Kanban generation method and device, computer equipment and storage medium

Abstract

The invention relates to the field of big data and the field of financial science and technology, and discloses a billboard generation method and device, computer equipment and a storage medium. According to the creation instruction, constructing a billboard generation component configuration file comprising a binding relationship of the target data index-target dimension information-target component; according to the target data index, generating a target data index data query instruction based on a pre-established index library, and obtaining target data index data from the business report based on the target data index data query instruction; according to the target dimension information, generating a target dimension information data query instruction based on a pre-established dimension library, and obtaining target dimension information data from the business report based on the target dimension information data query instruction; and generating a billboard according to the target data index data, the target dimension information data and the target component. The traceability of the data indexes in the billboard is realized, and the consistency of the data indexes in different billboards is ensured.

Description

Technical Field

[0001] The present invention relates to the fields of big data and financial technology, and in particular to a method, device, computer equipment and storage medium for generating a kanban board. Background Art

[0002] With the continuous development of Internet technology, the amount of data generated is increasing. For the field of financial technology, it is often necessary to effectively mine huge amounts of data to enable business decisions. As an effective means of data analysis, establishing indicator dashboards is increasingly used in financial analysis.

[0003] However, the existing dashboard generation methods are usually based on manually input indicator data and dimension data. The same indicator data may appear in different dashboards created by different people. Since different people may have different naming habits, it is easy to cause problems such as different naming calibers and different dimension representations of the same indicator data. A dashboard may contain a lot of indicator data. Since the indicator data is manually input, it is easy to cause problems such as being unable to trace the source of the indicator data and indicator data input errors.

[0004] The existing kanban generation method easily brings difficulties to the management of indicator data and cannot ensure the consistency of indicator data. Therefore, it is urgent to provide a kanban generation method that can trace the indicator data and ensure the consistency of indicator data. Summary of the invention

[0005] The present invention provides a dashboard generation method, device, computer equipment and storage medium to solve the problem that indicator data cannot be traced and the consistency of indicator data of different dashboards cannot be guaranteed.

[0006] In a first aspect, a method for generating a kanban board is provided, comprising:

[0007] Receive a creation instruction of a kanban board generation component configuration file, and construct a kanban board generation component configuration file including a binding relationship of a target data indicator, a target dimension information, and a target component according to the creation instruction; wherein the creation instruction includes a target data indicator selection instruction, a target dimension information selection instruction, and a target component selection instruction;

[0008] According to the target data indicator, a target data indicator data query instruction is generated based on a pre-established indicator library, and the target data indicator data is obtained from the business report based on the target data indicator data query instruction; wherein the indicator library stores association information between the data indicator and the business data of the business report;

[0009] According to the target dimension information, a target dimension information data query instruction is generated based on a pre-established dimension library, and the target dimension information data is acquired from the business report based on the target dimension information data query instruction; wherein the dimension library stores association information between the dimension information and the business data;

[0010] Generate a dashboard based on target data indicator data, target dimension information data and target components.

[0011] In a second aspect, a kanban generation device is provided, comprising:

[0012] A kanban generation component configuration file creation unit is used to receive a creation instruction of a kanban generation component configuration file, and construct a kanban generation component configuration file including a binding relationship of a target data indicator-target dimension information-target component according to the creation instruction; wherein the creation instruction includes a target data indicator selection instruction, a target dimension information selection instruction, and a target component selection instruction;

[0013] A target data indicator data acquisition unit is used to generate a target data indicator data query instruction based on the target data indicator and a pre-established indicator library, and acquire the target data indicator data from the business report based on the target data indicator data query instruction; wherein the indicator library stores association information between the data indicator and the business data of the business report;

[0014] A target dimension information data acquisition unit is used to generate a target dimension information data query instruction based on the target dimension information and a pre-established dimension library, and acquire the target dimension information data from the business report based on the target dimension information data query instruction; wherein the dimension library stores association information between the dimension information and the business data;

[0015] The kanban board generation unit is used to generate a kanban board according to target data indicator data, target dimension information data and target components.

[0016] In a third aspect, a computer device is provided, including a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the processor implements the steps of the above-mentioned kanban generation method when executing the computer program.

[0017] In a fourth aspect, a computer-readable storage medium is provided, wherein the computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the steps of the above-mentioned kanban generation method are implemented.

[0018] In the scheme implemented by the above-mentioned kanban generation method, device, computer equipment and storage medium, a kanban generation component configuration file including a binding relationship of target data indicator-target dimension information-target component can be constructed according to the creation instruction by receiving a creation instruction of a kanban generation component configuration file; wherein the creation instruction includes a target data indicator selection instruction, a target dimension information selection instruction and a target component selection instruction; according to the target data indicator, a target data indicator data query instruction is generated based on a pre-established indicator library, and target data indicator data is obtained based on the target data indicator data query instruction; wherein the indicator library stores association information between data indicators and business data of business reports; according to the target dimension information, a target dimension information data query instruction is generated based on a pre-established dimension, and target dimension information data is obtained based on the target dimension information data query instruction; wherein the dimension library stores association information between dimension information and business data; and then a kanban is generated according to the target data indicator data, the target dimension information data and the target component. In the present invention, a query path for target data indicator data is provided by a pre-established indicator library, and target data indicator data is obtained from a business report data source. A query path for target dimension information data is provided by a pre-established dimension library, and target dimension information data is obtained from a business report data source, so that target data indicator data and target dimension information data are traceable; a dashboard is generated after obtaining target data indicator data, target dimension information data and target component based on the selection result, so that the same indicator data of different dashboards maintains consistency in data value, semantics, caliber and other aspects; when the business report data source, indicator library and dimension library are updated, they can be synchronously associated with all dashboards that reference them to achieve synchronous update of the dashboards; standard data indicators, dimension information and component configuration processes are provided, and a dashboard can be generated by simply configuring the dashboard to generate a component configuration file, thereby reducing the amount of development. BRIEF DESCRIPTION OF THE DRAWINGS

[0019] In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the accompanying drawings required for use in the description of the embodiments of the present invention will be briefly introduced below. Obviously, the accompanying drawings in the following description are only some embodiments of the present invention. For ordinary technicians in this field, other accompanying drawings can be obtained based on these accompanying drawings without paying creative labor.

