Method for quickly generating report

By using occupants and database configuration tables to automatically fill and process data in Word document templates, the problems of low efficiency and poor flexibility in the generation of complex reports in the prior art are solved, and efficient, accurate and low-cost automated report generation is achieved.

CN119808748APending Publication Date: 2025-04-11武汉智博创享科技股份有限公司
View PDF 0 Cites 2 Cited by

Patent Information

Application Number
CN202411991320.8
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-12-31
Publication Date
2025-04-11

AI Technical Summary

Technical Problem

The prior art problems such as low efficiency, high labor costs, insufficient accuracy, poor flexibility and high maintenance costs when generating complex geological engineering reports.

Method used

Automated data filling and complex data logic processing by creating initialized Word document templates, marking data locations with occupants, and creating configuration tables in the database to define data sources and processing rules.

Benefits of technology

It significantly improves the speed of report generation, reduces manual intervention, enhances flexibility, reduces maintenance costs, and can dynamically adapt to changes in business needs.

✦ Generated by Eureka AI based on patent content.

Smart Images

  • Figure CN119808748A_ABST
    Figure CN119808748A_ABST
Patent Text Reader

Abstract

The invention relates to a method for quickly generating a report, which comprises the following steps of: 1, creating an initialized Word document template, and marking a data position needing to be replaced in a Word document by using an occupant; step 2, creating a configuration table in the database, and defining a data source table and a processing rule required by each field of the report in the Word document; step 3, reading a Word document template, querying a database based on report fields, and obtaining a data source table and a corresponding processing rule in the configuration table; step 4, querying required data from the database table based on a data source table in the configuration table, and executing a corresponding processing rule; 5, replacing an occupant in the Word document template with the queried and processed data to realize data filling; and step 6, generating and exporting a final Word document filled with all data. According to the method, the technical problems in the prior art when a complex report is generated in the field of geological engineering investigation are effectively solved, and efficient, accurate and low-cost automatic report generation is realized.
Need to check novelty before this filing date? Find Prior Art

Description

Technical Field

[0001] The present invention relates to the technical field of data processing, and in particular to a method for quickly generating reports. Background Art

[0002] In the field of geological engineering survey, with the rapid growth of survey data and the increasing complexity of engineering projects, generating high-quality and complex reports has become an important requirement. Existing report generation methods mostly rely on manually written scripts or codes for data query, processing and reporting. Although this method can meet simple data reporting needs, it is obviously inefficient when processing large amounts of drilling data, concurrent data access, and multi-dimensional information (such as depth, soil quality, and rock formations) in geological engineering, and it is difficult to ensure the accuracy and consistency of the generated report structure.

[0003] At present, although there are some template-based report generation tools, these tools usually have high requirements for template configuration and require users to have certain programming skills to achieve data query, logic control and format adjustment. In particular, in terms of multi-data source merging and processing, multi-table association query, and complex data logic processing, existing technologies often show great limitations. Existing solutions lack flexibility and are difficult to dynamically adapt to changes in business needs. As a result, when the template or business logic changes, users need to frequently manually modify the template or reconfigure the data logic, which increases the system maintenance cost. In general, the existing report generation technology cannot meet the actual needs of data-intensive scenarios such as geological engineering in terms of efficiency, flexibility and accuracy. Summary of the invention

[0004] In view of the technical defects and technical drawbacks in the prior art, the embodiment of the present invention provides a method for quickly generating a report to overcome the above problems or at least partially solve the above problems. The specific scheme is as follows:

[0005] A method for quickly generating a report, the method comprising:

[0006] Step 1, creating an initial Word document template, using an occupancy symbol to mark the data position to be replaced in the Word document, to form a reusable Word document template;

[0007] Step 2, create a configuration table in the database, and define the data source table and corresponding processing rules required for each field of the report in the Word document template through the configuration table;

[0008] Step 3, read the Word document template, query the database based on the fields of the report in the Word document template, and obtain the data source table and corresponding processing rules in the configuration table;

[0009] Step 4: Based on the data source table in the configuration table, query the required data from the database table and execute the corresponding processing rules;

[0010] Step 5, using the queried and processed data to replace the occupants in the Word document template to achieve data filling;

[0011] Step 6, generate and export the final Word document filled with all the data.

[0012] Furthermore, the occupant is defined using a standardized format of ${table name.field name}.

[0013] Furthermore, the method further comprises:

[0014] Add data structure requirements for each placeholder according to the data field type and business logic, wherein the data structure requirements include formatting and data validation rules;

[0015] When creating an initial Word document template, embed conditional display and dynamic layout control logic.

