CN114372189A - Processing method and device of user-defined report, storage medium and electronic equipment - Google Patents

Processing method and device of user-defined report, storage medium and electronic equipment Download PDF

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CN114372189A
CN114372189A CN202111678345.9A CN202111678345A CN114372189A CN 114372189 A CN114372189 A CN 114372189A CN 202111678345 A CN202111678345 A CN 202111678345A CN 114372189 A CN114372189 A CN 114372189A
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dimension index
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preset
index data
query request
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CN114372189B (en
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张昊
张中英
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Shanghai Kingstar Fintech Co Ltd
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    • G06FELECTRIC DIGITAL DATA PROCESSING
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    • G06F16/90Details of database functions independent of the retrieved data types
    • G06F16/95Retrieval from the web
    • G06F16/953Querying, e.g. by the use of web search engines
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/20Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
    • G06F16/22Indexing; Data structures therefor; Storage structures
    • G06F16/2282Tablespace storage structures; Management thereof
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F16/00Information retrieval; Database structures therefor; File system structures therefor
    • G06F16/90Details of database functions independent of the retrieved data types
    • G06F16/95Retrieval from the web
    • G06F16/953Querying, e.g. by the use of web search engines
    • G06F16/9538Presentation of query results

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Abstract

When a business query request is received, querying preset dimension index data configured in advance in a database to obtain business dimension index data corresponding to the business query request in the database, splicing the business dimension index data through preset splicing logic to obtain a custom report corresponding to the business query request, and displaying the custom report in a preset display mode. Based on the above, the dimension index data related to the personalized report is configured in the database in advance, the dimension index data in the database is queried through the service query request, and the self-defined report corresponding to the service query request, namely the personalized report, is obtained without developing the logic code of the personalized report again, so that the efficiency of obtaining the personalized report is improved.

Description

一种自定义报表的处理方法、装置、存储介质及电子设备A method, device, storage medium and electronic device for processing a custom report

技术领域technical field

本申请涉及报表处理技术领域,更具体地说,涉及一种自定义报表的处 理方法、装置、存储介质及电子设备。The present application relates to the technical field of report processing, and more particularly, to a method, device, storage medium and electronic device for processing a custom report.

背景技术Background technique

随着全球广域网(World Wide Web,web)管理类应用程序在金融业的运 用,尤其是在客户关系管理(Customer Relationship Management,CRM)系统 得到充分发挥,对于期货公司来说,因为期货公司的业务不同,需要一些自 定义化的报表来统计期货公司的业务对应的数据。With the application of global wide area network (World Wide Web, web) management applications in the financial industry, especially in the customer relationship management (Customer Relationship Management, CRM) system is fully utilized, for futures companies, because the futures companies' business Different, some customized reports are needed to count the data corresponding to the futures company's business.

目前,在针对这些个性化报表开发时,每次单独开发个性化报表需要重 复开发工作,对于一些有着固定逻辑的个性化报表开发,由于每个期货公司 使用的报表字段个数不同或者字段顺序不同,因此在开发个性化报表时,需 要对个性化报表的逻辑代码进行重新开发,从而降低了个性化报表的获取效 率。At present, when developing these personalized reports, the development work needs to be repeated each time. For some personalized reports with fixed logic, the number of report fields used by each futures company is different or the order of fields is different. Therefore, when developing a personalized report, it is necessary to re-develop the logic code of the personalized report, thereby reducing the efficiency of obtaining the personalized report.

发明内容SUMMARY OF THE INVENTION

有鉴于此,本申请公开了一种自定义报表的处理方法、装置、存储介质 及电子设备,旨在提高获取个性化报表的效率。In view of this, the present application discloses a method, device, storage medium and electronic device for processing a custom report, aiming to improve the efficiency of obtaining a personalized report.

为了实现上述目的,其公开的技术方案如下:In order to achieve the above purpose, the disclosed technical scheme is as follows:

本申请第一方面公开了一种自定义报表的处理方法,所述方法包括:A first aspect of the present application discloses a method for processing a custom report, the method comprising:

当接收到业务查询请求时,对数据库中预先配置的预设维度指标数据进 行查询,得到所述业务查询请求对应的业务维度指标数据;所述业务维度指 标数据用于表征与所述业务查询请求中的维度指标查询数据对应的预设维度 指标数据;When a service query request is received, the pre-configured preset dimension index data in the database is queried to obtain business dimension index data corresponding to the business query request; the business dimension index data is used to represent the business query request The preset dimension index data corresponding to the dimension index query data in ;

通过预设拼接逻辑对所述业务维度指标数据进行拼接,得到所述业务查 询请求对应的自定义报表并展示。The business dimension indicator data is spliced by preset splicing logic to obtain and display a custom report corresponding to the business query request.

优选的,所述当接收到业务查询请求时,对数据库中预先配置的预设维 度指标数据进行查询,得到所述业务查询请求对应的业务维度指标数据,包 括:Preferably, when a business query request is received, the preset dimension index data preconfigured in the database is queried to obtain business dimension index data corresponding to the business query request, including:

当接收到业务查询请求时,获取所述业务查询请求中的维度指标查询数 据;When receiving a business query request, obtain the dimension index query data in the business query request;

将所述维度指标查询数据与数据库中预先配置的预设维度指标数据进行 匹配;Matching the dimension index query data with preset dimension index data preconfigured in the database;

当所述维度指标查询数据与所述预设维度指标数据一致时,得到所述业 务查询请求对应的业务维度指标数据。When the dimension index query data is consistent with the preset dimension index data, the business dimension index data corresponding to the business query request is obtained.

优选的,所述通过预设拼接逻辑对所述业务维度指标数据进行拼接,得 到所述业务查询请求对应的自定义报表并展示,包括:Preferably, the business dimension indicator data is spliced by preset splicing logic to obtain and display a custom report corresponding to the business query request, including:

确定所述业务维度指标数据对应的输入参数和所述业务维度指标数据对 应的输出参数;Determine the input parameters corresponding to the business dimension indicator data and the output parameters corresponding to the business dimension indicator data;

通过动态结构化查询语言sql对所述输入参数和所述输出参数进行拼接, 得到拼接结果;所述拼接结果用于表征所述输入参数和所述输出参数之间的 对应关系;The input parameters and the output parameters are spliced through the dynamic structured query language sql to obtain a splicing result; the splicing result is used to characterize the correspondence between the input parameters and the output parameters;

将所述拼接结果存储于数据库中;The splicing result is stored in the database;

基于所述数据库中的拼接结果,确定所述业务查询请求对应的自定义报 表并展示。Based on the splicing results in the database, a custom report corresponding to the business query request is determined and displayed.

