Financial directory Excel processing system supporting dynamic attribute configuration

Through the financial catalog Excel processing system that supports dynamic attribute configuration, the flexibility and automated operation problems of the financial data catalog are solved, the intelligent import and export process and the closed loop of the management process are realized, and the data processing efficiency and format consistency are improved.

CN120706389APending Publication Date: 2025-09-26FUJIAN BOSS SOFTWARE
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Patent Information

Application Number
CN202510870685.3
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2025-06-26
Publication Date
2025-09-26

AI Technical Summary

Technical Problem

In the existing technology, the Excel processing solution for financial data directories has poor flexibility and cannot adapt to dynamic attribute changes. It has parsing errors during import, confusing export formats, lacks automated operations, has a fragmented data management process, and cannot be adaptively rendered at the dictionary level.

Method used

A financial catalog Excel processing system that supports dynamic attribute configuration is designed, including a dynamic attribute configuration module, a data import module, a data export module and a catalog management module, to implement dynamic field type definition, merged cell parsing, automatic operation and multi-dimensional analysis.

Benefits of technology

It achieves flexibility and automation in Excel processing of fiscal catalogs, solves the problems of import parsing errors and export format confusion, forms a closed-loop process for data management, and improves operational efficiency and data adaptability.

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Abstract

The invention relates to a financial directory Excel processing system supporting dynamic attribute configuration, and the system comprises a dynamic attribute configuration module which is used for defining the type of a directory field, a verification rule and a dictionary association relation, and setting a unique identifier for the directory field; the data import module is used for analyzing the multi-Sheet page Excel containing the merging cells, configuring and splitting data according to dynamic attributes and automatically executing newly adding or modifying operation; the data export module is used for performing cell merging on rows with the same content according to a merging starting column configured by dynamic attributes, and dynamically generating double headers and a drop-down box; and the directory management module is used for realizing data classification, subscription sharing and multi-dimensional statistical analysis.
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Description

Technical Field

[0001] The present invention relates to the technical field of data automation management, in particular to a financial catalog Excel processing system supporting dynamic attribute configuration. Background Art

[0002] With the continued growth of fiscal data resources, the need for efficient classification, dynamic management, and rapid import and export operations for data catalogs is becoming increasingly urgent. Currently, this field primarily relies on the following two technical solutions, both of which have significant limitations: First, traditional Excel data processing solutions use fixed templates. When dynamic attributes are added to the fiscal catalog, the templates need to be redeveloped, resulting in poor flexibility and high maintenance costs. Importing data cannot parse the original row and column relationships of merged cells, leading to data splitting errors or loss of associations. Exporting data lacks an intelligent merging mechanism, requiring manual merging of formats, and prone to formatting issues such as the number of merged rows in the latter column exceeding the number of rows in the former. Importing data requires manual judgment of new or modified operations, and dictionary items cannot be automatically associated. Exporting data requires manual maintenance of the drop-down box content, which cannot be adaptively rendered at the dictionary level, resulting in low operational efficiency and prone to errors. Second, standardized data management systems lack deep integration with dynamic attribute configuration and cannot adjust import and export logic in real time based on attribute changes. Functional modules such as catalog creation, subscription sharing, and statistical analysis are independent, lacking a closed-loop management process, leading to delayed data updates. Summary of the Invention

[0003] In order to solve the above problems in the prior art, the present invention proposes a financial catalog Excel processing system that supports dynamic attribute configuration.

[0004] The technical solutions of the present invention are as follows:

[0005] In one aspect, the present invention provides a financial catalog Excel processing system supporting dynamic attribute configuration, comprising:

[0006] Dynamic attribute configuration module, used to define the type, validation rules and dictionary association of directory fields, and set unique identifiers for directory fields;

[0007] The data import module parses multi-sheet Excel files containing merged cells, splits the data according to dynamic attribute configuration, and automatically performs addition or modification operations;

[0008] The data export module merges cells in rows with the same content according to the merge start column configured by dynamic attributes, and dynamically generates double headers and drop-down boxes;

[0009] The catalog management module enables data classification, subscription sharing, and multi-dimensional statistical analysis.

