A method and system for automatic index association calculation based on dimension tree

Abstract

The application provides a kind of method and system based on dimension tree automatic index association calculation, it is related to data processing technical field, including: for business establishment dimension tree, including establishment dimension node, set the attribute of dimension node;According to the change and development of business, establish the dimension node of next level under any dimension node in dimension tree, the dimension node of next level inherits the attribute of its upper level dimension node;Select dimension node in dimension tree and hang index, first select index type, including basic index and composite index, then define the calculation rule of index, finally hang the index under this dimension node;When calculating index, confirm the dimension node where the index is located, judge the type of index, calculate index result.The application dynamically increases and calculates index according to actual demand of project, meets the change and development demand of business, improves the efficiency and accuracy of data processing.

Description

Technical Field

[0001] This invention relates to the field of data processing technology, and in particular to a method and system for automatic index association calculation based on dimension trees. Background Technology

[0002] Currently, most indicator systems use a common, default calculation process. This process requires pre-defining which indicators need to be calculated. Next, a wide table is created based on the characteristics of the indicators. Finally, the indicators are calculated based on the processed and analyzed data and placed into the corresponding wide table. In this logic, the dimensions and indicators are predetermined. Adding new indicators requires expanding the dimensions on the existing basis, recoding, and creating a corresponding wide table.

[0003] Currently, most businesses cannot predetermine the required dimensions and metrics, and they typically need to be added dynamically as the business develops. For example, even within the same company, different business units target different entities and have unique characteristics and needs. Therefore, these differences must be fully considered when formulating corresponding metrics and dimensions. Taking a typical e-commerce business as an example, users and merchants are different business entities, and the metrics they focus on are also different. At the user level, the focus is on the number of registered users, login time, etc., while merchants focus on sales performance. Therefore, the metrics and dimensions used when determining their indicator systems will also differ significantly. Moreover, as the business continues to develop and deepen, new needs and challenges will constantly emerge. These new needs and changes will lead to frequent changes in the entire indicator system, which may bring the following potential system problems.

[0004] When new metrics or dimensions need to be added, it may be necessary to modify the existing wide table, resulting in a lot of data processing work, which may lead to data inconsistencies and affect the original metrics.

[0005] The calculation of indicators across different dimensions requires the indicator designers to be very familiar with the meaning of the indicators and the underlying data. The design of new indicators is prone to result in meaningless correlation calculations between different indicators, which wastes computing resources and fails to reflect the true situation.

[0006] How to better adapt to business changes and development when establishing indicators, so that the entire indicator and dimension system has high scalability, reduces the workload of data processing, and improves the efficiency and accuracy of indicator calculation, has become an urgent problem to be solved. Summary of the Invention

[0007] To address the problems in the background technology, this invention provides a method and system for automatic indicator association calculation based on dimension trees, which dynamically calculates indicators according to the actual needs of the project to meet the needs of business development.

[0008] To achieve the above objectives, this invention provides a method for automatic index association calculation based on a dimensional tree, comprising:

[0009] Establish a dimension tree for the business, including creating dimension nodes and setting the attributes of the dimension nodes;

[0010] Based on changes and developments in the business, a next-level dimension node is created under any dimension node in the dimension tree, and the next-level dimension node inherits the attributes of its parent dimension node.

[0011] In the dimension tree, select a dimension node to attach an indicator. First, select the indicator type, including basic indicators and composite indicators. Then, define the calculation rules for the indicator. Finally, attach the indicator to the dimension node.

[0012] When calculating indicators, identify the dimension node where the indicator is located, determine the type of indicator, and calculate the indicator result.

[0013] As a further improvement of the present invention, the creation of dimension nodes and the setting of the attributes of the dimension nodes include:

[0014] For the root node of the business dimension, set core attributes for the subject that the business is facing, including the identity card or ID that serves as the subject's identity.

[0015] As a further improvement of the present invention, for dimension nodes other than the dimension root node, it is first determined whether the dimension node has a parent node. If it does, the dimension node first inherits the attributes of the parent node, and then sets the attributes of the dimension node.

[0016] If it does not exist, then directly set the attributes of the dimension node.

