Collection table data filling and reporting method and system

Through Excel-like form designer and online data filling tasks, combined with data verification, encryption and permission management, the limitations of the existing technology in complex data processing, customization requirements, data security and permission management are solved, and efficient , secure data collection and management.

CN119494329APending Publication Date: 2025-02-21TIANJIN SHENZHOU GENERAL DATA TECH CO LTD
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Patent Information

Application Number
CN202411551917.0
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-11-01
Publication Date
2025-02-21

AI Technical Summary

Technical Problem

The existing technology has limitations in complex data processing, custom requirements, data security and permission management, and it is difficult to meet the needs of enterprises to improve data management and utilization.

Method used

Using Excel-like form designer and online data filling tasks, create a visual interface through form controls and HTML5 Canvas elements, supports data verification, calculation, summary and analysis, and combines data encryption and permission hierarchical management to ensure data security and compliance. .

Benefits of technology

It improves the efficiency and accuracy of data collection, meets complex data processing and customization needs, enhances data security and permission management, and promotes efficient use and management of data.

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Abstract

The invention relates to an acquisition table data filling and reporting method and system, which realizes data acquisition work of enterprises and public institutions at all levels by adopting a visual interface design and an online data filling and reporting mode which are mutually compatible with Excel operation, and realizes data acquisition work of the enterprises and public institutions at all levels through the capabilities of online data filling and reporting, data verification, data calculation, data summarization and the like. A series of problems of tedious traditional manual filling, inaccurate data, difficult data summarization and the like are solved, the efficiency and the effect of data acquisition are improved, and the method plays an important role in improving the data collection and utilization efficiency and better exerting the data value.
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Description

Technical Field

[0001] The present invention relates to the field of data reporting and data management, and in particular to a method and system for filling in data on a collection table. Background Art

[0002] With the continuous development of information technology, data plays an increasingly important role in all walks of life and has become an indispensable resource in all walks of life. The problem that comes with it is that people need to collect more and more data, which makes data collection, processing and analysis particularly important. In this context, how to efficiently collect and manage data has become an important issue facing enterprises and organizations.

[0003] Traditional data collection methods often rely on paper forms or simple spreadsheet software, which have many limitations in the data collection process. For example, paper forms need to be filled out and summarized manually, which is not only inefficient but also prone to errors; and although simple spreadsheet software improves efficiency, it is still insufficient in data quality verification, automatic processing, data storage and analysis. In addition, these methods also have certain obstacles in data storage and data sharing.

[0004] The online data reporting method based on Excel-like collection tables solves the above problems very well. The Excel-like collection table not only retains the ease of use and flexibility of Excel tables, but also combines the advantages of online reporting, making data collection more efficient, accurate and convenient. The Excel-like collection table service provides template customization functions. Users can customize the form template as needed, including field names, data types, validation rules, etc., to meet the needs of different business scenarios. At the same time, the template has built-in multiple data verification rules, which can automatically check the accuracy and completeness of the reported data and reduce human errors. It supports automatic summary, analysis and export functions to reduce manual burden and improve data processing efficiency. The online data reporting task service is based on the Internet platform to issue tasks and report data in a task-based manner, which can improve the efficiency, accuracy and convenience of data collection.

[0005] At present, with the increasing emphasis on data management by enterprises and the rapid development of technologies such as cloud computing and big data, the demand for online data reporting devices based on Excel-like collection tables is growing. At the same time, the continuous development of front-end technology has made the interactive experience of online tables smoother, and the optimization of back-end technology has improved the speed and efficiency of data processing. Technological progress has provided strong support for the realization of online data reporting devices based on Excel-like collection tables.

[0006] Although the online data reporting method based on Excel-like collection tables has overcome the limitations of traditional paper forms and simple electronic forms to a certain extent, it still has some technical defects, which are mainly reflected in the following aspects:

[0007] First, there are limitations in complex data processing and customized requirements. Although Excel-like collection tables provide an interface similar to traditional tables and a good user experience, their automated processing capabilities are still limited when faced with the processing requirements of large amounts of complex data. For example, in scenarios such as statistical analysis of complex data, batch import and export of data, and customized data processing rules, the flexibility and processing efficiency of Excel-like tables cannot fully meet actual needs.

[0008] Secondly, there are deficiencies in data security and authority management. Although the online data reporting method realizes the centralized management and storage of data, there are security risks in the protection of sensitive data, especially when it comes to corporate secrets and user privacy data. If there is a lack of strict data encryption mechanism and a complete authority management strategy, it may lead to security issues such as data leakage and illegal access. In addition, how to effectively manage different user roles and authorities and ensure the safe sharing of data is also a major challenge.

