CN113721901B - Low-code financial data analysis visualization engine - Google Patents
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Abstract
The invention discloses a visual development tool for analyzing low-code financial data, which comprises the following components: 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 for an integrated page core to enable a user to run a web 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 custom page layout generator for generating a user-defined renderable webpage and a component library, wherein the component library is provided with various flow patterns for the user to drag, and the custom page layout generator and the component library are respectively connected with the integration page core. The invention provides a unified technical architecture and a very 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 for constructing a financial data analysis visual webpage without writing codes for a person skilled in the non-software development field.
Background
As the informatization basis of modern enterprises is generally better, the data accumulation amount is also larger and larger, and the data analysis requirement is also higher and higher. The traditional system development mode led by technicians has obvious delay on the response speed of service demands, and the understanding deviation is obvious. In order to improve the response speed of system development to business requirements and the accuracy of understanding, the requirements of simplicity, automation and intellectualization of system development are generated at the same time.
The main way to solve such demands on the market is to develop a code development tool or BI (Business Intelligence) development tool specifically, which drags and drops the visualization module of the existing code into the workflow, and assists in writing certain logic codes to create the application program. Although the working mode can greatly lighten the workload of the developer, a large number of components which can be pulled and assembled by the development work can be replaced, so that the production efficiency of the developer is improved, the construction mode is still mainly based on the developer, and the platform is generally oriented to a relatively general scene, so that the requirement of the specialization is improved in order not to sacrifice the flexibility.
Therefore, it is needed to build a visual development engine for data analysis with lower code, which can enable the business personnel without programming capability to develop the data analysis product meeting the business requirement by simple and visual assembly work under the support of the engine, and has the professional property.
Disclosure of Invention
The invention aims to overcome the defects or improvement demands of the prior art, and provides a low-code visualized development engine for non-technicians in the field of financial data analysis of industrial enterprises, which can realize the construction and release of data analysis webpages for supporting business personnel to realize simpleness and rapidness.
In order to solve the technical problems, the invention provides a visual development tool for analyzing financial data of low codes, which comprises the following components: 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 for an integrated page core to enable a user to run a web 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 custom page layout generator for generating a user-defined renderable webpage and a component library, wherein the component library is provided with various flow patterns for users to drag; the custom page layout generator and the component library are respectively connected with the integrated page core.
Further, the component library includes: calendar, drop down boxes, navigation bars, popups, bar charts, pie charts, line charts, thermodynamic diagrams, maps.
Further, basic attribute information of the selected component can be changed through options, including color matching and lines.
Furthermore, the API system can perform self-adaptive load balancing aiming at the access flow, so that the person with high authority is accessed to access preferentially.
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: providing the attribute parameters of the database to a user in the form of a form, automatically assembling the parameters into a database link path by the background after the user fills out the 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 a design API system to generate a platform base database including, but not limited to, a user table, a rights table, a menu table, a role table, a data source table, and an API record table;
b. Predefining a common data type template, and uniformly transmitting the common data type template by using json format for corresponding to data sources required by various components in a component library;
c. An automatic interface generation engine is established: providing parameters required by the interface generation and data required to be processed for a user in the form of an intuitive form, and configuring the name, field name and other relevant information of the domain where the data required by the user is located on a development platform by the user; the data processing flow formed by the form filled in by the user and the dragged component is analyzed by the receiving integration page core through a machine learning algorithm, and a corresponding interface access path can be generated, so that the user can complete the development of the interface by avoiding the learning of an operation code;
step 3, establishing a page configuration center:
1) Providing a custom page layout generator, wherein a user custom defines one or more front-end page layouts, a layout analysis engine analyzes the layouts into html codes in the background, and a custom renderable BI webpage is generated by assembling an API and the front-end page;
2) Providing a component library, wherein a user selects a component to be used, drags the component to a corresponding position in a pre-defined webpage, and assembles the component into a complete static webpage; after naming each component and confirming, the integrated page core intelligently generates a business processing flow in the foreground and an execution flow of codes in the background according to the names and the connection relations of the components; after the assembly is established, the configured interfaces can be selected automatically or manually for association, so that the assembly and the data are communicated, and the whole page is a complete interactable page.
Further, the method also comprises a step 4 of authority configuration, wherein authority control can be performed on the configured page: after the page is selected, a specific character which can access the page is selected from the character list, or a specific person which can access the page is selected from the person list.
Further, a flow modification control is included for the user to make necessary flow modifications and adjustments.
Further, the attribute parameters of the database comprise an address, a port, an account number and a password; the data processing flow comprises a data jump and entity business logic jump processing flow; training a machine learning algorithm by adopting a neural network; the page layout generator also includes preview, drag, edit, etc. functions to facilitate operation.
