CN111178027A - Report generation system and method based on online creation template and online specified data - Google Patents

Report generation system and method based on online creation template and online specified data Download PDF

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Publication number
CN111178027A
CN111178027A CN201911251365.0A CN201911251365A CN111178027A CN 111178027 A CN111178027 A CN 111178027A CN 201911251365 A CN201911251365 A CN 201911251365A CN 111178027 A CN111178027 A CN 111178027A
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China
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template
management module
report
database
data
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CN201911251365.0A
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CN111178027B (en
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姜华
边红丽
符瑜慧
杨娟
齐敬佩
方维
张艳梅
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Beijing Zunguan Technology Co ltd
Beijing University of Posts and Telecommunications
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Beijing Zunguan Technology Co ltd
Beijing University of Posts and Telecommunications
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/23Updating
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/90Details of database functions independent of the retrieved data types
    • G06F16/95Retrieval from the web
    • G06F16/953Querying, e.g. by the use of web search engines

Abstract

The invention relates to a report generating system and method based on an online establishing template and online specified data, wherein the online specified data inquiring function enables a user to directly specify data in a report, and target data can be obtained without compiling codes by professionals. The online template making function enables a user to avoid making a template with placeholders offline, avoids a large amount of testing work of making the template offline, and reduces the difficulty of making the template. The "data" and "template" are obtained by the above functions and then integrated by the report generation function of the system to generate a report, the report generation system comprising: the system comprises a user management module, a database analysis module, a query condition management module, a template management module, a report management module and a file analysis module.

Description

Report generation system and method based on online creation template and online specified data
Technical Field
The invention relates to the field of text processing in the field of computer information services, in particular to the field of text processing for automatically generating reports by using a computer, and specifically relates to a report generating system and method based on an online creation template and online designated data.
Background
The existing report automatic generation method can be divided into 2 types [3] according to whether a template is used: (1) instead of using a template, the format of the report is directly fixed in the computer program code, and the data and format are written into the report file by the program at the same time when the report is generated. The disadvantage is that it is not flexible enough to update the template. (2) The method widely used is to use a template to generate a report, and generally, a template with code placeholders needs to be made in advance, and then the system replaces the placeholders with data to finally generate the report.
Prior art solution 1 is a patent:
the patent name: report system (1) using Word as template
The applicant: beijing Kuangen network technology Limited liability company
Application No.: 201610034487.4 application date: 2016-01-19
Application publication date: 2016.09.14 State: middle trial-actual trial
The product structure is as follows: the structure of the patent has 5 layers from top to bottom: template making, report configuration, data extraction, report caching and report display. The functions of each layer are respectively as follows:
1. making a template, namely making a report template according to the code placeholder provided by the system and the existing requirement;
2. report configuration, namely performing report configuration on the contents to be displayed by the report according to the placeholder prompt provided by the system;
3. data extraction, wherein the system provides a report statistical program, and filters, counts and extracts data according to the template content and aiming at the placeholder;
4. the report cache is used for generating a report according to the type of the template while extracting the data;
5. and (4) report display, namely performing report display in a Word mode, a PDF mode, a webpage mode and the like on the presentation layer.
The working principle is as follows:
1. first, the user makes a Word report template. The template content can be filled in at will, and only the corresponding placeholder needs to be filled in the part of the data to be displayed. The placeholder in this patent is an ID number, which corresponds one-to-one to a primary key in the database.
2. Secondly, filling report parameters, filling parameters required by the report in the Excel, including placeholders and contents to be displayed by the report, and uploading the Excel to a database through the system.
3. Thirdly, the template is converted into a Word form by the system, then the data required by the report is extracted from the database according to the placeholder, the placeholder is replaced by real data (namely the data uploaded by Excel), and the report generation is completed.
Disadvantages of prior art 1:
1. the data required by the patent in report generation needs to be uploaded to a database through Excel by a user, and when the data to be used in each time is different, the Excel data needs to be uploaded for multiple times, which is a large amount of workload for the user.
2. The user needs to follow the rules of the patent, i.e., the rules of the code placeholders, when making the template. Thus, the user needs to learn the rules of the code placeholders, which are prone to errors because of their strict requirements, but this patent does not provide effective precautions.
Prior art solution 2 is a patent:
the patent name: report generation method and device [2]
The applicant: xinhua three big data technology Limited
Application No.: 201810878453.2 application date: 2018-08-03
Application publication date: 2019.02.01 State: middle trial-actual trial
The patent makes a template by inputting template content into a rich text editor on a WEB page by a user, inquires data according to inquiry duration and inquiry content in a code placeholder, and then a system inserts the data into a report template to form an intermediate file in an HTML format; and converting the format of the intermediate file to generate a report file with a preset format.
