Report generation method and system based on data model asset catalog

Abstract

The present invention discloses a report generation method and system based on a data model asset catalog, which belongs to the technical field of report generation. By constructing a data model asset catalog and selecting a suitable data model as a report data model, corresponding report generation rules are selected according to the report data model and business requirements, and a report template is selected according to the report generation rules. Then, the parameters and permissions of the report are configured based on the report template and business permissions, and the business matching mechanism obtained according to the configured parameters and permissions imports the associated information in the business data into the report template to obtain the target report, which reduces the technical threshold for report generation and makes the report generation process simpler. In addition, the construction of the data model asset catalog can automatically select the suitable data model according to the business type, classify and combine complex business data, reduce the difficulty of data processing, and thus improve the report generation efficiency while ensuring the accuracy of the report content.

Description

Technical Field

[0001] The present invention relates to the technical field of report generation, and in particular to a report generation method and system based on a data model asset catalog. Background Art

[0002] With the rapid development of information technology, businesses and organizations are faced with an increasing amount of data. While the diversity of data sources provides comprehensive data, traditional reporting methods struggle to efficiently manage this multi-source data. Traditional reporting typically requires programming languages, database knowledge, and specialized reporting software skills. This presents a significant challenge for most non-technical personnel, limiting their ability to generate reports in a timely manner based on their needs. Furthermore, from requirement generation to final report generation, multiple steps are often required, including requirements analysis, design, development, and testing, consuming significant time and labor costs. Changes in requirements can require reprogramming or complex spreadsheet adjustments, making it difficult to quickly respond to business changes. To speed up report generation, traditional approaches have relied on modularization, combining modules to rapidly generate reports. However, this approach only achieves accurate data with low data volumes. If the data volume increases, the report draws on too many sources, compromising the accuracy and effectiveness of the generated data.

[0003] Chinese patent, publication number: CN111553133A, publication date: August 18, 2020, discloses a report generation method, which receives a report set, extracts all the underlying data models in the report set and summarizes them to obtain an initial report data model set; filters out a public report data model from the initial report data model set; receives a field set of a report to be generated, calculates a matching value between the field set and the field in the public report data model, selects a public report data model with a matching value greater than a preset threshold, and obtains a general report data model; obtains report data of the report to be generated, and imports the report data of the report to be generated into the general report data model to generate a report, but it is difficult to ensure the generation efficiency and report content accuracy when generating reports for large amounts of data. Summary of the Invention

[0004] In response to the problems that the technical threshold for generating reports in the prior art is high and the efficiency and accuracy of generating reports are low when the amount of data is large, the present invention provides a report generation method based on a data model asset catalog. By constructing a data model asset catalog and selecting a suitable data model as a report data model, corresponding report generation rules are selected according to the report data model and business requirements, a report template is selected according to the report generation rules, and the parameters and permissions of the report are configured based on the report template and business permissions. The business matching mechanism obtained according to the configured parameters and permissions imports the related information in the business data into the report template to obtain the target report, which reduces the technical threshold for report generation and simplifies the report generation process. In addition, the construction of the data model asset catalog can automatically select a suitable data model according to the business type, classify and combine complex business data, reduce the difficulty of data processing, and thus improve the report generation efficiency while ensuring the accuracy of the report content.

[0005] In a first aspect, a technical solution provided in an embodiment of the present invention is a report generation method based on a data model asset catalog, comprising the following steps:

[0006] S1. Build a data model asset catalog and configure a corresponding report data model based on the data model asset catalog for business needs; S2. Configure report generation rules for the report data model based on business needs to obtain a report template;

[0007] S3. Configure corresponding basic configuration parameters and report permissions for the report template according to business logic and business permissions; generate a business matching mechanism based on the basic configuration parameters and report permissions;

[0008] S4. The business matching mechanism obtains related information in response to the business data, and fills the related information into the corresponding report template to obtain the target report.

