CN103559586B - A kind of report document management, system and method - Google Patents
A kind of report document management, system and method Download PDFInfo
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- CN103559586B CN103559586B CN201310573020.3A CN201310573020A CN103559586B CN 103559586 B CN103559586 B CN 103559586B CN 201310573020 A CN201310573020 A CN 201310573020A CN 103559586 B CN103559586 B CN 103559586B
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Abstract
The present invention provides a kind of report document management, system and method.This method includes：Obtain form assignment instructions；According to form assignment instructions, form metadata object is obtained；Loading business datum form source file is simultaneously handled the business datum in business datum form source file, to generate report file according to form metadata object.The present invention solves report documents poor universality and the problem of demand understands error.
Description
Technical field
The present invention relates to technical field of data processing, especially a kind of report document management, system and method.
Background technology
At present, traditional enterprise report document file management system is to use unified template, according to different departments to data
Attribute requirements create different forms, for customized in the particular demands of respective industry field, it is impossible to flexibly extended
With it is self-defined, versatility is poor, the phenomenon that there is overlapping development.On the other hand, due to the difference of professional domain knowledge, data point
There is certain demand communication between analysis personnel and system research and development personnel and understand difference, the reporting system developed is due to demand
Misinterpretation and cause generated data sheet not meet demand.If enterprise management level personnel are further according to these data sheets
It is analyzed and summarized and decision-making, negative consequence may be produced, influences the operation and development of enterprise.
The content of the invention
In view of this, the present invention proposes a kind of report document management, system and method, general to solve report documents
Property difference and demand the problem of understand error.
In one aspect, the present invention proposes a kind of report document management, including：Form configuration template resolver, report
Table metadata manager, task scheduling actuator, Report Engine and report file maker；Form configuration template resolver
For being form metadata object by form configuration template document analysis；Form meta data manager is used for form metadata pair
As being managed；Task scheduling actuator is used to receive form assignment instructions and sends execute instruction；Report file maker is used
In the execute instruction sent according to task scheduling actuator, form metadata object is obtained, and start Report Engine；Report Engine
For loading business datum, business datum is handled, to generate report file according to form metadata object.
In another aspect, the present invention proposes a kind of report documents management system, including：Task scheduling apparatus, as above institute
Report document management, source database and the report database stated；Task scheduling apparatus is used to send form assignment instructions；Report
Table document management apparatus is used for the form assignment instructions according to task scheduling apparatus, and form member is obtained from form meta data manager
Data object, loads business datum form source file from source database and the business datum in business datum form source file is entered
Row processing, to generate report file according to form metadata object；Source database is used for storage service data sheet source file；Report
Table database is used to store the report file that report document management is generated.
In yet another aspect, the present invention also proposes a kind of report documents management method, including：
Obtain form assignment instructions；
According to form assignment instructions, form metadata object is obtained；
Loading business datum form source file simultaneously the business datum in business datum form source file is handled, with by
Report file is generated according to form metadata object.
In report document management proposed by the present invention, system and method, obtained using report document management
Form metadata object simultaneously carries out data processing to the business datum of loading, unified report file is generated, to ensure that user leads
The statement form gone out and the unification of data, and then solve report documents poor universality and the problem of demand understands error.
Brief description of the drawings
The specific embodiment of the present invention is described below with reference to accompanying drawings, wherein：
Fig. 1 is the structural representation of the report document management of the present invention.
Fig. 2 is the structural representation of the report documents management system of the present invention.
Fig. 3 is the step flow chart of the report documents management method of the present invention.
Embodiment
Below in conjunction with accompanying drawing embodiments of the invention are carried out with clear, complete description, it is clear that described embodiment
Only be the present invention a part of embodiment, rather than all embodiments exhaustion.Based on the embodiment in the present invention, this area is general
The every other embodiment that logical technical staff is obtained on the premise of it need not make creative work, belongs to protection of the present invention
Scope.
As shown in figure 1, the report document management 5 of the present invention includes：Form configuration template resolver 51, form member number
According to manager 52, task scheduling actuator 53, Report Engine 54 and report file maker 55.Form configuration template is parsed
It is form metadata object that device 51, which is used for the form configuration template document analysis of user-defined XML file format,.Form
Meta data manager 52 is used to be managed the form metadata object that parsing is obtained.Task scheduling actuator 53 is used to receive
Scheduler task simultaneously sends execute instruction, and these scheduler tasks can be pre-set by user flexibility, such as timing performs data system
Meter task.Report file maker 55 is used for the execute instruction sent according to task scheduling actuator, from form metadata management
Device 52 obtains form metadata object, and starts Report Engine 54.Report Engine 54 is used to load business datum, to business datum
Handled, to generate report file according to form metadata object.
Report Engine 54 may include Reporting Customization plug-in unit, business datum loader, report file follower and form
File exporter.Reporting Customization plug-in unit is used to handle basic task and expansion interface.Business datum loader is used for from outside
Or internal business datum form source file (such as, being stored in source database 4) loading business datum.Report file follower is used
In receiving business datum and processing being formatted to it, then the business datum after formatting is exported to report file and led
Go out device.Report file exporter is used for the business datum generation form text received according to report form template and from report file follower
Part.
