide a method for generating a row-column statement template, which is used to realize self-defined and flexible development of a statement.

[0005] A first aspect of embodiments of the present application provides a method for generating a row-column statement template, comprising:

[0006] determining N dimensions of target data in a data warehouse, the dimensions being classification criteria of the target data, and N being greater than 2;

[0007] dividing the N dimensions into X row setting dimensions and Y column setting dimensions;

[0008] obtaining at least one group of row titles corresponding to the row setting dimensions and row level information of the at least one group of row titles, and obtaining at least one group of column titles corresponding to the column setting dimensions and column level information of the at least one group of column titles;

[0009] generating a row-column statement template for displaying the target data, wherein the row-column statement template displays the at least one group of row titles according to the row level information and displays the at least one group of column titles according to the column level information.

[0010] In the embodiment of the application, when constructing the row-column report form template, multiple dimensions are divided into row setting dimensions and column setting dimensions, the titles obtained by using the dimensions to classify the target data in the data warehouse are divided into row titles and column titles, the row setting and the column setting divide the row level and the column level respectively, the row level and the column level are written with the row titles and the column titles to generate the row-column report form template, and the user is allowed to customize and flexibly develop the row-column report form template through the dimensions, the settings, the titles and the levels.

[0011] In an implementation form of the first aspect of the embodiment of the application, the N dimensions are divided into X row setting dimensions and Y column setting dimensions; at least one group of row titles corresponding to the row setting dimensions and row level information of the at least one group of row titles are obtained, and at least one group of column titles corresponding to the column setting dimensions and column level information of the at least one group of column titles are obtained, and specifically comprising:

[0012] displaying a configuration interface, wherein the configuration interface includes dimension information of the N dimensions and alternative titles;

[0013] determining X row setting dimensions and Y column setting dimensions according to the dimension information;

[0014] determining at least one group of row titles of the row setting dimensions and at least one group of column titles of the column setting dimensions in the alternative titles;

[0015] determining row level information of the at least one group of row titles and column level information of the at least one group of column titles.

[0016] In the embodiment of the application, the configuration interface is used to receive the selection of the user on the dimensions, the settings, the titles and the levels, and the alternative titles are set in the configuration interface, so that the configuration efficiency is high and the operation is simple.

[0017] In an implementation form of the first aspect of the embodiment of the application, the N dimensions include an operating subject, an operating time and an operating index.

[0018] In the embodiment of the application, the N dimensions include the operating subject, the operating time and the operating index, which are used to represent "who does what at what time", thereby improving the realizability of the scheme.

[0019] In an implementation form of the first aspect of the embodiment of the application, the row-column report form template includes a dimension item and a calculation item, and after the row-column report form template used for displaying the target data is generated, the method further includes:

[0020] obtaining dimension item data by using a first data acquisition formula of the row-column report form template, and obtaining calculation item data by analyzing the dimension item data using a second data acquisition formula of the row-column report form template;

[0021] The dimension item data is written into the dimension item according to the row-column report template, and the calculation item data is written into the calculation item according to the row-column report template.

[0022] In the embodiment of the application, the dimension item data is obtained by using the first data obtaining formula, so that the target data in the data warehouse is accurately obtained, and the calculation item data is obtained by using the second data obtaining formula, so that the target data in the data warehouse is calculated and analyzed.

[0023] In one implementation form of the first aspect of the embodiment of the application, the method further comprises:

[0024] The row-column report is divided into a first area and a second area according to at least one dimension of the N dimensions;

[0025] Authorization information is obtained, and the authorization information comprises visitor identification information and first area information;

[0026] The visitor is allowed or prohibited to access the first area information of the row-column report according to the visitor identification information.

[0027] In the embodiment of the application, the data is divided into areas according to the dimensions, and the access of different users to different areas of the row-column report is controlled according to the authorization information.

[0028] In one implementation form of the first aspect of the embodiment of the application, the method further comprises:

[0029] Hidden title information is obtained, and the hidden title information comprises a first target title that needs to be hidden;

[0030] The first target title and the data corresponding to the first target title are hidden according to the hidden title information.

[0031] In the embodiment of the application, the first target title and the data under the first target title are hidden according to the hidden title information input by the user, so that the user can flexibly control the display content of the row-column report.

[0032] In one implementation form of the first aspect of the embodiment of the application, the method further comprises:

[0033] An aggregation instruction is obtained, and the aggregation instruction comprises a second target title that needs to be aggregated;

[0034] The data under the second target title is summed according to the aggregation instruction to obtain aggregation data, a aggregation title is generated, and the aggregation data is displayed.

[0035] In the embodiment of the application, the aggregation title and the aggregation data are generated according to the aggregation instruction input by the user, so that the user can perform sum analysis on the data.

[0036] In one implementation form of the first aspect of the embodiment of the application, the method further comprises:

[0037] determining value range information and value mode information corresponding to different dimensions;

[0038] determining the target data from the data warehouse according to the value range information;

[0039] performing itemized value or summarized value on the target data according to the value mode information.

[0040] In an implementation form of the first aspect of the embodiment, the set of row titles comprises a plurality of sets of row sub-titles, and the set of column titles comprises a plurality of sets of column sub-titles.

[0041] The row level information comprises row sub-level information, each set of row sub-titles corresponds to a row sub-level information, and the column level information comprises column sub-level information, each set of column sub-titles corresponds to a column sub-level information.

[0042] In the embodiment, the level is divided into sub-levels, and one set of titles is divided into a plurality of sets of sub-titles, so that the row-column report form can display data more specifically.