[0009] In this solution, by building a data model asset catalog, the appropriate report data model is automatically selected from the data model asset catalog based on business needs, and complex business data is classified according to data source and purpose, which reduces the difficulty of data processing when generating reports, improves the speed of report generation, and also improves the ability to process complex data when generating reports; by selecting corresponding report generation rules based on the report data model and business needs, the appropriate report template can be selected according to the needs and complexity of report generation. There is no need to manually combine and arrange several report data models when generating more complex reports, which reduces the report generation steps and thus improves the report generation speed; by setting the basic report configuration through the report template, and then setting the report permissions according to the permissions of the report data model, different levels of report content can be displayed for users of different levels, which can ensure data security and privacy; by querying information associated with the report data model from the database and importing the information into the report, the problem of obtaining data from multiple data sources can be solved from the root, thereby ensuring the consistency and accuracy of the report data.

[0010] Preferably, in S1, building a data model asset catalog includes the following steps:

[0011] Obtain the subject, required data fields, and data dimensions of the report to be generated, and define the corresponding report data model based on the subject, required data fields, and data dimensions of the report to be generated;

[0012] Obtain business data, build a mapping relationship between the report data model and the business data based on the source and type of the business data, and then map the report data model to the business data based on the mapping relationship;

[0013] Based on the business type of the business data, the corresponding report data models are grouped to obtain a report data model group, and a data model asset catalog is constructed based on the business sequence of the report data model group.

[0014] In this solution, by defining the corresponding report data model based on the subject of the report to be generated, the required data fields and data dimensions, a rough sorting of complex business data can be carried out, which is convenient for subsequent importing of corresponding data from the database into the report according to the type of data model to ensure the consistency and accuracy of the report data; by constructing a mapping relationship between the report data model and the business data based on the source and type of the business data, the report data model and the business data are mapped one-to-one based on the mapping relationship, and the business data is associated with the corresponding data model. In the subsequent data transmission, there is no need to conduct a comprehensive search for all data, only the associated data needs to be searched, which significantly reduces the difficulty of data processing and thus improves the efficiency of report generation; the corresponding report data models are grouped by the business type of the business data to obtain the report data model group, and the data model asset directory is constructed based on the business order of the report data model group, so that the staff can quickly generate reports through simple dragging, clicking and other operations when generating reports, which greatly reduces the operational threshold for report generation and improves the efficiency of report generation.

[0015] Preferably, in S2, configuring report generation rules for the report data model based on business requirements to obtain a report template includes the following steps:

[0016] Obtain the business types in the business requirements, and obtain the business complexity based on the number of business types. If the business complexity exceeds the set threshold, use the multi-report association generation mode and select the corresponding report template;

[0017] If the business complexity is lower than the set threshold, the basic report generation mode is adopted and the corresponding report template is selected.

[0018] In this solution, when generating reports, it is sometimes necessary to associate reports according to the complexity of the generated reports. For example, if there are too many types of business data and it is very complex, when the report template is difficult to accurately import all the data, multiple report templates need to be integrated to generate a report template suitable for such complex data. The corresponding report generation rules are selected according to the business type corresponding to the report data model, where the report generation rules include the first report generation rule and the second report generation rule. The first report rule is for selecting the header report template and the detail report template when the report generation requires multiple report associations, and is used to integrate multiple reports into a complete report. The second report rule is for selecting the basic row report template when the report generation does not require multiple tables to be associated. It only contains a single report type and only needs to import data of this type. In this way, when generating complex reports, the generated report will not be too complicated in report layout due to the complexity of the data, affecting the user's observation experience.

[0019] Preferably, in S3, corresponding basic configuration parameters and report permissions are configured for the report template according to the business logic and business permissions, including the following steps:

[0020] Enter the corresponding configuration page based on the business logic to set the basic configuration parameters of the report. The configuration page includes the multi-table association configuration page and the basic configuration page;

[0021] The content of business permissions is extracted based on semantics and words to obtain permission fields. Feature analysis is performed on the permission fields to obtain field characteristic factors. The field characteristic factors are matched with configurable permissions to obtain permission enumeration values. Configurable permissions corresponding to permission fields with values ​​higher than the permission enumeration values ​​are configured in the report.

[0022] In this solution, by setting up a configuration page and performing basic configuration of the report on the configuration page, users do not need professional software development knowledge or the use of professional report generation software when making reports. They only need to search for their own configuration requirements on the configuration page to complete the configuration of the report, which reduces the difficulty and labor cost of report making. By querying the permissions of the report data model and then setting the report permissions according to the permissions of the report data model, different levels of report content can be displayed for users of different levels, which can ensure the security and privacy of data.

