Monitoring platform and method based on RPA technology
By automatically capturing data from multiple platforms using RPA technology and displaying it in real time using Excel and PowerPoint, the high cost and low efficiency of multi-system data monitoring are solved, achieving low-cost and high-efficiency real-time data display.
Patent Information
- Application Number
- CN202511262645.7
- Authority / Receiving Office
- CN · China
- Patent Type
- Applications(China)
- Current Assignee / Owner
- Filing Date
- 2025-09-05
- Publication Date
- 2025-12-12
AI Technical Summary
Existing technologies for multi-system data monitoring suffer from high costs, low efficiency, and poor real-time performance, making it particularly difficult for small and medium-sized enterprises to achieve real-time synchronization and efficient display of data across multiple platforms.
The system uses RPA technology to automatically retrieve data from multiple platforms, stores and processes it using Excel spreadsheets, and then displays it in real time using PowerPoint. Combined with data caching and incremental update technologies, it ensures the timeliness and accuracy of the data.
It enables low-cost and efficient multi-system data monitoring, reduces manual operations, improves data acquisition efficiency, ensures the real-time and accuracy of data display, and reduces development and maintenance costs.
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Figure CN121119954A_ABST
Abstract
Description
Technical Field
[0001] This invention belongs to the field of data monitoring and display technology, and particularly relates to a monitoring platform and method based on RPA technology. It is used to capture real-time data from multiple platforms, store and process it using Excel spreadsheets, and then display it in real-time using PowerPoint. Background Technology
[0002] Under the current fully online and digital management and control model, monitoring work orders and indicators across multiple systems presents certain challenges. Monitoring typically requires obtaining key indicators, work orders, and status data from multiple different business systems so that staff can understand the business operation status and make decisions in a timely manner.
[0003] Business digitization platforms based on data middleware are generally unable to achieve real-time data synchronization to the same platform due to the impact of the system's proactive data push cycle and data capture cycle on multi-system data synchronization. Adding data interfaces and creating servers will increase investment costs and require long-term technical support from professional technicians.
[0004] Currently, data monitoring systems based on multiple systems and applications still rely on manual data retrieval or independent monitoring by each platform. The overall process and monitoring convenience are overly complex. Traditional data acquisition methods often depend on manual operation, which is not only inefficient but also prone to data omissions and errors. On the other hand, professional display systems usually require high development and maintenance costs, which are difficult for some small and medium-sized enterprises or organizations with limited budgets to afford.
[0005] Furthermore, existing data display methods may fail to reflect real-time data changes in a timely manner, leading to information delays for decision-makers and impacting the accuracy of their decisions. There is a need for a low-cost, efficient monitoring platform and methodology capable of displaying data from multiple platforms in real time.
[0006] Therefore, to solve the above problems, it is necessary to design a monitoring platform and method based on RPA technology. Summary of the Invention
[0007] The technical problem this invention aims to solve is to overcome the shortcomings of existing technologies by designing a new monitoring platform and method based on RPA technology. This RPA-based monitoring method includes capturing data from various platforms using RPA data capture technology, writing the data into Excel spreadsheets, and displaying the data in a PowerPoint presentation. The corresponding RPA-based monitoring platform includes an RPA data capture module, an Excel data storage and processing module, and a PowerPoint data display module. It automatically captures real-time data from multiple platforms using RPA technology, stores and processes the data using Excel spreadsheets, and then adjusts the real-time display of the data on a large screen using PowerPoint. This achieves low-cost digital large-screen display of multiple systems. Furthermore, by refining the structure and function of each module within the monitoring platform and introducing innovative technologies, the invention enhances the platform's functionality and addresses the issue that existing data display methods may fail to reflect real-time data changes in a timely manner, leading to information delays for decision-makers and affecting the accuracy of their decisions.
[0008] The solution adopted by this invention to solve its technical problem is as follows:
[0009] A monitoring method based on RPA technology,
[0010] Its features are,
[0011] Includes the following steps:
[0012] Step S1: Use RPA data scraping technology to scrape data from various platforms, including the following steps:
[0013] Step S11: Configure the RPA robot through the visual configuration interface.
[0014] Step S12: Configure the account and password for logging into each platform.
[0015] Step S13: Construct a complete data scraping process.