[0017] As a further improvement of the present invention, the attributes of the dimension node can be set with aliases and whether they can be used as association keys.

[0018] As a further improvement to this invention, the indicator type is first selected, including basic indicators and composite indicators, and then the calculation rules for the indicators are defined, including:

[0019] When the selected indicator type is a basic indicator, the calculation rules for that basic indicator are defined directly.

[0020] As a further improvement of the present invention, when the selected indicator type is a composite indicator, the basic indicators under the same dimension tree are selected and the calculation rules are jointly defined.

[0021] As a further improvement of the present invention, determining the type of the indicator and calculating the indicator result includes:

[0022] If the indicator is a basic indicator, the result is calculated directly according to the indicator rules.

[0023] As a further improvement of the present invention, if the indicator is a composite indicator, it is determined whether one or more indicators involved in the indicator are under the same dimension tree as the indicator.

[0024] If they are under the same dimension tree, the indicators are directly inter-operated to obtain the calculation results;

[0025] If they are not in the same dimension tree, permission cannot be granted, and the program terminates.

[0026] As a further improvement of the present invention, the calculated index results are placed into the result table of the corresponding dimension.

[0027] As a further improvement of the present invention, an indicator system is formed based on the indicators attached to the dimension nodes at each level in the dimension tree. The direct or indirect relationships between the indicators constitute a lineage relationship. The lineage relationship is analyzed to construct the indicator system, formulate decisions, and plan strategies.

[0028] The present invention also provides a system for automatic indicator association calculation based on dimension tree, including: a dimension tree building module, a dimension tree dynamic adjustment module, an indicator mounting module, and an indicator calculation module;

[0029] The dimension tree building module is used for:

[0030] Establish a dimension tree for the business, including creating dimension nodes and setting the attributes of the dimension nodes;

[0031] The dimension tree dynamic adjustment module is used for:

[0032] Based on changes and developments in the business, a next-level dimension node is created under any dimension node in the dimension tree, and the next-level dimension node inherits the attributes of its parent dimension node.

[0033] The indicator mounting module is used for:

[0034] In the dimension tree, select a dimension node to attach an indicator. First, select the indicator type, including basic indicators and composite indicators. Then, define the calculation rules for the indicator. Finally, attach the indicator to the dimension node.

[0035] The indicator calculation module is used for:

[0036] When calculating indicators, identify the dimension node where the indicator is located, determine the type of indicator, and calculate the indicator result.

[0037] Compared with the prior art, the beneficial effects of the present invention are as follows:

[0038] This invention establishes a dimension tree, enabling the dynamic addition and calculation of metrics based on actual needs. By dynamically creating metrics based on the dimension tree, it not only better adapts to business changes and development but also improves the efficiency and accuracy of data processing. Traditional data processing methods typically require predefined metrics and fixed calculation methods, which often fail to respond flexibly to business changes or increased data volume. Specifically, this invention attaches various metrics to the dimension tree, enabling dynamic addition of metrics. Compared to current methods that require expanding existing metrics to degrees, recoding, and creating corresponding wide tables, this approach better adapts to business development and avoids excessive data processing work, prevents data inconsistencies from affecting existing metrics, avoids wasting computing resources, and improves the efficiency and accuracy of data processing. Furthermore, the dimension tree effectively limits the accuracy of dynamic metric calculations. The dynamic update strategy of the dimension tree not only meets our data needs in different scenarios but also ensures the high reliability and accuracy of our analysis results.

[0039] Compared to existing technologies, this invention offers several advantages. Firstly, its flexibility allows the dimension tree structure to be dynamically adjusted based on actual needs, enabling better adaptation to business changes and developments. Whether adding new business functions or modifying existing ones, the corresponding indicator calculations can be achieved by adjusting the dimension tree structure. Secondly, its efficiency is enhanced by dynamically constructing the dimension tree, which allows for the layering and categorization of complex business data, thereby improving data processing efficiency. Compared to traditional static calculation methods, this method can calculate the required indicator values ​​faster. Thirdly, its accuracy is improved by adjusting the dimension tree structure according to actual needs, ensuring that the calculated indicator values ​​align with business requirements. Finally, dynamic indicator calculation allows for the timely detection and correction of potential errors or deviations, thus improving the accuracy of data processing.

