CN115586888B - Data management method and system for configuring budget - Google Patents
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Abstract
The invention provides a data management method and a system for configuring a budget, wherein the method comprises the following steps: configuring budget dimension and storing the budget dimension 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 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 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, 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 configured budget dimension in the relational database, so that compared with the prior art, the method is simple in operation, and a large amount of workload is saved; the method supports the realization of newly increasing budgets of different types by constructing different templates, and 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 develop diversified demands for budget management due to novel business models and operation requirements. For example, there may be large differences in the dimensions involved in the budget, in the objects used, or in the span of statistical time.
At present, the prior art mainly adopts customized development strategies aiming at different requirements. This in turn entails a large amount of code development for the configuration of the budget data, with a large human cost. Moreover, if the enterprises of the same type or class have new budget demands along with development of industries or policies, the customized budget configuration technology has higher difficulty in carrying out corresponding quick iteration on the budget management data along with the new demands, and has high iteration cost and lower expansibility.
Disclosure of Invention
The invention provides a data management method and a system for configuring budget, which solve the technical problem of how to improve expansibility by configuring the dimension of the budget and constructing a budget template.
In order to solve the above technical problems, an embodiment of the present invention provides a data management method for configuring a budget, including:
Configuring budget dimension and storing the budget dimension in a relational database; the configuration content comprises a name of a budget dimension, a data source table, a data name display column, a data unique main key column, a data query interface and a selection option;
Responding to a 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; the data source table is used for inquiring the names of the tables in the relational database; the data name display column is used for displaying dimension data; the data query interface is used as an interface of a dimension data source when budget is newly increased; the selection-selection option is used for confirming whether the corresponding budget dimension needs default selection or not when the budget template is newly added;
And 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, and visualizing the template information corresponding to the budget template selected by the user.
As a preferred solution, 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 through a value of a field designated in the protocol;
And dynamically rendering a front-end interface according to the rendering style to realize visualization of 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 configuring the budget, which comprises a configuration module, a template construction module and a visualization module; wherein,
The configuration module is used for configuring the budget dimension and storing the budget dimension into the relational database; the configuration content comprises a name of a budget dimension, a data source table, a data name display column, a data unique main key column, a data query interface and a selection option; the data source table is used for inquiring the names of the tables in the relational database; the data name display column is used for displaying dimension data; the data query interface is used as an interface of a dimension data source when budget is newly increased; the selection-selection option is used for confirming whether the corresponding budget dimension needs default selection or not when the budget template is newly added;
The template construction module is used for 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;
And the visualization module is used for 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 the front-end interface, and visualizing the template information corresponding to the budget template selected by the user.
As a preferred solution, 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 through a value of a field designated in the protocol;
And dynamically rendering a front-end interface according to the rendering style to realize visualization of template information corresponding to the budget template selected by the user.
Preferably, the data management system further includes a filling module, wherein the filling module is used for responding to a filling operation of a user, and updating budget information corresponding to the 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 configuring a budget, wherein the method comprises the following steps: configuring budget dimension and storing the budget dimension in a relational database; wherein the configured content includes a name of a budget dimension; responding to a 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; and 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, 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 configured budget dimension in the relational database, and compared with a budget management method developed through customization, the budget management method is simple in operation, and a large amount of workload is saved; the method supports the realization of newly increasing budgets of different types by constructing different templates, and has higher expansibility compared with the prior art.
Drawings
Fig. 1: a flow diagram of one embodiment of a method for data management for configuring a budget is provided.
Fig. 2: schematic diagrams of configuration budget dimensions provided for the present invention.
Fig. 3: schematic diagram of constructing budget templates provided by the invention.
Fig. 4: a schematic diagram of one embodiment of a data management system for configuring a budget is provided.
Detailed Description
The following description of the embodiments of the present invention will be made clearly and completely with reference to the accompanying drawings, in which it is apparent that the embodiments described are only some embodiments of the present invention, but not all embodiments. All other embodiments, which can be made by those skilled in the art based on the embodiments of the invention without making any inventive effort, are intended to be within the scope of the invention.
Embodiment one:
Referring to fig. 1, fig. 1 is a data management method for configuring a budget according to an embodiment of the present invention, including steps S1 to S3, wherein,
Step S1, configuring budget dimension and storing the budget dimension in a relational database; wherein the configured content includes a name of the budget dimension.
In this embodiment, the content of the configuration 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 presentation dimension information of the budget. Referring specifically 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 query the relational database for the names of the tables; 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 budget is newly increased; for the optional choice, it is mainly determined whether the budget dimension needs default selection when the budget template is newly added (if the default selection is the default selection, reconfiguration is not needed).
Storing the configured budget dimension into a relational database so as to facilitate the step S2 of calling the configured budget dimension.
Step S2, responding to the operation of constructing a template by 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.
In this embodiment, an operation instruction of a user is acquired, and a template construction operation is responded to the user. 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 a configurable item, and a user can customize the template information according to the needs through a front-end interface.