[0016] Step S14: Set the data scraping path and rules, the type of data to be scraped, the running cycle, and the triggering conditions.
[0017] Step S15: The RPA robot automatically logs into each platform according to the preset data collection rules, and collects the current indicator data, work order data, and status data.
[0018] Step S16: Utilize the existing data cleaning and processing functions of the RPA platform, along with Pythn and R language embedding methods, to remove invalid and erroneous data.
[0019] Step S17: Clean the data by combining regular expressions with machine learning classification models;
[0020] Step S2: Write the data into an Excel spreadsheet.
[0021] Step S3: PPT data presentation.
[0022] The presentation templates are designed using a modular approach in PowerPoint. Data connections between PowerPoint and Excel spreadsheets are established through programming. Data caching and incremental update technologies are employed so that when the data in the Excel spreadsheet changes, PowerPoint automatically retrieves the latest data and updates the presentation content accordingly.
[0023] As a preferred embodiment of the present invention
[0024] Step S2 includes the following steps:
[0025] Step S21: Create different worksheets based on data types, and set the corresponding column names and data formats.
[0026] Step S22: Use Excel's data validation function to set data input rules for key data columns.
[0027] Step S23: Write the organized data into a pre-designed Excel spreadsheet in real time. Simultaneously, use data validation techniques to verify the format and value range of the written data to ensure its accuracy and consistency.
[0028] Step S24: Further process the data in the Excel spreadsheet.
[0029] Step S25: Use VBA scripts, Excel built-in functions, PwerQuery, or PivotTable automation features to classify, organize, and calculate the data.
[0030] As a preferred embodiment of the present invention
[0031] In step S1, the process of logging into various platforms simulates multi-factor authentication.
[0032] A monitoring platform based on RPA technology includes:
[0033] RPA data capture module
[0034] The RPA data crawling module is used to crawl current indicator data, work order data, and status data from various platforms using RPA technology, and to perform preliminary cleaning and organization of the crawled data.
[0035] Excel data storage and processing module
[0036] The Excel data storage and processing module is used to write the organized data into an Excel spreadsheet in real time. During the writing process, data verification technology is used to ensure data accuracy.
[0037] PPT data display module
[0038] The PPT data display module uses programming to achieve data linkage between PPT and Excel spreadsheets.
[0039] The PPT data display module updates the PPT content in real time based on the data in the Excel spreadsheet.
[0040] The PPT data display module uses adaptive layout technology to display the PPT content.
[0041] The PPT data display module connects to a remote terminal via a remote communication module.
[0042] The PPT data display module uses data caching and incremental update technologies to store the data generated during the PPT data display process.
[0043] As a preferred embodiment of the present invention
[0044] The RPA data capture module is equipped with an intelligent identification unit and a dynamic encrypted communication module.
[0045] The intelligent recognition unit is used to identify and locate web page elements on various platforms by combining image recognition technology and optical character recognition technology.
[0046] The dynamic encrypted communication module uses an asymmetric encryption algorithm to encrypt the data transmission process of the RPA data capture module.
[0047] As a preferred embodiment of the present invention
[0048] The Excel data storage and processing module is equipped with a machine learning algorithm integration interface, which assists the Excel data storage and processing module in classifying, organizing, and calculating data.
[0049] As a preferred embodiment of the present invention
[0050] The RPA data capture module includes at least a visual configuration interface, through which staff can set the platform, type, and capture rules of the data to be captured.
[0051] As a preferred embodiment of the present invention
[0052] The RPA data capture module is also equipped with a speech synthesis tool to enable voice broadcasting.
[0053] As a preferred embodiment of the present invention
[0054] The PPT data display module includes a digital screen, which is an interactive digital screen.
[0055] As a preferred embodiment of the present invention
[0056] The PPT data display module also includes display templates, which are designed in a modular fashion.
[0057] Compared with the prior art, the present invention has the following beneficial effects:
[0058] 1. Low cost: By utilizing RPA technology and existing office software (Excel and PPT), there is no need to develop a professional data dashboard system, which greatly reduces development and maintenance costs.
[0059] 2. High efficiency: RPA robots can automatically retrieve data from multiple platforms, improving data acquisition efficiency and reducing the time and errors of manual operations. Combined with technologies such as intelligent recognition and multi-factor authentication simulation, it can quickly and accurately acquire data from various complex platforms.