优选的,配置预设维度指标数据的过程,包括:Preferably, the process of configuring the preset dimension indicator data includes:

获取各个期货公司的业务需求;Obtain the business needs of each futures company;

从所述各个期货公司的业务需求中提取出预设业务指标;所述预设业务 指标为在不同维度下具有相同业务类型的业务指标;Extract preset business indicators from the business requirements of the respective futures companies; the preset business indicators are business indicators with the same business type under different dimensions;

将所述预设业务指标配置于数据库中,得到预设维度指标数据。The preset business index is configured in a database to obtain preset dimension index data.

优选的,还包括:Preferably, it also includes:

对所述预设维度指标数据进行自定义修改操作。A custom modification operation is performed on the preset dimension indicator data.

优选的,还包括:Preferably, it also includes:

生成所述自定义报表对应的前端功能。A front-end function corresponding to the custom report is generated.

本申请第二方面公开了一种自定义报表的处理装置,所述装置包括:A second aspect of the present application discloses a device for processing a custom report, the device comprising:

确定单元,用于当接收到业务查询请求时,对数据库中预先配置的预设 维度指标数据进行查询,得到所述业务查询请求对应的业务维度指标数据; 所述业务维度指标数据用于表征与所述业务查询请求中的维度指标查询数据 对应的预设维度指标数据;a determining unit, configured to query the preset dimension index data preconfigured in the database when receiving a business query request, to obtain business dimension index data corresponding to the business query request; the business dimension index data is used to represent and preset dimension index data corresponding to the dimension index query data in the business query request;

拼接单元,用于通过预设拼接逻辑对所述业务维度指标数据进行拼接, 得到所述业务查询请求对应的自定义报表并展示。The splicing unit is used for splicing the business dimension indicator data through a preset splicing logic to obtain and display a custom report corresponding to the business query request.

优选的,所述确定单元,包括:Preferably, the determining unit includes:

第一获取模块,用于当接收到业务查询请求时,获取所述业务查询请求 中的维度指标查询数据;a first obtaining module, configured to obtain dimension index query data in the service query request when receiving a service query request;

匹配模块,用于将所述维度指标查询数据与数据库中预先配置的预设维 度指标数据进行匹配;a matching module for matching the dimension index query data with preset dimension index data preconfigured in the database;

第二获取模块,用于当所述维度指标查询数据与所述预设维度指标数据 一致时,得到所述业务查询请求对应的业务维度指标数据。The second obtaining module is configured to obtain business dimension index data corresponding to the business query request when the dimension index query data is consistent with the preset dimension index data.

本申请第三方面公开了一种存储介质,所述存储介质包括存储的指令, 其中,在所述指令运行时控制所述存储介质所在的设备执行如第一方面任意 一项所述的自定义报表的处理方法。A third aspect of the present application discloses a storage medium, where the storage medium includes stored instructions, wherein when the instructions are executed, a device on which the storage medium is located is controlled to perform the customization described in any one of the first aspect The processing method of the report.

本申请第四方面公开了一种电子设备,包括存储器,以及一个或者一个 以上的指令,其中一个或者一个以上指令存储于存储器中,且经配置以由一 个或者一个以上处理器执行如第一方面任意一项所述的自定义报表的处理方 法。A fourth aspect of the present application discloses an electronic device comprising a memory, and one or more instructions, wherein the one or more instructions are stored in the memory and configured to be executed by one or more processors as in the first aspect The processing method of any one of the custom reports.

经由上述技术方案可知,本申请公开了一种自定义报表的处理方法、装 置、存储介质及电子设备,当接收到业务查询请求时,对数据库中预先配置 的预设维度指标数据进行查询,得到业务查询请求对应的业务维度指标数据, 业务维度指标数据用于表征与业务查询请求中的维度指标查询数据对应的预 设维度指标数据,通过预设拼接逻辑对业务维度指标数据进行拼接,得到业 务查询请求对应的自定义报表并展示。通过上述方案,预先将与个性化报表 相关的维度指标数据配置于数据库中,通过业务查询请求查询数据库中的维 度指标数据,得到业务查询请求对应的自定义报表,即个性化报表,且无需 重新对个性化报表的逻辑代码进行开发,从而提高获取个性化报表的效率。It can be known from the above technical solutions that the present application discloses a processing method, device, storage medium and electronic device for a custom report. When a service query request is received, the pre-configured preset dimension index data in the database is queried, and the result is obtained. The business dimension index data corresponding to the business query request, the business dimension index data is used to represent the preset dimension index data corresponding to the dimension index query data in the business query request, and the business dimension index data is spliced through the preset splicing logic to obtain the business Query and display the corresponding custom report. Through the above solution, the dimension index data related to the personalized report is pre-configured in the database, and the dimension index data in the database is queried through the business query request to obtain the customized report corresponding to the business query request, that is, the personalized report. Develop the logic code of the personalized report, so as to improve the efficiency of obtaining the personalized report.

附图说明Description of drawings

为了更清楚地说明本申请实施例或现有技术中的技术方案,下面将对实 施例或现有技术描述中所需要使用的附图作简单地介绍,显而易见地,下面 描述中的附图仅仅是本申请的实施例,对于本领域普通技术人员来讲,在不 付出创造性劳动的前提下,还可以根据提供的附图获得其他的附图。In order to more clearly illustrate the embodiments of the present application or the technical solutions in the prior art, the following briefly introduces the accompanying drawings required for the description of the embodiments or the prior art. Obviously, the drawings in the following description are only It is an embodiment of the present application. For those of ordinary skill in the art, other drawings can also be obtained according to the provided drawings without any creative effort.