[0020] Figure 1 is a schematic diagram of an application environment of a kanban generation method according to an embodiment of the present invention;

[0021] Figure 2 is a schematic flow chart of a method for generating a kanban board in one embodiment of the present invention;

[0022] Figure 3 It is a display effect diagram of the content recorded in the indicator library in one embodiment of the present invention;

[0023] Figure 4 is a flow chart of a method for generating a kanban board in another embodiment of the present invention;

[0024] Figure 5 is a schematic diagram of the structure of a kanban generating device in one embodiment of the present invention;

[0025] Figure 6 is a schematic diagram of the structure of a computer device in one embodiment of the present invention;

[0026] Figure 7 It is a schematic diagram of the structure of a computer device in another embodiment of the present invention. DETAILED DESCRIPTION

[0027] The following will be combined with the drawings in the embodiments of the present invention to clearly and completely describe the technical solutions in the embodiments of the present invention. Obviously, the described embodiments are part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention.

[0028] The method for generating a kanban board provided by the embodiment of the present invention can be applied to Figure 1 In an application environment, a client communicates with a server through a network.

[0029] The client is used to indicate the party that has the need to generate a dashboard and needs to view the dashboard. The client can usually be a business person or developer with financial data analysis needs. The client can be, but is not limited to, a device with a display and input device such as a personal computer, a laptop, a smart phone, a tablet computer, and a portable wearable device. The person can initiate a creation instruction of a dashboard generation component configuration file to the server through the client, and after the server generates the dashboard according to the creation instruction, view the dashboard fed back by the server.

[0030] The server can be implemented with an independent server or a service platform composed of multiple servers. The server receives a creation instruction of a kanban board generation component configuration file from a client, and builds a kanban board generation component configuration file including a binding relationship of a target data indicator, a target dimension information, and a target component according to the creation instruction; wherein the creation instruction includes a target data indicator selection instruction, a target dimension information selection instruction, and a target component selection instruction; according to the target data indicator, a target data indicator data query instruction is generated based on a pre-established indicator library, and target data indicator data is obtained based on the target data indicator data query instruction; wherein the indicator library stores the association information between the data indicator and the business data of the business report; according to the target dimension information, a target dimension information data query instruction is generated based on a pre-established dimension library, and target dimension information data is obtained based on the target dimension information data query instruction; wherein the dimension library stores the association information between dimension information and business data; according to the target data indicator data, the target dimension information data, and the target component, a kanban board is generated and fed back to the client.

[0031] In the present invention, a query path for target data indicator data is provided by a pre-established indicator library, and target data indicator data is obtained from a business report data source. A query path for target dimension information data is provided by a pre-established dimension library, and target dimension information data is obtained from a business report data source, so that target data indicator data and target dimension information data are traceable; a dashboard is generated after obtaining target data indicator data, target dimension information data and target component based on the selection result, so that the same indicator data of different dashboards maintains consistency in data value, semantics, caliber and other aspects; when the business report data source, indicator library and dimension library are updated, they can be synchronously associated with all dashboards that reference them to achieve synchronous update of the dashboards; standard data indicators, dimension information and component configuration processes are provided, and a dashboard can be generated by simply configuring the dashboard to generate a component configuration file, thereby reducing the amount of development.

[0032] The present invention is described in detail below through specific embodiments.

[0033] See also Figure 2 As shown, Figure 2 A schematic flow chart of a method for generating a kanban board provided in an embodiment of the present invention includes the following steps:

[0034] Step S210: Receive a creation instruction for a kanban generation component configuration file, and construct a kanban generation component configuration file including a binding relationship of a target data indicator-target dimension information-target component according to the creation instruction; wherein the creation instruction includes a target data indicator selection instruction, a target dimension information selection instruction, and a target component selection instruction.

[0035] The kanban generation method provided by the present invention can be applied to kanban generation systems in various application scenarios. The kanban generation system is usually implemented through a server.

[0036] When generating a dashboard, at least the following basic elements must be included: data indicators, dimension information, and components.

[0037] Data indicators can be used to indicate the data that needs to be analyzed to generate dashboards. The field of financial technology can include multiple businesses such as loans, insurance, and stocks, and each business may involve a lot of data such as transactions and assets. Data indicators are used to indicate the data with reference value required when generating dashboards for financial analysis of a certain business. For example, when conducting financial analysis of loan assets, data indicators may include loan amount growth rate, total loan amount, etc.; for another example, when conducting financial analysis of insurance, data indicators may include insurance amount growth rate, market estimated growth rate, etc.

[0038] The dimension information may include, but is not limited to, time dimension information, region dimension information, amount dimension information, etc. For example, when performing financial analysis on loan assets, the dimension information may be the time dimension of a certain time period, the region dimension of a certain region, etc.

[0039] The dashboard is composed of components, which can be used to indicate the display style of the generated dashboard. Components can be in the form of, but not limited to, cards, tables, trend charts, etc. Cards are in a rectangular format and can contain multiple indicators. They can be divided into multiple groups, with multiple cards configured in each group. Tables can support table-like charts configured by rows, columns, and cells, and can also support multi-level configuration of headers. Trend charts can support multiple line types and colors, multiple coordinate types (such as XY coordinate trend charts, pie charts), etc. Components can also include conclusions, attribution analysis, and abnormal explosions.

[0040] Therefore, the client transmits to the server a creation instruction for a dashboard generation component configuration file including a target data indicator selection instruction, a target dimension information selection instruction, and a target component selection instruction to instruct the server to generate basic elements of the dashboard. The creation instructions transmitted from the client to the server are all based on the results of the selection of the alternatives provided by the server.

[0041] The server can provide optional data indicators to the client, and the personnel select the target data indicator from the optional data indicators through the client, thereby transmitting the target data indicator selection instruction to the server. The server can provide optional dimension information to the client, and the personnel select the target dimension information from the optional dimension information through the client, thereby transmitting the target dimension information selection instruction to the server. The server can provide optional component styles to the client, and the personnel select the target component from the optional component styles through the client, thereby transmitting the target component selection instruction to the server.