[0060] 3. Real-time performance: Through data linkage between Excel spreadsheets and PowerPoint presentations, the data dashboard can be updated in real time, promptly reflecting the business operation status. Data caching and incremental update technologies further shorten data update time, ensuring timely data display.
[0061] 4. Ease of use: Excel and PowerPoint are widely used office software, and users are familiar with their operation, making it easy to use and maintain the monitoring platform. Furthermore, features such as a visual configuration interface and modular design further lower the barrier to entry for users, allowing even non-technical personnel to easily get started.
[0062] 5. Innovation and Uniqueness: This invention integrates and merges data from multiple platforms. It has significant advantages in terms of the accuracy of data collection, the depth of data processing, and the interactivity of data display. Attached Figure Description
[0063] Figure 1 This is a flowchart of a monitoring method based on RPA technology proposed in this invention;
[0064] Figure 2 This is a flowchart illustrating the process of retrieving data from various platforms using RPA data crawling technology in a monitoring platform method based on RPA technology proposed in this invention.
[0065] Figure 3 This is a flowchart illustrating the process of writing data into an Excel spreadsheet in a monitoring platform method based on RPA technology proposed in this invention;
[0066] Figure 4 This is a structural block diagram of a monitoring platform based on RPA technology proposed in this invention;
[0067] Figure 5 This is a schematic diagram illustrating the principle of a monitoring platform based on RPA technology proposed in this invention.
[0068] Explanation of reference numerals in the attached figures:
[0069] 100. RPA data capture module
[0070] 101. Intelligent recognition unit,
[0071] 102. Dynamic encrypted communication module.
[0072] 103. Visual configuration interface.
[0073] 104. Language synthesis tools
[0074] 200. Excel Data Storage and Processing Module
[0075] 201. Machine learning algorithm integration interface
[0076] 300. PPT data display module.
[0077] 301. Data dashboard. Detailed Implementation
[0078] The specific embodiments of the present invention are described below with reference to the accompanying drawings and examples:
[0079] It should be noted that the structures, colors, proportions, sizes, etc. shown in the accompanying drawings are only used to complement the content disclosed in the specification, so that those skilled in the art can understand and read them, and are not intended to limit the conditions under which the present invention can be implemented. Any modifications to the structure, changes in the proportions, or adjustments to the size, without affecting the effects and objectives that the present invention can produce, should still fall within the scope of the technical content disclosed in the present invention.
[0080] The terminology used in the embodiments of this application is for the purpose of describing particular embodiments only and is not intended to limit the application. Unless otherwise defined, the technical or scientific terms used in the embodiments of this application should be understood in their ordinary meaning as understood by one of ordinary skill in the art to which this application pertains. The singular forms “a,” “the,” and “the” used in the specification and appended claims of this application are also intended to include the plural forms unless the context clearly indicates otherwise. It should also be understood that the term “and / or” as used herein refers to and includes any or all possible combinations of one or more of the associated listed items.
[0081] Furthermore, the terms "first," "second," "third," and "fourth" are used for descriptive purposes only and should not be construed as indicating or implying relative importance or implicitly specifying the number of technical features indicated. Thus, a feature defined as "first," "second," "third," or "fourth" may explicitly or implicitly include at least one of those features.
[0082] In this invention, unless otherwise explicitly specified and limited, the terms "installation," "setting," "connection," "fixing," "screw connection," etc., should be interpreted broadly. For example, they can refer to a fixed connection, a detachable connection, or an integral part; they can refer to a mechanical connection or an electrical connection; they can refer to a direct connection or an indirect connection through an intermediate medium; they can refer to the internal connection of two components or the interaction between two components. Unless otherwise explicitly limited, those skilled in the art can understand the specific meaning of the above terms in this invention according to the specific circumstances.
[0083] like Figure 1 As shown, this invention proposes a monitoring method based on RPA technology. It automatically captures real-time data from multiple platforms using RPA, stores and processes the data using Excel spreadsheets, and then displays it in real-time using PowerPoint, achieving low-cost digital large-screen display of results across multiple systems. The method includes the following steps:
[0084] Step S1: Use RPA data scraping technology to scrape data from various platforms.
[0085] Step S2: Write the data into an Excel spreadsheet.