图1为本申请实施例公开的一种自定义报表的处理系统的结构示意图;1 is a schematic structural diagram of a system for processing a custom report disclosed in an embodiment of the present application;

图2为本申请实施例公开的一种自定义报表的处理方法的流程示意图;2 is a schematic flowchart of a method for processing a custom report disclosed in an embodiment of the present application;

图3为本申请实施例公开的一种自定义报表的展示界面示意图;3 is a schematic diagram of a display interface of a custom report disclosed in an embodiment of the present application;

图4为本申请实施例公开的另一种自定义报表的展示界面示意图;4 is a schematic diagram of a display interface of another custom report disclosed in an embodiment of the present application;

图5为本申请实施例公开的初始新增的模块的示例图;FIG. 5 is an example diagram of an initially added module disclosed by an embodiment of the present application;

图6为本申请实施例公开的一种自定义报表的处理装置的结构示意图;6 is a schematic structural diagram of a device for processing a custom report disclosed in an embodiment of the present application;

图7为本申请实施例公开的一种电子设备的结构示意图。FIG. 7 is a schematic structural diagram of an electronic device disclosed in an embodiment of the present application.

具体实施方式Detailed ways

下面将结合本申请实施例中的附图,对本申请实施例中的技术方案进行 清楚、完整地描述,显然,所描述的实施例仅仅是本申请一部分实施例,而 不是全部的实施例。基于本申请中的实施例,本领域普通技术人员在没有做 出创造性劳动前提下所获得的所有其他实施例,都属于本申请保护的范围。The technical solutions in the embodiments of the present application will be clearly and completely described below with reference to the accompanying drawings in the embodiments of the present application. Obviously, the described embodiments are only a part of the embodiments of the present application, rather than all the embodiments. Based on the embodiments in this application, all other embodiments obtained by those of ordinary skill in the art without creative work, all belong to the scope of protection of this application.

在本申请中,术语“包括”、“包含”或者其任何其他变体意在涵盖非排他性 的包含,从而使得包括一系列要素的过程、方法、物品或者设备不仅包括那 些要素,而且还包括没有明确列出的其他要素,或者是还包括为这种过程、 方法、物品或者设备所固有的要素。在没有更多限制的情况下,由语句“包括 一个……”限定的要素,并不排除在包括所述要素的过程、方法、物品或者设备 中还存在另外的相同要素。In this application, the terms "comprising", "comprising" or any other variation thereof are intended to encompass a non-exclusive inclusion such that a process, method, article or device comprising a list of elements includes not only those elements, but also no Other elements expressly listed, or those inherent to such a process, method, article or apparatus are also included. Without further limitation, an element qualified by the phrase "comprising a..." does not preclude the presence of additional identical elements in a process, method, article or apparatus that includes the element.

由背景技术可知,在针对这些个性化报表开发时,每次单独开发个性化 报表需要重复开发工作,对于一些有着固定逻辑的个性化报表开发,由于每 个期货公司使用的报表字段个数不同或者字段顺序不同,因此在开发个性化 报表时,需要对个性化报表的逻辑代码进行重新开发,从而降低了个性化报 表的获取效率。It can be known from the background art that when developing these personalized reports, the development work needs to be repeated each time. The order of fields is different, so when developing a personalized report, the logic code of the personalized report needs to be redeveloped, which reduces the efficiency of obtaining the personalized report.

为了解决上述问题,本申请公开了一种自定义报表的处理方法、装置、 存储介质及电子设备,预先将与个性化报表相关的维度指标数据配置于数据 库中,通过业务查询请求查询数据库中的维度指标数据,得到业务查询请求 对应的自定义报表,即个性化报表,且无需重新对个性化报表的逻辑代码进 行开发,从而提高获取个性化报表的效率。具体实现方式通过下述实施例进 行说明。In order to solve the above problems, the present application discloses a processing method, device, storage medium and electronic equipment for a custom report, which pre-configures the dimensional index data related to the personalized report in the database, and queries the data in the database through a business query request. Dimension index data, get the custom report corresponding to the business query request, that is, the personalized report, and there is no need to re-develop the logic code of the personalized report, thereby improving the efficiency of obtaining the personalized report. The specific implementation is described by the following embodiments.

以下首先介绍本申请的一种自定义报表的处理方法及装置所适用的自定 义报表的处理系统的架构图,具体参考图1所示,该自定义报表的处理系统 包括客户端11、服务端12和数据库13。其中,客户端11包括自定义报表模 块功能,服务端12包括维度指标维护与逻辑开发功能和报表前台功能。The following first introduces an architecture diagram of a custom report processing system to which a custom report processing method and device of the present application are applicable. Specifically, as shown in FIG. 1 , the custom report processing system includes a client 11 and a server. 12 and database 13. Among them, the client 11 includes a custom report module function, and the server 12 includes a dimension index maintenance and logic development function and a report front-end function.

维度指标维护与逻辑开发功能,是自动生成自定义报表前台功能的核心, 因为自动生成的报表所有字段和指标都是事先抽象出来的各个期货公司业务 数据。The maintenance and logic development functions of dimension indicators are the core of the front-end function of automatically generating custom reports, because all fields and indicators of the automatically generated reports are the business data of each futures company that has been abstracted in advance.

根据每个维度指标的指标逻辑进行逻辑的开发和数据的落地,例如客户 日维度的指标一般包含了客户维度的交易数据,例如期末权益、当日盈亏、 出金金额、入金金额等指标,事先写好对应指标数据生成逻辑,然后通过每 日任务执行相应逻辑,即可生成维度指标的落地数据。而且维度指标支持扩 展和修改。这部分的逻辑都是在服务器上执行。Logic development and data implementation are carried out according to the indicator logic of each dimension indicator. For example, the indicator of the customer day dimension generally includes the transaction data of the customer dimension, such as the end-of-period equity, daily profit and loss, withdrawal amount, deposit amount and other indicators, which should be written in advance. The corresponding indicator data generation logic is well established, and then the corresponding logic is executed through daily tasks to generate the landing data of the dimension indicators. And dimension indicators support expansion and modification. This part of the logic is executed on the server.

自定义报表模块功能,是根据后台生成好的维度指标,进行前台的一个 展示和自定义选择修改的功能。报表展示分为搜索条件和展示字段,因此在 自定义模块中可以添加条件指标和展示指标。这部分的实现是在客户端11上 执行。The custom report module function is a function of displaying and customizing selection and modification in the foreground according to the dimension indicators generated in the background. The report display is divided into search criteria and display fields, so in the custom module, you can add criteria indicators and display indicators. The implementation of this part is performed on the client 11.