[0023] Preferably, the specific process of the business matching mechanism includes the following steps:

[0024] Obtain the data volume of each basic configuration parameter, and sort the basic configuration parameter types based on the data volume to obtain the matching priority;

[0025] If the matching priorities are the same, business data matching is performed based on the ratio of the business permissions of the business data corresponding to the basic configuration parameters to the report permissions.

[0026] In this solution, in order to improve the speed and accuracy of data import during the report generation process, it is taken into consideration that some data in the report cannot be displayed to most users due to report permissions, and most of this data is important data. This data can only be displayed to a few users with high permissions. The data that most users can see is public data, which will be observed by a large number of users. In order to meet the needs of most users, this data needs to be imported into the report first so that users can obtain the information they need at the first time. The data that only a few people can observe can have its import order delayed. Even if the import speed of some important data is slower than that of public data, it will not affect the report experience for most users. In this way, the report generation speed can be greatly improved while meeting the needs of most users and the normal use of the report.

[0027] Preferably, the basic configuration parameters at least include a foreground description configuration parameter, a query condition type configuration parameter, and a watermark configuration parameter;

[0028] The report permissions include at least query condition permissions, front-end display permissions, export permissions, and data display range permissions.

[0029] In this solution, by performing basic configuration of the report on the configuration page and setting the report description method, query method and watermark settings, you can control the extent of report display content and the query relevance of the report content, so that users can accurately understand the report content and query the data they need, thereby improving the user experience; by limiting the permissions of the report, whether the report can be queried, whether the model fields can be viewed, and whether the report can be exported can be determined according to the viewing permissions of different users, preventing report data leakage and ensuring data security and privacy.

[0030] Preferably, the authority field includes at least an authority name field and an authority content field.

[0031] In this solution, since report permissions need to be selected, in order to reflect the business permission types corresponding to different business data, the words and semantics of the content of specific business permissions are analyzed to obtain the permission field. The permission name field is equivalent to the name of the business permission, which indicates a general type and purpose of the business permission. The permission content field extracts the specific content of the business to prevent confusion with permissions with similar content. Users can select the required report permissions by querying the permission field, which allows users to quickly search for the required report permissions through text queries according to their own needs. The query method is simple, the operation difficulty is low, and it is convenient for users to configure report permissions.

[0032] In a second aspect, a technical solution provided in an embodiment of the present invention is: a report generation system based on a data model asset catalog, comprising a data storage module, a report configuration module, a report authority control module, and a report display module;

[0033] The data storage module stores a data model asset catalog, which is a report data model corresponding to the business requirement configuration;

[0034] The report configuration module configures report generation rules for the report data model based on business requirements to obtain a report template and configures corresponding basic configuration parameters for the report template according to business logic;

[0035] The report authority control module matches the corresponding report authority from the data storage module based on the business authority, and configures the authority of the report based on the matching result;

[0036] The report display module generates a business matching mechanism based on basic configuration parameters and report permissions, imports relevant information from the data storage module based on the business matching mechanism, fills it into the corresponding report template to obtain a target report, and displays the target report.

[0037] In this solution, the data model asset catalog classifies complex business data according to data sources and uses, which reduces the difficulty of data processing when generating reports, increases the speed of report generation, and also improves the ability to process complex data when generating reports; the report configuration module and the report permission control module set the basic report configuration, and then set the report permissions according to the permissions of the report data model. This not only displays different levels of report content for users of different levels, ensuring data security and privacy, but also simplifies the report generation steps, lowers the operational threshold for report production, and thus improves the speed of report generation; the report display module can set different permissions for users of different levels according to the configured permissions to control access to the module and configuration permissions to ensure data security and privacy.

[0038] Preferably, the data storage module stores a report permission library and a business permission library. The data storage module receives business data, classifies the business data based on the source of the business data, and stores it to obtain a business database; the data storage module, based on the permission size of each type of business data, organizes the business permissions corresponding to each type of business data based on the permission content to obtain report permissions and stores them to obtain a report permission library.

