Multi-dimensional report management method and system
Through the multi-dimensional report management method and the automated data collection and report generation process of the system, the problems of high communication costs and long implementation cycles in the existing form design methods are solved, and the efficiency and flexibility of report generation and maintenance are improved.
Patent Information
- Application Number
- CN202510118077.7
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-01-24
- Publication Date
- 2025-05-23
AI Technical Summary
The existing enterprise form design methods have problems such as high communication costs, long implementation cycles, poor flexibility and low configurability, and it is difficult to quickly respond to corporate business changes and market demand.
Using multi-dimensional report management methods and systems, through automated data source collection, report type determination, report maintenance request triggering, report generation and correction, the form design process is simplified and report generation and maintenance efficiency is improved.
It significantly improves the flexibility, accuracy and efficiency of report generation and maintenance, reduces development costs and cycles, and enables enterprises to respond quickly to business changes and market demand.
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Figure CN120029998A_ABST
Abstract
Description
Technical Field
[0001] The present invention relates to the technical field of data reports, and in particular to a multidimensional report management method and a multidimensional report management system. Background Art
[0002] Since the beginning of the 21st century, the rise of the knowledge economy and the rapid development of computer technology have completely overturned the traditional way of business operations. Computers have become an indispensable and important tool in modern enterprise management, promoting the full arrival of enterprise informatization. In the context of globalization, digitization and networking, enterprises have gradually realized that only by improving management level and competitiveness through information technology can they remain invincible in the ever-changing market environment.
[0003] The core of the enterprise information management system is to digitize the various business processes of the enterprise through information technology, and to achieve data sharing and transmission between different organizational members to serve the various business goals of the enterprise. These processes cover aspects such as enterprise production, material flow, transaction processing, capital operation and customer interaction. By digitally managing these business activities, enterprises can more effectively collect, process and analyze information, provide managers with real-time business dynamics, support more efficient decision-making and resource allocation, enhance the ability of enterprises to respond to market changes, and pursue greater economic benefits.
[0004] In enterprise information management, forms are a very critical link. Their purpose is to achieve efficient information transmission and management within the enterprise through structured data entry and circulation. Different industries and enterprises have different requirements for forms. Their design not only needs to consider the beauty and ease of use of data display, but also needs to meet complex interaction requirements and support effective circulation between departments within the enterprise. The design of a form is usually divided into two parts: layout and data processing. The former determines the display structure of the data, and the latter is responsible for maintaining the input and processing of various types of data in the form. However, form data is not limited to simple text input, and often involves a variety of complex data types, such as date selection, drop-down options, and file uploads. These requirements increase the difficulty of form design.
[0005] At present, enterprise form design generally adopts customized development to meet its complex needs. Specifically, customers need to describe business requirements first, and then developers understand and analyze these requirements, and then write code, deploy the system, and carry out customized development. This traditional form development method has many problems. First, the communication cost is extremely high. The communication between enterprise managers and developers often takes a lot of time to ensure the accuracy of the understanding of requirements. Secondly, the implementation cycle is long, involving multiple links such as compilation, deployment and testing, which often consumes a lot of manpower and time. In addition, these forms usually lack flexibility and configurability, and cannot quickly respond to changes and expansion needs of enterprise business. Therefore, how to simplify the form design process, reduce the cost of customized development, and improve the flexibility and scalability of the system has become an urgent problem to be solved. Summary of the invention
[0006] The purpose of the embodiments of the present invention is to provide a multi-dimensional report management method and system to at least solve the problems of poor flexibility and low configurability in the existing data form organization.
[0007] In order to achieve the above-mentioned purpose, the first aspect of the present invention provides a multidimensional report management method, which includes: collecting data to be sorted based on the set data source, and determining the report type based on the data type of the data to be sorted; triggering a report maintenance request based on the determined report type, and calling the data report to be maintained based on the report maintenance request; based on the data report to be maintained and the data to be sorted, executing corresponding data report generation to obtain an initial data report; pushing the initial data report to the management end, and based on the management end, recovering the design information of the initial data report, performing corrections on the initial data report based on the design information, and executing data report storage; based on the stored data report, performing report data content monitoring through the treasurer, and pushing the monitoring information in real time.
[0008] Optionally, the method further includes: based on the permission setting of the management end, implementing hierarchical access to the report content by users of different roles; supporting real-time synchronization and cross-platform calls of data by integrating with a third-party system; wherein the third-party system is an ERP system and / or a financial system.
