A data analysis report template generation system and method based on an index library

Abstract

The scheme belongs to the technical field of data analysis, and specifically relates to a data analysis report template generation system and method based on an index library. It includes an index library unit, a template making unit and a template rendering unit. The index library unit establishes a system data index library by writing SQL. The output of the index library is any one of a single numerical value, multiple numerical values or list data. The index library and template content can be edited in the template making unit. The template rendering unit completes template rendering and finally automatically generates a corresponding data analysis report. The scheme mainly builds its own index library in the data analysis system, creates corresponding report templates according to different types of analysis reports, and can flexibly combine and match corresponding data indexes when creating templates. The index library and template content can be flexibly edited, replaced and reused, thereby reducing the writing time of data analysis reports and improving the work efficiency of business personnel.

Description

Technical Field

[0001] This solution belongs to the field of data analysis technology, specifically involving a data analysis report template generation system and method based on an indicator library. Background Technology

[0002] Currently, in the field of data statistical analysis, the generation of data analysis reports mostly adopts a manual calculation and editing model. Sample charts in these reports not only need to list various indicator data from different locations, but also need to show the comparative analysis results of certain indicators across different years. For example, whether a certain indicator in a certain region has increased or decreased compared to the previous year, and if it has increased, by how much. In related technologies, people typically collect various relevant data on different indicators from different locations, list them in the report, and manually analyze and calculate the comparative relationships of data changes, then edit the results into the data analysis report. This approach has the following technical shortcomings:

[0003] Manual calculation and editing involve a large workload and waste human resources. Moreover, data analysis reports are prone to errors due to human subjectivity, resulting in low efficiency in report generation.

[0004] Patent application number CN109800397B discloses a method, apparatus, computer device, and medium for automatically generating data analysis reports. The method includes: determining a first indicator data entry position in a pre-stored first data analysis report template; inserting a data analysis component of a corresponding type into the first indicator data entry position and saving it as a second data analysis report template; calling the corresponding second data analysis report template and the corresponding second indicator data pre-stored in an indicator database according to user instructions; controlling the data analysis component to calculate the corresponding first indicator data based on the second indicator data and entering it into the corresponding position of the second data analysis report template to generate a data analysis report.

[0005] This solution can automatically generate data analysis reports, reducing the tedious work of manual editing and improving the accuracy and efficiency of report generation. However, this solution only calls the data analysis report template based on the entered data and cannot modify the template. When new data indicators need to be analyzed, the original analysis template cannot reflect the new indicators independently, making it inconvenient for users to view the data they want in the analysis report. Summary of the Invention

[0006] This solution provides a data analysis report template generation system and method based on an indicator library, whose content can be flexibly edited, replaced, and reused.

[0007] To achieve the above objectives, this solution provides a data analysis report template generation system based on an indicator library, including an indicator library unit, a template creation unit, and a template rendering unit.

[0008] The indicator library unit is used to create a system data indicator library by writing SQL. The output of the indicator library can be a single value, multiple values, or a list of data.

[0009] The template creation unit selects corresponding data statistical indicators from the indicator library, then selects and edits the content in the analysis template, and finally saves it to the template library of the template creation unit. The template library contains analysis report templates corresponding to different types of analysis reports. The analysis report templates are combined with multiple corresponding data indicators. Both the indicator library and the template content are editable.

[0010] The template rendering unit is used to obtain all indicator placeholders in the newly created report and the corresponding template, as well as the set of all indicator names in the template. Placeholders are special symbols that need to be replaced with data indicators in the report. The placeholders also contain indicator names. The placeholders and their corresponding formats are defined by the system. The unit obtains the corresponding SQL statement based on the indicator name and executes the SQL statement to obtain the corresponding indicator results. It correctly matches the rich text content based on the indicator name and placeholders, and replaces the text content in the template with indicator values ​​to complete the template rendering. Finally, it automatically generates the corresponding data analysis report.

[0011] The principle of this solution is as follows: Based on the user's actual data statistics needs, data indicators are created in the indicator library. When saving the indicators, the SQL is verified to be compliant (whether the SQL syntax is correct and whether it is a query-only statement). If the indicator verification passes, it can be saved normally.

[0012] When creating a template, users write the necessary report content in a rich text editor and simultaneously import data metrics (which can be searched in the metric library). When creating a new report, the corresponding edited template is selected, and the program renders and replaces values ​​based on the metric placeholders and definitions, ultimately generating the report content and displaying it on the page.

