Report framework generation method and system

The report framework generation method designed using the Cap4j platform solves the problems of cumbersome and inefficient report development, achieves lightweight integration and flexible configuration, supports multi-dimensional report development, and improves development efficiency and user experience.

CN115952164BActive Publication Date: 2026-01-13IND BANK CO +1
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Patent Information

Application Number
CN202211473073.3
Authority / Receiving Office
CN · China
Patent Type
Patents(China)
Current Assignee / Owner
Filing Date
2022-11-21
Publication Date
2026-01-13
Estimated Expiration
2042-11-21

AI Technical Summary

Technical Problem

In existing technologies, report development requires developers to manually write a large amount of front-end and back-end code, resulting in a cumbersome development process, a large workload, poor reusability, and an inability to quickly respond to the rapid growth of business needs.

Method used

Designed and developed using the Cap4j platform, it provides a method for generating report frameworks. Through initialization settings, configuring report header field information, setting query condition fields, and utilizing the underlying database to store data, it supports configurable development and asynchronous downloading technologies, enabling lightweight and flexible report configuration.

Benefits of technology

It achieves lightweight integration of the reporting framework, supports integration with Java code projects, requires no additional server deployment, offers flexible header configuration, supports multi-dimensional configuration, solves the problem of downloading large amounts of data, and improves development efficiency and user experience.

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Abstract

The application provides a report framework generation method and system, comprising: step S1: initializing and setting a report; step S2: saving sub-table data into a bottom-layer database; step S3: configuring report header field information based on the bottom-layer database and a report header style; and step S4: obtaining corresponding report data by setting a query condition field of the report based on the bottom-layer database and the configured report header field information. The application supports configuration development of the whole report. The report header configuration mode is flexible, supports arbitrary configuration from a detailed table to a multi-dimensional table, and the detailed table header configuration does not need code development, but can be completed by a front-end page function. Complex report development can be completed by writing an XML file. Report parameter content supports configuration setting, and the report parameter type and association type can be configured by a front-end page function. For a drop-down box type parameter, the purpose of reading a data dictionary to load drop-down box options can be achieved.
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Description

Technical Field

[0001] This invention relates to the field of report-related technology, specifically to a method and system for generating report frames. Background Technology

[0002] Report development typically requires developers to manually write a large amount of front-end and back-end code, resulting in a cumbersome development process, a heavy workload, and poor reusability, which is not conducive to responding to the current situation of rapidly growing business needs.

[0003] Patent document CN104778241B (application number: 201510164022.6) discloses a report generation method and system, including: obtaining a report type selected by the user as the report selection type; selecting a report template corresponding to the report selection type from a report template library, wherein the report template defines a data source and a display method; and obtaining a data range selected by the user; extracting data within the data range from the data source defined by the report template as data to be displayed; and displaying the data to be displayed according to the display method defined by the report template.

[0004] This invention is designed and developed using the Cap4j platform, which supports configurable development of detailed and complex report types. For different reports, the framework supports users to customize report styles. Summary of the Invention

[0005] In view of the shortcomings of the prior art, the purpose of this invention is to provide a method and system for generating report frames.

[0006] A report framework generation method provided by the present invention includes:

[0007] Step S1: Initialize the report settings;

[0008] Step S2: Save the sub-table data to the underlying database;

[0009] Step S3: Configure report header field information based on the underlying database and report header style;

[0010] Step S4: Based on the underlying database and the configured report header field information, obtain the corresponding report data by setting the report query condition fields.

[0011] Preferably, the initialization settings for the report are configured by setting the report's scope of use, user group, and data visibility range based on the initialization settings.

[0012] Preferably, step S3 involves: filtering and configuring report header field information based on the underlying database and storing it in the underlying database; the report display page then displays the report by reading the report header content from the underlying database. Alternatively, an XML statement is developed and imported into the underlying database; the report display page obtains the XML node information from the underlying database, identifies key nodes (items), recursively traverses the nodes, and parses and constructs the header using an attribute parsing method.

[0013] Preferably, step S4 involves setting the query condition fields of the report according to actual business needs, and setting the report data type, association type, and whether to display it during export.

[0014] Preferably, the basic information of the report, the field information of the report, and the data information of the report are stored in different tables in the underlying database, and are associated with the report number through a unique report identifier.