[0009] To sum up, how to design a method and system for filling in data in collection forms, which can bring significant practical effects in view of the increasing importance of data and the limitations of traditional data collection methods, and can improve the efficiency of data collection and utilization and better play the value of data, has become the focus and challenge of current research. Summary of the invention

[0010] The purpose of the present invention is to overcome the shortcomings of the prior art and provide a method and system for filling in data in a collection table, which comprehensively utilizes the technical characteristics of a visual interface design and a data filling task that are compatible with Excel operations and formats to meet business needs such as online data filling, data verification, data calculation, data aggregation and analysis, solves a series of problems such as the cumbersome traditional manual filling, inaccurate data, and difficult data aggregation, improves the efficiency and effect of data collection, and gives full play to the value of data.

[0011] The present invention solves the existing technical problems by adopting the following technical solutions:

[0012] A method for filling in data in a collection table comprises the following steps:

[0013] Step 1: Construct a data reporting collection form: construct and debug the data reporting collection form, including designing the collection form sample and creating basic metadata information of the collection form;

[0014] Step 2, generating a physical table: automatically generating a corresponding physical table in the database according to the constructed collection table for storing the subsequent reported data;

[0015] Step 3, preview and verification: After completing the construction of the collection table, perform table preview and function verification, and publish after passing the verification. If the verification fails, perform steps 1 and 2 again until the verification passes;

[0016] Step 4, create an online data reporting task: set reporting parameters for the reporting task, and associate the reporting unit with a specific collection form;

[0017] Step 5, issuing data reporting tasks: distributing the created reporting tasks and corresponding collection forms to the associated reporting units;

[0018] Step 6: Execute data reporting: The reporting unit receives the reporting task and performs data reporting.

[0019] Process the reported data in real time;

[0020] Step 7, review and approve the submitted data: the competent authority reviews and approves the submitted data according to the correctness and compliance rules;

[0021] Step 8, store data: store the approved data in the physical table of the database;

[0022] Step 9, data query and analysis: set permission identification for the data, automatically filter and limit the data access scope according to the user's permission level, and the user views and analyzes the corresponding authorized data subsets, mines and analyzes the reported data, and generates an analysis report.

[0023] In step 1, a table control and an HTML5 Canvas element are used to create an Excel-like interface, and a collection table sample is designed in the Excel-like interface;

[0024] The collection table sample at least includes header information, formula information, field information, data type, data precision and cell attribute information, the header information includes row headers and column headers of data, and the formula information is used to perform calculations and data conversion in Excel;

[0025] The basic metadata information of the collection table includes at least indicators, dimensions, and verification formulas to implement indicator management, dimension management, and formula verification functions of the collection table.

[0026] In step 4, the reporting parameters include task name, reporting time, and reporting frequency, and the reporting frequency includes at least periodic reporting types of year, month, and quarter; and periodic data reporting tasks are automatically generated according to the reporting frequency.

[0027] Said step 6, wherein said data filling is realized by manual entry, data selection, and / or data import;

[0028] The data processing at least includes data verification, data checking, data calculation, and / or data aggregation; wherein the data verification includes format verification, range verification, and / or logical relationship verification.

[0029] In step 8, for confidential data, data encryption is performed before storage; the data encryption adopts symmetric encryption, asymmetric encryption or a combination of symmetric encryption and asymmetric encryption to perform hierarchical encryption on the stored data.

[0030] In addition, a data reporting system for a collection table is also provided, including:

[0031] Form designer, used to build and debug data reporting collection forms, including designing collection form samples and creating basic metadata information for collection forms;

[0032] A physical table generation module, used to automatically generate a corresponding physical table in the database according to the constructed collection table, for storing the subsequent reporting data;

[0033] The preview verification module is used to preview and verify the functions of the table after the collection table is built. After the verification is passed, it is published. If the verification fails, the table style and the bound indicators and dimensions are adjusted again in the table designer, and the preview verification is performed again until the verification passes.

[0034] The task creation module is used to set reporting parameters for reporting tasks and associate reporting units with specific collection forms;

[0035] A task distribution module is used to distribute the created reporting task and the corresponding collection form to the associated reporting units;

[0036] The reporting execution module is used for the reporting unit to receive the reporting task and perform data reporting.

[0037] The system processes the reported data in real time;

[0038] The approval module is used by the competent authority to approve the data submitted by the reporting unit according to the correctness and compliance rules;

[0039] The storage module is used to store the approved data in the physical table of the database;

[0040] The query and analysis module is used to set permission identifiers for the data, automatically filter and limit the data access scope according to the user's permission level, allow users to view and analyze the corresponding authorized data subsets, mine and analyze the reported data, and generate analysis reports.

[0041] The table designer, wherein a table control and HTML5 Canvas elements are used to create an Excel-like interface, and a collection table sample is designed in the Excel-like interface;

[0042] The collection table sample at least includes header information, formula information, field information, data type, data precision and cell attribute information, the header information includes row headers and column headers of data, and the formula information is used to perform calculations and data conversion in Excel;

[0043] The basic metadata information of the collection table includes at least indicators, dimensions, and verification formulas to implement indicator management, dimension management, and formula verification functions of the collection table.