[0042] After receiving the creation instruction, the server forms a binding relationship including target data indicator-target dimension information-target component based on the selection results of data indicator, dimension information and component style, and then constructs a dashboard generation component configuration file for generating a dashboard.

[0043] Step S220, according to the target data indicator, generate a target data indicator data query instruction based on a pre-established indicator library, and obtain the target data indicator data from the business report based on the target data indicator data query instruction; wherein the indicator library stores association information between the data indicator and the business data of the business report.

[0044] The server determines the target data indicator according to the selection result of the data indicator, and obtains the target data indicator data from the business report data source based on the target data indicator. In the present invention, the target data indicator data is not manually input, but is obtained from the business report data source after calling the indicator library. That is, based on the indicator library, the target data indicator data of the business report data source is introduced into the dashboard generation component configuration file.

[0045] Business report data sources can be used to indicate reports and lists that record business data, which are large amounts of raw data. For example, for different types of business in the financial technology field, business report data sources can include insurance policies, loan approval forms, etc.

[0046] The indicator library records the standardized contents of data indicators and their related information. The indicator library is a transit bridge connecting the business report data source and the selected target data indicators. In the indicator library, for each data indicator, the standardized contents such as basic information, table field mapping, and lineage relationship can be recorded, but not limited to. Basic information can include, but is not limited to, classification, indicator code, indicator name, indicator caliber, indicator interpretation, frequency, etc.; table field mapping can include data source (i.e. business data pointing), etc.; lineage relationship can include related indicators, application pages, etc. The calculation rules of each data indicator can also be recorded, and the calculation rules can include calculation formulas, units, etc. Figure 3 The display effect of the content recorded in the indicator library is shown by way of example, but is not limited to this.

[0047] The server can call the indicator library, retrieve the target data indicator from the indicator library, obtain the search results, and determine the associated information of the target data indicator based on the search results. The query statement is spliced ​​from the associated information of the target data indicator to form a target data indicator data query instruction, thereby introducing the target data indicator data of the business report data source into the dashboard generation component configuration file.

[0048] Through the above method, the indicator library is used as a transit bridge to connect the selected target data indicators and the business report data source, and the automatically generated target data indicator data query instruction directly introduces the target data indicator data of the business report data source into the dashboard generation component configuration file, thereby realizing the traceability of the target data indicator data; when the business report data source or the indicator library is updated, the dashboard generation component configuration file that introduces the target data indicator data is synchronously updated, so that the generated dashboard can be synchronously updated.

[0049] Step S230, according to the target dimension information, a target dimension information data query instruction is generated based on a pre-established dimension library, and the target dimension information data is obtained from the business report based on the target dimension information data query instruction; wherein the dimension library stores association information between dimension information and business data.

[0050] The server determines the target dimension information according to the selection result of the dimension information, and obtains the target dimension information data from the business report data source based on the target dimension information. In the present invention, the target dimension information data is not manually input, but is obtained from the business report data source after calling the dimension library. That is, based on the dimension library, the target dimension information data of the business report data source is introduced into the Kanban generation component configuration file.

[0051] The dimension library records the standardized content of dimension information and its related information. For example, for different business types in the field of financial technology, the dimension library may include a regional dimension table, a time dimension table, an amount dimension table, etc. For each dimension table, it may include multiple levels of dimension information, and each level of dimension information may have a specific code.

[0052] The dimension library is a transit bridge connecting the business report data source and the selected target dimension information. In the dimension library, for each dimension information, it can be recorded with, but not limited to, its basic information, table field mapping, hierarchy and other standardized contents. The basic information can include, but is not limited to, dimension code, dimension name, dimension definition, etc.; table field mapping can include business data pointers, etc.

[0053] The server can call the dimension library, retrieve the target dimension information from the dimension library, obtain the retrieval results, and determine the associated information of the target dimension information based on the retrieval results. The associated information of the target dimension information is used to form a query statement to form a target dimension information data query instruction, thereby introducing the target dimension information data of the business report data source into the Kanban generation component configuration file.

[0054] Through the above method, the dimension library is used as a transit bridge to connect the selected target dimension information and the business report data source, and the automatically generated target dimension information data query instruction directly introduces the target dimension information data of the business report data source into the kanban generation component configuration file, thereby realizing the traceability of the target dimension information data; when the business report data source or the dimension library is updated, the kanban generation component configuration file that introduces the target dimension information data is synchronously updated, so that the generated kanban is synchronously updated.

[0055] Step S240, generating a dashboard according to the target data indicator data, the target dimension information data and the target component.

[0056] The target data indicator data includes all business data of the specific indicators that need to be financially analyzed, and the target dimension information data includes all business data of the specific dimensions that need to be financially analyzed. By integrating the target data indicator data and the target dimension information data, useful data of the specific indicators that need to be financially analyzed in a specific dimension can be obtained. The useful data can be the intersection of the target data indicator data and the target dimension information data. The useful data is filled in the corresponding position of the target component, and then a dashboard is generated and fed back to the client.

[0057] Through the above method, the server obtains the target data indicator data, target dimension information data and target component based on the selection result and then generates a dashboard, so that the same indicator data of different dashboards maintains consistency in data value, semantics, caliber, etc.; the server provides standard data indicators, dimension information, and component configuration process, and the client only needs to simply select the target data indicator, target dimension information and target component to enable the server to configure the dashboard to generate the component configuration file to generate the dashboard, thereby reducing the development workload.

[0058] After selecting the target data indicator, in order to automatically generate a target data indicator data query instruction pointing to the business report data source to obtain the target data indicator data, it is necessary to pre-establish an indicator library to connect the business report data source and the selected target data indicator through the indicator library. In some optional implementations, before S210 receives the step of creating an instruction for generating a kanban component configuration file, the method further includes: obtaining a business report, determining business data based on the business report; receiving a created indicator table, and receiving data indicators configured for the indicator table and association information configured for each data indicator with business data; establishing an indicator library based on the data indicators and the association information between the data indicators and the business data.

