Report generation method and system

By obtaining raw data from the database and using tags for data cleaning and tagging, a generation module is built to automate report generation, which solves the problems of low efficiency and insufficient accuracy of manual report generation in the existing technology, and achieves efficient and accurate report generation.

CN119918518AActive Publication Date: 2025-05-02JIANGXI HUAZHANG HANCHEN GUARANTEE GRP CO LTD +2
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Patent Information

Application Number
CN202510412617.2
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-04-03
Publication Date
2025-05-02
Estimated Expiration
2045-04-03

AI Technical Summary

Technical Problem

In the prior art, manual reports are generated by manual reports, which are less efficient and insufficiently accurate.

Method used

By obtaining raw data from different databases, using time tags, identity tags, attribute tags, department tags and main attribute tags for data cleaning and tagging, build a generation module to automate report generation.

Benefits of technology

Improve the efficiency and accuracy of report generation, reduce human error, and ensure the reliability and security of reports.

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Abstract

The invention provides a report generation method and system, and the method comprises the steps: obtaining a plurality of original data and a tag set corresponding to the original data, the tag set comprises a time tag, an identity tag and an attribute tag, and carrying out the data cleaning of the original data based on the tag set, so as to obtain standby data; generating a department tag corresponding to the identity tag, and generating a main attribute tag corresponding to the attribute tag; and constructing a generation module based on the time label, the identity label, the attribute label, the department label and the main attribute label, and constructing a report based on the generation module. According to the method, the user only needs to select the corresponding label to form the index way of the standby data, so that the report can be automatically generated, and compared with a manual report making mode, the report making efficiency is effectively improved, the report accuracy is improved, and personal errors caused by manual report making are avoided.
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Description

Technical Field

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

[0002] Reports are a basic measure and approach to enterprise management and a basic business requirement of enterprises. Reports can help enterprises access and format data, and present data information to users in a reliable and secure manner, providing in-depth insights into the operation status of enterprises, and are a powerful driving force for enterprise development.

[0003] Therefore, as an important support for data analysis in business management, reports play an increasingly important role in providing decision support for enterprises. For current reporting systems, they often rely on manual operations to generate reports.

[0004] Since reports contain a large amount of irregular text information, manually generating reports is not only labor-intensive and inefficient, but also prone to human errors, resulting in inaccurate reports. Summary of the invention

[0005] In view of the deficiencies in the prior art, the purpose of the present invention is to provide a report generation method and system, aiming to solve the technical problems in the prior art of manually generating reports, which are low in efficiency and insufficient in accuracy.

[0006] In order to achieve the above objectives, in a first aspect, an embodiment of the present application provides a report generation method, comprising the following steps: Acquire a number of raw data from different databases, acquire a label set corresponding to the raw data, the label set including a time label, an identity label, and an attribute label, perform data cleaning on the raw data based on the label set to acquire standby data, the label set corresponding to the standby data; Generate a department tag corresponding to the identity tag, and generate a main attribute tag corresponding to the attribute tag; A generation module is constructed based on the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag, and a report is constructed based on the generation module.

[0007] Compared with the prior art, the beneficial effects of the present invention are: by performing data cleaning on the original data to form the stand-by data, the accuracy of the subsequent reports generated based on the stand-by data can be ensured; through the time label, the identity label, the attribute label, the department label and the main attribute label corresponding to the stand-by data, the index path associated with the stand-by data is extracted, and the user only needs to select the index path to automatically complete the report generation work. Compared with the manual report making method, it effectively improves the efficiency of report making, improves the accuracy of the report, and avoids the human errors caused by manual tabulation.

[0008] Furthermore, the step of performing data cleaning on the original data based on the tag set to obtain data to be used includes: Selecting a plurality of first intermediate data from a plurality of the original data based on the identity tag, and selecting a plurality of second intermediate data from a plurality of the first intermediate data based on the attribute tag; sorting the plurality of second intermediate data based on the time tags, and determining whether the second intermediate data is abnormal data; If the second intermediate data is not abnormal data, determining it as stand-by data; If the second intermediate data is abnormal data, replacement data is generated, and the replacement data is determined as stand-by data.