The invention also provides a computer device comprising a memory, a processor and a computer program stored on the memory and operable 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 a program, wherein the program executes the steps.
Compared with the prior art, the scheme provided by the invention has the following beneficial effects:
1. The invention has very low learning cost and obvious development efficiency. By the invention, business personnel (not a person in the field of software development) can easily control the realization process of the requirements, and can get rid of the constraint of programming languages.
2. The invention creates a new man-machine interaction mode: the problem of consistency of documents and codes in the maintenance process is avoided, the knowledge transfer and software engineering control process is simplified to the greatest extent, great convenience is provided for system maintenance, and the system prototype can be directly modified through graphic tools according to the 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 the data according to the working flow of the custom data analysis, save the analysis process and the result of each step according to the correct flow, and finally click and release, thus the construction and release of the data analysis software facing to the specific subject can be completed.
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 application and are incorporated in and constitute a part of this specification, illustrate and do not limit the application.
FIG. 1 is a functional block diagram of a visualization engine provided by an embodiment of the present invention;
FIG. 2 is a topology diagram of an implementation of a visualization engine provided by an embodiment of the present invention.
Detailed Description
In order to enable those skilled in the art to better understand the present application, the objects, technical solutions and advantages of the present application will be more clearly understood, and the present application will be further described with reference to the following specific examples and the accompanying drawings. It should be understood that the specific embodiments described herein are for purposes of illustration only and are not intended to limit the scope of the application. It should be noted that, without conflict, the embodiments of the present application and features of the embodiments may be arbitrarily combined with each other.
The invention provides a 'low-code BI software making and developing platform', in particular to a low-code financial data analysis and visualization engine, the schematic block diagram of which is shown in figure 1, wherein the developing platform comprises the following main components: a data communication interface in data communication with a browser including, but not limited to Chrome, firefox, for providing a user interactive 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 for an integrated page core to enable a user to run a web 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 for generating a user-defined renderable webpage and a component library, wherein the component library is provided with a bar graph, a pie graph, a bar graph and other flow charts for the user to drag.
In combination with the topology structure shown in fig. 2, the method for constructing the data visualization analysis page based on the financial data analysis visualization engine, which is matched with the invention, comprises the following steps:
Step 1, data source configuration: providing the attribute parameters such as the address, the port, the account number, the password and the like of the database for a user in the form of a form, automatically assembling the parameters into a database link path by the background after the user fills out the 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 a design API system to generate a platform base database including, but not limited to, a user table, a rights table, a menu table, a role table, a data source table, and an API record table;
b. Predefining a common data type template, and uniformly transmitting the common data type template by using json format for corresponding to data sources required by various components in a component library;
c. an automatic interface generation engine is established: providing parameters required by the interface generation and data required to be processed for a user in the form of an intuitive form, wherein the user can configure information such as names, field names and the like of domains where the data required by the user are located on a development platform; the visualization engine analyzes the data processing flow (data jump, entity business logic jump processing flow) formed after the form filled by the user and the dragging component by utilizing a machine learning algorithm such as a neural network and the like to generate a corresponding interface access path, so that the user can complete the development of the interface by avoiding the learning and writing of operation codes;
step 3, establishing a page configuration center:
1) A custom page layout generator is provided. The user assembles a front-end page layout by combining the pre-provided rectangular frames, the layout analysis engine analyzes the combination into html codes in the background, and a custom renderable BI webpage is generated by assembling the API and the front-end page; the generator also comprises functions of preview, dragging, editing and the like so as to be convenient to operate;
2) A library of components is provided. The platform carries a complete set of web page component libraries containing almost all types of front-end presentation components in the field of data visualization, such as: calendar, drop down boxes, navigation bars, popups, bar charts, pie charts, line charts, thermodynamic diagrams, maps, and the like. The basic attribute information of 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 pre-defined webpage layout, and assembles the components into a complete static page; when naming each component is completed and confirmed, the engine can intelligently generate a business processing flow in the foreground and an execution flow of codes in the background according to the names and the connection relations of the components. After the assembly is established, the configured interfaces can be selected automatically or manually for association, so that the assembly and the data are communicated, and the whole page is a complete interactable page.
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 browse the page by default. After the page is selected, a specific role which can access the page is selected from the role list, or a specific person which can access the page is selected from the person list, so that the browsing permission of the page is opened to more people. Different login users can generate private interface requests to which the login users belong, and the problems of mixed use and the like can not occur.
The order of the steps can be reversed. In addition, the API system can perform self-adaptive load balancing aiming at the access flow, so that the person with high authority is 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, said memory implementing the above steps when said program is executed.