Because the style of the content to be displayed exists in the form of the label in the report template in the HTML format, a user can conveniently and flexibly edit the template on line.
Disadvantages of prior art 2:
the patent queries data according to query duration and query content in the code placeholder, only data with fixed duration (such as day and week) can be queried and compared in quantity, and query scenes irrelevant to time are difficult to meet. The patent has weak capability of querying data, and many query scenes cannot be met.
Generating reports in terms of templates is a common way for report generation tools. The mode has strong flexibility and is convenient for modifying the template. However, when a new template is made and an old template is modified, a professional is usually required to make the template according to the rule of the code placeholder, and the difficulty in making the template is high.
In addition, many existing generation tools are 'targeted development', namely, a tool suitable for the current scene is specially developed according to the requirements of customers, the interactivity is strong, the response speed is high, and the detailed requirements of the customers can be met. However, such targeted development is not only labor intensive, but also requires professional knowledge of the developer. Meanwhile, the targeted development results in that the report generation tool made for one company is difficult to be directly applied to another company.
In summary, the technical problems mainly solved by the present invention are to reduce the difficulty of template fabrication and to avoid the "targeted development" of professionals.
Disclosure of Invention
In view of the shortcomings in the prior art, it is an object of the present invention to provide a report generation system and method based on online creation templates and online specification data. The online data specifying and inquiring function enables a user to directly specify data in a report, and target data can be obtained without writing codes again by professional persons. The online template making function enables a user to avoid making a template with placeholders offline, avoids a large amount of testing work of making the template offline, and reduces the difficulty of making the template. The "data" and "templates" are obtained by the above functions and then integrated together by the report generation function of the system to generate a report.
In order to achieve the above purposes, the technical scheme adopted by the invention is as follows:
the invention provides a report generating system based on an online creating template and online specified data, which comprises: the system comprises a user management module, a database analysis module, a query condition management module, a template management module, a report management module and a file analysis module;
the user management module is used for providing user login and logout,
the database analysis module is used for acquiring the hierarchical structure of the database and providing the structural information of the database for the query condition management module and the template management module,
the query condition management module is used for displaying the hierarchical structure of the database at the front end, providing an online specified data query condition function for a user to specify report data, providing a code placeholder for the template management module during template making, and providing data for the report management module during report generation,
the template management module is used for providing the function of making templates on line, generating template files according to the webpage labels and providing the template files for the report management module when generating reports,
the file analysis module is used for storing template files uploaded by users, replacing the uploaded template files with the existing template files, updating the template files in the database and providing the latest template files for the template management module,
the report management module is used for generating a report according to the template file.
On the basis of the scheme, the user management module comprises a login function and a logout function of the user, the login function is used for recording the state of the current user, when the user logs in, other modules of the system can be used, and the user cannot use the system if the user does not log in, meanwhile, other modules record the user who operates currently, the user can check the user conveniently later, the logout function is used for quitting the current user account, and the user can conveniently keep secret data or switch accounts.
On the basis of the above scheme, the database parsing module includes: a database structure acquisition function, a database structure storage function and a trigger update function,
the database structure acquisition function is used for reading the address, the user name and the password of the database in the configuration file, connecting the address, the user name and the password to the database according to the read data, and acquiring the hierarchical structure of the database through a java.sql packet, wherein the hierarchical structure of the database comprises: the table name of the database, all the fields in the table,
the database structure storage function is used for converting the data acquired by the database structure acquisition function into a tree structure of 'table-field' and storing the tree structure into a Json file,
and the triggering updating function is used for calling the database structure to acquire function updating data when the database analysis module receives the updating instruction. Thus, the database parsing module does not need to read the structure of the database as often, since this operation is time consuming.
On the basis of the above scheme, the query condition management module includes: a database structure analyzer, a data acquirer, a query condition adding function, a deleting function, a modifying function, a storing function and a query condition testing function,
the database structure analyzer is used for reading the database structure file generated by the database analysis module, then displaying all tables and fields on a webpage for a user to select,
the data acquirer is used for inquiring the database according to the data inquiry condition on the page to acquire data and then providing the acquired data to the template management module and the report management module,
the query condition saving, adding, deleting and modifying functions refer to that the query condition management module can save the query conditions of each template and provide the functions of adding, deleting and modifying the query conditions,
the query condition test function is used for testing single or all query conditions to ensure that the query conditions stored in the database are correct.