[0059] Business reports are data sources and are huge amounts of raw data. Business reports are business-oriented and record large amounts of business data. For example, in the field of financial technology, business reports can be original insurance policies, loan approval forms, etc. The indicators such as the policyholder, beneficiary, and insured amount recorded in the insurance policy are business data. After obtaining the business report, the business data recorded in it is determined based on the business report. The business report can be obtained by directly grabbing the business report stored in the financial institution's data server on the server side, manually scanning and entering the report into the server side, etc., and no specific restrictions are made here. The business data can be determined based on the business report by using intelligent identification on the server side, manual verification and entry into the server side, etc., and no specific restrictions are made here.

[0060] Data indicators are data analysis for dashboard generation, which is used to generate standardized content for dashboards. For example, in the field of financial technology, data indicators may include market forecast growth rate, premium growth rate, etc. The indicator library is created by personnel and instructed to be established by the server.

[0061] Personnel can create an indicator table on the client side and configure data indicators and the association information between each data indicator and business data for the indicator table. Each data indicator can include standardized content such as basic information, table field mapping, lineage relationship, calculation rules, etc. The table field mapping of each data indicator reflects its association information with business data.

[0062] Business data and data indicators often have a cross-mapping relationship. That is, one business data can be associated with different data indicators, and one data indicator can be associated with different business data. For example, for insurance business in the field of financial technology, multiple business reports (insurance policies) record the business data of the insured amount, and the data indicator of the premium growth rate maps the business data associated with multiple insured amounts; for another example, a business report (loan approval form) records the business data of the loan amount and repayment amount, and the business data of the loan amount is mapped to the data indicator associated with the loan growth rate, and at the same time, it is mapped to the data indicator associated with the total loan amount, etc.

[0063] Based on the configured data indicators and the association information between data indicators and business data, the server establishes and stores the indicator library for calling.

[0064] On this basis, S220 generates a target data indicator data query instruction based on the target data indicator and a pre-established indicator library, and obtains the target data indicator data from the business report based on the target data indicator data query instruction, including: calling the pre-established indicator library, retrieving the target data indicator from the data indicators in the indicator library, and determining the association information between the target data indicator and the business data; generating a target data indicator data query instruction based on the association information between the target data indicator and the business data; and obtaining the target data indicator data from the business report based on the target data indicator data query instruction.

[0065] After receiving the creation instruction of the Kanban generation component configuration file, the server determines the target data indicator based on the target data indicator selection instruction. The established indicator library is called to retrieve the target data indicator from the data indicators recorded in the indicator library, so that the associated information of the target data indicator can be determined. Since the table field mapping of the target data indicator is recorded in the associated information of the target data indicator, the server automatically splices out the query statement to form a target data indicator data query instruction pointing to the target business data (target business report). Therefore, based on the target data indicator data query instruction, the target data indicator data is introduced into the Kanban generation component configuration file. The query statement can be, but is not limited to, SQL query statements, etc.

[0066] After selecting the target dimension information, in order to automatically generate a target dimension information data query instruction pointing to the business report data source to obtain the target dimension information data, it is necessary to pre-establish a dimension library to connect the business report data source and the selected target dimension information through the dimension library. In some optional implementations, before S210 receives the step of creating an instruction for the kanban generation component configuration file, the method further includes: obtaining a business report, determining business data based on the business report; receiving the created dimension table, and receiving the dimension information configured for the dimension table and the association information configured for each dimension information with the business data; establishing a dimension library based on the dimension information and the association information between the dimension information and the business data.

[0067] The method of obtaining the business report and determining the business data according to the business report can refer to the above description and will not be repeated here.

[0068] The dimension library is created by the staff and instructs the server to build it. The staff can create multiple dimension tables corresponding to different dimension types on the client. For example, create a time dimension table corresponding to the time dimension, create a regional dimension table corresponding to the regional dimension, and so on.

[0069] For each dimension table, the staff can configure specific dimension information for it on the client, and classify and encode the dimension information. For example, for the time dimension table, its dimension content can include multiple time periods of different lengths, and multiple time periods of different lengths can be classified and encoded according to the subordinate relationship. For example, the whole year time period is the first level, the whole month time period included in the year is the second level, and the whole week time period included in a month is the third level, etc. The whole year time period as the first level can be encoded as "1year", the whole month time period as the second level can be encoded as "2month", and the whole week time period as the third level can be encoded as "3week", etc. For another example, for the region dimension table, its dimension content can include multiple regions of different ranges, and multiple regions of different ranges can be classified and encoded according to the subordinate relationship. For example, the national scope is the first level, each province is the second level, and the city included in a province is the third level, etc. The national scope as the first level can be encoded as "1country", the province as the second level can be encoded as "2province", and the city as the third level can be encoded as "3city", etc. The above examples are merely illustrative of how to classify and encode dimensional content and are not intended to be limiting.

[0070] For each dimension information, the personnel can configure its association information with the business data on the client, so as to form a table field mapping association between the dimension information and the business report data source. Dimension information and business data often have a cross-mapping relationship. That is, one dimension information can be associated with different business data, and one business data can be associated with different dimension information. For example, for the loan business in the field of financial technology, the approval unit of a loan approval form is a financial institution in XX City, the approval time is X year X month X day, and the loan amount is XX yuan. For the business data of the loan amount, its mapping association time dimension table includes all dimension information of the approval time, and its mapping association region dimension table includes all dimension information of the region of the approval unit. For another example, for the loan business in the field of financial technology, for the dimension information of a time period in the time dimension table, its mapping association approval time includes all business data within the time period, etc.

[0071] Based on the configured dimension information and the association information between the dimension information and business data, the server establishes and stores the dimension library for calling.

[0072] On this basis, S230 generates a target dimension information data query instruction based on the target dimension information and a pre-established dimension library, and obtains the target dimension information data from the business report based on the target dimension information data query instruction, including: calling the pre-established dimension library, retrieving the target dimension information in the dimension information of the dimension library, and determining the association information between the target dimension information and the business data; generating a target dimension information data query instruction based on the association information between the target dimension information and the business data; and obtaining the target dimension information data from the business report table based on the target dimension information data query instruction.

