CN113721901A - Low-code financial data analysis visualization engine - Google Patents
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Abstract
The invention discloses a low-code financial data analysis visualization development tool, which comprises: the data communication interface is in data communication with the browser and is used for providing a user interaction UI window; the integrated page core is used for receiving a user-defined operation interface manufactured by a user through a browser, converting the user-defined operation interface into a flow code and providing the flow code to the API system; the API system receives the flow codes, packages the flow codes into BI software and provides an interface to the integrated page core so that a user can operate the webpage applet; a database interface for linking the basic database in the API system with the target database in the data source; the system also comprises a user-defined page layout generator and a component library, wherein the user-defined renderable webpage is generated by the user-defined page layout generator, the component library has various flow graphs for the user to drag, and the user-defined page layout generator and the component library are respectively connected with the integration page core. The invention provides a unified technical architecture and a simple development method for non-software developers, and is simple and efficient.
Description
Technical Field
The invention relates to the technical field of data visualization, in particular to a system which is oriented to technical personnel in the field of non-software development and can construct a financial data analysis visualization webpage without compiling codes.
Background
Because the informatization foundation of modern enterprises is generally better, the data accumulation amount is larger and larger, and the requirement of data analysis is higher and higher. The traditional system development mode dominated by a technician has obvious delay on the response speed of service requirements, and the understanding deviation is obvious. In order to improve the response speed and the understanding accuracy of the system development to the business requirements, the requirements of simplification, automation and intellectualization of the system development are generated in time.
The main way to solve such a demand in the market is a specially developed code development tool or bi (business intelligence) development tool, which drags and drops a visualization module of an existing code into a workflow and assists in writing a certain logic code to create an application program. Although this working method can greatly reduce the workload of developers, and replace a large number of components that can be pulled and assembled by development workers, thereby improving the production efficiency of developers, such a construction method is still dominated by developers, and this kind of platform is generally oriented to a relatively general scenario, and the requirement of expertise is increased in order not to sacrifice flexibility.
Therefore, it is highly desirable to establish a data analysis visualization development engine with lower code, which enables business personnel without programming ability to develop data analysis products meeting business requirements by simple and intuitive assembly work with the support of the engine, and also has speciality.
Disclosure of Invention
The invention aims to overcome the defects or the improvement requirements in the prior art, provides a low-code visual development engine for non-technical personnel in the field of financial data analysis of industrial enterprises, and can support business personnel to realize simple and quick construction and release of data analysis webpages.
In order to solve the technical problem, the invention provides a low-code financial data analysis visualization development tool, which comprises: the data communication interface is in data communication with the browser and is used for providing a user interaction UI window;
the integrated page core is used for receiving a user-defined operation interface manufactured by a user through a browser, converting the user-defined operation interface into a flow code and providing the flow code to the API system;
the API system receives the flow codes, packages the flow codes into BI software and provides an interface to the integrated page core so that a user can operate the webpage applet;
a database interface for linking the basic database in the API system with the target database in the data source;
the system also comprises a self-defined page layout generator and a component library, wherein the self-defined page layout generator is used for generating a user-defined renderable webpage, and the component library is provided with various flow graphs for being dragged by a user; the custom page layout generator and the component library are respectively connected with the integration page core.
Further, the component library includes: calendar, drop-down box, navigation bar, pop-up window, bar chart, pie chart, line chart, thermodynamic diagram, map.
Further, the basic attribute information of the selected components, including color matching and lines, can be changed through options.
Further, the API system may also perform adaptive load balancing for access traffic, so that a person with high authority is preferentially accessed for access.
