CN113240392A - Report generation method and system based on robot process automation - Google Patents
Report generation method and system based on robot process automation Download PDFInfo
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Abstract
The invention relates to a report generation method and a report generation system based on robot process automation, belongs to the technical field of RPA (resilient packet access), and solves the problem that the existing method does not support batch delivery of multiple reports or has high requirements on data deployment of various service systems acquired through interfaces. The method comprises the following steps: configuring a plurality of report templates in advance; the robot automatically obtains a data source from a corresponding service system according to the report template and a preset access rule; the robot automatically generates a form template according to the report template and the access rule, and processes original data in the data source into dynamic template data in the form template; the robot automatically acquires the dynamic template data to the report template to finish the data acquisition of the dynamic data, and simultaneously, the static data and the style in the report template are reserved; and the robot performs autonomous analysis on the dynamic template data to obtain a relevant conclusion and sends the relevant conclusion to the report template so as to automatically generate a report. And the simultaneous issuing of multiple reports in batches is supported, and the execution and working efficiency is greatly improved.
Description
Technical Field
The invention relates to the technical field of robot process automation, in particular to a report generation method and system based on robot process automation.
Background
Reports are widely used and are important for enterprise management, so that various departments often need to make various reports in time. At present, the following schemes for acquiring reports automatically in the market mainly exist:
the first scheme is as follows: the data are acquired to the form in each service system through manual processing, the result is calculated through the existing formula on the form, and then the data on the form are found one by one and pasted to the report. The time efficiency and the normalization of the report are also higher, and a plurality of reports need to be provided, and each report has a large amount of contents. Therefore, when there are many service systems, the content of the report is also many, the workload is also large when various reports are accumulated, the operation is extremely complicated, the efficiency is low, the manual work is easy to make mistakes, and the timeliness and the quality are difficult to ensure.
Scheme II: in a traditional software mode, data in each service system needs to be acquired through an interface mode, then relevant configuration is provided for a user in software, and a report is generated by the system according to a rule.
Disclosure of Invention
In view of the foregoing analysis, embodiments of the present invention provide a report generating method and system based on robot process automation, so as to solve the problem that the existing report generating method does not support batch delivery of multiple reports, or the data deployment requirement for acquiring each service system through an interface is high, and the report generating method and system are not easy to popularize.
In one aspect, an embodiment of the present invention provides a report generation method based on robot process automation, including: pre-configuring a plurality of report templates, wherein the report templates comprise static data and dynamic data, and the dynamic data comprises types of texts, tables and/or graphs; the robot automatically obtains a data source from a corresponding service system according to the report template and a preset access rule; the robot automatically generates a form template according to the report template and the access rule, and processes original data in the data source into dynamic template data in the form template; the robot automatically acquires the dynamic template data to a corresponding report template to finish the access of the dynamic data, and simultaneously reserves the static data and the style in the report template; and the robot carries out autonomous analysis on the dynamic template data to obtain related conclusion to the report template so as to automatically generate a report.
The beneficial effects of the above technical scheme are as follows: according to the report generation method provided by the embodiment of the invention, the data source is automatically acquired from each service system according to the access rule, so that the high deployment requirement for acquiring the data of each system through the interface can be avoided. The form template is automatically generated, original data are processed into dynamic template data, then the dynamic template data are automatically obtained to a report to finish the access of the dynamic data, and meanwhile, the static data and the style in the report are reserved, so that the method can support batch simultaneous report issuing of multiple reports, the whole operation process is completely automatically executed by a system, and the execution efficiency and the working efficiency are greatly improved.
Based on a further improvement of the above method, pre-configuring a plurality of report templates further comprises:
configuring static data in a report, wherein the static data comprises logo, style and text content; configuring the text, the table, and the graphic in the dynamic data in the report, wherein configuring the text, the table, and the graphic in the dynamic data in the report further comprises bracketing text, table names, and graphic names that require robot access with a "$ { }" symbol.
Based on the further improvement of the method, the step that the robot automatically obtains the data source from the corresponding service system according to the preset access rule further comprises the following steps: determining a report type for generating a report based on dynamic data in the report template; and the robot automatically logs in a data system associated with the report type according to the report type and the access rule and acquires data corresponding to the report type from the data system.
Based on the further improvement of the method, the access rule comprises: when the report type is a financial quick report analysis report, the robot automatically logs in a report module of a financial system and obtains full-table data of a purchase and sale business statistical table, an asset liability table, a profit table, a component expense table and a profit table; when the report type is a service command center report, the robot automatically logs in a nailing system, and respectively selects various types of work orders to inquire and acquire corresponding work order data, wherein the work order data comprises manually formed excel table data; and when the report type is an engineering project audit report, the robot automatically logs in a planning system to obtain engineering project data, logs in a legal system to obtain engineering contract data, logs in a PMS system and an e-commerce platform to obtain material warehouse-in and warehouse-out data, and logs in an ERP system to obtain engineering accounting data and material transferring data.