[0043] The second aspect of the embodiment provides a row-column report form template generation device, comprising:

[0044] A determination unit is configured to determine N dimensions of target data in a data warehouse, the dimensions being classification standards of the target data, and N being greater than 2;

[0045] A division unit is configured to divide the N dimensions into X row setting dimensions and Y column setting dimensions;

[0046] An obtaining unit is configured to obtain at least one set of row titles corresponding to the row setting dimensions and row level information of the at least one set of row titles, and obtain at least one set of column titles corresponding to the column setting dimensions and column level information of the at least one set of column titles;

[0047] A generation unit is configured to generate a row-column report form template for displaying the target data, wherein the row-column report form template displays the at least one set of row titles according to the row level information, and displays the at least one set of column titles according to the column level information.

[0048] The third aspect of the embodiment provides a computer device, comprising:

[0049] a central processing unit and a memory;

[0050] The memory is a transitory storage memory or a persistent storage memory;

[0051] The central processing unit is configured to communicate with the memory and perform instruction operations in the memory to execute the method of the first aspect.

[0052] A fourth aspect of this application provides a computer-readable storage medium including instructions that, when executed on a computer, cause the computer to perform the method of the first aspect.

[0053] A fifth aspect of this application provides a computer program product containing instructions that, when run on a computer, cause the computer to perform the method of the first aspect. Attached Figure Description

[0054] Figure 1 This is an iterative diagram illustrating the existing methods for generating row and column report templates;

[0055] Figures 2 to 4 These are illustrations showing various effects of existing row and column report template generation methods;

[0056] Figures 5 to 30 This is a flowchart illustrating various settings for the method of generating a row and column report template according to an embodiment of this application;

[0057] Figure 31 This is a schematic diagram of the structure of the row and column report template generation device according to an embodiment of this application;

[0058] Figure 32 This is a schematic diagram of the structure of a computer device according to an embodiment of this application. Detailed Implementation

[0059] This application provides a method for generating row and column report templates, which enables flexible customization and development of reports. It can be applied to various business systems that require report generation, such as enterprise management systems, ERP systems, manufacturing management systems, supply chain systems, human resources systems, financial systems, and tax systems.

[0060] Existing row and column reporting software either comes with fixed report styles pre-installed at the factory or adds new styles with each patch. These fixed report styles can only cover specific scenarios and cannot meet the management needs of different enterprises, such as... Figure 1 As shown, version V1.0 included a profit and loss statement, version V2.0 added an expense statement to version V1.0, and version V3.0 added a revenue details statement to version V2.0. These version iterations were handled by the software vendor, and users could not change the report styles. Report styles are used to determine the report template.

[0061] Pre-defined, fixed report formats cannot meet the diverse analytical needs of different enterprises. Users need to invest significant time and money in developing secondary versions of existing fixed reports, and their maintainability and scalability are poor after acceptance testing. Extending these reports using third-party business intelligence (BI) tools cannot fulfill functionalities beyond the scope of fixed reports.

[0062] Existing row and column reporting software can also configure report templates through report middleware, setting data retrieval functions and corresponding parameters in cells. The report middleware then parses the result data based on the functions and input parameters. However, configuring report templates through report middleware and setting data retrieval functions for each cell is complex, inefficient, and does not support hierarchical display.

[0063] In existing row and column reports, each Excel cell has a function set, such as... Figures 2 to 4 As shown, different parameters input will output different results to the cells. Some calculations are performed using Excel's supported formulas. Its disadvantages are: setting various data retrieval functions and input parameters per cell is complex and error-prone, it doesn't support hierarchical display, and the functions lack commonality, making optimization difficult, resulting in slower report loading for users. A function is a piece of program or code that can be directly referenced by another program or code.

[0064] The embodiments of this application can be implemented by computer equipment, which may include at least one of a terminal and a server. The server may be an independent physical server, a server cluster or distributed system composed of multiple physical servers, or a cloud server providing basic cloud computing services such as cloud services, cloud databases, cloud computing, cloud functions, cloud storage, network services, cloud communication, middleware services, domain name services, security services, CDN, and big data and artificial intelligence platforms. The terminal may be a smartphone, tablet, laptop, desktop computer, smart speaker, smartwatch, etc., but is not limited to these. The terminal and server can be directly or indirectly connected via wired or wireless communication, which is not limited in this embodiment. The following description uses a terminal as an example.

[0065] like Figure 5 As shown in the embodiment of this application, a method for generating a row and column report template includes steps 501 to 504.

[0066] 501. Determine the N dimensions of the target data within the data warehouse.

[0067] N dimensions are selected from P dimensions of the target data within the data warehouse, where P is greater than or equal to N, N is greater than 2, and both P and N are integers. The selected N dimensions can be chosen based on user input or pre-selected. It is worth noting that the data warehouse involved in this application embodiment refers to a data warehouse.

[0068] 502. Divide the N dimensions into X row setting dimensions and Y column setting dimensions.

[0069] After determining N dimensions, allocate the N dimensions to the row and column directions, setting X rows as dimensions and Y columns as dimensions, where X + Y = N.

[0070] 503. Obtain at least one set of row headers and row level information of the at least one set of row headers corresponding to the row setting dimension, and obtain at least one set of column headers and column level information of the at least one set of column headers corresponding to the column setting dimension.

[0071] Obtain at least X sets of row headers under X row dimensions and at least Y sets of column headers under Y column dimensions; obtain the row hierarchy information for at least X sets of row headers and the column hierarchy information for at least Y sets of column headers. The row hierarchy information is used to indicate the order of at least X sets of row headers, and the column hierarchy information is used to indicate the order of at least Y sets of column headers.

[0072] 504. Generate a row and column report template to display the target data.