[0010] As a preferred embodiment, the steps of parsing a multi-sheet Excel with merged cells, splitting data according to dynamic attribute configuration, and automatically performing new or modified operations are as follows:

[0011] Parse multi-sheet Excel data with merged cells, split it by row and associate it with pre-configured dynamic attributes;

[0012] Automatically match data classification according to directory type;

[0013] If the field is configured as a dictionary association type, the target dictionary item is automatically matched;

[0014] Execute the add or modify operation based on the unique identifier of the data.

[0015] As a preferred embodiment, the steps of parsing multi-sheet Excel data containing merged cells, splitting by rows and associating pre-configured dynamic attributes are as follows:

[0016] Identify the merged area, extract the original row and column coordinates, split it into independent data rows and inherit the associated properties before the merge.

[0017] As a preferred embodiment, the steps of merging cells of rows with the same content according to the dynamic attribute configuration of the merged starting column and dynamically generating double headers and drop-down boxes are as follows:

[0018] Generate double headers based on dynamic attribute configuration and dynamically merge the first row of headers;

[0019] According to the user-configured merge start column, detect data in the same column with the same dynamic attribute configuration content and merge the cells;

[0020] Add a drop-down box for dictionary fields and choose direct rendering or formula linking according to the number of dictionary items.

[0021] As a preferred embodiment, the steps of detecting data in the same column with the same dynamic attribute configuration content and merging cells according to the user-configured merging starting column need to set constraints, specifically:

[0022] Traverse each column after the merge start column, and perform the merge only when the content of the column and its adjacent rows are consistent and the number of rows merged by the subsequent columns cannot be greater than the number of rows merged by the previous columns.

[0023] As a preferred embodiment, the types of the directory definition fields include text, numbers and dates.

[0024] As a preferred implementation, the dynamic attribute configuration further includes whether the directory field is required and a merge start column identifier.

[0025] As a preferred embodiment, the steps of implementing data classification, subscription sharing and multi-dimensional statistical analysis are specifically as follows:

[0026] Track the trend of changes in catalog size over time;

[0027] Compare the subscription success rate and sharing frequency of different categories;

[0028] Associate dynamic attribute configuration to generate field usage heat report.

[0029] On the other hand, the present invention proposes an electronic device comprising a memory, a processor and a computer program stored in the memory and executable on the processor, wherein when the processor executes the program, it implements a financial catalog Excel processing system supporting dynamic attribute configuration as described in any embodiment of the present invention.

[0030] On the other hand, the present invention provides a computer-readable storage medium having a computer program stored thereon, which, when executed by a processor, implements a fiscal catalog Excel processing system supporting dynamic attribute configuration as described in any embodiment of the present invention.

[0031] The present invention has the following beneficial effects:

[0032] 1. The present invention solves the problem that traditional fixed templates cannot adapt to dynamic changes in financial catalog fields through dynamic attribute configuration.

[0033] 2. The present invention solves the problem of import parsing errors and export format confusion caused by merging cells through intelligent cell merging processing.

[0034] 3. The present invention realizes the automation of the entire data operation process by dynamically configuring and splitting data and automatically executing the addition or modification operations.

[0035] 4. The present invention solves the problem of fragmented catalog management, subscription sharing, and statistical analysis processes through a financial catalog Excel processing system.

[0036] 5. The present invention solves the problem of excessively large export files or slow rendering caused by massive dictionary items by diverting the processing flow according to the drop-down box and dictionary level. BRIEF DESCRIPTION OF THE DRAWINGS

[0037] Figure 1 This is a system structure diagram of the present invention. DETAILED DESCRIPTION

[0038] The following will clearly and completely describe the technical solutions in the embodiments of the present invention in conjunction with the accompanying drawings. Obviously, the described embodiments are only part of the embodiments of the present invention, not all of the embodiments. All other embodiments obtained by ordinary technicians in this field based on the embodiments of the present invention without making any creative efforts shall fall within the scope of protection of the present invention.

[0039] It should be understood that the step numbers used herein are only for convenience of description and are not intended to limit the order in which the steps are to be executed.

[0040] It should be understood that the terms used in the present specification are only for the purpose of describing specific embodiments and are not intended to limit the present invention. As used in the present specification and the appended claims, the singular forms "a", "an" and "the" are intended to include the plural forms unless the context clearly indicates otherwise.