[0013] The beneficial effects of this plan are:

[0014] (1) This solution mainly involves building its own indicator library within the data analysis system and creating corresponding report templates based on different types of analysis reports. When creating a template, users can choose to flexibly combine and match the corresponding data indicators. The indicator library and template content can be flexibly edited, replaced, and reused. When new data indicators are entered, the template can be adjusted so that the new data indicators are presented in the new template, making it easier for users to view the data they want from the analysis report. In addition, it can reduce the writing time of data analysis reports and improve the work efficiency of business personnel.

[0015] (2) By setting up an indicator library, non-technical personnel can also obtain data to conduct operational analysis, which reduces the cost of producing data analysis reports. At the same time, the output of the indicator library can be a single value, multiple values, or list data, which is more diverse and more adaptable.

[0016] Furthermore, it also includes a detection unit, which is used to verify whether the SQL statement is correct. According to the user's actual data statistics needs, it creates and saves data indicators in the indicator library. When saving the indicator, the detection unit verifies whether the SQL is compliant. If the indicator passes the verification, it can be saved normally. If the verification fails, a new indicator is created in the indicator library.

[0017] Furthermore, the template creation unit also includes a search module, which is used to input keywords to search for templates and then directly select the matching module to insert indicator data. The template unit has multiple templates.

[0018] Furthermore, the data analysis report can be in any one of the following formats: HTML, WORD, or PDF.

[0019] Furthermore, the data metrics include user data metrics, behavioral data metrics, and product data metrics. User data metrics include user age, gender ratio, and the percentage of users in each age group. Behavioral data metrics include monthly and weekly new user numbers, user repurchase rate, transaction volume, and new user numbers. Product data metrics include the number of best-selling product categories, the top N of best-selling products, product sales revenue, product sales volume, and annual and monthly sales volume. These data metrics are used to analyze and measure business performance.

[0020] Furthermore, the indicator SQL in the analysis report includes report time placeholders, which include start time placeholders and end time placeholders.

[0021] Furthermore, the template rendering unit is equipped with warning thresholds for different data indicators. When a user inputs data into the template creation unit, the template rendering unit analyzes the data. When the input data indicator is lower than the warning threshold, a risk warning value is generated and marked. This allows users to directly view the current indicator data and historical indicator data.

[0022] Furthermore, it also includes an analogy unit, which uses the data analysis report and historical data generated by the template rendering unit to extrapolate the predicted values ​​of user data, behavioral data, and product data for the next period. This provides users with predicted values ​​beyond the analysis report, enabling them to respond promptly to changing situations.

[0023] Furthermore, it also includes a data collection module and a search module. The data collection module is used to collect user operation actions. If no user action of rendering a template and saving a data analysis report is collected within a preset time, it means that the user does not operate this system or has not found the target button. Therefore, when the data collection module collects multiple searches by the user, the search module outputs recommended chart templates. When the user does not select a recommended chart, a pop-up window displays contact information, including online consultation, message board messages, and telephone consultation.

[0024] If a user searches multiple times without a template being rendered or the rendered template not being saved, it indicates that none of the search results meet the user's requirements. This suggests that the user's search keywords were incorrect. In this case, the data collection module retrieves the user's historical records to determine if the user's current needs have appeared in the records. It then retrieves the data analysis templates from the historical data. The user can find the desired data analysis report template based on the historical data and select that template to render the report. If the user searches again after reviewing the historical records, related data analysis report templates are recommended. If the user chooses to re-enter the information after reviewing the historical records, it indicates that the user has new needs, and contact information will be displayed for the user to seek assistance.

[0025] If the user has no search history, the search module will display related searches for the user's entered keywords. For example, if the user enters "sales volume," but the system returns annual or monthly sales volume results that do not meet the user's requirements, the search box will then display related data analysis reports, including weekly or real-time sales volume data analysis. If the related report analysis template is also not what the user needs, contact information will be displayed directly.

[0026] Furthermore, a method for generating data analysis report templates based on an indicator library is also disclosed, including the following steps:

[0027] S10 Create Indicators: Based on the user's actual data analysis needs, create data indicators by writing SQL in the indicator library unit. The output of the indicator library can be a single value, multiple values, or a list of data.

[0028] S20 Save Indicators: When saving a newly created indicator, the SQL syntax is checked to ensure it is correct and that it is a query-only statement. If the indicator passes the check, it can be saved normally. If the check fails, a new indicator is created in the indicator library until the indicator passes the check.

