Self-service data report generation system and method

Through the self-service data report generation system, data reports are generated using component drag and pull, which solves the problems of low development efficiency and poor code maintenance in the existing technology, and realizes efficient and maintainable data report development.

CN119537448APending Publication Date: 2025-02-28SHANGHAI YUANQING INFORMATION TECH CO LTD
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Patent Information

Application Number
CN202411598714.7
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-11-11
Publication Date
2025-02-28

AI Technical Summary

Technical Problem

The existing data report development methods have problems such as low development efficiency, insufficient technical growth and poor code maintenance, especially in the context of rapid iteration and multi-demand.

Method used

It provides a self-service data report generation system, including data source management module, component classification module, chart generation module, data configuration module, permission configuration module and data query module. It generates data reports through component drag and pull, unify development standards, and reduces back-end development.

Benefits of technology

It improves the efficiency of data report development, reduces back-end development, reduces costs, improves the maintainability and scalability of code, supports clustered deployment, and has low usage costs.

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Abstract

The invention discloses a self-service data report generation system and method, and belongs to the technical field of data reports, the system comprises a data source management module, a modularization classification module, a chart generation module, a data configuration module, a permission configuration module and a data query module; the data source management module obtains a field of the data information and determines a component category corresponding to the field; the componentization classification module classifies the data information according to components based on component categories corresponding to the fields; the chart generation module analyzes and generates different categories of charts based on different categories of data information; the data configuration module performs data binding configuration based on different types of charts in combination with a data report menu bar to generate a data report; the permission configuration module gives different permission configurations based on the generated data report; the data query module queries a data report of the authority corresponding to the user based on the authority of the user. The method supports clustering deployment and is low in use cost.
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Description

Technical Field

[0001] The present invention relates to the technical field of data reports, and in particular to a system and method for generating a self-service data report. Background Art

[0002] As market competition becomes increasingly fierce, the demand for data reports brought about by refined management has increased dramatically. These data reports need to be developed in an agile manner and delivered to users on a weekly basis, which has increased development pressure. In the context of reducing costs and increasing efficiency, a more efficient development method is needed without increasing the number of personnel.

[0003] In traditional data report development, front-end and back-end developers need to work together to develop a report, with the back-end writing the interface logic and the front-end writing the page logic. With the increasing requirements for rapid iteration and reporting, this development method has the following problems: 1. Low development efficiency: Demand cannot increase without increasing front-end and back-end development resources. 2. Insufficient technical growth: The traditional development model has been solidified, and many tasks are repetitive, without innovation and sense of accomplishment. 3. Different standards: In the traditional development model, each development style is different, resulting in diversified code and poor code maintainability.

[0004] Therefore, how to provide a data reporting system that can effectively improve development efficiency and unify development standards through innovative methods is a technical problem that needs to be urgently solved by technical personnel in this field. Summary of the invention

[0005] To this end, the present invention provides a self-service data report generation system and method to solve the problems existing in the prior art.

[0006] In order to achieve the above object, the present invention provides the following technical solutions:

[0007] According to a first aspect of the present invention, a self-service data report generation system is provided, comprising a data source management module, a component classification module, a chart generation module, a data configuration module, a permission configuration module and a data query module; wherein:

[0008] A data source management module is used to obtain fields of data information and determine component categories corresponding to the fields;

[0009] A component classification module, used for classifying the data information by component based on the component category corresponding to the field;

[0010] A chart generation module is used to analyze and generate charts of different categories based on data information of different categories;

[0011] The data configuration module is used to configure data binding and generate data reports based on different categories of charts in combination with the data report menu bar;

[0012] A permission configuration module, used to grant different permission configurations based on the generated data report;

[0013] The data query module is used to query data reports corresponding to the user's permissions based on the user's permissions.

[0014] Furthermore, in the data source management module, obtaining the fields of the data information and determining the component categories corresponding to the fields specifically include:

[0015] Acquire the data information, and identify fields in the data information;

[0016] Based on the fields in the data information, comparing with a specific field information library, determining whether the fields contain a specific field;

[0017] Based on the fact that the data information does not have a specific field, it is determined whether the data information has a tag.

[0018] Furthermore, in the component classification module, based on the component category corresponding to the field, the data information is classified by component, specifically including:

[0019] Determining that the data information is structured data based on the presence of a specific field in the data information;

[0020] Determining that the data information is semi-structured data based on the fact that the data information does not have a specific field but has a tag;

[0021] Based on the fact that the data information does not have a specific field and does not have a tag, it is determined that the data information is unstructured data.

