CN108595604B - Data visualization system and method for intelligent report - Google Patents
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Abstract
The invention discloses a data visualization system of an intelligent report, which provides an intelligent report, and comprises an instrument panel module, a chart module, an operation module and a database; the instrument panel module is used for creating and managing an instrument panel, and the instrument panel comprises an operation button area and a diagram display area; the chart module is used for creating and deleting a chart according to the intelligent report, and sending the chart to the instrument panel module to be displayed in the chart display area; the operation module is used for executing the operation of the instrument panel and the diagram; the database is used for storing information of the instrument panel; the invention also discloses a data visualization method of the intelligent report. The invention can quickly create the chart only by distributing the dimension information corresponding to the report to the axis of the chart without involving codes, completely enables a user to realize self-service, and can be used after opening the box.
Description
Technical Field
The invention relates to the technical field of data visualization, in particular to a data visualization system and method for an intelligent report.
Background
The report forms are widely applied to enterprise datamation and deep information society, and the production of various customized report forms from ERP, SCM and other business systems is a very common requirement. The report is composed of table data, wherein attribute (dimension) and measurement (degree) data are further divided. We often need to choose these data in different ways and summarize this data for visual presentation in a graphical manner. The existing chart making method has two problems, namely firstly, the table data is exported by an office tool such as Excel, and then perspective is carried out on table software to create the chart. This method is inefficient and does not provide real-time presentations. Secondly, this method, implemented by encoding, requires the intervention of software customization development, is inefficient and inflexible and cannot support any change to the user at any time.
This makes users need a method to make charts ready to use when opening boxes, customized on demand, and more extensive and in-depth application of charts to support the users' daily work and life.
Disclosure of Invention
The invention aims to provide a data visualization system and a data visualization method for an intelligent report, which can be used for quickly creating a chart only by distributing dimension information corresponding to the report to an axis of the chart without involving codes, completely enable a user to realize self-service and really use the chart after opening a box.
In order to achieve the purpose, the invention provides the following technical scheme:
a data visualization system of an intelligent report provides an intelligent report, which is characterized by comprising an instrument panel module, a chart module, an operation module and a database;
the instrument panel module is used for creating and managing an instrument panel, and the instrument panel comprises an operation button area and a diagram display area;
the chart module is used for creating and deleting a chart according to the intelligent report, and sending the chart to the instrument panel module to be displayed in the chart display area;
the operation module is used for executing the operation of the instrument panel and the diagram;
the database is used for storing information of the instrument panel and the related chart.
Furthermore, the instrument panel module comprises an instrument panel establishing module, a parameter management module and a permission management module; the instrument panel creating module is used for inputting a unique code and a name of the instrument panel and generating the instrument panel according to the unique code and the name; the parameter management module is used for setting and modifying parameters of the data range corresponding to the restriction chart, including date and date range; the authority management module is used for associating information of the instrument panel with a catalogue, and the catalogue manages access authority of the instrument panel.
Further, the chart module comprises a chart creating module and a chart deleting module; the chart creating module is used for creating a new chart and sequentially comprises the setting of a chart title, the selection of a chart type, the selection of a corresponding report, the axis selection of the chart and the setting of a display mode; the chart deleting module is used for adding a corresponding deleting button on a chart displayed in a chart display area of the instrument panel.
Further, the operation module comprises an instrument panel operation module and a chart operation module; the instrument panel operation module is used for rapidly operating the instrument panel, regenerating a chart according to the modified parameters, and automatically iterating the chart contained in the instrument panel and drawing the chart; the chart operation module is used for acquiring parameter information, chart dimension and chart data source information after receiving a chart operation request, generating chart series data and displaying the drawn chart in a chart display area.
A data visualization method of an intelligent report is characterized by comprising four parts of instrument panel creation, chart creation, instrument panel operation and chart operation; the creating of the instrument panel specifically comprises: inputting the unique code and name of the instrument panel, and selecting the catalogue in which the instrument panel is positioned; setting parameters for limiting data ranges corresponding to all relevant charts; the creating of the chart specifically comprises: setting a chart title, selecting a chart type, selecting a corresponding report, selecting an axis of a chart and setting a display mode; the operation of the instrument panel specifically comprises: fast running of a dashboard, value setting of dashboard parameters, automatic iteration and drawing of a chart; the operation of the chart specifically comprises receiving a chart operation request, acquiring a chart dimension and a chart data source, generating chart series data and drawing the chart.