[0073] After receiving the creation instruction of the Kanban generation component configuration file, the server determines the target dimension information based on the target dimension information selection instruction. The established dimension library is called, and the target dimension information is retrieved from the dimension information recorded in the dimension library, so that the associated information of the target dimension information can be determined. Since the table field mapping between the target dimension information and the business data is recorded in the associated information of the target dimension information, the server automatically splices out the query statement to form a target dimension information data query instruction pointing to the target business data (target business report). Therefore, based on the target dimension information data query instruction, the target dimension information data is introduced into the Kanban generation component configuration file. The query statement can be, but is not limited to, SQL query statements, etc.

[0074] In some optional implementations, S210 receives a creation instruction for a kanban generation component configuration file, and constructs a kanban generation component configuration file including a binding relationship between a target data indicator, a target dimension information, and a target component according to the creation instruction; wherein the creation instruction includes a target data indicator selection instruction, a target dimension information selection instruction, and a target component selection instruction, including: determining whether a kanban generation instruction is received; if so, displaying a creation control for the kanban generation component configuration file; wherein the creation control includes: a target data indicator selection control, a target dimension information selection control, and a target component selection control; the target data indicator selection control is provided based on a data indicator of a pre-established indicator library, the target dimension information selection control is provided based on dimension information of a pre-established dimension library, and the target component selection control is provided based on a preset component style; the target data indicator selection instruction is received based on a selection result of the target data indicator selection control, the target dimension information selection instruction is received based on a selection result of the target dimension information selection control, and the target component selection instruction is received based on a selection result of the target component selection control; according to the target data indicator selection instruction, the target dimension information selection instruction, and the target component selection instruction, a binding relationship between the target data indicator, the target dimension information, and the target component is formed, and the kanban generation component configuration file is created.

[0075] The server can obtain the kanban generation instruction from the client. Once the server obtains the kanban generation instruction, it will display the creation control of the kanban generation component configuration file to the client, and the creation control at least includes the target data indicator selection control, the target dimension information selection control, and the target component selection control.

[0076] In the target data indicator selection control, all data indicators included in the indicator library can be listed and displayed. The personnel select the target data indicator from all the data indicators, that is, feedback the target data indicator selection instruction to the server.

[0077] In the target dimension information selection control, all dimension information included in the dimension library can be listed and displayed. The personnel select the target dimension information from all the dimension information, that is, feedback the target dimension information selection instruction to the server.

[0078] In the target component selection control, all component styles included in the component style library can be listed and displayed. The component style library is pre-built and contains a variety of components that can be selected. When a person selects a target component from all component styles, the target component selection instruction is fed back to the server.

[0079] After receiving the target data indicator selection instruction, the target dimension information selection instruction and the target component selection instruction, the server determines the target data indicator, the target dimension information and the target component, thereby binding the target data indicator, the target dimension information and the target component to form a kanban generation component configuration file.

[0080] In some optional implementations, S240 generates a dashboard based on the target data indicator data, target dimension information data, and target component, including: determining the intersection of the target data indicator data and the target dimension information data as useful data; filling the useful data in the corresponding position of the target component to generate a dashboard.

[0081] The target data indicator data includes all business data of the specific indicators that need to be financially analyzed, and the target dimension data includes all business data of the specific dimensions that need to be financially analyzed. The target indicator data and the target dimension data are intersected to obtain the useful data of the specific indicators that need to be financially analyzed in the specific dimensions.

[0082] Fill the useful data in the corresponding position of the target component to generate a dashboard. For example, taking the loan business in the field of financial technology as an example, in the target component form of the XY coordinate trend chart, the X coordinate is the time dimension and the Y coordinate is the amount dimension. Then fill the business data of the loan amount that meets the specific time period according to the corresponding position, and the obtained trend line corresponds to the data indicator of the loan growth rate.

[0083] After a person creates a kanban generation component configuration file, in order to achieve the reuse of the kanban generation component configuration file, the kanban generation component configuration file can be stored in a kanban generation component configuration file library. When subsequent personnel need to generate the same kanban, they can directly generate the kanban by directly calling the corresponding kanban generation component configuration file stored in the kanban generation component configuration file library. Therefore, in some optional implementations, after the step of generating a kanban according to target data indicator data, target dimension information data, and target component in S240, the method further includes: forming a kanban generation component configuration file library based on the kanban generation component configuration file; determining whether a kanban generation instruction is received; if so, displaying a selection control for the kanban generation component configuration file; wherein the selection control is provided based on the kanban generation component configuration file library; if a selection result of the selection control is received, a corresponding kanban is generated; if a selection result of the selection control is not received, displaying a creation control for the kanban generation component configuration file.

[0084] The Kanban generation component configuration file library stores the Kanban generation component configuration files that have been created in the past. When a person transmits a Kanban generation instruction to a server through a client, the server displays all Kanban generation component configuration files that have been created in the Kanban generation component configuration file library to the client.

[0085] If the personnel selects the target kanban generation component configuration file from all kanban generation component configuration files, the target data indicator data and the target dimension information data are obtained based on the binding relationship of the target data indicator-target dimension information-target component included in the target kanban generation component configuration file, and the corresponding kanban is generated according to the target data indicator data, the target dimension information data and the target component.

[0086] If the person is not selected in all Kanban generation component configuration files, the server displays the creation control of the Kanban generation component configuration file to the client, so that the person can create a new Kanban generation component configuration file and then generate the corresponding Kanban.

[0087] It is especially important to note that the creation time of a dashboard generation component configuration file that has been created is earlier. After the creation time, the business report data source, indicator library, and dimension library may be updated. After the update, when the personnel select the dashboard generation component configuration file to generate a dashboard again, the dashboard will be the latest analysis result.

[0088] In addition, under the technical solution of the present invention, data indicator data and dimension information data can be traced. Therefore, the present invention can also realize the two-way reference analysis of data indicator data and dashboards. Not only can the business data (business reports) referenced by a dashboard be viewed, but also the dimension reference of a business data in different dashboards can be viewed.

