Report creation method, report creation device, electronic equipment and storage medium

By creating indicators and general charts for unified business analysis standards, the problem that reports in various business departments cannot be generalized is solved, and good generality of reports and cross-departmental sharing of data is achieved.

CN119441322APending Publication Date: 2025-02-14CONTEMPORARY AMPEREX FUTURE ENERGY RES INST (SHANGHAI) LTD +1
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Patent Information

Application Number
CN202310967601.9
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2023-08-02
Publication Date
2025-02-14

AI Technical Summary

Technical Problem

In the prior art, reports generated by various business departments cannot be universal in different business departments, resulting in data analysis and statistical results being unable to be used with each other.

Method used

By creating metrics that are unified in business analysis standards, creating common charts based on these metrics, and finally visually creating reports based on the chart and report layout instructions entered by users, we can achieve good generality of reports.

Benefits of technology

It improves the universality of generated reports, so that different business departments can use the same indicators and charts for statistical analysis, realizing cross-departmental sharing and utilization of data.

✦ Generated by Eureka AI based on patent content.

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Abstract

The invention discloses a report creation method, a report creation device, electronic equipment and a storage medium. The method comprises the following steps: in response to index configuration information input by a user, creating at least one index for unifying a service analysis standard; creating at least one chart for describing a data analysis result according to the at least one index; and according to the at least one chart and a report layout instruction input by a user, performing visual creation of the report. Through the scheme of the invention, the universality of the generated report can be improved.
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Description

Technical Field

[0001] The present application belongs to the field of data processing, and in particular relates to a report creation method, a report creation device, an electronic device and a computer-readable storage medium. Background Art

[0002] Different business departments within an organization will independently perform statistical evaluations on various business data based on their respective business needs, resulting in reports generated by each business unit being usable only within a single department and not across different business departments. Summary of the invention

[0003] The present application provides a report creation method, a report creation device, an electronic device and a computer-readable storage medium, which can improve the versatility of generated reports.

[0004] In a first aspect, the present application provides a report creation method, comprising:

[0005] In response to the indicator configuration information input by the user, creating at least one indicator for unifying the business analysis standard;

[0006] Creating at least one chart for describing the data analysis result according to the at least one indicator;

[0007] A report is created visually according to at least one chart and a report layout instruction input by a user.

[0008] In the process of report creation, indicators with unified business analysis standards can be created in response to the indicator configuration information input by the user. It can be understood that since the indicator unifies the business analysis standard, different business departments can use the same indicator for statistical analysis when they have the same or similar analysis purposes, that is, the created indicator can be used in the entire data management system. Based on the created indicators, at least one chart for describing the data analysis results can be created. It can be understood that in the data management system, different users can create different charts. Since the indicators used in the charts are universal, all created charts can also be used in the data management system. Based on the created charts and the report layout instructions input by the user, a report with good versatility can be finally obtained.

[0009] In some embodiments, after creating a report visually according to at least one chart and the report layout instruction input by the user, the process further includes:

[0010] The corresponding statistical data is displayed in a target chart of the created report, wherein the target chart is the chart indicated by the report layout instruction.

[0011] Although there are multiple charts created, the final report will not include all the created charts, but only some of the created charts that the user wants to display. When the electronic device displays the created report, it actually only needs to pay attention to the statistical data of the part of the charts that the user wants to display (that is, the target chart) for corresponding display, so as to avoid the statistical data of other irrelevant charts affecting the user's reading concentration.

[0012] In some embodiments, corresponding statistical data is displayed in a target chart of the created report, including:

[0013] Call the unified query service to pass in the preset data source, as well as the data set and indicators corresponding to the target chart;

[0014] Determine the statistical data corresponding to the target chart according to the data source, the chart configuration information of the target chart, and the data set and indicators corresponding to the target chart;

[0015] Displays statistics in a goal chart.

[0016] Obtaining the statistical data corresponding to the target chart is achieved through data query, and the data query process depends on calling the unified query service. Since the unified query service supports various types of data storage, it provides a unified and scalable data query export. Therefore, through the unified query service, the data management system can realize the adaptation of various data query scenarios.

[0017] In some embodiments, the report creation method further includes:

[0018] Receive data source configuration information input by the user;

[0019] Verify the validity of the data source configuration information by calling the unified query service.

[0020] When a user configures a data source, the input data source configuration information may contain errors or deviations due to factors such as input errors, which may cause subsequent data query operations to fail to access the data source, resulting in failure of data query and waste of system resources. Based on this, in this embodiment, the received data source configuration information can be verified, specifically to verify the validity of the data source configuration information, that is, whether the data source configured by the data source configuration information is accessible. By verifying the validity of the data source configuration information, the adverse effects of invalid data sources on data query can be reduced.

[0021] In some embodiments, after verifying the validity of the data source configuration information by calling the unified query service, the report creation method further includes:

[0022] According to the verification result of the data source configuration information, the data source configuration information is processed accordingly.

[0023] The verification result of the data source configuration information expresses the verification result of the corresponding configured data source (that is, the performance of the data source in terms of effectiveness). Based on this, the electronic device will not perform a unified processing operation on all data source configuration information, but will process the data source configuration information in a targeted manner according to the verification result, thereby improving the accuracy of the processing.

[0024] In some embodiments, creating at least one chart for describing the data analysis result according to at least one indicator includes:

[0025] Determining at least one data set for associating the graph, the data set storing a data query model satisfying the unified query service semantics;

[0026] At least one chart for describing the data analysis result is created according to the at least one indicator and the at least one data set.