Further, the creation of the dashboard also includes the display and change of parameters.
Further, the operation of the chart also comprises the combination of chart data, specifically, the combination of series data consisting of the chart type, the chart title and the axis information of the background to form complete data required for drawing the chart.
Compared with the prior art, the invention has the beneficial effects that: according to the technical scheme, the chart can be quickly created only by selecting the report form on the application interface and distributing the dimension information corresponding to the report form to the axis of the chart in the whole chart creating process. The process does not involve any code, and the user can completely realize self-service and really realize out-of-box use. Meanwhile, a plurality of charts can be presented to a user in the form of a single interface composition dashboard, and the number of the charts is not limited. Consistent operating parameters were shared between the various charts, enhancing comparable performance. There is no limitation on the number of dashboards, so that a user can manage a large number of dashboards. For the use of the dashboard, the access address is allocated, which means that the user can be clicked and displayed. The user can also realize the comparison of data in different ranges by changing the operation parameters, thereby ensuring the flexibility of the instrument panel. All reports, dashboards and chart related information are stored in the database in a form of table data, so that the manageability and the safety of core data are ensured. All the operation results are real-time data, and no caching or other processing is performed, which means that the user sees the real-time data presentation on the chart.
Drawings
FIG. 1 is a schematic diagram of the system of the present invention.
FIG. 2 is a flow chart of dashboard creation according to the present invention.
FIG. 3 is a chart creation flow diagram of the present invention.
Fig. 4 is a flow chart of the instrument panel operation of the present invention.
FIG. 5 is a chart operational flow diagram of the present invention.
Detailed Description
The technical solutions in the embodiments of the present invention are clearly and completely described below, and it is obvious that the described embodiments are only a part of the embodiments of the present invention, and not all embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
Referring to fig. 1, the present invention provides a data visualization system for an intelligent report, which provides an intelligent report, wherein the intelligent report is summary data of attributes (dimensions) and measurements (degrees) generated based on real-time data, and includes one or more dimension information. The system is characterized by comprising an instrument panel module, a chart module, an operation module and a database;
the instrument panel module is used for creating and managing an instrument panel, and the instrument panel comprises an operation button area and a diagram display area; preferably, the dashboard further comprises a name and a code, and the operation button area comprises buttons for creating the dashboard, modifying the dashboard and adding the chart; the chart display area is composed of a plurality of visual charts, and chart types comprise a line chart, a bar chart, a pie chart and a region chart.
The chart module is used for creating and deleting a chart according to the intelligent report, and sending the chart to the instrument panel module to be displayed in the chart display area; the creation of the chart is realized by adding a chart button of the operation button area, and the chart comprises a chart title, a chart type and a corresponding report selection.
The operation module is used for executing the operation of the instrument panel and the diagram;
the database is used for storing information of the instrument panel and the related chart.
In this embodiment, the dashboard module includes a dashboard creating module, a parameter management module and a permission management module; the instrument panel creating module is used for inputting a unique code and a name of the instrument panel and generating the instrument panel according to the unique code and the name, and it is worth mentioning that the unique code and the name are unique under the same directory and cannot be created repeatedly; the parameter management module is used for setting and modifying parameters for limiting the data range corresponding to the chart, the parameters have two types, one type is a date input box which is input by taking a date as a single item and contains a default value, the second type is a period input box which is formed by two dates in a group, the dashboard parameters are used for being transmitted to the report corresponding to each chart and used for limiting the data range limited by the execution of the report, and the date and the period can have default step length and offset; the authority management module is used for associating information of the instrument panel with a catalogue, and the catalogue manages access authority of the instrument panel.
In this embodiment, the chart module includes a chart creating module and a chart deleting module; the chart creating module is used for creating a new chart and sequentially comprises the setting of a chart title, the selection of a chart type, the selection of a corresponding report, the axis selection of the chart and the setting of a display mode; the chart deleting module is used for adding a corresponding deleting button on a chart displayed in a chart display area of the instrument panel.