[0089] See also Figure 4 As shown, Figure 4 Another flowchart of the method for generating a kanban board provided by an embodiment of the present invention includes the following steps:

[0090] Step S401, receiving a kanban generation instruction; go to step S402;

[0091] Step S402, based on the Kanban component generation configuration file library, display the selection control of the Kanban component generation configuration file; go to step S403;

[0092] Step S403, determining whether the result of selecting an existing kanban generation component configuration file is received; if received, proceed to step S404; if not received, proceed to step S409, step S410 and step S411;

[0093] Step S404, determine the target data indicator, target dimension information and target component according to the binding relationship of the target data indicator-target dimension information-target component of the Kanban component configuration file; then go to step S405, step S406 and step S407;

[0094] Step S405, generating a target data indicator data query instruction based on the indicator library, and acquiring target data indicator data from the business report based on the target data indicator data query instruction; go to step S408;

[0095] Step S406, generating a target dimension information data query instruction based on the dimension library, and acquiring the target dimension information data from the business report based on the target dimension information data query instruction; go to step S408;

[0096] Step S407, obtaining the target component from the component style library; go to step S408;

[0097] Step S408, generating a dashboard according to the target data indicator data, target dimension information data and target components.

[0098] Step S409, displaying a target data indicator selection control based on the indicator library, and receiving a target data indicator selection instruction based on the selection result of the target data indicator selection control; then proceeding to step S412;

[0099] Step S410, displaying a target dimension information selection control based on the dimension library, and receiving a target dimension information selection instruction based on a selection result of the target dimension information selection control; then proceed to step S412;

[0100] Step S411, displaying a target component selection control based on the component style library, and receiving a target component selection instruction based on the selection result of the target component selection control; then proceeding to step S412;

[0101] Step S412: According to the target data indicator selection instruction, the target dimension information selection instruction and the target component selection instruction, a binding relationship of the target data indicator-target dimension information-target component is formed, a new kanban generation component configuration file is created, and the new kanban generation component configuration file is saved in the kanban generation component configuration file library; go to step S404;

[0102] Among them, the indicator library is established through the following steps:

[0103] Step S4001, obtaining a business report, and determining business data according to the business report;

[0104] Step S4002, receiving the created indicator table, and receiving the data indicators configured for the indicator table and the association information configured for each data indicator with the business data;

[0105] Step S4003, establishing an indicator library based on data indicators and association information between data indicators and business data.

[0106] The dimension library is established through the following steps:

[0107] Step S4001, obtaining a business report, and determining business data according to the business report;

[0108] Step S4004, receiving the created dimension table, and receiving dimension information configured for the dimension table and association information configured for each dimension information with business data;

[0109] Step S4005: Establish a dimension library based on the dimension information and the association information between the dimension information and the business data.

[0110] It should be understood that the order of execution of the steps in the above embodiment does not necessarily mean the order of execution. The execution order of each process should be determined by its function and internal logic, and should not constitute any limitation on the implementation process of the embodiment of the present invention.

[0111] In one embodiment, a billboard generation device is provided, which corresponds one-to-one to the billboard generation method in the above embodiment. Figure 5 As shown, the kanban generating device comprises:

[0112] The kanban generation component configuration file creation unit 501 is used to receive a creation instruction of the kanban generation component configuration file, and construct a kanban generation component configuration file including a binding relationship of a target data indicator-target dimension information-target component according to the creation instruction; wherein the creation instruction includes a target data indicator selection instruction, a target dimension information selection instruction, and a target component selection instruction;

[0113] The target data indicator data acquisition unit 502 is used to generate a target data indicator data query instruction based on the target data indicator and a pre-established indicator library, and acquire the target data indicator data from the business report based on the target data indicator data query instruction; wherein the indicator library stores the association information between the data indicator and the business data of the business report;

[0114] The target dimension information data acquisition unit 503 is used to generate a target dimension information data query instruction based on the target dimension information and a pre-established dimension library, and acquire the target dimension information data from the business report based on the target dimension information data query instruction; wherein the dimension library stores the association information between the dimension information and the business data;

[0115] The kanban generating unit 504 is used to generate a kanban according to the target data indicator data, the target dimension information data and the target component.

[0116] In some optional implementations, the device further includes: an indicator library establishing unit.

[0117] The indicator library establishment unit is specifically used to: obtain business reports and determine business data based on the business reports; receive the created indicator table, and receive the data indicators configured for the indicator table and the association information between each data indicator and the business data; establish an indicator library based on the data indicators and the association information between the data indicators and the business data.

[0118] In some optional implementations, the target data indicator data acquisition unit 502 is specifically used to: call a pre-established indicator library, retrieve the target data indicator from the data indicators in the indicator library, and determine the association information between the target data indicator and the business data; generate a target data indicator data query instruction based on the association information between the target data indicator and the business data; and obtain the target data indicator data from the business report based on the target data indicator data query instruction.

[0119] In some optional implementations, the device further includes: a dimension library establishing unit.

[0120] The dimension library establishment unit is specifically used to: obtain business reports and determine business data based on the business reports; receive the created dimension table, and receive the dimension information configured for the dimension table and the association information configured for each dimension information with the business data; establish the dimension library based on the dimension information and the association information between the dimension information and the business data.

[0121] In some optional implementations, the target dimension information data acquisition unit 503 is specifically used to: call a pre-established dimension library, retrieve the target dimension information from the dimension information in the dimension library, and determine the association information between the target dimension information and the business data; generate a target dimension information data query instruction based on the association information between the target dimension information and the business data; and obtain the target dimension information data from the business report based on the target dimension information data query instruction.

[0122] In some optional implementations, the kanban generation component configuration file creation unit 501 is specifically used to: determine whether a kanban generation instruction is received; if so, display a creation control for the kanban generation component configuration file; wherein the creation control includes: a target data indicator selection control, a target dimension information selection control, and a target component selection control; the target data indicator selection control is provided based on a data indicator of a pre-established indicator library, the target dimension information selection control is provided based on a pre-established dimension library, and the target component selection control is provided based on a preset component style; based on the selection result of the target data indicator selection control, a target data indicator selection instruction is received, based on the selection result of the target dimension information selection control, a target dimension information selection instruction is received, and based on the selection result of the target component selection control, a target component selection instruction is received; according to the target data indicator selection instruction, the target dimension information selection instruction, and the target component selection instruction, a binding relationship of the target data indicator-target dimension information-target component is formed, and a kanban generation component configuration file is created.