[0016] Furthermore, the data source table includes the database table position, field name, data type and their associations corresponding to each field in the report in the Word document template. In step 4, the program queries the required data from the database table according to the database table position, field name, data type and their associations corresponding to each field in the report in the Word document template.

[0017] Further, step 3 includes: loading the Word document template through a program, parsing the placeholders in the Word document template, extracting the fields and data structure requirements corresponding to each placeholder; querying the data source table of the configuration table according to the field name, obtaining the database table position corresponding to the field name from the data source table, and establishing a mapping relationship between the placeholder and the database table position in the data source table;

[0018] During the parsing process, the program also checks the formatting and data validation rules of the placeholder. In step 5, data is filled based on the formatting and data validation rules of the placeholder.

[0019] Furthermore, the processing rules include:

[0020] Logical rules and calculation rules are used to set data filtering, aggregation and grouping logical rules for each field, and configure the corresponding dynamic calculation formula;

[0021] Conditional triggering and data filtering rules: used to set conditional filtering rules. By configuring conditional filtering rules, only data that meets project requirements is included when generating reports;

[0022] Data priority and update rules: used to set priority strategies and data update rules when integrating multiple data sources;

[0023] Logical rules and calculation rules are also used to define data conversion rules for specific fields.

[0024] Furthermore, the method further comprises:

[0025] Multi-table data query and data preprocessing: The program constructs multi-database table association query statements based on the database table locations, field definitions, and logic rules in the configuration table and executes database queries, including:

[0026] Dynamic SQL generation: Generate complex SQL query statements based on the associations and screening conditions of multiple database tables. The SQL query statements are used to handle multiple query requirements such as multi-database table connections, nested queries, and group statistics, so that the acquired data is complete and meets business requirements;

[0027] Data preprocessing: In the queried data results, preprocess the data according to the calculation and format rules in the configuration table. For example, perform unit conversion on numeric fields, perform format adjustment on text fields, format date fields, etc.

[0028] Data validation and cleaning: Before filling into the template, the data in the query results is validated and cleaned, invalid data is deleted and abnormal data is marked. At the same time, a data integrity check is performed to ensure that the field values ​​meet the format requirements defined in the template.

[0029] Furthermore, the method further comprises:

[0030] Data logic operations and grouping and aggregation: To meet the complex data logic requirements in the report, the program performs logical operations and grouping and aggregation operations on the queried data set, including:

[0031] Dynamic calculation and formula application: According to the processing rules in the configuration table, specific fields are dynamically calculated. For example, the average depth and cumulative thickness of certain drilling sections can be automatically calculated.

[0032] Data grouping and statistics: For data that needs to be grouped according to characteristics, the program automatically groups the data and performs statistical summary operations (such as sum, mean, maximum, minimum, etc.) to generate summary results that meet report requirements;

[0033] Multi-level logical nesting processing: When generating reports, the multi-level nesting logic of data is processed. For example, in some cases, drilling data needs to be presented hierarchically by time or region. The program can dynamically generate a nested layout that meets this requirement based on the logical rules in the configuration table.

[0034] Furthermore, the method further comprises:

[0035] Data filling and dynamic template rendering: After completing data processing, the program gradually fills each data into the corresponding placeholder position in the Word document template, including:

[0036] Conditional judgment and dynamic display: Based on the conditional display logic embedded in the Word document template, the template display content is dynamically adjusted when filling in data. For data that does not meet the conditions or empty data segments, the corresponding placeholders or rows and columns can be automatically hidden.

[0037] Complex layout processing: Processing complex report layouts across rows, columns, and multiple rows and columns, and filling corresponding data according to the requirements of report design, so that the filled data meets the requirements of report design in terms of layout;

[0038] Style and format application: Fill in data according to the formatting rules (such as font, color, alignment, etc.) set in the Word document template, so that the generated report meets the visual and formatting requirements, and automatically applies formatting rules such as date, value, and text.

[0039] Furthermore, the method further comprises:

[0040] Document generation and output: After completing the data filling, the program will export the generated Word document as the final report. To ensure the usability and flexibility of the report, the document export process also includes the following steps:

[0041] Automatic version control: After each report is generated, the system automatically generates a version number and records the report generation date for subsequent tracing;

[0042] Multi-format output support: Supports conversion of Word reports into different formats such as PDF or Excel, facilitating use in different scenarios.

[0043] Automatic backup and archiving: The generated report files are automatically backed up to the specified location, and the report generation log is recorded in the database to facilitate project management and historical data tracing.