The invention also provides a method for building the data visualization analysis page based on the financial data analysis visualization development tool, which comprises the following steps:
step 1, data source configuration: the attribute parameters of the database are provided for a user in a form of a form, after the user fills data through a browser, the background automatically splices the parameters into a database link path, and the form and the data of the database are synchronized to a current development platform;
step 2, establishing an API configuration center, which comprises the following configuration items:
a. developing and designing an API system to generate a platform basic database, including but not limited to a user table, a permission table, a menu table, a role table, a data source table and an API record table;
b. predefining common data type templates, uniformly transmitting the common data type templates by using a json format, and using the common data type templates to correspond to data sources required by various components in a component library;
c. establishing an interface automatic generation engine: parameters required by generating an interface and data required to be processed are provided for a user in a form of an intuitive form, and the user configures the name, the field name and other related information of a domain where the required data is located on a development platform; receiving a data processing flow formed by analyzing a form filled by a user and a dragged component by an integration page core by using a machine learning algorithm, and generating a corresponding interface access path, so that the user can complete the development of an interface by avoiding the learning of an operation code;
step 3, establishing a page configuration center:
1) providing a custom page layout generator, customizing one or more front-end page layouts by a user, analyzing the layout into html codes by a layout analysis engine in the background, and generating a custom renderable BI webpage by assembling an API and the front-end page;
2) providing a component library, selecting a component required to be used by a user, dragging the component to a corresponding position in a webpage predefined in the front, and splicing into a complete static page; after naming and confirming each component, the integration page core can intelligently generate a business processing flow in the foreground and an execution flow of generating codes in the background according to the name and the connection relation of the component; after the components are built, the configured interfaces can be automatically or manually selected for association, so that the components and data are communicated, and the whole page becomes a complete page capable of interaction.
Further, the method also comprises a step 4 of permission configuration, and permission control can be carried out on the configured page: after the page is selected, a specific role which can access the page is selected from the role list, or specific personnel which can access the page is selected from the personnel list.
Furthermore, the system also comprises a flow modification control for the user to perform necessary flow modification and adjustment.
Further, the attribute parameters of the database comprise an address, a port, an account number and a password; the data processing flow comprises data skipping and entity service logic skipping processing flows; the machine learning algorithm adopts neural network training; the page layout generator also contains functions of preview, drag, edit, etc. to facilitate operation.
The invention also provides a computer device comprising a memory, a processor and a computer program stored on the memory and executable on the processor, characterized in that the memory implements the above steps when executing the program.
The invention also provides a processor, which is characterized in that the processor is used for running the program, wherein the program executes the steps when running.
Compared with the prior art, the scheme of the invention has the following beneficial effects:
1. the learning cost of the invention is very low, but the development efficiency is remarkable. By the invention, business personnel (non-technical personnel in the field of software development) can easily control the realization process of the requirement, and can get rid of the constraint of programming language.
2. The invention creates a new man-machine interaction mode: the problem of consistency of documents and codes in the maintenance process is solved, the knowledge transfer and software engineering control processes are simplified to the maximum extent, great convenience is provided for system maintenance, and the system prototype can be modified directly through a graphical tool aiming at requirement change, so that the method is simple and convenient.
3. The data analysis low-code development platform is constructed for business personnel who have no programming capability and do data analysis work. The business personnel only need to analyze data according to the customary work flow of data analysis, store the analysis process and result of each step according to the correct flow, and finally click to release, thus completing the construction and release of data analysis software for a specific theme.
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 claims hereof as well as the appended drawings.
Drawings
The accompanying drawings are included to provide a further understanding of the invention and are incorporated in and constitute a part of this specification, illustrate embodiments of the invention and together with the example serve to explain the principles of the invention and not to limit the invention.
FIG. 1 is a functional block diagram of a visualization engine provided by an embodiment of the present invention;
fig. 2 is an implementation topology diagram of a visualization engine provided by an embodiment of the invention.
Detailed Description
For the purpose of making the present invention more comprehensible, and for the purpose of making the present application more comprehensible, embodiments and advantages thereof, the present invention will be further described with reference to the accompanying drawings. It should be understood that the specific embodiments described herein are merely illustrative of the invention and are not intended to limit the invention. It should be noted that the embodiments and features of the embodiments in the present application may be arbitrarily combined with each other without conflict.