[0022] Furthermore, the analysis and generation of different types of charts based on different types of data information, combined with the data report menu bar, data binding configuration, and generation of data reports are specifically as follows:

[0023] According to different categories of data information, analyze and obtain the chart parameter information, and create multiple charts according to the chart parameter information;

[0024] Obtaining a hierarchical relationship of chart parameters in a plurality of charts, and establishing a hierarchical relationship between the plurality of charts;

[0025] According to the hierarchical relationship between the charts, multiple charts are sequentially established with the data report to establish a binding configuration relationship.

[0026] Furthermore, the method of calling the data interface in the data configuration module is: the front end calls the back end configuration structure to obtain fields, sets the field attribute configuration, generates components to combine into a report page, constructs the back end JSON format request parameters, calls the back end RESTful standard API interface, returns the front end standard JSON format message data, and the front end renders the data to display the report.

[0027] Furthermore, the data report has multiple display terminals, and the data report is divided into different display terminals according to authority.

[0028] Furthermore, the charts include at least a bar chart, a pie chart and a line chart.

[0029] According to a second aspect of the present invention, a method for generating a self-service data report is provided, comprising:

[0030] Step S1: Acquire a field of data information and determine a component category corresponding to the field;

[0031] Step S2: Classifying the data information by component based on the component category corresponding to the field;

[0032] Step S3: Analyze and generate charts of different categories based on data information of different categories;

[0033] Step S4: Based on different categories of charts, combined with the data report menu bar, data binding configuration is performed to generate a data report;

[0034] Step S5: granting different permission configurations based on the generated data report;

[0035] Step S6: Based on the user's authority, query the data report of the user's corresponding authority.

[0036] The present invention has the following advantages:

[0037] The data report generation system provided by the present invention comprises a data source management module, a component classification module, a chart generation module, a data configuration module, a permission configuration module and a data query module; wherein the data source management module obtains the field of data information and determines the component category corresponding to the field; the component classification module classifies the data information by component based on the component category corresponding to the field; the chart generation module analyzes and generates charts of different categories based on data information of different categories; the data configuration module performs data binding configuration based on charts of different categories in combination with a data report menu bar to generate a data report; the permission configuration module assigns different permission configurations based on the generated data report; and the data query module queries the data report of the user's corresponding permission based on the user's permission.

[0038] The present invention improves development efficiency by componentizing data information, dragging and dropping components to generate data reports, and componentizing repeated report display forms. By building a table configuration interface, back-end developers do not need to repeatedly write business interfaces, shield business logic, standardize interface data, reduce back-end development, and reduce costs and increase efficiency. The standard unification provided by the present invention avoids manual code writing, whether in the front end or the back end, reduces the maintenance cost of code differences, and improves later maintainability and scalability. The present invention can be deployed and used as a development platform, supports clustered deployment, and has a relatively low cost to get started. BRIEF DESCRIPTION OF THE DRAWINGS

[0039] In order to more clearly illustrate the implementation methods of the present invention or the technical solutions in the prior art, the following briefly introduces the drawings required for the implementation methods or the description of the prior art. Obviously, the drawings in the following description are only exemplary, and for ordinary technicians in this field, other implementation drawings can be derived from the provided drawings without creative work.

[0040] The structures, proportions, sizes, etc. illustrated in this specification are only used to match the contents disclosed in the specification so as to facilitate understanding and reading by persons familiar with the technology. They are not used to limit the conditions under which the present invention can be implemented, and therefore have no substantial technical significance. Any structural modification, change in proportion or adjustment of size shall still fall within the scope of the technical contents disclosed in the present invention without affecting the effects and purposes that can be achieved by the present invention.

[0041] Figure 1 A connection block diagram of a self-service data report generation system provided by the present invention;

[0042] Figure 2 A flowchart of a method for generating a self-service data report provided by the present invention. DETAILED DESCRIPTION

[0043] The following is a description of the implementation of the present invention by specific embodiments. People familiar with the art can easily understand other advantages and effects of the present invention from the contents disclosed in this specification. Obviously, the described embodiments are part of the embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention.

[0044] According to a first aspect of the present invention, a self-service data report generation system is provided. Figure 1 As shown, it includes a data source management module, a component classification module, a chart generation module, a data configuration module, a permission configuration module and a data query module; wherein,

[0045] The data source management module is used to obtain the fields of data information and determine the component categories corresponding to the fields;

[0046] The component classification module is used to classify data information by component based on the component category corresponding to the field;

[0047] A chart generation module is used to analyze and generate charts of different categories based on data information of different categories;

[0048] The data configuration module is used to configure data binding and generate data reports based on different categories of charts in combination with the data report menu bar;

[0049] The permission configuration module is used to grant different permission configurations based on the generated data reports;

[0050] The data query module is used to query data reports corresponding to the user's permissions based on the user's permissions.