In this embodiment, the operation module includes an instrument panel operation module and a chart operation module; the instrument panel operation module is used for rapidly operating the instrument panel, regenerating a chart according to the modified parameter value, automatically iterating the chart contained in the instrument panel and drawing the chart; the chart operation module is used for acquiring parameter information, chart dimension and chart data source information after receiving a chart operation request, generating chart series data and displaying the drawn chart in a chart display area.
The invention also provides a data visualization method of the intelligent report, which is characterized by comprising four parts of instrument panel creation, chart creation, instrument panel operation and chart operation;
the creating of the instrument panel specifically comprises: inputting the unique code and name of the instrument panel, and selecting the catalogue in which the instrument panel is positioned; setting parameters for limiting data ranges corresponding to all relevant charts; referring to fig. 2, the specific steps are as follows:
step 101: the user enters the unique code, name of the dashboard and selects the directory to which the dashboard belongs
In this step, the main information of the dashboard is stored in the database in the form of data associated with an already created directory for managing the access rights of the dashboard. Before storing the relevant data of the instrument panel, the relevant code and name of the instrument panel are checked for uniqueness. Since the dashboard exists as a chart container, the information for this step is already complete.
Step 102: the dashboard requires parameters for limiting the data range corresponding to all relevant charting.
In this step, a specific parameter can be created by clicking on the main page of the dashboard, this parameter having two forms, one type being the date and the other being a date range consisting of pairs of dates. The parameters contain a unique name code and a name for display and default step sizes and offsets can be set. The parameter-related information is stored in the parameter information associated with the dashboard.
Step 103: display of dashboard parameters
When the parameters are created, they can be automatically presented in the main information page of the dashboard in the form of a name and date entry box. The values of the parameters are automatically calculated according to the type, the set step size and the default offset. This calculation can be based on the step size, date, week, month or year. The default offset may be 0, -1, 1 or an arbitrarily set number.
Step 104: the user can change the parameter value according to the requirement
The date selection appearing in the parameter area may be click modified to the desired value. When the modification is clicked and the current dashboard is operated, the dashboard can asynchronously transmit the modified parameters to each graph background operation program in sequence. The dashboard will update the corresponding graphical display after obtaining the results of the background graphical run.
Step 105: the user may add charts to the dashboard
The button area of the dashboard is provided with a button for adding a chart, and a corresponding dialog box pops up after clicking.
Step 106: the user may delete the chart from the dashboard
Each chart appearing on the dashboard contains a cross which can be deleted by clicking, and the chart can be deleted immediately by clicking the cross.
The creating of the chart specifically comprises: setting a chart title, selecting a chart type, selecting a corresponding report, selecting an axis of a chart and setting a display mode; referring to fig. 3, the specific steps are as follows:
step 201: setting of chart titles
In this step, the user may enter a chart title in the dialog box for adding the chart, and this title may be constrained to be unrepeatable on the same dashboard, and will appear in the chart generated after the chart runs as the title.
Step 202: chart type selection
In this step, the user may drop-down select the type of chart among the dialog boxes to which the chart is added. There are four types of charts, line chart, pie chart, bar chart and area chart. This determines the type of chart that is actually drawn after the chart is run. Meanwhile, whether the classification axis is selectable or not can be automatically set according to the support of different charts on the classification axis.
Step 203: selecting a corresponding report for a chart
In this step, the user can drop-down select the list of reports that the user can access in the dialog box for adding the chart. When the report is selected, the system can access and acquire dimension information of the report through the back end, and the dimension is respectively used as an option of an X axis and a classification axis, and the degree is used as an option of a data axis.
Step 204: selecting an X-axis for a graph
In this step, the user can pull down and select the dimension corresponding to the X axis in the dialog box for adding the chart. When this dimension is selected, it cannot be selected among the axes of the classification.
Step 205: selecting a classification axis for a chart
This is an optional step. This option is not optional for chart types that do not support a sort axis. When the sort axis is selected, then the data axis is singled.
Step 206: selecting data axes for charts
In this step, one or more data axes may be selected. When multiple data axes are selected, the classification axis is invalid. This data axis defines the data to be displayed in the graph.