报表前台功能,是根据自定义报表模块功能生成的模块,然后用框架自 带的模块生成功能生成报表的前台功能。这部分生成前台报表的功能是在客 户端上执行,生成自定义报表后台逻辑的部分是在服务端12上执行。The front-end function of the report is a module generated according to the function of the custom report module, and then the front-end function of the report is generated by the module generation function that comes with the framework. This part of the function of generating the front-end report is executed on the client, and the part of the background logic of generating the custom report is executed on the server 12.

具体客户端11、服务端12和数据库13之间的数据交互过程如下:The specific data interaction process between the client 11, the server 12 and the database 13 is as follows:

当服务端12接收到客户端11发送的业务查询请求时,服务端12对数据 库中预先配置的预设维度指标数据进行查询,得到业务查询请求在数据库13 中对应的业务维度指标数据;业务维度指标数据用于表征与业务查询请求中 的维度指标查询数据对应的预设维度指标数据。When the server 12 receives the business query request sent by the client 11, the server 12 queries the preset dimension index data preconfigured in the database to obtain business dimension index data corresponding to the business query request in the database 13; the business dimension The indicator data is used to represent preset dimension indicator data corresponding to the dimension indicator query data in the business query request.

服务端12配置数据库中的预设维度指标数据的过程如下:The process of configuring the preset dimension index data in the database by the server 12 is as follows:

服务端12获取各个业务需求;业务需求为各个公司的业务类型对应的需 求。The server 12 obtains each business requirement; the business requirement is the requirement corresponding to the business type of each company.

服务端12从业务需求中提取出预设业务指标;预设业务指标为在不同维 度下具有相同业务类型的业务指标。The server 12 extracts preset business indicators from the business requirements; the preset business indicators are business indicators with the same business type in different dimensions.

服务端12将预设业务指标配置于数据库中,得到预设维度指标数据。The server 12 configures the preset business indicators in the database to obtain preset dimension index data.

其中,服务端12对预设维度指标数据进行自定义修改操作。The server 12 performs a custom modification operation on the preset dimension index data.

具体得到业务查询请求在数据库13中对应的业务维度指标数据的过程如 下:Specifically, the process of obtaining the business dimension index data corresponding to the business query request in the database 13 is as follows:

当服务端12接收到客户端11发送的业务查询请求时,服务端12获取业 务查询请求中的维度指标查询数据。When the server 12 receives the service query request sent by the client 11, the server 12 obtains the dimension index query data in the service query request.

服务端12将维度指标查询数据与数据库中预先配置的预设维度指标数据 进行匹配。The server 12 matches the dimension index query data with the preset dimension index data preconfigured in the database.

当维度指标查询数据与预设维度指标数据一致时,服务端12得到业务查 询请求对应的业务维度指标数据。When the dimension index query data is consistent with the preset dimension index data, the server 12 obtains the business dimension index data corresponding to the business query request.

服务端12通过预设拼接逻辑对业务维度指标数据进行拼接,得到业务查 询请求对应的自定义报表。The server 12 splices the service dimension indicator data through preset splicing logic to obtain a custom report corresponding to the service query request.

具体服务端12通过预设拼接逻辑对业务维度指标数据进行拼接,得到业 务查询请求对应的自定义报表的过程如下:The specific server 12 splices the business dimension indicator data through the preset splicing logic, and the process of obtaining the custom report corresponding to the business query request is as follows:

服务端12确定业务维度指标数据对应的输入参数和业务维度指标数据对 应的输出参数。The server 12 determines input parameters corresponding to the business dimension index data and output parameters corresponding to the business dimension index data.

服务端12通过动态结构化查询语言sql对输入参数和输出参数进行拼接, 得到拼接结果,并将拼接结果存储于数据库中。The server 12 splices the input parameters and the output parameters through the dynamic structured query language sql, obtains the splicing result, and stores the splicing result in the database.

服务端12基于数据库中的拼接结果,确定业务查询请求对应的自定义报 表。The server 12 determines a custom report corresponding to the service query request based on the splicing result in the database.

客户端11通过预设展示方式展示自定义报表。The client 11 displays the custom report in a preset display manner.

本申请实施例中,通过预先将与个性化报表相关的维度指标数据配置于 数据库中,通过业务查询请求查询数据库中的维度指标数据,得到业务查询 请求对应的自定义报表,即个性化报表,且无需重新对个性化报表的逻辑代 码进行开发,从而提高获取个性化报表的效率。In the embodiment of the present application, the dimension index data related to the personalized report is pre-configured in the database, and the dimension index data in the database is queried through the business query request to obtain the custom report corresponding to the business query request, that is, the personalized report, And there is no need to re-develop the logic code of the personalized report, thereby improving the efficiency of obtaining the personalized report.

参考图2所示,为本申请实施例公开的一种自定义报表的处理方法的流 程示意图,该自定义报表的处理方法主要包括如下步骤:Referring to Figure 2, it is a schematic flow chart of a method for processing a self-defined report disclosed in an embodiment of the application, and the processing method for this self-defined report mainly includes the following steps:

S201:当接收到业务查询请求时,对数据库中预先配置的预设维度指标 数据进行查询,得到业务查询请求对应的业务维度指标数据;业务维度指标 数据用于表征与业务查询请求中的维度指标查询数据对应的预设维度指标数 据。S201: When a business query request is received, query the preset dimension index data preconfigured in the database to obtain business dimension index data corresponding to the business query request; the business dimension index data is used to represent the dimension index in the business query request Queries the preset dimension indicator data corresponding to the query data.

在S201中,业务查询请求可以通过客户端获取得到,也可以通过其他数 据信息源得到。业务查询请求的获取方式本申请不做具体限定。In S201, the service query request can be obtained through the client, and can also be obtained through other data information sources. The acquisition method of the service query request is not specifically limited in this application.

配置预设维度指标数据的过程如A1-A3所示。The process of configuring preset dimension indicator data is shown in A1-A3.

A1:获取各个业务需求;业务需求为各个公司的业务类型对应的需求。A1: Obtain each business requirement; the business requirement is the requirement corresponding to the business type of each company.