[0123] In some optional implementations, the kanban generation unit 504 is specifically used to: determine the intersection of the target data indicator data and the target dimension information data as useful data; fill the useful data in the corresponding position of the target component to generate a kanban.

[0124] In some optional implementations, the device further includes: a kanban generation component configuration file selection unit.

[0125] The kanban generation component configuration file selection unit is specifically used to: form a kanban generation component configuration file library based on the kanban generation component configuration file; determine whether a kanban generation instruction is received; if so, display a selection control for the kanban generation component configuration file; wherein the selection control is provided based on the kanban generation component configuration file library; if a selection result of the selection control is received, generate a corresponding kanban; if no selection result of the selection control is received, display a creation control for the kanban generation component configuration file.

[0126] For the specific definition of the kanban generation device, please refer to the definition of the kanban generation method above, which will not be repeated here. Each module in the above-mentioned kanban generation device can be implemented in whole or in part by software, hardware and a combination thereof. The above-mentioned modules can be embedded in or independent of the processor in the computer device in the form of hardware, or can be stored in the memory of the computer device in the form of software, so that the processor can call and execute the operations corresponding to the above modules.

[0127] In one embodiment, a computer device is provided. The computer device may be a server, and its internal structure diagram may be as follows: Figure 6 As shown. The computer device includes a processor, a memory, a network interface and a database connected via a system bus. The processor of the computer device is used to provide computing and control capabilities. The memory of the computer device includes a non-volatile and / or volatile storage medium and an internal memory. The non-volatile storage medium stores an operating system, a computer program and a database. The internal memory provides an environment for the operation of the operating system and the computer program in the non-volatile storage medium. The network interface of the computer device is used to communicate with an external client via a network connection. When the computer program is executed by the processor, the functions or steps on the service side of a kanban generation method are implemented.

[0128] In one embodiment, a computer device is provided. The computer device may be a client, and its internal structure diagram may be as follows: Figure 7 As shown. The computer device includes a processor, a memory, a network interface, a display screen and an input device connected through a system bus. Among them, the processor of the computer device is used to provide computing and control capabilities. The memory of the computer device includes a non-volatile storage medium and an internal memory. The non-volatile storage medium stores an operating system and a computer program. The internal memory provides an environment for the operation of the operating system and the computer program in the non-volatile storage medium. The network interface of the computer device is used to communicate with an external server through a network connection. When the computer program is executed by the processor, it realizes the functions or steps on the client side of a billboard generation method

[0129] In one embodiment, a computer device is provided, including a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the processor implements the following steps when executing the computer program:

[0130] Receive a creation instruction of a kanban board generation component configuration file, and construct a kanban board generation component configuration file including a binding relationship of a target data indicator, a target dimension information, and a target component according to the creation instruction; wherein the creation instruction includes a target data indicator selection instruction, a target dimension information selection instruction, and a target component selection instruction;

[0131] According to the target data indicator, a target data indicator data query instruction is generated based on a pre-established indicator library, and the target data indicator data is obtained from the business report based on the target data indicator data query instruction; wherein the indicator library stores association information between the data indicator and the business data of the business report;

[0132] According to the target dimension information, a target dimension information data query instruction is generated based on a pre-established dimension library, and the target dimension information data is acquired from the business report based on the target dimension information data query instruction; wherein the dimension library stores association information between the dimension information and the business data;

[0133] Generate a dashboard based on target data indicator data, target dimension information data and target components.

[0134] In one embodiment, a computer readable storage medium is provided, on which a computer program is stored, and when the computer program is executed by a processor, the following steps are implemented:

[0135] Receive a creation instruction of a kanban board generation component configuration file, and construct a kanban board generation component configuration file including a binding relationship of a target data indicator, a target dimension information, and a target component according to the creation instruction; wherein the creation instruction includes a target data indicator selection instruction, a target dimension information selection instruction, and a target component selection instruction;

[0136] According to the target data indicator, a target data indicator data query instruction is generated based on a pre-established indicator library, and the target data indicator data is obtained from the business report based on the target data indicator data query instruction; wherein the indicator library stores association information between the data indicator and the business data of the business report;

[0137] According to the target dimension information, a target dimension information data query instruction is generated based on a pre-established dimension library, and the target dimension information data is acquired from the business report based on the target dimension information data query instruction; wherein the dimension library stores association information between the dimension information and the business data;

[0138] Generate a dashboard based on target data indicator data, target dimension information data and target components.

[0139] It should be noted that the above functions or steps that can be implemented by the computer-readable storage medium or computer device can refer to the relevant descriptions on the server side and the client side in the aforementioned method embodiment. To avoid repetition, they will not be described one by one here.

[0140] Those skilled in the art can understand that all or part of the processes in the above-mentioned embodiment methods can be completed by instructing the relevant hardware through a computer program, and the computer program can be stored in a non-volatile computer-readable storage medium. When the computer program is executed, it can include the processes of the embodiments of the above-mentioned methods. Among them, any reference to memory, storage, database or other media used in the embodiments provided in this application can include non-volatile and / or volatile memory. Non-volatile memory can include read-only memory (ROM), programmable ROM (PROM), electrically programmable ROM (EPROM), electrically erasable programmable ROM (EEPROM) or flash memory. Volatile memory can include random access memory (RAM) or external cache memory. As an illustration and not limitation, RAM is available in many forms, such as static RAM (SRAM), dynamic RAM (DRAM), synchronous DRAM (SDRAM), double data rate SDRAM (DDRSDRAM), enhanced SDRAM (ESDRAM), synchronous link (Synchlink) DRAM (SLDRAM), memory bus (Rambus) direct RAM (RDRAM), direct memory bus dynamic RAM (DRDRAM), and memory bus dynamic RAM (RDRAM).

[0141] Those skilled in the art can clearly understand that for the convenience and simplicity of description, only the division of the above-mentioned functional units and modules is used as an example. In actual applications, the above-mentioned functions can be distributed and completed by different functional units and modules as needed, that is, the internal structure of the device can be divided into different functional units or modules to complete all or part of the functions described above.

