CN114398865A - Performance report generation method, device, storage medium and computer equipment - Google Patents
Performance report generation method, device, storage medium and computer equipment Download PDFInfo
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Abstract
When the performance report is made, a plurality of report items to be selected can be configured according to the requirements of a user, a data source of each report item to be selected and a display mode of each data source are determined, then an initial performance report can be generated according to a template type and a template name selected by the user and a target report item selected by the user from the plurality of report items to be selected, then report data corresponding to the data source in the target report item can be inquired in a system data batch mode, and the initial performance report can be rapidly and accurately filled with the report data according to the display mode of the data source in the target report item without manual operation of the user, so that the target performance report is obtained.
Description
Technical Field
The present application relates to the field of automation configuration technologies, and in particular, to a performance report generation method, apparatus, storage medium, and computer device.
Background
Each organization at the end of each year, at the end of each season and at the end of each month can hold a work summary conference, and each reporting person needs to query system data and sum the data to form data of various dimensions required by the conference and write docks such as DOCs, PDFs and PPTs.
At present, when a performance report is made, the performance report is mainly made in a manual compiling mode by a reporting person, the process consumes manpower, the making efficiency is low, and the error rate of the performance report is improved.
Disclosure of Invention
The purpose of the present application is to solve at least one of the above technical defects, and in particular, in the prior art, when a performance report is made, the performance report is made mainly by manually writing by a reporter, which not only consumes manpower and results in low making efficiency, but also increases the error rate of the performance report.
The application provides a performance report generation method, which comprises the following steps:
configuring a plurality of report items to be selected according to user requirements, and determining a data source of each report item to be selected and a display mode of each data source;
generating an initial performance report based on the template type selected by the user, the template name and a target report item selected by the user from a plurality of report items to be selected;
and inquiring report data corresponding to a data source in the target report item in a system data batch mode, and filling the report data into the initial performance report according to the display mode of the data source in the target report item to obtain a target performance report.
Optionally, the method further comprises:
and displaying the target performance report and providing a performance report downloading channel.
Optionally, configuring a plurality of report items to be selected according to user requirements includes:
and configuring the title names and the title sequences corresponding to the report items to be selected in different application scenes according to the requirements of users.
Optionally, the determining a data source and a data display mode of each report item to be selected includes:
determining the display mode of the data source in each report item to be selected;
and determining the data source of each report item to be selected according to the title name of each report item to be selected and the display mode of the data source.
Optionally, the presentation mode of the data source includes a presentation type of the data source and an edit field of the presentation type;
the determining the data source of each report item to be selected according to the title name of each report item to be selected and the display mode of the data source comprises the following steps:
writing SQL sentences according to the title name of each report item to be selected, the display type of the data source in each report item to be selected and the edit field of the display type to form a corresponding data source.
Optionally, the method further comprises:
creating a temporary data storage table corresponding to each report item to be selected;
and saving the report data corresponding to the data source in each inquired report item to be selected into the temporary data storage table.
Optionally, the method further comprises:
compiling template performance report declaration and summary information;
written template performance report specification and summary information is added to the initial performance report.
The present application also provides a performance report generation apparatus, including:
the data source configuration module is used for configuring a plurality of report items to be selected according to user requirements and determining a data source of each report item to be selected and a display mode of each data source;
the template configuration module is used for generating an initial performance report based on the template type and the template name selected by the user and a target report item selected by the user from a plurality of report items to be selected;
and the performance report generating module is used for inquiring report data corresponding to the data source in the target report item in a system data batch mode, and filling the initial performance report with the report data according to the display mode of the data source in the target report item to obtain a target performance report.
The present application further provides a storage medium having stored therein computer readable instructions which, when executed by one or more processors, cause the one or more processors to perform the steps of the performance report generation method as in any one of the above embodiments.
The present application further provides a computer device, comprising: one or more processors, and a memory;
the memory has stored therein computer readable instructions that, when executed by the one or more processors, perform the steps of the performance report generation method of any of the above embodiments.