Step 207: selecting whether to overlay for a graph
In this step, it may be set whether the graphs are superimposed. And for part of the graph types, an overlapped display mode is supported. This option determines the way the chart is displayed.
Step 208: chart addition completion
When the chart is added, the dashboard is reloaded for execution. And the created chart can generate result data in a background running mode and draw the chart on the current instrument panel.
The operation of the instrument panel specifically comprises: fast running of a dashboard, value setting of dashboard parameters, automatic iteration and drawing of a chart; referring to fig. 4, the specific steps are as follows:
step 301: rapid operation of instrument panel
In the step, the page of the instrument panel is displayed and starts to run only by opening the address of the instrument panel. The parameter area, button area and chart area of the dashboard are displayed.
Step 302: value setting of instrument panel parameters
In this step, the dashboard parameter values are automatically filled by the created parameter type, step size and default offset. This value allows the user to modify, which requires a click to run to validate.
Step 303: graph of iterative instrument panel
In this step, the dashboard will automatically iterate the included charts and asynchronously submit the dashboard parameters to the address of chart operation in sequence.
Step 304: drawing contained charts
In the step, namely the operation result of the chart received by the dashboard page, different chart drawing programs are executed according to the types contained in the chart, and the data on which the chart is drawn is the result data of the chart operation.
The operation of the chart specifically comprises receiving a chart operation request, acquiring a chart dimension and a chart data source, generating chart series data and drawing the chart; referring to fig. 5, the specific steps are as follows:
step 401: chart run request
In this step, i.e., when the dashboard is running, the dashboard traverses the chart to which it belongs. And obtains the address and type of chart run. And simultaneously submitting the parameters combined with the instrument panel parameters to the operation address of the diagram.
Step 402: acquisition of chart dimensions
In this step, when the background program of the operation chart receives the operation instruction, the dimension information of the chart is obtained through the database, and the dimension data required to be obtained is determined.
Step 403: acquisition of chart data sources
In this step, the background program of the chart is run, the data source information is obtained through the corresponding report, and the dashboard parameters are given to the data source as data filtering conditions. And simultaneously, a new query is created according to the setting combination of the dimensions, and the query is executed. And acquiring a query result.
Step 404: generation of chart series data
In this step, with the result data returned, a rectangular inversion is performed, forming one or more data series on the X-axis. This series is the data that the chart needs to display.
Step 405: merging of chart data
In the step, the chart type, the chart title, the axis information and the composed series data of the background are combined to form the data required by completely drawing the chart.
Step 406: drawing of diagrams
In the step, the dashboard page obtains the asynchronously returned chart data, a chart drawing module is called, and the complete data of the chart is sent to the chart drawing module. The page presents the results of the charting.
It will be evident to those skilled in the art that the invention is not limited to the details of the foregoing illustrative embodiments, and that the present invention may be embodied in other specific forms without departing from the spirit or essential attributes thereof. The present embodiments are therefore to be considered in all respects as illustrative and not restrictive, the scope of the invention being indicated by the appended claims rather than by the foregoing description, and all changes which come within the meaning and range of equivalency of the claims are therefore intended to be embraced therein.