[0073] Output a row and column report template for retrieving target data from the data warehouse. The row and column report template must contain at least X sets of row headers arranged according to row hierarchy information, and at least Y sets of column hierarchy information arranged according to column hierarchy information.

[0074] like Figure 6 As shown in the embodiment of this application, a method for generating a row and column report template includes steps 601 to 608.

[0075] 601. Determine the N dimensions of the target data within the data warehouse.

[0076] The dimensions of the target data within the data warehouse can be greater than or equal to N. The terminal determines the target data within the data warehouse that needs to be processed and selects N dimensions based on the user's choice or the default selection. Dimensions are standards used to classify data within the data warehouse; for example, dimensions can be operating time, operating entity, operating indicators, operating location, and operating method.

[0077] Operating time can be past time or planned future time, and the unit of time can be year, quarter, month, day, hour, etc. Based on the dimension of operating time, data can be divided into different time periods, such as data for this quarter, data for the previous quarter, data for the same quarter last year, and target data for the next quarter.

[0078] The operating entity can be a profit center, amoeba unit, department, team, branch, brand, or individual product. Based on the operating entity, data can be divided into data generated by different operating entities, such as data generated by the first amoeba unit, data generated by the second amoeba unit, etc.

[0079] Operating metrics can include profit, cost, expenses, and revenue, and can be further subdivided into net profit, gross profit, labor costs, rental costs, goods costs, utilities expenses, freight expenses, interest income, and investment income. Based on the dimensions of operating metrics, data can be categorized into different operating metric categories.

[0080] The location of operations can be a country, region, city, etc. Based on the location of operations, the data can be divided into data generated in different locations, such as data generated in the United States, data generated in Canada, data generated in Germany, data generated in Japan, etc.

[0081] The business model can be online or offline. Based on the business model, the data can be divided into online data and offline data.

[0082] The following explanation uses N=3 as an example, selecting three dimensions: operating time, operating entity, and operating indicators.

[0083] 602. Display configuration interface.

[0084] The terminal displays the configuration interface for the row and column report template. This interface shows dimension information, title information, hierarchy information, and other configuration information as options. A text input field can also be set in the configuration interface, allowing users to create new title information and other configuration details.

[0085] There can be various configuration interfaces, such as those for operating hours, operating entities, operating indicators, hierarchical levels, and data retrieval formulas. The display device can be a screen, projector, or similar equipment.

[0086] Steps 601 and 602 can be interchanged in terms of timing; step 602 can be executed first, followed by step 601.

[0087] 603. Receive the X row setting dimensions and Y column setting dimensions selected by the user based on the dimension information.

[0088] The configuration interface receives the user's allocation of N dimensions in row and column settings, and assigns the N dimensions in the dimension information as X row setting dimensions and Y column setting dimensions.

[0089] For example, operating time can be defined as the row setting dimension among the three dimensions of operating time, operating entity, and operating indicators, while operating entity and operating indicators can be defined as the column setting dimensions.

[0090] 604. Receive at least one set of row headers selected by the user for setting dimensions for the row and at least one set of column headers selected by the user for setting dimensions for the column from the alternative headers.

[0091] The configuration interface receives the titles selected by the user under each dimension. The titles under the row setting dimension are arranged as row titles, and the titles under the column setting dimension are arranged as column titles.

[0092] For example, when the operating period is set as the row dimension, January, February, March, April, May, and June are arranged as row headers. When the operating entity is set as the column dimension, Department A and Department B are arranged as column headers; when the operating indicators are set as the column dimension, income and expenditure are arranged as column headers.

[0093] 605. Receive row level information input by the user for the at least one set of row headers and column level information input by the user for the at least one set of column headers.

[0094] The configuration interface receives row-level information for each group of row headers, including the row-level number; it also receives column-level information for each group of column headers, including the column-level number. For example, the row-level information for operating time is the first row level, the column-level information for operating entities is the first column level, and the column-level information for operating indicators is the second column level.

[0095] It should be noted that a set of headings under a dimension can be divided into multiple subheadings, and a corresponding level under a dimension can be divided into multiple sublevels. Similarly, a set of row headings under a row setting dimension can be divided into multiple row subheadings, and a corresponding row level under a row setting dimension can be divided into multiple row sublevels. Likewise, a set of column headings under a column setting dimension can be divided into multiple column subheadings, and a corresponding column level under a column setting dimension can be divided into multiple column levels.

[0096] For example, when setting dimensions based on the operating entity, manufacturing lines A1 and A2 are divided according to the operating entity; manufacturing lines A1 are further divided into profit centers B1 and B2, and manufacturing lines A2 are further divided into profit centers B3 and B4; profit centers B1 are further divided into amoeba units C1 and C2, profit centers B2 are further divided into amoeba units C3 and C4, profit centers B3 are further divided into amoeba units C5 and C6, and profit centers B4 are further divided into amoeba units C7 and C8. The business entity's hierarchical structure is divided into three sub-levels: Manufacturing Line A1 and Manufacturing Line A2 are displayed at one sub-level; Profit Centers B1, B2, B3, and B4 are displayed at another sub-level; and Amoeba Units C1, C2, C3, C4, C5, C6, C7, and C8 are displayed at yet another sub-level. A set of row headings includes Manufacturing Line A1, Manufacturing Line A2, Profit Center B1, B2, B3, B4, and C1 / C2 / C3 / C4, C5 / C6 / C7 / C8. A set of row headings is divided into three sets of row subheadings: A1 manufacturing line and A2 manufacturing line form one set of row subheadings; B1 profit center, B2 profit center, B3 profit center, and B4 profit center form another set of row subheadings; and C1 amoeba unit, C2 amoeba unit, C3 amoeba unit, C4 amoeba unit, C5 amoeba unit, C6 amoeba unit, C7 amoeba unit, and C8 amoeba unit form yet another set of row subheadings.