Based on a further improvement of the above method, the robot automatically generating a form template according to the report template and the access rule further comprises: the robot respectively and automatically generates a text variable tab, a table and graphic effective range and a mapping relation according to the text, the table and the graphic in the report template to set the tab, the table self-defining tab and the graphic self-defining tab so as to generate an initial table template; setting a plurality of formulas in the initial form template to generate target data from the raw data; and setting a preset rule for generating a form or a graph based on the original data and the target data or the target data so as to automatically generate the form template.
Based on a further improvement of the above method, the processing the data in the data source into dynamic template data in the form template further comprises: the robot fills the original data in the form template according to the report template and the access rule; generating the target data in the form template according to the plurality of formulas; and generating a related perspective table or perspective as the dynamic template data according to the preset rule, wherein the dynamic template data further comprises target data.
Based on a further improvement of the above method, the robot automatically acquiring the dynamic template data into a report template to complete the fetching of the dynamic content further comprises: the robot acquires the processed dynamic template data, judges the corresponding relation between the type of the dynamic data and the marked position in the report according to the page signature in the form, writes the corresponding relation into the specific position of the report template, retains the styles of texts, forms and graphs defined by the original user, and automatically updates the catalog so as to automatically generate the report.
Based on a further improvement of the above method, the robot performing an autonomous analysis on the dynamic template data to obtain a relevant conclusion into the report template to automatically generate a report further includes: and the robot compares tables or graphs in the dynamic template data with corresponding historical tables or graphs and performs autonomous analysis to obtain relevant conclusions to the report template so as to automatically generate a report, wherein the relevant conclusions comprise ring ratio or homonymy change trends of one or more indexes.
In another aspect, an embodiment of the present invention provides a report generating system based on robot process automation, including: the system comprises a basic setting module, a report module and a report module, wherein the basic setting module is used for configuring a plurality of report templates in advance, the report templates comprise static data and dynamic data, and the dynamic data comprises types of texts, tables and/or graphs; the service data acquisition module is used for the robot to automatically acquire a data source from a corresponding service system according to the report template and a preset access rule; the report generation module is used for the robot to autonomously analyze the dynamic template data to obtain a relevant conclusion and send the relevant conclusion to the report template so as to automatically generate a report, and comprises a report dynamic data processing unit and a report static data processing unit, wherein the report dynamic data processing unit is used for the robot to automatically generate a form template according to the report template and the access rule, process original data in the data source into dynamic template data in the form template, and automatically acquire the dynamic template data to a corresponding report template so as to finish the access of the dynamic data; and the report static data processing unit is used for automatically identifying the static content in the report through a Match algorithm by the robot and automatically retaining the static data and the style in the report template.
Based on the further improvement of the system, the service data acquisition module is further used for judging the report type of the report to be generated based on the dynamic data in the report template; the robot automatically logs in a data system associated with the report type according to the report type and the access rule, and acquires data corresponding to the report type from the data system, wherein the access rule comprises: when the report type is a financial quick report analysis report, the robot automatically logs in a report module of a financial system and obtains full-table data of a purchase and sale business statistical table, an asset liability table, a profit table, a component expense table and a profit table; when the report type is a service command center report, the robot automatically logs in a nailing system, and respectively selects various types of work orders to inquire and acquire corresponding work order data, wherein the work order data comprises manually formed excel table data; and when the report type is an engineering project audit report, the robot automatically logs in a planning system to obtain engineering project data, logs in a legal system to obtain engineering contract data, logs in a PMS system and an e-commerce platform to obtain material warehouse-in and warehouse-out data, and logs in an ERP system to obtain engineering accounting data and material transferring data.
Compared with the prior art, the invention can realize at least one of the following beneficial effects:
1. and the data source is automatically acquired from each service system according to the access rule, so that the high deployment requirement for acquiring the data of each system through the interface can be avoided.
2. The form template is automatically generated, original data are processed into dynamic template data, then the dynamic template data are automatically obtained to a report to finish the access of the dynamic data, and meanwhile, the static data and the style in the report are reserved, so that the method can support batch simultaneous report issuing of multiple reports, the whole operation process is completely automatically executed by a system, and the execution efficiency and the working efficiency are greatly improved.
3. The effective identification range of the data source can be reduced by setting the effective range of the table graph and setting the tab through the mapping relation, and the tab in the table template is allowed to be inconsistent with the table or graph name of the report template through the mapping relation set between the data source and the name of the report template in the table template.