On the basis of the above scheme, the template management module includes: a template detail checking function, a template adding function, a template updating function, a template file generating function, a template downloading function and the like,
the view template details function is used to view the contents of the template, including text content, code placeholders, pictures,
the add template function is used to add a new template, save all of the contents of the online template to the database, for the next use,
the update template function is used to update existing templates,
the template file generating function is used for converting the template made on line into a Word or Excel file, then providing the Word or Excel file to the report management module,
the download template function is used to provide template downloads to the user.
On the basis of the above scheme, the report management module includes: a report generation function, a delete report function, and a download report function,
the report generating function is used for integrating the data obtained by the query condition management module and the template file made by the template management module, adopting a same-name replacing mode to replace the code placeholder in the template with the data to finally generate a report file, storing the information of the report file in a database,
the delete report function is used to delete redundant reports,
the download reporting function is used to download reports that have been generated.
The second aspect of the present invention provides a report generating method based on an online creation template and online specified data, wherein the report generating system is applied, and comprises the following steps:
step 1, early preparation: the hierarchical structure of the database is obtained through a database analysis module, the hierarchical structure is converted into a tree structure of 'table-field', the tree structure is stored in a Json file, and meanwhile, the fact language is used for providing data for the front end;
step 2, template design: the query condition management module displays the hierarchical structure of the database at the front end, provides a function of specifying a data query condition on line, provides a query result for the template management module to use, and then the template management module makes a template on line, adds a placeholder for dynamic content and adds characters and pictures for static content;
step 3, generating a template: the template management module converts the webpage labels into template files by using the POI technology, and simultaneously saves and uploads the templates added with the styles through the file analysis module to replace templates without the styles;
step 4, generating a report: and the report management module replaces the placeholders in the template file with the same name by using the EasyPoi technology for the data acquired by executing the query condition, and finally generates a report.
On the basis of the above scheme, in step 1, the specific step of the database analysis module obtaining the hierarchical structure of the database is as follows:
and the database analysis module reads the address, the user name and the password of the database in the configuration file, connects the database according to the read data, and then acquires the hierarchical structure of the database through a java.
On the basis of the scheme, in the step 2, the specific steps of template design are as follows:
the query condition management module displays the hierarchical structure of the database at the front end by using a React tag, wherein the React tag comprises: the method comprises the steps that a pull-down frame, a cascade frame and a multi-selection pull-down frame are adopted, a read label can be added at will on a front-end page, an online specified data query condition function is provided, a query result is provided for a template management module to use, then the template management module utilizes the read label to make a template online, and a button on a page of the made template is clicked to add the read label;
the online specified data query condition of the query condition management module comprises the following steps: the query conditions are 3, and the query conditions are 'aggregate element query', 'single element query' and 'SQL query' respectively;
where the operation of "single element query" is as follows:
for elements with the number equal to 1, clicking a button of 'adding single element' of the query condition management module, adding a group of labels on a page, wherein the group of labels comprises an input box, a test button, a two-level drop-down box and a drop-down box, then selecting a field to be queried, the query condition management module querying all values in real time according to the field, and then selecting one value by a user;
the operation of "Collection element query" is as follows:
for elements with the number more than or equal to 1, clicking a button of 'add set elements' of a query condition management module to add a group of front-end tags, designating query conditions by a user, clicking 'add connection conditions' if the queried data relates to a plurality of database tables, adding 2 drop-down boxes, selecting connection fields between tables and the user in the 2 drop-down boxes by the user, and if more tables exist, continuously clicking 'add connection conditions';
the operation of the "SQL query" is as follows:
clicking an SQL adding button of the query condition management module, adding one input box on a page for naming the name of the condition, and simultaneously adding another input box for filling in an SQL statement;
the button includes: the 'add text' button, the 'add single placeholder' button, the 'add line feed' button, the 'add picture' button, the 'add form' button, the 'form' button and the 'command form end' button have the following specific functions:
the "add text" button: after clicking, an input frame is added on the page of the manufactured template to represent characters in the template;
the "Add Single placeholder" button: after clicking, a two-stage drop-down box is added on a page for manufacturing the template to represent placeholders in the template;
add new line button: after clicking, adding a line of line feed symbols in the text representation template of the line feed symbols on the page;
the "add picture" button: after clicking, adding a picture uploading button on the page, wherein the uploaded picture represents a picture in the template;
the "add table" button: after clicking, adding a drop-down box and a multi-choice drop-down box to the page, wherein the content of the drop-down box is a set element provided by a query condition management module, the content of the multi-choice drop-down box is all fields of the set element, and the selected fields represent each column in a table in the template;
after adding a plurality of columns of contents in the table, if the table button is "True", the newly added React tag will be newly established in the table and then added with the contents until the table button is set to "False", or the user clicks the "command table end" button, the table is not ended, and the subsequently added React tag will be newly established in a new paragraph or another table in the template.
