A method for how to unify format and personalize data setting of automatically generated ppt

CN117688921BActive Publication Date: 2026-11-03CHINA LIFE INSURANCE CO LTD
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Patent Information

Application Number
CN202311593563.1
Authority / Receiving Office
CN · China
Patent Type
Patents(China)
Current Assignee / Owner
Filing Date
2023-11-27
Publication Date
2026-11-03
Estimated Expiration
2043-11-27

AI Technical Summary

Technical Problem

[0002]保险行业有很多需要业务汇报的ppt,有固定模式,借助于科技功能,已实现了自动生成,目前的方法是读取标识符本身的字体与样式,对于已填充的数据进行依次轮询赋值,但这样做存在问题,需展示的数据中如果有某个值需要重点突出,字体需要单独加粗或加大或标色的时候,目前的方法无法实现,导致生成的过程中,出现对于表格类的数据、特殊单元格内的数据,自动生成后存在字体与格式不统一或无法实现个性化展示的问题

Benefits of technology

1.通过在ppt中插入文本框、拆分文本框的方式对需要个性化数据进行单独设置,之后通过标识符自身的属性进行识别,实际数据按照标识符位置进行替换后,按照标识符属性进行回写,实现了个性化数据的渲染功能。

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Abstract

The application provides a method for how to unify format and personalize data setting of automatically generated ppt, comprising the following steps: S1, newly creating a blank template of ppt; S2, editing content of the blank template, using an identifier to identify personalized content; S3, making a data result set; S4, configuring request information and sending a request instruction; S5, returning the result set and triggering template and data fusion; S6, outputting a final file according to a generated file format; the application solves the problem that ppt type cannot be personalized in the process of automatically filling data by using the segmentation of a text box and the identifier and space assignment of a table, and makes the personalized display of ppt content successfully realized.
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Description

Technical Field

[0001] This invention relates to the field of computer science and technology, and in particular to a method for unifying the format and personalizing data settings of automatically generated PowerPoint presentations. Background Technology

[0002] The insurance industry has many PowerPoint presentations that require business reporting. These presentations follow a fixed format and can be automatically generated using technology. The current method reads the font and style of the identifiers and assigns values ​​to the already filled data in a polling manner. However, this approach has problems. If a value in the data to be presented needs to be highlighted, or if the font needs to be bolded, enlarged, or highlighted in a different color, the current method cannot achieve this. As a result, during the generation process, issues arise where the font and format are inconsistent or personalized presentations are not achieved for table-type data or data in special cells after automatic generation. Summary of the Invention

[0003] The purpose of this invention is to address the shortcomings of existing technologies by proposing a method for unifying the format and personalizing data settings of automatically generated PPTs.

[0004] To achieve the above objectives, the present invention adopts the following technical solution: A method for standardizing the format and personalizing data settings in automatically generated PowerPoint presentations includes the following steps: S1: Create a new blank PowerPoint template; S2: Edit the blank template content and use identifiers to mark content that needs to be customized; Identifiers are used to precisely locate the desired data item in the returned result set; S3: Create a data result set; The business department submits specific requirements, and the back-end IT staff creates a data result set based on those requirements. S4: Configure request information and send request instructions; The request information includes the template file, data acquisition logic, and generated file format; S5: Returns the result set, triggering template and data fusion; S6: Output the final file according to the generated file format; After the write-back is complete, the generated file is converted into a file or image of the corresponding format, triggering the command to return the final file, outputting the final file, and then displaying the final file on the front end.

[0005] Furthermore, step S2 includes: S21: Insert a text box into the blank template and enter the content to be displayed in the text box to create a PPT template; S22: Use identifiers to mark the personalized content in the input; S23: Extract the content of the identifier and label it with a separate text box. Divide the original text box into multiple text boxes according to the text box to be labeled. S231: Create multiple text boxes and edit their content; S232: Personalized content settings; Set the desired color, font, and size for text box content that requires personalized display; S233: Adjust the position of the text box and save it as a template file.

[0006] Furthermore, the creation of the data result set involves back-end IT personnel performing logical processing on the original business data to output the fields required for the business. This logical processing is implemented through data interfaces or stored procedures and requires input parameters, through which private data from different teams can be obtained.

[0007] Furthermore, S4 specifically includes: uploading a template file, configuring data acquisition logic and setting the generated file format, packaging the template file, data acquisition logic, and generated file format into request information, and sending a request instruction carrying the request information; the data acquisition logic includes existing data interfaces or stored procedures for selection and configuration; the type of the generated file format includes files or images, the file format includes PDF format, and the image format includes JPG and PNG formats.