[0027] When the query object involves multiple data sources, there may be situations where these data sources support different syntaxes. Therefore, when creating a chart, a data set that stores a data query model that satisfies the unified query service semantics is associated with the chart. In this way, even if different data sources support different syntaxes, various data operations can be successfully performed based on the data query model that satisfies the unified query service semantics, thereby improving the versatility of the report at the data source level.

[0028] In some embodiments, in response to the indicator configuration information input by the user, creating at least one indicator for unifying the business analysis standard includes:

[0029] Receive first indicator configuration information and second indicator configuration information input by a user, the first indicator configuration information is used to configure basic attributes of the indicator, and the second indicator configuration information is used to configure description and calculation method of the indicator;

[0030] Create corresponding indicators according to the first indicator configuration information and the second indicator configuration information.

[0031] Users of each business department can create indicators from multiple dimensions. This embodiment focuses on the dimensions of basic attributes, as well as the dimensions of description and calculation method. The basic attribute dimension can clarify the correlation between the indicator to be created and the business; the calculation method can clarify the specific implementation of data statistics; and the description can clarify the specific physical meaning of the calculation method. The indicators created in this way can meet the requirements of unified business analysis standards and achieve common use among different business departments.

[0032] In some embodiments, creating a report visually based on at least one chart and a report layout instruction input by a user includes:

[0033] When receiving the report layout instruction, determine the chart to be laid out and the position to be laid out according to the start and end coordinates of the report layout instruction;

[0034] Display the chart to be laid out at the position to be laid out.

[0035] Coordinate information is a type of information that can be directly obtained based on user operations, and it is very intuitive for both electronic devices and users. For users, they can specify the charts to be laid out and the positions to be laid out by sliding touch on the electronic device; accordingly, for the electronic device, the report layout instructions obtained in this way will carry the start and end coordinates. By analyzing the start and end coordinates, the charts to be laid out and the positions to be laid out specified by the user can be quickly determined. Through the above operations, the layout efficiency of the report can be improved, and the rapid visual creation of the report can be completed.

[0036] In some embodiments, displaying the to-be-layout chart at the to-be-layout position includes:

[0037] When there is a conflict between the basic attributes of the chart to be laid out and the basic attributes of the report, the basic attributes of the chart to be laid out are adjusted according to the basic attributes of the report;

[0038] The chart to be laid out with its basic properties adjusted is displayed at the position to be laid out.

[0039] Although all charts are universal in the data management system, the creators of each chart may be users from different business departments. Therefore, the user who is currently using a chart to create a report may belong to a different business department than the user who created the chart. Considering that the biggest conflict between different business departments lies in the business they focus on, and the business is mainly reflected in the basic attributes, the electronic device can achieve compatibility between the chart to be laid out and the report through conflict detection and adjustment in the dimension of basic attributes.

[0040] In a second aspect, the present application provides a report creation device, comprising:

[0041] A first creation module, configured to create at least one indicator for unifying business analysis standards in response to indicator configuration information input by a user;

[0042] A second creation module, used to create at least one chart for describing the data analysis result according to at least one indicator;

[0043] The third creation module is used to create a report visually according to at least one chart and a report layout instruction input by a user.

[0044] In a third aspect, the present application provides an electronic device, comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the processor implements the method of the first aspect when executing the computer program.

[0045] In a fourth aspect, the present application provides a computer-readable storage medium, wherein the computer-readable storage medium stores a computer program, and when the computer program is executed by a processor, the method of the first aspect is implemented.

[0046] In a fifth aspect, the present application provides a computer program product, which includes a computer program. When the computer program is executed by one or more processors, it implements the method of the first aspect.

[0047] It can be understood that the beneficial effects of the second to fifth aspects mentioned above can be found in the relevant description of the first aspect mentioned above, and will not be repeated here. BRIEF DESCRIPTION OF THE DRAWINGS

[0048] In order to more clearly illustrate the technical solutions in the embodiments of the present application, the drawings required for use in the embodiments or the description of the prior art will be briefly introduced below. Obviously, the drawings described below are only some embodiments of the present application. For ordinary technicians in this field, other drawings can be obtained based on these drawings without paying any creative work.

[0049] Figure 1 It is a schematic diagram of the implementation process of the report creation method provided in the embodiment of the present application;

[0050] Figure 2 This is an example diagram of a report creation page provided in an embodiment of the present application;

[0051] Figure 3 It is a schematic diagram of the architecture of the data management system provided in the embodiment of the present application;

[0052] Figure 4 This is a schematic diagram of the implementation process of the report creation method provided in the embodiment of the present application in a specific business application scenario;

[0053] Figure 5 It is a structural block diagram of a report creation device provided in an embodiment of the present application;

[0054] Figure 6 It is a schematic diagram of the structure of an electronic device provided in an embodiment of the present application. DETAILED DESCRIPTION

[0055] The following embodiments of the technical solution of the present application will be described in detail in conjunction with the accompanying drawings. The following embodiments are only used to more clearly illustrate the technical solution of the present application, and are therefore only used as examples, and cannot be used to limit the scope of protection of the present application.

[0056] Unless otherwise defined, all technical and scientific terms used herein have the same meaning as commonly understood by technicians in the technical field to which this application belongs; the terms used herein are only for the purpose of describing specific embodiments and are not intended to limit this application; the terms "including" and "having" in the specification and claims of this application and the above-mentioned figure descriptions and any variations thereof are intended to cover non-exclusive inclusions.