On the basis of the scheme, in the step 3, the specific steps of generating the template are as follows:
3-1, the front end of the template management module transmits the data of the React label on the page to the rear end in a json format;
step 3-2, the rear end of the template management module analyzes the json data into objects, then a blank document is created by using a POI technology, a character paragraph is created by using an XWPFParagraph class, static character content is solidified into the template, and a single element in dynamic content is converted into a placeholder and is filled in the template; creating a Picture using the Picture class; creating a table by using XWPFTable classes, and then converting the collection elements in the dynamic content into placeholders in a traversal form to fill in columns of the table;
3-3, storing the query conditions defined by the user and the React tags on the pages into a database by the template management module, so that the user can conveniently check and modify the query conditions and the React tags in the pages; meanwhile, the template management module creates a file output stream, writes the data obtained in the above steps into the stream, and then calls a write () method of the file output stream to generate a template file;
and 3-4, downloading the template file by the user through the template downloading function in the template management module, then storing the template file in a computer, and adding styles for the template file through Office software of Microsoft, wherein the styles comprise: font, size, centering, paging and the like, and then the template file with the pattern is uploaded to the system through the file analysis module, and the template without the pattern is replaced by a new template.
On the basis of the above scheme, in step 4, the specific steps of generating the report are as follows:
the report management module obtains the template information to be used, and obtains all corresponding query conditions according to the information, and queries the database to obtain the target data, stores the target data into a key value pair (such as Map in Java language) or a set (such as List in Java language), specifically, converts the date type data into an adult-month-day, converts the picture type into a picture entity class,
the report management module analyzes the contents in the Word or Excel template by using the easy Poi technology, if the contents comprise the placeholder of { { xxx } }', the xxx is regarded as a variable and is replaced by the data with the same name,
the report management module analyzes a table in a Word or Excel template by using an easy Poi technology, when a traversal placeholder is analyzed (the dynamic content with the quantity larger than 1 is shown), firstly, the same quantity of table lines are created according to the quantity of data, the style of a line where the placeholder is located is copied according to the style of a new line, each line corresponds to a piece of data, each column corresponds to a field, then, the data is filled in a cell by setting the Text attribute of the cell,
the report management module adds a database record in the database, saves the time and path of report generation, is convenient for later viewing,
and modifying the data query conditions, such as replacing the value of a certain field, and clicking a 'report generation' button to generate a new report, so that the reuse of the template is realized.
The invention has the beneficial effects that:
the online data specifying and inquiring function enables a user to directly specify data in a report, and target data can be obtained without writing codes again by professional persons.
The online template making function enables a user to avoid making a template with placeholders offline, avoids a large amount of testing work of making the template offline, and reduces the difficulty of making the template.
The "data" and "templates" are obtained by the above functions and then integrated together by the report generation function of the system to generate a report.
The invention can serve a plurality of companies in a plurality of industries, spans two platforms of Linux and Windows and has stronger universality.
Drawings
The invention has the following drawings:
fig. 1 is a block diagram of the overall design of the system.
Figure 2 is a service block diagram.
FIG. 3 System Master interface.
Figure 4 selects a single element.
FIG. 5 selects a collection element.
Fig. 6 makes buttons of the template.
Figure 7 adds dynamic content.
Fig. 8 adds a table.
The system of fig. 9 generates a report template without added styles.
Fig. 10 adds a template of the pattern.
Fig. 11 charge report 1.
Fig. 12 charge report 2.
Detailed Description
The following description will be made in terms of the order from the creation of the template to the generation of the report, taking the billing report as an example, with reference to fig. 1 to 12.
(1) Obtaining a hierarchical structure of a database
The user does not need to acquire the hierarchical structure of the database every time, and the hierarchical structure of the database is acquired only when the system is used for the first time and the structure of the database is changed. The specific operation method comprises the following steps: the user fills addresses, user names and passwords of a database in a specified configuration file application, then clicks a button for updating a database structure of a database analysis module, and then the analysis module acquires a hierarchical structure of the database, stores the hierarchical structure into a tree structure of table-field and stores the tree structure into a Json file.
The functions of the above contents are as follows: the user can trigger the database parsing module to parse the structure of the database and provide data for the following steps. In particular, the user does not need to perform this operation when the database is not adding or subtracting tables, fields.
(2) Specifying data query conditions online
As shown in the system main interface of FIG. 3, the query condition management module provides a WEB page allowing a user to specify query conditions online. The page provides 3 buttons, to which 3 query terms can be added, respectively: "Collection element", "Single element", "SQL query". The user may add any number and order of query conditions. The user is required to know about the database, which table and which field the data to be queried pertains to.