[0008] Furthermore, the request command transmits the template file and data acquisition logic to the backend as parameters, triggering the template and data fusion command. The backend receives the template file, reads and scans it, and records the identifier position, color, font, style, and size. The system returns a result set from the backend based on the generated data result set, retrieves the data at a specified position in the specified result set through an identifier, assigns this data to the text box, and then writes back the information such as the color, font, style, and size of the record.

[0009] Furthermore, it also includes methods for handling standardized formats for generated tabular data: A1: Create a table template; Insert a table into a blank template to create a table template; A2: Edit the content of the table template and enter identifiers in the table; A21: Set the table header in the table. Below the header is the data area. Enter the identifier in the first cell of the data area. A22: In the other cells of the data area, enter a space as a placeholder character; A23: Identify the cells that need personalized display, select the "space" in the cell and set personalized attributes for this space. If the format is uniform, A23 is not required. A24: Personalize the identifier; Select the identifier and adjust its personalization attributes, including font, color, and size. Once you are sure it is correct, save it as a template file. A3: Configure request information and send request instructions; A4: Returns the result set, triggering template and data fusion; The request command sends the template file and data acquisition logic to the backend as parameters, triggering a template and data fusion command. The backend receives the template file, reads the template, records the identifier and corresponding personalized attribute settings, and returns a result set through the data acquisition logic. Starting with the identifier, data is filled in, and the personalized attributes of the spaces set in the cells are read in turn. If the personalized attribute of the space exists, it is used to write back after the data in the cell is filled. If the personalized attribute of the space does not exist in the cell, the personalized attribute of the identifier is used to write back. The data is filled in turn, and the personalized attributes are written back in turn.

[0010] A5: Output the final file according to the generated file format; Furthermore, the final file output is sorted by type. This includes determining the final file type based on the filename extension. If it is a file, a download link is created, triggering the download dialog box to display the download link, which is then used to download and output the final file. If the final file is an image, an image display page is triggered, displaying the image.

[0011] Compared with the prior art, the beneficial effects of the present invention are as follows: 1. By inserting and splitting text boxes in PowerPoint, personalized data can be set individually. Then, the data is identified by the attributes of the identifier itself. The actual data is replaced according to the identifier position and then written back according to the identifier attributes, thus realizing the function of rendering personalized data.

[0012] 2. By setting identifier attributes for tables in PowerPoint, uniform formatting (assigning values ​​according to identifier format) is achieved even when other cells do not have attribute settings. Taking full advantage of the characteristic that spaces are not displayed when no data is filled, personalized attribute settings for spaces enable the automatic refilling of table data by reading the space attribute, assigning actual data, and then displaying the data.

[0013] 3. By using text box segmentation and table identifiers and space assignment, the problem of PPT types being unable to perform personalized assignment during the automatic data filling process was solved, enabling the smooth personalization of PPT content display. Attached Figure Description

[0014] Figure 1 This is a flowchart illustrating the method of the present invention for unifying the format and personalizing data settings of automatically generated PPTs. Implementation

[0015] To provide a further understanding of the purpose, structure, features, and functions of the present invention, detailed descriptions are provided below with reference to specific embodiments. Example

[0016] A method for unifying the format and personalizing data settings in automatically generated PowerPoint presentations includes the following steps: S1: Create a new blank PowerPoint template; Launch the PowerPoint software program and create a PPT file as a blank template; S2: Edit the blank template content and use identifiers to mark content that needs to be customized; S21: Insert a text box into the blank template and enter the content to be displayed in the text box to create a PPT template; Enter "Warm congratulations to Team X for successfully achieving the phase goal of the business competition" in the text box; according to business needs, when displaying the text, the words "Team X" need to be bolded, enlarged, and the font needs to be different from other fonts. At this time, "Team X" is considered to be content that needs to be personalized. S22: Use identifiers to mark the personalized content in the input; After confirming that personalized content is needed, replace "Team X" with the identifier $x[m][n]; at this point, the text box content has changed to "Warm congratulations to $x[m][n] for successfully achieving the business competition stage goal".

[0017] $x[m][n] is an identifier, where x, m, and n are all natural numbers; x represents the number of result sets returned by the backend, starting from 1; m is the m-th row of this result set; and n is the n-th column. Using $x[m][n] allows you to precisely locate the desired data item.

