CN113342821B

CN113342821B - Report configuration method, device, equipment and computer storage medium

Info

Publication number: CN113342821B
Application number: CN202110729395.9A
Authority: CN
Inventors: 王希
Original assignee: WeBank Co Ltd
Current assignee: WeBank Co Ltd
Priority date: 2021-06-29
Filing date: 2021-06-29
Publication date: 2023-04-07
Anticipated expiration: 2041-06-29
Also published as: CN113342821A; WO2023273073A1

Abstract

The invention relates to the technical field of financial science and technology, and discloses a report configuration method, a report configuration device, report configuration equipment and a computer storage medium. The method comprises the following steps: importing each service data record obtained by statistical calculation according to each native field in a preset table structure into the preset table structure to obtain a target data table; acquiring report configuration information configured on the basis of a report configuration interface, wherein the report configuration information comprises access demand information and display demand information configured for each configurable field in the report configuration interface; converting the access demand information into a target structured query statement, and querying in a target data table by adopting the target structured query statement to obtain report data; and displaying the report data according to a display rule defined by the display requirement information. The invention can realize self-service access of business personnel, does not need to provide requirements for developers, does not have a edition issuing process of the developers, and greatly improves the access efficiency of the business personnel.

Description

Report configuration method, device, equipment and computer storage medium

Technical Field

The invention relates to the technical field of financial technology (Fintech), in particular to a report configuration method, a device, equipment and a computer storage medium.

Background

With the development of computer technology, more and more technologies are applied in the financial field, and the traditional financial industry is gradually changing to financial technology, but higher requirements are also put forward on the technologies due to the requirements of the financial industry on safety, instantaneity, stability and the like.

In the process of enterprise operation and operation, business personnel need to monitor and analyze business operation data more efficiently and conveniently so as to better understand and deeply insights inventory and incremental customers in business development. The current mode is that service personnel submits the data acquisition requirement to developers, the data is acquired by the developers and then provided to the service personnel, and the service personnel manually summarizes reports according to the acquired data. Due to frequent change of business requirements, high temporary access requirements, deviation of understanding of business requirements by developers and the like, business personnel often cannot acquire data quickly.

Disclosure of Invention

The invention mainly aims to provide a report configuration method, a report configuration device, report configuration equipment and a computer storage medium, and aims to solve the technical problem that business personnel cannot quickly acquire required data at present.

In order to achieve the above object, the present invention provides a report configuration method, where the report configuration method includes:

importing each service data record obtained by statistical calculation according to each native field in a preset table structure into the preset table structure to obtain a target data table;

the method comprises the steps of obtaining report configuration information configured on the basis of a report configuration interface, wherein the report configuration information comprises access requirement information and display requirement information configured for each configurable field in the report configuration interface, and the configurable field is a native field or a self-defined field for performing formula operation on the native field;

converting the access demand information into a target structured query statement, and querying in the target data table by adopting the target structured query statement to obtain report data;

and displaying the report data according to a display rule defined by the display requirement information.

In addition, to achieve the above object, the present invention further provides a report configuring apparatus, including:

the import module is used for importing each service data record obtained by statistical calculation according to each native field in a preset table structure into the preset table structure to obtain a target data table;

the report configuration information comprises access requirement information and display requirement information configured for each configurable field in the report configuration interface, and the configurable field is the native field or a custom field for performing formula operation on the native field;

the query module is used for converting the access demand information into a target structured query statement and querying in the target data table by adopting the target structured query statement to obtain report data;

and the display module is used for displaying the report data according to the display rule defined by the display demand information.

In addition, to achieve the above object, the present invention further provides a report configuring device, where the report configuring device includes: the report configuring method comprises the following steps of a memory, a processor and a report configuring program which is stored on the memory and can run on the processor, wherein when the report configuring program is executed by the processor, the report configuring program realizes the steps of the report configuring method.

In addition, in order to achieve the above object, the present invention further provides a computer storage medium, on which a report configuring program is stored, and the report configuring program, when executed by a processor, implements the steps of the report configuring method as described above.

Furthermore, to achieve the above object, the present invention further provides a computer program product, which includes a computer program, and when the computer program is executed by a processor, the computer program implements the steps of the report configuration method as described above.

The method comprises the steps of importing all service data records obtained through statistical calculation according to all native fields in a preset table structure into the preset table structure to obtain a target data table; the method comprises the steps of obtaining report configuration information configured on the basis of a report configuration interface, wherein the report configuration information comprises access requirement information and display requirement information configured aiming at each configurable field in the report configuration interface, and the configurable field is a native field or a self-defined field for performing formula operation on the native field; converting the access demand information into a target structured query statement, and querying in a target data table by adopting the target structured query statement to obtain report data; and displaying the report data according to the display rule defined by the display requirement information. The target data table is obtained by predefining a table structure and pre-counting and calculating a data import table structure, so that business personnel can obtain data from the data table according to required dimensionality and indexes, and self-service data obtaining of the business personnel is realized; through setting a visual report configuration interface, business personnel can configure reports visually, and then the reports are converted into structured query statements to query a data table according to information configured by the business personnel and automatically drawn, thereby realizing the visual report configuration of the business personnel. That is, the invention provides a self-service visual report configuration scheme, which can realize self-service access of business personnel without providing requirements for developers, has no edition issuing process of the developers, greatly improves the access efficiency of the business personnel, enables the business personnel to complete report configuration by self without mastering complex structured query sentences through a visual configuration interface, and quickly generates a report display page without manually drawing a report.