According to the technical scheme, the embodiment of the application has the following advantages:
when the performance report is made, a plurality of report items to be selected can be configured according to the requirements of a user, a data source of each report item to be selected and a display mode of each data source are determined, then an initial performance report can be generated according to a template type and a template name selected by the user and a target report item selected by the user from the plurality of report items to be selected, then report data corresponding to the data source in the target report item can be inquired in a system data batch mode, and the initial performance report can be rapidly and accurately filled with the report data according to the display mode of the data source in the target report item without manual operation of the user, so that the target performance report is obtained.
Drawings
In order to more clearly illustrate the embodiments of the present application or the technical solutions in the prior art, the drawings needed to be used in the description of the embodiments or the prior art will be briefly introduced below, and it is obvious that the drawings in the following description are only some embodiments of the present application, and it is obvious for those skilled in the art that other drawings can be obtained according to the drawings without inventive exercise.
Fig. 1 is a schematic flow chart of a performance report generation method provided by an embodiment of the present application;
fig. 2 is a page presentation diagram of a performance report template configuration page provided by an embodiment of the present application;
fig. 3 is a page display diagram of a report item of "your performance wage details" provided in an embodiment of the present application;
fig. 4 is a page display diagram of a "your various performance wage" report item provided in the embodiment of the present application;
FIG. 5 is a page display diagram of a "your product marketing valuation performance" report provided in an embodiment of the present application;
FIG. 6 is a page display diagram of the "average level comparison across all rows" report provided by an embodiment of the present application;
FIG. 7 is a schematic diagram illustrating a page of a report configuration page according to an embodiment of the present application;
FIG. 8 is a page display diagram of a data source display configuration page according to an embodiment of the present disclosure;
FIG. 9 is a page display diagram of an edit chart field provided by an embodiment of the present application;
FIG. 10 is a page display diagram of the declarative description and summary provided by embodiments of the application;
fig. 11 is a schematic structural diagram of a performance report generation apparatus provided in an embodiment of the present application;
fig. 12 is a schematic internal structural diagram of a computer device according to an embodiment of the present application.
Detailed Description
The technical solutions in the embodiments of the present application will be clearly and completely described below with reference to the drawings in the embodiments of the present application, and it is obvious that the described embodiments are only a part of the embodiments of the present application, and not all of the embodiments. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present application.
In one embodiment, as shown in fig. 1, fig. 1 is a schematic flow chart of a performance report generation method provided by an embodiment of the present application; the application provides a performance report generation method, which comprises the following steps:
s110: configuring a plurality of report items to be selected according to user requirements, and determining a data source of each report item to be selected and a display mode of each data source.
In this step, because the report forms of different projects or different periods or different persons are different, the data to be reported are also different, so that the application can configure a plurality of report items to be selected according to the user requirements, and determine the data source of each report item to be selected and the display mode of each data source according to the configured report items.
Specifically, different report items can be configured according to different application scenarios, and a corresponding title, a report item sequence, a display mode and the like are set for each report item, so that a plurality of report items to be selected are formed, and the report items to be selected can be selected by a user when a performance report template is made, so that different performance report templates can be matched.
Then, the data source of each report item to be selected and the display mode of each data source can be determined according to the configured report items. For example, the data required by the report item under the corresponding title may be determined according to the title of the report item, so as to configure the data source of the report item, and in the process, a presentation manner of the data source of the report item is determined, where the presentation manner includes, but is not limited to, a text, a table, a graph, a combined graph, and the like, and is not limited herein. In addition, when the data sources of different report items are displayed, the content displayed in different display modes can be set, such as configuration of field attributes of multiple display charts and tables, and the data in the report items can be displayed better.
It is understood that the report item in the present application refers to the item that needs to be reported and is set in the report template by the user, for example, the item that needs to be reported and can be set in the performance report template by the user includes, but is not limited to, performance wages, business analysis, and the like.
S120: an initial performance report is generated based on the template type selected by the user, the template name, and a target report item selected by the user from a plurality of report items to be selected.
In this step, after the plurality of report items to be selected are configured according to the user requirement and the data source of each report item to be selected and the presentation mode of each data source are determined through S110, the application may further generate an initial performance report according to the template type and the template name selected by the user and the target report item selected by the user from the plurality of report items to be selected.