[0051] The present invention improves development efficiency by componentizing data information, dragging and dropping components to generate data reports, and componentizing repeated report display forms. By building a table configuration interface, back-end developers do not need to repeatedly write business interfaces, shield business logic, standardize interface data, reduce back-end development, and reduce costs and increase efficiency. The standard unification provided by the present invention avoids manual code writing, whether in the front end or the back end, reduces the maintenance cost of code differences, and improves later maintainability and scalability. The present invention can be deployed and used as a development platform, supports clustered deployment, and has a relatively low cost to get started.

[0052] In the data source management module, obtain the fields of data information and determine the component categories corresponding to the fields, including:

[0053] Obtain data information and identify fields in the data information;

[0054] Based on the fields in the data information, compare with the specific field information library to determine whether the field contains the specific field;

[0055] Based on the fact that the data information does not have a specific field, it is determined whether the data information has a tag.

[0056] In the component classification module, data information is classified by component based on the component category corresponding to the field, including:

[0057] Based on the specific fields in the data information, determining that the data information is structured data;

[0058] Based on the fact that the data information does not have specific fields but has tags, it is determined that the data information is semi-structured data;

[0059] Based on the fact that the data information does not have a specific field and does not have a tag, it is determined that the data information is unstructured data.

[0060] Structured data refers to data with a well-defined and fixed format. It usually exists in a table, and each data item has specific fields and data types. For example, a customer information database contains fields such as customer ID, name, address, and phone number. In a bank or e-commerce website, a transaction record contains fields such as transaction ID, date, amount, and payment method. An employee information table contains fields such as employee ID, name, position, and salary. This data can be accessed and analyzed using the SQL query language.

[0061] Semi-structured data refers to data that has a certain structure but does not conform to the strict model requirements of traditional relational databases. It can exist in the form of XML, JSON, or other custom formats. For example, JSON documents are used for data exchange in Web applications and contain key-value pairs, but the data structure can be flexibly changed. XML file markup language is used to describe the structure of data and is often used for configuration files and data exchange. HTML documents are used to build web pages and contain tags for formatting and links, but the structure of the content can change. Semi-structured data usually has tags or markers, which makes data parsing and processing more flexible.

[0062] Unstructured data refers to data that does not have a clearly defined structure. It can be in the form of text, images, audio, or video. Unstructured data usually requires special processing to be effectively analyzed. For example, text files such as news articles, reports, email bodies, etc. Media files such as pictures, audio and video files. Social media content such as microblogs, blog posts, comments, etc., are all unstructured data.

[0063] Based on different types of data information, analyze and generate different types of charts, combine the data report menu bar, perform data binding configuration, and generate data reports, specifically:

[0064] According to different categories of data information, analyze and obtain the chart parameter information, and create multiple charts according to the chart parameter information;

[0065] Get the hierarchical relationship of chart parameters in multiple charts and establish the hierarchical relationship between multiple charts;

[0066] According to the hierarchical relationship between the charts, multiple charts are sequentially bound to the data report.

[0067] When users open the corresponding data report, they can view charts at different levels separately, making it clearer for users to use. The repeated report display format is componentized to improve development efficiency.

[0068] Previously, the way to call the data interface in the data configuration module was: the front end selected tables and fields, set field property configurations, generated components combined into report pages, constructed back-end APUSON format request parameters, called the back-end APUSON unified interface, returned front-end APUSON format message data, and the front-end rendered data to display the report.

[0069] After the update, the way to call the data interface in the data configuration module is: the front end calls the back end configuration structure to obtain fields, sets field attribute configuration, generates components to combine into report pages, constructs back end JSON format request parameters, calls the back end RESTful standard API interface, returns the front end standard JSON format message data, and the front end renders the data to display the report.

[0070] This eliminates the need for back-end developers to repeatedly write business interfaces, shields business logic, standardizes interface data, reduces back-end development, and reduces costs and increases efficiency. The standard unification provided by the present invention avoids manual code writing, reduces code difference maintenance costs, and improves later maintainability and scalability, regardless of the front-end or back-end.

[0071] Data reports have multiple display terminals, and data reports are divided into different display terminals according to permissions. On a unified platform, they can be used by different channel terminals, achieving the same platform, different data isolation, and multi-tenant mode.

[0072] The charts include at least bar charts, pie charts and line charts, which are highly customizable according to user needs, allowing users to adjust styles and properties as needed.