[0041] The terms “include” and “comprising” indicate the presence of described features, integers, steps, operations, elements and / or components, but do not preclude the presence or addition of one or more other features, integers, steps, operations, elements, components and / or groups thereof.

[0042] The term "and / or" refers to and includes any and all possible combinations of one or more of the associated listed items.

[0043] Example 1:

[0044] See also Figure 1 , a fiscal catalog Excel processing system supporting dynamic attribute configuration, including:

[0045] Dynamic attribute configuration module, used to define the type, validation rules and dictionary association of directory fields, and set unique identifiers for directory fields;

[0046] The data import module parses multi-sheet Excel files containing merged cells, splits the data according to dynamic attribute configuration, and automatically performs addition or modification operations;

[0047] The data export module merges cells in rows with the same content according to the merge start column configured by dynamic attributes, and dynamically generates double headers and drop-down boxes;

[0048] The catalog management module enables data classification, subscription sharing, and multi-dimensional statistical analysis.

[0049] As a preferred implementation of this embodiment, the steps of parsing a multi-sheet Excel file containing merged cells, splitting data according to dynamic attribute configuration, and automatically performing new or modified operations are as follows:

[0050] Parse multi-sheet Excel data with merged cells, split it by row and associate it with pre-configured dynamic attributes;

[0051] Automatically match data classification according to directory type;

[0052] If the field is configured as a dictionary association type, the target dictionary item is automatically matched;

[0053] Execute the add or modify operation based on the unique identifier of the data.

[0054] In this embodiment, the specific workflow of the data import module is as follows:

[0055] 1. Start importing;

[0056] 2. Get dynamic attribute configuration;

[0057] 3. Data parsing (data has diversity: dynamic attributes, different data types, etc.; and supports data parsing in merged formats; automatically corresponds to directory data in combination with dynamic attributes);

[0058] 4. Data assembly;

[0059] 5. Data import (automatically determine whether to add or modify based on the data, and automatically associate dictionary items if it is dictionary data).

[0060] As a preferred implementation of this embodiment, the steps of parsing multi-sheet Excel data containing merged cells, splitting by row and associating pre-configured dynamic attributes are specifically as follows:

[0061] Identify the merged area, extract the original row and column coordinates, split it into independent data rows and inherit the associated properties before the merge.

[0062] As a preferred implementation of this embodiment, the steps of merging cells of rows with the same content according to the dynamic attribute configuration of the merged starting column and dynamically generating a double header and a drop-down box are specifically as follows:

[0063] Generate double headers based on dynamic attribute configuration and dynamically merge the first row of headers;

[0064] According to the user-configured merge start column, detect data in the same column with the same dynamic attribute configuration content and merge the cells;

[0065] Add a drop-down box for dictionary fields and choose direct rendering or formula linking according to the number of dictionary items.

[0066] In this embodiment, the specific workflow of the data export module is as follows:

[0067] 1. Start exporting;

[0068] 2. Get dynamic attribute configuration (dynamic attributes configured by the user);

[0069] 3. Dynamically create header data (double headers, dynamic changes based on dynamic attributes, and dynamic merging of headers);

[0070] 4. Assemble different types of directory data;

[0071] 5. Unify the text format;

[0072] 6. Data rendering;

[0073] 7. Merge cells (for the set merge start column, merge the rows with the same content, and the number of rows merged in the subsequent columns cannot be greater than the number of rows merged in the previous columns, and it is required to comply with normal merge specifications)

[0074] 8. Dynamically set the drop-down information (for the dictionary items corresponding to the drop-down boxes with dynamic property settings, the amount of data is small, and the drop-down selection is set in the corresponding column in Excel; for others, such as those with a large number of departments, the drop-down function needs to be implemented through formula linking).

[0075] As a preferred implementation of this embodiment, the steps of detecting data in the same column with the same dynamic attribute configuration content and merging cells according to the user-configured merging starting column require setting constraints, specifically:

[0076] Traverse each column after the merge start column, and perform the merge only when the content of the column and its adjacent rows are consistent and the number of rows merged by the subsequent columns cannot be greater than the number of rows merged by the previous columns.

[0077] As a preferred implementation of this embodiment, the types of the defined directory fields include text, numbers and dates.