[0057] In the description of the embodiments of the present application, technical terms such as "first" and "second" are only used to distinguish different objects and cannot be understood as indicating or implying relative importance or implicitly indicating the number, specific order or primary and secondary relationship of the indicated technical features.

[0058] Reference to "embodiments" herein means that a particular feature, structure, or characteristic described in conjunction with the embodiments may be included in at least one embodiment of the present application. The appearance of the phrase in various locations in the specification does not necessarily refer to the same embodiment, nor is it an independent or alternative embodiment that is mutually exclusive with other embodiments. It is explicitly and implicitly understood by those skilled in the art that the embodiments described herein may be combined with other embodiments.

[0059] In the description of the embodiments of the present application, the term "and / or" is only a description of the association relationship of the associated objects, indicating that there may be three relationships. For example, A and / or B can represent: A exists alone, A and B exist at the same time, and B exists alone. In addition, the character " / " in this article generally indicates that the associated objects before and after are in an "or" relationship.

[0060] In the description of the embodiments of the present application, the term "plurality" refers to more than two (including two), unless otherwise clearly and specifically defined.

[0061] Reports are a common method in data management systems, which use various charts and other formats to dynamically display data. At present, all organizations cannot do without the use of reports. For example, in the process of product management, enterprises can quickly understand the advantages and disadvantages of products through various reports, which helps enterprises to continuously optimize products in the future.

[0062] However, for larger organizations, there are often multiple business departments. Different business departments will generate different business-related data based on their own business needs and business goals, thus forming different data sources. Different data sources use different types of databases, which makes the syntax supported by different data sources different, resulting in the need to create independent data connections for each data source. In this way, a single business department may only be able to access its corresponding single data source, resulting in the report it generates only being able to query and obtain data from a single data source.

[0063] In addition, different business departments may also propose their own business analysis standards based on their respective business needs. However, since the businesses of different business departments are actually still in the same field, multiple business departments may eventually propose similar business analysis standards. However, since the data statistical analysis process of each business department is relatively independent, the reports generated by each business department based on its own business analysis standards can only be used within its department and cannot be used in different business departments.

[0064] That is, when creating reports through data statistical analysis, the versatility of the resulting reports in terms of data sources and business analysis standards is poor. Based on the above considerations, the present application embodiment proposes a report creation method that improves the versatility of reports by unifying the indicators of business analysis standards and a data query model that meets the unified query service semantics. In order to illustrate the technical solution proposed in the present application embodiment, a specific embodiment is used for illustration below.

[0065] The following describes a report creation method provided by an embodiment of the present application from a technical perspective. The report creation method can be applied to electronic devices with data management functions (i.e., equipped with a data management system), including but not limited to computers. Figure 1 , the report creation method in the embodiment of the present application includes:

[0066] Step 101: Create at least one indicator for unifying business analysis standards in response to indicator configuration information input by a user.

[0067] The electronic device may receive the indicator configuration information input by the user on the indicator creation page, and create corresponding business-related indicators according to the indicator configuration information. In some examples, the input method of the indicator configuration information may include but is not limited to: text input, drop-down box selection input, voice input and file import.

[0068] The above process can be repeated according to the number of indicators created by user needs, thereby obtaining multiple different indicators. The created indicators can be used to unify the definition of the same content by different business departments (that is, to unify the business analysis standards), which can be used in the entire data management system. It can be understood that the indicators created by users of a certain business department can be stored in the data management system, and users of other business departments can directly use the indicators when they have the same business analysis needs.

[0069] Step 102: Create at least one chart for describing the data analysis result according to at least one indicator.

[0070] Each indicator created by the user can be stored in the data management system. In the chart creation page, the user can select the indicator he / she wants from the created indicators to create at least one chart for describing the data analysis results.

[0071] In the process of creating a chart, in addition to configuring the indicators and data sets corresponding to the chart, you can also configure the chart category, the dimension conditions of the indicator, the filtering conditions, the sorting conditions, and the parameters required for the front-end display, etc. The above information can be collectively referred to as chart configuration information. Among them, chart categories include but are not limited to common or uncommon categories such as pie charts, bar charts, and column charts; the dimension conditions of the indicator are used to limit the possible categories of the indicator. For example, when the indicator is used to evaluate faults, the dimension conditions of the indicator can be used to limit the number of faults or limit the type of faults, etc.; the filtering conditions are used for data screening, such as filtering and retaining data within a certain time period; the sorting conditions are used to give the criteria to be followed when sorting data, such as sorting based on quantity from most to least. It should be noted that multiple filtering conditions and dimension conditions of indicators can be configured, and the embodiments of the present application do not limit their number.

[0072] In addition, for the creation of charts, the data management system also provides a report cross-filtering function. When the report cross-filtering function is enabled, when the statistical data corresponding to the chart is updated (either due to the set filtering conditions or due to other reasons), other charts can also be updated accordingly based on the updated statistical data; that is, through the report cross-filtering function, linkage updates between different charts can be achieved.

[0073] Step 103: Create a report visually according to at least one chart and the report layout instruction input by the user.

[0074] In the report creation page (i.e., the visual report canvas), various charts that have been created in the data management system can be displayed. Specifically, each chart can be realized in the form of a list. That is, in the report creation page, a display area with a chart list can be divided, and each created chart is listed in the display area. Considering that the area of ​​the display area is limited, when the number of created charts is large, the user can use sliding instructions to view all charts displayed in the display area. Based on the chart list, the user can enter the report layout instruction to set the desired charts to the desired page position, thereby realizing the visual creation of the report.