Drawings

Fig. 1 is a schematic device structure diagram of a report configuration device hardware operating environment according to an embodiment of the present invention;

FIG. 2 is a flowchart illustrating a report configuring method according to a first embodiment of the present invention;

FIG. 3 is an exemplary report configuration interface according to an embodiment of the present invention;

FIG. 4 is a diagram illustrating an exemplary report effect according to an embodiment of the present invention;

fig. 5 is a functional module diagram of an embodiment of a report configuring apparatus according to the present invention.

The implementation, functional features and advantages of the objects of the present invention will be further explained with reference to the accompanying drawings.

Detailed Description

It should be understood that the specific embodiments described herein are merely illustrative of the invention and are not intended to limit the invention.

Referring to fig. 1, fig. 1 is a schematic device structural diagram of a report configuration device hardware operating environment according to an embodiment of the present invention.

The report configuration device in the embodiment of the invention can be a smart phone, a Personal Computer (PC), a tablet Computer, a portable Computer, and the like.

As shown in fig. 1, the report configuring apparatus may include: a processor 1001, e.g. a CPU, a communication bus 1002, a user interface 1003, a network interface 1004, a memory 1005. Wherein a communication bus 1002 is used to enable connective communication between these components. The user interface 1003 may include a Display (Display), an input unit such as a Keyboard (Keyboard), and the optional user interface 1003 may also include a standard wired interface, a wireless interface. The network interface 1004 may optionally include a standard wired interface, a wireless interface (e.g., a Wi-Fi interface). The memory 1005 may be a high-speed RAM memory or a non-volatile memory (e.g., a magnetic disk memory). The memory 1005 may alternatively be a storage device separate from the processor 1001.

Those skilled in the art will appreciate that the report configuration device architecture shown in FIG. 1 does not constitute a limitation of the report configuration device and may include more or fewer components than shown, or some components may be combined, or a different arrangement of components.

As shown in fig. 1, a memory 1005, which is a kind of computer storage medium, may include therein an operating system, a network communication module, a user interface module, and a report configuring program.

In the terminal shown in fig. 1, the network interface 1004 is mainly used for connecting to a backend server and performing data communication with the backend server; the user interface 1003 is mainly used for connecting a client and performing data communication with the client; the processor 1001 may be configured to call the report configuring program stored in the memory 1005 and perform the following operations according to the embodiments of the report configuring method of the present invention.

Based on the hardware structure, the invention provides various embodiments of the report configuration method.

Referring to fig. 2, fig. 2 is a flowchart illustrating a first embodiment of a tag generation method according to the present invention.

While a logical order is shown in the flowchart, in some cases, the steps shown or described may be performed in a different order than shown. In this embodiment, the report configuration method execution main body may be a device such as a smart phone, a personal computer, a server, and the like, and for convenience of description, the description of each embodiment is performed by using the configuration system execution main body. In this embodiment, the report configuration method includes:

step S10, importing each service data record obtained by statistical calculation according to each native field in a preset table structure into the preset table structure to obtain a target data table;

in this embodiment, a self-service visual report configuration scheme is provided to solve the problem that business personnel need to extract data from developers, the developers obtain data to draw reports for the business personnel, and the data acquisition efficiency is low. On one hand, a database table structure is established by a developer according to business logic, the table structure comprises most of fields required by business personnel so as to meet most of fixed requirements, original business data are subjected to statistical calculation according to the fields in the table structure by utilizing a data warehouse and then are led into the table structure to obtain a database data table, and the business personnel can fetch the data from the data table according to required dimensions and indexes when needing to fetch the data, namely, the self-service fetching of the business personnel is realized; on the other hand, through setting a visual report configuration interface, service personnel can visually select dimensions and indexes, and then the information configured by the service personnel is converted into a structured query statement query data table and a report is automatically drawn, so that the visual report configuration of the service personnel is realized. The self-service visual report configuration scheme can realize self-service data acquisition of business personnel, does not need to provide requirements for the development personnel, does not have a version issuing process of the development personnel, greatly improves the data acquisition efficiency of the business personnel, enables the business personnel to complete the report configuration by self without mastering complex structured query sentences through a visual configuration interface, quickly generates a report display page, and does not need to manually draw a report.

Specifically, before establishing a database table structure (or called a data model), a developer may first define a development specification of the table structure, and then establish the table structure (i.e., a preset table structure) in the configuration system according to the development specification. The database may be a MySQL database or other structured query language based database. Each field in the table structure may be a field that may be required by a service person, obtained by analyzing a service chain by a developer, and the required field is different according to a specific service scenario, which is not limited herein.

In one embodiment, an example of a development specification is as follows:

specification of table name naming

report _ service abbreviation _ [ source table custom part ], example: report _ zhj _ cust _ loan _ data

Table field annotation specification

Product _ code ' int (4) comment ' product code '

Adding self-increment key in table

`id`bigint(11)NOT NULL AUTO_INCREMENT COMMENT'primary key'

Table end add creation time field

'create _ time' time NOT NULL DEFAULT CURRENT _ time 'creation time'

Table storage engine

ENGINE＝InnoDB CHARACTER SET＝utf8 COLLATE＝utf8_bin

Field type creation specification

Time field varchar (32) -type is string format 2020-01-01 or 20200101

String varchar (32) -length defined case by case

The integer type bigint (11) -length is defined case by case

Fractional type decimal (18, 4) -length is defined case by case

An example of a table structure is as follows:

the configuration system performs statistical calculation on the original data according to fields (hereinafter referred to as native fields) in a preset table structure to obtain each piece of service data, and imports the service data into the preset table structure to obtain a data table. For example, if the native field includes "number of orders per day," the number of orders per day for the product is statistically calculated from the raw order user data. Specifically, the configuration system can conduct statistical calculation based on a Hive data warehouse, and after Hadoop cluster calculation is completed, the calculated business data are guided into the MySQL database in a Sqoop mode.