[0078] As a preferred implementation of this embodiment, the dynamic attribute configuration further includes whether the directory field is required and a merge start column identifier.

[0079] As a preferred implementation of this embodiment, the steps of implementing data classification, subscription sharing and multi-dimensional statistical analysis are specifically as follows:

[0080] Track the trend of directory size changes over time;

[0081] Compare the subscription success rate and sharing frequency of different categories;

[0082] Associate dynamic attribute configuration to generate field usage heat report.

[0083] In this embodiment, the data resource directory categorizes and manages various data resources according to financial data classification and grading standards. It supports flexible configuration of data resource directory categories and dynamic configuration of resource directory attributes. By configuring resource directory category permissions, editing permissions for the data resource directory are controlled, allowing authorized users to create data resource directories on demand. Once created, they can be published and exported. Successfully published data resource directories can be browsed and subscribed to.

[0084] The data resource directory supports browsing and subscription management, including viewing published data resource directories and related information. Users can subscribe to the data resource directory on demand and fill in relevant subscription application information. They can also view the circulation status of the subscription application. After the data resource directory subscription application is submitted, the business department responsible for the data resource directory will review the subscription application. If the review is passed, the data will be provided to the applicant through offline channels and the data sharing status will be registered.

[0085] Data resource directory sharing is the registration of data resource directory sharing applications by the Information Center. The data resource directory sharing applications are distributed to the relevant business departments according to the responsible business departments. The business departments select the corresponding data resource directory and return the selected data resource directory to the Information Center. The Information Center will feedback the relevant information to the applicant.

[0086] The data resource directory can analyze and display the data resource directory scale, data resource directory subscription status, and data resource directory sharing status according to different dimensions, including scale analysis, trend analysis, comparative analysis, etc., and can track detailed data.

[0087] In order to verify the effectiveness and superiority of the method provided in this embodiment, a specific experimental case is provided below:

[0088] Scenario 1: A city's Finance Bureau needs to manage more than 3,000 financial data resource directories, involving six major dynamic fields, such as budget and procurement.

[0089] First, configure the dynamic properties:

[0090] #Configuration example (field ID, field name, type, dictionary ID, merge start identifier)

[0091] {"field_id":"F003","name":"Expenditure Type","type":"dict","dict_id":"D_2023","merge_start":false}

[0092] {"field_id":"F007","name":"County","type":"text","merge_start":true}#Set as the merge start column

[0093] To manage the directory:

[0094] The user creates the "2023 Government Procurement Catalog" and associates it with dynamic attribute groups F003 and F007;

[0095] The system automatically generates a directory size trend chart (weight 10), which shows that the number of new directories has increased in the past three months.

[0096] Scenario 2: Import an Excel file containing a procurement catalog containing merged cells (Sheet 1 is for equipment procurement, and Sheet 2 is for service procurement).

[0097] Table 1: Purchase catalog Excel with merged cells

[0098] Districts and counties (merged) Expenditure Type Amount Fuzhou City (merge 2 lines) office equipment 50,000 120,000 Xiamen Technical Services 80000

[0099] The import process is as follows:

[0100] 1. Parse merged cells:

[0101] Split "Fuzhou City" into independent data rows, all of which inherit the attribute "County" = Fuzhou City;

[0102] Associated dynamic attribute: expenditure type → associated dictionary D_2023 (weight 2).

[0103] 2. Automated processing:

[0104] Automatic matching dictionary item: Office Equipment → D_2023_ID_08;

[0105] Determine based on the directory code: if the same code exists, modify it; otherwise, add a new one.

[0106] Scenario 3: Export statistical data of the "2023 Government Procurement Catalogue".

[0107] User Configuration:

[0108] Merge starting column: district and county;

[0109] The dynamic attribute group includes the following fields: Expenditure Type (associated dictionary D_2023, 50,000 entries).

[0110] Operation process:

[0111] 1. Generate double headers:

[0112] The first row header: ["Financial Data Directory","","Expenditure Details"] → merge cells A1-C1;

[0113] The second row header: ["District and County","Expenditure Type","Amount"];

[0114] 2. Smart Merge and Drop-down Box:

[0115] (1) Merge cells:

[0116] Detected that the district and county = Fuzhou City has three consecutive rows that are the same, merge A2:A4;

[0117] Check subsequent columns: When the expenditure type content is different, column B is not merged (the number of merged rows in the subsequent column ≤ the number of rows in the previous column).