[0086] Step S3: PPT data presentation.
[0087] like Figure 2 As shown, step S11: Configure the RPA robot through the visual configuration interface and select a suitable RPA tool, such as Cyclne, Weautmate, or Uibt. Based on the characteristics and applicable scenarios of different RPA tools, combined with the type of data source platform and data acquisition requirements, conduct a comprehensive evaluation and selection.
[0088] Step S12: Configure the account and password for logging into each platform, create an automated process in the RPA tool, configure the account and password for logging into each platform, and set the data scraping path and rules.
[0089] Step S13: Build a complete data scraping process. Use the visual process designer provided by the RPA tool to build a complete data scraping process by adding various operation steps (such as opening a webpage, entering text, clicking a button, extracting data, etc.).
[0090] Step S14: Set the data scraping path and rules, the type of data to be scraped, the running cycle and triggering conditions. Use the parameterized setting function to set information such as account password and scraping path as configurable parameters, which facilitates quick deployment and adjustment in different environments.
[0091] Step S15: The RPA robot automatically logs into each platform according to the preset data collection rules and collects the current indicator data, work order data and status data.
[0092] Step S16: Use the existing data cleaning and processing functions of the RPA platform, as well as Pythn and R language embedding methods to remove invalid and erroneous data.
[0093] Step S17: Clean the data by combining regular expressions with machine learning classification models.
[0094] In the PPT data presentation, a modular design template is used in PPT. A data connection between PPT and Excel spreadsheet is established through programming. Data caching and incremental update technologies are used. When the data in the Excel spreadsheet changes, PPT automatically retrieves the latest data and updates the presentation content.
[0095] Specifically, design the layout and style of the digital dashboard in PowerPoint, and choose appropriate chart types (such as bar charts, line charts, pie charts, etc.) to display the data. When designing the layout, follow the principles of visual design, and reasonably arrange the position and size of charts, graphs, and text boxes to ensure that the data is displayed clearly and intuitively. For example, display key indicator data as large-sized number cards in the center of the page, and arrange relevant trend analysis charts and comparison charts on both sides.
[0096] At the same time, select appropriate chart types based on the characteristics of the data and the purpose of presentation, such as using line charts to show data trends over time and pie charts to show the proportions of data. Furthermore, utilize PowerPoint's themes and styles to unify the colors, fonts, and background styles of the pages, enhancing the aesthetics of the digital screen display.
[0097] In addition, existing PPT templates and data links can be used to design digital dashboard presentation templates within PPT, including various charts, graphics, and text boxes. PPT templates can be in .ppsx format, allowing direct access to the presentation screen when PPT is launched.
[0098] A modular design concept can also be adopted to divide the display template into different functional modules (such as indicator display module, work order statistics module, trend analysis module, etc.).
[0099] Using VBA scripts or other programming methods, Excel can create macro-enabled worksheets in .xlxm format. After RPA completes the write process, VBA receives the trigger command and automatically updates the data on the digital dashboard, establishing a data connection between PowerPoint and the Excel spreadsheet. When the data in the Excel spreadsheet changes, PowerPoint can automatically retrieve the latest data and update the displayed content.
[0100] Write a VBA script to connect data between PowerPoint and Excel spreadsheets, and populate the data into charts and text boxes in PowerPoint. When writing the VBA script, utilize the object models of both PowerPoint and Excel to establish a communication bridge between them. For example, by referencing the Wrkbk and Wrksheet objects in Excel, read data from the Excel spreadsheet and assign the data to the chart data source and text box content in PowerPoint. Simultaneously, add event handling code to trigger a data update operation in PowerPoint when the data in the Excel spreadsheet changes, ensuring that the content displayed in PowerPoint remains synchronized with the data in Excel. Furthermore, to improve data update efficiency, you can set a data update interval to avoid frequent updates impacting system performance.
[0101] In another embodiment, such as Figure 3 As shown, step S2 includes the following steps:
[0102] Step S21: Excel spreadsheets are configured with different worksheets or workbooks based on different data types. The design of worksheets and workbooks can be tailored to different system sources, RPA applications, and crawling cycles, with corresponding column names and data formats set. When designing worksheets, the relevance and scalability of the data should be considered, and data storage areas should be rationally divided. For work order data, multiple worksheets can be created according to dimensions such as work order type, work order status, and processing time, and relationships between tables can be established using unique identifiers (such as work order numbers).