In one embodiment, the configuration system may be configured to periodically pull raw data statistics and update the data table at certain intervals. For example, data is pulled and calculated according to a period of every day, every week, every month or every year, and the period can be specifically set according to business requirements so as to support different report types such as daily report, weekly report, monthly report and annual report. Specifically, the data in each period may be summarized into a service data import data table according to the period statistics and the update data table, for example, the data in one week is summarized into a service data import data table every other week, and only the data in each week is presented in the data table; the summarizing mode may be that data in any day in a period is taken to be subjected to statistical calculation to serve as the data in the period, or the data in the period is subjected to statistical calculation and then averaged to serve as the data in the period, or other summarizing modes, and the summarizing mode may be specifically set according to business requirements. The range of one week may be set according to business requirements, for example, a week from sunday to saturday, or a week from monday to sunday.

It should be noted that, according to different service requirements, developers may develop different table structures, and provide different data tables for service personnel to select.

Step S20, report configuration information configured based on a report configuration interface is obtained, wherein the report configuration information comprises access requirement information and display requirement information configured aiming at each configurable field in the report configuration interface, and the configurable field is the native field or a self-defined field for performing formula operation on the native field;

the configuration system is provided with a report configuration interface, a selection control for business personnel to select the data table can be arranged in the report configuration interface, namely the business personnel need to select which data table according to the data in which data table, and the configuration system can take the data table selected based on the selection control as a target data table.

The report configuration interface can be provided with a configuration component for business personnel to carry out report display styles, report dimensions and indexes, the configuration system can acquire report configuration information based on configuration operation triggered by the business personnel based on the configuration component, and the report configuration information can comprise access requirement information and display requirement information configured aiming at each configurable field in the report configuration interface. The configurable field is a native field in a preset table structure or a custom field for performing formula operation on the native field; the formula operation may be addition, subtraction, multiplication, division, and the like of the native field, and for example, a custom field may be defined to represent the result calculated according to the formula (a-B)/a for the native fields a and B. Further, a field configuration component for business personnel to perform field configuration can be set in the report configuration interface, according to whether the business personnel can configure each configurable field in the report and how to display the configurable field, the configuration system acquires access requirement information and display requirement information configured for each configurable field according to configuration operation triggered by the business personnel based on the component. The access requirement information may include information such as fields to be accessed and access conditions, and the display requirement information may include information such as fields to be displayed and display modes.

Specifically, in an embodiment, after the configuration system determines the target data table, a field configuration component may be displayed in the report configuration interface, and each native field in the preset table structure corresponding to the target data table and each configuration item corresponding to each native field are displayed in the field configuration component. The field configuration component can also display field deleting and adding controls for business personnel to delete the displayed fields in the field configuration component or add custom fields; the configuration system deletes the field and the configuration item of the field in the field configuration component according to the triggering operation of business personnel on the deletion control of a certain displayed field, and adds a row of fields and the configuration item of the field in the field configuration component according to the triggering operation of business personnel on the addition control.

The fields displayed in the field configuration component can be configured, and the configuration items of the configurable fields can include, for example, table display, field name, display name, parent header, field type, decimal place, field source, expansion/contraction, contraction way, sorting way, graphic display and the like, and in a specific embodiment, the number of the configurable fields can be less or more according to business requirements, for example, when there is no requirement for decimal place of data display, the configuration item of decimal place may not be set, and for example, when there is a need to help business personnel to better understand field meaning and logic, the configuration item can be added with fields to describe the configuration item. The following illustrates the functions of the configuration items, but in the specific embodiment, the definitions or functions of the configuration items may be changed based on the following examples:

the "table display" is used to configure whether the field needs to be exposed in the report. The field name is used as a field name in the structured query statement, the field name of the original field adopts the field name in the preset table structure and cannot be configured, and the field name of the custom field can be configured as required. The 'presentation name' is used for being presented as a header in a report, the presentation name of the native field can be defined by default in a preset table structure and can be modified, and the presentation name of the custom field can be configured. The 'parent header' is an upper level of a display name, fields with the same index type as the parent header are displayed as adjacent columns in the report, and only the parent header of the field with the index type as the field type can be configured. The field type is used for configuring the type of the field, and the configurable field type comprises a dimension type and an index type; if the native field of the default table structure includes a date, the date may also be a separate field type; the field of the date type can not configure the configuration items of the field source, the decimal place, the expansion/contraction mode, the contraction mode and the sorting mode, the field of the dimension type can not configure the configuration items of the field source, the decimal place and the contraction mode, and the field of the index type can not configure the configuration items of the expansion/contraction mode. The 'decimal place' only acts on the field with the field type as an index, and configurable options comprise percentage, decimal place, unit thousand, unit ten thousand, unit hundred million and the like; wherein the option percentage represents the data usage percentage presentation of the field, such as 80.12%, while the number of digits of the percentage decimal place may be set; the option decimal place indicates that the data of the field is displayed by using default data, and meanwhile, the decimal place of the data can be set; the option unit thousand indicates that the data of the field uses default data to divide by 1000, and the number of decimal digits can be set; the option unit ten thousand indicates that the data of the field uses default data to divide 10000, and simultaneously, the digit of a decimal place can be set; the option unit hundred million indicates that the data of this field is divided by 10000000 using default data, and the number of bits of the decimal place can be set. The "field source" indicates a source of an allocable field, a field source of a native field is not allocable by default, and a field source of a custom field may be configured as a formula for calculating a native field, for example, a field source of a custom field is defined as (a-B)/a, which indicates that data of the custom field is calculated according to the formula using data of the native fields a and B; that is, the service personnel can directly obtain the data of the native field from the target data table and also can obtain the data obtained by calculating the data based on the native field, so that the flexibility of configuring the report form by the service personnel is improved, and the difficulty of developing the table structure by the developer is also reduced. The 'expansion/contraction' is used for configuring the expansion display or the contraction display of the fields of the dimension types in the report. The "folding mode" is used to configure the folding mode of each category data when the field of the dimension type is folded, and may include two options of averaging and summing, for example. The 'sorting mode' is used for configuring whether the dimension type field needs to be sorted or not, and the sorting priority, the priority can be represented by a number, and the priority is higher if the number is larger. The "graphic display" is used to configure whether the field needs to be presented in the graphic.