[0029] Create a new template in S30: Write the required content for the report in the rich text editor in the template creation unit and import data indicators at the same time, or search in the indicator library; then save it to the template library in the template creation unit;

[0030] S40 Select Indicators: Select the corresponding data statistics indicators from the indicator library according to user needs;

[0031] S50 Edit Template: Users can select the corresponding analysis report template from the template library and then edit the content within the analysis report template.

[0032] S60 Save Template: Determines if the user-selected statistical indicator exists in the selected analysis report template. If it exists, the edited analysis report template is saved directly to the template library. If it does not exist, the indicator is selected again until the selected analysis report template contains the user-selected indicator.

[0033] S70 New Report: Users can create new reports based on target data analysis reports;

[0034] S80 Template Selection: Users can select the corresponding data analysis report template from the template library based on the type of report to be created.

[0035] S90 Render Template: The template rendering unit obtains the new report and all indicator placeholders in the template corresponding to the new report, as well as the set of all indicator names in the template corresponding to the new report; it obtains the corresponding SQL statement based on the indicator name and executes the SQL statement to obtain the corresponding indicator result; it correctly matches the rich text content based on the indicator name and placeholders, and replaces the text content in the template with the indicator value to complete the template rendering.

[0036] S100 Report Generation: The template rendering unit replaces the data in the template with new data while rendering the template, and finally generates a data analysis report to be presented to the user. Attached Figure Description

[0037] Figure 1 This is a flowchart of an embodiment of the present invention.

[0038] Figure 2 This is a diagram illustrating the method steps of an embodiment of the present invention. Detailed Implementation

[0039] The following detailed description illustrates the specific implementation method:

[0040] The basic implementation examples are as follows: Figure 1 As shown:

[0041] As attached Figure 1-2 As shown:

[0042] A method for generating data analysis report templates based on an indicator library is also disclosed, including the following steps:

[0043] S10 Create Indicators: Based on the user's actual data analysis needs, create data indicators by writing SQL in the indicator library unit. The output of the indicator library can be a single value, multiple values, or a list of data.

[0044] S20 Save Indicators: When saving a newly created indicator, the SQL syntax is checked to ensure it is correct and that it is a query-only statement. If the indicator passes the check, it can be saved normally. If the check fails, a new indicator is created in the indicator library until the indicator passes the check.

[0045] Create a new template in S30: Write the required content for the report in the rich text editor in the template creation unit and import data indicators at the same time, or search in the indicator library; then save it to the template library in the template creation unit;

[0046] S40 Select Indicators: Select the corresponding data statistics indicators from the indicator library according to user needs;

[0047] S50 Edit Template: Users can select the corresponding analysis report template from the template library and then edit the content within the analysis report template.

[0048] S60 Save Template: Determines if the user-selected statistical indicator exists in the selected analysis report template. If it exists, the edited analysis report template is saved directly to the template library. If it does not exist, the indicator is selected again until the selected analysis report template contains the user-selected indicator.

[0049] S70 New Report: Users can create new reports based on target data analysis reports;

[0050] S80 Template Selection: Users can select the corresponding data analysis report template from the template library based on the type of new report.

[0051] S90 Render Template: The template rendering unit obtains the new report and all indicator placeholders in the template corresponding to the new report, as well as the set of all indicator names in the template corresponding to the new report; it obtains the corresponding SQL statement based on the indicator name and executes the SQL statement to obtain the corresponding indicator result; it correctly matches the rich text content based on the indicator name and placeholders, and replaces the text content in the template with the indicator value to complete the template rendering.

[0052] S100 Report Generation: The template rendering unit replaces the data in the template with new data while rendering the template, and finally generates a data analysis report to be presented to the user.

[0053] A data analysis report template generation system based on an indicator library includes an indicator library unit, a template creation unit, and a template rendering unit.

[0054] The indicator library unit is used to create a system data indicator library by writing SQL. The output of the indicator library can be a single value, multiple values, or a list of data.

[0055] For example, data metrics include user data metrics, behavioral data metrics, and product data metrics. User data metrics include user age, gender ratio, and the percentage of users in each age group. Behavioral data metrics include monthly and weekly new user numbers, user repurchase rate, transaction volume, and new user numbers. Product data metrics include the number of best-selling product categories, the top N of best-selling products, product sales revenue, product sales volume, and annual and monthly sales volume. These data metrics are used to analyze and measure business performance.