[0040] This invention is based on the dimensional tree to form the lineage relationship between indicators. By analyzing and understanding the lineage relationship between indicators, managers can better understand the relationship between various indicators within the organization, better understand the overall indicator system and influencing factors, and thus better conduct performance evaluation, decision-making and strategic planning. Attached Figure Description

[0041] Figure 1 This is a flowchart of a method for automatic index association calculation based on a dimension tree, as disclosed in one embodiment of the present invention.

[0042] Figure 2 This is a schematic diagram of a system for automatic index association calculation based on a dimension tree, as disclosed in one embodiment of the present invention.

[0043] Figure 3 This is a schematic diagram of the dimension tree creation process disclosed in one embodiment of the present invention;

[0044] Figure 4 This is a schematic diagram of the process of mounting indicators under a dimension tree according to an embodiment of the present invention;

[0045] Figure 5 This is a schematic diagram of the index calculation process in a dimension tree disclosed in one embodiment of the present invention. Detailed Implementation

[0046] To make the objectives, technical solutions, and advantages of the embodiments of the present invention clearer, the technical solutions of the embodiments of the present invention will be clearly and completely described below with reference to the accompanying drawings. Obviously, the described embodiments are only some embodiments of the present invention, not all embodiments. Based on the embodiments of the present invention, all other embodiments obtained by those skilled in the art without creative effort are within the scope of protection of the present invention.

[0047] The present invention will now be described in further detail with reference to the accompanying drawings:

[0048] like Figure 1 As shown, the present invention provides a method for automatic index association calculation based on a dimension tree, comprising the following steps:

[0049] S1, such as Figure 3 As shown, a dimension tree is built for the business, including creating dimension nodes and setting the attributes of the dimension nodes;

[0050] in,

[0051] Specifically, this includes setting dimension nodes. For the root node of the business dimension, core attributes are set for the subject that the business is targeting, such as the user's ID card, the merchant's ID, and other attributes that can serve as the subject's identity.

[0052] Furthermore,

[0053] For dimension nodes other than the root node, first determine if the dimension node has a parent node. If it does, the dimension node inherits the parent node's properties first, and then sets the dimension node's properties.

[0054] If it does not exist, then set the properties of the dimension node directly.

[0055] Furthermore,

[0056] The attributes of a dimension node can be set to include an alias and whether it can be used as a association key.

[0057] S2. Based on changes and developments in the business, create a next-level dimension node under any dimension node in the dimension tree. The next-level dimension node inherits the attributes of its parent dimension node.

[0058] in,

[0059] When the dimension tree needs to be dynamically adjusted according to changes and developments in the business, the next level dimension node (sub-dimension) is created to adapt to the changes.

[0060] By default, a child dimension will possess the attributes of its parent dimension (the node above it) and can be extended based on this.

[0061] S3, such as Figure 4 As shown, in the dimension tree, select a dimension node to attach an indicator. First, select the indicator type, including basic indicators and composite indicators. Then, define the calculation rules for the indicator. Finally, attach the indicator to the dimension node.

[0062] in,

[0063] When the selected indicator type is a basic indicator, the calculation rules for that basic indicator are defined directly.

[0064] When the selected indicator type is a composite indicator, select the basic indicators under the same dimension tree and jointly define the calculation rules.

[0065] S4, such as Figure 5 As shown, when calculating indicators, confirm the dimension node where the indicator is located, determine the type of indicator, and calculate the indicator result.

[0066] in,

[0067] If the indicator is a basic indicator, the result is calculated directly according to the indicator rules.

[0068] If the indicator is a composite indicator, determine whether one or more indicators involved in the indicator are under the same dimension tree as the indicator.

[0069] If they are under the same dimension tree, the indicators are directly inter-operated to obtain the calculation results;

[0070] If they are not in the same dimension tree, permission cannot be granted, and the program terminates.

[0071] S5. Plot the calculated index results into the corresponding dimension's result table.

[0072] Through the above process, this invention achieves the goal of dynamically establishing indicators based on a dimension tree. This invention not only better adapts to business changes and developments, improving the efficiency and accuracy of data processing, but also provides more insights into business data, helping data administrators make more informed decisions.