[0097] Step 603 only needs to be executed before step 606, and step 603 can be executed after step 604 or step 605.

[0098] 606. Generate a row and column report template to display the target data.

[0099] Generate a row and column report template based on dimensions, settings, titles, and levels. Specifically, arrange at least X groups of row titles under X row settings dimensions according to row level information, and arrange at least Y groups of column titles under Y column settings dimensions according to column level information. For example, if one row setting dimension is operating time, and one group of row titles includes January, February, March, April, May, and June, the row level information determines that the row titles under operating time are located at the first row level, and these row titles are set in the first column of the row and column report. Then, merge the first row and second row of the first column and write "Month," and write "January" in the first row of the first column, "February" in the second row, "March" in the third row, "April" in the fourth row, "May" in the fifth row, and "June" in the sixth row. The two columns are set as operating entities and operating indicators. There are two sets of column headers: a first set and a second set. The first set of column headers under operating indicators includes "Revenue" and "Expenses," while the second set of column headers under operating entities includes "Department A" and "Department B." The column hierarchy is determined by placing the first set of column headers at the first column level and the second set at the second column level. The first set of column headers is placed in row 1 of the row-column report, and the second set is placed in row 2. Columns 2 and 3 of row 1 are merged and entered as "Revenue," and columns 4 and 5 of row 1 are merged and entered as "Expenses." "Department A" is entered in column 2 of row 2, "Department B" in column 3 of row 2, "Department A" in column 4 of row 2, and "Department B" in column 5 of row 2.

[0100] After determining the row and column headings, generate the first and second data retrieval formulas for the row and column report template. The first data retrieval formula corresponds to the dimension items, and the second data retrieval formula corresponds to the calculation items. The first data retrieval formula is used to retrieve data from the data warehouse based on the headings under N dimensions and fill it into the row and column report, completing the dimension item entry. The second data retrieval formula is used to calculate the data for the dimension items and fill the calculation results into the row and column report, completing the calculation item entry. For example, if the row heading for a dimension item is "March," the first-level column heading is "Revenue," and the second-level column heading is "Department A," then the first data retrieval formula retrieves the March revenue data for Department A from the data warehouse and fills it into that dimension item. The second data retrieval formula can perform operations such as addition, subtraction, multiplication, and division. For example, if the row heading for a calculation item is "April," the first-level column heading is "Profit," and the second-level column heading is "Department B," then the second data retrieval formula could be "Department B's April Revenue" minus "Department B's April Expenses."

[0101] In addition to dimension items and calculated items, text items are also defined. Text items are used to display titles or user-inputted notes. In the row and column report template, text items display the text; dimension items do not display the first data retrieval formula, but instead display the data retrieved by the first formula; calculated items do not display the second data retrieval formula, but instead display the result calculated by the second formula. Therefore, when the target data from the data warehouse has not been retrieved, the display content of dimension items and calculated items is blank.

[0102] 607. Use the first data retrieval formula to obtain the dimension item data from the data warehouse, and use the second data retrieval formula to analyze the dimension item data to obtain the calculated item data.

[0103] After determining the target data within the data warehouse, the first data retrieval formula is used to obtain the dimension data, and the second data retrieval formula is used to calculate the dimension data to obtain the calculated data.

[0104] 608. Arrange the dimension data according to the row and column report template, and arrange the calculated data according to the row and column report template.

[0105] Write the dimension data and calculation data into the corresponding positions in the row and column report template to obtain the row and column report, and then display it on the display instrument.

[0106] It should be noted that row and column report templates can also consider totals, hiding, value retrieval methods, and authorization confidentiality.

[0107] When considering totals, the system retrieves the user's input total command based on the options selected by the user in the configuration interface, such as "Perform Total" or "Display Subtotal". Each total command corresponds to a set of headings or subheadings, representing the second target headings to be totaled. For example, entering a total command when setting a set of row headings indicates that those row headings will be totaled. Specifically, if the row headings are January, February, March, April, May, and June, receiving a total command will add a "Total" or "Subtotal" heading to the row headings and display the sum of data from January to June below the total command.

[0108] When considering hiding, the hidden title information is obtained based on the "Hide" or "Don't Show" options selected by the user in the configuration interface. Each hidden title corresponds to a title or subtitle, which is the primary target title to be hidden. For example, selecting "Hide" under the title "Planned Cumulative Costs for This Year" will hide that title and all data under it in the row and column report template.

[0109] When considering the value retrieval method, the configuration interface displays options such as "Select range by report filter interface," "Retrieve values ​​by fixed range," and "Retrieve values ​​by fixed range," and accepts user selections. Selecting "Select range by report filter interface" allows the user to customize the range of target data within the data warehouse; selecting "Retrieve values ​​by fixed range" uses the default range of target data within the data warehouse and sums the data under that title or subtitle before writing it to the row and column reports; selecting "Retrieve values ​​by fixed range" uses the default range of target data within the data warehouse and writes the data under that title or subtitle into the row and column reports item by item. For example, under operating time, "Select range by report filter interface" allows selection of January, March, and August; "Retrieve values ​​by fixed range" would have titles such as January, February, March, April, May, June, July, August, September, October, November, and December; and "Retrieve values ​​by fixed range" would have a title such as "January to December."

[0110] When considering authorization confidentiality, access control can be implemented in the configuration interface. Access control allows you to define the data range that specific users or roles can view and the data range that is prohibited from viewing. For example, in the configuration interface, you can manage access for the user "demo," allowing them to view data titled "Production Department" and "Management Department," while disallowing other data—such as data titled "Sales Department," etc. This means dividing the row and column reports into a first and a second region based on the operating entities across N dimensions. The first region includes data from "Production Department" and "Management Department," while the second region includes data from "Sales Department."