[0075] Alternatively, a chart selection jump button may also be displayed in the report creation page (i.e., a visual report canvas) instead of directly displaying the various charts that have been created in the data management system. Specifically, after receiving a click instruction for the chart selection jump button, the electronic device may jump to a new window that displays a display page of a chart list. Considering that the area of ​​the display page is also limited, when a large number of charts have been created, the user may also use a sliding instruction to view all the charts displayed in the display area. Based on the chart page, the user may input a report layout instruction to set the various charts that the user desires to the desired page positions, thereby realizing the visual creation of the report.

[0076] In some embodiments, after the report is created, the data management system can save the report. Since different users can log in to the data management system and create reports through their respective electronic devices, the data management system may actually save multiple different reports. Users can select the desired report to view according to their own viewing needs. Specifically, for any created report being viewed, the electronic device can display the corresponding statistical data in its target chart. Among them, the target chart refers to: the chart indicated by the report layout instruction received by the electronic device during the creation of the report; that is, the target chart is the chart expected by the user in the report.

[0077] Furthermore, when there are more than two charts desired by the user, the target chart may be part of the two or more charts. For example, due to the area of ​​the report display page and the display size of the chart, only part of the chart desired by the user may be displayed at the same time, and these charts that can be displayed at the same time can be determined as the target chart. Of course, when the report display page is large enough (for example, in a large-screen display application scenario), the target chart may also be all of the two or more charts desired by the user.

[0078] It can be understood that when viewing a report, the data management system will actually query and obtain the corresponding data from the data source.

[0079] In some examples, the electronic device can display the statistical data corresponding to the target chart through the following process: first, call the unified query service to pass in the preset data source, as well as the data set and indicators corresponding to the target chart. Among them, the preset data source is specifically the data source pre-configured by each logged-in user; the data set and indicators are specifically the data set and indicators associated with the target chart when the target chart is created. Then, the electronic device can perform corresponding data statistics and analysis based on the data source, the chart configuration information of the target chart, and the data set and indicators corresponding to the target chart, thereby determining the statistical data corresponding to the target chart. Finally, the statistical data can be displayed in the target chart, that is, the final statistical results can be displayed through the target chart.

[0080] In some embodiments, in order to avoid errors in the data query process that may cause report generation failure and ensure the accuracy of the generated report, the data source configuration process may be specifically performed as follows:

[0081] First, the electronic device may receive data source configuration information input by the user. In some examples, for a public data source, the data source configuration information may include: a data source address; in other examples, for a non-public data source, the data source configuration information may include: a data source address, a login user name, and a login password. Of course, according to different access requirements of the data source, the data source configuration information may also include more or less information, as long as the corresponding configuration source can be accessed based on the data source configuration information, which will not be elaborated here.

[0082] Then, in order to avoid factors such as input errors that may cause errors or deviations in the data source configuration information input by the user, the electronic device may call a unified query service to verify the validity of the data source configuration information, specifically by calling the unified query service to try to access the data source configured by the data source configuration information. If the access is successful, it is determined that the data source configuration information has passed the verification; otherwise, if the access fails, it is determined that the data source configuration information has not passed the verification.

[0083] Through the above verification operation on the data source configuration information, the electronic device can quickly identify whether the data source configured by the user is valid, thereby reducing the adverse effects of invalid data sources on data query.

[0084] In some embodiments, in order to improve the accuracy of data source processing, the electronic device may, after verifying the validity of the data source configuration information, perform corresponding processing on the data source configuration information according to the verification result of the data source configuration information. In some examples, when the verification result indicates that the data source configuration information has passed the verification, it can be determined that the data source configuration is successful, that is, the data source corresponding to the data source configuration information is accessible, and the data management system can save the data source configuration information to save the corresponding data source. In other examples, when the verification result indicates that the data source configuration information has passed the verification, it can be determined that the data source configuration has failed, that is, the data source corresponding to the data source configuration information is inaccessible (or access is abnormal), and the data management system can delete and save the data source configuration information to eliminate the adverse effects of invalid data sources from the source, and can also output a data source configuration modification message to prompt the user to review and modify the data source configuration information entered.

[0085] In some embodiments, when there are multiple data sources, in order to better implement cross-source queries, in the process of creating a chart, the electronic device may also determine at least one data set for associating the chart, and create at least one chart for describing the data analysis results based on the created indicators (i.e., at least one indicator) and the determined data sets (i.e., at least one data set).

[0086] It can be understood that, similar to indicators, a data set created by a user in a business department can be stored in the data management system, and users in other business departments can directly use the data set when they have the same data set requirements. In other words, the data set is also created by users in the business department and stored in the data management system, and it can be shared in the entire data management system.

[0087] Among them, the data set stores a data query model that meets the unified query service semantics and is modeled based on indicators. It can be understood that the process of creating a data set is actually the modeling process of the data model, and the final data set meets the indicator requirements (specifically the calculation formula requirements of the indicators), and can meet the query statements of the unified query service semantics, which can generate dimension field information. It can be understood that when creating a data set or associating a data set with a chart, the real data has not actually been queried from the data source. Among them, the reason for "satisfying the unified query service semantics" proposed here is that different data sources may use different databases, which leads to differences in the syntax supported by different data sources. Based on this, a data query model that meets the unified query service semantics is proposed, thereby realizing cross-source query of data and helping to read data from different sources.

[0088] In some embodiments, the indicator configuration information may include but is not limited to: first indicator configuration information and second indicator configuration information, wherein the first indicator configuration information may be used to configure basic attributes of the indicator, and the second indicator configuration information may be used to configure the description and calculation method of the indicator.