In the invention, the technical schemes can be combined with each other to realize more preferable combination schemes. Additional features and advantages of the invention will be set forth in the description which follows, and in part will be obvious from the description, or may be learned by practice of the invention. The objectives and other advantages of the invention will be realized and attained by the structure particularly pointed out in the written description and drawings.
Drawings
The drawings are only for purposes of illustrating particular embodiments and are not to be construed as limiting the invention, wherein like reference numerals are used to designate like parts throughout.
Fig. 1 is a flowchart of a report generation method based on robot process automation according to an embodiment of the present invention.
Fig. 2 is a block diagram of a report generation system based on robotic process automation according to an embodiment of the present invention.
Fig. 3 is a detailed block diagram of a report generation system based on robot process automation according to an embodiment of the present invention.
FIG. 4 is a diagram of text variables of a form template according to an embodiment of the invention.
FIG. 5 is a table showing valid ranges of table graphics and mapping relationships according to an embodiment of the present invention.
FIG. 6 is a data source of a form custom tab according to an embodiment of the present invention.
FIG. 7 is a table in a report template according to an embodiment of the present invention.
FIG. 8 is a data source of a graphical custom tab according to an embodiment of the present invention.
FIG. 9 is a table and its corresponding graph in a report template according to an embodiment of the invention.
Detailed Description
The accompanying drawings, which are incorporated in and constitute a part of this application, illustrate preferred embodiments of the invention and together with the description, serve to explain the principles of the invention and not to limit the scope of the invention.
The invention discloses a report generation method based on robot process automation. Referring to fig. 1, a report generation method based on robot process automation includes: step S102, a plurality of report templates are configured in advance, wherein the report templates comprise static data and dynamic data, and the dynamic data comprises types of texts, tables and/or graphs; step S104, the robot automatically obtains a data source from a corresponding service system according to a report template and a preset access rule; step S106, the robot automatically generates a form template according to the report template and the access rule, and processes the original data in the data source into dynamic template data in the form template; step S108, the robot automatically acquires the dynamic template data to the corresponding report template to finish the access of the dynamic data, and simultaneously, the static data and the style in the report template are reserved; and step S110, the robot carries out autonomous analysis on the dynamic template data to obtain a relevant conclusion and sends the conclusion to a report template so as to automatically generate a report.
Compared with the prior art, the report generation method provided by the embodiment automatically acquires the data source from each service system according to the access rule, and can avoid the high deployment requirement for acquiring the data of each system through the interface. The form template is automatically generated, original data are processed into dynamic template data, then the dynamic template data are automatically obtained to a report to finish the access of the dynamic data, and meanwhile, the static data and the style in the report are reserved, so that the method can support batch simultaneous report issuing of multiple reports, the whole operation process is completely automatically executed by a system, and the execution efficiency and the working efficiency are greatly improved.
Hereinafter, a report generation method based on robot process automation will be described in detail with reference to fig. 1.
Referring to fig. 1, a report generation method based on robot Process Automation (RPA is english abbreviation of Robotic Process Automation) includes: step S102, a plurality of report templates are configured in advance, wherein the report templates comprise static data and dynamic data, and the dynamic data comprises types of texts, tables and/or graphs. Specifically, pre-configuring the plurality of report templates further comprises: configuring static data in the report, wherein the static data comprises logo, style and text content; configuring text, tables and graphs in the dynamic data in the report, wherein the user-defined text, tables and graphs in the dynamic data in the report further comprises enclosing the text, table names and graph names needing the robot to fetch numbers with the symbol "$ { }". For example, "$ { report time }", "$ { table 1 work order source statistics }", "$ { fig. 1 power supply advanced service situation }", and the corresponding tables and graphics are set in the document, including the column head, line spacing, style of the table, style of the graphics, and so on. Thus, if not bracketed by a designated symbol, processing is by static data.
And step S104, the robot automatically obtains a data source from a corresponding service system according to the report template and a preset access rule. The robot automatically obtains the data source from the corresponding service system according to the preset access rule further comprises: determining a report type of a report to be generated based on dynamic data in a report template; and the robot automatically logs in a data system associated with the report type according to the report type and the access rule, and acquires data corresponding to the report type from the data system. The access rule comprises the following steps: when the report type is a financial quick report analysis report, the robot automatically logs in a report module of a financial system and acquires all-table data of a purchase and sale business statistical table, an asset liability table, a profit table, a component expense table and a profit table; when the report type is a service command center report, the robot automatically logs in a nailing system, and respectively selects various types of work orders to inquire and acquire corresponding work order data, wherein the work order data comprises manually formed excel table data; and when the report type is an engineering project audit report, the robot automatically logs in a Planning and Planning system to obtain engineering project data, logs in a legal system to obtain engineering contract data, logs in a PMS (power production management system) system and an e-commerce platform to obtain material warehouse-out and warehousing data, and logs in an ERP (Enterprise Resource Planning) system to obtain engineering financial data and transfer data.