[0015] Preferably, the data to be downloaded is read from the underlying database, and one or more of the following methods are set: asynchronous download method, queue rate limiting method, and load balancing method.

[0016] Preferably, for reports with large data volumes, the system adds automatic data pagination and dynamic splicing of complex headers.

[0017] A report framework generation system according to the present invention includes:

[0018] Module M1: Performs initialization settings for the report;

[0019] Module M2: Saves sub-table data to the underlying database;

[0020] Module M3: Configures report header field information based on the underlying database and report header style;

[0021] Module M4: Based on the underlying database and configured report header fields, it retrieves the corresponding report data by setting the query conditions fields of the report.

[0022] Preferably, the initialization settings for the report are configured by: setting the report's scope of use, user group, and data visibility range based on the initialization settings;

[0023] The module M3 adopts the following approach: It filters and configures report header field information based on the underlying database and stores it in the underlying database. The report display page then displays the report by reading the report header content from the underlying database. Alternatively, it develops XML statements and imports them into the underlying database. The report display page then obtains XML node information from the underlying database, identifies key node items, recursively traverses the nodes, and parses and constructs the header using attribute parsing methods.

[0024] The module M4 adopts the following approach: setting the query condition fields of the report according to actual business needs, and setting the report data type, association type, and whether to display it when exporting;

[0025] The basic information of the report, the field information of the report, and the data information of the report are stored in different tables in the underlying database, and are associated with the report number through a unique report identifier.

[0026] Preferably, the data to be downloaded is read from the underlying database, and one or more of the following methods are set: asynchronous download method, queue rate limiting method, and load balancing method;

[0027] For reports with large amounts of data, we have added features such as automatic data pagination and dynamic splicing of complex table headers.

[0028] Compared with the prior art, the present invention has the following beneficial effects:

[0029] 1. The reporting framework of this invention is lightweight and can be integrated into most existing Java code development projects. Compared with existing third-party tools, Cognos Yonghong BI does not require additional server deployment. Furthermore, since the JIA package is shared with the JIA package in the project, there is no need for separate vulnerability maintenance.

[0030] 2. This invention's reports fully support configurable development. The report header configuration is flexible, supporting arbitrary configurations from detailed to multi-dimensional. Detailed header configuration requires no code development; it can be completed solely through the front-end page functionality. Complex report development only requires writing a single XML file to complete the report configuration and display. Report parameter content supports configurable settings; report parameter types and associated types can be configured through the front-end page functionality. For dropdown type parameters, it can read data from the data dictionary to load dropdown options.

[0031] 3. The present invention enables scheduled download of report content. By using asynchronous download, queue rate limiting, and load balancing, it solves the problems of large data volume, high concurrency, and high server performance requirements that lead to download timeouts and failures. Attached Figure Description

[0032] Other features, objects, and advantages of the present invention will become more apparent from the following detailed description of non-limiting embodiments with reference to the accompanying drawings:

[0033] Figure 1 Flowchart for generating the report framework.

[0034] Figure 2 This is a schematic diagram of the report framework. Detailed Implementation

[0035] The present invention will now be described in detail with reference to specific embodiments. These embodiments will help those skilled in the art to further understand the present invention, but do not limit the invention in any way. It should be noted that those skilled in the art can make several changes and improvements without departing from the concept of the present invention. These all fall within the scope of protection of the present invention.

[0036] Example 1

[0037] According to the present invention, a method for generating a report framework is provided, such as... Figure 1 As shown, it includes:

[0038] Step S1: Initialize the report settings;

[0039] Step S2: Save the sub-table data to the underlying database;

[0040] Step S3: Configure report header field information based on the underlying database and report header style;

[0041] Step S4: Based on the underlying database and the configured report header field information, obtain the corresponding report data by setting the report query condition fields.

[0042] Specifically, the initialization settings for the report are as follows: based on the initialization settings, the scope of use of the report, the user group, and the data visibility range are set.

[0043] Specifically, step S3 involves: filtering and configuring report header field information based on the underlying database and storing it in the underlying database; the report display page then displays the report by reading the report header content from the underlying database; or, by developing XML statements and importing them into the underlying database, the report display page obtains XML node information from the underlying database, identifies key node items, recursively traverses the nodes, and parses and constructs the header using attribute parsing methods.

[0044] Specifically, step S4 involves setting the query condition fields of the report according to actual business needs, and setting the report data type, association type, and whether to display it during export.