[0103] Step S22: Use Excel's data validation function to set data input rules for key data columns, such as restricting the date column to only accept valid date formats and the numeric column to accept numbers within a specified range, to ensure data standardization.
[0104] Step S23: Write the organized data into a pre-designed Excel spreadsheet in real time. Simultaneously, use data validation techniques to verify the format and value range of the written data to ensure its accuracy and consistency.
[0105] Step S24: Further process the data in the Excel spreadsheet, such as calculating the average, maximum, and minimum values of indicators, and performing status statistics on work order data. In addition to using VBA scripts or Excel's built-in functions, graphical displays are introduced to generate different charts from the existing data range. Pivot tables and pivot charts can also be created according to data processing needs to visually display data summaries and analysis results.
[0106] Step S25: Use VBA scripts, Excel built-in functions, PwerQuery, or PivotTable automation features to classify, organize, and calculate the data.
[0107] For example, regular expressions can be used to remove invalid characters and to uniformly convert date formats. For complex data cleaning tasks, such as identifying and removing duplicate records, custom functions or third-party libraries (such as Pythn's pandas library) can be written to integrate data cleaning logic into the development script. For example, the SUM function can be used to calculate the sum of indicators, and the CUNTIF function can be used to count the number of work order statuses. For complex data processing tasks, such as data grouping and aggregation, and conditional calculations, VBA macro code can be written. For example, VBA code can be written to automatically generate monthly sales reports, group sales data by product category and sales region, calculate sales revenue, sales volume, and other indicators for each group, and display the results in chart form in an Excel worksheet. Excel's PwerQuery function can be used to connect to and import data from external data sources (such as databases and CSV files), and perform data cleaning and transformation operations to further enrich data processing capabilities.
[0108] In another embodiment, the process of logging into various platforms in step S1 simulates multi-factor authentication. During the login process, multi-factor authentication simulation technology is used. In addition to entering the account and password, it can also simulate receiving SMS verification codes and performing secondary identity verification, ensuring that it is possible to log into various platforms with high security levels.
[0109] like Figure 4 As shown, a monitoring platform based on RPA technology includes:
[0110] RPA data capture module 100, Excel data storage and processing module 200, and PPT data display module 300.
[0111] The RPA data capture module 100 is used to capture current indicator data, work order data and status data from various platforms using RPA technology, and to perform preliminary cleaning and organization on the captured data. The RPA platform writes the data into the corresponding location of an existing Excel spreadsheet or database according to the existing configuration information.
[0112] Develop an RPA data acquisition matrix, and develop RPA application matrices for different data production systems and data monitoring cycles. Use the RPA data capture module to simulate manual operation using RPA technology, interact with various data source platforms, and capture current indicators, work orders, and status data.
[0113] Simultaneously, the existing data computation and list operation functions of the RPA platform are utilized to process and transform the crawled data, generating lists or dictionaries. The RPA platform can also call machine learning libraries written in Pythn or R (such as Scikit-learn) to process, transform, merge, graphically display, and predictively analyze the data. For example, it can summarize and statistically analyze indicator data and classify work order data by status.
[0114] Furthermore, RPA robots can construct an RPA matrix based on granular decomposition of business scenarios (each system and function has its own independent RPA application, the RPA runner loads multiple RPA applications, and each has its own set execution cycle and triggering method). The matrix can automatically log into different systems according to preset rules and processes, extract the required data, and organize it into a unified format. In addition, this module also has intelligent anomaly handling capabilities. When encountering anomalies such as network interruptions or page loading failures, it automatically executes retry strategies, records anomaly logs, and provides real-time voice alerts to facilitate subsequent troubleshooting.
[0115] The Excel data storage and processing module 200 is used to write the organized data into an Excel spreadsheet in real time. During the writing process, data verification technology is used to ensure data accuracy. The Excel spreadsheet can be a newly created or an existing document. Existing documents can graphically display data tables with fixed formats or perform month-on-month and year-on-year calculations and comparisons using existing data.
