CN113721901B - Low-code financial data analysis visualization engine - Google Patents
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Abstract
本发明公开了一种低代码的财务数据分析可视化开发工具,所述开发工具包括:一数据通讯接口,与浏览器进行数据通信,用于提供用户交互UI窗口;一整合页面核心,用于接收用户通过浏览器制作的自定义操作界面,并将其转化为流程代码提供给API系统;一API系统,接收流程代码将其封装为BI软件并提供接口给整合页面核心以供用户运行网页小程序;一数据库接口,将API系统中的基本数据库与数据源中的目标数据库进行链接;还包括一自定义页面布局生成器用于生成用户自定义的可渲染的网页页面,以及一组件库,具有多种流程图形供用户拖拽,自定义页面布局生成器和组件库分别与整合页面核心连接。本发明面向非软件开发人员提供了统一的技术架构和极简的开发方法,简单高效。
The present invention discloses a low-code financial data analysis visualization development tool, the development tool includes: a data communication interface, which communicates data with a browser to provide a user interactive UI window; an integrated page core, which is used to receive a custom operation interface made by a user through a browser, and convert it into a process code and provide it to an API system; an API system, which receives the process code and encapsulates it into BI software and provides an interface to the integrated page core for users to run web applets; a database interface, which links the basic database in the API system with the target database in the data source; and also includes a custom page layout generator for generating user-defined renderable web pages, and a component library, which has a variety of process graphics for users to drag, and the custom page layout generator and the component library are respectively connected to the integrated page core. The present invention provides a unified technical architecture and a minimalist development method for non-software developers, which is simple and efficient.
Description
技术领域Technical Field
本发明涉及数据可视化技术领域,具体是一种面向非软件开发领域技术人员的无需编写代码即可构建成一个财务数据分析可视化网页的系统。The present invention relates to the technical field of data visualization, and in particular to a system for technical personnel in non-software development fields, which can construct a financial data analysis visualization web page without writing codes.
背景技术Background technique
由于现代企业的信息化基础普遍较好,数据积累量也越来越大,数据分析的需求也越来越高。传统的由技术人员主导的系统开发方式对业务需求的响应速度存在较为明显的延迟,且理解偏差较为明显。为了提高系统开发对业务需求的响应速度和理解的准确程度,系统开发的简单化、自动化、智能化的需求应时而生。As modern enterprises generally have a good informatization foundation, the amount of data accumulated is increasing, and the demand for data analysis is also increasing. The traditional system development method led by technical personnel has a significant delay in responding to business needs, and the understanding deviation is more obvious. In order to improve the response speed of system development to business needs and the accuracy of understanding, the demand for simplified, automated, and intelligent system development has emerged.
当前市面上解决此类需求的主要方式是专门开发的代码开发工具或者BI(Business Intelligence)开发工具,这种工具是将已有代码的可视化模块拖放到工作流中,并辅助编写一定的逻辑代码即可创建应用程序。虽然这种工作方式可以极大减轻开发人员的工作量,将大量的开发工作用可以拖拉拽进行组装的组件予以代替,从而提高开发人员的生产效率,但是这样的建设方式依然是以开发人员为主导,且这一类平台通常是面向比较通用的场景,为了不牺牲灵活性而提高了专业性的要求。Currently, the main way to solve such needs on the market is to use specially developed code development tools or BI (Business Intelligence) development tools. This tool drags and drops the visual modules of existing codes into the workflow, and assists in writing certain logic codes to create applications. Although this way of working can greatly reduce the workload of developers, replacing a large amount of development work with components that can be dragged and assembled, thereby improving the productivity of developers, this construction method is still dominated by developers, and this type of platform is usually oriented towards more general scenarios, and the professional requirements are increased in order not to sacrifice flexibility.
因此,亟需建立一种更低代码的数据分析可视化开发引擎,能够让目前无编程能力的业务人员,通过在该引擎的支持下,进行简单、直观的组装工作,即可开发出满足业务需求的数据分析产品,同时也能兼具专业性。Therefore, there is an urgent need to establish a data analysis visualization development engine with lower code, which can enable business personnel who currently have no programming skills to develop data analysis products that meet business needs while also being professional by performing simple and intuitive assembly work with the support of this engine.