Specifically, after configuring a plurality of report items to be selected, one or more report items can be selected from the plurality of report items to be selected as target report items, and the target report items can be used as report items in an initial performance report.
Schematically, as shown in fig. 2, fig. 2 is a page display diagram of a performance report template configuration page provided by an embodiment of the present application; in fig. 2, the template types that can be selected during the configuration process of the initial performance report include a personal performance report and an organization performance report, and the user can select the corresponding template types according to the needs of the user; the template name can be determined according to the template type, if the user selects the personal performance report, the template name is the personal performance report, and the user can fill the template name according to the self requirement without limitation; after the user selects the personal performance report, a required report item can be selected under the report item of the personal performance report, for example, the user can check "your performance wage details" under "performance wage", and select "your performance wage", various types of your performance wage ", and" performance wage details in the month "and the like in the" your performance wage details ", and the selection is performed in an optional manner, which is not limited herein.
In addition, as shown in fig. 2, the application may also select a member category in the initial performance report, where the member category may include head of the head, branch of the head, a client manager, and the like, and the user may select the member category according to his/her own needs, which is not limited herein; further, when configuring the initial performance report, a declaration description, a summary, and the like may also be filled in.
S130: and inquiring report data corresponding to the data source in the target report item in a system data batch mode, and filling the report data into the initial performance report according to the display mode of the data source in the target report item to obtain the target performance report.
In this step, after the initial performance report is generated through S120, the application may query report data corresponding to the data source in the target report item in a system data batch manner, and fill the initial performance report with the report data according to the display manner of the data source in the target report item, so as to obtain a final target performance report.
For example, the application may add a performance reporting program to the system overall schedule through a system scheduling function, for example, add a performance reporting program with a preset performance reporting program name of [ SP _ PASCALC _ JXBG _ INIT ] to the system overall schedule, and set a period of data batch, for example, data batch is performed every day, so as to query report data corresponding to a data source in a target report item, and fill the report data into an initial performance report in a manner of showing the data source in the target report item, thereby forming a target performance report.
In the above embodiment, when a performance report is made, a plurality of report items to be selected may be configured according to a user requirement, a data source of each report item to be selected and a presentation manner of each data source may be determined, then an initial performance report may be generated according to a template type and a template name selected by a user, and a target report item selected by the user from the plurality of report items to be selected, report data corresponding to the data source in the target report item may be queried in a batch manner through system data, and the initial performance report may be quickly and accurately filled with the report data according to the presentation manner of the data source in the target report item without a manual operation by the user, so as to obtain the target performance report.
In one embodiment, as shown in fig. 3, 4, 5 and 6, fig. 3 is a page display diagram of a "your performance wage details" report item provided in the embodiment of the present application, fig. 4 is a page display diagram of a "your various types of performance wage" report item provided in the embodiment of the present application, fig. 5 is a page display diagram of a "your product marketing pricing performance" report item provided in the embodiment of the present application, and fig. 6 is a page display diagram of a "full-line average level comparison" report item provided in the embodiment of the present application; the method may further comprise: and displaying the target performance report and providing a performance report downloading channel.
In this embodiment, after the target performance report is generated, the target performance report may be displayed, and a performance report downloading channel is provided, so that the user can download the target performance report.
For example, in fig. 3, the presentation content for the report item "your performance wage details" in the target performance report may be in the form of a textual description, such as the total performance wage corresponding to the reporter of the target performance report, and the ranking of the total performance wage within the bank.
In fig. 4, the display content of the report item "your various types of performance wages" in the target performance report may be in a display form of a chart and a text description, for example, the performance wages of two dimensions, namely, the individual product marketing valuation performance and the organization performance wages, corresponding to the reporter of the target performance report, are displayed in a form of a bar graph, and the proportion of the performance wages of each dimension in the total performance wages may also be displayed.
In fig. 5, the display content of the report item "your product marketing valuation performance" in the target performance report may be displayed by a pie chart, so that the performance of each dimension in the product marketing valuation performance of the reporter is visually displayed.
