CN115586888A - Data management method and system for configured budget - Google Patents
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Abstract
The invention provides a data management method and a data management system for budget allocation, wherein the method comprises the following steps: configuring budget dimensions and storing the budget dimensions in a relational database; the configured content includes the name of the budget dimension; responding to the template construction operation of a user, and constructing a budget template according to the budget dimensions stored in the relational database; the template information of the budget template comprises a template name, a budget type, a budget period and options corresponding to the budget dimension; responding to the template selection operation of the user, calling the template information corresponding to the budget template selected by the user to transmit to a front-end interface, and visualizing the template information corresponding to the budget template selected by the user. Compared with the prior art, the budget dimension is configured, and the budget template is constructed based on the budget dimension configured in the relational database, so that compared with the prior art, the operation is simple, and a large amount of workload is saved; the new different types of budgets are increased and realized by constructing different templates, so that the method has higher expansibility.
Description
Technical Field
The present invention relates to the field of budget management data processing, and in particular, to a data management method and system for configuring a budget.
Background
With the development of various emerging industries, different enterprises gradually have diversified demands for budget management due to new business models and operation requirements. For example, there may be large differences in the dimensions involved in the budget, the objects used, or the span of statistical time.
At present, the prior art mainly adopts a customized development strategy aiming at different requirements. This in turn results in the configuration of budget data requiring extensive code development with significant labor costs. Moreover, if a new budget requirement appears in the same or similar enterprise along with the development of the industry or policy, the customized budget configuration technology has higher difficulty in performing corresponding fast iteration on budget management data along with the new emerging requirement, and has high iteration cost and low expansibility.
Disclosure of Invention
The invention provides a data management method and a data management system for budget configuration, which solve the technical problem of how to improve expansibility by configuring budget dimensions and constructing a budget template.
In order to solve the foregoing technical problem, an embodiment of the present invention provides a data management method for configuring a budget, including:
configuring budget dimensionality and storing the budget dimensionality to a relational database; wherein the configured content includes a name of the budget dimension;
responding to the template construction operation of a user, and constructing a budget template according to the budget dimensions stored in the relational database; the template information of the budget template comprises a template name, a budget type, a budget period and options corresponding to the budget dimension;
responding to the template selection operation of the user, calling the template information corresponding to the budget template selected by the user to transmit to a front-end interface, and visualizing the template information corresponding to the budget template selected by the user.
Preferably, the configured content further comprises a data source table, a data name display column, a data unique main key column, a data query interface and a necessity option.
As a preferred scheme, the visualizing the template information corresponding to the budget template selected by the user specifically includes:
analyzing a protocol corresponding to the budget template selected by the user, and determining a rendering style;
and dynamically rendering a front-end interface according to the rendering style so as to realize visualization of the template information corresponding to the budget template selected by the user.
Preferably, the data management method further includes: and responding to the filling operation of the user, and updating the budget information corresponding to the template selected by the user according to the data filled by the user.
Preferably, the template information is a configurable item.
Correspondingly, the invention also provides a data management system for budget allocation, which comprises an allocation module, a template construction module and a visualization module; wherein, the first and the second end of the pipe are connected with each other,
the configuration module is used for configuring budget dimensions and storing the budget dimensions in the relational database; wherein the configured content comprises a name of the budget dimension;
the template building module is used for responding to the template building operation of a user and building a budget template according to the budget dimension stored in the relational database; the template information of the budget template comprises a template name, a budget type, a budget period and options corresponding to the budget dimension;
and the visualization module is used for responding to template selection operation of a user, calling template information corresponding to the budget template selected by the user to transmit to a front-end interface, and visualizing the template information corresponding to the budget template selected by the user.
Preferably, the configured content further comprises a data source table, a data name display column, a data unique main key column, a data query interface and a necessity option.
As a preferred scheme, the visualizing module visualizes the template information corresponding to the budget template selected by the user, specifically:
the visualization module analyzes a protocol corresponding to the budget template selected by the user and determines a rendering style;
and dynamically rendering a front-end interface according to the rendering style so as to realize visualization of the template information corresponding to the budget template selected by the user.
As a preferred scheme, the data management system further includes a filling module, where the filling module is configured to respond to a filling operation of a user, and update budget information corresponding to a template selected by the user according to data filled by the user.
Preferably, the template information is a configurable item.
Compared with the prior art, the embodiment of the invention has the following beneficial effects:
the embodiment of the invention provides a data management method and a system for allocated budgets, wherein the method comprises the following steps: configuring budget dimensions and storing the budget dimensions in a relational database; wherein the configured content comprises a name of the budget dimension; responding to the template construction operation of a user, and constructing a budget template according to the budget dimension stored in the relational database; the template information of the budget template comprises a template name, a budget type, a budget period and options corresponding to the budget dimension; responding to the template selection operation of the user, calling the template information corresponding to the budget template selected by the user to transmit to a front-end interface, and visualizing the template information corresponding to the budget template selected by the user. Compared with the prior art, the budget dimension is configured, the budget template is constructed based on the budget dimension configured in the relational database, the operation is simple and a large amount of workload is saved compared with a budget management method developed through customization; and the new different types of budgets are increased by constructing different templates, so that the method has higher expansibility compared with the prior art.