[0044] The task creation module, wherein the reporting parameters include task name, reporting time, and reporting frequency, and the reporting frequency includes at least periodic reporting types of year, month, and quarter categories; and periodic data reporting tasks are automatically generated according to the reporting frequency.

[0045] The reporting execution module, wherein the data reporting is implemented by manual entry, data selection, and / or data import;

[0046] The data processing at least includes data verification, data checking, data calculation, and / or data aggregation; wherein the data verification includes format verification, range verification, and / or logical relationship verification.

[0047] The storage module further includes an encryption submodule for performing data encryption processing on confidential data before storage; the data encryption uses symmetric encryption, asymmetric encryption, or a combination of symmetric encryption and asymmetric encryption to perform hierarchical encryption on the stored data.

[0048] Compared with the prior art, the advantages of the present invention are:

[0049] First, the present invention builds a new data collection device based on Excel-like tables and online data reporting tasks. Through the design of online Excel-like tables, users can report data just like operating Excel. This familiarity can not only reduce learning costs, but also improve user acceptance. At the same time, users can customize table fields according to their needs, flexibly set data formats and verification rules, and meet the needs of different business scenarios.

[0050] Secondly, the present invention fully considers the accuracy and standardization of the collected data. When designing the collection table, data validation rules (such as range restrictions, formula validation, etc.) can be set. During the data filling process, data verification is automatically performed, and erroneous data is highlighted. This can effectively prevent the entry of erroneous data and ensure the accuracy and legality of the data. The collection table has a rich set of functions and formulas, supports complex data calculations and aggregation, and improves data processing efficiency. At the same time, the system provides a standardized filling interface and data format requirements, which helps to improve the overall quality and consistency of the data.

[0051] It is worth emphasizing that, in addition to considering accuracy and standardization, the present invention also provides flexible interface design and functional expansion capabilities. Users can customize the fields, data formats, verification rules, etc. of the collection table according to specific business needs, and achieve seamless integration with business needs. At the same time, the system design has good scalability and can be adjusted at any time according to business changes to adapt to different scenarios and needs.

[0052] In addition, the present invention greatly improves work efficiency through online data reporting tasks, reduces manual operations through automated and intelligent reporting processes, and improves data processing efficiency. Through the periodic data reporting process, the reported data of the previous period can be automatically obtained, reducing repetitive data entry and aggregation work, and reducing the demand for human resources.

[0053] Moreover, the present invention fully considers the security of data in the process of data storage, transmission and management. Through data encryption, hierarchical authority management and other measures, the security of sensitive data is guaranteed, especially when processing data involving corporate secrets and user privacy, data leakage and illegal access can be effectively prevented. In addition, the system sets a permission identifier for each user to ensure that only authorized users can access the corresponding data subset, which greatly enhances the security of data sharing.

[0054] Finally, the present invention not only provides data reporting and storage functions, but also supports in-depth analysis and mining of collected data, introduces the concepts of data dimensions and indicators in the data warehouse, and the stored data can be connected to the data warehouse, which can be used as a data collection method for the data warehouse. The data storage structure can directly analyze and display the data through BI, mining and other tools. Through the built-in query and analysis module, users can mine the collected data and generate visual analysis reports to help decision makers better understand and use the data. At the same time, the system supports multi-dimensional data query and analysis, and can automatically filter and limit the access scope of data according to the user's permissions, thereby improving the availability and management efficiency of data.

[0055] In general, compared with traditional data reporting methods, the notable feature of the present invention is that it upgrades traditional paper forms or simple electronic spreadsheet software to online collection forms and intelligent reporting task systems. This transformation not only brings users a more friendly, efficient, accurate and flexible data collection and reporting experience, but also significantly enhances data security through technical means, and greatly promotes the efficiency of data reporting and approval, effectively solving many limitations and inconveniences in the traditional data reporting process, and opening up a new and efficient path for data management and analysis. BRIEF DESCRIPTION OF THE DRAWINGS

[0056] Figure 1 It is a schematic diagram of the method flow of the present invention.

[0057] Figure 2 It is a schematic diagram of the device architecture of the present invention. DETAILED DESCRIPTION

[0058] The embodiments of the present invention are further described in detail below with reference to the accompanying drawings.

[0059] The present invention provides a method and system for filling in data in a collection table, which is an innovative online data filling device, the core of which is an Excel-like table designer and data filling service. The Excel-like table designer uses table controls and HTML5Canvas technology to build an intuitive and easy-to-use visual interface, and supports the automatic deployment and distribution of online filling tasks. The method integrates data filling, verification, and submission, and optimizes the data structure based on a multi-dimensional analysis model. At the same time, data security and permission management are strengthened to ensure information security. Finally, an efficient and secure method and system for filling in data in a collection table is provided for users.