发明内容Summary of the invention
本发明的目的是为了克服现有技术存在的以上不足或改进需求,提供一种面向工业企业的财务数据分析领域非技术人员的低代码可视化开发引擎,能够实现支持业务人员实现简单快速的数据分析网页的搭建和发布。The purpose of the present invention is to overcome the above-mentioned deficiencies or improvement needs of the prior art, and to provide a low-code visual development engine for non-technical personnel in the field of financial data analysis of industrial enterprises, which can support business personnel to achieve simple and fast construction and publishing of data analysis web pages.
为了解决上述技术问题,本发明提供了一种低代码的财务数据分析可视化开发工具,所述开发工具包括:一数据通讯接口,与浏览器进行数据通信,用于提供用户交互UI窗口;In order to solve the above technical problems, the present invention provides a low-code financial data analysis visualization development tool, the development tool comprising: a data communication interface, which communicates data with a browser and is used to provide a user interaction UI window;
一整合页面核心,用于接收用户通过浏览器制作的自定义操作界面,并将其转化为流程代码提供给API系统;An integrated page core is used to receive the custom operation interface created by the user through the browser, and convert it into process code to provide to the API system;
一API系统,接收流程代码将其封装为BI软件并提供接口给整合页面核心以供用户运行网页小程序;An API system that receives process codes and packages them into BI software and provides an interface to the integration page core for users to run web applets;
一数据库接口,将API系统中的基本数据库与数据源中的目标数据库进行链接;A database interface, which links the basic database in the API system with the target database in the data source;
还包括一自定义页面布局生成器用于生成用户自定义的可渲染的网页页面,以及一组件库,具有多种流程图形供用户拖拽;自定义页面布局生成器和组件库分别与整合页面核心连接。It also includes a custom page layout generator for generating user-defined renderable web pages, and a component library with a variety of process graphics for users to drag and drop; the custom page layout generator and the component library are respectively connected to the integrated page core.
进一步的,所述组件库包括:日历、下拉框、导航条、弹窗、柱状图、饼状图、折线图、热力图、地图。Furthermore, the component library includes: calendar, drop-down box, navigation bar, pop-up window, bar chart, pie chart, line chart, heat map, map.
进一步的,还可以通过选项更改所选择组件的基本属性信息,包括配色、线条。Furthermore, you can also use options to change the basic property information of the selected component, including color and lines.
进一步的,API系统针对访问流量还可以执行自适应负载均衡,使得权限高的人士优先被接入访问。Furthermore, the API system can also perform adaptive load balancing for access traffic, so that people with high permissions are given priority access.
本发明还提供了一种基于上述财务数据分析可视化开发工具的数据可视化分析页面的搭建方法,包含以下步骤:The present invention also provides a method for building a data visualization analysis page based on the above-mentioned financial data analysis visualization development tool, comprising the following steps:
步骤1、数据源配置:将数据库的属性参数用表单的形式提供给用户,用户通过浏览器填写好数据后,后台自动将参数拼装成数据库链接路径,将数据库的表格、数据同步至当前开发平台;Step 1, Data source configuration: Provide the attribute parameters of the database to the user in the form of a form. After the user fills in the data through the browser, the background automatically assembles the parameters into a database link path and synchronizes the database tables and data to the current development platform;
步骤2、建立API配置中心,包括如下配置项:Step 2: Establish an API configuration center, including the following configuration items:
a.开发设计API系统以生成平台基本数据库,包含但不仅限于用户表、权限表、菜单表、角色表、数据源表、API记录表;a. Develop and design the API system to generate the basic database of the platform, including but not limited to user table, permission table, menu table, role table, data source table, and API record table;
b.预定义常用数据类型模板,统一使用json格式传递,用于对应组件库中的各种组件所需数据源;b. Predefine common data type templates and uniformly transmit them in json format to correspond to the data sources required by various components in the component library;
c.建立接口自动生成引擎:将生成接口所需要的参数、所需要处理的数据以直观的表单的形式提供给用户,用户在开发平台上通过配置自己所需的数据所在域的名称、字段名称及其他相关信息;接收整合页面核心利用机器学习算法解析用户填写的表单和拖拽的组件所形成的数据处理流程即可生成对应的接口访问路径,从而使得用户避免操作代码学习即可完成接口的开发;c. Establish an automatic interface generation engine: Provide users with the parameters and data to be processed required for interface generation in the form of intuitive forms. Users can configure the name of the domain where the data they need, field name and other related information on the development platform. The receiving integration page core uses machine learning algorithms to parse the data processing flow formed by the form filled in by the user and the dragged components to generate the corresponding interface access path, so that users can complete the interface development without learning the operation code.