[0009] Furthermore, the step of determining whether the second intermediate data is abnormal data includes: constructing a threshold range by using a plurality of the second intermediate data, and comparing the second intermediate data with the threshold range; If the second intermediate data is not within the threshold range, determining it as abnormal data; The step of generating replacement data comprises: Selecting two second intermediate data adjacent to the abnormal data as reference data by using the time tag; The replacement data is generated based on the average of the two reference data.

[0010] Furthermore, the step of generating a department tag corresponding to the identity tag and generating a main attribute tag corresponding to the attribute tag includes: comparing the identity tag with a department information database to select a department tag from the department information database; The attribute tag is compared with a preset word library to select a main attribute tag from the preset word library.

[0011] Furthermore, the step of constructing a generation module based on the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag includes: Respectively constructing the candidate units corresponding to the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag; Based on the association relationship between the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag, the to-be-selected unit is divided into a fixed unit and a free unit; A misalignment limit is set for the fixed unit, and the free unit and the fixed unit after the misalignment limit is set are combined into a generation module.

[0012] Furthermore, the step of dividing the selected unit into fixed units and free units based on the association relationship between the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag includes: Perform correlation comparison between the time tag, the identity tag, the attribute tag, the department tag, and the main attribute tag; If there is no association relationship between a certain label and any other label, the candidate unit corresponding to the label is selected as a free unit; If there is an association relationship between a certain label and another label, the candidate units corresponding to the two labels are all selected as fixed units.

[0013] Furthermore, the step of setting the misalignment limit for the fixing unit is specifically as follows: It is determined whether there is an association relationship between the tags corresponding to the two fixed units. If there is an association relationship between the tags corresponding to the two fixed units, a dislocation restriction is added to the two fixed units to restrict the two fixed units from being selected as row headers and column headers respectively.

[0014] Furthermore, after the step of setting a misalignment limit for the fixed unit and combining the free unit and the fixed unit after the misalignment limit is set into a generation module, the step further includes: A horizontal title submodule and a vertical title submodule are set in the generating module, and the fixed unit and the free unit are both associated with the horizontal title submodule and the vertical title submodule.

[0015] In a second aspect, an embodiment of the present application provides a report generation system, which is applied to the report generation method as described in the first aspect above, and the system includes: A processing module, used to obtain a number of raw data from different databases, obtain a label set corresponding to the raw data, the label set including a time label, an identity label and an attribute label, and perform data cleaning on the raw data based on the label set to obtain stand-by data, the label set corresponding to the stand-by data; A query module, used to generate a department tag corresponding to the identity tag, and generate a main attribute tag corresponding to the attribute tag; A generation module is used to construct a generation module based on the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag, and to construct a report based on the generation module.

[0016] In a third aspect, an embodiment of the present application provides a computer, comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein when the processor executes the computer program, the report generation method as described in the first aspect above is implemented.

[0017] In a fourth aspect, an embodiment of the present application provides a storage medium on which a computer program is stored. When the computer program is executed by a processor, the report generation method as described in the first aspect above is implemented. BRIEF DESCRIPTION OF THE DRAWINGS

[0018] Figure 1 It is a flowchart of the report generation method in the first embodiment of the present invention; Figure 2 It is a structural block diagram of a report generation system in a second embodiment of the present invention; The following specific implementation manner will further illustrate the present invention in conjunction with the above-mentioned drawings. DETAILED DESCRIPTION

[0019] In order to facilitate the understanding of the present invention, the present invention will be described more fully below with reference to the relevant drawings. Several embodiments of the present invention are given in the drawings. However, the present invention can be implemented in many different forms and is not limited to the embodiments described herein. On the contrary, the purpose of providing these embodiments is to make the disclosure of the present invention more thorough and comprehensive.