[0116] Excel spreadsheets serve as an intermediary for data storage and processing. Multiple Excel spreadsheets can be created based on the data source, data type, and different fetching periods. Excel spreadsheets can be used to classify, organize, and perform calculations on data. For example, by employing a partitioned storage and index optimization strategy, data can be distributed across different worksheets and workbooks according to the data's time dimension (such as day, week, month) and business type, and indexes can be created for key data columns to improve data query and processing efficiency.
[0117] The PPT data display module 300 uses programming to link PPT and Excel spreadsheets, updating the PPT content in real time based on the data in the Excel spreadsheet. It employs adaptive layout technology to display the PPT content, connects to a remote terminal via a remote communication module, and uses data caching and incremental update technologies to store the data generated during the PPT data display process.
[0118] The PPT data display module uses existing PPT templates to create data display pages and presents them on a large data screen. Updates to the data, charts, and tables displayed in the PPT data display module can be achieved by linking them to the Excel data storage and processing module through links (such as Microsoft worksheet (code) objects), thus ensuring consistency between the Excel spreadsheets in the Excel data storage and processing module and the data displayed on the large screen in the PPT data display module.
[0119] To ensure consistency between the data displayed on the monitoring screen in the PPT presentation module and the data in the Excel spreadsheet, the update can be completed during the PPT presentation. To ensure that the PPT monitoring screen updates immediately when the Excel spreadsheet is updated, real-time data linkage between the PPT and Excel spreadsheets can be achieved through VBA (Visual Basic for Applications) scripts or other programming methods.
[0120] As a data presentation tool in PPT, it updates the content in real time based on data from Excel spreadsheets, presenting data in intuitive charts, graphs, and numbers. For data presentation, it employs adaptive layout technology, automatically adjusting the size and position of charts, graphs, and text boxes on the PPT page according to different display device screen sizes and resolutions, ensuring the integrity and aesthetics of the data presentation.
[0121] The PPT data display module's display page is shown on the monitoring screen. PPT can be used to call and run RPA applications from the monitoring screen. For example, when there is a need to update the data of a certain system, the RPA application component can be called up by clicking the control on the PPT page to manually update the data.
[0122] This invention discloses a monitoring platform based on RPA technology. It automatically captures real-time data from multiple platforms using RPA, stores and processes the data in Excel spreadsheets, and then uses PowerPoint to adjust the real-time display on a large data dashboard, achieving low-cost digital dashboard display for multiple systems. Furthermore, by refining the structure and functions of each module and introducing innovative technologies, the platform's usability is enhanced.
[0123] In another embodiment,
[0124] The RPA data capture module is equipped with an intelligent recognition unit 101 and a dynamic encrypted communication module 102. The intelligent recognition unit 101 uses a combination of image recognition and optical character recognition technologies to identify and locate web page elements on various platforms, accurately pinpointing the data location even with minor changes to the data source platform interface. The dynamic encrypted communication module 102 uses an asymmetric encryption algorithm to encrypt the data transmission process of the RPA data capture module.
[0125] In another embodiment,
[0126] The Excel data storage and processing module is equipped with a machine learning algorithm integration interface 201, which assists the Excel data storage and processing module in classifying, organizing, and calculating data.
[0127] In another embodiment,
[0128] The RPA data capture module includes at least a visual configuration interface 103, through which staff can set the platform, type, and capture rules of the data to be captured.
[0129] In another embodiment,
[0130] like Figure 5 As shown, the RPA data capture module is also equipped with a speech synthesis tool 104, which provides voice prompts when the RPA data capture module encounters an error.
[0131] In another embodiment,
[0132] The PPT data display module includes Digital Screen 301, which is an interactive digital screen. This interactive digital screen features dynamic interactive functions, allowing users to zoom, filter charts, and view data details through touch, mouse clicks, and other operations, enhancing the interactivity and user experience of the data display. The PPT data screen can be displayed in a loop or manually switched mode, enabling visualized monitoring of real-time data across multiple platforms.
[0133] Meanwhile, the platform of this invention supports remote control functionality, allowing users to link to different data dashboards or detailed spreadsheets via clicks. Users can also manually select and display a specific dashboard.
[0134] In another embodiment,
[0135] The PPT data display module also includes display templates, which feature a modular design.
[0136] The preferred embodiments of the present invention have been described in detail above with reference to the accompanying drawings. However, the present invention is not limited to the above embodiments. Within the scope of knowledge possessed by those skilled in the art, various changes can be made without departing from the spirit of the present invention.