[0060] like Figure 1 As shown, a method for filling in data in a collection table provided by the present invention comprises the following steps:

[0061] Step 1, constructing a data reporting collection form: constructing a data reporting collection form, including designing a collection form sample and creating basic metadata information of the collection form in an Excel-like interface; the Excel-like interface can be created using table controls and HTML5Canvas elements.

[0062] The collection table sample includes at least header information, formula information, field information, data type, data precision and cell attribute information. The header information includes row and column headers of the data. The formula information is used to perform calculations and data conversions in Excel. The collection table basic metadata information includes at least indicators, dimensions, and verification formulas to realize the indicator management, dimension management, and formula verification functions of the collection table.

[0063] The Excel-like interface is a data collection template customization tool designed for non-technical users. It integrates front-end technologies such as JavaScript, Canvas, DOM event processing and CSS styles to build an intuitive and easy-to-use graphical design interface. Users can easily define indicators and dimensions, and design data structures based on the concepts of indicators and dimensions in business intelligence analysis. At the same time, set data acquisition, verification and summary formulas to ensure the efficiency and accuracy of data during reporting and storage. Rich style setting options such as column names, fonts, borders, fills, cell formats and alignments allow users to adjust the table layout and style at will to achieve personalized design. For example, users can set different data types (such as integers, text, dates, etc.) and format rules (such as valid value ranges, required items) for each field. The remarkable feature of the online Excel table designer is its high flexibility and ease of use. Users do not need to have a professional technical background. They can easily adjust the table structure and style to meet personalized design needs by intuitive operations such as dragging and clicking. In addition, the designer has a built-in instant data validation function that can verify data while users enter it, effectively improving data quality and reducing error rates.

[0064] In a specific scenario, for example, a user needs to design an employee performance appraisal form, which includes fields such as "employee number", "employee name", "department", "position", "monthly appraisal score", and "weighted score". The user can set "employee number" as a required field, and require "monthly appraisal score" to be between 0 and 100, and "weighted score" to be automatically calculated through a formula.

[0065] Step 2, generating a physical table: automatically generating a corresponding physical table in the database according to the constructed collection table for storing the subsequent reported data.

[0066] The basic metadata information such as indicators, dimensions, and verification formulas provided by the collection table service are mainly used when creating the collection table in step 1. The data to be collected is structured and designed, and business intelligence analysis can be performed later (statistical analysis of data according to indicators, dimensions, and other conditions). After the collection table design is completed, a physical table is created according to the collection table design information for data storage. The physical table is generated based on the fields and data types set in the collection table to ensure that the reported data can be accurately stored and read.

[0067] In a specific scenario, the system can create a physical table named "Performance_Review" in the database, which contains fields such as "Employee_ID", "Name", "Department", "Position", "Monthly_Score", "Weighted_Score", etc. The type corresponds to the format set in the collection table.

[0068] Step 3, preview and verification: After completing the construction of the collection table, perform table preview and function verification, and publish it after verification. If the verification fails, perform steps 1 and 2 again until the verification passes. In step 3, the collection table service can preview and verify the collection table before publishing it to ensure that it is used correctly during the reporting process and meets the expected results.

[0069] For example, in preview mode, the user enters a set of employee performance appraisal test data to check whether the "weighted score" is calculated correctly according to the formula and whether the "monthly appraisal score" accepts incorrect input other than 0-100 to ensure that data validation runs normally.

[0070] Step 4, create an online data reporting task: set reporting parameters for the reporting task, and associate the reporting unit and the specific collection form; wherein the reporting parameters may include the task name, reporting time, and reporting frequency, and the reporting frequency includes at least periodic reporting types of yearly, monthly, and quarterly categories; automatically generate periodic data reporting tasks according to the reporting frequency.

[0071] Online reporting tasks are specific data collection activities created by users based on published collection form templates. As the core link of the entire online data reporting, its parameter settings, associated collection forms, and reporting units are crucial to ensure the accuracy and efficiency of data reporting. The parameter settings of online reporting tasks mainly include task name, reporting time, reporting frequency, and other information. The name of the task is clearly defined to facilitate user identification and management; setting the task reporting time helps users arrange their time reasonably and ensure that the data is reported within the specified time; for tasks that need to be reported regularly, the reporting frequency can be set to facilitate the automatic generation of reporting tasks after the expiration. At the same time, by associating the collection form, the system can automatically generate the corresponding data reporting interface for reporting units to report; by associating the reporting units, the system can ensure the pertinence and certainty of data reporting, which is convenient for subsequent data management and analysis.

[0072] In a specific scenario, the administrator can name the employee performance appraisal task "2024 Employee Performance Appraisal", require performance appraisal data to be submitted once a month, and associate the table with the "Performance_Review" table created in step 1, and distribute the task to the heads of various departments of the company.