The operation of specifying 3 kinds of query conditions is as follows:
for elements equal to 1, clicking the "single element" button adds a set of labels (including an input box, a test button, a two-level drop-down box, and a drop-down box) as shown in fig. 4 to the page, and then the user selects the field to be queried, the system queries all values in real time according to the field, and then the user selects one of the values.
For elements with the number larger than or equal to 1, clicking a 'set element' button, adding a group of front-end tags by the system, and specifying query conditions by the user. If the data of the query relates to multiple database tables, clicking "Add join terms," the system adds 2 drop-down boxes as shown in FIG. 5, and the user selects the join fields between tables in these 2 drop-down boxes. If there are more tables, continue clicking "Add connection Condition".
Specifically, the system can also use the SQL statements input by the user on the WEB page as query conditions. Thus, the user can use the functions of counting, summing, averaging and the like of the SQL statement to present the counting, summing and averaging results in the report.
Before saving, the user needs to test all the query conditions, and can click the test button of each query condition one by one to test, or click the 'test all' button to test. The system then pieces the query conditions together into SQL statements. All SQL statements are tested, if the test is successful, the success is displayed, if the test is failed, the error reason is prompted, and a user needs to modify according to the error reason.
The user then clicks the "save all conditions" button and the system saves all query conditions when they pass the test. The query conditions are used to make templates and generate reports.
When the stored query conditions are updated, the query conditions on the WEB page only need to be modified, and after all the query conditions are tested successfully, the button of storing all the conditions is clicked to finish the storage.
The system enforces that the user define a name for each query condition, and that the name is not renamed. So that the user can use the data by name when making the template online.
The function of the above contents is to enable the user to specify which data in the report is generated online, and no professional person is used for writing codes to obtain database data, so that 'targeted development' is avoided, and the user without computer programming capability can also specify the data to be queried. Meanwhile, when the data in the report is required to be changed, the data can be replaced only by clicking and selecting the data on the interface, so that the data acquisition efficiency is greatly improved.
(3) Online manufacturing template
The present invention defines a "template" as: word, Excel file with placeholders, the placeholder is shaped like "{ { xxx } }", consisting of double brackets and variable names. In the template, the dynamic content in the report is represented by a placeholder such as { { xxx } } and the static content is solidified into the template. Therefore, when the system analyzes the template, the system can inquire in the data according to the name and the characters in the placeholder, and finally replace the placeholder with the inquired data under the same name. When a report is generated, placeholders in the template are homonymized for data.
The invention provides a mode for making a template on line, wherein a front end uses a React + Ant front end frame to present character paragraphs, tables and pictures in Word by using an input frame, a drop-down frame and pictures on a WEB page respectively.
Fig. 6 shows various buttons for making the template online, and the user needs to click on these buttons on the WEB page according to the content of the report, so as to add and delete various fact tags.
By clicking on these buttons, several template contents are created:
1. click "add input box" to add static text content: the page is added with a read entry box, the user enters the content, and the system solidifies it into the template.
2. Click "add picture" to upload picture: the user needs to upload the picture.
3. Click "add single placeholder" to add a number of dynamic content equal to 1: the number of the dynamic contents is equal to 1, the dynamic contents are called as 'single elements', the number is fixed to 1, for example, after the user clicks in fig. 7, a two-level drop-down box of reach is added to a page of the template management module, the first level is a unique name of the user for a query condition, the second level is a field in a result queried by the query condition selected by the first level, the user selects a target field, and then the system converts the target field into a common placeholder.
4. Clicking "add table" adds dynamic content whose number is greater than or equal to 1: we call it "collection element". The user clicks on the "Add Table" Add drop-down box and drop-down multiple-selection box first, then specifies the element, and then specifies the fields to traverse, each field being converted to each column in the template table, as shown in FIG. 8.
The options in the drop-down box all come from the name of the user for the query. Therefore, invalid data can be prevented from being quoted by placeholders in the template made by the user, and the accuracy of the template is improved.
When the saved template is updated, the user only needs to modify the tags on the page, including modifying the content of the tags, increasing and decreasing various types of tags, and then clicks the 'save change' button.
The effect of the above contents is that the user can make the template on line, so that the user does not need to learn the rule of the placeholder when making the template, and does not need to test the placeholder, thereby reducing the difficulty of making the template, and enabling the user without development ability to have the capability of making the template.