其中,首先需要收集各期货公司的业务需求,并提取出其中的共有业务 字段,并在Oracle数据库中维护好每个维度所需要的指标和指标逻辑,具体 业务需求如果按照不同的统计维度来区分,则包括客户维度、营业部维度、 品种交易所维度、客户品种维度、资金账号维度等。Among them, first of all, it is necessary to collect the business requirements of each futures company, extract the common business fields, and maintain the indicators and indicator logic required by each dimension in the Oracle database. If the specific business requirements are distinguished according to different statistical dimensions , it includes customer dimension, business department dimension, variety exchange dimension, customer variety dimension, capital account dimension, etc.

A2:从业务需求中提取出预设业务指标;预设业务指标为在不同维度下 具有相同业务类型的业务指标。A2: Extract preset business indicators from business requirements; preset business indicators are business indicators with the same business type in different dimensions.

预设业务指标即共有业务字段,指的是不同期货公司的相同业务逻辑, 比如客户期末权益、成交金额、成交数量、持仓数量等相同的业务字段,这 些具有相同业务逻辑的可以抽象出来作为共有业务字段。The preset business indicators are the common business fields, which refer to the same business logic of different futures companies, such as the same business fields such as the customer's end-of-period equity, transaction amount, transaction quantity, and position quantity. Those with the same business logic can be abstracted as common business field.

例如,期货公司A业务需求、期货公司B业务需求和期货公司C业务需 求中,提取期货公司A的成交金额需求、期货公司B的成交金额需求和期货 公司C的成交金额需求,成交金额需求即为预设业务指标(共有业务字段)。For example, from the business requirements of futures company A, futures company B, and futures company C, extract the transaction value requirements of futures company A, the transaction value requirements of futures company B, and the transaction value requirements of futures company C. The transaction value requirements are It is a preset business indicator (common business field).

A3:将预设业务指标配置于数据库中,得到预设维度指标数据。A3: Configure the preset business indicators in the database to obtain preset dimension index data.

其中,对预设维度指标数据进行自定义修改操作。Among them, a custom modification operation is performed on the preset dimension indicator data.

具体当接收到业务查询请求时,基于数据库中预先配置的预设维度指标 数据,确定业务查询请求对应的业务维度指标数据的过程如下:Specifically, when a business query request is received, based on the preset dimension index data preconfigured in the database, the process of determining the business dimension index data corresponding to the business query request is as follows:

首先,当接收到业务查询请求时,获取业务查询请求中的维度指标查询 数据。First, when a business query request is received, the dimension index query data in the business query request is obtained.

其中,对业务查询请求解析,得到业务查询请求中的维度指标查询数据。Among them, the business query request is parsed, and the dimension index query data in the business query request is obtained.

维度指标查询数据用于查询数据库中与其对应的预设维度指标数据。The dimension index query data is used to query the corresponding preset dimension index data in the database.

然后,将维度指标查询数据与数据库中预先配置的预设维度指标数据进 行匹配,当维度指标查询数据与预设维度指标数据一致时,得到业务查询请 求对应的业务维度指标数据。Then, the dimension index query data is matched with the preset dimension index data preconfigured in the database, and when the dimension index query data is consistent with the preset dimension index data, the business dimension index data corresponding to the business query request is obtained.

S202:通过预设拼接逻辑对业务维度指标数据进行拼接,得到业务查询 请求对应的自定义报表。S202: splicing the business dimension indicator data through preset splicing logic to obtain a custom report corresponding to the business query request.

在S202中,生成自定义报表由输入参数(入参)、输出参数(出参)和 数据源三部分构成。In S202, generating a custom report consists of input parameters (input parameters), output parameters (output parameters) and data sources.

其中,输出参数即为报表展示字段。Among them, the output parameter is the report display field.

具体入参、出参和数据源的代码如下:The specific input parameters, output parameters and data source codes are as follows:

(1)入参:(1) Input parameters:

title:"查询条件设置",title: "Query Condition Settings",

items:[{items:[{

fieldLabel:"业务月份",fieldLabel: "Business Month",

itemId:"I_BUSI_MONTH",itemId: "I_BUSI_MONTH",

owner:"CF_STAT.T_M_CLIENT",owner: "CF_STAT.T_M_CLIENT",

value:"{#sys.nowCurrentMonth#}"value:"{#sys.nowCurrentMonth#}"

},{}, {

fieldLabel:"币种",fieldLabel: "currency",

itemId:"I_MONEY_TYPE",itemId: "I_MONEY_TYPE",

keyName:"money_type_1101",keyName: "money_type_1101",

owner:"CF_STAT.T_M_CLIENT"owner:"CF_STAT.T_M_CLIENT"

},{},{

fieldLabel:"客户号",fieldLabel: "Customer ID",

itemId:"I_CLIENT_ID",itemId: "I_CLIENT_ID",

owner:"CF_STAT.T_M_CLIENT"owner:"CF_STAT.T_M_CLIENT"

},{},{

fieldLabel:"营业部代码",fieldLabel: "Department Code",

itemId:"I_BRANCH_ID",itemId: "I_BRANCH_ID",

owner:"CF_STAT.T_M_CLIENT"owner:"CF_STAT.T_M_CLIENT"

}],}],

(2)出参:(2) Outgoing parameters:

Figure BDA0003453087640000091
Figure BDA0003453087640000091

Figure BDA0003453087640000101
Figure BDA0003453087640000101

(3)数据源:(3) Data source:

bindModule:bindModule:

"m?xwl=Index_management/index_report/D_IDX_admin14990/select","m?xwl=Index_management/index_report/D_IDX_admin14990/select",

iconCls:"seek_icon",iconCls: "seek_icon",

itemId:"seekBtn",itemId: "seekBtn",

text:"查询"。text: "query".

在该路径下生成自定义报表需要调用数据库逻辑,实现数据源的调用。To generate a custom report under this path, you need to call the database logic to realize the call of the data source.

具体数据库逻辑如下:The specific database logic is as follows:

首先,确定业务维度指标数据对应的输入参数和业务维度指标数据对应 的输出参数。First, determine the input parameters corresponding to the business dimension index data and the output parameters corresponding to the business dimension index data.

然后,通过动态结构化查询语言sql对输入参数和输出参数进行拼接,得 到拼接结果,将拼接结果存储于数据库中。Then, the input parameters and output parameters are spliced by the dynamic structured query language sql, and the splicing result is obtained, and the splicing result is stored in the database.

其中,通过事先设置好的维度业务指标逻辑拼接好业务逻辑,通过动态 sql拼接上出参。Among them, the business logic is spliced through the pre-set dimension business indicator logic, and the output parameters are spliced through dynamic sql.