[0111] like Figure 7 , Figure 8As shown, this application embodiment provides a row and column report template generation device. This device is a platform where users can create reports online to meet the personalized report customization needs of different industries, enterprises, and positions. When customizing a business report using the row and column report template, the user first selects the dimensions of the business report from various business report dimension types in the data warehouse, such as business entity, business indicators, and business time. Next, the business report template is created, setting the two-dimensional row and column report according to row and column dimensions, abstracting three types of table cells: text items, calculated items, and dimension items. The user sets text or data retrieval formulas on the table cells. Finally, the row and column report is displayed. Based on the business report template and data authorization, the dimensions of all table cells in the business report template are extracted and analyzed. The range of target data within the data warehouse is obtained based on the analyzed report dimensions. Then, the obtained target data range is compressed in a targeted manner into data results that the row and column report can recognize and displayed to the user. When performing targeted compression, first determine the target data from the data warehouse, i.e., define the range of data to be compressed. Then, determine the granularity of data compression based on the titles under each dimension of the row and column report template. For example, if the title for the operating time dimension is "January, February, March," then the granularity of data compression is "month"; if the title for the operating time dimension is "Spring, Summer, Autumn, Winter," then the granularity of data compression is "quarter." When compressing data with a granularity of "quarter," only the totals for each quarter need to be retained, and the data for each month can be deleted.

[0112] Before running the generation device, a data warehouse that the generation device can understand needs to be built: based on the user's raw data, it is transformed into a data warehouse that the software can extract. The data warehouse has fixed tags and dynamic tags. Fixed tags are indispensable, while dynamic tags are user-defined. The data warehouse can contain business transaction records, which include business time, business indicators, and business entities.

[0113] Users first define the dimensions of the business report, and then customize the business report template. In the row and column settings of the business report template, users first select the type of table cell, such as text item, calculated item, or dimension item, and then set the data retrieval formula. After obtaining the business report template, when querying or selecting a business report, the generation device will intelligently parse the style and data results of the business report based on the set business report template.

[0114] The row and column attributes of the report template can be dynamically configured as needed. Attributes include dimension and level. The report template supports configuring multiple levels of attributes.

[0115] Based on the report template configuration, dynamic forms are used to display data. Dynamic forms are models abstracted from business scenarios.

[0116] Users can set row and column types and dimension sources in the system, and then the system intelligently displays the business report template based on the user's settings. It is easy to use and reusable. Dimensions refer to the attributes that a report row or column has, such as time, indicators, or subject.

[0117] The embodiments of this application achieve the following: more intuitive report styles; flexible styles that can be dynamically configured without the need to install a report client; good scalability that can be applied to all reports; and removal of functions.

[0118] This application's embodiments solve the problem that traditional report styles cannot be dynamically expanded and that report styles cannot be displayed on multiple devices.

[0119] This application embodiment allows users to create business report templates online; allows users to freely add analysis dimensions based on pre-set fixed report templates in standard products; allows users to port created report templates to each other in the same environment, achieving collaborative creation by multiple users; and allows users to create countless report templates according to their own business needs. "Online" means that it can be completed directly in the application system without additional environment deployment or program code development, achieving zero-code development of row and column report templates. Users can complete the report creation in the application system according to their business needs without writing functions or code, significantly improving development efficiency and reducing maintenance and upgrade costs. The created row and column report templates can be copied and used by different users, achieving template sharing. Different users add business dimensions to the same row and column report template, and multiple users jointly complete the creation of a single report template, achieving multi-user collaboration.

[0120] This application supports multi-level report display, allowing users to define the data to be displayed within each level; it also supports data authorization, allowing users to authorize data ranges for different viewers of the same report.

[0121] The method for generating row and column report templates provided in this application includes steps 901 to 903, such as... Figure 9 As shown.

[0122] like Figures 10 to 14 The image shows the configuration interface, used to create report templates.

[0123] 901. Classify the dimensions of enterprise operating reports.

[0124] Report dimensions are divided into operating entities, operating indicators, and operating time. Operating entities can include departments, production lines, products, projects, etc.; operating indicators can include external sales revenue, internal sales revenue, water fees, electricity fees, processing fees, etc.; operating time can include operating cycles such as days, months, quarters, years, weeks, etc. Row and column reports can be operating reports, performance evaluation reports, and selection reports. The dimensions corresponding to operating reports can be operating entities, operating indicators, and operating time; the dimensions corresponding to performance evaluation reports can be performance evaluation entities, performance evaluation indicators, and performance evaluation time; the dimensions corresponding to selection reports can be selection entities, selection indicators, and selection time. Here, we take operating reports as an example.

[0125] like Figure 10 As shown, the operating indicators are provided with codes and names. The source of the indicators is the operating account table, which is the data warehouse for all operating indicators. Users can select fixed-range value items or summaries from the operating indicator warehouse to filter the selection range on the interface. When selecting fixed-range value items, they are expanded independently one by one. When selecting fixed-range value summaries, they are summarized into a single title. When selecting the selection range on the filter interface, users can set the value range in the pop-up interface before viewing the report. Under the item display, users can choose whether to display subtotals.

[0126] like Figure 11 As shown, the operating entity provides a code and name. The source range of the entity is the Amoeba Unit Table, which is the data warehouse for all entities. Users can select fixed-range value items and fixed-range value summaries from the operating entity warehouse to filter the selection range on the interface. Selecting fixed-range value items expands them individually, while selecting fixed-range value summaries results in a single title. When filtering the selection range on the interface, users can set the value range in a pop-up interface before viewing the report. Under the item display, users can choose whether to display subtotals.

