CN116703588A - Data analysis method, device, equipment and storage medium based on analysis template - Google Patents

Data analysis method, device, equipment and storage medium based on analysis template Download PDF

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CN116703588A
CN116703588A CN202310661479.2A CN202310661479A CN116703588A CN 116703588 A CN116703588 A CN 116703588A CN 202310661479 A CN202310661479 A CN 202310661479A CN 116703588 A CN116703588 A CN 116703588A
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analysis
template
data
service
field information
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曾宪镇
凌海挺
张茜
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Ping An Technology Shenzhen Co Ltd
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Ping An Technology Shenzhen Co Ltd
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/04Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F3/00Input arrangements for transferring data to be processed into a form capable of being handled by the computer; Output arrangements for transferring data from processing unit to output unit, e.g. interface arrangements
    • G06F3/01Input arrangements or combined input and output arrangements for interaction between user and computer
    • G06F3/048Interaction techniques based on graphical user interfaces [GUI]
    • G06F3/0481Interaction techniques based on graphical user interfaces [GUI] based on specific properties of the displayed interaction object or a metaphor-based environment, e.g. interaction with desktop elements like windows or icons, or assisted by a cursor's changing behaviour or appearance
    • G06F3/0483Interaction with page-structured environments, e.g. book metaphor
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F3/00Input arrangements for transferring data to be processed into a form capable of being handled by the computer; Output arrangements for transferring data from processing unit to output unit, e.g. interface arrangements
    • G06F3/01Input arrangements or combined input and output arrangements for interaction between user and computer
    • G06F3/048Interaction techniques based on graphical user interfaces [GUI]
    • G06F3/0484Interaction techniques based on graphical user interfaces [GUI] for the control of specific functions or operations, e.g. selecting or manipulating an object, an image or a displayed text element, setting a parameter value or selecting a range
    • G06F3/04842Selection of displayed objects or displayed text elements
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/08Insurance

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Abstract

The application relates to the technical field of data analysis and financial science and technology, and particularly discloses a data analysis method, device, equipment and storage medium based on an analysis template. The method comprises the following steps: when a service analysis request is received, generating a standby template list corresponding to the service analysis request based on an analysis template and an association relation between the analysis templates; acquiring user configuration information based on the selectable parameter set, and determining a target analysis template in the standby template list based on template information in the user configuration information; and analyzing the business data based on the user configuration information and the target analysis template to obtain a data analysis result. According to the method, when a user analyzes service data such as electronic transaction and insurance, the analysis flexibility is improved through optional field configuration information; and the target analysis template is directly called through the association relation among the analysis templates, so that the analysis service is rapidly completed, and the analysis efficiency is improved.

Description

Data analysis method, device, equipment and storage medium based on analysis template
Technical Field
The present application relates to the field of data analysis and financial technology, and in particular, to a data analysis method, apparatus, computer device and storage medium based on an analysis template.
Background
With the development of computer technology, data analysis technology is strongly advanced, and data analysis is increasingly used in the financial field. In the financial field, the business such as electronic transaction, payment, insurance sales etc. makes a large amount of data analysis business each day, and the data volume is big and comparatively disordered for the analysis process is comparatively complicated, takes insurance business as an example, to the sales condition of insurance product, can be according to the comprehensive analysis such as sales number, online one-to-one interview condition, etc. and sales number, online one-to-one interview condition etc. can all update data at any time, and the data volume is huge, leads to the analysis process complicacy.
The existing data analysis method cannot meet the user requirements of simple and rapid analysis process, accurate and clear analysis result. The data analysis common in the market at present has a guide type analysis (namely a solidified report) and a self-service analysis (the report can be freely dragged to generate).
The guide analysis is an analysis method of a fixed report form in the solidification analysis thought, and is generally developed by technicians and provided for non-technicians to use. The guide type analysis method is simple to use, but has long development period and can not be flexibly adjusted.
The self-help analysis has no ready report and only has a data source under the general condition, so that a user can freely drag and click to perform data analysis, the self-help analysis is flexible, but the user is required to master a self-help analysis tool through multiple exercises, so that the analysis cannot be completed quickly and timely, and the data analysis service is low in completion efficiency.
Therefore, how to improve the efficiency and flexibility of service analysis and rapidly and flexibly complete the analysis task is a technical problem to be solved urgently.
Disclosure of Invention
The application provides a data analysis method, a data analysis device, computer equipment and a storage medium based on an analysis template, so as to improve the efficiency and flexibility of business analysis.