Based on the configuration operation of each configuration item of each configurable field, the configuration system can acquire access requirement information and display requirement information of each configurable field. For example: the table display is configured to be a required display, the field type is configured to be an index type of an allocable field, and the index field is represented by the field name of the allocable field. Configuring a 'table display' as a required presentation, 'field type' as a dimension type, 'expanding/contracting' as an expanded allocable field as a first dimension field in the access requirement information, and representing the first dimension field by the field name of the allocable field. Configuring a 'table display' as a required display, configuring a 'field type' as a dimension type, configuring an 'expansion/contraction' as a collected configurable field as a second dimension field in the display requirement information, representing the second dimension field by the field name of the configurable field, and simultaneously including the index field and the first dimension field in the access requirement information in the display requirement information. The data acquisition requirement information also comprises a calculation formula which is configured to be an index field of the calculation formula by the field source, and configuration information of each first dimension field in two configuration items of a gathering mode and a sorting mode. The exhibition requirement information further includes configuration information of the index field, the first dimension field and the second dimension field in several configuration items of "exhibition name", "parent header", "decimal place", "graphic display". If the field type comprises a date type, the field with the 'field type' configured as the date type can be used as a date field in the access requirement information and the display requirement information.

Step S30, converting the access demand information into a target structured query statement, and querying in the target data table by using the target structured query statement to obtain report data;

after obtaining the access requirement information, the configuration system may convert the access requirement information into a structured query statement (hereinafter referred to as a target structured query statement). Specifically, the various types of information may be converted into a rule of the structured query statement according to various preset types of information, and during the conversion, the various types of information are converted into various types of fields and statements in the structured query statement according to the rule and are spliced to obtain the target structured query statement. For example, the date field in the fetch requirement information may be used as a selection field (i.e., a field after select) and a grouping field (i.e., a field after group by) in the structured query statement, the index field may be used as a selection field in the structured query statement, and so on. The specific rules may be set according to the service requirements, and are not limited nor listed in this embodiment.

After the target structured query statement is obtained through conversion, the configuration system can query the target data table by adopting the target structured query statement to obtain report data. In an embodiment, after detecting a query instruction triggered in the report configuration interface, the configuration system may query the target data table by using the target structured query statement obtained through conversion to obtain report data. It will be appreciated that when the data in the target data table is periodically updated, the report data queried using the target structured query statement at different times is the same.

Further, in an embodiment, the configuration system may detect whether the current login user has an access right of the target data table, and if so, obtain predefined configuration information of the target data table, access the database according to the configuration information, and search the target data table through the target structured query statement to obtain the report data. The configuration information includes information such as an IP address, a port, a database name, a user name, and a password of the database.

And S40, displaying the report data according to the display rule defined by the display requirement information.

After the report data is obtained through query, the configuration system can display the report data according to the display rule defined by the display requirement information. It can be understood that, according to different display requirement information, the defined display rules are different, and the display effect on the report data is different. For example, in one embodiment, the presentation requirement information may include a presentation style type, and the presentation style type includes a table style and/or a graphic style according to a configuration operation of a service staff in the report configuration interface, where the graphic style includes a line graph, a bar graph, a pie graph, and the like; when the form style comprises the form style, the configuration system can display the display name and the parent header corresponding to the first dimension field, the index field and the date field in the display requirement information as header names, and display the report data corresponding to the first dimension field and the index field in the report data as column data under the corresponding header names respectively; when the form style comprises a graphic style, the configuration system can display the report data corresponding to the field needing graphic display in the display requirement information in the corresponding graphic style. According to the configuration information of the 'decimal place' configuration item corresponding to the field needing to be displayed in the display requirement information, decimal place conversion can be carried out on the report data corresponding to the field.

Further, in an embodiment, the report configuration interface includes a report catalog configuration component, so that the business personnel can configure the catalog of the report through the catalog configuration component. Alternatively, the directory is not limited to a horizontal hierarchy level number, and is limited to a vertical hierarchy level number of 2. The configuration system can obtain the report catalog based on the configuration operation triggered by the catalog configuration component, and store the report data according to the report catalog, so that business personnel can conveniently find the report data according to the report catalog.

The report configuration interface can comprise a report description configuration component for business personnel to configure the report description through the report description configuration component, and the report description can be used for describing the purpose, source and the like of the report. The configuration system can acquire the report description based on the configuration operation triggered by the report description configuration component, and store and display the report description and the report data together, so that business personnel can know information such as the purpose and the source of the report when checking the report.