Drawings
FIG. 1: the present invention provides a flow chart of an embodiment of a data management method for configuring budget.
FIG. 2 is a schematic diagram: the invention provides a schematic diagram of the dimension of the configuration budget.
FIG. 3: the invention provides a schematic diagram for constructing a budget template.
FIG. 4: the invention provides a schematic structural diagram of an embodiment of a data management system for configuring budgets.
Detailed Description
The technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention, and it is obvious that the described embodiments are only a part of the embodiments of the present invention, and not all of the embodiments. All other embodiments, which can be obtained by a person skilled in the art without inventive step based on the embodiments of the present invention, are within the scope of protection of the present invention.
The first embodiment is as follows:
referring to fig. 1, fig. 1 is a data management method for budget allocation according to an embodiment of the present invention, including steps S1 to S3,
s1, configuring budget dimensions and storing the budget dimensions in a relational database; wherein the configured content includes the name of the budget dimension.
In this embodiment, the configuration content includes, but is not limited to, the name of the budget dimension, the data source table, the data name display column, the data unique primary key column, the data query interface, and whether options are necessary.
It should be noted that the configuration of the budget dimension specifically refers to the display dimension information of the budget. Specifically, referring to fig. 2, the budget dimension may further include an associated entity table (the data source table), an entity table ID field (the data unique primary key column), an entity table name field, a dimension value query interface (the data query interface), a dimension value query field, and the like.
In this embodiment, the data source table may look up the name of the table in the relational database; the data name display column is mainly used for displaying dimension data; the data query interface is used as an interface of a dimension data source when a budget is newly added; whether the option is necessary or not is mainly to confirm whether the budget dimension needs default selection (if the budget dimension needs default selection, reconfiguration is not needed) when the budget template is newly added.
And storing the configured budget dimension into a relational database so as to facilitate the step S2 to call the configured budget dimension.
S2, responding to template construction operation of a user, and constructing a budget template according to the budget dimensions stored in the relational database; the template information of the budget template comprises a template name, a budget type, a budget period and options corresponding to the budget dimension.
In this embodiment, an operation instruction of a user is obtained, and a template building operation of the user is responded. At this time, a budget template is constructed according to the configured budget dimension, and referring to fig. 3, the template information includes, but is not limited to, a template name, a budget type, a budget period, a budget object, a visible range, and options corresponding to the budget dimension. The template information is all configurable items, and the user can customize the template information according to the requirement through a front-end interface.
As an example of this embodiment, the budget period refers to a time range of budget, and may include fields such as annual budget, quarterly budget, or monthly budget. When the demands such as export and the like exist, the budgets are classified according to the time range and the span, so that the corresponding budgets needing to be queried can be conveniently and quickly queried.
Further, the budget use object may be used, for example, by an organization or by a dealer. Options for the budget dimension may include a cost subject dimension, a brand dimension, and an item dimension, among others. By modularly configuring the template, a user can select the modules (namely template information) by himself, and the template is built by himself according to requirements, so that budget management efficiency is improved.
And S3, responding to the template selection operation of the user, calling the template information corresponding to the budget template selected by the user to transmit to a front-end interface, and visualizing the template information corresponding to the budget template selected by the user.
In this embodiment, in actual use, the user first selects a desired configured template. At the moment, responding to the template selection operation of the user, calling template information corresponding to the budget template selected by the user to transmit to a front-end interface, analyzing a protocol corresponding to the budget template selected by the user, and determining a rendering style; and dynamically rendering a front-end interface according to the rendering style so as to realize visualization of the template information corresponding to the budget template selected by the user.
Generally, there is a specified field in the protocol, and at this time, the rendering style is determined according to the value corresponding to the field. After parsing the template protocol, the dynamic sql may be assembled, querying the corresponding budget data in the template.
As a preferred implementation of this embodiment, the data management method further includes: and responding to the filling operation of the user, and updating the budget information corresponding to the template selected by the user according to the data filled by the user.
After a user constructs a plurality of templates, the user selects the required template to create the corresponding budget. At this time, it is necessary to fill in the corresponding budget information according to the template, such as but not limited to marketing organization, expense subject dimension (specifically, display expense, discount expense, or the like), year, month, and corresponding expense of budget, etc. And after the user is filled, updating budget information corresponding to the template selected by the user according to the data filled by the user, and dynamically rendering.
Correspondingly, referring to fig. 4, the invention further provides a data management system for budget configuration, which includes a configuration module 101, a template building module 102 and a visualization module 103; wherein the content of the first and second substances,
the configuration module 101 is configured to configure a budget dimension and store the budget dimension in a relational database; wherein the configured content comprises a name of the budget dimension;
the template building module 102 is configured to respond to a template building operation of a user and build a budget template according to the budget dimensions stored in the relational database; the template information of the budget template comprises a template name, a budget type, a budget period and options corresponding to the budget dimension;
the visualization module 103 is configured to respond to a template selection operation of a user, invoke template information corresponding to a budget template selected by the user to transmit to a front-end interface, and visualize template information corresponding to the budget template selected by the user.