[0009] Optionally, the data to be sorted is collected based on the set data source, including: based on the springboot+springcloud microservice architecture, dynamically configuring the set data source, and executing each database connection; after completing the connection with each database, the data to be sorted is collected based on preset timing rules or user search targets.
[0010] Optionally, the determination of the report type based on the data type of the data to be sorted includes: judging the data type of the current data based on the data attributes of the data to be sorted; wherein the data types are new report data and updated data; if the current data type is new report data, extracting the corresponding data report template based on the new report data as the determined report type; if the current data type is updated data, calling the corresponding data report to be maintained based on the data attributes of the data to be sorted as the determined report type; extracting the corresponding data report template based on the new report data includes: identifying the data features of the new report data, and matching the template in a pre-built data report template library based on the data features. to obtain a plurality of candidate templates; wherein the data features include any one or more of data structure, field type, data distribution and statistical information; to evaluate the degree of compatibility between each candidate template and the data features of the current new report data, and to use the candidate template with the highest degree of compatibility as the extracted data report template; the triggering of a report maintenance request based on the determined report type includes: if the current data type is new report data, the triggered report maintenance request is a report design request; if the current data type is update data, the triggered report maintenance request is a report information maintenance request; wherein the report maintenance request includes: a report data maintenance request, a report type maintenance request and a report authority maintenance request.
[0011] Optionally, based on the data report to be maintained and the data to be sorted, corresponding data report generation is executed to obtain an initial data report, including: if the current report maintenance request is a report design request, header field generation is executed in the extracted data report template based on the new report data, and corresponding data report filling is executed based on the new report data, and the filled data report is used as the initial data report; if the current report maintenance request is a report information maintenance request, the corresponding maintenance target is determined based on the update data, and the maintenance target update is executed based on the update data, and the updated data report is used as the initial data report; the determination of the corresponding maintenance target based on the update data and the execution of the maintenance target update based on the update data include: if the update data is report content update data, a report data maintenance request is triggered, the data to be maintained is extracted based on the storage location of the data report to be maintained, and the data replacement of the corresponding location is executed based on the update data; if the update data is report type update data, a report type maintenance request is triggered, and a report type change is executed based on the report type update information; if the update data is report permission update data, a report permission maintenance request is triggered, and report permission modification is executed based on the report permission update data.
[0012] Optionally, the initial data report is pushed to the management end, and the design information of the initial data report is recovered based on the management end, the initial data report is modified based on the design information, and the data report is entered into the warehouse, including: pushing the initial data report to the management end, and performing identity authentication on the user who triggers the report maintenance request based on the management end; after the identity authentication is passed, the administrator's confirmation information or correction information is recovered based on the supervision end as the design information of the initial data report; if the current information is confirmation information, it is directly entered into the warehouse based on the initial data report; if the current information is correction information, the initial data report is modified based on the correction information, and the data report is entered into the warehouse.
[0013] Optionally, the treasurer monitors the report data content based on the data report received, and pushes the monitoring information in real time, including: determining the monitoring type information based on the data report received; matching the corresponding monitoring rules based on the determined monitoring type information, and executing the monitoring rules to read the monitoring target information in real time; after identifying abnormal information, triggering the corresponding early warning rules.
[0014] Optionally, based on the determined monitoring type information, the corresponding monitoring rules are matched, and the monitoring rules are executed to read the monitoring target information in real time, including: based on the monitoring type information, matching rules in the monitoring rule library to obtain a rule set related to the monitoring target; determining the monitoring period and monitoring frequency based on the rule set, and monitoring the changes in the report data content in real time; parsing the reading results of the monitoring target information and generating a monitoring report; when abnormal information is detected during the monitoring process, triggering an early warning process based on the abnormality level; wherein, if the abnormality level is low, an alarm message is generated and pushed to a designated user; if the abnormality level is medium, an automatic correction mechanism is triggered to correct the recoverability problem, and the administrator is notified at the same time; if the abnormality level is high, immediately terminate the use rights of the relevant data reports, notify all relevant users, and record event logs for subsequent analysis.
[0015] The second aspect of the present invention provides a multidimensional report management system, which includes: a collection unit, which is used to collect data to be sorted based on a set data source, and determine the report type based on the data type of the data to be sorted; a request unit, which is used to trigger a report maintenance request based on the determined report type, and call the data report to be maintained based on the report maintenance request; a maintenance unit, which is used to generate a corresponding data report based on the data report to be maintained and the data to be sorted, and obtain an initial data report; a warehousing unit, which is used to push the initial data report to the management end, and based on the management end, recover the design information of the initial data report, perform corrections on the initial data report based on the design information, and execute data report warehousing; a monitoring unit, which is used to perform report data content monitoring through the treasurer based on the data report entered into the warehouse, and push the monitoring information in real time.