In this embodiment, a target data table is obtained by importing each service data record obtained by statistical calculation according to each native field in a preset table structure into the preset table structure; the method comprises the steps of obtaining report configuration information configured on the basis of a report configuration interface, wherein the report configuration information comprises access requirement information and display requirement information configured aiming at each configurable field in the report configuration interface, and the configurable field is a native field or a self-defined field for performing formula operation on the native field; converting the access demand information into a target structured query statement, and querying in a target data table by adopting the target structured query statement to obtain report data; and displaying the report data according to the display rule defined by the display requirement information. The target data table is obtained by predefining a table structure and pre-counting and calculating a data import table structure, so that business personnel can obtain data from the data table according to required dimensionality and indexes, and self-service data obtaining of the business personnel is realized; through setting a visual report configuration interface, business personnel can configure reports visually, and then the reports are converted into structured query statements to query a data table according to information configured by the business personnel and automatically drawn, thereby realizing the visual report configuration of the business personnel. That is, this embodiment provides a self-service visual report configuration scheme, can realize that the business personnel get the number by oneself, no longer need to carry the demand to the developer, has not had the developer to send out the version flow, has greatly improved business personnel's the efficiency of getting the number to visual configuration interface makes business personnel need not to master complicated structured query statement and can accomplish the report configuration by oneself, and quick generation report show page, need not the manual report of drawing.

Further, based on the first embodiment, a second embodiment of the report configuration method according to the present invention is provided, in this embodiment, the step of converting the access requirement information into the target structured query statement in step S30 includes:

step S301, a first dimension field and an index field in the access requirement information are obtained, wherein the first dimension field is a field which is configured to be a dimension type needing to be expanded in each configurable field, and the index field is a field which is configured to be an index type in each configurable field;

the data fetching requirement information includes fields configured to be dimension types needing to be expanded in each allocable field, namely first dimension fields, and also includes fields configured to be index types in each allocable field, namely index fields. The configuration system may obtain the first dimension field and the index field from the access requirement information.

Step S302, adding an aggregation function to the index field according to a summary mode corresponding to the first dimension field in the access demand information, taking the first dimension field and the index field added with the aggregation function as selection fields, and taking the first dimension field as a grouping field;

the configuration system may treat the first dimension field as a grouping field, i.e. a field after a group by. Specifically, the configuration system may use the grouping order of each first dimension field in the fetch requirement information as the arrangement order of each grouping field after the group by. And adding an aggregation function to the index field by the configuration system according to the summarizing mode of the first dimension field in the access requirement information. For example, if the summary mode is summation, a sum function is added to the index field to obtain sum (index field); and if the summarizing mode is averaging, adding an avg function to the selected field corresponding to the index field to obtain avg (index field). The configuration system takes the first dimension field and the pointer field to which the aggregation function is added as the selection field, i.e. the field after select. Optionally, the configuration system may further use a display order of each first dimension field and each index field in the fetching requirement information as an arrangement order of each selection field after the select.

Step S303, generating a target structured query statement aiming at the target data table according to the selection field and the grouping field.

The configuration system generates a target structured query statement for the target data table from the selection field and the grouping field. Specifically, the select field and the group field may be filled into the template of the structured query statement, i.e., the fill results in the select field from the target data table name group by group field.

Further, in an embodiment, the step of converting the access requirement information into the target structured query statement in step S301 further includes:

and step S304, taking the target field as a screening field, and generating a conditional statement in the target structured query statement according to the filtering condition and the screening field.

When the fetch requirement information further includes a filter condition for the target field, the configuration system may use the target field as a filter field, and generate a conditional statement (statement after where) in the target structured query statement according to the filter condition and the filter field, that is, fill the generated conditional statement into the target structured query statement. Wherein the target field may be any field in the configurable field. The specific method for generating the conditional statement according to the filtering condition and the filtering field may refer to a conditional statement syntax of the structured query statement, which is not described in this embodiment.

Further, in an embodiment, the step of converting the fetching requirement information into the target structured query statement in step S301 further includes:

step S305, obtaining dimension fields to be sorted in the sorting requirement information and sorting priorities of the dimension fields to be sorted, wherein the dimension fields to be sorted are fields which are configured to be sorted in the first dimension fields;

when the access requirement information further includes sorting requirement information configured for each first dimension field, the configuration system may acquire the dimension fields to be sorted and the sorting priority of each sorting dimension field in the sorting requirement information. And the dimension fields to be sorted are fields which are configured to be sorted in the first dimension fields. In an embodiment, the configuration system may use configuration information of a configuration item in which each first dimension field is in a "sorting mode" as sorting requirement information.

Step S306, using each dimension to be sorted as a sorting field and organizing the order of each sorting field according to the sorting priority to generate a sorting statement in the target structured query statement.

The configuration system takes the dimension fields to be sorted as sorting fields (namely fields behind order by), and organizes the order of the sorting fields according to the sorting priority to generate sorting statements in the target structured query statement. Specifically, the sorting field with high priority may be arranged in front of the sorting field with low priority, and the sorting field with low priority may be arranged in back of the sorting field, and the sorting statement is filled in the target structured query statement by the order by and the sorting field arranged in the order of priority behind the order, that is, the sorting statement.

Further, in an embodiment, when the report style type in the presentation requirement information includes a table style, the step S40 includes:

step S401, obtaining header names and display sequences respectively corresponding to the first dimension field, the index field and a second dimension field in the display requirement information, wherein the second dimension field is a field which is configured to be a dimension type to be folded in each configurable field;

the display requirement information may include a first dimension field and an index field, and further include fields configured as dimension types to be folded in each configurable field, that is, a second dimension field, and further include header names and display orders corresponding to the first dimension field, the index field, and the second dimension field, respectively. Wherein, the display name and the father header can be used as header names; the configuration item of the configurable field may further include a "presentation order" for the service personnel to configure the order of the fields in the table (for example, the order arranged from left to right), and the configuration system may determine the presentation order of the fields according to the configuration information of the configuration item of the "presentation order" of the first dimension field, the index field, and the second dimension field.