[0073] Step 5, issuing data reporting tasks: distributing the created reporting tasks and corresponding collection forms to the associated reporting units, so as to enable the reporting units to fill in the data of the collection forms in the reporting tasks.

[0074] For example, the system automatically distributes the "2024 Employee Performance Appraisal" task to the heads of each department, notifying them to fill out the report every month and stating the deadline for filling out the report.

[0075] Step 6, execute data reporting: the reporting unit receives the reporting task, performs data reporting, and processes the reported data in real time; wherein, the data reporting is implemented by manual entry, data selection, and / or data import; the data processing includes at least a series of operations such as data verification, data checking, data calculation, and / or data aggregation to improve data quality and ultimately complete the data reporting work; wherein, the data verification includes format verification, range verification, and / or logical relationship verification.

[0076] Data reporting refers to a series of data collection and entry activities performed by reporting units when they receive and respond to specific reporting tasks. In this process, the system will automatically build an intuitive and easy-to-use data reporting interface based on the predefined collection table. The interface integrates a variety of data input components, including but not limited to text boxes, number input boxes, date selectors, and drop-down selection lists, etc., to meet the entry requirements of different data types and formats. Users can choose to fill in data directly in the manual input area, or use the system's built-in formulas or data association functions to automatically extract relevant data. During the data entry process, the system uses a real-time verification mechanism to instantly check the data entered by the user to ensure that it complies with the preset standards and regulations in terms of format, scope and logic, thereby effectively ensuring the accuracy, completeness and compliance of the data.

[0077] In a specific scenario, the head of the human resources department logs in to the system, opens the "2024 Employee Performance Appraisal" form, and fills in the employee's assessment score through the form interface provided by the system. The system automatically generates a "weighted score" based on the formula. If the input data does not meet the validation rules (such as the assessment score is greater than 100), the system will automatically issue a prompt and require modification.

[0078] Step 7, review and approve reported data: The competent authority reviews the data reported by the reporting unit according to the accuracy and compliance rules to ensure the accuracy and compliance of the data and improve the utilization value of the data.

[0079] Administrators of the company's HR department can view the performance appraisal data submitted by each department, review the data according to the set scoring standards and rules, and require departments to resubmit or modify the data if problematic data is found.

[0080] Step 8, store data: store the approved data in the physical table of the database; for some sensitive or confidential data, perform data encryption before storage to ensure data security. The data encryption adopts symmetric encryption, asymmetric encryption or a combination of symmetric encryption and asymmetric encryption to perform hierarchical encryption on the stored data.

[0081] In the example, the approved data is automatically stored in the generated "Performance_Review" table. At the same time, the system encrypts the "Monthly Assessment Score" field to ensure the secure storage of data.

[0082] Step 9, data query and analysis: set permission identification for the data, automatically filter and limit the data access scope according to the user's permission level, and the user views and analyzes the corresponding authorized data subset, thereby effectively realizing data permission control.

[0083] Data query and analysis allow users to query, count and analyze the reported data. It supports complex query condition settings, data filtering, sorting and other functions, which can help users quickly obtain valuable information and insights. Data query condition settings support multi-condition combination queries, including tasks, reporting time, reporting units, indicators, dimensions and other conditions. The system passes the query conditions to the backend service through the REST interface. The backend service connects to the database through the MYBATIS component to query the data, and finally returns the data to the front-end interface for display. It also supports data filtering and sorting, and supports exporting query results to Excel, PDF and other formats for easy sharing and archiving.

[0084] Mining and analyzing the reported data to generate analysis reports. Data analysis is to conduct in-depth mining and comprehensive analysis of the reported data resources. Due to the structured fields such as indicators and dimensions set in the collection table service, the original data can be processed for business intelligence analysis, thereby revealing the relationship and trend between the data. It can not only display the results of data analysis, but also include accurate statistical overviews, presenting the value of data in an intuitive and comprehensive way.

[0085] In specific scenarios, the leader of the HR department is identified as having the highest authority and can query the performance appraisal data of different departments through the system and generate monthly performance analysis reports, conduct in-depth data mining, discover overall performance trends, and provide data support for corporate decision-making.

[0086] The method of the present invention is efficient and convenient, has high data security, and strong scalability, and realizes automated and intelligent operation.

[0087] like Figure 2 As shown, the present invention also provides a collection table data filling system, comprising:

[0088] The table designer is used to design and construct the data reporting collection table, including designing the collection table sample and creating the basic metadata information of the collection table in an Excel-like interface; the Excel-like interface can be created using table controls and HTML5 Canvas elements.

[0089] The collection table sample includes at least header information, formula information, field information, data type, data precision and cell attribute information. The header information includes row and column headers of the data. The formula information is used to perform calculations and data conversions in Excel. The collection table basic metadata information includes at least indicators, dimensions, and verification formulas to realize the indicator management, dimension management, and formula verification functions of the collection table.