[0016] On the other hand, the present invention provides a computer-readable storage medium, on which instructions are stored, which, when executed on a computer, enable the computer to execute the above-mentioned multi-dimensional report management method.
[0017] Through the above technical scheme, the scheme of the present invention significantly improves the efficiency of data report generation and maintenance in enterprise information management through automated data source collection, report type determination, report maintenance request triggering, and report generation and correction. First, based on the data source setting and data type judgment, the report type is automatically determined, simplifying the complex form design process. Subsequently, by automatically triggering the report maintenance request and executing the generation of the data report and the confirmation and correction on the management side, the entire report generation process is automated, reducing manual intervention and communication costs. In addition, through the review and correction on the management side, the accuracy and completeness of the report data are improved, while ensuring that the data before the report is stored meets the business requirements. On the whole, the technical scheme greatly improves the flexibility, accuracy and efficiency of report generation and maintenance, reduces development costs and cycles, and enables enterprises to respond to business changes and market demands more quickly.
[0018] Other features and advantages of the embodiments of the present invention will be described in detail in the following detailed description. BRIEF DESCRIPTION OF THE DRAWINGS
[0019] The accompanying drawings are used to provide a further understanding of the embodiments of the present invention and constitute a part of the specification. Together with the following specific embodiments, they are used to explain the embodiments of the present invention, but do not constitute a limitation on the embodiments of the present invention. In the accompanying drawings:
[0020] Figure 1 It is a flowchart of the steps of a multi-dimensional report management method provided by an embodiment of the present invention;
[0021] Figure 2 It is a system structure diagram of a multi-dimensional report management system provided by one embodiment of the present invention. DETAILED DESCRIPTION
[0022] The specific implementation of the present invention is described in detail below in conjunction with the accompanying drawings. It should be understood that the specific implementation described here is only used to illustrate and explain the present invention, and is not used to limit the present invention.
[0023] Figure 1 FIG. 1 is a flowchart of a multi-dimensional report management method provided by an embodiment of the present invention. Figure 1 As shown, an embodiment of the present invention provides a multi-dimensional report management method, the method comprising:
[0024] Step S10: Based on the sorting data collection, including: based on the springboot+springcloud microservice architecture, dynamically configure the set data source, and execute the connection with each database; after completing the connection with each database, collect the data to be sorted based on the preset timing rules or user search targets.
[0025] Furthermore, the report type is determined based on the data type of the data to be sorted, including: judging the data type of the current data based on the data attributes of the data to be sorted; wherein the data types are new report data and updated data; if the current data type is new report data, then extracting the corresponding data report template based on the new report data as the determined report type; if the current data type is updated data, then calling the corresponding data report to be maintained based on the data attributes of the data to be sorted as the determined report type.
[0026] Furthermore, the extracting of the corresponding data report template based on the new report data includes: identifying data features of the new report data, and performing template matching in a pre-built data report template library based on the data features to obtain multiple candidate templates; wherein the data features include any one or more of data structure, field type, data distribution and statistical information; evaluating the degree of fit between each candidate template and the data features of the current new report data, and using the candidate template with the highest degree of fit as the extracted data report template.
[0027] In an embodiment of the present invention, this scheme realizes dynamic configuration and management of data sources through the microservice architecture built by SpringBoot and SpringCloud. In the system, the data source can be different types of databases (such as MySQL, PostgreSQL, Oracle, etc.), which can be flexibly added, deleted or modified according to business needs. Through the dynamic configuration mechanism of SpringCloud, the system can execute connections with various databases to support multiple data sources. After completing the database connection, based on the preset timing rules or the search targets specified by the user, the data to be sorted is collected from each database. This dynamic data collection method can not only effectively support multiple databases, but also perform flexible data capture according to different business needs, which significantly improves the flexibility and efficiency of data collection.
[0028] Furthermore, after completing data collection, the next step is to determine the report type based on the collected data. The present invention determines the data type of the current data based on the data attributes of the data to be sorted. Specifically, the data type can be divided into two categories: new report data and updated data:
[0029] 1) If the current data type is new report data, a corresponding data report template is extracted based on the new report data as the determined report type.
[0030] 2) If the current data type is update data, the corresponding report of the data to be maintained is called based on the data attributes of the data to be sorted as the determined report type.