(4) Conversion of dynamic web pages into template files
After the user finishes making the template on line and stores the query conditions, the user clicks the button of storing the new template in fig. 3, the system can test all the query conditions, if an error occurs, an error is reported, if no error occurs, the front-end label is converted into the template file, the user is prompted to generate the template file to be a public, and the user can download the template file.
The present invention generates a template, which is a charge report, by using the above steps, and the user clicks the 'download template' button of the template management module to open the template file, as shown in fig. 9, because there is no style, all the contents are displayed on the left.
The functions of the above contents are as follows: the user clicks the "save new template" button to convert the dynamic web page into a template file and save it in the database.
(5) Modifying template pattern under user line, uploading to system
The user needs to edit the template style offline, after the user downloads the template file, the user edits the template style according to own requirements by using Office software of Microsoft, but the characters in the placeholders cannot be modified, otherwise, when a report is generated, the placeholders cannot be replaced by data in a homonymy mode.
In this embodiment, Microsoft Word is used to add styles, including centering characters, resizing, adjusting colors, and the like, to the downloaded template file. As a result, as shown in fig. 10, the user uploads the file to the system, and the file parsing module parses the uploaded template file and replaces the original template file with the uploaded template file.
The functions of the above contents are as follows: and editing the style of the template file under the subscriber line to enable the style of the template to be the same as that of the report, so that the generated report can meet the requirements on the style.
(6) Report generation
The user clicks a ' report generation ' button on a page of the report management module, after the system generates a report, the browser starts to download the generated report, and the user can open the report on the user's own computer by using Word or Excel software. Reports that have already been generated may be viewed on the reports management module's all reports' page, which the user may download multiple times.
The user can reuse the template by modifying the data query conditions, such as replacing the value of a field, to generate a new report. For example, if the "number" is equal to a08, the report of a10 can be generated after changing the value of the "number" field to a 10.
In the present embodiment, a report is generated according to the above steps, as shown in fig. 11 and 12, which is a charging report commonly used by a testing institution.
The functions of the above contents are as follows: the user clicks the "generate report" button and downloads the report generated by the system.
There are several techniques for generating reports from templates, including but not limited to: aspose technology [5], visual basic technology [6] [11], LabVIEW technology [3] [10] [14], XSL/FO conversion RTF template [4], MATLAB tool [16 ].
The technical key points and points to be protected of the invention are as follows:
on one hand, the invention realizes the on-line template making by using the React front-end framework, and can determine the content in the template by editing the React label. In another aspect, the present invention allows a user to specify report data by specifying query terms in a front-end page. The method for making the template online enables a user not to edit the placeholder online, and avoids the situation that developers write codes to acquire data. The invention integrates the online production template and the online specified query condition to finally generate the report, and the integrated idea and method are the key points and the points to be protected of the invention.
References (e.g. patents/papers/standards)
[1] A report system using Word as template for Beijing Conn network technology Limited responsibility company, patent P2016-01-19
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[11] Wu-B-Wu-B-
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List of abbreviations, english and key term definitions:
1. code placeholders: characters like { { xxx } }, where xxx is the name of the variable, the system queries the data of the same name according to the name of the variable, and then replaces the code placeholder with the data. Code placeholders are used in the templates.
2. Template: the document used to generate the report is the same style as the report. The dynamic content in the report is represented by code placeholders, and the static, unchanging content is solidified in the template. The system replaces the placeholder with the data of the same name based on the name of the code placeholder, and generates a report.
3. Front end: the system is divided into a front end and a back end. The front end refers to a part running on a browser and is an interface directly faced by a user; the back end refers to the part running on the server.
4. POI: a technology developed by the Apache company can read and write Office files such as word and excel by using Java language.
5. Easy Poi: the method supports a technology of generating reports according to Word and Excel templates, and code placeholders need to be filled in the templates. The method is simple to use, the workload of developers is reduced, and the system utilizes the technology and writes codes by itself to generate reports according to the templates.
6. And (5) React: a development framework for a front end.
7. Java: a programming language.
Those not described in detail in this specification are within the skill of the art.

Claims (10)

1. A report generating system based on an online creation template and online specified data, comprising: the system comprises a user management module, a database analysis module, a query condition management module, a template management module, a report management module and a file analysis module;
the user management module is used for providing user login and logout,
the database analysis module is used for acquiring the hierarchical structure of the database and providing the structural information of the database for the query condition management module and the template management module,
the query condition management module is used for displaying the hierarchical structure of the database at the front end, providing an online specified data query condition function for a user to specify report data, providing a code placeholder for the template management module during template making, and providing data for the report management module during report generation,
the template management module is used for providing the function of making templates on line, generating template files according to the webpage labels and providing the template files for the report management module when generating reports,
the file analysis module is used for storing template files uploaded by users, replacing the uploaded template files with the existing template files, updating the template files in the database and providing the latest template files for the template management module,
the report management module is used for generating a report according to the template file.