步骤3、建立页面配置中心:Step 3: Create a page configuration center:
1)提供自定义页面布局生成器,用户自定义一个或多个前端页面布局,布局解析引擎在后台将布局解析成html代码,通过对API与前端页面的拼装,生成自定义的可渲染的BI网页页面;1) Provide a custom page layout generator. Users can customize one or more front-end page layouts. The layout parsing engine parses the layout into HTML code in the background. By assembling the API and the front-end page, a custom renderable BI web page is generated.
2)提供组件库,用户选定需要用的组件,将组件拖至前面预定义好的网页页面中对应的位置,拼装成完整的静态页面;当对各组件命名完成并确认后,所述整合页面核心会根据组件的名称和连接关系智能地在前台生成业务处理流程和在后台生成代码的执行流程;组件建立完成后,可自动或手动地选中配置好的接口进行关联,从而将组件和数据实现贯通,使整个页面成为完整的可交互的页面。2) Provide a component library, and users select the components they need and drag the components to the corresponding positions in the predefined web pages to assemble them into a complete static page; when the components are named and confirmed, the integrated page core will intelligently generate the business processing flow in the foreground and the code execution flow in the background according to the names and connection relationships of the components; after the components are established, the configured interfaces can be automatically or manually selected for association, so as to connect the components and data and make the entire page a complete and interactive page.
进一步的,还包括步骤4、权限配置,对配置好的页面可以进行权限控制:选中页面后,从角色列表中选中特定的可以访问该页面的角色,或者从人员列表中选中可以访问该页面的具体人员。Furthermore, it also includes step 4, permission configuration, and permission control can be performed on the configured page: after selecting the page, select a specific role that can access the page from the role list, or select a specific person who can access the page from the person list.
进一步的,还包括流程修改控件以供用户进行必要的流程修改和调整。Furthermore, it also includes process modification controls for users to make necessary process modifications and adjustments.
进一步的,数据库的属性参数包括地址、端口、账号、密码;所述数据处理流程包括数据跳转、实体业务逻辑跳转处理流程;机器学习算法采用神经网络训练;页面布局生成器还包含预览、拖拽、编辑等功能以便于操作。Furthermore, the attribute parameters of the database include address, port, account, and password; the data processing flow includes data jump and entity business logic jump processing flow; the machine learning algorithm uses neural network training; the page layout generator also includes preview, drag, edit and other functions for easy operation.
本发明还提供了一种计算机设备,包括存储器、处理器及存储在存储器上并可在处理器上运行的计算机程序,其特征在于,所述存储器执行所述程序时实现上述步骤。The present invention also provides a computer device, comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the above steps are implemented when the memory executes the program.
本发明还提供了一种处理器,其特征在于,所述处理器用于运行程序,其中,所述程序运行时执行上述步骤。The present invention also provides a processor, characterized in that the processor is used to run a program, wherein the above steps are executed when the program is running.
本发明所述的方案与现有的技术相比,具有如下的有益效果是:Compared with the prior art, the solution of the present invention has the following beneficial effects:
1.本发明的学习成本非常低,但开发效率显著。通过本发明,业务人员(非软件开发领域技术人员)可以轻松掌控需求的实现过程,可以摆脱编程语言的约束。1. The learning cost of the present invention is very low, but the development efficiency is remarkable. Through the present invention, business personnel (non-software development technicians) can easily control the realization process of requirements and get rid of the constraints of programming languages.