[0039] In this solution, the data storage module stores the data model asset directory, business data, and business permissions, and organizes and classifies the above data to facilitate users to directly query based on keywords and other information. The data storage module serves as the data source for the entire report generation system and is also used to connect several modules to each other so that they can cooperate with each other to achieve rapid report generation, reducing the difficulty of report production and improving report generation efficiency.

[0040] Preferably, the report display module forms an independent URL and generates an extension link after generating the report. The extension link interacts with the external system and the external platform to display the report on the external system and the external platform, and updates the content of the report in real time.

[0041] In this solution, the report display module is also used to exchange information with external modules. It adopts standardized interface protocols and data exchange formats to ensure smooth communication and data transfer between modules, displays reports on external modules, and supports real-time updating and verification of data to ensure that the data in the report is always up-to-date and accurate, thereby improving the accuracy and real-time nature of the report content.

[0042] The beneficial effects of the present invention are as follows: (1) The present invention constructs a data model asset catalog, automatically selects a suitable report data model from the data model asset catalog based on business needs, and classifies complex business data according to data sources and uses, thereby reducing the difficulty of data processing when generating reports, increasing the speed of generating reports, and improving the ability to process complex data when generating reports;

[0043] (2) By selecting corresponding report generation rules based on the report data model and business requirements, the present invention can select an appropriate report template based on the requirements and complexity of report generation. This eliminates the need to manually combine and arrange several report data models when generating more complex reports, thereby reducing the report generation steps and improving the report generation speed.

[0044] (3) The present invention sets the basic report configuration through the report template, and then sets the report permissions according to the permissions of the report data model. It can display different levels of report content for different levels of users, and can ensure the security and privacy of data;

[0045] (4) The present invention can fundamentally solve the problem of obtaining data from multiple data sources by querying information associated with the report data model from the database and importing the information into the report, thereby ensuring the consistency and accuracy of the report data.

[0046] The above content of the invention is only an overview of the technical solution of the present invention. In order to more clearly understand the technical means of the present invention, it can be implemented in accordance with the contents of the specification. In order to make the above and other purposes, features and advantages of the present invention more obvious and easy to understand, the specific implementation methods of the present invention are listed below. BRIEF DESCRIPTION OF THE DRAWINGS

[0047] Other features, objects, and advantages of the present invention will become more apparent upon reading the detailed description of the non-limiting embodiments made with reference to the following drawings. The drawings are for the purpose of illustrating preferred embodiments only and are not to be construed as limiting the present invention. Like reference characters are used throughout the drawings to designate like parts.

[0048] Figure 1 This is a flow chart of a report generation method based on a data model asset catalog of the present invention;

[0049] Figure 2 This is a system block diagram of the report generation system based on the data model asset catalog of the present invention. DETAILED DESCRIPTION

[0050] In order to make the objectives, technical solutions and advantages of the present invention more clear, the present invention is further described in detail below with reference to the accompanying drawings and embodiments. It should be understood that the specific implementation method described herein is only an optimal embodiment of the present invention, which is only used to explain the present invention and does not limit the scope of protection of the present invention. All other embodiments obtained by ordinary technicians in this field without making creative work are within the scope of protection of the present invention.

[0051] Before discussing the exemplary embodiments in more detail, it should be mentioned that some exemplary embodiments are described as processes or methods depicted as flow charts. Although the flow charts describe the operations (or steps) as sequential processes, many of the operations (or steps) therein can be performed in parallel, concurrently, or simultaneously. In addition, the order of the operations can be rearranged. The process can be terminated when its operations are completed, but can also have additional steps not included in the figures; the process can correspond to a method, function, procedure, subroutine, subprogram, etc.

[0052] Example 1: Figure 1 As shown, in order to solve the problem that the existing technology for generating reports has a high technical threshold and is less efficient and accurate in generating reports when the amount of data is large, this embodiment provides a report generation method based on a data model asset catalog, including the following steps:

[0053] S1: Build a data model asset catalog and configure the corresponding report data model based on the data model asset catalog to meet business needs.