[0020] It should be noted that when an element is referred to as being "fixed to" another element, it may be directly on the other element or there may be a central element. When an element is considered to be "connected to" another element, it may be directly connected to the other element or there may be a central element at the same time. The terms "vertical", "horizontal", "left", "right" and similar expressions used herein are for illustrative purposes only.

[0021] Unless otherwise defined, all technical and scientific terms used herein have the same meaning as those commonly understood by those skilled in the art to which the present invention belongs. The terms used herein in the specification of the present invention are only for the purpose of describing specific embodiments and are not intended to limit the present invention. The term "and / or" used herein includes any and all combinations of one or more of the related listed items.

[0022] See also Figure 1 The report generation method provided by the first embodiment of the present invention comprises the following steps: S10: obtaining a number of original data from different databases, obtaining a label set corresponding to the original data, the label set including a time label, an identity label and an attribute label, and performing data cleaning on the original data based on the label set to obtain stand-by data, the label set corresponding to the stand-by data; It can be understood that the original data associated with the generated reports are stored in different databases respectively. Taking the factory production of spare parts as an example, the original data may be the production volume of product A, the production volume of product B, the repair volume of product A, the repair volume of product B, working hours, performance amount, fixed salary amount, defective product penalty amount, etc. The time label refers to the time when the original data is generated, the identity label refers to the person corresponding to the original data, and the attribute label refers to the nature of the original data. For example, taking the production volume of product A and the production volume of product B as an example, its attribute label is the production capacity label, and taking the repair volume of product A and the repair volume of product B, its attribute label is the repair label. It should be noted that in some embodiments, more labels can be extracted to obtain more detailed stand-by data through more steps of division.

[0023] The step S10 comprises: S110: selecting a plurality of first intermediate data from a plurality of the original data based on the identity tag, and selecting a plurality of second intermediate data from a plurality of the first intermediate data based on the attribute tag; That is, in this step, the data corresponding to the same person is filtered into the same area through the identity tag, and the data is segmented again according to their different data attributes to complete the aggregation of data of the same type.

[0024] S120: sorting a plurality of the second intermediate data based on the time tag, and determining whether the second intermediate data is abnormal data; When the original data is collected from different databases, some data may be abnormal due to system errors and other reasons. To ensure the accuracy of subsequent reports, the abnormal data needs to be preprocessed. Specifically, a threshold range is constructed through a plurality of the second intermediate data, and the second intermediate data is compared with the threshold range. In this embodiment, the upper quartile point and the lower quartile point are selected from the plurality of second intermediate data by sorting the data, a threshold is obtained based on the upper quartile point and the lower quartile point, a first endpoint is generated based on the sum of the upper quartile point and the threshold, a second endpoint is generated based on the difference between the lower quartile point and the threshold, and the threshold range is generated based on the first endpoint and the second endpoint.

[0025] If the second intermediate data is not within the threshold range, it is determined to be abnormal data.

[0026] S130: If the second intermediate data is not abnormal data, determine it as stand-by data; S140: if the second intermediate data is abnormal data, generating replacement data, and determining the replacement data as stand-by data; The two second intermediate data adjacent to the abnormal data are selected as reference data through the time tag; and the replacement data is generated based on the average of the two reference data.

[0027] S20: generating a department tag corresponding to the identity tag, and generating a main attribute tag corresponding to the attribute tag; S210: comparing the identity tag with a department information database to select a department tag from the department information database; In this embodiment, the identity tag is the employee name. The employee name is compared with the department information database to determine the department name corresponding to the employee, and the department name is selected as the department tag. It should be noted that in some embodiments, the department tag can also be compared with the regional information database to obtain the regional tag.

[0028] S220: comparing the attribute tag with a preset word library to select a main attribute tag from the preset word library; The preset word library stores multiple word chains, which refer to the relationship network of words attached in sequence. Taking the capacity label and the repair label as examples, both belong to the same main attribute label, such as the business volume label. Taking the performance amount, the fixed salary amount, and the bad product penalty amount as examples, the attribute labels corresponding to the performance amount and the fixed salary amount are income labels, and the attribute labels corresponding to the bad product penalty amount are expenditure labels. The main attribute labels corresponding to the income label and the expenditure label are account labels. It should be noted that in some embodiments, there are more word chains with associated relationships, so as to summarize the main attribute labels multiple times again to form more labels to complete more detailed data division.