2.本发明创造了一种新的人机交互方式:规避了维护过程中文档与代码的一致性问题,最大限度简化了知识转移和软件工程控制过程,为系统维护提供了巨大的便利,针对需求变更,可直接通过图形化工具修改系统原型,简易方便。2. The present invention creates a new human-computer interaction mode: it avoids the consistency problem between documents and codes during the maintenance process, simplifies the knowledge transfer and software engineering control process to the greatest extent, and provides great convenience for system maintenance. In response to changes in requirements, the system prototype can be modified directly through graphical tools, which is simple and convenient.
3.数据分析低代码开发平台是面向无编程能力且从事数据分析工作的业务人员而构建的。业务人员只需要按照习惯的数据分析的工作流程分析数据,将每一个步骤的分析过程和结果按正确的流程保存下来,最后点击发布,即可完成一个面向特定主题的数据分析软件的搭建和发布。3. The data analysis low-code development platform is built for business personnel who have no programming skills and are engaged in data analysis. Business personnel only need to analyze data according to the usual data analysis workflow, save the analysis process and results of each step according to the correct process, and finally click to publish, and they can complete the construction and release of a data analysis software for a specific topic.
本发明的其它特征和优点将在随后的说明书中阐述,并且,部分地从说明书中变得显而易见,或者通过实施本发明而了解。本发明的目的和其他优点可通过在说明书、权利要求书以及附图中所特别指出的结构来实现和获得。Other features and advantages of the present invention will be described in the following description, and partly become apparent from the description, or understood by practicing the present invention. The purpose and other advantages of the present invention can be realized and obtained by the structures particularly pointed out in the description, claims and drawings.
附图说明BRIEF DESCRIPTION OF THE DRAWINGS
附图用来提供对本发明技术方案的进一步理解,并且构成说明书的一部分,与本申请的实施例一起用于解释本发明的技术方案,并不构成对本发明技术方案的限制。The accompanying drawings are used to provide a further understanding of the technical solution of the present invention and constitute a part of the specification. Together with the embodiments of the present application, they are used to explain the technical solution of the present invention and do not constitute a limitation on the technical solution of the present invention.
图1是本发明一实施例所提供的可视化引擎的原理框图;FIG1 is a block diagram of a visualization engine according to an embodiment of the present invention;
图2是本发明一实施例所提供的可视化引擎的实施拓扑图。FIG. 2 is an implementation topology diagram of a visualization engine provided in an embodiment of the present invention.
具体实施方式Detailed ways
为使相关技术人员能更好的理解本发明,对本次申请的目的、技术方案和优点有更加清晰的了解,下面将结合具体实例和附图对本发明做进一步说明。应当理解,此处所描述的具体实施例仅仅用于解释本发明,并不用于限定本发明。需要说明的是,在不冲突的情况下,本申请中的实施例及实施例中的特征可以相互任意组合。In order to enable relevant technical personnel to better understand the present invention and have a clearer understanding of the purpose, technical solutions and advantages of this application, the present invention will be further described below in conjunction with specific examples and drawings. It should be understood that the specific embodiments described herein are only used to explain the present invention and are not intended to limit the present invention. It should be noted that, in the absence of conflict, the embodiments in this application and the features in the embodiments can be combined arbitrarily with each other.