[0056] The template creation unit selects corresponding data statistical indicators from the indicator library, then selects and edits the content in the analysis template, and saves it to the template library. The template library contains analysis report templates corresponding to different types of analysis reports. Analysis report templates are combined with multiple corresponding data indicators. Both the indicator library and template content are editable. The template creation unit also includes a search module for entering keywords to search for templates and directly select matching modules to insert indicator data. The template unit contains multiple data analysis templates. The indicator SQL in the analysis report includes report time placeholders, including start and end time placeholders.

[0057] The template rendering unit is used to retrieve all indicator placeholders in the newly created report and the corresponding template, as well as the set of all indicator names in the template. Placeholders are special symbols that need to be replaced with data indicators in the report, and they also contain indicator names. The placeholders and their corresponding formats are system-defined. The unit retrieves and executes the corresponding SQL statement based on the indicator name to obtain the corresponding indicator result. It correctly matches the rich text content based on the indicator name and placeholders, and replaces the text content in the template with indicator values, completing template rendering and automatically generating the corresponding data analysis report. The data analysis report can be in HTML, WORD, or PDF format.

[0058] It also includes a detection unit, which is used to verify whether the SQL statement is correct. Based on the user's actual data statistics needs, it creates and saves data indicators in the indicator library. When saving the indicator, the detection unit verifies whether the SQL is compliant. If the indicator passes the verification, it can be saved normally. If the verification fails, a new indicator is created in the indicator library.

[0059] The template rendering unit has warning thresholds for different data indicators. When a user inputs data into the template creation unit, the template rendering unit analyzes the data. If the input data indicator is lower than the warning threshold, a risk warning value is generated and marked. This allows users to directly view the current indicator data and historical indicator data.

[0060] It also includes a data collection module and a search module. The data collection module is used to collect user actions. If no user action of rendering a template and saving a data analysis report is collected within a preset time, it means that the user does not operate this system or has not found the target button. Therefore, when the data collection module collects multiple searches by the user, the search module outputs recommended charts. If the user does not select a recommended chart, a pop-up window will display contact information, including online consultation, message board, and telephone consultation.

[0061] If a user searches multiple times without a template being rendered or the rendered template not being saved, it indicates that none of the search results meet the user's requirements. This suggests that the user's search keywords were incorrect. In this case, the data collection module retrieves the user's historical records to determine if the user's current needs have appeared in the records. It then retrieves the data analysis templates from the historical data. The user can find the desired data analysis report template based on the historical data and select that template to render the report. If the user searches again after reviewing the historical records, related data analysis report templates are recommended. If the user chooses to re-enter the information after reviewing the historical records, it indicates that the user has new needs, and contact information will be displayed for the user to seek assistance.

[0062] If the user has no search history, the search module will display related searches for the user's entered keywords. For example, if the user enters "sales volume," but the system returns annual or monthly sales volume results that do not meet the user's requirements, the search box will then display related data analysis reports, including weekly or real-time sales volume data analysis. If the related report analysis template is also not what the user needs, contact information will be displayed directly.

[0063] It also includes an analogy unit, which uses the data analysis report and historical data generated by the template rendering unit to extrapolate the predicted values ​​of user data, behavioral data, and product data for the next period. This provides users with predicted values ​​beyond the analysis report, enabling them to respond promptly to changing situations.

[0064] The above descriptions are merely embodiments of the present invention, and common knowledge regarding specific structures and characteristics is not elaborated upon here. It should be noted that those skilled in the art can make various modifications and improvements without departing from the structure of the present invention, and these should also be considered within the scope of protection of the present invention. These modifications and improvements will not affect the effectiveness of the present invention or the practicality of the patent. The scope of protection claimed in this application should be determined by the content of its claims, and the specific embodiments described in the specification can be used to interpret the content of the claims.