[0018] A result set is a collection of data results returned by a procedure or interface. It is generally divided into a single result set (i.e., only one data set) and multiple result sets (i.e., multiple independent data sets). S23: Extract the content of the identifier and label it with a separate text box. Divide the original text box into multiple text boxes according to the text box to be labeled. S231: Create multiple text boxes and edit their content; In the PPT template, create 3 new text box components. Move "Warm congratulations" from "Warm congratulations $x[m][n] on successfully achieving the phase goal of the business competition" to the first text box, move "$x[m][n]" to the second text box, and move "successfully achieved the phase goal of the business competition" to the third text box. S232: Personalized content settings; For the second text box that needs to be personalized, select "$x[m][n]" and use the built-in functions of the PowerPoint software to set the desired color, font, and size of the text box content; S233: Adjust the position of the text box and save it as a template file; After setting up the personalized content, adjust the positions of the three split text boxes according to the desired result, and then save it as a template file.

[0019] S3: Create a data result set; Business departments submit business requirements to the IT department through verbal descriptions, paper documents, processes, etc., which are the data fields that need to be displayed in the PPT template. In this invention, the fields "Name of Teams that have achieved the target" and "Achieved target amount" are used as examples. Back-end IT personnel perform logical processing on the original business data to output the fields required by the business, such as "Name of Teams that have achieved the target" and "Achieved target amount". Logical processing can be implemented through data interfaces or stored procedures with input parameters. The private data of different teams can be obtained through the input parameters.

[0020] A stored procedure is a collection of pre-compiled SQL statements that can be executed once within a transaction. Based on these characteristics, the following result definitions can be obtained.

[0021] Single result set: A list of results returned by a single SQL query is called a single result set; Multiple result sets: Multiple result lists returned by multiple SQL query statements are called multiple result sets; S4: Configure request information and send request instructions; The request information includes a template file, data acquisition logic, and a generated file format. The template file is uploaded, the data acquisition logic is configured, and the generated file format is set. The template file, data acquisition logic, and generated file format are packaged into the request information, and a request instruction is sent, carrying the request information. The data acquisition logic includes existing data interfaces or stored procedures for configuration selection. The generated file format type includes files or images; file formats include PDF, and image formats include JPG, PNG, etc.

[0022] S5: Returns the result set, triggering template and data fusion; The request command sends the template file and data acquisition logic to the backend as parameters, triggering the template and data fusion command. The backend receives the template file, reads and scans it, and records information such as identifier position, color, font, style, and size. The system returns a result set from the backend based on the generated data result set. It retrieves the data at a specified position in the specified result set using the identifier $x[m][n], assigns this data to the text box, and then writes back the recorded information such as color, font, style, and size.

[0023] S6: Output the final file according to the generated file format; After the write-back is complete, the generated file is converted into a file or image of the corresponding format, triggering the command to return the final file, outputting the final file, and then displaying the final file on the front end. Example

[0024] A method for unifying the format and personalizing data settings in automatically generated PowerPoint presentations, including processing the format of generated tabular data, comprising the following processing methods: A1: Create a table template; Insert a table into a blank template to create a table template; A2: Edit the content of the table template and enter identifiers in the table; A21: Set the table header in the table. Below the header is the data area. Enter the identifier {$n} in the first cell of the data area, where n is a natural number. The default is to start from 1. Multiple identifiers can be set in the template. Data will be filled in the position of the identifier in the cycle. n represents the number of result sets returned by S3. For example, "1" represents the first result set, "2" represents the second result set, and so on. You can set n identifiers if n result sets are returned, but the number of identifiers set must be less than the number of result sets returned.

[0025] A22: In the other cells of the data area, enter a space as a placeholder character; A23: Identify the cells that need personalized display, select the "blank" cells, and set personalized attributes for these blank cells, such as highlight color, adjust font, size, etc.; if a uniform format is required, no processing is needed; A24: The cell containing the identifier {$n} needs to be carefully configured. Select "{$n}" itself and adjust its font, color, size, and other attributes. After confirming that everything is correct, save it as a template file. A3: Configure request information and send request instructions; Same as step S4.

[0026] A4: Returns the result set, triggering template and data fusion; The request command sends the template file and data retrieval logic to the backend as parameters, triggering a template and data fusion command. The backend receives the template file, reads the template, records the identifier {$n} and its corresponding attribute settings, and returns a result set through the data retrieval logic. Starting with the identifier {$n}, data is filled in sequentially. The personalized attributes of the spaces set in the cells are read in turn. If the personalized attribute of the space exists, it is used to write back after the data in that cell is filled. If the personalized attribute of the space does not exist in the cell, the personalized attribute of the identifier {$n} is used to write back. The data is filled in sequentially, and the personalized attributes are written back in sequence.

[0027] A5: Output the final file according to the generated file format; After the write-back is complete, the generated file is converted into a file or image of the corresponding format, triggering the command to return the final file, outputting the final file, and then displaying the final file on the front end.