本发明提供了一种“低代码BI软件制作开发平台”,尤其涉及一种低代码的财务数据分析可视化引擎,其原理框图如图1所示,开发平台包括如下主要部件:一数据通讯接口,与包括但不限于Chrome、Firefox等浏览器进行数据通信,用于提供用户交互UI窗口;一整合页面核心,用于接收用户通过浏览器制作的自定义操作界面,并将其转化为流程代码提供给API系统;一API系统,接收流程代码将其封装为BI软件并提供接口给整合页面核心以供用户运行网页小程序;一数据库接口,将API系统中数据库与数据源中的目标数据库进行链接;还包括一自定义页面布局生成器用于生成用户自定义的可渲染的网页页面,以及一组件库,具有柱状图、饼状图、条形图等流程图形供用户拖曳。The present invention provides a "low-code BI software production and development platform", and in particular relates to a low-code financial data analysis visualization engine, whose principle block diagram is shown in Figure 1. The development platform includes the following main components: a data communication interface, which communicates data with browsers including but not limited to Chrome, Firefox, etc., to provide a user interaction UI window; an integrated page core, which is used to receive a custom operation interface made by a user through a browser, and convert it into a process code and provide it to an API system; an API system, which receives the process code and encapsulates it into BI software and provides an interface to the integrated page core for users to run web applets; a database interface, which links the database in the API system with the target database in the data source; and also includes a custom page layout generator for generating user-defined renderable web pages, and a component library with process graphics such as bar charts, pie charts, and bar charts for users to drag.
结合图2所示的拓扑结构,本发明配套的基于上述财务数据分析可视化引擎的数据可视化分析页面的搭建方法,包含以下步骤:In conjunction with the topological structure shown in FIG2 , the method for building a data visualization analysis page based on the above-mentioned financial data analysis visualization engine according to the present invention comprises the following steps:
步骤1、数据源配置:将数据库的地址、端口、账号、密码等属性参数用表单的形式提供给用户,用户通过浏览器填写好数据后,后台自动将参数拼装成数据库链接路径,将数据库的表格、数据同步至当前开发平台;Step 1, Data source configuration: Provide the database address, port, account, password and other attribute parameters to the user in the form of a form. After the user fills in the data through the browser, the background automatically assembles the parameters into a database link path and synchronizes the database tables and data to the current development platform;
步骤2、建立API配置中心,包括如下配置项:Step 2: Establish an API configuration center, including the following configuration items:
a.开发设计API系统以生成平台基本数据库,包含但不仅限于用户表、权限表、菜单表、角色表、数据源表、API记录表;a. Develop and design the API system to generate the basic database of the platform, including but not limited to user table, permission table, menu table, role table, data source table, and API record table;
b.预定义常用数据类型模板,统一使用json格式传递,用于对应组件库中的各种组件所需数据源;b. Predefine common data type templates and uniformly transmit them in json format to correspond to the data sources required by various components in the component library;
c.建立接口自动生成引擎:将生成接口所需要的参数、所需要处理的数据以直观的表单的形式提供给用户,用户在开发平台上可以通过配置自己所需的数据所在域的名称、字段名称等信息;由可视化引擎利用神经网络等机器学习算法解析用户填写的表单和拖曳组件后形成的数据处理流程(数据跳转、实体业务逻辑跳转处理流程)即可生成对应的接口访问路径,从而使得用户避免操作代码学习编写即可完成接口的开发;c. Establish an automatic interface generation engine: Provide users with the parameters and data to be processed required for interface generation in the form of intuitive forms. Users can configure the name of the domain and field name of the data they need on the development platform. The visualization engine uses machine learning algorithms such as neural networks to analyze the form filled out by users and the data processing flow (data jump, entity business logic jump processing flow) formed after dragging components to generate the corresponding interface access path, so that users can complete interface development without learning to write operation codes.
步骤3、建立页面配置中心:Step 3: Create a page configuration center:
1)提供自定义页面布局生成器。用户通过对预先提供的矩形框进行组合,组装一个前端页面布局,布局解析引擎在后台将该组合解析成html代码,通过对API与前端页面的拼装,生成自定义的可渲染的BI网页页面;生成器还包含预览、拖拽、编辑等功能以便于操作;1) Provide a custom page layout generator. Users can assemble a front-end page layout by combining pre-provided rectangular frames. The layout parsing engine parses the combination into HTML code in the background, and generates a custom renderable BI web page by assembling the API and the front-end page. The generator also includes preview, drag and drop, and editing functions for easy operation.