[0031] For new report data, the present invention adopts a template selection method based on data features. The data features of the new report data are identified, and template matching is performed in a pre-built data report template library based on the data features. The data features include but are not limited to data structure, field type, data distribution and statistical information. During the matching process, the system evaluates the degree of fit between each candidate template and the data features of the current new report data. The candidate template with the highest degree of fit will be selected as the extracted data report template. Through this automated template selection method, the present invention can quickly find the template that best meets the current data features among a large number of predefined templates, thereby ensuring the accuracy and practicality of report generation.
[0032] Based on the scheme of the present invention, the present invention realizes the dynamic configuration and management of data sources by utilizing the microservice architecture of SpringBoot and SpringCloud, significantly improving the flexibility and scalability of the system. In terms of data collection, through preset timing rules or user-defined search targets, data sources from multiple databases can be efficiently collected, improving the efficiency and accuracy of data collection.
[0033] Furthermore, in terms of determining the report type, the present invention realizes the automation and intelligence of the report generation process by automatically identifying the data type and selecting the corresponding report template, reducing the reliance on manual intervention and reducing the development and maintenance costs. In addition, the template matching method based on data features can ensure the selection of the most appropriate report template, thereby improving the quality of report generation and user experience.
[0034] Step S20: triggering a report maintenance request based on the determined report type, and calling a data report to be maintained based on the report maintenance request.
[0035] Specifically, the report maintenance request is triggered based on the determined report type, including: if the current data type is new report data, the triggered report maintenance request is a report design request; if the current data type is update data, the triggered report maintenance request is a report information maintenance request; wherein the report maintenance request includes: a report data maintenance request, a report type maintenance request and a report authority maintenance request.
[0036] In the embodiment of the present invention, according to the determined report type, the system will automatically trigger the corresponding report maintenance request. Specifically, the report type is determined based on the current data type:
[0037] 1) New report data: If the current data type is new report data, the report maintenance request triggered by the system is a report design request. The purpose of the report design request is to visually design and layout a new data set and generate a new report that meets business needs by selecting an appropriate report template.
[0038] 2) Update data: If the current data type is update data, the report maintenance request triggered by the system is a report information maintenance request. The main goal of the report information maintenance request is to update and maintain the existing report to keep its data content up to date and adapt to the dynamic changes of the business.
[0039] The report maintenance requests include the following categories:
[0040] 1) Report data maintenance request: used to maintain the data content in the report, including updating existing field information, adding or deleting data items, etc., to ensure that the data in the report can reflect the actual business situation in a timely manner.
[0041] 2) Report type maintenance request: used to maintain report type information. For example, after the business of an enterprise expands, the report type needs to be adjusted and updated to cover new business requirements.
[0042] 3) Report permission maintenance request: used to maintain report permission settings to ensure that different users can access corresponding reports according to their roles and permissions. For example, some reports with sensitive information may only be accessible to senior managers, while ordinary employees can only view limited content.
[0043] Furthermore, after a report maintenance request is triggered, the system will call the corresponding data report to be maintained based on the request. For new report data, the system will select a suitable template based on the design request and create a new report; for updated data, the system will call the existing report and update and adjust it according to the maintenance request. In this way, it can ensure that the company's data reports can dynamically adapt to business changes while minimizing human intervention.
[0044] Based on the scheme of the present invention, the method can automatically trigger the corresponding report maintenance request according to the data type, reduce the necessity of manual participation, improve the automation level of report management, and thus significantly reduce the workload and error rate of manual maintenance. Through the dynamic triggering of report design request and report information maintenance request, the system can automatically adjust the content and structure of the report according to the changes in business needs, so that the report can reflect the latest business dynamics in real time, and enhance the flexibility and adaptability of the report. The report data maintenance request can ensure that the data in the report is updated in time, avoid the problem of decision-making errors caused by data lag, thereby effectively ensuring the timeliness and accuracy of the data, and helping enterprises make scientific and reasonable decisions. Through the report permission maintenance request, the system can dynamically adjust the access rights of the report according to the user's role and authority, ensure the security and compliance of enterprise data, and avoid unnecessary leakage risks. The maintenance of traditional reports often requires the participation of professional developers, and the process is complicated and costly. The present invention greatly reduces the maintenance cost and improves the maintenance efficiency through the automated report maintenance request trigger mechanism, making enterprise management more intelligent and automated.