As an example of this embodiment, the budget period refers to a time range of the budget, and may include a field such as an annual budget, a quarterly budget, or a monthly budget. When the requirements of 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 queried quickly.
Further, the budget use object may be used, for example, by organization or by dealer. The options for the budget dimension may include a cost subject dimension, a brand dimension, a category dimension, and the like. By modularly configuring the templates, users can select the modules (namely, the template information) by themselves, and the templates are built by themselves according to requirements, so that the budget management efficiency is improved.
And step S3, 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, and visualizing the template information corresponding to the budget template selected by the user.
In this embodiment, the user first selects a desired configured template in actual use. 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 to realize visualization of template information corresponding to the budget template selected by the user.
Typically, there is a specified field in the protocol, and at this time, the rendered style is determined according to the value corresponding to the field. After parsing the template protocol, a dynamic sql may be assembled, querying the template for the corresponding budget data.
As a preferred implementation manner 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 constructing a plurality of templates, the user selects the required templates to create corresponding budgets. At this point, corresponding budget information needs to be filled in according to the templates, including, for example, but not limited to, marketing organizations, cost subject dimensions (specifically display costs, discounted fees, or others), the age, month, and corresponding costs of the budget, and the like. And after the user is filled in, updating budget information corresponding to the template selected by the user according to the data filled in by the user, and dynamically rendering.
Correspondingly, referring to fig. 4, the invention also provides a data management system for configuring budget, which comprises a configuration module 101, a template construction module 102 and a visualization module 103; wherein,
The configuration module 101 is configured to configure a budget dimension and store the budget dimension in a relational database; wherein the configured content includes a name of a budget dimension;
the template construction module 102 is configured to respond to a user's template construction operation, and construct 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;
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 the 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 primary key column, a data query interface and a choice of whether to choose.
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 the 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 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 update budget information corresponding to the template selected by the user according to the data filled by the user in response to the filling operation of 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 configuring a budget, wherein the method comprises the following steps: configuring budget dimension and storing the budget dimension in a relational database; wherein the configured content includes a name of a budget dimension; responding to a 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; and 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, 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 configured budget dimension in the relational database, and compared with a budget management method developed through customization, the budget management method is simple in operation, and a large amount of workload is saved; the method supports the realization of newly increasing budgets of different types by constructing different templates, and has higher expansibility compared with the prior art.
The foregoing embodiments have been provided for the purpose of illustrating the general principles of the present invention, and are not to be construed as limiting the scope of the invention. It should be noted that any modifications, equivalent substitutions, improvements, etc. made by those skilled in the art without departing from the spirit and principles of the present invention are intended to be included in the scope of the present invention.
Claims (6)
1. A method of data management for configuring a budget, comprising:
Configuring budget dimension and storing the budget dimension in a relational database; the configuration content comprises a name of a budget dimension, a data source table, a data name display column, a data unique main key column, a data query interface and a selection option; the data source table is used for inquiring the names of the tables in the relational database; the data name display column is used for displaying dimension data; the data query interface is used as an interface of a dimension data source when budget is newly increased; the selection-selection option is used for confirming whether the corresponding budget dimension needs default selection or not when the budget template is newly added;
Responding to a 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 template selection operation of a user, calling template information corresponding to a 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;
The step of visualizing the template information corresponding to the budget template selected by the user comprises the following specific steps:
analyzing a protocol corresponding to the budget template selected by the user, and determining a rendering style through a value of a field designated in the protocol;
And dynamically rendering a front-end interface according to the rendering style to realize visualization of template information corresponding to the budget template selected by the user.
2. The data management method for configuring a budget according to claim 1, 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.
3. A method of data management for configuring a budget according to any of claims 1 to 2, wherein said template information is a configurable item.
4. A data management system for configuring a budget, which is characterized by comprising a configuration module, a template construction module and a visualization module; wherein,
The configuration module is used for configuring the budget dimension and storing the budget dimension into the relational database; the configuration content comprises a name of a budget dimension, a data source table, a data name display column, a data unique main key column, a data query interface and a selection option; the data source table is used for inquiring the names of the tables in the relational database; the data name display column is used for displaying dimension data; the data query interface is used as an interface of a dimension data source when budget is newly increased; the selection-selection option is used for confirming whether the corresponding budget dimension needs default selection or not when the budget template is newly added;
The template construction module is used for 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;
The visualization module is used for 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 the front-end interface, and visualizing the template information corresponding to the budget template selected by the user;
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 through a value of a field designated in the protocol;
And dynamically rendering a front-end interface according to the rendering style to realize visualization of template information corresponding to the budget template selected by the user.
5. The data management system for configuring a budget of claim 4, further comprising a fill module for updating budget information corresponding to a template selected by a user based on user-filled data in response to a user fill operation.
6. A data management system for configuring a budget in accordance with any one of claims 4 to 5, wherein said template information is a configurable item.
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