Reporting Customization plug-in unit can be various plug-in units, including date range format plug-in unit, data format plug-in unit,
SQL performs plug-in unit, character filtering plug-in unit and Interface Expanding plug-in unit etc..Date range, which formats plug-in unit, to be used in business datum
Common not same date input form is formatted as unified form, for example：The date field of loading is：On October 25th, 2013 or
During person 2013-10-25, the form that plug-in unit is converted to the date field specification is formatted by date range：2013.10.25.
Data format plug-in unit is used to be formatted the business datum of loading, such as, the range word of business datum loader loading
When section is " 2 kilometers ", data format plug-in unit can be formatted into " 2000m " according to the specification of form metadata object.SQL
The field that plug-in unit is such as required to look up available for definition is performed, to needed for the further inquiry extraction of business datum progress of loading
The data wanted.Character filtering plug-in unit is used to deleting or filtering some spcial characters in form.In addition, user oneself can also determine
Adopted plug-in unit, and realize using Interface Expanding plug-in unit the extension of the plug-in unit of this definition, so that the personalisation process of form is extended,
Improve the autonomous degree of user.
The report document management 5 of the present invention may also include report file downloader 56 and authority distribution manager
57.Report file downloader 56 is used to provide the user with the function of downloading report file.Authority distribution manager 57 is used for basis
Different user class sets different authorities, and the authority to report file maker 55 and report file downloader 56 is controlled
System.
As shown in Fig. 2 the present invention also provides a kind of report documents management system, it includes：Task scheduling apparatus 2, form
Document management apparatus 5, source database 4 and report database 3.
Task scheduling apparatus 2 is used to send instruction according to form scheduler task.Report document management 5 is used for basis and appointed
The instruction of business dispatching device 2, form metadata object is obtained from form meta data manager 52, and business is loaded from source database 4
Data sheet source file is simultaneously handled the business datum in business datum form source file, specially cleaning, merger, meter
Calculate, format, then integrated and filtered, to generate report file according to form metadata object.The form text generated
Part is storable in report database 3.Task scheduling apparatus 2 may include timer, for clocked flip task scheduling operation.
As shown in figure 3, present invention also offers a kind of report documents management method, it comprises the following steps：
S101：Obtain form assignment instructions；
S102：According to form assignment instructions, form metadata object is obtained；Specifically, form metadata object can basis
Report number in form assignment instructions is obtained.If according to the report number in form assignment instructions, failing to get form
Metadata object, then require that user generates new form configuration template file, and parse this newly-generated configuration template file
To obtain form metadata object；
S103：Load business datum form source file and to the business datum in business datum form source file at
Reason, to generate report file according to form metadata object.
Report Engine is handled business datum, can be specifically perform configuration file in self-defined plug-in unit with to industry
Business data are handled, such as then format conversion, cleaning, calculating, merger are integrated and filtered.
For example, user can write a form configuration template file according to the individual demand of oneself, and be set to
XML file format.Need to define the numbering of form, title, set of fields, plug-in unit, loader, output in configuration template file
Device and adeditive attribute.Under a concrete application scene, field for example can be trade date, trade company number, terminal number, friendship
The information such as the easy amount of money.The field of definition is as follows：
<Field name=" trade date " code=" TRANS_DT "/>
<Field name=" trade company number " code=" SHOP_NO "/>
<Field name=" terminal number " code=" TERM_NO "/>
<Field name=" dealing money " code=" TRANS_AMT "/>.
Report file management system receives the form configuration template file that user uploads, by form configuration template resolver
Dissection process, generate form metadata object, give report number and be stored in form meta data manager 52.
The form assignment instructions of user preset are stored in task scheduling apparatus 2, and task scheduling apparatus 2 increases a timing newly
Task record simultaneously starts timing, at the end of timing, starts scheduler task.For example：The setting time is daily 5 points 45 minutes, then is
System starts timing, at the end of timing, starts corresponding scheduler task.Attribute parameter information (such as report number) is sent to form
Document management apparatus 5.The message that task scheduling apparatus 2 is sent to report document management 5 includes, such as：Report number
(N2013102500025), date range (2011.01.01-2012.12.31), user profile (Lee) etc..Report documents pipe
Reason device 5 is received after above-mentioned message, extracts the report number information in message, and according to number information from form metadata pipe
The form metadata object that correspondence report number is obtained in device 52 is managed, and is loaded according to date range and user from source database 4
Required business datum.Then, the business datum of loading is handled using the plug-in unit in Report Engine, according to form member number
According to object, the report file needed for generation, and report file is stored in report database 3, so that user downloads.Difference is used
Family is according to the privilege feature of oneself, into report documents management system, the report file under corresponding authority can be checked, under
The operation such as load.