[0089] Specifically, the basic attributes of an indicator may include, but are not limited to: the Chinese name of the indicator, the English name of the indicator, the business type, the application type, the equipment and characteristics, etc. In order to avoid obvious errors in the user's input, the data management system may pre-configure the possible values ​​of the business type, application type, equipment and characteristics, and then allow the user to enter the desired value by selecting instructions in the form of a drop-down menu; of course, the above basic attributes may also be directly entered by the user, and the electronic device may detect the standardization of the text entered by the user for the specified input items (such as business type, application type, equipment and characteristics), and the input method of the basic attributes is not limited here.

[0090] Specifically, the description of an indicator refers to the physical meaning of the indicator, and the calculation method of the indicator refers to the calculation formula of the indicator and its formula description.

[0091] Based on the above indicator configuration information, the process of the electronic device creating any indicator can be briefly described as: receiving the first indicator configuration information and the second indicator configuration information input for the indicator; and creating the indicator according to the first indicator configuration information and the second indicator configuration information.

[0092] In some embodiments, in addition to the display area of ​​the chart list described above, the report creation page also has a report preview area. Generally speaking, the display area of ​​the chart list is smaller than the preview area of ​​the report. Figure 2 , Figure 2 An example of a report creation page is given. Figure 2 In the report creation page shown, the right side of the dotted line is the display area of ​​the chart list, and the left side of the dotted line is the report preview area. Users can pre-configure the various positions where charts can be displayed according to their own report display requirements. For example, when the user's report display requirement is to display charts in an n*m layout, the electronic device can calculate the center point coordinates of each position where the chart can be displayed and the report display size. Of course, in actual application scenarios, the report creation page may also include other content, which is not limited here. In order to enable users to quickly create reports, in some examples, the report layout instructions may specifically be instructions input through the user's sliding touch operation, and step 103 may specifically include:

[0093] When a report layout instruction is received, the chart to be laid out and the position to be laid out are determined according to the start and end coordinates of the report layout instruction. It should be noted that not all instructions input based on sliding touch operations are report layout instructions; in fact, only sliding instructions whose starting coordinates fall within the display area of ​​the chart list will be determined as report layout instructions. Among them, the starting coordinates of the report layout instruction are used to determine the chart to be laid out, and specifically, the chart in the chart list that is closest to the starting coordinates can be determined as the chart to be laid out; similarly, the ending coordinates of the report layout instruction are used to determine the position to be laid out, and specifically, the position of the displayable chart in the preview area of ​​the report that is closest to the coordinates can be determined as the position to be laid out. After that, the electronic device can display the chart to be laid out at the position to be laid out in the report (specifically in the preview area of ​​the report) to help the user preview the final report display page.

[0094] In some embodiments, the chart list actually displays all charts created by the user. For management efficiency considerations, when the current user creates a report based on each created chart, it is usually impossible to traverse the detailed information of all charts, which may cause the basic attributes of some charts to conflict with the basic attributes of the report to be created. As an example only, the basic attributes of the charts and reports involved here include but are not limited to: the target customers, business types, and application types, etc.

[0095] Based on this, in order to ensure the smooth generation of the report, in the process of displaying the chart to be laid out at the position to be laid out, the electronic device can first detect whether there is a conflict between the basic attributes of the chart to be laid out and the basic attributes of the report (that is, whether the basic attributes of the two are completely consistent); in the case that the basic attributes of the chart to be laid out and the basic attributes of the report are in conflict (that is, the basic attributes of the two are inconsistent), the electronic device can adjust the basic attributes of the chart to be laid out according to the basic attributes of the report, so that the basic attributes of the adjusted layout chart are consistent with the basic attributes of the report; after the adjustment is completed, the chart to be laid out with the adjusted basic attributes is displayed in the position to be laid out in the report. Of course, in the case that the basic attributes of the chart to be laid out and the basic attributes of the report do not conflict (that is, the basic attributes of the two are consistent), the electronic device does not need to perform other additional operations, and can directly display the chart to be laid out in the position to be laid out in the report, which will not be elaborated here.

[0096] Of course, when there is a conflict between the basic attributes of the chart to be laid out and the basic attributes of the report (that is, the basic attributes of the two are inconsistent), the electronic device may first display the chart to be laid out at the position to be laid out, and then adjust the basic attributes of the chart to be laid out. The embodiment of the present application does not limit the operation order.

[0097] In some embodiments, the data management system also provides a report copying function. When the electronic device receives a report copying instruction, it can pop up a basic attribute modification interface to instruct the user to enter the basic attributes of the new report obtained by copying. After the new report is obtained by copying based on the basic attributes, the data management system can synchronously update the basic attributes of each chart in the new report to ensure the consistency of the basic attributes between the chart and the report.

[0098] See also Figure 3 , Figure 3 An example of the architecture of a data management system is given. It can be understood that users can make corresponding operation inputs in the indicator management and report center interactive pages shown in the front end of the data management system (where the report center interactive page also involves the creation and management of charts); based on the operation input, the background of the data management system can perform a series of data processing accordingly, and query and analyze the data in each database through a unified data service, thereby generating the final report.

[0099] See also Figure 4 , Figure 4 This is a diagram of the report creation process from a business perspective. Figure 4 The report creation process shown is actually equivalent to the report creation method proposed in the embodiment of the present application, except that the two consider different angles.