[0044] The present invention has the following beneficial effects:

[0045] 1. Improve efficiency: The speed of report generation can be significantly improved through automated processing, especially when processing large amounts of data.

[0046] 2. Reduce manual intervention: Users do not need to manually set templates and write codes, but only need to perform simple data source configuration, thereby reducing the complexity and error rate of manual operations.

[0047] 3. Enhanced flexibility: Supports complex data logic processing to meet the diverse reporting requirements in geological engineering. The system can dynamically adapt to changes in business needs.

[0048] 4. Reduce costs: Automated report generation effectively reduces labor costs, saves time on data filling and template adjustment, and helps reduce the overall budget of the project. BRIEF DESCRIPTION OF THE DRAWINGS

[0049] Figure 1 A flowchart of a method for quickly generating a report is provided in an embodiment of the present invention. DETAILED DESCRIPTION

[0050] The following will be combined with the drawings in the embodiments of the present invention to clearly and completely describe the technical solutions in the embodiments of the present invention. Obviously, the described embodiments are only part of the present invention, not all 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.

[0051] Figure 1 A flowchart of a method for quickly generating a report provided by an embodiment of the present invention is shown in FIG. Figure 1 As shown, a method for quickly generating a report provided by an embodiment of the present invention includes:

[0052] Step 1, create an initial Word document template, use occupancy symbols to mark the data locations that need to be replaced in the Word document, and form a reusable Word document template.

[0053] Among them, the placeholders are defined in a standardized format, such as ${table name.field name}, to facilitate the automatic processing of subsequent data filling. This step includes the design of placeholders for various data structures, such as complex layouts such as one row and multiple columns, cross-row and cross-column, and multiple rows and multiple columns, to ensure that the template adapts to different report structure requirements.

[0054] Among them, formatting and data validation rules are added to each placeholder according to the data field type (such as value, text, date, etc.) and business logic. Conditional display and dynamic layout control logic can also be embedded in the template design process to meet the diverse needs of report generation, such as only displaying data that meets specific conditions.

[0055] Step 2, create a configuration table in the database, and define the data source table and corresponding processing rules required for each field of the report in the Word document template through the configuration table;

[0056] Step 3, read the Word document template, query the database based on the fields of the report in the Word document template, and obtain the data source table and corresponding processing rules in the configuration table;

[0057] Step 4: Based on the data source table in the configuration table, query the required data from the database table and execute the corresponding processing rules;

[0058] Step 5, using the queried and processed data to replace the occupants in the Word document template to achieve data filling;

[0059] Step 6, generate and export the final Word document filled with all the data.

[0060] In this embodiment, the execution subject of all steps is a Java computer program.

[0061] The present invention aims at the problems of low efficiency, high labor cost, insufficient accuracy, poor flexibility and high maintenance cost in the prior art when generating complex reports, and proposes an automated, data-driven report generation method. By combining a preset Word template with a flexible data source configuration, the automatic filling of report content and the dynamic processing of complex data logic can be realized, which greatly improves the efficiency and accuracy of report generation. At the same time, the method reduces the dependence on user programming ability, reduces operation and maintenance costs, and has high flexibility and can quickly adapt to different business demand changes. Therefore, the present invention effectively solves the technical difficulties faced by the prior art when generating complex reports in the field of geological engineering survey, and realizes efficient, accurate and low-cost automated report generation.

[0062] Preferably, the embodiment of the present invention creates multiple configuration tables in the database for defining the data sources, calculation rules and logical conditions required for the report. The configuration tables mainly include the following contents:

[0063] Data source table definition: including the database table location, field name, data type and their relationships of each field, to ensure that the program can automatically generate complex multi-table queries.

[0064] Logical rules and calculation rules: used to set logical rules such as data filtering, aggregation, and grouping for each field to meet the needs of multi-dimensional data operations, and configure dynamic calculation formulas. For specific fields, data conversion rules (such as unit conversion, value formatting, etc.) can be defined.

[0065] Conditional triggering and data filtering: Set conditional filtering rules, such as filtering drilling data by specific geological conditions (such as depth range, soil type). By configuring filtering conditions, ensure that only data that meets project requirements is included when generating reports.

[0066] Data priority and update rules: Set priority strategies and data update rules when integrating multiple data sources to meet the dynamically changing needs of multiple data sources.

[0067] In the embodiment of the present invention, after the Java program loads the Word file template file, it first parses the placeholders in the template and extracts the fields and data structure requirements corresponding to each placeholder. Subsequently, the program searches and loads the corresponding configuration table according to the field name and obtains the corresponding data source table, obtains the database table position corresponding to the field name from the data source table, and establishes a mapping relationship between the placeholder and the database table position in the data source table. During the parsing process, the program will also check the formatting and data validation rules of the placeholder to ensure the accuracy of subsequent data filling.