2. The report generating system according to claim 1, wherein the user management module comprises a login and logout function of the user, the login function is used to record the status of the current user, when the user logs in, other modules of the system can be used, and when the user does not log in, the other modules cannot be used, meanwhile, the other modules record the currently operating user, so that the user can conveniently check the user later, and the logout function is used to log out the current user account, so that the user can conveniently keep data secret or switch accounts.
3. The report generation system based on online creation templates and online specified data of claim 1, wherein the database parsing module comprises: a database structure acquisition function, a database structure storage function and a trigger update function,
the database structure acquisition function is used for reading the address, the user name and the password of the database in the configuration file, connecting the address, the user name and the password to the database according to the read data, and acquiring the hierarchical structure of the database through a java.sql packet, wherein the hierarchical structure of the database comprises: the table name of the database, all the fields in the table,
the database structure storage function is used for converting the data acquired by the database structure acquisition function into a tree structure of 'table-field' and storing the tree structure into a Json file,
and the triggering updating function is used for calling the database structure to acquire function updating data when the database analysis module receives the updating instruction.
4. The report generating system based on online created templates and online specified data of claim 1, wherein the query condition management module comprises: a database structure analyzer, a data acquirer, a query condition adding function, a deleting function, a modifying function, a storing function and a query condition testing function,
the database structure analyzer is used for reading the database structure file generated by the database analysis module, then displaying all tables and fields on a webpage for a user to select,
the data acquirer is used for inquiring the database according to the data inquiry condition on the page to acquire data and then providing the acquired data to the template management module and the report management module,
the query condition saving, adding, deleting and modifying functions refer to that the query condition management module can save the query conditions of each template and provide the functions of adding, deleting and modifying the query conditions,
the query condition test function is used for testing single or all query conditions to ensure that the query conditions stored in the database are correct.
5. The report generating system based on online created templates and online specified data of claim 1, wherein the template management module comprises: a view template details function, an add template function, an update template function, a generate template file function, and a download template function,
the view template details function is used to view the contents of the template, including text content, code placeholders, pictures,
the add template function is used to add a new template, save all of the contents of the online template to the database, for the next use,
the update template function is used to update existing templates,
the template file generating function is used for converting the template made on line into a Word or Excel file, then providing the Word or Excel file to the report management module,
the download template function is used to provide template downloads to the user.
6. The report generation system based on online creation templates and online specification data of claim 1, wherein the report management module comprises: a report generation function, a delete report function, and a download report function,
the report generating function is used for integrating the data obtained by the query condition management module and the template file made by the template management module, adopting a same-name replacing mode to replace the code placeholder in the template with the data to finally generate a report file, storing the information of the report file in a database,
the delete report function is used to delete redundant reports,
the download reporting function is used to download reports that have been generated.
7. A report generation method based on an online creation template and online specification data, applying the report generation system of any one of the above claims 1-6, characterized by comprising the steps of:
step 1, early preparation: the hierarchical structure of the database is obtained through a database analysis module, the hierarchical structure is converted into a tree structure of 'table-field', the tree structure is stored in a Json file, and meanwhile, the fact language is used for providing data for the front end;
step 2, template design: the query condition management module displays the hierarchical structure of the database at the front end, provides a function of specifying a data query condition on line, provides a query result for the template management module to use, and then the template management module makes a template on line, adds a placeholder for dynamic content and adds characters and pictures for static content;
step 3, generating a template: the template management module converts the webpage labels into template files by using the POI technology, and simultaneously saves and uploads the templates added with the styles through the file analysis module to replace templates without the styles;
step 4, generating a report: and the report management module replaces the placeholders in the template file with the same name by using the EasyPoi technology for the data acquired by executing the query condition, and finally generates a report.
8. The report generating method based on the online created template and the online specified data as claimed in claim 7, wherein in step 1, the specific steps of the database parsing module obtaining the hierarchical structure of the database are:
and the database analysis module reads the address, the user name and the password of the database in the configuration file, connects the database according to the read data, and then acquires the hierarchical structure of the database through a java.