[0100] As can be seen from the above, in the embodiment of the present application, in the process of report creation, first, in response to the indicator configuration information input by the user, an indicator of a unified business analysis standard will be created. It can be understood that since the indicator unifies the business analysis standard, when different business departments have the same or similar analysis purposes, the same indicator can be used for statistical analysis, that is, the created indicator can be used throughout the entire data management system. Based on the created indicators, at least one chart for describing the data analysis results can continue to be created. It can be understood that in the data management system, different users can create different charts, and since the indicators used in the charts are universal, all created charts can also be used in the data management system. Based on the created charts and the report layout instructions input by the user, a report with good versatility can eventually be obtained.

[0101] It should be understood that the size of the serial numbers of the steps in the above embodiments does not 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 embodiments of the present application.

[0102] Corresponding to the report creation method provided above, the present application embodiment also provides a report creation device. Figure 5 The report creation device 5 in the embodiment of the present application includes:

[0103] A first creation module 501 is used to create at least one indicator for unifying business analysis standards in response to indicator configuration information input by a user;

[0104] A second creation module 502, used to create at least one chart for describing the data analysis result according to at least one indicator;

[0105] The third creation module 503 is used to create a report visually according to at least one chart and the report layout instruction input by the user.

[0106] In some embodiments, the report creation device 5 further includes:

[0107] The display module is used to display corresponding statistical data in a target chart of the created report, wherein the target chart is a chart indicated by the report layout instruction.

[0108] In some embodiments, the display module includes:

[0109] A calling unit is used to call the unified query service to pass in the preset data source, as well as the data set and indicators corresponding to the target chart;

[0110] A first determining unit is used to determine statistical data corresponding to the target chart according to a data source, chart configuration information of the target chart, and a data set and an indicator corresponding to the target chart;

[0111] The first display unit is used to display statistical data in a target chart.

[0112] In some embodiments, the report creation device 5 further includes:

[0113] The receiving module is used to receive the data source configuration information input by the user, the data source configuration information includes: data source address, login user name and login password;

[0114] The verification module is used to verify the validity of the data source configuration information by calling the unified query service.

[0115] In some embodiments, the report creation device 5 further includes:

[0116] The processing module is used to process the data source configuration information accordingly according to the verification result of the data source configuration information.

[0117] In some embodiments, the first creation module 501 includes:

[0118] A receiving unit, used to receive first indicator configuration information and second indicator configuration information input by a user, wherein the first indicator configuration information is used to configure basic attributes of the indicator, and the second indicator configuration information is used to configure a calculation method of the indicator;

[0119] The first creation unit is used to create a corresponding indicator according to the first indicator configuration information and the second indicator configuration information.

[0120] In some embodiments, the second creation module 502 includes:

[0121] A second determining unit, configured to determine at least one data set for associating the graph, wherein the data set stores a data query model satisfying the unified query service semantics;

[0122] The second creation unit is used to create at least one chart for describing the data analysis result according to at least one indicator and at least one data set.

[0123] In some embodiments, the third creation module 503 includes:

[0124] A third determining unit is used to determine the chart to be laid out and the position to be laid out according to the start and end coordinates of the report layout instruction when receiving the report layout instruction;

[0125] The second display unit is used to display the chart to be laid out at the position to be laid out.

[0126] In some embodiments, the second display unit includes:

[0127] The adjustment subunit is used to adjust the basic attributes of the chart to be laid out according to the basic attributes of the report when there is a conflict between the basic attributes of the chart to be laid out and the basic attributes of the report;

[0128] The display subunit is used to display the to-be-layout chart with adjusted basic properties at the to-be-layout position.

[0129] As can be seen from the above, in the embodiment of the present application, in the process of report creation, first, in response to the indicator configuration information input by the user, an indicator of a unified business analysis standard will be created. It can be understood that since the indicator unifies the business analysis standard, when different business departments have the same or similar analysis purposes, the same indicator can be used for statistical analysis, that is, the created indicator can be used throughout the entire data management system. Based on the created indicators, at least one chart for describing the data analysis results can continue to be created. It can be understood that in the data management system, different users can create different charts, and since the indicators used in the charts are universal, all created charts can also be used in the data management system. Based on the created charts and the report layout instructions input by the user, a report with good versatility can eventually be obtained.

[0130] Corresponding to the report creation method provided above, the embodiment of the present application also provides an electronic device. Figure 6The electronic device 6 in the embodiment of the present application includes: a memory 601, one or more processors 602 ( Figure 6 Only one is shown) and a computer program stored in the memory 601 and executable on the processor. The memory 601 is used to store software programs and modules, and the processor 602 executes various functional applications and data processing by running the software programs and units stored in the memory 601 to obtain the resources corresponding to the above-mentioned preset events. Specifically, the processor 602 implements the following steps when running the above-mentioned computer program stored in the memory 601:

[0131] In response to the indicator configuration information input by the user, creating at least one indicator for unifying the business analysis standard;

[0132] Creating at least one chart for describing the data analysis result according to the at least one indicator;

[0133] A report is created visually according to at least one chart and the input report layout instruction.

[0134] Assuming that the above is the first possible implementation, in a second possible implementation provided on the basis of the first possible implementation, after creating a report visualization according to at least one chart and the report layout instruction input by the user, the processor 602 further implements the following steps when running the computer program stored in the memory 601:

[0135] The corresponding statistical data is displayed in a target chart of the created report, wherein the target chart is the chart indicated by the report layout instruction.