In a first aspect, the present application provides a data analysis method based on an analysis template, the method comprising:
when a service analysis request is received, generating a standby template list corresponding to the service analysis request based on an analysis template and an association relation between the analysis templates;
acquiring user configuration information based on an optional parameter set, and determining a target analysis template in the standby template list based on template information in the user configuration information, wherein the optional parameter set comprises an optional field and a field value;
And analyzing the business data based on the user configuration information and the target analysis template to obtain a data analysis result.
In a second aspect, the present application also provides a data analysis device based on an analysis template, the device comprising:
the template list generation module is used for generating a standby template list corresponding to the service analysis request based on the analysis templates and the association relation between the analysis templates when the service analysis request is received;
the target template determining module is used for acquiring user configuration information based on a selectable parameter set and determining a target analysis template in the standby template list based on template information in the user configuration information, wherein the selectable parameter set comprises selectable fields and field values;
and the analysis result obtaining module is used for analyzing the business data based on the user configuration information and the target analysis template to obtain a data analysis result.
In a third aspect, the present application also provides a computer device comprising a memory and a processor; the memory is used for storing a computer program; the processor is configured to execute the computer program and implement the data analysis method based on the analysis template when the computer program is executed.
In a fourth aspect, the present application also provides a computer readable storage medium storing a computer program which, when executed by a processor, causes the processor to implement a data analysis method based on an analysis template as described above.
The application discloses a data analysis method, a device, computer equipment and a storage medium based on analysis templates, which are used for generating a standby template list corresponding to a service analysis request based on the analysis templates and the association relation between the analysis templates when the service analysis request is received; acquiring user configuration information based on an optional parameter set, and determining a target analysis template in the standby template list based on template information in the user configuration information, wherein the optional parameter set comprises an optional field and a field value; and analyzing the business data based on the user configuration information and the target analysis template to obtain a data analysis result. By the method, when the business data analysis requests of electronic transaction, insurance and the like are received, the standby template list is obtained according to the association relation among the analysis templates, the user can automatically select the analysis templates in the standby template list through the optional fields by giving the right of the user configuration information through the optional fields, the mutual jump among the templates can be realized through the association relation among the analysis templates, the target analysis templates selected by the user can be directly called according to the user configuration information, and the analysis business can be rapidly completed. When the user has the service analysis requirement, the user can obtain the target analysis template by clicking and selecting the required fields according to the prompt, and analyze the data to obtain the analysis result, thereby effectively improving the flexibility and the efficiency of the service analysis.
Drawings
In order to more clearly illustrate the technical solutions of the embodiments of the present application, the drawings required for the description of the embodiments will be briefly described below, and it is obvious that the drawings in the following description are some embodiments of the present application, and other drawings may be obtained according to these drawings without inventive effort for a person skilled in the art.
FIG. 1 is a flow chart of a first embodiment of a data analysis method based on an analysis template provided by an embodiment of the present application;
FIG. 2 is a schematic diagram of a user configuration interface of a data analysis method based on an analysis template according to an embodiment of the present application;
FIG. 3 is a flow chart of a second embodiment of a data analysis method based on an analysis template provided by an embodiment of the present application;
FIG. 4 is a flow chart of a third embodiment of a data analysis method based on an analysis template provided by an embodiment of the present application;
FIG. 5 is a flow chart of a fourth embodiment of a data analysis method based on an analysis template provided by an embodiment of the present application;
FIG. 6 is a schematic diagram of analysis results of a data analysis method based on an analysis template according to an embodiment of the present application;
FIG. 7 is a schematic block diagram of a data analysis device based on an analysis template according to an embodiment of the present application;
fig. 8 is a schematic block diagram of a computer device according to an embodiment of the present application.
Detailed Description
The following description of the embodiments of the present application will be made clearly and fully with reference to the accompanying drawings, in which it is evident that the embodiments described are some, but not all embodiments of the application. All other embodiments, which can be made by those skilled in the art based on the embodiments of the application without making any inventive effort, are intended to be within the scope of the application.
The flow diagrams depicted in the figures are merely illustrative and not necessarily all of the elements and operations/steps are included or performed in the order described. For example, some operations/steps may be further divided, combined, or partially combined, so that the order of actual execution may be changed according to actual situations.
It is to be understood that the terminology used in the description of the application herein is for the purpose of describing particular embodiments only and is not intended to be limiting of the application. As used in this specification and the appended claims, the singular forms "a," "an," and "the" are intended to include the plural forms as well, unless the context clearly indicates otherwise.