逻辑如下所示:通过后台的事先维护好的维度指标,通过行转列拼接出 业务逻辑,源代码如下:The logic is as follows: through the pre-maintained dimension indicators in the background, the business logic is spliced out through rows and columns. The source code is as follows:

Figure BDA0003453087640000111
Figure BDA0003453087640000111

抽象出来的维度业务逻辑可以重复使用,提高报表开发效率和数据利用 率,维度业务逻辑的具体数据维护在指标表中,该表存储维度业务逻辑的指 标名称、指标字段名、指标计算过程、指标状态、计算公式等。The abstracted dimension business logic can be reused to improve report development efficiency and data utilization. The specific data of the dimension business logic is maintained in the index table, which stores the index name, index field name, index calculation process, and index of the dimension business logic. Status, calculation formula, etc.

整个动态sql作为该自定义报表的数据库存储过程,也就是生成后台的数 据库存储过程。The entire dynamic SQL is used as the database stored procedure of the custom report, that is, the database stored procedure that generates the background.

具体存储过程的逻辑如下:The logic of the specific stored procedure is as follows:

1)拼接后台sql,使用循环操作,将选择的入参字段字段逻辑拼接。1) Splicing the background sql, using the loop operation, logically splicing the selected input parameter fields.

2)将选择的出参字段逻辑拼接。2) Logically splicing the selected output parameter fields.

3)将存储过程查询逻辑拼接。3) Splicing the stored procedure query logic.

4)生成自定义报表的存储过程。4) Generate a stored procedure for custom reports.

具体逻辑如下,根据后台中的逻辑简化后如下:The specific logic is as follows, which is simplified according to the logic in the background as follows:

Figure BDA0003453087640000112
Figure BDA0003453087640000112

Figure BDA0003453087640000121
Figure BDA0003453087640000121

Figure BDA0003453087640000131
Figure BDA0003453087640000131

最后,基于数据库中的拼接结果,确定业务查询请求对应的自定义报表 并展示。Finally, based on the splicing results in the database, the custom report corresponding to the business query request is determined and displayed.

生成自定义报表对应的前端功能。生成的前台功能就是自定义的报表, 可以供业务人员使用查询。Generate front-end functions corresponding to custom reports. The generated front-end function is a customized report, which can be used by business personnel to query.

S203:通过预设展示方式展示自定义报表。S203: Display the custom report through a preset display method.

预设展示方式分为搜索条件和展示字段,因此可以自定义模块添加条件 指标和展示指标。The preset display methods are divided into search conditions and display fields, so you can customize the module to add condition indicators and display indicators.

业务需求中有哪些不同的字段是需要的字段,将这些不同的字段配置、 维护在数据库中,不同的维度指标分散在不同的统计维度下,在不同的维度 下选择生成报表的展示字段(如持仓卖金额)。What are the different fields required by the business requirements? Configure and maintain these different fields in the database. Different dimension indicators are scattered in different statistical dimensions. Select the display fields to generate reports under different dimensions (such as position selling amount).

为了方便理解通过预设展示方式展示自定义报表,这里结合图3和图4, 举例进行说明。In order to facilitate the understanding of displaying the custom report in a preset display manner, an example is described here with reference to FIG. 3 and FIG. 4 .

图3中,预设维度指标数据包括日维度交易所表、产品、标的合约、月 维度客户表、月维度营业部表、月维度客户类表、月维度交易所表、月维度 品种表、日维度客户表、客户信息表、分支机构、日维度营业部表、日维度 品种表、日维度客户品种表和低维度客户类表等。预设维度指标数据均可进 行自定义修改。In Figure 3, the preset dimension indicator data includes daily exchange table, product, underlying contract, monthly customer table, monthly sales department table, monthly customer category table, monthly exchange table, monthly variety table, daily Dimensional customer table, customer information table, branch, daily-dimension sales department table, daily-dimension variety table, daily-dimension customer variety table, and low-dimensional customer category table, etc. The data of the preset dimension indicators can be customized and modified.

例如,在图3中,新增选择一个事先设置好的维度,如日维度客户表, 选择业务日期、营业部、客户号、币种作为搜索条件(维度指标查询数据)。For example, in Figure 3, add a pre-set dimension, such as the daily dimension customer table, and select business date, sales department, customer number, and currency as search criteria (dimension index query data).

在图4中,选择业务日期、营业部、客户号、币种、权利金收入、权利 金支出作为报表展示字段(输出参数)。In Figure 4, select business date, sales department, customer number, currency, royalty income, and royalty payment as report display fields (output parameters).

初始新增的模块默认状态为初始状态,参考图5所示,图5示出了初始 新增的模块的示例图。The default state of the initially added module is the initial state. Referring to Figure 5, Figure 5 shows an example diagram of the initially added module.

图5包括新增、生成功能点、修改展现和条件致病、修改功能记录、删 除、功能号、功能名、数据源脚本、状态、更新日期、更新人和功能途径等 功能。Figure 5 includes functions such as adding, generating function points, modifying presentation and conditional disease, modifying function records, deleting, function number, function name, data source script, status, update date, updater and function path.

在图5中,生成的模块共有2个状态,初始状态和生成功能点,只有初 始状态才能生成报表,“生成功能点”表示已经生成过报表无法再次生成,选择 新增的自定义模块,调用框架自动生成功能的模块生成前台报表功能点,并 将生成的报表功能放在指定目录下。In Figure 5, the generated module has 2 states, the initial state and the generation function point. Only the initial state can generate the report. "Generate function point" means that the report has already been generated and cannot be generated again. Select the new custom module and call The module of the automatic generation function of the framework generates the front-end report function point, and puts the generated report function in the specified directory.

根据登录用户的账号权限,生成的功能只有当前账号可以查询和使用。According to the account permissions of the logged-in user, the generated functions can only be queried and used by the current account.

本申请实施例中,通过预先将与个性化报表相关的维度指标数据配置于 数据库中,通过业务查询请求查询数据库中的维度指标数据,得到业务查询 请求对应的自定义报表,即个性化报表,且无需重新对个性化报表的逻辑代 码进行开发,从而提高获取个性化报表的效率。In the embodiment of the present application, the dimension index data related to the personalized report is pre-configured in the database, and the dimension index data in the database is queried through the business query request, so as to obtain the custom report corresponding to the business query request, that is, the personalized report, And there is no need to re-develop the logic code of the personalized report, thereby improving the efficiency of obtaining the personalized report.