According to the present invention, by the form generated is the user-defined form configuration template file of direct basis, from
And the various problems caused by demand understands error can be avoided.Moreover, in the present invention, with being set for different user
The function of different rights is put, the differentiated control of data can be not only realized, but also the confidentiality transmission of data can be ensured.
The above embodiments are merely illustrative of the technical solutions of the present invention, rather than is limited.Therefore, without departing substantially from this
In the case of the spiritual and its essence of invention, those skilled in the art can be variously modified, replace and modification.It will be apparent that but
These change, replacement and modification should be all covered by within the protection domain of the claims in the present invention.
Claims (11)
1. a kind of report documents management system, it is characterised in that including：Task scheduling apparatus (2), report document management
(5), source database (4) and report database (3)；
Report document management (5) includes：Form configuration template resolver (51), form meta data manager (52), task
Dispatch actuator (53), Report Engine (54) and report file maker (55)；
The form configuration template resolver (51) is used to form configuration template file (50) resolving to form metadata object；
The form meta data manager (52) is used to be managed the form metadata object；
The task scheduling actuator (53) is used to receive form assignment instructions and sends execute instruction；
The report file maker (55) is used for the execute instruction sent according to the task scheduling actuator (53), obtains report
Table metadata object, and start the Report Engine (54)；
The Report Engine (54) is used to load business datum form source file, to the business number in business datum form source file
According to being handled, to generate report file according to form metadata object；
The task scheduling apparatus (2) is used to send form assignment instructions；
The report document management (5) is used for the form assignment instructions according to task scheduling apparatus (2), from form metadata
Manager (52) obtains form metadata object, and business datum form source file is loaded and to business from the source database (4)
Business datum in data sheet source file is handled, to generate report file according to form metadata object；
The source database (4) is used for storage service data sheet source file；
The report database (3) is used to store the report file that the report document management (5) is generated.
2. report documents management system as claimed in claim 1, it is characterised in that the form configuration template file (50) is
The form configuration template of user-defined XML file format.
3. report documents management system as claimed in claim 1 or 2, it is characterised in that the Report Engine (54) includes report
The self-defined plug-in unit of table, business datum loader, report file follower and report file exporter；The Reporting Customization
Plug-in unit is used to handle basic task and expansion interface, and the business datum loader is used to load business datum, the form text
Part follower is used to receive the business datum of the business datum loader loading and processing is formatted to it, then by lattice
Business datum after formula is exported to report file exporter；The report file exporter is used for according to form metadata pair
As generating report file with the business datum received from the report file follower.
4. report documents management system as claimed in claim 3, it is characterised in that：The Reporting Customization plug-in unit includes the date
Range format plug-in unit, data format plug-in unit, SQL perform plug-in unit, character filtering plug-in unit and Interface Expanding plug-in unit.
5. report documents management system as claimed in claim 4, it is characterised in that：The date range formats plug-in unit sum
According to plug-in unit is formatted, for being formatted processing to business datum.
6. report documents management system as claimed in claim 4, it is characterised in that：The character filtering plug-in unit be used for delete or
Filter spcial character.
7. report documents management system as claimed in claim 4, it is characterised in that：The Interface Expanding plug-in unit, which is used to extend, to be reported
The personalisation process of table.
8. report documents management system as claimed in claim 1 or 2, it is characterised in that：The report document management (5)
Also include report file downloader (56), for downloading report file.
9. report documents management system as claimed in claim 8, it is characterised in that：The report document management (5) is also
Including authority distribution manager (57), for setting different authorities according to different user class, to report file maker
(55) it is controlled with the authority of report file downloader (56).
10. report documents management system as claimed in claim 1, it is characterised in that the task scheduling apparatus (2) also includes
Timer, for clocked flip form assignment instructions.
11. report documents management system as claimed in claim 1, it is characterised in that the report document management (5) is right
Business datum is handled, specially cleaning, merger, calculating or formatting, is then integrated and is filtered.
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| CN201310573020.3A CN103559586B (en) | 2013-11-15 | 2013-11-15 | A kind of report document management, system and method |
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| CN103559586A CN103559586A (en) | 2014-02-05 |
| CN103559586B true CN103559586B (en) | 2017-07-21 |
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| Publication number | Priority date | Publication date | Assignee | Title |
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| CN104991929A (en) * | 2015-06-30 | 2015-10-21 | 李海军 | Traffic flow data collection method and system |
| CN106682096A (en) * | 2016-12-01 | 2017-05-17 | 北京奇虎科技有限公司 | Method and device for log data management |
| CN107357774A (en) * | 2017-07-24 | 2017-11-17 | 郑州云海信息技术有限公司 | A kind of report form generation method and reporting system |
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| CN102004752A (en) * | 2009-08-31 | 2011-04-06 | 埃森哲环球服务有限公司 | Flexible cube data warehousing |
| CN102207932A (en) * | 2011-06-09 | 2011-10-05 | 东北石油大学 | Rule description-based automatic report mode extraction method |
| CN102360290A (en) * | 2011-09-29 | 2012-02-22 | 用友软件股份有限公司 | Form building device and form building method |
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