[0054] In this embodiment, building a data model asset catalog includes the following steps:

[0055] Obtain the subject, required data fields, and data dimensions of the report to be generated, and define the corresponding report data model based on the subject, required data fields, and data dimensions of the report to be generated;

[0056] Obtain business data, build a mapping relationship between the report data model and the business data based on the source and type of the business data, and then map the report data model to the business data based on the mapping relationship;

[0057] Based on the business type of the business data, the corresponding report data models are grouped to obtain a report data model group, and a data model asset catalog is constructed based on the business sequence of the report data model group.

[0058] This embodiment defines the corresponding report data model by the subject of the report to be generated, the required data fields and the data dimensions, so as to roughly sort out the complex business data, thereby facilitating the subsequent import of corresponding data from the database into the report according to the type of data model to ensure the consistency and accuracy of the report data; by constructing a mapping relationship between the report data model and the business data based on the source and type of the business data, the report data model and the business data are mapped one-to-one based on the mapping relationship, and the business data is associated with the corresponding data model. When the data is subsequently transmitted, there is no need to conduct a comprehensive search for all data, only the associated data needs to be searched, which significantly reduces the difficulty of data processing and thus improves the efficiency of report generation; the corresponding report data models are grouped by the business type of the business data to obtain a report data model group, and a data model asset directory is constructed based on the business order of the report data model group, so that the staff can quickly generate reports through simple dragging, clicking and other operations when generating reports, which greatly reduces the operational threshold for report generation and improves the efficiency of report generation.

[0059] S2: Based on business requirements, configure report generation rules for the report data model to obtain a report template.

[0060] In this embodiment, configuring report generation rules for a report data model based on business requirements to obtain a report template includes the following steps:

[0061] Obtain the business types in the business requirements, and obtain the business complexity based on the number of business types. If the business complexity exceeds the set threshold, use the multi-report association generation mode and select the corresponding report template;

[0062] If the business complexity is lower than the set threshold, the basic report generation mode is adopted and the corresponding report template is selected.

[0063] In this embodiment, when generating a report, it is sometimes necessary to associate the reports according to the complexity of the generated report. For example, if there are too many types of business data and they are very complex, when the report template cannot accurately import all the data, multiple report templates need to be integrated to generate a report template suitable for such complex data. The corresponding report generation rule is selected according to the business type corresponding to the report data model, wherein the report generation rule includes a first report generation rule and a second report generation rule. The first report rule is for selecting a header report template and a detail report template when the report generation requires multiple report associations, and is used to integrate multiple reports into a complete report. The second report rule is for selecting a basic row report template when the report generation does not require multiple tables to be associated. It only contains a single report type and only needs to import data of this type. In this way, when generating complex reports, the generated report will not be too complicated in report layout due to complex data, affecting the user's observation experience.

[0064] S3: Configure corresponding basic configuration parameters and report permissions for the report template according to business logic and business permissions; generate a business matching mechanism based on the basic configuration parameters and report permissions.

[0065] In this embodiment, configuring corresponding basic configuration parameters and report permissions for the report template according to business logic and business permissions includes the following steps:

[0066] Enter the corresponding configuration page based on the business logic to set the basic configuration parameters of the report. The configuration page includes the multi-table association configuration page and the basic configuration page;

[0067] The content of business permissions is extracted based on semantics and words to obtain permission fields. Feature analysis is performed on the permission fields to obtain field characteristic factors. The field characteristic factors are matched with configurable permissions to obtain permission enumeration values. Configurable permissions corresponding to permission fields with values ​​higher than the permission enumeration values ​​are configured in the report.

[0068] This embodiment sets up a configuration page, and performs basic configuration of the report on the configuration page, so that users do not need professional software development knowledge or use professional report generation software when making reports. They only need to search for their own configuration requirements in the configuration page to complete the configuration of the report, which reduces the difficulty and labor cost of report production; by querying the permissions of the report data model and then setting the report permissions according to the permissions of the report data model, different levels of report content can be displayed for users of different levels, which can ensure the security and privacy of data.

[0069] In this embodiment, the specific process of the service matching mechanism includes the following steps:

[0070] Obtain the data volume of each basic configuration parameter, and sort the basic configuration parameter types based on the data volume to obtain the matching priority;

[0071] If the matching priorities are the same, business data matching is performed based on the ratio of the business permissions of the business data corresponding to the basic configuration parameters to the report permissions.