As a further preferred embodiment, the content of the configuration further comprises a data source table, a data name display column, a data unique main key column, a data query interface and a necessity option.
As a further preferred embodiment, the visualizing module 103 visualizes the template information corresponding to the budget template selected by the user, specifically:
the visualization module 103 analyzes a protocol corresponding to the budget template selected by the user and determines a rendering style;
and dynamically rendering a front-end interface according to the rendering style so as to realize visualization of template information corresponding to the budget template selected by the user.
As a further preferred embodiment, the data management system further includes a filling module (not shown), where the filling module (not shown) is configured to respond to a filling operation of a user, and update budget information corresponding to a template selected by the user according to data filled by the user.
As a further preferred embodiment, the template information is a configurable item.
Compared with the prior art, the embodiment of the invention has the following beneficial effects:
the embodiment of the invention provides a data management method and a system for allocated budgets, wherein the method comprises the following steps: configuring budget dimensions and storing the budget dimensions in a relational database; wherein the configured content comprises a name of the budget dimension; responding to the template construction operation of a user, and constructing a budget template according to the budget dimension stored in the relational database; the template information of the budget template comprises a template name, a budget type, a budget period and options corresponding to the budget dimension; responding to the template selection operation of the user, calling the template information corresponding to the budget template selected by the user to transmit to a front-end interface, and visualizing the template information corresponding to the budget template selected by the user. Compared with the prior art, the budget dimension is configured, the budget template is constructed based on the budget dimension configured in the relational database, the operation is simple and a large amount of workload is saved compared with a budget management method developed through customization; and the new different types of budgets are increased by constructing different templates, so that the method has higher expansibility compared with the prior art.
The above-mentioned embodiments are provided to further explain the objects, technical solutions and advantages of the present invention in detail, and it should be understood that the above-mentioned embodiments are only examples of the present invention and are not intended to limit the scope of the present invention. It should be understood that various changes, substitutions and alterations can be made herein without departing from the spirit and scope of the invention as defined by the appended claims.
Claims (10)
1. A data management method for configuring a budget, comprising:
configuring budget dimensions and storing the budget dimensions in a relational database; wherein the configured content includes a name of the budget dimension;
responding to the template construction operation of a user, and constructing a budget template according to the budget dimension stored in the relational database; the template information of the budget template comprises a template name, a budget type, a budget period and options corresponding to the budget dimension;
responding to the template selection operation of the user, calling the template information corresponding to the budget template selected by the user to transmit to a front-end interface, and visualizing the template information corresponding to the budget template selected by the user.
2. The method for data management of configured budget of claim 1, wherein the configured content further comprises a data source table, a data name display column, a data unique primary key column, a data query interface and a necessity option.
3. The data management method for configuring budget according to claim 1, wherein the visualizing template information corresponding to the budget template selected by the user specifically includes:
analyzing a protocol corresponding to the budget template selected by the user and determining a rendering style;
and dynamically rendering a front-end interface according to the rendering style so as to realize visualization of template information corresponding to the budget template selected by the user.
4. The data management method for configuring budgets of claim 3, wherein the data management method further comprises: and responding to the filling operation of the user, and updating the budget information corresponding to the template selected by the user according to the data filled by the user.
5. The method for data management of configured budget according to any one of claims 1 to 4, wherein the template information is configurable.
6. A data management system for configuring budget is characterized by comprising a configuration module, a template construction module and a visualization module; wherein the content of the first and second substances,
the configuration module is used for configuring budget dimensions and storing the budget dimensions in the relational database; wherein the configured content comprises a name of the budget dimension;
the template building module is used for responding to the template building operation of a user and building a budget template according to the budget dimension stored in the relational database; the template information of the budget template comprises a template name, a budget type, a budget period and options corresponding to the budget dimension;
and the visualization module is used for responding to template selection operation of a user, calling template information corresponding to the budget template selected by the user to transmit to a front-end interface, and visualizing the template information corresponding to the budget template selected by the user.
7. The budget-configured data management system according to claim 6, wherein the configured content further comprises a data source table, a data name display column, a data unique primary key column, a data query interface and a necessity option.
8. The data management system for budget configuration according to claim 6, wherein the visualization module visualizes template information corresponding to the budget template selected by the user, specifically:
the visualization module analyzes a protocol corresponding to the budget template selected by the user and determines a rendering style;
and dynamically rendering a front-end interface according to the rendering style so as to realize visualization of the template information corresponding to the budget template selected by the user.
9. The data management system for budget allocation according to claim 8, wherein the data management system further includes a fill-in module, and the fill-in module is configured to respond to a fill-in operation of a user, and update budget information corresponding to the template selected by the user according to data filled in by the user.
10. The budget-allocated data management system according to any one of claims 6 to 9, wherein the template information is a configurable item.
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