基于上述实施例图2公开的一种自定义报表的处理方法,本申请实施例 还对应公开了一种自定义报表的处理装置,如图6所示,该自定义报表的处 理装置包括确定单元601、拼接单元602和展示单元603。Based on the method for processing a custom report disclosed in FIG. 2 of the above embodiment, the embodiment of the present application also discloses a corresponding device for processing a custom report. As shown in FIG. 6 , the device for processing a custom report includes a determination unit. 601 , splicing unit 602 and display unit 603 .

确定单元601,用于当接收到业务查询请求时,对数据库中预先配置的预 设维度指标数据进行查询,得到业务查询请求对应的业务维度指标数据;业 务维度指标数据用于表征与业务查询请求中的维度指标查询数据对应的预设 维度指标数据。The determining unit 601 is configured to query the preset dimension index data preconfigured in the database when a business query request is received, and obtain business dimension index data corresponding to the business query request; the business dimension index data is used to characterize the business query request. The preset dimension index data corresponding to the dimension index query data in .

拼接单元602,用于通过预设拼接逻辑对业务维度指标数据进行拼接,得 到业务查询请求对应的自定义报表。The splicing unit 602 is used for splicing the service dimension index data through preset splicing logic to obtain a custom report corresponding to the service query request.

展示单元603,用于通过预设展示方式展示自定义报表。The display unit 603 is configured to display the custom report in a preset display manner.

进一步的,确定单元601包括第一获取模块、匹配模块和第二获取模块。Further, the determining unit 601 includes a first obtaining module, a matching module and a second obtaining module.

第一获取模块,用于当接收到业务查询请求时,获取业务查询请求中的 维度指标查询数据。The first obtaining module is configured to obtain the dimension index query data in the service query request when the service query request is received.

匹配模块,用于将维度指标查询数据与数据库中预先配置的预设维度指 标数据进行匹配。The matching module is used to match the dimension index query data with the preset dimension index data pre-configured in the database.

第二获取模块,用于当维度指标查询数据与预设维度指标数据一致时, 得到业务查询请求对应的业务维度指标数据。The second obtaining module is configured to obtain the business dimension index data corresponding to the business query request when the dimension index query data is consistent with the preset dimension index data.

进一步的,拼接单元602包括第一确定模块、存储模块和第二确定模块。Further, the splicing unit 602 includes a first determination module, a storage module and a second determination module.

第一确定模块,用于确定业务维度指标数据对应的输入参数和业务维度 指标数据对应的输出参数。The first determination module is used for determining input parameters corresponding to the business dimension indicator data and output parameters corresponding to the business dimension indicator data.

拼接模块,用于通过动态结构化查询语言sql对输入参数和输出参数进行 拼接,得到拼接结果,并将拼接结果存储于数据库中。The splicing module is used to splicing the input parameters and output parameters through the dynamic structured query language sql to obtain the splicing result, and store the splicing result in the database.

第二确定模块,用于基于数据库中的拼接结果,确定业务查询请求对应 的自定义报表并展示。The second determination module is used to determine and display the custom report corresponding to the business query request based on the splicing result in the database.

进一步的,配置预设维度指标数据的过程的确定单元601包括获取模块、 提取模块和配置模块。Further, the determining unit 601 of the process of configuring the preset dimension index data includes an acquisition module, an extraction module and a configuration module.

获取模块,用于获取各个期货公司的业务需求。The acquisition module is used to acquire the business requirements of each futures company.

提取模块,用于从各个期货公司的业务需求中提取出预设业务指标;预 设业务指标为在不同维度下具有相同业务类型的业务指标。The extraction module is used to extract preset business indicators from the business requirements of each futures company; the preset business indicators are business indicators with the same business type in different dimensions.

配置模块,用于将预设业务指标配置于数据库中,得到预设维度指标数 据。The configuration module is used to configure the preset business indicators in the database to obtain preset dimension indicator data.

进一步的,自定义报表的处理装置还包括操作单元。Further, the processing device for the custom report also includes an operation unit.

操作单元,用于对预设维度指标数据进行自定义修改操作。The operation unit is used to perform custom modification operations on the preset dimension indicator data.

进一步的,自定义报表的处理装置还包括生成单元。Further, the device for processing a custom report also includes a generating unit.

生成自定义报表对应的前端功能。Generate front-end functions corresponding to custom reports.

本申请实施例中,通过预先将与个性化报表相关的维度指标数据配置于 数据库中,通过业务查询请求查询数据库中的维度指标数据,得到业务查询 请求对应的自定义报表,即个性化报表,且无需重新对个性化报表的逻辑代 码进行开发,从而提高获取个性化报表的效率。In the embodiment of the present application, the dimension index data related to the personalized report is pre-configured in the database, and the dimension index data in the database is queried through the business query request, so as to obtain the custom report corresponding to the business query request, that is, the personalized report, And there is no need to re-develop the logic code of the personalized report, thereby improving the efficiency of obtaining the personalized report.

本申请实施例还提供了一种存储介质,存储介质包括存储的指令,其中, 在指令运行时控制存储介质所在的设备执行上述自定义报表的处理方法。An embodiment of the present application further provides a storage medium, where the storage medium includes stored instructions, wherein when the instructions are executed, the device where the storage medium is located is controlled to execute the above-mentioned processing method of the custom report.

本申请实施例还提供了一种电子设备,其结构示意图如图7所示,具体包 括存储器701,以及一个或者一个以上的指令702,其中一个或者一个以上指 令702存储于存储器701中,且经配置以由一个或者一个以上处理器703执行一 个或者一个以上指令702执行上述自定义报表的处理方法。An embodiment of the present application also provides an electronic device, the schematic structural diagram of which is shown in FIG. 7 , and specifically includes a memory 701 and one or more instructions 702 , wherein one or more instructions 702 are stored in the memory 701 and are processed through the memory 701 . It is configured to execute one or more instructions 702 by one or more processors 703 to perform the above-mentioned processing method of the custom report.