In fig. 6, the display content of the report item "average level comparison in all rows" in the target performance report may also be displayed in the form of a bar graph, and in fig. 6, various performance wages of the reporting staff are divided into two dimensions, namely, the marketing performance of the personal product and the performance wage of the organization, and are compared with the average level in all rows respectively, so that the content that the user wants to display can be displayed more clearly in the performance report.
In an embodiment, as shown in fig. 7, fig. 7 is a schematic page illustration diagram of a report item configuration page provided by an embodiment of the present application; in S110, configuring a plurality of report items to be selected according to user requirements may include: and configuring the title names and the title sequences corresponding to the report items to be selected in different application scenes according to the requirements of users.
In this embodiment, when configuring the report item, the title name and the title sequence corresponding to the report item to be selected in different scenarios may be configured according to the user requirement.
Specifically, the application scenario in the application may include a personal performance report and a mechanism performance report, and when configuring a report item to be selected in the personal performance report, a corresponding title name and a corresponding title order may be selected for the report item.
As shown in fig. 7, the report items under the personal performance report may include report items corresponding to primary headings such as "performance wage" and "business analysis", and the report item of "performance wage" may further include report items corresponding to secondary headings such as "your performance wage details", "your performance wage trend", and the report items corresponding to tertiary headings may also be included under the secondary headings, and the report items corresponding to tertiary headings such as "your performance wage details" may include report items corresponding to tertiary headings such as "your performance wage", "your various types of performance wages", "your product marketing performance", and the like, and may be set according to user needs. If there are a plurality of report items under different titles, the title sequence corresponding to the report items under different titles may be set, for example, the title sequence of the third-level title "your performance wage" under the report item of the second-level title, which is "your performance wage details", may be set to 1, so that after the second-level title is expanded, the third-level title of "your performance wage" may be displayed at the first place.
In an embodiment, as shown in fig. 8, fig. 8 is a page display diagram of a data source display mode configuration page provided in the embodiment of the present application; determining the data source and the data display mode of each report item to be selected in S110 may include:
s111: and determining the display mode of the data source in each report item to be selected.
S112: and determining the data source of each report item to be selected according to the title name of each report item to be selected and the display mode of the data source.
In this embodiment, when determining the data source of each report item to be selected, the display mode of the data source in each report item to be selected may be determined first, and then the corresponding data source may be selected according to the title name of each report item to be selected. As shown in fig. 7, when the title is "your product marketing valuation performance", the user can determine the data source of the content according to the content required to be presented when setting the report item "your product marketing valuation performance", such as a data table named "personal product marketing valuation performance" stored in the database.
In addition, as shown in fig. 8, the user may set a presentation manner of the data in the report item according to the user's own needs, where the presentation manner includes, but is not limited to, a text, a table, a chart, a combination graph, and the like, where the chart type may include a pie chart, a bar chart, a trend chart, and the like, and the combination graph may include a table + chart, a chart + text description, a table + text description, and the like.
In one embodiment, as shown in fig. 9, fig. 9 is a page display diagram of an edit chart field provided by an embodiment of the present application; the presentation mode of the data source may include a presentation type of the data source and an edit field of the presentation type.
In S112, determining the data source of each report item to be selected according to the title name of each report item to be selected and the display mode of the data source, may include:
writing SQL sentences according to the title name of each report item to be selected, the display type of the data source in each report item to be selected and the edit field of the display type to form a corresponding data source.
In this embodiment, as shown in fig. 9, fig. 9 illustrates fields to be edited when a report item with the title "your product marketing valuation performance" is selected as a data presentation manner, where the fields may include "TJRQ", "khdxddh", and the like, and each field has its corresponding chinese description, and the field is used for writing an SQL statement.
Further, as shown in fig. 7, when determining the data source of each report item to be selected, the data source may be implemented by writing an SQL statement. For example, the present application may determine a source of data in a report item according to a title name of each report item to be selected, then determine a presentation type of the data source and an edit field corresponding to the presentation type according to a presentation manner of the data source, and write an SQL statement using the edit field as a variable parameter, such as a variable parameter "$ tjrq $" in fig. 7, which may refer to a statistical date when the current data source is presented. Certainly, when the SQL statement is written, all related variable parameters can be written in the SQL statement, and then when the edit field is set, the Chinese description corresponding to one or more variable parameters can be selected to construct the data source.