[0072] In order to improve the speed and accuracy of data import during the report generation process, this embodiment takes into account that some data in the report cannot be displayed to most users due to report permissions, and most of this data is important data. Such data can only be displayed to a few users with high permissions. The data that most users can see is public data, which will be observed by a large number of users. In order to meet the needs of most users, such data needs to be imported into the report first to facilitate users to obtain the information they need at the first time. The import order of data that only a few people can observe can be postponed. Even if the import speed of some important data is slower than that of public data, it will not affect the report user experience for most users. In this way, the report generation speed can be greatly improved while meeting the needs of most users and the normal use of the report.

[0073] In this embodiment, the basic configuration parameters include at least a foreground description configuration parameter, a query condition type configuration parameter, and a watermark configuration parameter;

[0074] The report permissions include at least query condition permissions, front-end display permissions, export permissions, and data display range permissions.

[0075] This embodiment performs basic configuration of the report on the configuration page, sets the report description method, query method and watermark settings, and can control the extent of report display content and the query relevance of the report content, so that users can accurately understand the report content and query the data they need, thereby improving the user experience; by limiting the permissions of the report, whether the report can be queried, whether the model fields can be viewed, and whether the report can be exported can be controlled according to the viewing permissions of different users, thereby preventing report data leakage and ensuring data security and privacy.

[0076] In this embodiment, the authority field includes at least an authority name field and an authority content field.

[0077] In this embodiment, since report permissions need to be selected, in order to reflect the business permission types corresponding to different business data, the words and semantics of the content of specific business permissions are analyzed to obtain the permission field. The permission name field is equivalent to the name of the business permission, which indicates a general type and purpose of the business permission. The permission content field extracts the specific content of the business to prevent confusion with permissions with similar content. Users can select the required report permissions by querying the permission field, which is convenient for users to quickly search for the required report permissions through text queries according to their own needs. The query method is simple, the operation difficulty is low, and it is convenient for users to configure report permissions.

[0078] S4: The business matching mechanism obtains related information in response to the business data, and fills the related information into the corresponding report template to obtain the target report.

[0079] This embodiment constructs a data model asset catalog, automatically selects appropriate report data models from the data model asset catalog based on business needs, and classifies complex business data according to data sources and uses, thereby reducing the difficulty of data processing when generating reports, improving the speed of report generation, and improving the ability to process complex data when generating reports; by selecting corresponding report generation rules based on the report data model and business needs, an adaptive report template can be selected according to the needs and complexity of report generation, eliminating the need to manually combine and arrange several report data models when generating more complex reports, reducing the report generation steps and thus improving the report generation speed; by setting the basic report configuration through the report template and then setting the report permissions according to the permissions of the report data model, different levels of report content can be displayed for users of different levels, thereby ensuring data security and privacy; by querying information associated with the report data model from the database and importing the information into the report, the problem of obtaining data from multiple data sources can be solved from the root, thereby ensuring the consistency and accuracy of the report data.

[0080] Example 2: Figure 2 As shown, this embodiment provides a report generation system based on a data model asset catalog, including a data storage module, a report configuration module, a report authority control module, and a report display module;

[0081] The data storage module stores a data model asset catalog, which is a report data model corresponding to the business requirement configuration;

[0082] The report configuration module configures report generation rules for the report data model based on business requirements to obtain a report template and configures corresponding basic configuration parameters for the report template according to business logic;

[0083] The report authority control module matches the corresponding report authority from the data storage module based on the business authority, and configures the authority of the report based on the matching result;

[0084] The report display module generates a business matching mechanism based on basic configuration parameters and report permissions, imports relevant information from the data storage module based on the business matching mechanism, fills it into the corresponding report template to obtain a target report, and displays the target report.

[0085] The data model asset catalog of this embodiment classifies complex business data according to data sources and uses, which reduces the difficulty of data processing when generating reports, improves the speed of generating reports, and also improves the ability to process complex data when generating reports; the report configuration module and the report permission control module set the basic report configuration, and then set the report permissions according to the permissions of the report data model. It can not only display different levels of report content for users of different levels, but also ensure the security and privacy of data, but also simplify the report generation steps, lower the operational threshold for report production, and thus improve the speed of report generation; the report display module can set different permissions for users of different levels according to the configured permissions to control access to the module and configuration permissions to ensure data security and privacy.