[0127] like Figure 12 As shown, the operating time provides a code, name, and the business date range of the main source. Users can choose to use a range selected from the report filter interface or a fixed range for the operating time. When selecting the range from the report filter interface, users can set the value range in a pop-up interface before viewing the report. When selecting a fixed range, users can set the start and end dates of the time range. After determining the time, users can choose the period type, such as days, months, quarters, years, operating cycles, weeks, etc. When selecting to display all data within the range, users can choose whether to display subtotals.

[0128] 902. Set up enterprise operation report templates.

[0129] like Figure 13As shown, the row and column attributes in the report style include dimension items, text items, and calculated items. The analysis of the business report style must include three types after the set of cell dimensions at the intersection of rows and columns: business entity, business indicators, and business time. The report provides basic codes, names, and descriptions. The row and column attributes are abstract dimension items (source dimension type repository), text items are used to display text columns or text rows, and calculated items can be calculated based on formulas set from other columns or rows.

[0130] like Figure 14 As shown, the calculation items support basic addition, subtraction, multiplication, and division, and can also support more complex calculations.

[0131] Reports can be configured with basic styles and different display parameters for different data. Display parameters include at least one of color, size, and transparency. Display parameters can be configured for specific rows, columns, or cells.

[0132] 903. Report Style Analysis and Display.

[0133] like Figure 15 As shown, based on the report style settings, all columns and levels are dynamically retrieved, the specific values ​​of dimension items in each column are calculated, and the corresponding columns are replaced. If multiple dimension values ​​exist, the column is split. If the parent level has N columns, and each parent column has M subordinate columns, then it is split into M*N columns. Based on the report style settings, all rows and levels are dynamically retrieved, the specific values ​​of dimension items in each row are calculated, and the corresponding rows are replaced. If multiple specific values ​​of dimension items exist, the row is split. If the parent level has N rows, and each parent row has M subordinate rows, then it is split into M*N rows. Each cell has multiple dimension attributes such as operating time, operating indicators, and operating entity. When calculating the row-column intersection value, the data is summarized and displayed in the cell where the row and column intersect.

[0134] The method for generating row and column report templates provided in this application includes steps 1601 to 1604, such as... Figure 16 .

[0135] The following example uses a specific report to illustrate this. Suppose Company A needs to calculate the monthly revenue and profit figures for each operating unit and compare them with the annual target. The required report would look like this: Figure 17 As shown.

[0136] 1601. Determine the row and column positions in the three dimensions.

[0137] The analysis determines the presentation format for "who," "when," and "what." Specifically, it determines the placement of the three dimensions—the assessment subject, the assessment time, and the assessment indicators—within the report.

[0138] like Figure 18As shown, based on the report desired by the user, the row dimension is the assessment subject, and the column dimension is the assessment time and assessment indicators. Therefore, when setting up the report, the row is set as the business subject, and the column is set as the business indicators plus the business time.

[0139] 1602. Set dimensions.

[0140] Setting dimensions means setting the assessment subject, assessment time, and assessment indicators.

[0141] Most commonly used dimensions are pre-defined and can be used directly. If they do not meet your specific needs, you can copy and modify a pre-defined dimension, or create a new one directly. The following explains how to set up dimensions by creating a new one.

[0142] Assessment subject: such as Figure 19 As shown, the assessment requires statistics by business unit, and it's necessary to calculate the total data for each business unit. Therefore, when creating a new dimension, checking "Show Subtotal" for the business entity will achieve the effect of displaying a subtotal in the last row of the report. If you need to select the range of business entities to query based on the filter interface, check "Select Range by Report Filter Interface".

[0143] Assessment time: as follows Figure 20 As shown, the sample table displays statistical data for each period and also includes year-to-date statistics. When setting up multi-period queries, select "Operating Time" as the dimension type and "Business Date" as the dimension source. Most importantly, define the period type as "Accounting Period" and the data retrieval period as "Query All Periods." For more information on defining the period type and data retrieval period, hover your mouse over the question mark next to it to learn more about the available options and how to set them.

[0144] When you need to set the year-to-date total, such as Figure 21 As shown, select the defined period type as year and the data retrieval period as "maximum date up to the query range".

[0145] Performance indicators: such as Figure 22 As shown, after determining the assessment subject and time, the assessment content needs to be set in the assessment indicators. According to the sample table, revenue and profit are assessed, and are displayed as a summary. When setting revenue, select "Summarize values ​​within a fixed range, with the values ​​taken from the revenue categories to be assessed".

[0146] When setting profits, such as Figure 23 As shown, since profit = revenue - expenses, you can set a title for expenses and then obtain profit data through calculation items in the report template.

[0147] 1603. Set report templates.

[0148] The row and column positions of the displayed dimensions are determined by selecting dimensions, thus defining the report display interface.

[0149] First, select the dimensions for column and row settings. As analyzed earlier, we'll set the columns to "Operating Indicators + Operating Time" and the rows to "Operating Entities." Next, we need to set the column content. Since the columns are set to "Operating Indicators + Operating Time," if the hierarchy contains dimension items, then that hierarchy and its parent hierarchy must contain all dimension types set in the document header columns, i.e., including both "Operating Indicators" and "Operating Time."

[0150] According to the sample form, such as Figure 24 As shown, the first column is the name of the operating unit, so the first level is a text field for entering the operating unit name; the second column is revenue, which requires data from the revenue operating account, so a dimension field is entered, with the dimension source being the sum of values ​​from the revenue account; the third column is profit, and as previously designed, expenses are first obtained, and then the profit value is obtained by subtracting expenses from revenue, so a dimension field is entered, with the dimension source being the sum of values ​​from the expense account. This completes the first level of column setup.