[0029] S30: constructing a generation module based on the time tag, the identity tag, the attribute tag, the department tag, and the main attribute tag, and constructing a report based on the generation module; The step S30 comprises: S310: constructing candidate units corresponding to the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag respectively; It can be understood that by selecting the unit to be selected, the data to be used can be linked to through the tag corresponding to the unit to be selected, and the data to be used can be extracted.

[0030] S320: Segment the to-be-selected unit into a fixed unit and a free unit based on the association relationship among the time tag, the identity tag, the attribute tag, the department tag, and the main attribute tag; When constructing a report, different labels can be set in different positions. Taking the time label, the identity label, the attribute label, the department label and the main attribute label as examples, when constructing a report, row headers and column headers are usually set, and the row headers and column headers correspond to a certain data of a certain employee in a specific period of time. The free unit and the fixed unit can appear in the row header or the column header at the same time, or appear in the row header and the column header respectively.

[0031] Specifically, the time tag, the identity tag, the attribute tag, the department tag, and the main attribute tag are compared with each other; if there is no association relationship between a certain tag and any other tag, the candidate unit corresponding to the tag is selected as a free unit; if there is an association relationship between a certain tag and another tag, the candidate units corresponding to the two tags are selected as fixed units. It can be understood that the tag mentioned is one of the time tag, the identity tag, the attribute tag, the department tag, and the main attribute tag.

[0032] S330: Setting a dislocation limit for the fixed unit, and combining the free unit and the fixed unit after the dislocation limit is set into a generation module; Different fixed units cannot be set arbitrarily, such as identity labels and department labels, which can only appear in the row header or the column header at the same time. When they appear in the row header and the column header respectively, they cannot index specific data. Furthermore, after obtaining the fixed units, it is necessary to further restrict the different fixed units to specify which fixed units cannot appear in the row header and the column header respectively. Specifically, determine whether there is an association relationship between the labels corresponding to the two fixed units. If there is an association relationship between the labels corresponding to the two fixed units, add dislocation restrictions to the two fixed units to restrict the two fixed units from being selected as row headers and column headers respectively. It can be understood that there is an association between the identity tag and the department tag, therefore, a misalignment restriction is imposed on the two to prevent them from appearing in the row header and column header respectively. There is no association between the identity tag and the expenditure tag, so there is no need to set a misalignment restriction on the fixed units corresponding to the two. There is an association between the expenditure tag and the account tag, therefore, a misalignment restriction needs to be imposed on the two. It can be understood that the misalignment restriction is set between the two fixed units, and multiple misalignment restrictions can be set for the same fixed unit.

[0033] Preferably, the step S30 further includes: S340: Setting a horizontal title submodule and a vertical title submodule in the generating module, and associating the fixed unit and the free unit to the horizontal title submodule and the vertical title submodule; When a report needs to be constructed, the fixed unit and / or the free unit is clicked to the horizontal title submodule and / or the vertical title submodule, so that the stand-by data can be located and indexed through the units where the horizontal title submodule and / or the vertical title submodule exist, thereby forming a report.

[0034] By performing data cleaning on the original data to form the stand-by data, the accuracy of the subsequent reports generated based on the stand-by data can be ensured; through the time label, the identity label, the attribute label, the department label and the main attribute label corresponding to the stand-by data, the index path associated with the stand-by data is extracted, and the user only needs to select the index path to automatically complete the report generation work. Compared with the manual report making method, it effectively improves the efficiency of report making, improves the accuracy of the report, and avoids the human errors caused by manual tabulation.

[0035] See also Figure 2The second embodiment of the present invention provides a report generation system, which is applied to the report generation method described in the above embodiment, and will not be repeated here. As used below, the terms "module", "unit", "subunit" and the like can be a combination of software and / or hardware that implements a predetermined function. Although the apparatus described in the following embodiments is preferably implemented in software, the implementation of hardware, or a combination of software and hardware, is also possible and conceivable.