[0045] Step S30: Based on the data report to be maintained and the data to be sorted, corresponding data report generation is performed to obtain an initial data report.
[0046] Specifically, if the current report maintenance request is a report design request, the header field generation is performed in the extracted data report template based on the new report data, and the corresponding data report filling is performed based on the new report data, and the filled data report is used as the initial data report; if the current report maintenance request is a report information maintenance request, the corresponding maintenance target is determined based on the updated data, and the maintenance target update is performed based on the updated data, and the updated data report is used as the initial data report.
[0047] In an embodiment of the present invention, when the current report maintenance request is a report design request, it indicates that the system needs to design and generate new report data. First, the system generates header fields in the previously extracted report template based on the new report data. The generation of header fields is to automatically generate and layout the fields according to the characteristics of the new report data to ensure that the report content meets the business requirements. Then, the system performs a data filling process based on the new report data, fills the collected data into the corresponding table according to predetermined rules, and generates a filled data report. Finally, the filled data report is used as the initial data report for subsequent business management and analysis.
[0048] In one possible implementation, for the storage location selection and setting process in report management. First, name the report, and then choose to store the report locally (such as a disk or database) or in a third-party location (such as a cloud service) according to needs. For local storage, you need to select a report template, paging type, data sorting method, and thumbnails; for third-party storage, you need to fill in the storage link address, set the sorting, and select a thumbnail to facilitate identification and management of the report. The entire process is designed to standardize the storage and management of reports to ensure ease of use and efficient management of reports.
[0049] Furthermore, when the current report maintenance request is a report information maintenance request, it means that the system needs to update the data of the existing report. First, the system determines the target to be maintained based on the updated data. The maintenance target can be a specific field, row, or other report content. Then, the system performs an update operation on the maintenance target based on the updated data, fills the updated data into the corresponding position, and generates an updated data report. The updated data report will be used as the initial data report for further display, analysis, and decision support.
[0050] Based on the solution of the present invention, this method can automatically generate initial data reports based on new report data and updated data through automated report design and data filling processes, greatly reducing human intervention and the complexity of operations, thereby reducing the probability of errors. The automatic execution of report information maintenance requests enables the system to quickly update report content when business data changes, ensure the real-time and accuracy of data, help enterprises better respond to market changes, and support scientific decision-making. Through the automatic design of new report data and the update and maintenance of existing reports, the present invention effectively improves the flexibility and adaptability of reports, allowing the system to flexibly adjust the content and structure of reports according to business needs. The automatic generation and update of initial data reports not only significantly improves the efficiency and accuracy of report generation, but also improves the overall level of enterprise information management. Enterprise managers can quickly understand business dynamics based on real-time updated reports and make more accurate decisions.
[0051] Step S40: Push the initial data report to the management end, and based on the management end, collect the design information of the initial data report, modify the initial data report based on the design information, and store the data report in the database.
[0052] Specifically, the initial data report is pushed to the management end, and identity authentication is performed on the user who triggers the report maintenance request based on the management end; after the identity authentication is passed, the administrator's confirmation information or correction information is collected based on the supervision end as the design information of the initial data report; if the current information is confirmation information, it is directly entered into the database based on the initial data report; if the current information is correction information, the initial data report is corrected based on the correction information, and the data report is entered into the database.
[0053] In an embodiment of the present invention, the generated initial data report is pushed to the management end for further review and correction by the administrator. During the report push process, the system will perform identity authentication on the user who triggered the report maintenance request to ensure that the user has the corresponding authority. The purpose of identity authentication is to ensure that only authorized users can view and modify data reports to ensure data security and compliance. After the user identity authentication is passed, the management end will review the content of the report and provide confirmation or correction information.
[0054] 1) Confirmation information: If the administrator approves the content of the initial data report, the system will use the confirmation information as design information and directly store the initial data report in the database. The storage operation stores the data report in the database for subsequent query and use.
[0055] 2) Correction information: If the administrator finds that the report content needs to be modified, the management end will return the correction information as the design information of the initial data report. The system performs corresponding correction operations on the initial data report based on the correction information, and the corrected data report is then stored in the database to ensure that the stored data is a reviewed and improved version.
[0056] Based on the scheme of the present invention, through the administrator's identity authentication and confirmation mechanism, the system can effectively prevent unauthorized users from modifying data reports, ensuring the accuracy and integrity of the data. The administrator's review and correction operations further improve the quality of the report content, making the report information more authentic and reliable. The identity authentication mechanism ensures that only authorized users can operate on the data report, thereby ensuring the security of the system and preventing data leakage or malicious tampering. At the same time, the audit process on the management side also ensures that the report undergoes necessary security review before being stored, further ensuring the security of the data.