[0073] According to a second aspect of the present invention, a method for generating a self-service data report is provided. Figure 2 As shown, including:

[0074] Step S1: Obtain the fields of data information and determine the component category corresponding to the fields;

[0075] Step S2: Classify the data information by component based on the component category corresponding to the field;

[0076] Step S3: Analyze and generate charts of different categories based on data information of different categories;

[0077] Step S4: Based on different categories of charts, combined with the data report menu bar, data binding configuration is performed to generate a data report;

[0078] Step S5: granting different permission configurations based on the generated data report;

[0079] Step S6: Based on the user's authority, query the data report of the user's corresponding authority.

[0080] The present invention improves development efficiency by componentizing data information, dragging and dropping components to generate data reports, and componentizing repeated report display forms. By building a table configuration interface, back-end developers do not need to repeatedly write business interfaces, shield business logic, standardize interface data, reduce back-end development, and reduce costs and increase efficiency. The standard unification provided by the present invention avoids manual code writing, whether in the front end or the back end, reduces the maintenance cost of code differences, and improves later maintainability and scalability. The present invention can be deployed and used as a development platform, supports clustered deployment, and has a relatively low cost to get started.

[0081] Although the present invention has been described in detail above by general description and specific embodiments, it is obvious to those skilled in the art that some modifications or improvements can be made to the present invention. Therefore, these modifications or improvements made without departing from the spirit of the present invention all belong to the scope of protection claimed by the present invention.

Claims

1. A self-service data report generation system, characterized in that: It includes data source management module, component classification module, chart generation module, data configuration module, permission configuration module and data query module; among them, A data source management module is used to obtain fields of data information and determine component categories corresponding to the fields; A component classification module, used for classifying the data information by component based on the component category corresponding to the field; A chart generation module is used to analyze and generate charts of different categories based on data information of different categories; The data configuration module is used to configure data binding and generate data reports based on different categories of charts in combination with the data report menu bar; A permission configuration module, used to grant different permission configurations based on the generated data report; The data query module is used to query data reports corresponding to the user's permissions based on the user's permissions.

2. The self-service data report generation system according to claim 1, characterized in that: In the data source management module, obtaining the fields of the data information and determining the component categories corresponding to the fields specifically include: Acquire the data information, and identify fields in the data information; Based on the fields in the data information, comparing with a specific field information library, determining whether the fields contain a specific field; Based on the fact that the data information does not have a specific field, it is determined whether the data information has a tag.

3. The self-service data report generation system according to claim 1, characterized in that: In the component classification module, based on the component category corresponding to the field, the data information is classified by component, specifically including: Determining that the data information is structured data based on the presence of a specific field in the data information; Determining that the data information is semi-structured data based on the fact that the data information does not have a specific field but has a tag; Based on the fact that the data information does not have a specific field and does not have a tag, it is determined that the data information is unstructured data.

4. The self-service data report generation system according to claim 1, characterized in that: The analysis and generation of different types of charts based on different types of data information, combined with the data report menu bar, data binding configuration, and data report generation are specifically as follows: According to different categories of data information, analyze and obtain the chart parameter information, and create multiple charts according to the chart parameter information; Obtaining a hierarchical relationship of chart parameters in a plurality of charts, and establishing a hierarchical relationship between the plurality of charts; According to the hierarchical relationship between the charts, a plurality of charts are sequentially established with the data report to establish a binding configuration relationship.

5. The self-service data report generation system according to claim 1, characterized in that: The method of calling the data interface in the data configuration module is: the front end calls the back end configuration structure to obtain fields, sets field attribute configuration, generates components to combine into report pages, constructs back end JSON format request parameters, calls the back end RESTful standard API interface, returns the front end standard JSON format message data, and the front end renders the data to display the report.

6. The self-service data report generation system according to claim 1, characterized in that: The data report has multiple display terminals, and the data report is divided into different display terminals according to authority.

7. The self-service data report generation system according to claim 1, characterized in that: The charts include at least a bar chart, a pie chart and a line chart.

8. A method for generating a self-service data report, applied to the self-service data report generation system according to any one of claims 1 to 7, characterized in that: include: Step S1: Acquire a field of data information and determine a component category corresponding to the field; Step S2: Classifying the data information by component based on the component category corresponding to the field; Step S3: Analyze and generate charts of different categories based on data information of different categories; Step S4: Based on different categories of charts, combined with the data report menu bar, data binding configuration is performed to generate a data report; Step S5: granting different permission configurations based on the generated data report; Step S6: Based on the user's authority, query the data report of the user's corresponding authority.