[0086] In this embodiment, the data model asset directory is connected to the business database and the report configuration module respectively; the report authority control module is connected to the report authority library and the report display module respectively; the report display module is connected to the report configuration module and the business database respectively.

[0087] In this embodiment, the data model asset model directory and the database realize data interaction, and the report configuration module and the report permission control module both analyze the data in the data model in the data model asset model directory to configure the report. The report permission control module realizes data interaction with the report permission library, selects the corresponding permission from the business permission library to configure the report, and the report display module selects the required data from the business database, imports it into the report from the business database, and displays the report. Several modules are interconnected and coordinated to realize the rapid generation of reports, which reduces the difficulty of report production and improves the efficiency of report generation. For large data volumes and high concurrency scenarios, caching technology, asynchronous processing and other methods can be used to optimize system performance to ensure the smoothness and real-time nature of the data visualization process. During the report generation process, appropriate error handling mechanisms can also be added, and detailed log information can be recorded to facilitate troubleshooting and system maintenance, thereby reducing the probability of errors in the report generation process.

[0088] In this embodiment, the data storage module stores a report permission library and a business permission library. The data storage module receives business data, classifies the business data based on the source of the business data, and stores it to obtain a business database; the data storage module, based on the permission size of each type of business data, organizes the business permissions corresponding to each type of business data based on the permission content to obtain report permissions and stores them to obtain a report permission library.

[0089] The data storage module of this embodiment stores the data model asset directory, business data and business permissions, and organizes and classifies the above data to facilitate users to directly query based on keywords and other information. The data storage module serves as the data source for the entire report generation system and is also used to connect several modules to each other so that they can cooperate with each other to achieve rapid generation of reports, reducing the difficulty of report production and improving report generation efficiency.

[0090] In this embodiment, the report display module forms an independent URL and generates an extension link after generating a report. The extension link interacts with the external system and the external platform to display the report on the external system and the external platform, and updates the content on the report in real time.

[0091] The report display module of this embodiment is also used to interact with external modules, using standardized interface protocols and data exchange formats to ensure smooth communication and data transfer between modules, displaying reports on external modules, and supporting real-time updating and verification of data to ensure that the data in the reports is always up-to-date and accurate, thereby improving the accuracy and real-time nature of the report content. Users can choose appropriate templates according to their needs and quickly generate beautiful and professional reports to improve user usage reminders.

[0092] It can be seen from the above embodiments that at least the following substantial effects are achieved:

[0093] (1) The present invention constructs a data model asset catalog and automatically selects a suitable report data model from the data model asset catalog based on business needs, thereby classifying complex business data according to data sources and uses, etc., thereby reducing the difficulty of data processing when generating reports, improving the speed of generating reports, and improving the ability to process complex data when generating reports; (2) The present invention selects corresponding report generation rules based on the report data model and business needs, and can select an adapted report template based on the needs and complexity of report generation. There is no need to manually combine and arrange several report data models when generating more complex reports, thereby reducing the report generation steps and improving the report generation speed;

[0094] (3) The present invention sets the basic report configuration through the report template, and then sets the report permissions according to the permissions of the report data model. It can display different levels of report content for users of different levels, and can ensure the security and privacy of data; (4) The present invention can solve the problem of obtaining data from multiple data sources from the root by querying the information associated with the report data model from the database and importing the information into the report, thereby ensuring the consistency and accuracy of the report data.

[0095] The specific implementation described above is a preferred implementation of the report generation method and system based on the data model asset catalog of the present invention, and is not intended to limit the specific implementation scope of the present invention. The scope of the present invention includes but is not limited to this specific implementation. Any equivalent changes made in accordance with the shape and structure of the present invention are within the scope of protection of the present invention.