[0118] (2) Drop-down box classification:

[0119] Expenditure type dictionary amount 50,000 > threshold → Set the formula in column B: =OFFSET(Dict!$A$1,0,0,COUNTA(Dict!$A:$A),1).

[0120] The above descriptions are merely embodiments of the present invention and are not intended to limit the patent scope of the present invention. Any equivalent structure or equivalent process transformation made using the contents of the present invention's description and drawings, or directly or indirectly applied in other related technical fields, are also included in the patent protection scope of the present invention.

Claims

1. A fiscal catalog Excel processing system supporting dynamic attribute configuration, characterized in that: include: Dynamic attribute configuration module, used to define the type, validation rules and dictionary association of directory fields, and set unique identifiers for directory fields; The data import module parses multi-sheet Excel files containing merged cells, splits the data according to dynamic attribute configuration, and automatically performs addition or modification operations; The data export module merges cells in rows with the same content according to the merge start column configured by dynamic attributes, and dynamically generates double headers and drop-down boxes; The catalog management module enables data classification, subscription sharing, and multi-dimensional statistical analysis.

2. A fiscal catalog Excel processing system supporting dynamic attribute configuration according to claim 1, characterized in that: The steps for parsing multiple Excel sheets with merged cells, splitting data according to dynamic attribute configuration, and automatically performing new or modified operations are as follows: Parse multi-sheet Excel data with merged cells, split it by row and associate it with pre-configured dynamic attributes; Automatically match data classification according to directory type; If the field is configured as a dictionary association type, the target dictionary item is automatically matched; Execute the add or modify operation based on the unique identifier of the data.

3. A fiscal catalog Excel processing system supporting dynamic attribute configuration according to claim 2, characterized in that: The steps for parsing multi-sheet Excel data with merged cells, splitting by row, and associating pre-configured dynamic attributes are as follows: Identify the merged area, extract the original row and column coordinates, split it into independent data rows and inherit the associated properties before the merge.

4. A fiscal catalog Excel processing system supporting dynamic attribute configuration according to claim 1, characterized in that: The steps of merging cells of rows with the same content according to the dynamic attribute configuration of the merge start column and dynamically generating double headers and drop-down boxes are as follows: Generate double headers based on dynamic attribute configuration and dynamically merge the first row of headers; According to the user-configured merge start column, detect data in the same column with the same dynamic attribute configuration content and merge the cells; Add a drop-down box for dictionary fields and choose direct rendering or formula linking according to the number of dictionary items.

5. The financial catalog Excel processing system supporting dynamic attribute configuration according to claim 1, characterized in that: When executing the steps of detecting data in the same column with the same dynamic attribute configuration content and merging cells according to the user-configured merge starting column, constraints must be set, specifically: Traverse each column after the merge start column, and perform the merge only when the content of the column and its adjacent rows are consistent and the number of rows merged by the subsequent columns cannot be greater than the number of rows merged by the previous columns.

6. A fiscal catalog Excel processing system supporting dynamic attribute configuration according to claim 1, characterized in that: The types of the defined directory fields include text, number and date.

7. A fiscal catalog Excel processing system supporting dynamic attribute configuration according to claim 6, characterized in that: The dynamic attribute configuration also includes whether the directory field is required and the merge start column identifier.

8. The financial catalog Excel processing system supporting dynamic attribute configuration according to claim 1, characterized in that: The steps for implementing data classification, subscription sharing and multi-dimensional statistical analysis are specifically as follows: Track the trend of changes in catalog size over time; Compare the subscription success rate and sharing frequency of different categories; Associate dynamic attribute configuration to generate field usage heat report.

9. An electronic device comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein: When the processor executes the program, the financial catalog Excel processing system supporting dynamic attribute configuration as described in any one of claims 1 to 8 is implemented.

10. A computer-readable storage medium having a computer program stored thereon, characterized in that: When the program is executed by a processor, the program realizes a financial catalog Excel processing system supporting dynamic attribute configuration as claimed in any one of claims 1 to 8.