And S106, automatically generating a form template by the robot according to the report template and the access rule, and processing the original data in the data source into dynamic template data in the form template. The robot automatically generating the form template according to the report template and the access rule further comprises: the robot respectively and automatically generates a text variable tab, a table and graphic effective range and a mapping relation according to the text, the table and the graphic in the report template to set the tab, the table self-defining tab and the graphic self-defining tab so as to generate an initial table template; setting a plurality of formulas in an initial form template to generate target data according to original data; and setting a preset rule for generating a form or graph based on the original data and the target data or the target data to automatically generate a form template. Processing data in the data source into dynamic template data in the form template further comprises: the robot fills the original data in the form template according to the report template and the access rule; generating target data in a table template according to a plurality of formulas; and generating a related perspective table or perspective as dynamic template data according to a preset rule, wherein the dynamic template data further comprises target data.
Step S108, the robot automatically acquires the dynamic template data to the corresponding report template to finish the access of the dynamic data, and simultaneously, the static data and the style in the report template are reserved. The robot automatically acquiring dynamic template data into the report template to complete the fetching of the dynamic content further comprises: and the robot acquires the processed dynamic template data, judges the corresponding relation between the type of the dynamic data and the marked position in the report according to the page signature in the form, writes the corresponding relation into the specific position of the report template, retains the styles of the text, the form and the graph defined by the original user, and automatically updates the catalog so as to automatically generate the report.
And step S110, the robot carries out autonomous analysis on the dynamic template data to obtain a relevant conclusion and sends the conclusion to a report template so as to automatically generate a report. The robot performing autonomous analysis on the dynamic template data to obtain relevant conclusions in the report template to automatically generate a report further comprises: and the robot compares tables or graphs in the dynamic template data with corresponding historical tables or graphs and autonomously analyzes the tables or graphs to obtain related conclusions to the report template so as to automatically generate a report, wherein the related conclusions comprise ring ratio or homonymy change trends of one or more indexes.
Hereinafter, a report generation method based on robot process automation is described in detail by way of specific examples with reference to fig. 4 to 9.
The RPA (robot process automation) simulates manual operation by a robot, and automatically executes the service which originally needs manual repeated processing according to the algorithm rule preset by a program under the condition of not changing the function of the existing service system.
The scheme provides a report generation method based on RPA, which comprises the steps of acquiring data sources of all service systems through a robot, processing according to rules set by a data acquisition template of the robot to form a form template, acquiring form data into a report by the robot, automatically generating dynamic texts, forms, graphs and catalogues of the report while keeping static content of the report, automatically analyzing the report, generating data perspective charts into the report according to preset rules, and supporting batch delivery of multiple reports, thereby realizing full-automatic report generation.
The following technical effects can be achieved: based on the existing office software (such as WORD and EXCEL), the report issuing is completed through the processing of data by combining an automatic technology; the processing mode is very flexible, the learning cost is very low, for example, the existing tools are familiar to the user, the user only needs to typeset in WORD, the functions which can be realized by WORD can be realized by the method; the method is completely different from the report tool in the existing market in nature, in addition, the report tool has high cost for each item to be invested, and the processable function range is limited, and the method can achieve better application effect by only utilizing the existing tool and carrying out some processing through the RPA technology.
The scheme provides a report generation method based on RPA, which comprises the steps of acquiring data sources of all service systems through a robot, processing the data sources into form templates according to rules set by the access rule templates of the robot, acquiring form data into reports by the robot, automatically generating dynamic texts, forms, graphs and catalogues of the reports while keeping static contents of the reports, automatically analyzing the reports, generating data perspective charts into the reports according to preset rules, and supporting batch delivery of multiple reports, thereby realizing full-automatic report generation. The method does not need to fetch data through an interface, is simple to deploy, and is low in research and development difficulty and cost; the method can directly operate the form and the report, can highly restore the manual operation effect, and ensures the quality of the report.
In the embodiment, an automation technology is utilized to automatically acquire data sources in each business system to a form template, a report is directly generated according to rules and can be autonomously analyzed, a relevant data pivot table is generated according to preset rules, an interface is not needed, the manual operation effect can be highly restored through robot processing, the efficiency is high, and the quality of the report is ensured; the simultaneous issuing of multiple reports is supported; the whole operation process is completely and automatically executed, the execution efficiency of the robot is greatly improved compared with that of manual processing, and the working efficiency is greatly improved.