[0068] Preferably, the embodiment of the present invention further provides a multi-table data query and data preprocessing, that is, according to the database table location, field definition and logic rules in the configuration table, a multi-database table association query statement is constructed to execute a database query, specifically including:

[0069] Dynamic SQL generation: Generate complex SQL query statements based on the associations and screening conditions of multiple database tables. The SQL query statements are used to handle multiple query requirements such as multi-database table connections, nested queries, and group statistics, so that the acquired data is complete and meets business needs.

[0070] Data preprocessing: In the queried data results, the data is preprocessed according to the calculation and format rules in the configuration table; for example, unit conversion is performed on numeric fields, format adjustment is performed on text fields, and date fields are formatted.

[0071] Data validation and cleaning: Before filling into the template, the data in the query results is validated and cleaned, invalid data is deleted and abnormal data is marked. At the same time, a data integrity check is performed to ensure that the field values ​​meet the format requirements defined in the template.

[0072] Preferably, the embodiment of the present invention further provides a data logic operation and grouping aggregation, that is, to cope with the complex data logic requirements in the report, the logical operation and grouping aggregation operations are performed on the queried data set, specifically including, but not limited to the following steps:

[0073] Dynamic calculation and formula application: According to the processing rules in the configuration table, the fields are dynamically calculated; for example, the average depth, cumulative thickness and other indicators of certain drilling sections are automatically calculated.

[0074] Data grouping and statistics: For data that needs to be grouped according to characteristics, the program automatically groups the data and performs statistical summary operations (such as sum, mean, maximum, minimum, etc.) to generate summary results that meet report requirements.

[0075] Multi-level logical nesting processing: When generating reports, the multi-level nesting logic of data is processed; for example, in some cases, drilling data needs to be presented hierarchically by time or area, and the program can dynamically generate a nested layout that meets this requirement based on the logical rules in the configuration table.

[0076] Preferably, the embodiment of the present invention further provides a data filling and dynamic template rendering, that is, after completing the data processing, each data is gradually filled into the corresponding placeholder position in the Word document template, specifically including:

[0077] Conditional judgment and dynamic display: Based on the conditional display logic embedded in the Word document template, the template display content is dynamically adjusted when filling in data. For data that does not meet the conditions or empty data segments, the corresponding placeholders or rows and columns are automatically hidden.

[0078] Complex layout processing: Process complex report layouts across rows, columns, and multiple rows and columns, and fill in corresponding data according to the requirements of report design so that the filled data meets the requirements of report design in terms of layout.

[0079] Style and format application: Fill in data (such as font, color, alignment, etc.) according to the format rules set in the Word document template, so that the generated report meets the visual and format requirements, and automatically applies the format rules of dates, numbers and texts.

[0080] Preferably, the embodiment of the present invention further provides a document generation and output method, that is, after completing the data filling, the program exports the generated Word document as a final report. To ensure the availability and flexibility of the report, the document export process also includes the following steps:

[0081] Automatic version control: After each report is generated, the system automatically generates a version number and records the report generation date for subsequent tracing;

[0082] Multi-format output support: Supports conversion of Word reports into different formats such as PDF or Excel, making it easier to use in different scenarios;

[0083] Automatic backup and archiving: The generated report files are automatically backed up to the specified location, and the report generation log is recorded in the database to facilitate project management and historical data tracing.

[0084] The present invention provides an efficient and flexible report generation solution by introducing a data-driven automated report generation mechanism, reducing the manpower and time costs of enterprises in the report generation process. The innovation of the invention is reflected in the combination of its template and data source configuration mode, which brings new technical ideas to enterprises in data management and report generation, provides strong support for the modernization of engineering project management, and promotes the development of data-driven report generation technology.

[0085] The above description is only a preferred embodiment of the present invention and is not intended to limit the present invention. Any modifications, equivalent substitutions, improvements, etc. made within the spirit and principle of the present invention should be included in the protection scope of the present invention.

Claims

1. A method for quickly generating a report, characterized in that: The method comprises: Step 1, create an initial Word document template, and use occupancy symbols to mark the data locations that need to be replaced in the Word document; Step 2, create a configuration table in the database, and define the data source table and corresponding processing rules required for each field of the report in the Word document template through the configuration table; Step 3, read the Word document template, query the database based on the fields of the report in the Word document template, and obtain the data source table and corresponding processing rules in the configuration table; Step 4: Based on the data source table in the configuration table, query the required data from the database table and execute the corresponding processing rules; Step 5, using the queried and processed data to replace the occupants in the Word document template to achieve data filling; Step 6, generate and export the final Word document filled with all the data.