对于前述的各方法实施例,为了简单描述,故将其都表述为一系列的动 作组合,但是本领域技术人员应该知悉,本申请并不受所描述的动作顺序的 限制,因为依据本申请,某些步骤可以采用其他顺序或者同时进行。其次, 本领域技术人员也应该知悉,说明书中所描述的实施例均属于优选实施例, 所涉及的动作和模块并不一定是本申请所必须的。For the foregoing method embodiments, for the sake of simple description, they are all expressed as a series of action combinations, but those skilled in the art should know that the present application is not limited by the described action sequence, because according to the present application, Certain steps may be performed in other orders or simultaneously. Secondly, those skilled in the art should also know that the embodiments described in the specification are all preferred embodiments, and the actions and modules involved are not necessarily required by the present application.

需要说明的是,本说明书中的各个实施例均采用递进的方式描述,每个 实施例重点说明的都是与其他实施例的不同之处,各个实施例之间相同相似 的部分互相参见即可。对于系统类实施例而言,由于其与方法实施例基本相 似,所以描述的比较简单,相关之处参见方法实施例的部分说明即可。It should be noted that the various embodiments in this specification are described in a progressive manner, and each embodiment focuses on the differences from other embodiments. For the same and similar parts among the various embodiments, refer to each other Can. For the system-type embodiment, since it is basically similar to the method embodiment, the description is relatively simple, and the relevant part can be referred to the partial description of the method embodiment.

本申请各实施例方法中的步骤可以根据实际需要进行顺序调整、合并和 删减。The steps in the methods of the embodiments of the present application can be adjusted, combined and deleted in sequence according to actual needs.

最后,还需要说明的是,在本文中,诸如第一和第二等之类的关系术语 仅仅用来将一个实体或者操作与另一个实体或操作区分开来,而不一定要求 或者暗示这些实体或操作之间存在任何这种实际的关系或者顺序。Finally, it should also be noted that in this document, relational terms such as first and second are used only to distinguish one entity or operation from another, and do not necessarily require or imply these entities or that there is any such actual relationship or sequence between operations.

对所公开的实施例的上述说明,使本领域技术人员能够实现或使用本申 请。对这些实施例的多种修改对本领域技术人员来说将是显而易见的,本文 中所定义的一般原理可以在不脱离本申请的精神或范围的情况下,在其它实 施例中实现。因此,本申请将不会被限制于本文所示的这些实施例,而是要 符合与本文所公开的原理和新颖特点相一致的最宽的范围。The above description of the disclosed embodiments enables any person skilled in the art to make or use the present application. Various modifications to these embodiments will be readily apparent to those skilled in the art, and the generic principles defined herein may be implemented in other embodiments without departing from the spirit or scope of the present application. Therefore, this application is not intended to be limited to the embodiments shown herein, but is to be accorded the widest scope consistent with the principles and novel features disclosed herein.

以上所述仅是本申请的优选实施方式,应当指出,对于本技术领域的普 通技术人员来说,在不脱离本申请原理的前提下,还可以做出若干改进和润 饰,这些改进和润饰也应视为本申请的保护范围。The above are only the preferred embodiments of the present application. It should be pointed out that for those skilled in the art, without departing from the principles of the present application, several improvements and modifications can also be made. It should be regarded as the protection scope of this application.

Claims (10)

1. A processing method of a self-defined report is characterized by comprising the following steps:
when a service query request is received, querying preset dimension index data configured in advance in a database to obtain service dimension index data corresponding to the service query request; the service dimension index data is used for representing preset dimension index data corresponding to the dimension index query data in the service query request;
splicing the service dimension index data through preset splicing logic to obtain a self-defined report corresponding to the service query request;
and displaying the self-defined report form in a preset display mode.
2. The method according to claim 1, wherein when receiving a service query request, querying preset dimension index data configured in advance in a database to obtain service dimension index data corresponding to the service query request, comprises:
when a service query request is received, acquiring dimension index query data in the service query request;
matching the dimension index query data with preset dimension index data configured in advance in a database;
and when the dimension index query data is consistent with the preset dimension index data, obtaining service dimension index data corresponding to the service query request.
3. The method according to claim 1, wherein the splicing the service dimension index data through a preset splicing logic to obtain a custom report corresponding to the service query request comprises:
determining an input parameter corresponding to the business dimension index data and an output parameter corresponding to the business dimension index data;
splicing the input parameters and the output parameters through a dynamic structured query language sql to obtain a splicing result, and storing the splicing result in a database;
and determining a self-defined report corresponding to the service query request based on the splicing result in the database.
4. The method of claim 1, wherein the step of configuring the preset dimension index data in the database comprises:
acquiring each service requirement; the business requirements are requirements corresponding to business types of all companies;
extracting preset service indexes from the service requirements; the preset service index is a service index with the same service type under different dimensionalities;
and configuring the preset service index in a database to obtain preset dimension index data.
5. The method of claim 1, further comprising:
and carrying out self-defining modification operation on the preset dimension index data.
6. The method of claim 1, further comprising:
and generating a front-end function corresponding to the self-defined report.
7. An apparatus for processing a custom report, the apparatus comprising:
the service query device comprises a determining unit, a searching unit and a processing unit, wherein the determining unit is used for querying preset dimension index data configured in advance in a database when a service query request is received to obtain service dimension index data corresponding to the service query request; the service dimension index data is used for representing preset dimension index data corresponding to the dimension index query data in the service query request;
the splicing unit is used for splicing the service dimension index data through preset splicing logic to obtain a self-defined report corresponding to the service query request;
and the display unit is used for displaying the self-defined report form in a preset display mode.
8. The apparatus of claim 7, wherein the determining unit comprises:
the service query system comprises a first acquisition module, a second acquisition module and a third acquisition module, wherein the first acquisition module is used for acquiring dimension index query data in a service query request when the service query request is received;
the matching module is used for matching the dimension index query data with preset dimension index data which is configured in advance in a database;
and the second acquisition module is used for acquiring service dimension index data corresponding to the service query request when the dimension index query data is consistent with the preset dimension index data.
9. A storage medium, characterized in that the storage medium includes stored instructions, wherein when the instructions are executed, the apparatus on which the storage medium is located is controlled to execute the processing method of the custom report according to any one of claims 1 to 6.
10. An electronic device comprising a memory and one or more instructions, wherein the one or more instructions are stored in the memory and configured to be executed by the one or more processors to perform the method of processing the custom report according to any one of claims 1 to 6.
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