9. The report generating method based on online created template and online specified data as claimed in claim 7, wherein in step 2, the specific steps of template design are:
the query condition management module displays the hierarchical structure of the database at the front end by using a React tag, wherein the React tag comprises: the method comprises the steps that a pull-down frame, a cascade frame and a multi-selection pull-down frame are adopted, a read label can be added at will on a front-end page, an online specified data query condition function is provided, a query result is provided for a template management module to use, then the template management module utilizes the read label to make a template online, and a button on a page of the made template is clicked to add the read label;
the online specified data query condition of the query condition management module comprises the following steps: the query conditions are 3, and the query conditions are 'aggregate element query', 'single element query' and 'SQL query' respectively;
where the operation of "single element query" is as follows:
for elements with the number equal to 1, clicking a button of 'adding single element' of the query condition management module, adding a group of labels on a page, wherein the group of labels comprises an input box, a test button, a two-level drop-down box and a drop-down box, then selecting a field to be queried, the query condition management module querying all values in real time according to the field, and then selecting one value by a user;
the operation of "Collection element query" is as follows:
for elements with the number more than or equal to 1, clicking a button of 'add set elements' of a query condition management module to add a group of front-end tags, designating query conditions by a user, clicking 'add connection conditions' if the queried data relates to a plurality of database tables, adding 2 drop-down boxes, selecting connection fields between tables and the user in the 2 drop-down boxes by the user, and if more tables exist, continuously clicking 'add connection conditions';
the operation of the "SQL query" is as follows:
clicking an SQL adding button of the query condition management module, adding one input box on a page for naming the name of the condition, and simultaneously adding another input box for filling in an SQL statement;
the button includes: the 'add text' button, the 'add single placeholder' button, the 'add line feed' button, the 'add picture' button, the 'add form' button, the 'form' button and the 'command form end' button have the following specific functions:
the "add text" button: after clicking, an input frame is added on the page of the manufactured template to represent characters in the template;
the "Add Single placeholder" button: after clicking, a two-stage drop-down box is added on a page for manufacturing the template to represent placeholders in the template;
add new line button: after clicking, adding a line of line feed symbols in the text representation template of the line feed symbols on the page;
the "add picture" button: after clicking, adding a picture uploading button on the page, wherein the uploaded picture represents a picture in the template;
the "add table" button: after clicking, adding a drop-down box and a multi-choice drop-down box to the page, wherein the content of the drop-down box is a set element provided by a query condition management module, the content of the multi-choice drop-down box is all fields of the set element, and the selected fields represent each column in a table in the template;
after adding a plurality of columns of contents in the table, if the table button is "True", the newly added React tag will be newly established in the table and then added with the contents until the table button is set to "False", or the user clicks the "command table end" button, the table is not ended, and the subsequently added React tag will be newly established in a new paragraph or another table in the template.
10. The report generating method based on the online created template and the online specified data as claimed in claim 7, wherein in the step 3, the specific step of generating the template is:
3-1, the front end of the template management module transmits the data of the React label on the page to the rear end in a json format;
step 3-2, the rear end of the template management module analyzes the json data into objects, then a blank document is created by using a POI technology, a character paragraph is created by using an XWPFParagraph class, static character content is solidified into the template, and a single element in dynamic content is converted into a placeholder and is filled in the template; creating a Picture using the Picture class; creating a table by using XWPFTable classes, and then converting the collection elements in the dynamic content into placeholders in a traversal form to fill in columns of the table;
3-3, storing the query conditions defined by the user and the React tags on the pages into a database by the template management module, so that the user can conveniently check and modify the query conditions and the React tags in the pages; meanwhile, the template management module creates a file output stream, writes the data obtained in the above steps into the stream, and then calls a write () method of the file output stream to generate a template file;
and 3-4, downloading the template file by the user through a template downloading function in the template management module, then storing the template file in a computer, and adding styles to the template file through Office software, wherein the styles comprise: font, size, centering and paging, uploading the template file with the pattern to a system through a file analysis module, and replacing the template without the pattern with a new template;
in step 4, the specific steps of generating the report are as follows:
the report management module obtains the template information to be used, obtains all corresponding query conditions according to the information, queries a database to obtain target data, stores the target data into a key value pair or a set, particularly converts date type data into adult-month-day data, converts picture types into picture entity types,
the report management module analyzes the contents in the Word or Excel template by using the easy Poi technology, if the contents comprise the placeholder of { { xxx } }', the xxx is regarded as a variable and is replaced by the data with the same name,
the report management module analyzes a table in a Word or Excel template by using an easy Poi technology, when a traversal placeholder is analyzed to be { { fe } }, table lines with the same quantity are created according to the quantity of data, the style of a new line copies the style of a line where the placeholder is located, each line corresponds to one piece of data, each column corresponds to one field, then the data is filled in a cell by setting the Text attribute of the cell,
the report management module adds a database record in the database, saves the time and path of report generation, is convenient for later viewing,
and modifying the data query condition, and clicking a 'report generation' button to generate a new report, so that the reuse of the template is realized.
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