[0137] Many other changes and modifications can be made without departing from the concept and scope of this invention. It should be understood that this invention is not limited to the specific embodiments, and the scope of this invention is defined by the appended claims.
Claims
1. A monitoring method based on RPA technology, Its features are, Includes the following steps: Step S1: Use RPA data scraping technology to scrape data from various platforms, including the following steps: Step S11: Configure the RPA robot through the visual configuration interface. Step S12: Configure the account and password for logging into each platform. Step S13: Construct a complete data scraping process. Step S14: Set the data scraping path and rules, the type of data to be scraped, the running cycle, and the triggering conditions. Step S15: The RPA robot automatically logs into each platform according to the preset data collection rules, and collects the current indicator data, work order data, and status data. Step S16: Utilize the existing data cleaning and processing functions of the RPA platform, along with Pythn and R language embedding methods, to remove invalid and erroneous data. Step S17: Clean the data by combining regular expressions with machine learning classification models; Step S2: Write the data into an Excel spreadsheet. Step S3: PPT data presentation. The presentation templates are designed using a modular approach in PowerPoint. Data connections between PowerPoint and Excel spreadsheets are established through programming. Data caching and incremental update technologies are employed so that when the data in the Excel spreadsheet changes, PowerPoint automatically retrieves the latest data and updates the presentation content accordingly.
2. The monitoring method based on RPA technology as described in claim 1, Its features are, Step S2 includes the following steps: Step S21: Create different worksheets based on data types, and set the corresponding column names and data formats. Step S22: Use Excel's data validation function to set data input rules for key data columns. Step S23: Write the organized data into a pre-designed Excel spreadsheet in real time. Simultaneously, use data validation techniques to verify the format and value range of the written data to ensure its accuracy and consistency. Step S24: Further process the data in the Excel spreadsheet. Step S25: Use VBA scripts, Excel built-in functions, PwerQuery, or PivotTable automation features to classify, organize, and calculate the data.
3. A monitoring platform based on RPA technology as described in claim 1, Its features are, In step S1, the process of logging into various platforms simulates multi-factor authentication.
4. A monitoring platform based on RPA technology, Its features are, include: RPA data capture module The RPA data crawling module is used to crawl current indicator data, work order data, and status data from various platforms using RPA technology, and to perform preliminary cleaning and organization of the crawled data. Excel data storage and processing module The Excel data storage and processing module is used to write the organized data into an Excel spreadsheet in real time. During the writing process, data verification technology is used to ensure data accuracy. PPT data display module The PPT data display module uses programming to achieve data linkage between PPT and Excel spreadsheets. The PPT data display module updates the PPT content in real time based on the data in the Excel spreadsheet. The PPT data display module uses adaptive layout technology to display the PPT content. The PPT data display module connects to a remote terminal via a remote communication module. The PPT data display module uses data caching and incremental update technologies to store the data generated during the PPT data display process.
5. A monitoring platform based on RPA technology as described in claim 4, Its features are, The RPA data capture module is equipped with an intelligent identification unit and a dynamic encrypted communication module. The intelligent recognition unit is used to identify and locate web page elements on various platforms by combining image recognition technology and optical character recognition technology. The dynamic encrypted communication module uses an asymmetric encryption algorithm to encrypt the data transmission process of the RPA data capture module.
6. A monitoring platform based on RPA technology as described in claim 4, Its features are, The Excel data storage and processing module is equipped with a machine learning algorithm integration interface, which assists the Excel data storage and processing module in classifying, organizing, and calculating data.
7. A monitoring platform based on RPA technology as described in claim 4, Its features are, The RPA data capture module includes at least a visual configuration interface, through which staff can set the platform, type, and capture rules of the data to be captured.
8. A monitoring platform based on RPA technology as described in claim 4, Its features are, The RPA data capture module is also equipped with a speech synthesis tool to enable voice broadcasting.
9. A monitoring platform based on RPA technology as described in claim 4, Its features are, The PPT data display module includes a digital screen, which is an interactive digital screen.
10. A monitoring platform based on RPA technology as described in claim 4, Its features are, The PPT data display module also includes display templates, which are designed in a modular fashion.