The invention also provides a processor for running a program, wherein the program executes the steps.
In summary, the invention provides a unified technical architecture and a very simple development method for non-software developers, and users can select a proper system on a low-code development platform according to own needs and even completely customize a set of personalized systems.
Although the embodiments of the present invention are described above, the embodiments are only used for facilitating understanding of the present invention, and are not intended to limit the present invention. Any person skilled in the art to which the present invention pertains may make any modifications, changes, equivalents, etc. in form and detail of the implementation without departing from the spirit and principles of the present invention disclosed herein, which are within the scope of the present invention. Accordingly, the scope of the invention should be determined from the following claims.
Claims (9)
1. A building method of a data visualization analysis page of a low-code-based financial data analysis visualization development tool is characterized by comprising the following steps of:
The development tool includes: 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 for an integrated page core to enable a user to run a web 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 custom page layout generator and a component library, wherein the custom page layout generator is used for generating a user-defined renderable webpage and the component library is provided with various flow patterns for the user to drag, and the custom page layout generator and the component library are respectively connected with the integration page core;
the method comprises the following steps:
Step 1, data source configuration: providing the attribute parameters of the database to a user in the form of a form, automatically assembling the parameters into a database link path by the background after the user fills out the 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 a design API system to generate a platform base database including, but not limited to, a user table, a rights table, a menu table, a role table, a data source table, and an API record table;
b. Predefining a common data type template, and uniformly transmitting the common data type template by using json format for corresponding to data sources required by various components in a component library;
c. an automatic interface generation engine is established: providing parameters required by the interface generation and data required to be processed for a user in the form of an intuitive form, and configuring the name, field name and other relevant information of the domain where the data required by the user is located on a development platform by the user; receiving a data processing flow formed by a form filled by a user and a dragged component by the integrated page core through a machine learning algorithm, and generating a corresponding interface access path;
step 3, establishing a page configuration center:
1) Providing a custom page layout generator, wherein a user custom defines one or more front-end page layouts, a layout analysis engine analyzes the layouts into html codes in the background, and a custom renderable BI webpage is generated by assembling an API and the front-end page;
2) Providing a component library, wherein a user selects a component to be used, drags the component to a corresponding position in a pre-defined webpage, and assembles the component into a complete static webpage; after naming each component and confirming, the integrated page core intelligently generates a business processing flow in the foreground and an execution flow of codes in the background according to the names and the connection relations of the components; after the assembly is established, the configured interfaces can be selected automatically or manually for association, so that the assembly and the data are communicated, and the whole page is a complete interactable page.
2. The method of claim 1, the component library comprising: calendar, drop down boxes, navigation bars, popups, bar charts, pie charts, line charts, thermodynamic diagrams, maps.
3. The method of claim 1, wherein: basic attribute information of the selected component can also be changed through options, including color matching and lines.
4. The method of claim 1, wherein: the API system can also perform adaptive load balancing for access traffic, so that persons with high authority are accessed preferentially.
5. The method as recited in claim 1, further comprising: step 4, authority configuration, namely authority control can be carried out on the configured page: after a page is selected, a role which can access the page is selected from a role list, or a specific person which can access the page is selected from a person list.
6. The method of claim 1, further comprising a flow modification control for user modification and adjustment of the flow.
7. The method of claim 1, wherein the attribute parameters of the database include an address, a port, an account number, a password.
8. The method of claim 1, wherein the data processing flow comprises a data-hopping, entity business logic hopping processing flow.
9. The method of claim 1, wherein the machine learning algorithm is trained using a neural network; the page layout generator contains preview, drag and edit functions.
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| CN115268861B (en) * | 2022-06-21 | 2023-04-11 | 北京志凌海纳科技有限公司 | Introduction method, system, equipment and storage medium of custom component |
| CN115934068B (en) * | 2022-11-11 | 2024-07-19 | 中电金信软件有限公司 | Data statistics page generation method, display method, server and mobile terminal |
| CN115964037B (en) * | 2023-01-05 | 2023-08-29 | 三峡高科信息技术有限责任公司 | Engineering data visualization low-code configuration method and system |
| CN116244010B (en) * | 2023-02-16 | 2024-09-03 | 阿里巴巴（中国）有限公司 | Conference collaboration tool processing system, method and device |
| CN116225438A (en) * | 2023-05-10 | 2023-06-06 | 和创（北京）科技股份有限公司 | Custom configuration multifunctional workbench system |
| CN118245551B (en) * | 2024-05-28 | 2024-07-23 | 杭州跃翔科技有限公司 | Low-code platform data transmission method and system based on BI platform |
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