The specific idea of the patent comprises:
1. the report is of various types, users can use the existing office software (such as WORD) to self-define a report template, and the report comprises static data and dynamic data (the dynamic data is marked by a fixed mark and is detailed in a report template file); the robot automatically identifies the fixed labels, judges the types of the dynamic data as texts, tables and graphs, and generates corresponding table files (see excel files in detail). For example, the configuration of the word report is completed before the robot is used, static data is kept unchanged during robot processing, and dynamic data is replaced according to rules. (1) Static data: and the user customizes logo, style, text content and the like in the report as required. (2) Dynamic data: the user respectively uses the symbol of "${ }" to cover the text, table name and graphic name which need to be taken by the robot, such as "$ { report time }", "$ { table 1 work order source statistical table }", "$ { advanced service situation of power supply station in fig. 1 }", and sets the corresponding table and graphic in the document, including the column head, line spacing, style of graphic, etc. of the table; if not bracketed by a designated symbol, then processing as static data.
2. The robot automatically acquires data sources in each service system;
because the types of reports are various, the sources of the report data are different, the manual operation is tedious and time-consuming, and not all the sources are suitable for being acquired through the interfaces.
For example, the access rules include:
1) financial quick report analysis report: the robot automatically logs in a report module of the financial system to respectively obtain full-table data of a purchase and sale business statistical table, an asset and debt table, a profit table, a component expense table and a profit table;
2) the service command center reports: the robot automatically logs in the nail, selects various types of work orders respectively, and inquires and acquires corresponding work order data; the robot automatically acquires manually formed excel table data;
3) and (4) auditing reports of engineering projects: the robot automatically logs in a planning system to obtain engineering project data, logs in a legal system to obtain engineering contract data, and logs in a PMS (power production management system) system and an e-commerce platform to obtain material warehouse-out and warehouse-in data; logging in an ERP (Enterprise Resource Planning) system to acquire engineering accounting data, transferring data and the like.
3. And the robot acquires the acquired data source to the form file. Specifically, the robot processes the data according to the report template and the data acquisition rule to form template data.
The following two processing modes can be considered:
1) the robot is internally provided with data processing and mapping rules, and fills the data into corresponding cell positions of the excel file after processing the data;
2) and (3) further processing the excel file generated by the robot by the user, such as: the method comprises the steps of firstly designating a tab stored in a position obtained by a data source (such as a financial quick report analysis report, wherein the tab is named as a purchase and sale business statistical table, an asset and debt table, a profit table, a cost and expense table and a profit table, a robot can automatically obtain corresponding report data to the tab), and then setting an excel formula (such as inter-table access and operation for obtaining data and processing) on a cell to be accessed by a subsequent report template.
Form template automatically generated by robot according to report template
(1) "text variable" tab: the sheet table name is fixed as a "text variable".
The field name:
a fixed field:
"reporting time": when the field is set, the field can be linked with other tabs of the excel table according to the report time, and if the time columns in other tabs have a plurality of date times, the robot can acquire the rows consistent with the report time and record the rows into a word report; if the "time" column is not set for other tabs, the same effect as the custom field is used.
"report name": when the field is set, the value of the field can be obtained as the name of the final report when generated; if not set, or the field value is null, default to "scheme name" + "number of daypresent year" ("number of daypresent year" is custom field in Tongzhou daybook); if other schemes do not have the field of 'number of annual period of the daily report', the 'scheme name' + 'report time' is taken;
self-defining fields: the field name is self-defined, the filling is consistent with the variable name enclosed by the symbol { } in the word report, and the field name in one document is only required and can not be of the same name; the custom fields may not be consistent with the order in the word report;
field value: automatic filling can be performed through a robot; the user can fill in a fixed value or set an excel access formula to generate a corresponding value according to needs (refer to fig. 4).
(2) The effective range and mapping relation of the table graph are set as follows: setting an effective range, and acquiring data by the robot according to the setting without processing the setting; the allowed word template form or the graphic name is not consistent with the name of the sheet of the excel template, and the mapping relation can be set in the same row of the sheet. So that the recognition effective range and the mapping relation between the data source and the word template can be reduced (refer to fig. 5).
(3) Form self-defining tab: according to the requirement of a word template report (refer to fig. 7), a user can customize a corresponding tab in an excel template, the name of the tab can be customized, and the mapping relation with the word template is filled in the last step.
The contents in the table are consistent with those in the word report, the column sequence on the two templates can be inconsistent, but the column names are completely consistent, so that a user can configure the time column according to needs, and if the time column is configured, the time column is linked with the report time in the text variable (refer to fig. 6).
(4) Self-defined tabs of the graph: according to the requirement of a word template report (refer to fig. 9), a user can self-define a corresponding tab in an excel template (refer to fig. 8), the name of the tab can be self-defined, and the mapping relation with the word template is filled in the previous step. The excel template has consistent table relation content and sequence with the word template graph (refer to FIG. 9).