[0151] After setting the first level for each column, we need to break down the settings for the next level: The first column, "Operating Unit Name," has no lower level. The second column, "Revenue," has a lower level of "Revenue Achievement Rate," which is a text item. The "Revenue Achievement Rate" has a lower level of specific data such as revenue for each period, year-to-date total, planned value, and achievement rate. The value logic for these levels follows the sample table settings as follows: Figure 25 :

[0152] When setting up the template, configure the corresponding dimension sources and data retrieval formulas according to the data retrieval logic. Pre-set options for data retrieval formulas for dimension items include occurrences, beginning balances, increases, decreases, offsets, and planned values. Data retrieval formulas for calculation items can be selected from the pre-defined dimension items in the template and used for addition, subtraction, multiplication, and division. Figure 26 and Figure 27 Follow the steps shown.

[0153] The profit column in the third column is also set according to the calculation logic. When there are rows or columns that don't need to be displayed, you can check the "Hide Rows" or "Hide Columns" box to hide them. For example, if expenses are set, but only the profit is calculated from expenses, and the expenses themselves don't need to be displayed, then the expense column can be hidden. The corresponding report template settings after decomposing the entire sample table into rows and columns are as follows: Figure 28 As shown.

[0154] The above three steps complete the report template setup. The generator has preset general templates, and users can quickly add new report templates by copying and modifying them.

[0155] 1604. Data Authorization.

[0156] Internal management report data can be configured with authorization information to allow specific roles or users to view only designated business units.

[0157] After setting up the report template, configure report data query permissions. Then, select the corresponding template in the business report query to view the report data. Figure 30 As shown. For internal management reports, data authorization is required. Only authorized users or roles can view the report data; unauthorized users will see empty data in that report cell. For example... Figure 29 As shown, data authorization can be set by user or by role.

[0158] The report style can also be customized, such as choosing different font colors, font sizes, and background colors. Automatic alerts can also be set based on conditions, for example... Figure 30 The report shown can be configured to automatically display warnings in red for rows that have not met the achievement rate.

[0159] The user operations involved in the above embodiments can be automatically implemented by scripts or other means. For example, the user can determine the X row setting dimensions and Y column setting dimensions based on the dimension information, or the script can determine them automatically.

[0160] like Figure 31 As shown in the figure, this application embodiment also provides a device for generating row and column report templates, including:

[0161] The determining unit 3101 is used to determine N dimensions of the target data in the data warehouse, wherein the dimensions are the classification criteria of the target data, and N is greater than 2.

[0162] The partitioning unit 3102 is used to divide the N dimensions into X row setting dimensions and Y column setting dimensions;

[0163] The obtaining unit 3103 is used to obtain at least one set of row headers and row level information of the at least one set of row headers corresponding to the row setting dimension, and to obtain at least one set of column headers and column level information of the at least one set of column headers corresponding to the column setting dimension.

[0164] The generation unit 3104 is used to generate a row and column report template for displaying the target data; wherein the row and column report template displays the at least one set of row headers according to the row hierarchy information and displays the at least one set of column headers according to the column hierarchy information.

[0165] like Figure 32 As shown in the illustration, this application also provides a computer device 3200, comprising:

[0166] Central processing unit 3201, memory 3202;

[0167] The memory 3202 is a short-term storage memory or a persistent storage memory;

[0168] The central processing unit 3201 is configured to communicate with the memory 3202 and execute instructions stored in the memory 3202 to perform operations such as... Figures 5 to 30 The method in the illustrated embodiment.

[0169] This application also provides a computer-readable storage medium, which includes instructions that, when executed on a computer, cause the computer to perform actions such as... Figures 5 to 30 The method in the illustrated embodiment.

[0170] This application also provides a computer program product containing instructions that, when run on a computer, cause the computer to perform actions such as... Figures 5 to 30 The method in the illustrated embodiment.

[0171] Those skilled in the art will clearly understand that, for the sake of convenience and brevity, the specific working processes of the systems, devices, and units described above can be referred to the corresponding processes in the foregoing method embodiments, and will not be repeated here.

[0172] In the several embodiments provided in this application, it should be understood that the disclosed systems, apparatuses, and methods can be implemented in other ways. For example, the apparatus embodiments described above are merely illustrative; for instance, the division of units is only a logical functional division, and in actual implementation, there may be other division methods. For example, multiple units or components may be combined or integrated into another system, or some features may be ignored or not executed. Furthermore, the coupling or direct coupling or communication connection shown or discussed may be an indirect coupling or communication connection between apparatuses or units through some interfaces, and may be electrical, mechanical, or other forms.

[0173] The units described as separate components may or may not be physically separate. The components shown as units may or may not be physical units; that is, they may be located in one place or distributed across multiple network units. Some or all of the units can be selected to achieve the purpose of this embodiment according to actual needs.

[0174] Furthermore, the functional units in the various embodiments of this application can be integrated into one processing unit, or each unit can exist physically separately, or two or more units can be integrated into one unit. The integrated unit can be implemented in hardware or as a software functional unit.

[0175] If the integrated unit is implemented as a software functional unit and sold or used as an independent product, it can be stored in a computer-readable storage medium. Based on this understanding, the technical solution of this application, in essence, or the part that contributes to the prior art, or all or part of the technical solution, can be embodied in the form of a software product. This computer software product is stored in a storage medium and includes several instructions to cause a computer device (which may be a personal computer, server, or network device, etc.) to execute all or part of the steps of the methods described in the various embodiments of this application. The aforementioned storage medium includes various media capable of storing program code, such as USB flash drives, portable hard drives, read-only memory (ROM), random access memory (RAM), magnetic disks, or optical disks.