In one embodiment, the method may further comprise:
s140: a temporary data storage table corresponding to each report item to be selected is created.
S141: and saving the report data corresponding to the data source in each inquired report item to be selected into the temporary data storage table.
In this embodiment, in the process of generating the performance report, the application may further create a temporary data storage table corresponding to each report item to be selected, and the temporary data storage table may store the queried report data corresponding to the data source in each report item to be selected, so that when the overall report is queried and displayed, only the data in the temporary data storage table needs to be queried, the data of each report item may be rapidly displayed, and thus, the generation efficiency of the performance report is effectively improved.
In one embodiment, as shown in FIG. 10, FIG. 10 is a page display diagram of the declarative descriptions and summaries provided by embodiments of the application; the method may further comprise:
s150: template performance report declaration and summary information is compiled.
S151: written template performance report specification and summary information is added to the initial performance report.
In this embodiment, before the initial performance report is generated, template performance report declaration and summary information may be written in the initial performance report according to a user requirement, so that after a target performance report is generated, corresponding declaration description and summary may appear in the target performance report.
Illustratively, as shown in fig. 10, a declarative description and overview section in the target performance report is shown in fig. 10, and the contents shown in the declarative description and overview section can be further hidden through a "hiding" option, so that the declarative description and overview are hidden when the user does not need to hide the content, thereby improving the flexibility of the performance report.
The following describes a performance report generation device provided in an embodiment of the present application, and the performance report generation device described below and the performance report generation method described above may be referred to in correspondence with each other.
In one embodiment, as shown in fig. 11, fig. 11 is a schematic structural diagram of a performance report generation apparatus provided in an embodiment of the present application; the application also provides a performance report generating device, which comprises a data source configuration module 210, a template configuration module 220, and a performance report generating module 230, and specifically comprises the following components:
the data source configuration module 210 is configured to configure a plurality of report items to be selected according to user requirements, and determine a data source of each report item to be selected and a presentation manner of each data source.
A template configuration module 220 for generating an initial performance report based on the template type selected by the user, the template name, and a target report item selected by the user from the plurality of report items to be selected.
The performance report generating module 230 is configured to query report data corresponding to a data source in the target report item in a system data batching manner, and fill the initial performance report with the report data according to a display manner of the data source in the target report item to obtain a target performance report.
In the above embodiment, when a performance report is made, a plurality of report items to be selected may be configured according to a user requirement, a data source of each report item to be selected and a presentation manner of each data source may be determined, then an initial performance report may be generated according to a template type and a template name selected by a user, and a target report item selected by the user from the plurality of report items to be selected, report data corresponding to the data source in the target report item may be queried in a batch manner through system data, and the initial performance report may be quickly and accurately filled with the report data according to the presentation manner of the data source in the target report item without a manual operation by the user, so as to obtain the target performance report.
In one embodiment, the present application further provides a storage medium having stored therein computer-readable instructions that, when executed by one or more processors, cause the one or more processors to perform the steps of the performance report generation method as in any one of the above embodiments.
In one embodiment, the present application further provides a computer device comprising: one or more processors, and a memory.
The memory has stored therein computer readable instructions that, when executed by the one or more processors, perform the steps of the performance report generation method of any of the above embodiments.
Fig. 12 is a schematic diagram illustrating an internal structure of a computer device according to an embodiment of the present disclosure, and the computer device 300 may be provided as a server, as shown in fig. 12. Referring to fig. 12, computer device 300 includes a processing component 302 that further includes one or more processors, and memory resources, represented by memory 301, for storing instructions, such as application programs, that are executable by processing component 302. The application programs stored in memory 301 may include one or more modules that each correspond to a set of instructions. Further, the processing component 302 is configured to execute instructions to perform the performance report generation method of any of the embodiments described above.