Claims (4)
1. A data visualization system of an intelligent report provides an intelligent report, which is characterized by comprising an instrument panel module, a chart module, an operation module and a database;
the instrument panel module is used for creating and managing an instrument panel, and the instrument panel comprises an operation button area and a diagram display area;
the chart module is used for creating and deleting a chart according to the intelligent report, and sending the chart to the instrument panel module to be displayed in the chart display area;
the operation module is used for executing the operation of the instrument panel and the diagram;
the database is used for storing information of the instrument panel and the related chart;
the visualization method of the data visualization system comprises the following steps: the method comprises four parts of instrument panel creation, chart creation, instrument panel operation and chart operation;
the creation of the dashboard includes
Step S101, inputting the unique code and name of the instrument panel, and selecting the catalogue to which the instrument panel belongs; checking the uniqueness of the instrument panel before inputting the unique code and name of the instrument panel;
step S102, setting parameters for limiting data ranges corresponding to all relevant charts; the parameters have two forms, one type is date, and the other type is date range composed of paired dates;
step S103, changing parameter values as required; when the current instrument panel is operated, the instrument panel sequentially asynchronously transmits the changed parameter values to each chart background operation program, and the instrument panel updates corresponding chart display after obtaining the operation result of the background charts;
the creation of the chart comprises the setting of a chart title, the selection of a chart type, the selection of a corresponding report, the selection of an axis of the chart and the setting of a display mode;
the operation of the instrument panel comprises the rapid operation of the instrument panel, the value setting of instrument panel parameters, and the automatic iteration and drawing of a chart;
the operation of the chart comprises
Step S401, when the operation request of the diagram is carried out and the instrument panel is operated, the instrument panel traverses the affiliated diagram, obtains the operation address and type of the diagram, and submits the parameters combined with the parameters of the instrument panel to the operation address of the diagram;
step S402, obtaining the dimension of the chart, and when a background program for operating the chart receives an operation instruction, obtaining the dimension information of the chart through a database and determining the dimension data to be obtained;
step S403, acquiring a chart data source, running a background program of the chart, acquiring data source information through a corresponding report, submitting the parameters of the instrument panel to the data source as data filtering conditions, combining and creating a new query according to the setting of dimensions, executing the query, and acquiring a query result;
step S404, generating chart series data;
step S405, merging chart data; combining the background chart type, the chart title, the axis information and the formed series data to form complete data required for drawing the chart;
and S406, drawing the diagram, wherein the dashboard page obtains the asynchronously returned diagram data, a diagram drawing module is called, the complete data of the diagram is handed to the diagram drawing module, and the page shows the diagram drawing result.
2. The data visualization system of an intelligent report of claim 1, wherein the instrument panel module comprises an instrument panel creation module, a parameter management module and a rights management module; the instrument panel creating module is used for inputting a unique code and a name of the instrument panel and generating the instrument panel according to the unique code and the name; the parameter management module is used for setting and modifying parameters of the data range corresponding to the restriction chart, including date and date range; the authority management module is used for associating information of the instrument panel with a catalogue, and the catalogue manages access authority of the instrument panel.
3. The data visualization system of an intelligent report of claim 1 wherein said chart module includes a chart creation module and a chart deletion module; the chart creating module is used for creating a new chart and sequentially comprises the setting of a chart title, the selection of a chart type, the selection of a corresponding report, the axis selection of the chart and the setting of a display mode; the chart deleting module is used for adding a corresponding deleting button on a chart displayed in a chart display area of the instrument panel.
4. The data visualization system of an intelligent report of claim 1, wherein the run module comprises a dashboard run module and a chart run module; the instrument panel operation module is used for rapidly operating the instrument panel, regenerating a chart according to the modified parameters, and automatically iterating the chart contained in the instrument panel and drawing the chart; the chart operation module is used for acquiring the dimension of the chart and the data source information of the chart after receiving the operation request of the chart, generating the series data of the chart and displaying the drawn chart in the chart display area.
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| Publication number | Priority date | Publication date | Assignee | Title |
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| CN109558194B (en) * | 2018-11-07 | 2020-11-13 | 北京邮电大学 | One-stop universal industry report visualization tool |
| CN109522075A (en) * | 2018-11-09 | 2019-03-26 | 医渡云（北京）技术有限公司 | Data visualization methods of exhibiting, device, electronic equipment and computer-readable medium |
| CN110096586B (en) * | 2019-04-15 | 2021-04-23 | 广州市友达电子科技有限公司 | Cloud platform data management system |
| CN111159164B (en) * | 2020-01-16 | 2024-01-30 | 四川天翼网络股份有限公司 | Report data access right control method based on parameterization transfer |
| CN112732261A (en) * | 2021-01-19 | 2021-04-30 | 加和（北京）信息科技有限公司 | Instrument panel construction method and device |
| CN113486224A (en) * | 2021-06-30 | 2021-10-08 | 中国民航信息网络股份有限公司 | Method and device for creating monitoring instrument panel, storage medium and electronic equipment |
| CN113682138B (en) * | 2021-09-07 | 2023-10-13 | 东风汽车集团股份有限公司 | System and method for realizing filling type liquid crystal instrument panel |
| CN114077457A (en) * | 2021-10-09 | 2022-02-22 | 上海易校信息科技有限公司 | Method for loading reports one by one in batches |
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