Claims

1. A method for generating a row and column report template, characterized in that, include: Determine N dimensions of the target data within the data warehouse, where the dimensions are classification criteria for the target data, and N is greater than 2. The N dimensions are divided into X row setting dimensions and Y column setting dimensions; Obtain at least one set of row headers and row hierarchy information corresponding to the row setting dimension; obtain at least one set of column headers and column hierarchy information corresponding to the column setting dimension; wherein, when a set of row headers under the row setting dimension is divided into multiple sets of row subheadings, a row hierarchy under the row setting dimension is divided into multiple row sub-levels, and the row hierarchy information includes row sub-level information, with each set of row subheadings corresponding to one set of row sub-level information; when a set of column headers under the column setting dimension is divided into multiple sets of column subheadings, a column hierarchy under the column setting dimension is divided into multiple column sub-levels, and the column hierarchy information includes column sub-level information, with each set of column subheadings corresponding to one set of column hierarchy information; Generate a row and column report template for displaying the target data, wherein the row and column report template displays at least one set of row headers according to the row hierarchy information and displays at least one set of column headers according to the column hierarchy information. The row / column hierarchy information is used to determine the hierarchy position of the row / column headers, the row hierarchy information is used to indicate the order of at least one set of row headers, and the column hierarchy information is used to indicate the order of at least one set of column headers.

2. The generation method according to claim 1, characterized in that, The step of dividing the N dimensions into X row setting dimensions and Y column setting dimensions; obtaining at least one set of row headers and their row hierarchy information corresponding to the row setting dimensions; and obtaining at least one set of column headers and their column hierarchy information corresponding to the column setting dimensions specifically includes: The configuration interface is displayed, which includes the dimension information of the N dimensions and the alternative titles; Based on the aforementioned dimension information, determine X row setting dimensions and Y column setting dimensions; Determine at least one set of row headers for the row setting dimension from the candidate headers, and determine at least one set of column headers for the column setting dimension; Determine the row level information of the at least one set of row headers, and determine the column level information of the at least one set of column headers.

3. The generation method according to claim 1 or 2, characterized in that, The row and column report template includes dimension items and calculated items. After generating the row and column report template for displaying the target data, the method further includes: The first data retrieval formula of the row and column report template is used to obtain the data in the data warehouse to obtain the dimension item data, and the second data retrieval formula of the row and column report template is used to analyze the dimension item data to obtain the calculated item data; Write the dimension data into the dimension items according to the row and column report template, and write the calculated data into the calculated items according to the row and column report template.

4. The generation method according to claim 1 or 2, characterized in that, The method further includes: The row and column report is divided into a first region and a second region based on at least one of the N dimensions; Obtain authorization information, which includes visitor identification information and first area information; Based on visitor identification information, access to the first area of ​​the row and column report can be allowed or denied.

5. The generation method according to claim 1 or 2, characterized in that, The method further includes: Retrieve hidden title information, which includes the first target title that needs to be hidden; Based on the hidden title information, the first target title and the data corresponding to the first target title are hidden.

6. The generation method according to claim 1 or 2, characterized in that, The method further includes: Retrieve the total instruction, which includes the second target heading that needs to be totaled; The data under the second target title is summed according to the total instruction to obtain the total data, generate the total title, and display the total data.

7. The generation method according to claim 1 or 2, characterized in that, The method further includes: Determine the value range and value selection method information corresponding to different dimensions; The target data is determined from the data warehouse based on the value range information; The target data is then categorized or summed based on the value retrieval method information.

8. A device for generating row and column report templates, characterized in that, include: A determination unit is used to determine N dimensions of target data within the data warehouse, where the dimensions are classification criteria for the target data and N is greater than 2. A partitioning unit is used to divide the N dimensions into X row-setting dimensions and Y column-setting dimensions; The obtaining unit is configured to obtain at least one set of row headers and row level information of the at least one set of row headers corresponding to the row setting dimension, and to obtain at least one set of column headers and column level information of the at least one set of column headers corresponding to the column setting dimension; wherein, when a set of row headers under the row setting dimension is divided into multiple sets of row subheadings, a row level under the row setting dimension is divided into multiple row sublevels, and the row level information includes row sublevel information, with each set of row subheadings corresponding to one set of row sublevel information; when a set of column headers under the column setting dimension is divided into multiple sets of column subheadings, a column level under the column setting dimension is divided into multiple column sublevels, and the column level information includes column sublevel information, with each set of column subheadings corresponding to one set of column level information; A generation unit is used to generate a row and column report template for displaying the target data; wherein the row and column report template displays at least one set of row headers according to the row hierarchy information and displays at least one set of column headers according to the column hierarchy information, the row / column hierarchy information is used to determine the row / column header hierarchy position respectively, the row hierarchy information is used to indicate the sorting of at least one set of row headers, and the column hierarchy information is used to indicate the sorting of at least one set of column headers.

9. A computer device, characterized in that, include: Central processing unit, memory; The memory is either a short-term storage memory or a persistent storage memory; The central processing unit is configured to communicate with the memory and execute instructions in the memory to perform the method according to any one of claims 1 to 7.

10. A computer-readable storage medium, characterized in that, The computer-readable storage medium includes instructions that, when executed on a computer, cause the computer to perform the method as described in any one of claims 1 to 7.

11. A computer program product comprising instructions that, when run on a computer, cause the computer to perform the method as described in any one of claims 1 to 7.

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