The computer device 300 may also include a power component 303 configured to perform power management of the computer device 300, a wired or wireless network interface 304 configured to connect the computer device 300 to a network, and an input output (I/O) interface 305. The computer device 300 may operate based on an operating system stored in memory 301, such as Windows Server, Mac OS XTM, Unix, Linux, Free BSDTM, or the like.
Those skilled in the art will appreciate that the architecture shown in fig. 12 is merely a block diagram of some of the structures associated with the disclosed aspects and is not intended to limit the computing devices to which the disclosed aspects apply, as particular computing devices may include more or less components than those shown, or may combine certain components, or have a different arrangement of components.
Finally, it should also be noted that, herein, relational terms such as first and second, and the like may be used solely to distinguish one entity or action from another entity or action without necessarily requiring or implying any actual such relationship or order between such entities or actions. Also, the terms "comprises," "comprising," or any other variation thereof, are intended to cover a non-exclusive inclusion, such that a process, method, article, or apparatus that comprises a list of elements does not include only those elements but may include other elements not expressly listed or inherent to such process, method, article, or apparatus. Without further limitation, an element defined by the phrase "comprising an … …" does not exclude the presence of other identical elements in a process, method, article, or apparatus that comprises the element.
The embodiments in the present description are described in a progressive manner, each embodiment focuses on differences from other embodiments, the embodiments may be combined as needed, and the same and similar parts may be referred to each other.
The previous description of the disclosed embodiments is provided to enable 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 applied to other embodiments without departing from the spirit or scope of the application. Thus, the present 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.
Claims (10)
1. A performance report generation method, the method comprising:
configuring a plurality of report items to be selected according to user requirements, and determining a data source of each report item to be selected and a display mode of each data source;
generating an initial performance report based on the template type selected by the user, the template name and a target report item selected by the user from a plurality of report items to be selected;
and inquiring report data corresponding to a data source in the target report item in a system data batch mode, and filling the report data into the initial performance report according to the display mode of the data source in the target report item to obtain a target performance report.
2. The method of claim 1, further comprising:
and displaying the target performance report and providing a performance report downloading channel.
3. The method of claim 1, wherein configuring the plurality of report items to be selected according to user requirements comprises:
and configuring the title names and the title sequences corresponding to the report items to be selected in different application scenes according to the requirements of users.
4. The method of claim 1, wherein determining the data source and data presentation for each report item to be selected comprises:
determining the display mode of the data source in each report item to be selected;
and determining the data source of each report item to be selected according to the title name of each report item to be selected and the display mode of the data source.
5. The method of claim 4, wherein the presentation manner of the data source comprises a presentation type of the data source and an edit field of the presentation type;
the determining the data source of each report item to be selected according to the title name of each report item to be selected and the display mode of the data source comprises the following steps:
writing SQL sentences according to the title name of each report item to be selected, the display type of the data source in each report item to be selected and the edit field of the display type to form a corresponding data source.
6. The method of claim 1, further comprising:
creating a temporary data storage table corresponding to each report item to be selected;
and saving the report data corresponding to the data source in each inquired report item to be selected into the temporary data storage table.
7. The method of claim 1, further comprising:
compiling template performance report declaration and summary information;
written template performance report specification and summary information is added to the initial performance report.
8. A performance report generation device, comprising:
the data source configuration module is used for configuring a plurality of report items to be selected according to user requirements and determining a data source of each report item to be selected and a display mode of each data source;
the template configuration module is used for generating an initial performance report based on the template type and the template name selected by the user and a target report item selected by the user from a plurality of report items to be selected;
and the performance report generating module is used for inquiring report data corresponding to the data source in the target report item in a system data batch mode, and filling the initial performance report with the report data according to the display mode of the data source in the target report item to obtain a target performance report.
9. A storage medium, characterized by: the storage medium having stored therein computer-readable instructions that, when executed by one or more processors, cause the one or more processors to perform the steps of the performance report generating method of any of claims 1-7.
10. A computer device, comprising: one or more processors, and a memory;
the memory has stored therein computer readable instructions which, when executed by the one or more processors, perform the steps of the performance report generation method of any of claims 1-7.
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