[0073] in,

[0074] Based on the indicators attached to the dimension nodes at each level in the dimension tree, this invention forms an indicator system from high-level strategic indicators to low-level operational indicators. There are direct or indirect relationships between the indicators, forming a blood relationship and creating a complex network.

[0075] Furthermore, blood relations include:

[0076] Direct blood relation: Indicator A directly affects Indicator B, and there is a direct superior-subordinate relationship or dependency relationship between the two.

[0077] Indirect blood relations: Indicator A indirectly influences Indicator B through the influence of other indicators. This relationship may involve multiple intermediate indicators.

[0078] Blood relations are expanded layer by layer through a dimensional tree, with the final indicator attached at the bottom, and the basic indicators displayed under the composite indicators.

[0079] final,

[0080] By analyzing the lineage relationships of indicators, managers can better understand the relationships between various indicators within the organization, thereby enabling them to better construct indicator systems, conduct performance evaluations, make decisions, and plan strategies.

[0081] like Figure 2 As shown, the present invention also provides a system for automatic indicator association calculation based on dimension tree, including: a dimension tree building module, a dimension tree dynamic adjustment module, an indicator mounting module, and an indicator calculation module;

[0082] The dimension tree building module is used for:

[0083] Establish a dimension tree for business operations, including creating dimension nodes and setting the attributes of the dimension nodes;

[0084] The dimension tree dynamic adjustment module is used for:

[0085] Based on changes and developments in the business, create a next-level dimension node under any dimension node in the dimension tree. The next-level dimension node inherits the attributes of its parent dimension node.

[0086] The indicator mounting module is used for:

[0087] In the dimension tree, select a dimension node to attach an indicator. First, select the indicator type, including basic indicators and composite indicators. Then, define the calculation rules for the indicator. Finally, attach the indicator to the dimension node.

[0088] The indicator calculation module is used for:

[0089] When calculating indicators, identify the dimension node where the indicator is located, determine the type of indicator, and calculate the indicator result.

[0090] This invention establishes a dimensional tree and attaches various indicators to it, enabling the dynamic addition of indicators while effectively limiting the accuracy of these dynamic indicator calculations. This method and system not only meet the data needs in different scenarios but also ensure the high reliability and accuracy of the analysis results.

[0091] In this invention, an index is a unit or method used to measure the degree of development of something, also called a metric; a dimension is a certain characteristic of something or a phenomenon, such as gender, region, time, etc.

[0092] Advantages of this invention:

[0093] This invention establishes a dimension tree, enabling the dynamic addition and calculation of metrics based on actual needs. By dynamically creating metrics based on the dimension tree, it not only better adapts to business changes and development but also improves the efficiency and accuracy of data processing. Traditional data processing methods typically require predefined metrics and fixed calculation methods, which often fail to respond flexibly to business changes or increased data volume. Specifically, this invention attaches various metrics to the dimension tree, enabling dynamic addition of metrics. Compared to current methods that require expanding existing metrics to degrees, recoding, and creating corresponding wide tables, this approach better adapts to business development and avoids excessive data processing work, prevents data inconsistencies from affecting existing metrics, avoids wasting computing resources, and improves the efficiency and accuracy of data processing. Furthermore, the dimension tree effectively limits the accuracy of dynamic metric calculations. The dynamic update strategy of the dimension tree not only meets our data needs in different scenarios but also ensures the high reliability and accuracy of our analysis results.

[0094] Compared to existing technologies, this invention offers several advantages. Firstly, in terms of flexibility, the dimension tree structure can be dynamically adjusted to meet specific needs, allowing the method to better adapt to business changes and developments. Whether adding new business functions or modifying existing ones, the corresponding indicator calculations can be achieved by adjusting the dimension tree structure. Secondly, in terms of efficiency, dynamically constructing the dimension tree allows for the layering and categorization of complex business data, thereby improving data processing efficiency. Compared to traditional static calculation methods, this method can calculate the required indicator values ​​faster. Thirdly, in terms of accuracy, the dimension tree structure can be adjusted according to actual needs, ensuring that the calculated indicator values ​​remain consistent with business requirements. Dynamic indicator calculation allows for the timely detection and correction of potential errors or deviations, thus improving the accuracy of data processing.