[0090] The table designer with an Excel-like interface is a data collection template customization tool designed for non-technical users. It integrates front-end technologies such as JavaScript, Canvas, DOM event processing and CSS styles to build an intuitive and easy-to-use graphical design interface. Users can easily define indicators and dimensions, and design data structures based on the concepts of indicators and dimensions in business intelligence analysis. At the same time, set data acquisition, verification and summary formulas to ensure the efficiency and accuracy of data during reporting and storage. Rich style setting options such as column names, fonts, borders, fills, cell formats and alignments allow users to adjust the table layout and style at will to achieve personalized design. The remarkable feature of the online Excel table designer is its high flexibility and ease of use. Users do not need to have a professional technical background. They can easily adjust the table structure and style to meet personalized design needs by intuitive operations such as dragging and clicking. In addition, the designer has a built-in instant data validation function that can verify data while users enter it, effectively improving data quality and reducing error rates.

[0091] The physical table generation module is used to automatically generate a corresponding physical table in the database according to the constructed collection table for storing the subsequent reported data.

[0092] Basic metadata information such as indicators, dimensions, and verification formulas are mainly used when creating collection tables. The data to be collected is structured and subsequently business intelligence analysis can be performed (statistical analysis of data according to indicators, dimensions, and other conditions). After the collection table design is completed, a physical table is created based on the collection table design information for data storage. The physical table is generated based on the fields and data types set in the collection table to ensure that the reported data can be accurately stored and read.

[0093] The preview verification module is used to preview and verify the functions of the collection table after the collection table is built. If the verification fails, the table designer and physical table generation module are executed again to adjust the table style and bound indicators and dimensions, and generate a physical table until the verification passes. The system can preview and verify the collection table before publishing it to ensure that it is used correctly during the reporting process and meets the expected results.

[0094] The task creation module is used to set reporting parameters for the reporting task and associate the reporting unit with a specific collection form; wherein the reporting parameters may include the task name, reporting time, and reporting frequency, and the reporting frequency includes at least periodic reporting types of year, month, and quarter; and periodic data reporting tasks are automatically generated according to the reporting frequency.

[0095] Online reporting tasks are specific data collection activities created by users based on published collection form templates. As the core link in the entire online data reporting service, its parameter settings, associated collection forms, and reporting units are crucial to ensuring the accuracy and efficiency of data reporting. The parameter settings of online reporting tasks mainly include task name, reporting time, reporting frequency, and other information. The name of the task is clearly defined to facilitate user identification and management; setting the task reporting time helps users arrange their time reasonably and ensure that data is reported within the specified time; for tasks that need to be reported regularly, the reporting frequency can be set to facilitate automatic generation of reporting tasks after the expiration date. At the same time, by associating the collection form, the system can automatically generate the corresponding data reporting interface for reporting units to report; by associating the reporting units, the system can ensure the pertinence and certainty of data reporting, which is convenient for subsequent data management and analysis.

[0096] The task issuing module is used to distribute the created reporting task and the corresponding collection form to the associated reporting units, so as to enable the reporting units to fill in the data of the collection form in the reporting task.

[0097] The reporting execution module is used for the reporting unit to receive the reporting task and perform data reporting, and the system processes the reported data in real time; wherein, the data reporting is achieved by manual entry, data selection, and / or data import; the data processing at least includes a series of operations such as data verification, data checking, data calculation, and / or data aggregation to improve data quality and ultimately complete the data reporting work; wherein, the data verification includes format verification, range verification, and / or logical relationship verification.

[0098] Data reporting refers to a series of data collection and entry activities performed by reporting units when they receive and respond to specific reporting tasks. In this process, the system will automatically build an intuitive and easy-to-use data reporting interface based on the predefined collection table. The interface integrates a variety of data input components, including but not limited to text boxes, number input boxes, date selectors, and drop-down selection lists, etc., to meet the entry requirements of different data types and formats. Users can choose to fill in data directly in the manual input area, or use the system's built-in formulas or data association functions to automatically extract relevant data. During the data entry process, the system uses a real-time verification mechanism to instantly check the data entered by the user to ensure that it complies with the preset standards and regulations in terms of format, scope and logic, thereby effectively ensuring the accuracy, completeness and compliance of the data.

[0099] The approval module is used by the competent authority to approve the data submitted by the reporting unit according to the accuracy and compliance rules, to ensure the accuracy and compliance of the data and to improve the utilization value of the data.

[0100] The storage module is used to store the approved data in the physical table of the database; it also includes an encryption submodule, which is used to perform data encryption processing on confidential data before storage; the data encryption adopts symmetric encryption, asymmetric encryption or a combination of symmetric encryption and asymmetric encryption to perform hierarchical encryption on the stored data.