4. The robot automatically acquires the data in the form template to the report, completes the access of the dynamic content, and simultaneously reserves the static content and the style in the report. Specifically, the robot acquires the processed form data, determines the correspondence between the type of the dynamic data (e.g., the text type is a field name or a tab name) and the labeled position in the report according to the tab name in the form, writes the correspondence into the specific position of the report, retains the style of the text, the form, and the graph originally defined by the user, automatically updates the directory, and generates the report.
5. And the robot performs autonomous analysis on the report to obtain a relevant conclusion to the report.
6. The robot generates a pivot table of relevant data into the report.
7. The robot saves the report locally. Specifically, the robot report is saved and stored under a specified directory.
8. The robot feeds back the task processing situation in an email mode. Specifically, the robot automatically sends a message or email to the user after processing result feedback and automatic generation of a report.
The service data is automatically acquired through a robot process automation technology, the service data is processed, the report required by the user is finally formed, manual intervention is not needed in the process, and the report quality, accuracy and efficiency are higher.
The invention discloses a report generation system based on robot process automation. Referring to fig. 2, comprising: a report generation system based on robot process automation includes: a basic setting module 202, a business data acquisition module 204 and a report generation module 206.
The basic setup module 202 is used to pre-configure a plurality of report templates, wherein a report template includes static data and dynamic data, and the dynamic data includes types of text, tables, and/or graphics. The service data acquisition module 204 is used for the robot to automatically acquire a data source from a corresponding service system according to the report template and a preset access rule. The report generation module 206 is used for the robot to perform autonomous analysis on the dynamic template data to obtain a relevant conclusion and to automatically generate a report. The report generation module 206 includes a report dynamic data processing unit 208 and a report static data processing unit 210. The report dynamic data processing unit 208 is used for the robot to automatically generate a form template according to the report template and the access rule, process the original data in the data source into dynamic template data in the form template, and automatically acquire the dynamic template data to the corresponding report template to complete the access of the dynamic data; the report static data processing unit 210 is used for the robot to automatically recognize the static content in the report through the Match algorithm and automatically retain the static data and the style in the report template.
Specifically, the service data obtaining module 204 is further configured to determine a report type of the report to be generated based on the dynamic data in the report template; the robot automatically logs in a data system associated with the report type according to the report type and an access rule, and acquires data corresponding to the report type from the data system, wherein the access rule comprises: when the report type is a financial quick report analysis report, the robot automatically logs in a report module of a financial system and acquires all-table data of a purchase and sale business statistical table, an asset liability table, a profit table, a component expense table and a profit table; when the report type is a service command center report, the robot automatically logs in a nailing system, and respectively selects various types of work orders to inquire and acquire corresponding work order data, wherein the work order data comprises manually formed excel table data; and when the report type is an engineering project audit report, the robot automatically logs in a planning system to obtain engineering project data, logs in a legal system to obtain engineering contract data, logs in a PMS system and an e-commerce platform to obtain material warehouse-in and warehouse-out data, and logs in an ERP system to obtain engineering accounting data and material transfer data.
The report generation system based on robot process automation corresponds to a report generation method based on robot process automation. Therefore, the report generating system further includes a plurality of other modules, and in this embodiment, detailed descriptions of the plurality of other modules are omitted to avoid redundancy.
Hereinafter, a report generation system based on robot process automation is described in detail by way of specific examples with reference to fig. 3.
In the embodiment, the robot flow automation technology is utilized, the data source of each service system is obtained by adopting the robot flow automation technology, the static data and the dynamic data in the report generated by the data source are automatically obtained, and meanwhile, the operation of issuing a plurality of reports in batches is supported. Referring to fig. 3, the present system includes: the system comprises a basic setting module, a service data acquisition module, a report generation module and a processing result feedback module, wherein each module is subdivided into a plurality of unit functions.
[ Foundation setting acquisition Module ]
Parameter setting unit
This unit is the basis for the running of this application, by means of which it is possible to specify:
1. the login address of each business system, user information, passwords, account information and the like.
2. And setting a report date, acquiring corresponding date data according to the report date, and generating a report of the corresponding date.
3. And the report scheme setting is used for setting all report schemes needing to be generated.
4. And setting a file naming rule, wherein the file naming rule is used for setting naming rules of the forms acquired by each service system, the processed forms and the automatically generated reports, and the robot automatically names the forms acquired each time, the processed forms and the automatically generated reports according to the rules.
5. And setting a file storage path, wherein the file storage path is used for setting storage paths of the forms, the processed forms and the reports acquired by each service system, and the robot automatically stores the forms, the processed forms and the generated reports acquired by each service system to a specified path or acquires data files from the specified path.