[0028] Furthermore, the final file output is sorted by type. This includes determining the final file type based on the filename extension. If it is a file, a download link is created, triggering the download dialog box to display the download link, which is then used to download and output the final file. If the final file is an image, an image display page is triggered, displaying the image.

[0029] The present invention has been described in the above-described embodiments; however, these embodiments are merely examples for implementing the present invention. It must be noted that the disclosed embodiments do not limit the scope of the present invention. Conversely, any modifications and refinements made without departing from the spirit and scope of the present invention are within the scope of patent protection of the present invention.

Claims

1. A method for unifying the format and personalizing data settings in automatically generated PPTs, characterized by: Includes the following steps: S1: Create a new blank PowerPoint template; S2: Edit the blank template content and use identifiers to mark content that needs to be customized; Identifiers are used to precisely locate the desired data item in the returned result set; S21: Insert a text box into the blank template and enter the content to be displayed in the text box to create a PPT template; S22: Use identifiers to mark the personalized content in the input; S23: Extract the content of the identifier and label it with a separate text box. Divide the original text box into multiple text boxes according to the text box to be labeled. S231: Create multiple text boxes and edit their content; S232: Personalized content settings; Set the desired color, font, and size for text box content that needs to be personalized; S233: Adjust the position of the text box and save it as a template file; S3: Create a data result set; The business department submits specific requirements, and the back-end IT staff creates a data result set based on those requirements. S4: Configure request information and send request instructions; The request information includes the template file, data acquisition logic, and generated file format; S5: Returns the result set, triggering template and data fusion; S6: Output the final file according to the generated file format; After the write-back is completed, the file is converted into a file or image of the corresponding format according to the generated file format, triggering the command to return the final file, outputting the final file, and calling the front end to display the final file; The method also includes a method for processing the generated tabular data with a uniform format: A1: Create a table template; Insert a table into a blank template to create a table template; A2: Edit the content of the table template and enter identifiers in the table; A21: Set the table header in the table. Below the header is the data area. Enter the identifier in the first cell of the data area. A22: In the other cells of the data area, enter a space as a placeholder character; A23: Identify the cells that need personalized display, select the "blank" in the cell and set personalized attributes for this blank space. If the format is uniform, A23 is not required. A24: Personalize the identifier; Select the identifier and adjust its personalization attributes, including font, color, and size. Once you are sure it is correct, save it as a template file. A3: Configure request information and send request instructions; A4: Returns the result set, triggering template and data fusion; The request command sends the template file and data acquisition logic to the backend as parameters, triggering the template and data fusion command. The backend receives the template file, reads the template, records the identifier and corresponding personalized attribute settings, and returns a result set through the data acquisition logic. Starting with the identifier, data is filled in, and the personalized attributes of the spaces set in the cells are read in turn. If the personalized attribute of the space exists, it is used to write back after the data in the cell is filled. If the personalized attribute of the space does not exist in the cell, the personalized attribute of the identifier is used to write back. The data is filled in turn, and the personalized attributes are written back in turn. A5: Output the final file according to the generated file format.

2. The method for unifying the format and personalizing data settings of automatically generated PPTs as described in claim 1, characterized in that: The creation of the data result set involves backend IT personnel performing logical processing on the original business data to output the fields required for the business. This logical processing is implemented through data interfaces or stored procedures and requires input parameters, which can be used to obtain private data from different teams.

3. The method for unifying the format and personalizing data settings of automatically generated PPTs as described in claim 1, characterized in that: S4 specifically includes: uploading a template file, configuring the data acquisition logic and setting the generated file format, packaging the template file, the data acquisition logic and the generated file format into request information, and sending a request instruction carrying the request information; the data acquisition logic includes existing data interfaces or stored procedures for selection and configuration; the type of the generated file format includes files or images, the file format includes PDF format, and the image format includes JPG and PNG formats.

4. The method for unifying the format and personalizing data settings of automatically generated PPTs as described in claim 1, characterized in that: The request command sends the template file and data acquisition logic to the backend as parameters, triggering the template and data fusion command. The backend receives the template file, reads and scans it, and records the identifier position, color, font, style, and size. Based on the generated data result set, the backend returns a result set, retrieves the data at the specified position in the specified result set through the identifier, assigns this data to the text box, and then writes back the recorded information such as color, font, style, and size.

5. The method for unifying the format and personalizing data settings of automatically generated PPTs as described in claim 1, characterized in that: The final file output is sorted by type. This includes determining the type of the final file based on the filename extension. If the filename is a file type, a download link is created for the final file, triggering the download dialog page, which then pops up with the download link. The final file is then downloaded and output using the download link. If the final file type is an image, the command to call the image display page will be triggered, and the image display page will pop up to display the image.

Citation Information

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