[0142] The embodiments described above are only used to illustrate the technical solutions of the present invention, rather than to limit the same. Although the present invention has been described in detail with reference to the aforementioned embodiments, those skilled in the art should understand that the technical solutions described in the aforementioned embodiments may still be modified, or some of the technical features may be replaced by equivalents. Such modifications or replacements do not deviate the essence of the corresponding technical solutions from the spirit and scope of the technical solutions of the embodiments of the present invention, and should all be included in the protection scope of the present invention.

Claims

1. A method for generating a kanban board, characterized in that: include: Receive a creation instruction of a kanban board generation component configuration file, and construct the kanban board generation component configuration file including a binding relationship of a target data indicator-target dimension information-target component according to the creation instruction; wherein the creation instruction includes a target data indicator selection instruction, a target dimension information selection instruction, and a target component selection instruction; According to the target data indicator, a target data indicator data query instruction is generated based on a pre-established indicator library, and target data indicator data is acquired from a business report based on the target data indicator data query instruction; wherein the indicator library stores association information between data indicators and business data of the business report; According to the target dimension information, a target dimension information data query instruction is generated based on a pre-established dimension library, and target dimension information data is acquired from the business report based on the target dimension information data query instruction; wherein the dimension library stores association information between dimension information and the business data; The dashboard is generated according to the target data indicator data, the target dimension information data and the target component.

2. The method for generating a billboard according to claim 1, characterized in that: Before the step of receiving a creation instruction for a kanban board generation component configuration file, the method further includes: Obtaining the business report, and determining the business data according to the business report; Receive the created indicator table, and receive the data indicators configured for the indicator table and the association information configured for each of the data indicators with the business data; The indicator library is established based on the data indicator and the association information between the data indicator and the business data.

3. The method for generating a billboard according to claim 2, characterized in that: According to the target data indicator, a target data indicator data query instruction is generated based on a pre-established indicator library, and target data indicator data is obtained from a business report based on the target data indicator data query instruction; wherein the indicator library stores association information between data indicators and business data of the business report, including: Calling the pre-established indicator library, retrieving the target data indicator from the data indicators in the indicator library, and determining association information between the target data indicator and the business data; Generate the target data indicator data query instruction according to the association information between the target data indicator and the business data; Based on the target data indicator data query instruction, the target data indicator data is obtained from the business report.

4. The method for generating a billboard according to claim 1, wherein: Before the step of receiving a creation instruction for a kanban board generation component configuration file, the method further includes: Obtaining the business report, and determining the business data according to the business report; Receive the created dimension table, and receive dimension information configured for the dimension table and association information configured for each dimension information with the business data; The dimension library is established based on the dimension information and association information between the dimension information and the business data.

5. The method for generating a billboard according to claim 4, characterized in that: According to the target dimension information, a target dimension information data query instruction is generated based on a pre-established dimension library, and target dimension information data is acquired from the business report based on the target dimension information data query instruction; wherein the dimension library stores association information between dimension information and the business data, including: Calling the pre-established dimension library, retrieving the target dimension information from the dimension information in the dimension library, and determining association information between the target dimension information and the business data; Generate the target dimension information data query instruction according to the association information between the target dimension information and the business data; Based on the target dimension information data query instruction, the target dimension information data is obtained from the business report.

6. The method for generating a billboard according to claim 1, wherein: The receiving instruction for creating a kanban board generation component configuration file, and constructing the kanban board generation component configuration file including a binding relationship of a target data indicator, a target dimension information, and a target component according to the creation instruction; wherein the creation instruction includes a target data indicator selection instruction, a target dimension information selection instruction, and a target component selection instruction, including: Determine whether a kanban generation instruction has been received; If yes, then display the creation control of the dashboard generation component configuration file; wherein the creation control includes: a target data indicator selection control, a target dimension information selection control and a target component selection control; the target data indicator selection control is provided based on the data indicator of the pre-established indicator library, the target dimension information selection control is provided based on the dimension information of the pre-established dimension library, and the target component selection control is provided based on a preset component style; Receive the target data indicator selection instruction based on the selection result of the target data indicator selection control, receive the target dimension information selection instruction based on the selection result of the target dimension information selection control, and receive the target component selection instruction based on the selection result of the target component selection control; According to the target data indicator selection instruction, the target dimension information selection instruction and the target component selection instruction, the binding relationship of target data indicator-target dimension information-target component is formed, and the kanban generation component configuration file is created.

7. The method for generating a billboard according to claim 1, characterized in that: After the step of generating the dashboard according to the target data indicator data, the target dimension information data and the target component, the method further includes: Forming a kanban generation component configuration file library based on the kanban generation component configuration file; Determine whether a kanban generation instruction has been received; If yes, then displaying a selection control of the kanban generation component configuration file; wherein the selection control is provided based on the kanban generation component configuration file library; If the selection result of the selection control is received, the corresponding billboard is generated; If the selection result of the selection control is not received, a creation control of the kanban generation component configuration file is displayed.

8. A kanban generating device, characterized in that: include: A kanban generation component configuration file creation unit, configured to receive a creation instruction for a kanban generation component configuration file, and construct the kanban generation component configuration file including a binding relationship of a target data indicator, a target dimension information, and a target component according to the creation instruction; wherein the creation instruction includes a target data indicator selection instruction, a target dimension information selection instruction, and a target component selection instruction; A target indicator data acquisition unit, configured to generate a target data indicator data query instruction based on the target data indicator and a pre-established indicator library, and acquire target data indicator data from a business report based on the target data indicator data query instruction; wherein the indicator library stores association information between data indicators and business data of the business report; a target dimension data acquisition unit, configured to generate a target dimension information data query instruction based on a pre-established dimension library according to the target dimension information, and acquire target dimension information data from the business report based on the target dimension information data query instruction; wherein the dimension library stores association information between dimension information and the business data; A kanban board generating unit is used to generate the kanban board according to the target data indicator data, the target dimension information data and the target component.

9. A computer device comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, characterized in that: When the processor executes the computer program, the steps of the kanban generation method according to any one of claims 1 to 7 are implemented.

10. A computer-readable storage medium storing a computer program, characterized in that: When the computer program is executed by a processor, the steps of the kanban generation method according to any one of claims 1 to 7 are implemented.

Images