6. Data acquisition settings: specifying a data acquisition path, query conditions, and the like;
7. setting data processing;
8. template settings are reported.
[ Business data acquisition Module ]
Service data acquisition unit
Many business systems are involved, and the following description is given in the form of financial system data acquisition:
the robot logs in a financial system at regular time, enters a corresponding function menu, inquires out service data through a find Element technology in an RPA Framework, and obtains the service data through a downloading function of the system and a jawin component reading or an interface Element obtaining mode through a webdriver/SAPride/UIA technology.
Data processing unit
The robot automatically identifies the dynamic content in the report according to the dynamic data label, judges the type (text, form, graph and the like) required by the dynamic content according to the Document technology, and automatically forms a form template by the contents such as the text name, the form name, the header name and the like.
And automatically processing the Data of each business system through a Loading Data engine, and putting the Data into a form template to form the Data required by the report.
[ report generation Module ]
Report static data processing unit
The robot automatically identifies the static content in the report through a Match algorithm and automatically reserves the static content of the report.
Report dynamic data processing unit
The robot automatically identifies dynamic contents in the report according to the dynamic data labels, matches the contents such as text names, table names, header names and the like in the data table to obtain corresponding data, and automatically generates dynamic texts, tables, graphs, catalogues, self-analysis contents, data analysis charts and the like according to the Document technology.
And scanning the data source table by using a VBA technology to obtain data, and classifying and storing according to the page signature. When the data type is a text type, the report label is covered by a matching numerical value according to a marking content matching algorithm, when the data type is a two-dimensional chart, a report chart data model is firstly analyzed, and imported data are distinguished according to different data model algorithms to form a visual chart.
Report batching unit
The robot automatically retrieves the RobotConfig report acquisition scheme, batches all reports to be generated, and stores the reports in a specified path.
[ processing result feedback Module ]
Feedback message parameter setting unit
And setting a mode and related parameters of the processing result feedback user, wherein the mode and related parameters comprise mails, short messages, communication tools and the like.
Feedback message parameter setting unit
And feeding back the feedback mode set by the feedback message parameter setting unit according to the result of the processing result processing unit in the report generating module.
Compared with the prior art, the invention can realize at least one of the following beneficial effects:
1. and the data source is automatically acquired from each service system according to the access rule, so that the high deployment requirement for acquiring the data of each system through the interface can be avoided.
2. The form template is automatically generated, original data are processed into dynamic template data, then the dynamic template data are automatically obtained to a report to finish the access of the dynamic data, and meanwhile, the static data and the style in the report are reserved, so that the method can support batch simultaneous report issuing of multiple reports, the whole operation process is completely automatically executed by a system, and the execution efficiency and the working efficiency are greatly improved.
3. The effective identification range of the data source can be reduced by setting the effective range of the table graph and setting the tab through the mapping relation, and the tab in the table template is allowed to be inconsistent with the table or graph name of the report template through the mapping relation set between the data source and the name of the report template in the table template.
Those skilled in the art will appreciate that all or part of the flow of the method implementing the above embodiments may be implemented by a computer program, which is stored in a computer readable storage medium, to instruct related hardware. The computer readable storage medium is a magnetic disk, an optical disk, a read-only memory or a random access memory.
The above description is only for the preferred embodiment of the present invention, but the scope of the present invention is not limited thereto, and any changes or substitutions that can be easily conceived by those skilled in the art within the technical scope of the present invention are included in the scope of the present invention.
Claims (10)
1. A report generation method based on robot process automation, comprising:
pre-configuring a plurality of report templates, wherein the report templates comprise static data and dynamic data, and the dynamic data comprises types of texts, tables and/or graphs;
the robot automatically obtains a data source from a corresponding service system according to the report template and a preset access rule;
the robot automatically generates a form template according to the report template and the access rule, and processes original data in the data source into dynamic template data in the form template;
the robot automatically acquires the dynamic template data to a corresponding report template to finish the access of the dynamic data, and simultaneously reserves the static data and the style in the report template; and
and the robot carries out autonomous analysis on the dynamic template data to obtain related conclusion to the report template so as to automatically generate a report.
2. The robotic process automation-based report generation method of claim 1 wherein pre-configuring a plurality of report templates further comprises:
configuring static data in a report, wherein the static data comprises logo, style and text content;
configuring the text, the table, and the graphic in the dynamic data in the report, wherein configuring the text, the table, and the graphic in the dynamic data in the report further comprises bracketing text, table names, and graphic names that require robot access with a "$ { }" symbol.