[0095] This invention is based on the dimensional tree to form the lineage relationship between indicators. By analyzing and understanding the lineage relationship between indicators, managers can better understand the relationship between various indicators within the organization, better understand the overall indicator system and influencing factors, and thus better conduct performance evaluation, decision-making and strategic planning.

[0096] The above are merely preferred embodiments of the present invention and are not intended to limit the present invention. Various modifications and variations can be made to the present invention by those skilled in the art. Any modifications, equivalent substitutions, improvements, etc., made within the spirit and principles of the present invention should be included within the scope of protection of the present invention.

Claims

1. A method for automatic index association calculation based on dimensional tree, characterized in that, include: Establish a dimension tree for business operations, including creating dimension nodes and setting the attributes of the dimension nodes. The attributes of the dimension nodes can be set to aliases and whether they can be used as association keys. Based on changes and developments in the business, a next-level dimension node is created under any dimension node in the dimension tree, and the next-level dimension node inherits the attributes of its parent dimension node. In the dimension tree, select a dimension node to attach an indicator. First, select the indicator type, including basic indicators and composite indicators. Then, define the calculation rules for the indicator. Finally, attach the indicator to the dimension node. When calculating indicators, identify the dimension node where the indicator is located, determine the type of indicator, and calculate the indicator result, including: if the indicator is a basic indicator, calculate the result directly according to the indicator rules; If the indicator is a composite indicator, determine whether one or more of the indicators involved in the indicator are under the same dimension tree as the indicator. If they are under the same dimension tree, directly perform mutual operations between the indicators to obtain the calculation result. If they are not under the same dimension tree, the operation is not allowed, and the program ends.

2. The method for automatic index association calculation based on dimensional tree according to claim 1, characterized in that: Create dimension nodes and set their properties, including: For the root node of the business dimension, set core attributes for the subject that the business is facing, including the identity card or ID that serves as the subject's identity.

3. The method for automatic index association calculation based on dimensional tree according to claim 2, characterized in that: For dimension nodes other than the root node, first determine whether the dimension node has a parent node. If it does, the dimension node first inherits the attributes of the parent node, and then sets the attributes of the dimension node. If it does not exist, then directly set the attributes of the dimension node.

4. The method for automatic index association calculation based on dimensional tree according to claim 1, characterized in that: First, select the indicator type, including basic indicators and composite indicators, and then define the calculation rules for the indicators, including: When the selected indicator type is a basic indicator, the calculation rules for that basic indicator are defined directly. When the selected indicator type is a composite indicator, select the basic indicators under the same dimension tree and jointly define the calculation rules.

5. The method for automatic index association calculation based on dimensional tree according to claim 1, characterized in that: The calculated index results are then plotted in the corresponding dimension's result table.

6. The method for automatic index association calculation based on dimensional tree according to claim 1, characterized in that: The indicator system is formed by the indicators attached to the dimension nodes at each level in the dimension tree. The direct or indirect relationships between the indicators constitute the lineage relationship. The lineage relationship is analyzed to construct the indicator system, make decisions and formulate strategies.

7. A system for automatic index association calculation based on a dimensional tree, used to implement the method for automatic index association calculation based on a dimensional tree as described in any one of claims 1 to 6, characterized in that, include: The module includes a dimension tree creation module, a dimension tree dynamic adjustment module, an indicator mounting module, and an indicator calculation module. The dimension tree building module is used for: Establish a dimension tree for the business, including creating dimension nodes and setting the attributes of the dimension nodes; The dimension tree dynamic adjustment module is used for: Based on changes and developments in the business, a next-level dimension node is created under any dimension node in the dimension tree, and the next-level dimension node inherits the attributes of its parent dimension node. The indicator mounting module is used for: In the dimension tree, select a dimension node to attach an indicator. First, select the indicator type, including basic indicators and composite indicators. Then, define the calculation rules for the indicator. Finally, attach the indicator to the dimension node. The indicator calculation module is used for: When calculating indicators, identify the dimension node where the indicator is located, determine the type of indicator, and calculate the indicator result.

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