[0045] Specifically, the basic information of the report, the field information of the report, and the data information of the report are stored in different tables in the underlying database, and are associated with the report number through a unique report identifier.

[0046] Specifically, based on the underlying database, the data to be downloaded is read, and one or more of the following methods are set: asynchronous download method, queue rate limiting method, and load balancing method.

[0047] Specifically, for reports with large data volumes, features such as automatic data pagination and dynamic splicing of complex table headers have been added.

[0048] A report framework generation system according to the present invention includes:

[0049] Module M1: Performs initialization settings for the report;

[0050] Module M2: Saves sub-table data to the underlying database;

[0051] Module M3: Configures report header field information based on the underlying database and report header style;

[0052] Module M4: Based on the underlying database and configured report header fields, it retrieves the corresponding report data by setting the query conditions fields of the report.

[0053] Specifically, the initialization settings for the report are as follows: based on the initialization settings, the scope of use of the report, the user group, and the data visibility range are set.

[0054] The module M3 adopts the following approach: It filters and configures report header field information based on the underlying database and stores it in the underlying database. The report display page then displays the report by reading the report header content from the underlying database. Alternatively, it develops XML statements and imports them into the underlying database. The report display page then obtains XML node information from the underlying database, identifies key node items, recursively traverses the nodes, and parses and constructs the header using attribute parsing methods.

[0055] The module M4 adopts the following approach: setting the query condition fields of the report according to actual business needs, and setting the report data type, association type, and whether to display it when exporting;

[0056] The basic information of the report, the field information of the report, and the data information of the report are stored in different tables in the underlying database, and are associated with the report number through a unique report identifier.

[0057] Specifically, based on reading the data to be downloaded from the underlying database, one or more of the following methods are set: asynchronous download method, queue rate limiting method, and load balancing method;

[0058] For reports with large amounts of data, we have added features such as automatic data pagination and dynamic splicing of complex table headers.

[0059] Example 2

[0060] Example 2 is a preferred example of Example 1.

[0061] Traditionally, report development requires developers to manually write a large amount of front-end and back-end code, resulting in a cumbersome development process, heavy workload, and poor reusability, which is not conducive to responding to the current rapid growth in business needs. This report framework is designed and developed using the Cap4j platform, supporting configurable development of detailed and complex report types. For different report types, the framework allows users to customize report styles. Figure 2 As shown, the framework includes the following modules: report registration module, report field maintenance module, report parameter maintenance module, report display module, and report appointment download module.

[0062] The report registration module allows users to download an automatic report registration template, fill in the relevant report registration information, and control the report's scope of use, user groups, and data visibility by filling in a multi-sheet Excel document. After completion, the report is imported into the system and saved. The report registration information is automatically saved to the database storage module, and the automatic report registration is completed.

[0063] The database storage module stores basic report information, report field information, and report parameter information in different tables within the underlying database, and associates them using a unique report identifier (report number). This effectively avoids problems such as too many fields in a single database table and overly complex table structures, significantly improving database performance.

[0064] The report field maintenance module allows registered reports to have their fields maintained. Developed using the Cap4j platform, this module is primarily divided into detailed report field maintenance and complex report field maintenance. Detailed reports allow users to filter and configure report header fields on the front-end page, which are then stored in the database. The report display page directly reads the report header content from the database and displays it. Complex reports require the development of XML statements and importing them into the database. When the page is displayed, the system fully retrieves the XML node information from the database, identifies key nodes (items), recursively traverses the nodes, parses the back-end information from the front-end, and constructs the header using attribute parsing methods. By combining these two field maintenance methods, the system enables users to customize and maintain report header information, meeting a wider range of business needs.

[0065] The report parameter maintenance module allows registered reports to maintain their parameter information. Users can set query condition fields for reports according to actual business needs and control parameter types, association types, and whether to display them during export. Parameters support drop-down options, and default values ​​can be set by configuring data dictionary information to identify dictionary values ​​and text. After maintenance, the parameter information is saved to the database storage module and can be used as conditions for queries in the report display module.

[0066] The report display module, after report registration, report field maintenance, and report parameter maintenance, automatically generates report styles by parsing database field information, based on report rules and field attributes, and formats the report field data according to field formatting attributes.