Step S402, arranging the header names according to the display order, and then displaying the header names as headers, displaying the report data corresponding to the first dimension field and the index field in the report data as column data corresponding to the header names, and displaying the expansion controls corresponding to each row under the header names corresponding to the second dimension field.

The configuration system displays the list head names as the list heads in the list after arranging the list head names according to the display sequence, and displays the report data corresponding to the first dimension field and the index field in the report data as the column data under the corresponding list head names respectively. Because the second dimension field is not used as a selection field in the structured query statement for querying, data grouped according to the second dimension field is not included in the report data, at this time, the configuration system can display the expansion control corresponding to each row under the header name corresponding to the second dimension field, and the expansion control is used for business personnel to view the data of the second dimension field when the corresponding row is expanded. When the configuration system detects an expansion instruction triggered based on the expansion control, data of a row where the expansion control is located is used as a query object, and the second dimension field is used as a grouping field to query and obtain data of each category when the row of data is expanded under the second dimension field. For example, the first dimension field includes a date, the second dimension field includes a city, the index includes a click rate, and in the case that the city dimension is closed, what is shown in the display table is the click rate of each day, and the click rate of each city per day is not specifically shown; when the expansion control of the next day of the header name of the city is triggered to display the command, the click rate of each city of the day is expanded and displayed. Further, the expansion control can be converted into a folding control after being triggered, when a configuration system detects a folding instruction triggered based on the folding control, the data of each type expanded by the second dimension field are summarized according to a folding mode configured for the second dimension field, if the folding mode is summation, the data of each type are summed, and if the folding mode is averaging, the data of each type are averaged. For example, after the click rate of each city on a certain day of the display is collected according to the summation mode, the sum of the click rate of each city on the day is displayed; and after the click rates of all cities on a certain day which are displayed in an expanding mode are collected in an averaging collecting mode, the average click rates of all cities on the day are displayed.

Further, based on the first and/or second embodiment, a third embodiment of the report configuration method according to the present invention is provided, and in this embodiment, the step S30 includes:

step S307, obtaining a user-defined structured query statement input based on the report configuration interface;

an input control for business personnel to input the user-defined structured query statement can be set in the report configuration interface, and the configuration system can acquire the user-defined structured query statement input by the business personnel from the input control. For example, a business person may customize a statement to get all table fields, e.g., select from rep wcz _ d, where rep wcz _ d is an example of a target data table name. Statements to get partial table fields, such as select wd _ date, kaihu _ channel, kaihu _ user, xiadan _ user from rep _ wcz _ d, may also be defined, where wd _ date, kaihu _ channel, kaihu _ user, xiadan _ user are examples of table fields.

Step S308, converting the access requirement information into a filling part in the user-defined structured query statement, and filling the user-defined structured query statement by using the filling part to obtain a target structured query statement;

and converting the access demand information into a filling part in the user-defined structured query statement, and filling the user-defined structured query statement by using the filling part to obtain the target structured query statement. Specifically, the filling part may include a selection field, a conditional statement, a grouping field, an ordering field, and the like, and the specific implementation of converting the fetching requirement information into the filling part may refer to the second embodiment, which is not described in detail herein.

Step S309, when the target structured query statement carries a predefined keyword, determining a replacement word corresponding to the keyword according to a preset keyword replacement rule, and replacing the keyword with the replacement word to obtain a standard structured query statement;

and step S310, inquiring in the target data table by adopting the standard structured inquiry statement to obtain report data.

Some keywords can be defined in advance for service personnel to use, replacement rules corresponding to the keywords are set in advance, and the service personnel can use the keywords in the user-defined structured query sentence, for example, information such as time and user name which cannot be determined when some configuration reports are replaced. If the business personnel uses the keywords in the custom structured query statement, the target structured query statement carries the keywords. The configuration system can detect whether the target structured query statement carries the keywords or not in a character string matching mode; if yes, determining a replacement word corresponding to the keyword according to a preset keyword replacement rule, and replacing the keyword in the target structured query statement with the replacement word to obtain the standard structured query statement capable of being used for querying the target database. After the standard structured query statement is obtained, the report data can be obtained by querying in the target data table by using the standard structured query statement.

Further, in an embodiment, the step S309 includes:

step S3091, when the target structured query statement carries a predefined time keyword, calculating a relative time relative to the current time according to the current time and a preset relative time definition corresponding to the time keyword, and using the relative time as a replacement word corresponding to the time keyword;

a time key may be defined in advance, and a relative time definition corresponding to the time key may be set, where the relative time definition refers to a time relative to the current time, such as yesterday, previous day, and last day of the previous month, for example, a relative time for setting the time key run _ date is defined as yesterday, a relative time for run _ month _ begin is defined as the first day of the previous month, and a relative time for setting the time key run _ month _ end is defined as the last day of the previous month. The business person can use the time key in the custom structured query statement instead of time, for example, select from rep wcz dwhere kpi date = ' $ { run date } ' indicates that yesterday's data is to be obtained. When the target structured query statement carries a predefined time keyword, the configuration system may obtain the current time, calculate a relative time with respect to the current time according to the current time and a preset relative time definition corresponding to the time keyword, and use the relative time as a replacement word corresponding to the time keyword. For example, if the current time is 2021 year, 1 month and 2 days, and the time key is run _ date, then based on "yesterday" defined by the current time and the relative time corresponding to the time key, it can be calculated that yesterday of 2021 year, 1 month and 2 days is 2021 year, 1 month and 1 day of 2021 year is used as a replacement word for run _ date, and run _ date in the target structured query statement is replaced. When the time key is replaced by using the relative time as the substitute, the data format of the relative time may be converted into the time format in the data table, for example, the data format is converted from 1/2021 to 2021-01-01.