[0136] In a third possible implementation provided based on the second possible implementation, corresponding statistical data is displayed in a target chart of a created report, including:

[0137] Call the unified query service to pass in the preset data source, as well as the data set and indicators corresponding to the target chart;

[0138] Determine the statistical data corresponding to the target chart according to the data source, the chart configuration information of the target chart, and the data set and indicators corresponding to the target chart;

[0139] Displays statistics in a goal chart.

[0140] In a fourth possible implementation provided on the basis of the first possible implementation, the processor 602 further implements the following steps when running the computer program stored in the memory 601:

[0141] Receive data source configuration information input by the user;

[0142] Verify the validity of the data source configuration information by calling the unified query service.

[0143] In a fifth possible implementation provided on the basis of the fourth possible implementation, after verifying the validity of the data source configuration information by calling the unified query service, the processor 602 further implements the following steps when running the computer program stored in the memory 601:

[0144] According to the verification result of the data source configuration information, the data source configuration information is processed accordingly.

[0145] In a sixth possible implementation provided on the basis of the first possible implementation, or the second possible implementation, or the third possible implementation, or the fourth possible implementation, or the fifth possible implementation, at least one chart for describing the data analysis result is created according to at least one indicator, including:

[0146] Determining at least one data set for associating the graph, the data set storing a data query model satisfying the unified query service semantics;

[0147] At least one chart for describing the data analysis result is created according to the at least one indicator and the at least one data set.

[0148] In a seventh possible implementation provided on the basis of the first possible implementation, or the second possible implementation, or the third possible implementation, or the fourth possible implementation, or the fifth possible implementation, in response to the indicator configuration information input by the user, at least one indicator for unifying the business analysis standard is created, including:

[0149] Receive first indicator configuration information and second indicator configuration information input by a user, the first indicator configuration information is used to configure basic attributes of the indicator, and the second indicator configuration information is used to configure description and calculation method of the indicator;

[0150] Create corresponding indicators according to the first indicator configuration information and the second indicator configuration information.

[0151] In an eighth possible implementation provided on the basis of the first possible implementation, or the second possible implementation, or the third possible implementation, or the fourth possible implementation, or the fifth possible implementation, creating a report visualization according to at least one chart and a report layout instruction input by a user includes:

[0152] When receiving the report layout instruction, determine the chart to be laid out and the position to be laid out according to the start and end coordinates of the report layout instruction;

[0153] Display the chart to be laid out at the position to be laid out.

[0154] In a ninth possible implementation provided on the basis of the eighth possible implementation, displaying the to-be-layout chart at the to-be-layout position includes:

[0155] When there is a conflict between the basic attributes of the chart to be laid out and the basic attributes of the report, the basic attributes of the chart to be laid out are adjusted according to the basic attributes of the report;

[0156] The chart to be laid out with its basic properties adjusted is displayed at the position to be laid out.

[0157] It should be understood that in the embodiment of the present application, the processor 602 may be a central processing unit (CPU), and the processor may also be other general-purpose processors, digital signal processors (DSP), application-specific integrated circuits (ASIC), field-programmable gate arrays (FPGA) or other programmable logic devices, discrete gate or transistor logic devices, discrete hardware components, etc. A general-purpose processor may be a microprocessor or the processor may also be any conventional processor, etc.

[0158] The memory 601 may include a read-only memory and a random access memory, and provide instructions and data to the processor 602. A part or all of the memory 601 may also include a non-volatile random access memory. For example, the memory 601 may also store information on the device type.

[0159] As can be seen from the above, in the embodiment of the present application, in the process of report creation, first, in response to the indicator configuration information input by the user, an indicator of a unified business analysis standard will be created. It can be understood that since the indicator unifies the business analysis standard, when different business departments have the same or similar analysis purposes, the same indicator can be used for statistical analysis, that is, the created indicator can be used throughout the entire data management system. Based on the created indicators, at least one chart for describing the data analysis results can continue to be created. It can be understood that in the data management system, different users can create different charts, and since the indicators used in the charts are universal, all created charts can also be used in the data management system. Based on the created charts and the report layout instructions input by the user, a report with good versatility can eventually be obtained.

[0160] The technicians in the relevant field 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 for illustration. In practical applications, the above-mentioned function allocation can be completed by different functional units and modules as needed, that is, the internal structure of the above-mentioned device can be divided into different functional units or modules to complete all or part of the functions described above. The functional units and modules in the embodiment can be integrated in a processing unit, or each unit can exist physically separately, or two or more units can be integrated in one unit. The above-mentioned integrated unit can be implemented in the form of hardware or in the form of software functional units. In addition, the specific names of the functional units and modules are only for the convenience of distinguishing each other, and are not used to limit the scope of protection of this application. The specific working process of the units and modules in the above-mentioned system can refer to the corresponding process in the aforementioned method embodiment, which will not be repeated here.

[0161] In the above embodiments, the description of each embodiment has its own emphasis. For parts that are not described or recorded in detail in a certain embodiment, reference can be made to the relevant descriptions of other embodiments.

[0162] Those of ordinary skill in the art will appreciate that the units and algorithm steps of each example described in conjunction with the embodiments disclosed herein can be implemented in electronic hardware, or a combination of external device software and electronic hardware. Whether these functions are performed in hardware or software depends on the specific application and design constraints of the technical solution. Professional and technical personnel can use different methods to implement the described functions for each specific application, but such implementation should not be considered to be beyond the scope of this application.