Claims

1. A system for generating a data analysis report template based on an index library, characterized by: It includes an indicator library unit, a template creation unit, and a template rendering unit. The indicator library unit is used to create a system data indicator library by writing SQL. The output of the indicator library can be a single value, multiple values, or a list of data. The template creation unit selects the corresponding data statistical indicators from the indicator library, then selects and edits the content in the analysis template, and saves it to the template library of the template creation unit. The template library contains analysis report templates corresponding to different types of analysis reports. The analysis report templates are combined with multiple corresponding data indicators. Both the indicator library and the template content can be edited. The template rendering unit is used to obtain all indicator placeholders in the newly created report and the template corresponding to the newly created report, as well as the set of all indicator names in the template corresponding to the newly created report. The placeholders are special symbols that need to be replaced with data indicators in the report. The placeholders also contain indicator names. The placeholders and their corresponding formats are defined by the system. The unit obtains the corresponding SQL statement based on the indicator name and executes the SQL statement to obtain the corresponding indicator results. The unit correctly matches the rich text content based on the indicator name and placeholders, and replaces the text content in the template with indicator values ​​to complete the template rendering. Finally, the corresponding data analysis report is automatically generated. It also includes a detection unit, which is used to verify whether the SQL statement is correct. According to the user's actual data statistics needs, it creates and saves data indicators in the indicator library. When saving the indicator, the detection unit verifies whether the SQL is compliant. If the indicator passes the verification, it can be saved normally. If the verification fails, a new indicator is created in the indicator library. 2.The system of claim 1, wherein: The template creation unit also includes a search module, which is used to input keywords to search for templates and then directly select the matching module to insert indicator data. The template unit has multiple templates.

3. The system for generating a report template based on a data analysis report according to claim 1, wherein: The data analysis report can be in any of the following formats: HTML, WORD, or PDF.

4. The system for generating a report template based on a data analysis report according to claim 1, wherein: The data metrics include user data metrics, behavioral data metrics, and product data metrics. The user data metrics include user age, gender ratio, and the percentage of users in each age group. The behavioral data metrics include monthly and weekly new user numbers, user repurchase rate, transaction volume, and new user numbers. The product data metrics include the number of best-selling categories, the top N of best-selling products, product sales revenue, product sales volume, and annual and monthly sales volume.

5. The system for generating a report template for data analysis based on an index library according to claim 1, characterized in that: The SQL indicators in the analysis report include report time placeholders, which include start time placeholders and end time placeholders.

6. The system for generating a report template for data analysis based on an index library according to claim 1, characterized in that: The template rendering unit is equipped with warning thresholds for different data indicators. When the user inputs data into the template creation unit, the template rendering unit analyzes the data. When the data indicator of the input data is lower than the warning threshold, a risk warning value is generated and marked.

7. The system for generating a report template for data analysis based on an index library according to claim 4, characterized in that: It also includes an analogy unit, which uses the data analysis report and historical data generated by the template rendering unit to extrapolate the predicted values ​​of user data, behavioral data and product data for the next period. 8.The index library based data analysis report template generation system of claim 1, wherein: It also includes a data collection module and a search module. The data collection module is used to collect user operation actions. If no user action of rendering a template and saving a data analysis report is collected within a preset time, it means that the user does not operate this system or has not found the target button. Therefore, when the data collection module collects multiple searches by the user, the search module outputs recommended chart templates. When the user does not select a recommended chart, a pop-up window displays contact information, including online consultation, message board messages, and telephone consultation.

9. A method for generating data analysis report templates based on an indicator library, characterized in that: The steps include: S10 Create Indicators: Based on the user's actual data analysis needs, create data indicators in the indicator library unit by writing SQL. The output of the indicator library can be a single value, multiple values, or a list of data. S20 Save Indicators: When saving a newly created indicator, the SQL syntax is checked to ensure it is correct and that it is a query-only statement. If the indicator passes the check, it can be saved normally. If the check fails, a new indicator is created in the indicator library until the indicator passes the check. Create a new template in S30: Write the required content for the report in the rich text editor in the template creation unit and import data indicators at the same time, or search in the indicator library; then save it to the template library in the template creation unit; S40 Select Indicators: Select the corresponding data statistics indicators from the indicator library according to user needs; S50 Edit Template: The user selects the corresponding analysis report template from the template library and then edits the content of the analysis report template. S60 Save Template: Determine whether the data statistical indicator selected by the user exists in the selected analysis report template. If it exists, the edited analysis report template is directly saved to the template library. If it does not exist, select the indicator again until the selected analysis report template contains the indicator selected by the user. S70 Create Report: The user creates a new report based on the target data analysis report. S80 Select Template: The user selects the corresponding data analysis report template from the template library according to the type of the new report. S90 Render Template: The template rendering unit obtains the new report and all indicator placeholders in the template corresponding to the new report, as well as the set of all indicator names in the template corresponding to the new report. Get the corresponding SQL statement based on the indicator name and execute the SQL statement to get the corresponding indicator result. Correctly match the rich text content based on the indicator name and placeholders, and replace the text content in the template with the indicator value to complete the template rendering. S100 Report Generation: The template rendering unit replaces the data in the template with new data while rendering the template, and finally generates a data analysis report to be presented to the user.

Images