The invention provides a low-code BI software production development platform, in particular to a low-code financial data analysis visualization engine, the functional block diagram of which is shown in figure 1, wherein the development platform comprises the following main components: the data communication interface is in data communication with browsers including but not limited to Chrome, Firefox and the like and is used for providing a user interaction UI window; the integrated page core is used for receiving a user-defined operation interface manufactured by a user through a browser, converting the user-defined operation interface into a flow code and providing the flow code to the API system; the API system receives the flow codes, packages the flow codes into BI software and provides an interface to the integrated page core so that a user can operate the webpage applet; a database interface for linking the database in the API system with the target database in the data source; the system also comprises a custom page layout generator used for generating a user-defined renderable webpage and a component library which is provided with flow graphs such as bar charts, pie charts, bar charts and the like for dragging by a user.
With reference to the topological structure shown in fig. 2, the method for building the data visualization analysis page based on the financial data analysis visualization engine, provided by the invention, comprises the following steps:
step 1, data source configuration: the method comprises the following steps of providing attribute parameters such as addresses, ports, account numbers, passwords and the like of a database to a user in a form of a form, automatically splicing the parameters into a database link path by a background after the user fills in data through a browser, and synchronizing the form and the data of the database to a current development platform;
step 2, establishing an API configuration center, which comprises the following configuration items:
a. developing and designing an API system to generate a platform basic database, including but not limited to a user table, a permission table, a menu table, a role table, a data source table and an API record table;
b. predefining common data type templates, uniformly transmitting the common data type templates by using a json format, and using the common data type templates to correspond to data sources required by various components in a component library;
c. establishing an interface automatic generation engine: parameters required by generating an interface and data required to be processed are provided for a user in a form of an intuitive form, and the user can configure information such as a name and a field name of a domain where the required data is located on a development platform; a visualization engine analyzes a form filled by a user and a data processing flow (data skipping and entity business logic skipping processing flow) formed after a dragging component by utilizing machine learning algorithms such as a neural network and the like to generate a corresponding interface access path, so that the user can complete the development of an interface by avoiding the learning and compiling of operation codes;
step 3, establishing a page configuration center:
1) a custom page layout generator is provided. A user assembles a front-end page layout by combining the rectangular frames provided in advance, a layout analysis engine analyzes the combination into html codes in the background, and a user-defined renderable BI webpage is generated by assembling the API and the front-end page; the generator also comprises functions of previewing, dragging, editing and the like so as to facilitate operation;
2) a component library is provided. The platform carries a complete set of web page component libraries containing almost all types of front-end display components in the field of data visualization, for example: calendars, drop-down boxes, navigation bars, pop-ups, bar charts, pie charts, line charts, thermodynamic diagrams, maps, and the like. The basic attribute information of the components such as color matching, lines and the like can be changed through options. The user selects the needed components, drags the components to the corresponding positions in the predefined webpage layout, and assembles the components into a complete static page; after naming and confirming each component, the engine can intelligently generate a business processing flow in the foreground and an execution flow of code in the background according to the name and the connection relation of the component. After the components are built, the configured interfaces can be automatically or manually selected for association, so that the components and data are communicated, and the whole page becomes a complete page capable of interaction.
Flow modification controls may also be included for the user to make necessary modifications and adjustments.
And 4, configuring the authority. And performing authority control on the configured page. After the page is built, the user can only browse the page by default. After the page is selected, a specific role capable of accessing the page is selected from the role list, or specific personnel capable of accessing the page is selected from the personnel list, so that the browsing right of the page is opened to more people. Different login users can generate own private interface requests, and the problems of mixed use and the like can not be caused.
The sequence of the steps can be exchanged. In addition, the API system can also perform adaptive load balancing aiming at the access flow, so that the person with high authority is accessed and accessed preferentially.
The invention also provides a computer device comprising a memory, a processor and a computer program stored on the memory and executable on the processor, wherein the memory implements the steps when executing the program.
The invention also provides a processor for running the program, wherein the program executes the steps.
In conclusion, the invention provides a unified technical framework and a very simple development method for non-software developers, and a user can select a proper system or even completely customize a set of personalized systems on a low-code development platform according to the needs of the user.