2)提供组件库。平台携带了一整套完整的网页组件库,包含数据可视化领域几乎所有类型的前端展示组件,例如:日历、下拉框、导航条、弹窗、柱状图、饼状图、折线图、热力图、地图等等。还可以通过选项更改配色、线条等组件基本属性信息。用户选定需要用的组件,将组件拖至前面预定义好的网页布局中对应的位置,拼装成完整的静态页面;当对各组件命名完成并确认后,所述引擎会根据组件的名称和连接关系智能地在前台生成业务处理流程和在后台生成代码的执行流程。组件建立完成后,可自动或手动地选中配置好的接口进行关联,从而将组件和数据实现贯通,使整个页面成为完整的可交互的页面。2) Provide a component library. The platform carries a complete set of web component libraries, including almost all types of front-end display components in the field of data visualization, such as calendars, drop-down boxes, navigation bars, pop-ups, bar charts, pie charts, line charts, heat maps, maps, etc. You can also change the basic attribute information of components such as color and lines through options. The user selects the components he needs to use, drags the components to the corresponding positions in the predefined web page layout, and assembles them into a complete static page; when the naming of each component is completed and confirmed, the engine will intelligently generate the business processing flow in the foreground and the execution flow of the code in the background according to the name and connection relationship of the component. After the component is established, the configured interface can be automatically or manually selected for association, so as to connect the components and data, making the entire page a complete and interactive page.
还可以包括流程修改控件以供用户进行必要的修改和调整。Process modification controls may also be included for the user to make necessary modifications and adjustments.
步骤4、权限配置。对配置好的页面可以进行权限控制。页面搭建完成后,默认只能本人浏览。选中页面后,从角色列表中选中特定的可以访问该页面的角色,或者从人员列表中选中可以访问该页面的具体人员,从而将该页面的浏览权限开放给更多人。不同的登录用户会生成自己所属的私有接口请求,不会产生混用等问题。Step 4: Permission configuration. Permission control can be performed on the configured pages. After the page is built, it can only be browsed by the user by default. After selecting the page, select a specific role that can access the page from the role list, or select a specific person who can access the page from the personnel list, so as to open the browsing rights of the page to more people. Different logged-in users will generate their own private interface requests, and there will be no problems such as mixing.
上述各步骤顺序可对调。此外,API系统针对访问流量还可以执行自适应负载均衡,使得权限高的人士优先被接入访问。The order of the above steps can be reversed. In addition, the API system can also perform adaptive load balancing for access traffic, so that people with high permissions are given priority access.
本发明还提供了一种计算机设备,包括存储器、处理器及存储在存储器上并可在处理器上运行的计算机程序,所述存储器执行所述程序时实现上述步骤。The present invention also provides a computer device, comprising a memory, a processor, and a computer program stored in the memory and executable on the processor, wherein the above steps are implemented when the memory executes the program.
本发明还提供了一种处理器,所述处理器用于运行程序,其中,所述程序运行时执行上述步骤。The present invention also provides a processor, which is used to run a program, wherein the above steps are executed when the program is running.
综上,本发明面向非软件开发人员提供了统一的技术架构和极简的开发方法,用户可以在低代码开发平台上根据自己的需要选择合适的系统甚至完全定制一套个性化的系统。In summary, the present invention provides a unified technical architecture and a minimalist development method for non-software developers. Users can choose a suitable system according to their needs on the low-code development platform or even completely customize a personalized system.
虽然本发明所揭露的实施方式如上,但所述的内容仅为便于理解本发明而采用的实施方式,并非用以限定本发明。任何本发明所属领域内的技术人员,在不脱离本发明所揭露的精神和原则的前提下,可以在实施的形式及细节上进行任何的修改与变化、等同替换等,这些都属于本发明的保护范围。因此,本发明的专利保护范围,仍须以所附的权利要求书所界定的范围为准。Although the embodiments disclosed in the present invention are as above, the contents described are only embodiments adopted for facilitating the understanding of the present invention and are not intended to limit the present invention. Any technician in the field to which the present invention belongs can make any modifications and changes, equivalent substitutions, etc. in the form and details of implementation without departing from the spirit and principles disclosed in the present invention, and these all belong to the protection scope of the present invention. Therefore, the patent protection scope of the present invention shall still be subject to the scope defined by the attached claims.
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