[0067] The report download scheduling module was designed to address the issues of downloading large amounts of data, high concurrency, and demanding server performance, which could lead to download timeouts and failures. During download, the module first reads the data to be downloaded from the database storage module and uses an asynchronous download approach to resolve long user wait times and download failures. Queue rate limiting alleviates server pressure, and load balancing solves the problem of high-concurrency report downloads. Furthermore, for large-volume reports, automatic data pagination and dynamic header concatenation for complex data have been added to improve the user experience.

[0068] Those skilled in the art will understand that, in addition to implementing the system, apparatus, and their modules provided by this invention in purely computer-readable program code, the same program can be implemented in the form of logic gates, switches, application-specific integrated circuits, programmable logic controllers, and embedded microcontrollers by logically programming the method steps. Therefore, the system, apparatus, and their modules provided by this invention can be considered a hardware component, and the modules included therein for implementing various programs can also be considered structures within the hardware component; alternatively, modules for implementing various functions can be considered both software programs implementing the method and structures within the hardware component.

[0069] Specific embodiments of the present invention have been described above. It should be understood that the present invention is not limited to the specific embodiments described above, and those skilled in the art can make various changes or modifications within the scope of the claims, which do not affect the essence of the present invention. Unless otherwise specified, the embodiments and features described in this application can be arbitrarily combined with each other.

Claims

1. A method for generating a report framework, characterized in that, include: Step S1: Initialize the report settings; Step S2: Save the sub-table data to the underlying database; Step S3: Configure report header field information based on the underlying database and report header style; Step S4: Based on the underlying database and the configured report header field information, obtain the corresponding report data by setting the report query condition fields; Step S3 involves: filtering and configuring report header field information based on the underlying database and storing it in the underlying database; the report display page then displays the report by reading the report header content from the underlying database. Alternatively, by developing XML statements and importing them into the underlying database, the report display page can obtain XML node information from the underlying database, identify key nodes (items), recursively traverse the nodes, and parse and construct the table header using attribute parsing methods. Step S4 involves setting the query condition fields of the report according to actual business needs, and setting the report data type, association type, and whether to display it during export.

2. The report framework generation method according to claim 1, characterized in that, The initialization settings for the report are as follows: based on the initialization settings, the scope of use of the report, the user group, and the data visibility range.

3. The report framework generation method according to claim 1, characterized in that, The basic information of the report, the field information of the report, and the data information of the report are stored in different tables in the underlying database, and are associated with the report number through a unique report identifier.

4. The report framework generation method according to claim 1, characterized in that, Based on the underlying database, read the data to be downloaded and set one or more of the following methods: asynchronous download method, queue rate limiting method, and load balancing method.

5. The report framework generation method according to claim 1, characterized in that, For reports with large amounts of data, we have added features such as automatic data pagination and dynamic splicing of complex table headers.

6. A report framework generation system, characterized in that, include: Module M1: Performs initialization settings for the report; Module M2: Saves sub-table data to the underlying database; Module M3: Configures report header field information based on the underlying database and report header style; Module M4: Based on the underlying database and configured report header fields, it retrieves the corresponding report data by setting the query conditions fields of the report. The initialization settings for the report are as follows: Based on the initialization settings, the scope of use, user group, and data visibility range of the report are set. The module M3 adopts the following approach: it filters and configures the report header field information based on the underlying database and stores it in the underlying database. The report display page displays the report by reading the report header content from the underlying database. Alternatively, by developing XML statements and importing them into the underlying database, the report display page can obtain XML node information from the underlying database, identify key nodes (items), recursively traverse the nodes, and parse and construct the table header using attribute parsing methods. The module M4 adopts the following approach: setting the query condition fields of the report according to actual business needs, and setting the report data type, association type, and whether to display it when exporting; The basic information of the report, the field information of the report, and the data information of the report are stored in different tables in the underlying database, and are associated with the report number through a unique report identifier.

7. The report framework generation system according to claim 6, characterized in that, Based on the underlying database, read the data to be downloaded and set one or more of the following methods: asynchronous download method, queue rate limiting method, and load balancing method; For reports with large amounts of data, we have added features such as automatic data pagination and dynamic splicing of complex table headers.

Citation Information

Patent Citations

  • A report generation method and system

    CN104778241B

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    CN105843945A

  • Report generation method and device, computer equipment and storage medium

    CN115061721A