3. The method of claim 1, wherein the step of automatically accessing the data source from the corresponding service system by the robot according to the pre-set access rule further comprises:
determining a report type for generating a report based on dynamic data in the report template;
and the robot automatically logs in a data system associated with the report type according to the report type and the access rule and acquires data corresponding to the report type from the data system.
4. The robotic process automation-based report generation method of claim 3 wherein the access rule comprises:
when the report type is a financial quick report analysis report, the robot automatically logs in a report module of a financial system and obtains full-table data of a purchase and sale business statistical table, an asset liability table, a profit table, a component expense table and a profit table;
when the report type is a service command center report, the robot automatically logs in a nailing system, and respectively selects various types of work orders to inquire and acquire corresponding work order data, wherein the work order data comprises manually formed excel table data; and
when the report type is an engineering project audit report, the robot automatically logs in a planning system to obtain engineering project data, logs in a legal system to obtain engineering contract data, logs in a PMS system and an e-commerce platform to obtain material warehouse-in and warehouse-out data, and logs in an ERP system to obtain engineering accounting data and material transferring data.
5. The robot-process-automation-based report generation method of claim 3, wherein the robot automatically generating a form template according to the report template and the access rule further comprises:
the robot respectively and automatically generates a text variable tab, a table and graphic effective range and a mapping relation according to the text, the table and the graphic in the report template to set the tab, the table self-defining tab and the graphic self-defining tab so as to generate an initial table template;
setting a plurality of formulas in the initial form template to generate target data from the raw data; and
and setting a preset rule for generating a form or a graph based on the original data and the target data or the target data so as to automatically generate the form template.
6. The robotic process automation-based report generation method of claim 5 wherein processing data in the data source into dynamic template data in the form template further comprises:
the robot fills the original data in the form template according to the report template and the access rule;
generating the target data in the form template according to the plurality of formulas; and
and generating a related perspective table or perspective as the dynamic template data according to the preset rule, wherein the dynamic template data further comprises target data.
7. The robot-process automation based report generation method of claim 1 wherein the robot automatically obtaining the dynamic template data into a report template to complete the fetching of the dynamic content further comprises:
the robot acquires the processed dynamic template data, judges the corresponding relation between the type of the dynamic data and the marked position in the report according to the page signature in the form, writes the corresponding relation into the specific position of the report template, retains the styles of texts, forms and graphs defined by the original user, and automatically updates the catalog so as to automatically generate the report.
8. The method of claim 1, wherein the robot performing an autonomous analysis of the dynamic template data to obtain relevant arguments into the report template to automatically generate a report further comprises:
and the robot compares tables or graphs in the dynamic template data with corresponding historical tables or graphs and performs autonomous analysis to obtain relevant conclusions to the report template so as to automatically generate a report, wherein the relevant conclusions comprise ring ratio or homonymy change trends of one or more indexes.
9. A report generation system based on robotic process automation, comprising:
the system comprises a basic setting module, a report module and a report module, wherein the basic setting module is used for configuring a plurality of report templates in advance, the report templates comprise static data and dynamic data, and the dynamic data comprises types of texts, tables and/or graphs;
the service data acquisition module is used for the robot to automatically acquire a data source from a corresponding service system according to the report template and a preset access rule;
the report generation module is used for the robot to automatically analyze the dynamic template data to obtain related conclusion and automatically generate a report, and comprises a report dynamic data processing unit and a report static data processing unit,
the report dynamic data processing unit is used for the robot to automatically generate a form template according to the report template and the access rule, process original data in the data source into dynamic template data in the form template, and automatically acquire the dynamic template data to a corresponding report template to finish access of the dynamic data;
and the report static data processing unit is used for automatically identifying the static content in the report through a Match algorithm by the robot and automatically retaining the static data and the style in the report template.
10. The robotic process automation-based report generating system in accordance with claim 9 wherein the business data acquisition module is further configured to determine a report type for which to generate a report based on dynamic data in the report template; the robot automatically logs in a data system associated with the report type according to the report type and the access rule, and acquires data corresponding to the report type from the data system, wherein the access rule comprises:
when the report type is a financial quick report analysis report, the robot automatically logs in a report module of a financial system and obtains full-table data of a purchase and sale business statistical table, an asset liability table, a profit table, a component expense table and a profit table;
when the report type is a service command center report, the robot automatically logs in a nailing system, and respectively selects various types of work orders to inquire and acquire corresponding work order data, wherein the work order data comprises manually formed excel table data; and
when the report type is an engineering project audit report, the robot automatically logs in a planning system to obtain engineering project data, logs in a legal system to obtain engineering contract data, logs in a PMS system and an e-commerce platform to obtain material warehouse-in and warehouse-out data, and logs in an ERP system to obtain engineering accounting data and material transferring data.
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