Step S3092, when the target structured query statement carries a predefined username keyword, taking the username of the current user as a replacement word of the username keyword.

The username keyword may be defined in advance, for example, the username keyword user _ name may be set. The business person may use the username keyword in place of the username in the custom structured query statement. For example, when a service person wants to limit the permission of a user to view data in a report, a dimension table defining a user name can be set in a configuration system in advance, and the dimension table is connected by adding an id field in a preset table structure to represent the viewing permission of each user for each row of data; service personnel can write a custom structured query statement to limit that data in a data table is queried out to be displayed as report data only when the data has the viewing right of a current user, for example, the query statement of the custom limit right is as follows: select a.wd _ date, a.kaihu _ channel, a.kaihu _ user, a.xiadan _ user from rep _ wcz _ das a join channel _ user as B where a.id = b.id and user _ id = $ { user _ name }, where rep _ wcz _ d represents the target data table and channel _ user represents the user name dimension table. And when the user name keyword is carried in the target structured query statement, the user name of the current user is adopted as a replacement word of the user name keyword, and the replacement word is adopted to replace the user name keyword in the target structured query statement, so that the standard structured query statement is obtained.

Further, in one embodiment, an exemplary report configuration interface is shown in FIG. 3. In the report configuration interface, a service person may configure a report type, report characteristics (that is, a summary manner of dimensions mentioned in the above embodiment), a report type (that is, a presentation type mentioned in the above embodiment), and a number of table data (that is, a number of data to be presented in a table), may input a custom SQL statement (that is, a custom structured query statement), and may also configure each configuration item of each configurable field, and configure a report description.

Further, in an embodiment, as shown in fig. 4, an exemplary report presentation effect diagram is shown, in which the upper part of the diagram indicates that the report type is daily, the later time period indicates the filtering condition of the daily dimension configured by the business personnel, "city" and "channel" indicate fields of the dimension type configured by the business personnel, and the "expansion/contraction" configuration item is configured to be contracted. In this interface, business personnel can perform secondary configuration on the "expand/collapse" configuration items of the dimension. The "line graph" indicates that the graph style of the configuration is a line graph, and the "visit-population" indicates the fields of the configuration that need to be presented in the graph. The linear graph and the table are shown below, the date in the table is the display name of the date of the first dimension field, the city and the channel are the display names of the city and the channel of the second dimension field, the corresponding header names show the expansion control of all characters in each row, the access, the order and the payment are three father headers, and the number of people, the click rate and the conversion rate are the display names of the index fields of the number of people, the click rate and the conversion rate respectively. The lowest 'view SQL' control can be used for business personnel to view the converted standard structured query statement, and the configuration system can display the standard structured query statement according to a view instruction triggered based on the control.

Further, the present invention also provides a report configuration apparatus, and referring to fig. 5, the report configuration apparatus includes:

an importing module 10, configured to import each service data record obtained through statistical calculation according to each native field in a preset table structure into the preset table structure to obtain a target data table;

an obtaining module 20, configured to obtain report configuration information configured based on a report configuration interface, where the report configuration information includes access requirement information and display requirement information configured for each allocable field in the report configuration interface, and the allocable field is the native field or a custom field for performing formula operation on the native field;

the query module 30 is configured to convert the access demand information into a target structured query statement, and query the target structured query statement in the target data table to obtain report data;

and the display module 40 is used for displaying the report data according to the display rule defined by the display demand information.

Further, the query module 30 is further configured to:

acquiring a first dimension field and an index field in the access requirement information, wherein the first dimension field is a field which is configured into a dimension type needing to be expanded in each configurable field, and the index field is a field which is configured into an index type in each configurable field;

adding an aggregation function to the index field according to a summary mode corresponding to the first dimension field in the access demand information, taking the first dimension field and the index field added with the aggregation function as selection fields, and taking the first dimension field as a grouping field;

generating a target structured query statement for the target data table from the selection field and the grouping field.

Further, when the access requirement information further includes a filter condition for the target field, the query module 30 is further configured to:

and taking the target field as a screening field, and generating a conditional statement in the target structured query statement according to the filtering condition and the screening field.

Further, when the access requirement information further includes sorting requirement information configured for each first dimension field, the query module 30 is further configured to:

acquiring dimension fields to be sorted in the sorting requirement information and sorting priorities of the dimension fields to be sorted, wherein the dimension fields to be sorted are fields which are configured to be sorted in the first dimension fields;

and taking each dimension to be sorted as a sorting field and organizing the sequence of each sorting field according to the sorting priority to generate a sorting statement in the target structured query statement.

Further, when the display style type in the display requirement information includes a table style, the display module 40 is further configured to:

acquiring a header name and a display sequence corresponding to the first dimension field, the index field and the second dimension field in the display requirement information, wherein the second dimension field is a field which is configured to be a dimension type to be folded in each configurable field;

and displaying the header names as the headers after being arranged according to the display sequence, displaying the report data corresponding to the first dimension field and the index field in the report data as column data under the corresponding header names respectively, and displaying the expansion controls corresponding to each row under the header names corresponding to the second dimension field.

Further, the query module 30 is further configured to:

acquiring a user-defined structured query statement input based on the report configuration interface;

converting the access demand information into a filling part in the user-defined structured query statement, and filling the user-defined structured query statement by using the filling part to obtain a target structured query statement;

when the target structured query statement carries a predefined keyword, determining a replacement word corresponding to the keyword according to a preset keyword replacement rule, and replacing the keyword with the replacement word to obtain a standard structured query statement;

and querying in the target data table by adopting the standard structured query statement to obtain report data.