It should also be understood that the term "and/or" as used in the present specification and the appended claims refers to any and all possible combinations of one or more of the associated listed items, and includes such combinations.
The embodiment of the application provides a data analysis method, a data analysis device, computer equipment and a storage medium based on an analysis template. The data analysis method based on the analysis template can be applied to a server, and the analysis template is called according to user configuration information to realize analysis of service data. The server may be an independent server or a server cluster.
Some embodiments of the present application are described in detail below with reference to the accompanying drawings. The following embodiments and features of the embodiments may be combined with each other without conflict.
Referring to fig. 1, fig. 1 is a flowchart illustrating a first embodiment of a data analysis method based on an analysis template according to an embodiment of the present application. The data analysis method based on the analysis template can be applied to a server and used for calling the analysis template according to the user configuration information so as to realize the analysis of the service data.
As shown in fig. 1, the data analysis method based on the analysis template specifically includes steps S101 to S103.
S101, when a service analysis request is received, generating a standby template list corresponding to the service analysis request based on an analysis template and an association relation between the analysis templates.
In one embodiment, in the insurance business, the sales condition of the insurance product is comprehensively analyzed according to the sales number, the offline one-to-one interview condition and the like, and the sales number, the offline one-to-one interview condition and the like can update data at any time, and the data volume is huge, so that the analysis process is complex. Therefore, when receiving the service data analysis request, the application gives the right of the user configuration information through the optional field, thereby improving the flexibility of service analysis; according to the user configuration information, the target analysis template selected by the user is directly called, so that the efficiency of service analysis is effectively improved. When the user has the service analysis requirement, the user can obtain the target analysis template by clicking and selecting the required fields according to the prompt, and analyze the data to obtain the analysis result, thereby effectively improving the flexibility and the efficiency of the service analysis.
In one embodiment, conventional analysis methods (e.g., same-loop ratio analysis, ranking and trending, funnel transformation analysis, performance duty cycle analysis, performance analysis, multidimensional intersection/drill-down analysis, scatter distribution analysis, etc.) are fabricated into a plurality of independent analysis templates.
Specifically, an analysis method (for example, a "same-ring-ratio analysis" method) is designed as a specific visual report (same-ring-ratio analysis report), then analysis indexes, analysis dimensions, analysis ranges (screening conditions) and the like are designed as parameter sets capable of opening and selecting fields and field values, and finally the visual report is packaged as a template (report file).
For example, in the sales performance analysis of an insurance company in the first quarter, the number of sales items, interview conditions, and the like are used as analysis indexes, the sales area, sales person level conditions, and the like are used as analysis dimensions, and a month or week, and the like are used as analysis ranges. The number of sales, interview situation, sales area, sales person level, month, week are used as optional fields for the user to choose.
Specifically, the multiple templates automatically establish an association relationship through the connected data sources and parameter information (i.e. analysis objects supportable by the templates), and the user can select the inter-jump (or drill-down) logic between the templates with the association relationship by self-help between the templates, so as to realize the user-defined analysis idea.
Specifically, based on the metadata information, the associable templates can be automatically judged by excluding mutual exclusion relations through applicable data sources (database wide tables) and selectable parameter sets (corresponding selectable fields such as analysis dimension/analysis index/analysis range) of the templates prepared by developers when the templates are released. For example, a "same-cycle analysis" template requires that there be a time field, and if the data source in the analysis template does not have a time field, the template cannot be associated with the "same-cycle analysis" template, and cannot be jumped to the "same-cycle analysis" template.
For example, an insurance company analyzes the first quarter performance and the first quarter insurance sales performance of the previous year, and the "time" field and the "quarter" field are simultaneously present in the data source table, and the same-cycle-ratio analysis template and the performance histogram analysis template can be used as standby templates. If the data original table does not contain a time field, the performance histogram analysis template can only be used as a standby template.
In a specific embodiment, when a service analysis request is received, a service type of the current service analysis request is obtained, relevant fields required by the current service analysis request are extracted from a preset database wide table according to the service type, and in each pre-generated analysis template, an analysis template capable of completing analysis by using the current relevant fields is extracted to generate a standby template list.
In one embodiment, a great deal of time is required for a technician to develop a data analysis method, and the method stores a plurality of developed data analysis templates in advance, then determines a standby template in each analysis template according to fields contained in a data table input by a user, and generates a standby template list, thereby greatly improving the efficiency of data analysis.