[0057] Step S50: Based on the data report stored in the warehouse, the treasurer performs report data content monitoring and pushes the monitoring information in real time.
[0058] Specifically, the monitoring type information is determined based on the stored data report; based on the determined monitoring type information, the corresponding monitoring rules are matched, and the monitoring rules are executed to read the monitoring target information in real time; after the abnormal information is identified, the corresponding warning rules are triggered.
[0059] Furthermore, based on the determined monitoring type information, the corresponding monitoring rules are matched, and the monitoring rules are executed to read the monitoring target information in real time, including: based on the monitoring type information, rule matching is performed in the monitoring rule library to obtain a rule set related to the monitoring target; based on the rule set, the monitoring period and monitoring frequency are determined to monitor the changes in the report data content in real time; the reading results of the monitoring target information are parsed and a monitoring report is generated; when abnormal information is detected during the monitoring process, an early warning process is triggered based on the abnormality level; wherein, if the abnormality level is low, an alarm message is generated and pushed to a designated user; if the abnormality level is medium, an automatic correction mechanism is triggered to correct the recoverability problem and the administrator is notified at the same time; if the abnormality level is high, the use rights of the relevant data reports are immediately terminated, all relevant users are notified, and event logs are recorded for subsequent analysis.
[0060] In the embodiment of the present invention, the treasurer performs report data content monitoring and pushes monitoring information in real time, which is an important means to effectively improve data quality and security. In actual operation, the treasurer's responsibilities are not only simple report monitoring, but also involve complex rule matching, exception handling, data tracing and other links. However, the traditional treasurer monitoring system has obvious shortcomings in the following aspects:
[0061] 1) Inaccurate rule matching: Due to the lack of a dynamic update mechanism in the rule base, there is a deviation between the monitoring rules and actual business needs, which affects the accuracy and timeliness of monitoring.
[0062] 2) Delayed exception handling: After detecting an anomaly, traditional systems often only provide static alarm information and are unable to respond quickly and take targeted processing measures, delaying the resolution of key issues.
[0063] 3) Insufficient monitoring granularity: Report monitoring is usually limited to basic verification of the overall data, and fails to delve into the specific attributes, distribution patterns and dynamic change trends of specific fields.
[0064] 4) Inflexible information push: The push form of monitoring results and abnormal information is single, lacking a hierarchical and scenario-based feedback mechanism, and unable to meet the needs of users with different roles.
[0065] In the solution of the present invention, improvements are made to the above-mentioned problems, and the intelligence and efficiency of report monitoring are improved by optimizing monitoring rule matching, introducing an abnormal level mechanism and flexible monitoring report generation.
[0066] 1) Determine the monitoring type information: Based on the stored report data, first analyze its business background and data type to extract the monitoring type information. For example, for financial statements, it can be determined that the content to be monitored includes income details, cost allocation, profit trends, etc.; for production reports, the monitoring content may include equipment operating status, production qualification rate, working hours distribution, etc. This step ensures the pertinence and accuracy of monitoring.
[0067] 2) Dynamic rule matching and execution: Based on the monitoring type information, the corresponding rule set is matched from the rule base. The rule base supports dynamic updates, allowing the monitoring rules to be adjusted according to business changes or historical data trends. For example, if the inventory turnover rate continues to fluctuate abnormally over a period of time, a new rule can be temporarily added for special monitoring. After matching the rule set, the monitoring cycle and frequency are further determined to ensure real-time tracking of changes in target data.
[0068] 3) Monitoring report generation and analysis: Analyze the data collected during the monitoring process and generate a structured monitoring report, including the trend of key indicators, detailed description of abnormal points and possible cause analysis. For example, a monitoring report of a procurement report can show the statistics of recent supplier delays and the impact on the overall delivery plan.
[0069] 4) Graded warning and response mechanism A flexible response mechanism is designed for different abnormal levels:
[0070] Low-level anomalies: If there is a slight data deviation, the system will generate a reminder message and push it to the report-related users, suggesting further verification.
[0071] Medium-level exceptions: If field data is missing or the formula is wrong, the automatic correction mechanism is triggered to fix the recoverability problem and notify the administrator for review.
[0072] High-level anomalies: If there are major data errors or illegal operations, the report usage rights will be suspended immediately, all relevant personnel will be notified, and the anomalies will be recorded in the event log for further analysis.