2. The method for quickly generating a report according to claim 1, characterized in that: The occupant is defined using a standardized format of ${table name.field name}.

3. The method for quickly generating a report according to claim 1, characterized in that: The method further comprises: Add data structure requirements for each placeholder according to the data field type and business logic, wherein the data structure requirements include formatting and data validation rules; When creating an initial Word document template, embed conditional display and dynamic layout control logic.

4. The method for quickly generating a report according to claim 1, characterized in that: The data source table includes the database table position, field name, data type and their associations corresponding to each field in the report in the Word document template. In step 4, the program queries the required data from the database table according to the database table position, field name, data type and their associations corresponding to each field in the report in the Word document template.

5. The method for quickly generating a report according to claim 1, characterized in that: Step 3 includes: loading the Word document template through the program, parsing the placeholders in the Word document template, extracting the fields and data structure requirements corresponding to each placeholder; querying the data source table of the configuration table according to the field name, obtaining the database table position corresponding to the field name from the data source table, and establishing a mapping relationship between the placeholder and the database table position in the data source table; During the parsing process, the program also checks the formatting and data validation rules of the placeholder. In step 5, data is filled based on the formatting and data validation rules of the placeholder.

6. The method for quickly generating a report according to claim 1, characterized in that: The processing rules include: Logical rules and calculation rules are used to set data filtering, aggregation and grouping logical rules for each field, and configure the corresponding dynamic calculation formula; Conditional triggering and data filtering rules: used to set conditional filtering rules. By configuring conditional filtering rules, only data that meets project requirements is included when generating reports; Data priority and update rules: used to set priority strategies and data update rules when integrating multiple data sources; Logical rules and calculation rules are also used to define data conversion rules for specific fields.

7. The method for quickly generating a report according to claim 1, characterized in that: The method further comprises: According to the database table location, field definition and logical rules in the configuration table, build multiple database table association query statements and execute database queries, including: Dynamic SQL generation: Generate complex SQL query statements based on the associations and screening conditions of multiple database tables. The SQL query statements are used to handle multiple query requirements such as multi-database table connections, nested queries, and group statistics, so that the acquired data is complete and meets business requirements; Data preprocessing: In the queried data results, preprocess the data according to the calculation and format rules in the configuration table; Data validation and cleaning: Before filling into the template, the data in the query results is validated and cleaned, invalid data is deleted and abnormal data is marked. At the same time, a data integrity check is performed to ensure that the field values ​​meet the format requirements defined in the template.

8. The method for quickly generating a report according to claim 1, characterized in that: The method further comprises: To meet the complex data logic requirements in the report, perform logical operations and grouping and aggregation operations on the queried data set, including: Dynamic calculation and formula application: Dynamically calculate fields according to the processing rules in the configuration table; Data grouping and statistics: For data that needs to be grouped according to characteristics, the program automatically groups the data and performs statistical summary operations to generate summary results that meet report requirements; Multi-level logical nesting processing: When generating reports, process the multi-level nested logic of data.

9. The method for quickly generating a report according to claim 1, characterized in that: The method further comprises: After completing the data processing, gradually fill each data into the corresponding placeholder position in the Word document template, including: Conditional judgment and dynamic display: According to the conditional display logic embedded in the Word document template, the template display content is dynamically adjusted when filling data. For data that does not meet the conditions or empty data segments, the corresponding placeholders or rows and columns are automatically hidden; Complex layout processing: Processing complex report layouts across rows, columns, and multiple rows and columns, and filling corresponding data according to the requirements of report design, so that the filled data meets the requirements of report design in terms of layout; Style and format application: Fill in data according to the format rules set in the Word document template so that the generated report meets the visual and format requirements, and automatically applies the format rules of dates, numbers, and texts.

10. The method for quickly generating a report according to claim 1, characterized in that: The method further comprises: After completing the data filling, the generated Word document is exported as the final report. The document export process also includes the following steps: Automatic version control: After each report is generated, the system automatically generates a version number and records the report generation date for subsequent tracing; Multi-format output support: Supports conversion of Word reports into different formats such as PDF or Excel, making it easier to use in different scenarios; Automatic backup and archiving: The generated report files are automatically backed up to the specified location, and the report generation log is recorded in the database to facilitate project management and historical data tracing.

Citation Information

Cited By

  • Report generation method based on WPS standard format

    CN120745578A

  • Method and system for code-free definition of contract form based on WORD template

    CN120832877A