Claims

1. A report generation method based on a data model asset catalog, characterized by: The following steps are involved: S1. Build a data model asset catalog and configure corresponding report data models based on the data model asset catalog to meet business needs. Specifically, this includes: obtaining the subject, required data fields, and data dimensions of the report to be generated, and defining the corresponding report data model based on the subject, required data fields, and data dimensions of the report to be generated; Obtain business data, build a mapping relationship between the report data model and the business data based on the source and type of the business data, and then map the report data model to the business data based on the mapping relationship; Based on the business type of the business data, the corresponding report data models are grouped to obtain a report data model group, and a data model asset catalog is constructed based on the business order of the report data model group; S2. Based on business requirements, report generation rules are configured for the report data model to obtain a report template, specifically including: obtaining the business types in the business requirements, obtaining the business complexity based on the number of business types, and if the business complexity exceeds the set threshold, adopting the multi-report association generation mode and selecting the corresponding report template; if the business complexity is lower than the set threshold, adopting the basic report generation mode and selecting the corresponding report template, wherein the report generation rules include a first report generation rule and a second report generation rule. The first report rule is for selecting a header report template and a detail report template when report generation requires multi-report association, and is used to integrate multiple reports into a complete report. The second report rule is for selecting a basic row-based report template when report generation does not require multi-table association, and only includes a single report type, and only needs to import data of that type; S3. Configure corresponding basic configuration parameters and report permissions for the report template according to the business logic and business permissions; generate a business matching mechanism based on the basic configuration parameters and report permissions; the specific process of the business matching mechanism includes the following steps: Obtain the data volume of each basic configuration parameter, and sort the basic configuration parameter types based on the data volume to obtain the matching priority; If the matching priorities are the same, business data matching is performed based on the ratio of the business permissions of the business data corresponding to the basic configuration parameters to the report permissions; S4. The business matching mechanism obtains related information in response to the business data, and fills the related information into the corresponding report template to obtain the target report.

2. The report generation method based on the data model asset catalog according to claim 1, characterized in that: In S3, configure the corresponding basic configuration parameters and report permissions for the report template according to the business logic and business permissions, including the following steps: Enter the corresponding configuration page based on the business logic to set the basic configuration parameters of the report. The configuration page includes the multi-table association configuration page and the basic configuration page; The content of business permissions is extracted based on semantics and words to obtain permission fields. Feature analysis is performed on the permission fields to obtain field characteristic factors. The field characteristic factors are matched with configurable permissions to obtain permission enumeration values. Configurable permissions corresponding to permission fields with values ​​higher than the permission enumeration values ​​are configured in the report.

3. The report generation method based on the data model asset catalog according to claim 2, characterized in that: The basic configuration parameters include at least a foreground description configuration parameter, a query condition type configuration parameter, and a watermark configuration parameter; The report permissions include at least query condition permissions, front-end display permissions, export permissions, and data display range permissions.

4. The report generation method based on the data model asset catalog according to claim 2, characterized in that: The authority field at least includes an authority name field and an authority content field.

5. A report generation system based on a data model asset catalog, adapted for use with the report generation method based on a data model asset catalog as claimed in any one of claims 1 to 4, characterized in that: Including data storage module, report configuration module, report authority control module, and report display module; The data storage module stores a data model asset catalog, which is a report data model corresponding to the business requirement configuration; The report configuration module configures report generation rules for the report data model based on business requirements to obtain a report template and configures corresponding basic configuration parameters for the report template according to business logic; The report authority control module matches the corresponding report authority from the data storage module based on the business authority, and configures the authority of the report based on the matching result; The report display module generates a business matching mechanism based on basic configuration parameters and report permissions, imports relevant information from the data storage module based on the business matching mechanism, fills it into the corresponding report template to obtain a target report, and displays the target report.

6. The report generation system based on the data model asset catalog according to claim 5, characterized in that: The data storage module stores a report authority library and a business authority library. The data storage module receives business data, classifies the business data based on the source of the business data, and stores it to obtain a business database; the data storage module, based on the authority size of each type of business data, organizes the business permissions corresponding to each type of business data based on the permission content to obtain report permissions and stores them to obtain a report authority library.

7. The report generation system based on the data model asset catalog according to claim 5, characterized in that: After generating a report, the report display module forms an independent URL and generates an extension link. The extension link interacts with the external system and the external platform to display the report on the external system and the external platform, and updates the content on the report in real time.

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