[0073] 5) Real-time information push: Monitoring results and abnormal information are pushed through multiple channels, including email, instant messaging, system notifications, etc. Customized information push is provided for different roles. For example, management can receive a concise overview of key indicators, while operators can receive detailed field abnormality descriptions.
[0074] Based on the solution of the present invention, the dynamic rule matching mechanism enhances the adaptability of monitoring to actual needs and significantly reduces missed reports and false alarms. The hierarchical early warning mechanism realizes the automation and efficiency of abnormal processing, greatly shortening the time from detection to processing. Detailed monitoring reports and event log records provide a basis for subsequent problem analysis and responsibility identification. The flexible information push method meets the personalized needs of different users for monitoring information and improves work efficiency. Figure 2 1 is a system structure diagram of a multi-dimensional report management system provided by an embodiment of the present invention. Figure 2 As shown, an embodiment of the present invention provides a multidimensional report management system, the system comprising: a collection unit, used to collect data to be sorted based on a set data source, and determine the report type based on the data type of the data to be sorted; a request unit, used to trigger a report maintenance request based on the determined report type, and call the data report to be maintained based on the report maintenance request; a maintenance unit, used to generate a corresponding data report based on the data report to be maintained and the data to be sorted, and obtain an initial data report; a warehousing unit, used to push the initial data report to the management end, and based on the management end, recover the design information of the initial data report, perform corrections on the initial data report based on the design information, and execute data report warehousing; a monitoring unit, used to perform report data content monitoring through the treasurer based on the stored data report, and push the monitoring information in real time.
[0075] The embodiment of the present invention further provides a computer-readable storage medium, on which instructions are stored, which, when executed on a computer, enable the computer to execute the above-mentioned xx.
[0076] Those skilled in the art will understand that all or part of the steps in the method for implementing the above-mentioned embodiments can be completed by instructing the relevant hardware through a program, and the program is stored in a storage medium, including several instructions for making a single-chip microcomputer, a chip or a processor (processor) perform all or part of the steps of the method described in each embodiment of the present invention. The aforementioned storage medium includes: U disk, mobile hard disk, read-only memory (ROM, Read-Only Memory), random access memory (RAM, Random Access Memory), disk or optical disk and other media that can store program codes.
[0077] The optional embodiments of the present invention are described in detail above in conjunction with the accompanying drawings. However, the embodiments of the present invention are not limited to the specific details in the above embodiments. Within the technical concept of the embodiments of the present invention, the technical scheme of the embodiments of the present invention can be subjected to a variety of simple modifications, and these simple modifications all belong to the protection scope of the embodiments of the present invention. It should also be noted that the various specific technical features described in the above specific embodiments can be combined in any suitable manner without contradiction. In order to avoid unnecessary repetition, the embodiments of the present invention will not further describe various possible combinations.
[0078] In addition, various embodiments of the present invention may be arbitrarily combined, and as long as they do not violate the concept of the embodiments of the present invention, they should also be regarded as the contents disclosed in the embodiments of the present invention.
Claims
1. A multi-dimensional report management method, characterized in that: The method comprises: Collect the data to be sorted based on the set data source, and determine the report type based on the data type of the data to be sorted; triggering a report maintenance request based on the determined report type, and calling a data report to be maintained based on the report maintenance request; Based on the data report to be maintained and the data to be sorted, generate the corresponding data report to obtain the initial data report; Pushing the initial data report to the management end, and based on the management end collecting the design information of the initial data report, modifying the initial data report based on the design information, and storing the data report; Based on the data reports received, the treasurer monitors the report data content and pushes the monitoring information in real time.
2. The method according to claim 1, characterized in that The method further comprises: Based on the permission settings on the management side, users with different roles can have hierarchical access to report content; By integrating with third-party systems, it supports real-time synchronization and cross-platform calls of data; The third-party system is an ERP system and / or a financial system.
3. The method according to claim 1, characterized in that The collecting of data to be sorted based on the set data source includes: Based on the springboot+springcloud microservice architecture, dynamically configure the data source and execute the database connection; After completing the connection with each database, the data to be sorted is collected based on the preset time sequence rules or user search targets; The determining of the report type based on the data type of the data to be sorted includes: Based on the data attributes of the data to be sorted, determine the data type of the current data; where: The data types are New Report Data and Update Data; If the current data type is new report data, a corresponding data report template is extracted based on the new report data as the determined report type; If the current data type is update data, the corresponding report of the data to be maintained is called based on the data attributes of the data to be sorted as the determined report type.
