Design method for solving floating line of data report
By designing reports that support full table pasting and one-click import in Excel, automatic addition of floating rows and automatic display of data is achieved, solving problems such as large workload in report compilation and ineffective management in the existing technology, and improving operational experience and data support capabilities.
Patent Information
- Application Number
- CN202311489990.5
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2023-11-10
- Publication Date
- 2025-05-13
AI Technical Summary
In the financial budget management of the existing technology, the workload of report preparation is large, the data reusability is poor, the management lacks effectiveness, pre-warning and prediction cannot be carried out, and the amount of information interaction is low, so it needs to be done manually.
It uses Excel to design reports, supports full table pasting and one-click import. Through the quick design of table samples, row and column type settings and batch settings of report formulas, automatic addition of floating rows and automatic display of data is achieved.
It reduces the workload of querying data, improves the operation experience, meets the dynamic needs of users, and provides data support for superior decisions.
Smart Images

Figure CN119990080A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the technical field of data management intelligent analysis, and more specifically to a design method for solving floating rows in data reports. Background Art
[0002] With the continuous improvement of the informationization and intelligence of financial budget management, enterprises must strengthen internal management and use the statistics and analysis of data to respond to market changes. Reports are the main form of enterprise data presentation and the main means for departments to grasp dynamic information. The design of floating reports is to improve the flexibility of report definition, to a certain extent realize more complex report customization functions, and have good scalability, which can effectively reduce the user's later maintenance workload and meet the dynamic needs of enterprise leaders.
[0003] In actual work, the preparation of reports is generally completed under manual control and coordination using various query and calculation tools and spreadsheet creation programs. Each branch regularly fills in pre-designed reports on financial and customer conditions, and then prints and submits them to the head office. This has the following shortcomings: (1) The workload is large, data reusability is poor, and the tasks are arduous.
[0004] (2) Management lacks effectiveness, and higher-level units are unable to effectively manage and supervise grassroots units.
[0005] (3) The report data is limited to post-analysis and has no pre-warning and prediction capabilities.
[0006] (4) The amount of information interaction is low, the data are all independent, and a large amount of information interaction needs to be done manually.
[0007] Therefore, it is necessary to propose a design method for floating rows in data reports to solve the above problems. Summary of the invention
[0008] In combination with the technical background and existing problems introduced above, the technical solution for achieving the first purpose of the present invention is: a simple and fast report design form, including quick design of table samples, row and column type settings, and batch setting of report formulas, based on the form of Excel design reports and support for full-table pasting and one-click import of reports.
[0009] In order to achieve the above-mentioned purpose, the present invention specifically adopts the following technical solutions: A design method for solving floating rows in a data report includes the following steps: Report template design: Use Excel to design reports, support full-table pasting and one-click import of reports.
[0010] Row and column type settings: Mark the row and column types for the designed table, mainly including header, title, row number, text, floating, etc. If the type of a row is floating, mark the row as the row that needs to float, so that the setting of indefinite rows in the report can be realized.
[0011] Batch setting of report formulas: Set row and column formulas for the rows of the set completion type. The formula of a specific cell is composed of a combination of row and column formulas. If the row where the formula is set is a floating row, all floating rows will inherit the cell formula of that row.
[0012] Furthermore, when designing a report, you can specify the row number as the "floating" type. According to the number of floating data, the report will automatically add corresponding rows.
[0013] Furthermore, the unique identifier of the report is used as the index of the floating data table, and the floating row number and floating module of the report are stored as a column of CLOB data in the Oracle database.
[0014] Furthermore, according to the floating module data and corresponding floating rows stored in Oracle, the floating data that has been set is automatically displayed when querying, summarizing and reviewing the report data. Beneficial Effects
[0015] The beneficial effects of the present invention are as follows: 1. The present invention reduces the workload of querying data and improves the operating experience through a convenient and easy-to-use report design form.
[0016] 2. The present invention satisfies the dynamic needs of users to the greatest extent by automatically setting the form of floating reports, and provides data support for superior decision-making. BRIEF DESCRIPTION OF THE DRAWINGS
[0017] Figure 1 It is a schematic diagram of the design process of the present invention. Implementation
[0018] 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 embodiments of the present invention, not all of the embodiments. Based on the embodiments of the present invention, all other embodiments obtained by ordinary technicians in this field without creative work are within the scope of protection of the present invention.
[0019] Please refer to Figure 1, a design method for solving the floating row of a data report includes the following steps: (1) Row and column type setting: Mark the row and column types of the designed table, mainly including table header, title, row number, text, floating, etc. If the type of a row is floating, mark the row as the row that needs to float, so that the setting of indefinite rows in the report can be realized.
[0020] (2) Setting of floating rows: When designing a report, the staff can specify the rows as "floating" type. The report compiler can set the floating operation by right-clicking on the floating row and specify the floating data of the row. Based on the number of floating data, the report will automatically add the corresponding rows.
[0021] (3) Batch setting of report formulas: Set row and column formulas for the rows of the set completion type. The formula of a specific cell is composed of a combination of row and column formulas. If the row for which the formula is set is a floating row, all floating rows will inherit the cell formula of that row.
[0022] (4) Storage of floating modules: After the report floating data is set, the report floating row number and floating module are stored as a column of CLOB data in the Oracle database by using the report's unique identifier as the index of the floating data table.
[0023] (6) Floating module echo: Based on the floating module data and corresponding floating rows stored in Oracle, the floating data that has been set will be automatically displayed when the user queries, summarizes, and reviews the report data.
[0024] The above are only preferred embodiments of the present invention and are not intended to limit the present invention. The patent protection scope of the present invention shall be based on the claims. All equivalent structural changes made using the contents of the description and drawings of the present invention should also be included in the protection scope of the present invention.
Claims
1. A design method for solving floating rows in data reports, characterized in that: include: (1) Report data maintenance: The report data maintained by the report creator mainly includes basic settings such as report code, name, type, and display format.
2. (2) Report template maintenance: Design report styles by pasting or importing reports.
3. (3) Row and column type settings: Mark the row and column types for the designed report sample. You can set the floating area of the report by marking the "floating" type.
4. (4) Report formula maintenance: Set row and column formulas for the designed report. Through the cross-row and column cell formulas, the formulas of the floating rows will act on the floating area.
5. (5) Report preparation: After the report creator has maintained the report information, he / she can send the report to the report preparer through the publish function. The report preparer can right-click on the floating row to set the floating data. The system will automatically add the corresponding rows according to the amount of data to complete the floating operation of the report.
6. (6) Floating data echo: For a completed floating report, the report creator can echo the floating data compiled by viewing the report data, supporting the printing, summarization and review operations of the floating data.
7. A design method for solving floating rows in data reports according to claim 1, characterized in that: Mark the row and column types for the designed table, mark the row as the one that needs to float, and implement the setting of indefinite rows in the report.
8. A design method for solving floating rows in data reports according to claim 1, characterized in that: Set the row and column formulas for the rows of the completed type. The formulas for specific cells are composed of the row and column formulas. If the row for which the formula is set is a floating row, all floating rows will inherit the cell formula of that row.