[0036] The system comprises: The processing module 10 is used to obtain a number of raw data from different databases, obtain a label set corresponding to the raw data, the label set includes a time label, an identity label and an attribute label, and perform data cleaning on the raw data based on the label set to obtain stand-by data, the label set corresponding to the stand-by data; The processing module 10 comprises: A first unit is used to select a plurality of first intermediate data from a plurality of the original data based on the identity tag, and select a plurality of second intermediate data from a plurality of the first intermediate data based on the attribute tag; A second unit is used to sort the plurality of second intermediate data based on the time tag, and determine whether the second intermediate data is abnormal data; The second unit is further configured to construct a threshold range using a plurality of the second intermediate data, and compare the second intermediate data with the threshold range; if the second intermediate data is not within the threshold range, the second intermediate data is determined to be abnormal data; A third unit is used to determine the second intermediate data as stand-by data if the second intermediate data is not abnormal data; A fourth unit is configured to generate replacement data if the second intermediate data is abnormal data, and determine the replacement data as stand-by data; The fourth unit is further configured to select two second intermediate data adjacent to the abnormal data as reference data through the time tag; and generate replacement data based on the average of the two reference data; A query module 20, used to generate a department tag corresponding to the identity tag, and to generate a main attribute tag corresponding to the attribute tag; The query module 20 includes: A fifth unit is used to compare the identity tag with the department information database to select a department tag from the department information database; The sixth unit is used to compare the attribute label with a preset word library to select a main attribute label from the preset word library; A generation module 30, configured to construct a generation module based on the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag, and to construct a report based on the generation module; The generating module 30 comprises: A seventh unit is used to construct candidate units corresponding to the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag respectively; An eighth unit, configured to separate the to-be-selected unit into a fixed unit and a free unit based on the association relationship among the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag; The eighth unit is also used to compare the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag in pairs; if there is no association relationship between a certain tag and any other tag, the candidate unit corresponding to the tag is selected as a free unit; if there is an association relationship between a certain tag and another tag, the candidate units corresponding to the two tags are selected as fixed units; A ninth unit is used for setting a dislocation limit for the fixed unit, and combining the free unit and the fixed unit after the dislocation limit is set into a generation module; The ninth unit is further used to determine whether there is an association relationship between the tags corresponding to the two fixed units, and if there is an association relationship between the tags corresponding to the two fixed units, add a dislocation restriction to the two fixed units to restrict the two fixed units from being selected as row headers and column headers respectively; Preferably, the generating module 30 further includes: The tenth unit is used to set a horizontal title submodule and a vertical title submodule in the generating module, and associate the fixed unit and the free unit with the horizontal title submodule and the vertical title submodule.

[0037] The present invention also provides a computer, comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the processor implements the report generation method as described in the above technical solution when executing the computer program.

[0038] The present invention also provides a storage medium on which a computer program is stored. When the computer program is executed by a processor, the report generation method described in the above technical solution is implemented.

[0039] In the description of this specification, the description with reference to the terms "one embodiment", "some embodiments", "examples", "specific examples", or "some examples" means that the specific features, structures, materials or characteristics described in conjunction with the embodiment or example are included in at least one embodiment or example of the present invention. In this specification, the schematic representation of the above terms does not necessarily refer to the same embodiment or example. Moreover, the specific features, structures, materials or characteristics described may be combined in any one or more embodiments or examples in a suitable manner.

[0040] The above-mentioned embodiments only express several implementation methods of the present invention, and the description thereof is relatively specific and detailed, but it cannot be understood as limiting the scope of the patent of the present invention. It should be pointed out that, for ordinary technicians in this field, several variations and improvements can be made without departing from the concept of the present invention, which all belong to the protection scope of the present invention. Therefore, the protection scope of the patent of the present invention shall be subject to the attached claims.