4. The method according to claim 3, characterized in that The data report template corresponding to the new report data extraction includes: Identify data features of new report data, and perform template matching in a pre-built data report template library based on the data features to obtain multiple candidate templates; wherein, The data characteristics include any one or more of data structure, field type, data distribution and statistical information; Evaluate the degree of compatibility between each candidate template and the data features of the current new report data, and use the candidate template with the highest degree of compatibility as the extracted data report template; triggering a report maintenance request based on the determined report type includes: If the current data type is new report data, the triggered report maintenance request is a report design request; If the current data type is update data, the triggered report maintenance request is a report information maintenance request; The report maintenance request includes: Report data maintenance requests, report type maintenance requests, and report permission maintenance requests.
5. The method according to claim 4, characterized in that Based on the data report to be maintained and the data to be sorted, the corresponding data report generation is performed to obtain the initial data report, including: If the current report maintenance request is a report design request, the header fields are generated in the extracted data report template based on the new report data, and the corresponding data report is filled based on the new report data, and the filled data report is used as the initial data report; If the current report maintenance request is a report information maintenance request, a corresponding maintenance target is determined based on the updated data, and the maintenance target is updated based on the updated data, and the updated data report is used as the initial data report; The determining the corresponding maintenance target based on the update data, and performing maintenance target update based on the update data, includes: If the updated data is report content update data, a report data maintenance request is triggered, the data to be maintained is extracted based on the storage location of the data report to be maintained, and data replacement is performed at the corresponding location based on the updated data; If the updated data is report type update data, a report type maintenance request is triggered, and the report type change is performed based on the report type update information; If the updated data is report permission update data, a report permission maintenance request is triggered, and report permission modification is performed based on the report permission update data.
6. The method according to claim 1, characterized in that The method of pushing the initial data report to the management end, and collecting the design information of the initial data report based on the management end, and performing modification on the initial data report based on the design information, and storing the data report in the database includes: Push the initial data report to the management side, and perform authentication on the user who triggered the report maintenance request based on the management side; After the identity verification is passed, the administrator's confirmation information or correction information is collected based on the supervision end and used as the design information of the initial data report; If the current information is confirmed information, it will be directly stored in the database based on the initial data report; If the current information is revised information, the initial data report is revised based on the revised information, and the data report is stored in the database.
7. The method according to claim 1, characterized in that The data report based on the data entered into the warehouse is monitored by the treasurer for the content of the report data and the monitoring information is pushed in real time, including: Determine monitoring type information based on the data reports entered into the database; Based on the determined monitoring type information, the corresponding monitoring rules are matched, and the monitoring rules are executed to read the monitoring target information in real time; After abnormal information is identified, the corresponding warning rules are triggered.
8. The method according to claim 7, characterized in that The method of matching corresponding monitoring rules based on the determined monitoring type information, executing the monitoring rules, and reading monitoring target information in real time includes: Based on the monitoring type information, match the rules in the monitoring rule library to obtain the rule set related to the monitoring target; Determine the monitoring cycle and frequency based on the rule set, and monitor the changes in report data content in real time; Analyze the reading results of the monitoring target information and generate a monitoring report; When abnormal information is detected during monitoring, an early warning process is triggered based on the abnormal level; If the abnormal level is low, an alarm message is generated and pushed to the specified user; If the abnormality level is medium, the automatic correction mechanism is triggered to correct the recoverability problem and notify the administrator at the same time; If the abnormality level is high, the use rights of the relevant data reports will be terminated immediately, all relevant users will be notified, and the event log will be recorded for subsequent analysis.
9. A multidimensional report management system, characterized in that: The system comprises: A collection unit, used for collecting data to be sorted based on a set data source, and determining a report type based on a data type of the data to be sorted; A request unit, configured to trigger a report maintenance request based on a determined report type, and to call a data report to be maintained based on the report maintenance request; A maintenance unit, used to generate corresponding data reports based on the data reports to be maintained and the data to be sorted, and obtain an initial data report; The storage unit is used to push the initial data report to the management end, and based on the management end, recover the design information of the initial data report, perform corrections on the initial data report based on the design information, and perform storage of the data report; The monitoring unit is used to monitor the content of the report data based on the data report received, and push the monitoring information in real time through the treasurer.
10. A computer-readable storage medium, characterized in that: The computer-readable storage medium stores instructions, which, when executed on a computer, enable the computer to execute the multidimensional report management method described in any one of claims 1 to 8.