Although the embodiments of the present invention have been described above, the above description is only for the convenience of understanding the present invention, and is not intended to limit the present invention. It will be understood by those skilled in the art that various changes in form and details may be made therein without departing from the spirit and scope of the invention as defined by the appended claims. Therefore, the scope of the present invention should be determined by the following claims.
Claims (10)
1. A low-code financial data analysis visualization development tool, the development tool comprising: the data communication interface is in data communication with the browser and is used for providing a user interaction UI window;
the integrated page core is used for receiving a user-defined operation interface manufactured by a user through a browser, converting the user-defined operation interface into a flow code and providing the flow code to the API system;
the API system receives the flow codes, packages the flow codes into BI software and provides an interface to the integrated page core so that a user can operate the webpage applet;
a database interface for linking the basic database in the API system with the target database in the data source; the system also comprises a user-defined page layout generator and a component library, wherein the user-defined renderable webpage is generated by the user-defined page layout generator, the component library has various flow graphs for the user to drag, and the user-defined page layout generator and the component library are respectively connected with the integration page core.
2. The development tool of claim 1, the component library comprising: calendar, drop-down box, navigation bar, pop-up window, bar chart, pie chart, line chart, thermodynamic diagram, map.
3. The development tool of claim 1, wherein: the basic attribute information of the selected component, including color matching, lines, may also be modified by options.
4. The development tool of claim 1, wherein: the API system can also perform adaptive load balancing aiming at the access flow, so that the person with high authority is accessed and accessed preferentially.
5. A method for building a data visualization analysis page based on the financial data analysis visualization development tool of any one of claims 1-4, the method comprising the steps of:
step 1, data source configuration: the attribute parameters of the database are provided for a user in a form of a form, after the user fills data through a browser, the background automatically splices the parameters into a database link path, and the form and the data of the database are synchronized to a current development platform;
step 2, establishing an API configuration center, which comprises the following configuration items:
a. developing and designing an API system to generate a platform basic database, including but not limited to a user table, a permission table, a menu table, a role table, a data source table and an API record table;
b. predefining common data type templates, uniformly transmitting the common data type templates by using a json format, and using the common data type templates to correspond to data sources required by various components in a component library;
c. establishing an interface automatic generation engine: parameters required by generating an interface and data required to be processed are provided for a user in a form of an intuitive form, and the user configures the name, the field name and other related information of a domain where the required data is located on a development platform; receiving a data processing flow formed by analyzing a form filled by a user and a dragged component by an integration page core by using a machine learning algorithm, and generating a corresponding interface access path, so that the user can complete the development of an interface by avoiding the learning of an operation code;
step 3, establishing a page configuration center:
1) providing a custom page layout generator, customizing one or more front-end page layouts by a user, analyzing the layout into html codes by a layout analysis engine in the background, and generating a custom renderable BI webpage by assembling an API and the front-end page;
2) providing a component library, selecting a component required to be used by a user, dragging the component to a corresponding position in a webpage predefined in the front, and splicing into a complete static page; after naming and confirming each component, the integration page core can intelligently generate a business processing flow in the foreground and an execution flow of generating codes in the background according to the name and the connection relation of the component; after the components are built, the configured interfaces can be automatically or manually selected for association, so that the components and data are communicated, and the whole page becomes a complete page capable of interaction.
6. The method of claim 5, further comprising:
and 4, configuring the authority, wherein the configured page can be subjected to authority control: after the page is selected, a specific role which can access the page is selected from the role list, or specific personnel which can access the page is selected from the personnel list.
7. The method of claim 5, further comprising a flow modification control for a user to make necessary flow modifications and adjustments.
8. The method of claim 5, wherein the attribute parameters of the database include address, port, account number, password.
9. The method of claim 5, wherein the data processing flow comprises a data hopping, entity business logic hopping processing flow.
10. The method of claim 5, wherein the machine learning algorithm employs neural network training; the page layout generator comprises a plurality of functions of previewing, dragging and editing.
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