Claims

1. A report generation method, characterized in that: The following steps are involved: Acquire a number of raw data from different databases, acquire a label set corresponding to the raw data, the label set including a time label, an identity label, and an attribute label, perform data cleaning on the raw data based on the label set to acquire standby data, the label set corresponding to the standby data; Generate a department tag corresponding to the identity tag, and generate a main attribute tag corresponding to the attribute tag; A generation module is constructed based on the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag, and a report is constructed based on the generation module.

2. The report generation method according to claim 1, characterized in that: The step of performing data cleaning on the original data based on the tag set to obtain data to be used comprises: Selecting a plurality of first intermediate data from a plurality of the original data based on the identity tag, and selecting a plurality of second intermediate data from a plurality of the first intermediate data based on the attribute tag; sorting the plurality of second intermediate data based on the time tags, and determining whether the second intermediate data is abnormal data; If the second intermediate data is not abnormal data, determining it as stand-by data; If the second intermediate data is abnormal data, replacement data is generated, and the replacement data is determined as stand-by data.

3. The report generation method according to claim 2, characterized in that: The step of determining whether the second intermediate data is abnormal data comprises: constructing a threshold range by using a plurality of the second intermediate data, and comparing the second intermediate data with the threshold range; If the second intermediate data is not within the threshold range, determining it as abnormal data; The step of generating replacement data comprises: Selecting two second intermediate data adjacent to the abnormal data as reference data by using the time tag; The replacement data is generated based on the average of the two reference data.

4. The report generation method according to claim 1, characterized in that: The step of generating a department tag corresponding to the identity tag and generating a main attribute tag corresponding to the attribute tag comprises: comparing the identity tag with a department information database to select a department tag from the department information database; The attribute tag is compared with a preset word library to select a main attribute tag from the preset word library.

5. The report generation method according to claim 1, characterized in that: The step of constructing a generation module based on the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag comprises: Respectively constructing the candidate units corresponding to the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag; Based on the association relationship between the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag, the to-be-selected unit is divided into a fixed unit and a free unit; A misalignment limit is set for the fixed unit, and the free unit and the fixed unit after the misalignment limit is set are combined into a generation module.

6. The report generation method according to claim 5, characterized in that: The step of dividing the selected unit into fixed units and free units based on the association relationship among the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag comprises: Perform correlation comparison between the time tag, the identity tag, the attribute tag, the department tag, and the main attribute tag; If there is no association relationship between a certain label and any other label, the candidate unit corresponding to the label is selected as a free unit; If there is an association relationship between a certain label and another label, the candidate units corresponding to the two labels are all selected as fixed units.

7. The report generation method according to claim 5, characterized in that: The step of setting the misalignment limit for the fixing unit is specifically as follows: It is determined whether there is an association relationship between the tags corresponding to the two fixed units. If there is an association relationship between the tags corresponding to the two fixed units, a dislocation restriction is added to the two fixed units to restrict the two fixed units from being selected as row headers and column headers respectively.

8. The report generation method according to claim 5, characterized in that: After the step of setting a misalignment limit for the fixed unit and combining the free unit and the fixed unit after the misalignment limit is set into a generation module, the step further includes: A horizontal title submodule and a vertical title submodule are set in the generating module, and the fixed unit and the free unit are both associated with the horizontal title submodule and the vertical title submodule.

9. A report generation system, applied to the report generation method according to any one of claims 1 to 8, characterized in that: The system comprises: A processing module, used to obtain a number of raw data from different databases, obtain a label set corresponding to the raw data, the label set including a time label, an identity label and an attribute label, and perform data cleaning on the raw data based on the label set to obtain stand-by data, the label set corresponding to the stand-by data; A query module, used to generate a department tag corresponding to the identity tag, and generate a main attribute tag corresponding to the attribute tag; A generation module is used to construct a generation module based on the time tag, the identity tag, the attribute tag, the department tag and the main attribute tag, and to construct a report based on the generation module.

10. A computer comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, characterized in that: When the processor executes the computer program, the report generating method according to any one of claims 1 to 8 is implemented.

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