Further, the query module 30 is further configured to:

when the target structured query statement carries a predefined time keyword, calculating to obtain relative time relative to the current time according to the current time and a preset relative time definition corresponding to the time keyword, and taking the relative time as a replacement word corresponding to the time keyword;

and when the target structured query statement carries a predefined user name keyword, adopting the user name of the current user as a replacement word of the user name keyword.

The function implementation of each module of the task scheduling node in the report configuration system corresponds to each step in the report configuration method embodiment, and the function and implementation process thereof are not described in detail herein.

The present invention also provides a computer storage medium having a report configuration program stored thereon, wherein the report configuration program, when executed by a processor, implements the steps of the report configuration method according to any of the above embodiments.

The specific embodiment of the computer storage medium of the present invention is substantially the same as the embodiments of the report configuration method described above, and will not be described herein again.

The invention also provides a computer program product comprising a computer program which, when executed by a processor, implements the steps of the report configuration method according to any of the embodiments above.

The specific embodiment of the computer storage medium of the present invention is basically the same as the embodiments of the report configuration method described above, and will not be described herein again.

It should be noted that, in this document, the terms "comprises," "comprising," or any other variation thereof, are intended to cover a non-exclusive inclusion, such that a process, method, article, or system that comprises a list of elements does not include only those elements but may include other elements not expressly listed or inherent to such process, method, article, or system. Without further limitation, an element defined by the phrases "comprising a," "8230," "8230," or "comprising" does not exclude the presence of other like elements in a process, method, article, or system comprising the element.

The above-mentioned serial numbers of the embodiments of the present invention are merely for description and do not represent the merits of the embodiments.

Through the above description of the embodiments, those skilled in the art will clearly understand that the method of the above embodiments can be implemented by software plus a necessary general hardware platform, and certainly can also be implemented by hardware, but in many cases, the former is a better implementation manner. Based on such understanding, the technical solution of the present invention may be embodied in the form of a software product, which is stored in a storage medium (e.g., ROM/RAM, magnetic disk, optical disk) as described above and includes instructions for enabling a terminal device (e.g., a mobile phone, a computer, a server, or a network device) to execute the method according to the embodiments of the present invention.

The above description is only a preferred embodiment of the present invention, and not intended to limit the scope of the present invention, and all modifications of equivalent structures and equivalent processes, which are made by using the contents of the present specification and the accompanying drawings, or directly or indirectly applied to other related technical fields, are included in the scope of the present invention.

Claims

1. A report configuration method is characterized in that the report configuration method comprises the following steps:

acquiring report configuration information configured based on a report configuration interface, wherein the report configuration information comprises access requirement information and display requirement information configured for each configurable field in the report configuration interface, and the configurable field is the native field or a custom field for performing formula operation on the native field;

displaying the report data according to a display rule defined by the display demand information;

the step of converting the access requirement information into a target structured query statement comprises:

adding an aggregation function to the index field according to a summarizing mode corresponding to the first dimension field in the access requirement information, taking the first dimension field and the index field added with the aggregation function as selection fields, and taking the first dimension field as a grouping field;

generating a target structured query statement for the target data table from the selection field and the grouping field;

when the display style type in the display requirement information comprises a table style, the step of displaying the report data according to the display rule defined by the display requirement information comprises the following steps:

obtaining a header name and a display sequence respectively corresponding to the first dimension field, the index field and a second dimension field in the display requirement information, wherein the second dimension field is a field which is configured to be a dimension type needing to be folded in each configurable field;

2. The report configuration method of claim 1, wherein when the fetch requirement information further comprises a filter condition for a target field, the step of converting the fetch requirement information into a target structured query statement further comprises:

3. The report configuration method according to claim 1, wherein when the access requirement information further includes sorting requirement information configured for each of the first dimension fields, the step of converting the access requirement information into a target structured query statement further includes:

4. The report configuring method according to any one of claims 1 to 3, wherein the step of converting the access requirement information into a target structured query statement and querying the target data table by using the target structured query statement to obtain report data comprises:

converting the access requirement information into a filling part in the user-defined structured query statement so as to fill the user-defined structured query statement by using the filling part to obtain a target structured query statement;

5. The report configuration method according to claim 4, wherein when the target structured query statement carries a predefined keyword, the step of determining a replacement word corresponding to the keyword according to a preset keyword replacement rule comprises:

when the target structured query statement carries a predefined time keyword, calculating a relative time relative to the current time according to the current time and a preset relative time definition corresponding to the time keyword, and taking the relative time as a replacement word corresponding to the time keyword;

6. A report configuring apparatus, comprising:

the import module is used for importing all service data records obtained by statistical calculation according to all native fields in a preset table structure into the preset table structure to obtain a target data table;

the report configuration information comprises access requirement information and display requirement information configured aiming at each configurable field in the report configuration interface, and the configurable field is the native field or a self-defined field for performing formula operation on the native field;

the display module is used for displaying the report data according to a display rule defined by the display demand information;

the query module is further configured to:

when the display style type in the display requirement information comprises a table style, the display module is further configured to:

7. A report configuring device, characterized in that the report configuring device comprises: memory, a processor and a report configurator program stored on the memory and executable on the processor, the report configurator program when executed by the processor implementing the steps of the report configuration method according to any one of claims 1 to 5.

8. A computer storage medium having stored thereon a report configurator program which, when executed by a processor, implements the steps of the report configuring method according to any one of claims 1 to 5.