[0101] The query and analysis module is used to set permission identifiers for the data, automatically filter and limit the data access scope according to the user's permission level, allow users to view and analyze the corresponding authorized data subsets, mine and analyze the reported data, and generate analysis reports.

[0102] The data query and analysis module allows users to query, count and analyze the reported data. It supports complex query condition settings, data filtering, sorting and other functions, which can help users quickly obtain valuable information and insights. Data query condition settings support multi-condition combination queries, including tasks, reporting time, reporting units, indicators, dimensions and other conditions. The system passes the query conditions to the backend service through the REST interface. The backend service connects to the database through the MYBATIS component to query the data, and finally returns the data to the front-end interface for display. It also supports data filtering and sorting, and supports exporting query results to Excel, PDF and other formats for easy sharing and archiving.

[0103] The query and analysis module can conduct in-depth mining and comprehensive analysis of reported data resources. Due to the structured fields such as indicators and dimensions set in the collection table service, business intelligence analysis and processing can be performed on the original data, thereby revealing the relationship and trend between the data. It can not only display the results of data analysis, but also include an accurate statistical overview, presenting the value of data in an intuitive and comprehensive way.

[0104] To sum up, the online data reporting method and system based on Excel-like collection tables provide users with a comprehensive and efficient collection table data reporting method and system by integrating table designer, physical table generation module, preview verification module, task creation module, task issuance module, reporting execution module, approval module, storage module, and query analysis module components.

[0105] In summary, compared with the prior art, the advantages of the present invention are:

[0106] First, the present invention builds a new data collection device based on Excel-like tables and online data reporting tasks. Through the design of online Excel-like tables, users can report data just like operating Excel. This familiarity can not only reduce learning costs, but also improve user acceptance. At the same time, users can customize table fields according to their needs, flexibly set data formats and verification rules, and meet the needs of different business scenarios.

[0107] Secondly, the present invention fully considers the accuracy and standardization of the collected data. When designing the collection table, data validation rules (such as range restrictions, formula validation, etc.) can be set. During the data filling process, data verification is automatically performed, and erroneous data is highlighted. This can effectively prevent the entry of erroneous data and ensure the accuracy and legality of the data. The collection table has a rich set of functions and formulas, supports complex data calculations and aggregation, and improves data processing efficiency. At the same time, the system provides a standardized filling interface and data format requirements, which helps to improve the overall quality and consistency of the data.

[0108] It is worth emphasizing that, in addition to considering accuracy and standardization, the present invention also provides flexible interface design and functional expansion capabilities. Users can customize the fields, data formats, verification rules, etc. of the collection table according to specific business needs, and achieve seamless integration with business needs. At the same time, the system design has good scalability and can be adjusted at any time according to business changes to adapt to different scenarios and needs.

[0109] In addition, the present invention greatly improves work efficiency through online data reporting tasks, reduces manual operations through automated and intelligent reporting processes, and improves data processing efficiency. Through the periodic data reporting process, the reported data of the previous period can be automatically obtained, reducing repetitive data entry and aggregation work, and reducing the demand for human resources.

[0110] Moreover, the present invention fully considers the security of data in the process of data storage, transmission and management. Through data encryption, hierarchical authority management and other measures, the security of sensitive data is guaranteed, especially when processing data involving corporate secrets and user privacy, data leakage and illegal access can be effectively prevented. In addition, the system sets a permission identifier for each user to ensure that only authorized users can access the corresponding data subset, which greatly enhances the security of data sharing.

[0111] Finally, the present invention not only provides data reporting and storage functions, but also supports in-depth analysis and mining of collected data. Through the built-in query and analysis module, users can mine the collected data and generate visual analysis reports to help decision makers better understand and use the data. At the same time, the system supports multi-dimensional data query and analysis, and can automatically filter and limit the access scope of data according to user permissions, thereby improving data availability and management efficiency.

[0112] In general, compared with traditional data reporting methods, the notable feature of the present invention is that it upgrades traditional paper forms or simple electronic spreadsheet software to online collection forms and intelligent reporting task systems. This transformation not only brings users a more friendly, efficient, accurate and flexible data collection and reporting experience, but also significantly enhances data security through technical means, and greatly promotes the efficiency of data reporting and approval, effectively solving many limitations and inconveniences in the traditional data reporting process, and opening up a new and efficient path for data management and analysis.

[0113] It should be emphasized that the embodiments described in the present invention are illustrative rather than restrictive. Therefore, the present invention includes but is not limited to the embodiments described in the specific implementation manner. Any other implementation manners derived by those skilled in the art based on the technical solution of the present invention also fall within the scope of protection of the present invention.