[0163] In the embodiments provided in the present application, it should be understood that the disclosed devices and methods can be implemented in other ways. For example, the system embodiments described above are merely schematic. For example, the division of the above modules or units is only a logical function division. There may be other division methods in actual implementation, such as multiple units or components can be combined or integrated into another system, or some features can be ignored or not executed. Another point is that the mutual coupling or direct coupling or communication connection shown or discussed can be an indirect coupling or communication connection through some interfaces, devices or units, which can be electrical, mechanical or other forms.

[0164] The units described above as separate components may or may not be physically separated, and the components shown as units may or may not be physical units, that is, they may be located in one place or distributed on multiple network units. Some or all of the units may be selected according to actual needs to achieve the purpose of the solution of this embodiment.

[0165] If the above-mentioned integrated unit is implemented in the form of a software functional unit and sold or used as an independent product, it can be stored in a computer-readable storage medium. Based on this understanding, the present application implements all or part of the processes in the above-mentioned embodiment method, and can also be completed by instructing the associated hardware through a computer program. The above-mentioned computer program can be stored in a computer-readable storage medium, and the computer program can implement the steps of the above-mentioned various method embodiments when executed by the processor. Among them, the above-mentioned computer program includes computer program code, and the above-mentioned computer program code can be in source code form, object code form, executable file or some intermediate form, etc. The above-mentioned computer-readable storage medium may include: any entity or device capable of carrying the above-mentioned computer program code, recording medium, U disk, mobile hard disk, disk, optical disk, computer-readable memory, read-only memory (ROM, Read-Only Memory), random access memory (RAM, Random Access Memory), electrical carrier signal, telecommunication signal and software distribution medium, etc. It should be noted that the content contained in the above-mentioned computer-readable storage medium can be appropriately increased or decreased according to the requirements of legislation and patent practice in the jurisdiction. For example, in some jurisdictions, according to legislation and patent practice, computer-readable storage media does not include electrical carrier signals and telecommunication signals.

[0166] The above embodiments are only used to illustrate the technical solutions of the present application, rather than to limit them. Although the present application has been described in detail with reference to the aforementioned embodiments, those skilled in the art should understand that they can still modify the technical solutions described in the aforementioned embodiments, or make equivalent replacements for some of the technical features therein. These 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 application, and should all be included in the protection scope of the present application.

Claims

1. A report creation method, characterized in that: The report creation method comprises: In response to the indicator configuration information input by the user, creating at least one indicator for unifying the business analysis standard; Creating at least one chart for describing the data analysis result according to the at least one indicator; A report is created visually according to the at least one chart and the report layout instruction input by the user.

2. The report creation method according to claim 1, characterized in that: After creating a report visually according to the at least one chart and the report layout instruction input by the user, the method further includes: The corresponding statistical data is displayed in a target chart of the created report, wherein the target chart is the chart indicated by the report layout instruction.

3. The report creation method according to claim 2, characterized in that: The displaying corresponding statistical data in the target chart of the created report includes: Calling the unified query service to pass in the preset data source, as well as the data set and indicators corresponding to the target chart; Determine statistical data corresponding to the target chart according to the data source, the chart configuration information of the target chart, and the data set and indicators corresponding to the target chart; The statistical data is displayed in the target graph.

4. The report creation method according to claim 1, characterized in that: The report creation method further includes: Receive data source configuration information input by the user; The validity of the data source configuration information is verified by calling the unified query service.

5. The report creation method according to claim 4, characterized in that: After verifying the validity of the data source configuration information by calling the unified query service, the report creation method further includes: According to the verification result of the data source configuration information, the data source configuration information is processed accordingly.

6. The report creation method according to any one of claims 1 to 5, characterized in that: The step of creating at least one chart for describing the data analysis result according to the at least one indicator comprises: Determining at least one data set for associating a graph, the data set storing a data query model satisfying the unified query service semantics; At least one chart for describing the data analysis result is created according to the at least one indicator and the at least one data set.

7. The report creation method according to any one of claims 1 to 5, characterized in that: The step of creating at least one indicator for unifying business analysis standards in response to the indicator configuration information input by the user includes: Receive first indicator configuration information and second indicator configuration information input by a user, wherein the first indicator configuration information is used to configure basic attributes of the indicator, and the second indicator configuration information is used to configure a description and calculation method of the indicator; Create corresponding indicators according to the first indicator configuration information and the second indicator configuration information.

8. The report creation method according to any one of claims 1 to 5, characterized in that: The visual creation of the report according to the at least one chart and the report layout instruction input by the user includes: When receiving the report layout instruction, determining the chart to be laid out and the position to be laid out according to the start and end coordinates of the report layout instruction; The diagram to be laid out is displayed at the position to be laid out.

9. The report creation method according to claim 8, characterized in that: The step of displaying the to-be-layout chart at the to-be-layout position includes: In the case where there is a conflict between the basic attributes of the chart to be laid out and the basic attributes of the report, adjusting the basic attributes of the chart to be laid out according to the basic attributes of the report; The to-be-layout chart with adjusted basic properties is displayed at the to-be-layout position.

10. A report creation device, characterized in that: include: A first creation module, configured to create at least one indicator for unifying business analysis standards in response to indicator configuration information input by a user; A second creation module, used to create at least one chart for describing the data analysis result according to the at least one indicator; The third creation module is used to create a report visually according to the at least one chart and the report layout instruction input by the user.

11. An electronic device comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein: When the processor executes the computer program, the method according to any one of claims 1 to 9 is implemented.

12. A computer-readable storage medium storing a computer program, characterized in that: When the computer program is executed by a processor, the method according to any one of claims 1 to 9 is implemented.