Claims

1. A method for filling in data in a collection table, characterized in that: The method comprises the following steps: Step 1: Construct a data reporting collection form: construct and debug the data reporting collection form, including designing the collection form sample and creating basic metadata information of the collection form in an Excel-like interface; Step 2, generating a physical table: automatically generating a corresponding physical table in the database according to the constructed collection table for storing the subsequent reported data; Step 3, preview and verification: After completing the construction of the collection table, perform table preview and function verification, and publish after passing the verification. If the verification fails, perform steps 1 and 2 again until the verification passes; Step 4, create an online data reporting task: set reporting parameters for the reporting task, and associate the reporting unit with a specific collection form; Step 5, issuing data reporting tasks: distributing the created reporting tasks and corresponding collection forms to the associated reporting units; Step 6, executing data reporting: the reporting unit receives the reporting task, performs data reporting, and processes the reported data in real time; Step 7, review and approve the submitted data: the competent authority reviews and approves the submitted data according to the correctness and compliance rules; Step 8, store data: store the approved data in the physical table of the database; Step 9, data query and analysis: set permission identification for the data, automatically filter and limit the data access scope according to the user's permission level, and the user views and analyzes the corresponding authorized data subsets, mines and analyzes the reported data, and generates an analysis report.

2. The method according to claim 1, wherein step 1, Using table controls and HTML5Canvas elements to create the Excel-like interface; The collection table sample at least includes header information, formula information, field information, data type, data precision and cell attribute information, the header information includes row headers and column headers of data, and the formula information is used to perform calculations and data conversion in Excel; The basic metadata information of the collection table includes at least indicators, dimensions, and verification formulas to implement indicator management, dimension management, and formula verification functions of the collection table.

3. The method according to claim 1, wherein step 4, The reporting parameters include task name, reporting time, and reporting frequency, and the reporting frequency includes at least periodic reporting types of year, month, and quarter; and periodic data reporting tasks are automatically generated according to the reporting frequency.

4. The method according to claim 1, wherein step 6, The data filling is realized by manual entry, data selection, and / or data import; The data processing at least includes data verification, data checking, data calculation, and / or data aggregation; wherein the data verification includes format verification, range verification, and / or logical relationship verification.

5. The method according to claim 1, wherein step 8, For confidential data, data encryption processing is performed before storage; the data encryption adopts symmetric encryption, asymmetric encryption or a combination of symmetric encryption and asymmetric encryption to perform hierarchical encryption on the stored data.

6. A data collection table filling system, characterized in that: include: Form designer, used to design, build and debug data reporting collection forms, including designing collection form samples and creating basic metadata information for collection forms in an Excel-like interface; A physical table generation module, used to automatically generate a corresponding physical table in the database according to the constructed collection table, for storing the subsequent reporting data; A preview verification module is used to preview and verify the functions of the table after the collection table is built. The table is published after the verification is passed. If the verification fails, the table style and the bound indicators and dimensions are adjusted again in the table designer. The physical table generation module generates the physical table again and performs preview verification until the verification passes. The task creation module is used to set reporting parameters for reporting tasks, associate reporting units with specific collection tables, and configure collection cycles; A task distribution module is used to distribute the created reporting task and the corresponding collection form to the associated reporting units; The reporting execution module is used for the reporting unit to receive the reporting task and perform data reporting, and the system processes the reported data in real time; The approval module is used by the competent authority to approve the data submitted by the reporting unit according to the correctness and compliance rules; The storage module is used to store the approved data in the physical table of the database; The query and analysis module is used to set permission identifiers for the data, automatically filter and limit the data access scope according to the user's permission level, allow users to view and analyze the corresponding authorized data subsets, mine and analyze the reported data, and generate analysis reports.

7. The system of claim 6, wherein the table designer, Using table controls and HTML5 Canvas elements to create the Excel-like interface; The collection table sample at least includes header information, formula information, field information, data type, data precision and cell attribute information, the header information includes row headers and column headers of data, and the formula information is used to perform calculations and data conversion in Excel; The basic metadata information of the collection table includes at least indicators, dimensions, and verification formulas to implement indicator management, dimension management, and formula verification functions of the collection table.

8. The system of claim 6, wherein the task creation module comprises: The reporting parameters include task name, reporting time, and reporting frequency, and the reporting frequency includes at least periodic reporting types of year, month, and quarter; and periodic data reporting tasks are automatically generated according to the reporting frequency.

9. The system according to claim 6, wherein the filling execution module comprises: The data filling is realized by manual entry, data selection, and / or data import; The data processing at least includes data verification, data checking, data calculation, and / or data aggregation; wherein the data verification includes format verification, range verification, and / or logical relationship verification.

10. The system of claim 6, wherein the storage module It also includes an encryption submodule, which is used to perform data encryption processing on confidential data before storage; the data encryption adopts symmetric encryption, asymmetric encryption or a combination of symmetric encryption and asymmetric encryption to perform hierarchical encryption on the stored data.

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