S102, acquiring user configuration information based on an optional parameter set, and determining a target analysis template in the standby template list based on template information in the user configuration information, wherein the optional parameter set comprises an optional field and a field value.
Specifically, the optional parameter set is composed of optional fields and field values. As shown in fig. 2, the user may autonomously select an analysis template, an analysis index, an analysis dimension, and an analysis range of the current service analysis request according to the presented optional fields and field values.
In one embodiment, the inactive template list contains an analysis template that is available for the current pre-set database wide table. The current analysis template may be used for the database wide table when the fields in the database wide table contain fields necessary for the analysis template. For example, if the database wide table has no time field, the database wide table cannot be associated with the "same-ring-ratio analysis" template, the "same-ring-ratio analysis" template cannot be associated with other analysis templates, and the "same-ring-ratio analysis" template cannot be jumped to, and the "same-ring-ratio analysis" template cannot be listed in the standby template list.
Specifically, the analysis templates in the standby template list are set to be optional fields, and are displayed to a user to perform template selection, so that a target analysis template is obtained. For example, if there is a peer-to-peer analysis template and a performance histogram analysis template in the standby template list, the peer-to-peer analysis and the performance histogram analysis are set as selectable fields for selection by the user.
S103, analyzing the business data based on the user configuration information and the target analysis template to obtain a data analysis result.
In one embodiment, the user configuration information includes analysis indexes, analysis dimensions and analysis ranges configured by the user, and the acquired service data is analyzed according to the analysis indexes, the analysis dimensions and the analysis ranges set currently to obtain a data analysis result. For example, when a sales performance of a sales person is analyzed, the number of sales items, interview situations, and the like may be used as analysis indexes, sales areas, sales person level situations, and the like may be used as analysis dimensions, and a month, a week, and the like may be used as analysis ranges.
Specifically, the service data is a service data table which is extracted from the database wide table and is suitable for the current service analysis request, and the data table only contains all data required by the current service analysis.
Based on the user configuration information and the target analysis template, analyzing the service data, and after obtaining a data analysis result, further comprising: and calling a data visualization template, and converting the data analysis result into a data visualization report based on the chart type in the user configuration information so as to be checked by a user.
In one embodiment, the user may also set the presentation chart type of the data analysis result through an optional field. According to the chart type set by the user, the data visualization template can convert the data analysis result into a chart form to be displayed to the user, and the user can visually display the result, so that the user can conveniently check the chart.
According to the data analysis method based on the analysis template, when a service analysis request is received, a standby template list corresponding to the service analysis request is generated based on the analysis template and the association relation between the analysis templates; acquiring user configuration information based on an optional parameter set, and determining a target analysis template in the standby template list based on template information in the user configuration information, wherein the optional parameter set comprises an optional field and a field value; and analyzing the business data based on the user configuration information and the target analysis template to obtain a data analysis result. By the method, when the service analysis request is received, the standby template list is obtained according to the association relation among the analysis templates, the user is given the right of configuration information through the optional fields, and the user can independently select the analysis templates in the standby template list through the optional fields, so that the flexibility of service analysis is improved; by analyzing the association relation among the templates, the mutual jump among the templates can be realized, and the target analysis template selected by the user can be directly called according to the user configuration information, so that the analysis service can be rapidly completed, and the service analysis efficiency is effectively improved.
Referring to fig. 3, fig. 3 is a flowchart illustrating a second embodiment of a data analysis method based on an analysis template according to an embodiment of the present application. The data analysis method based on the analysis template can be applied to a server and used for calling the analysis template according to the user configuration information so as to realize the analysis of the service data.
As shown in fig. 3, the data analysis method based on the analysis template further includes steps S001 to S002 before the step S101.
S001, generating a corresponding data visualization template based on field information of multidimensional cross analysis, field information of same-ring ratio analysis, field information of scattered point distribution analysis and field information of rank analysis, and generating the analysis template based on the data visualization template.
Generating a corresponding data visualization template based on field information of multidimensional cross analysis, field information of same-ring ratio analysis, field information of scattered point distribution analysis and field information of rank analysis, and generating the analysis template based on the data visualization template, comprising: generating a corresponding data visualization template based on a preset chart type, the field information of the multidimensional cross analysis, the field information of the same-ring ratio analysis, the field information of the scattered point distribution analysis and the field information of the ranking analysis; acquiring field information in the data visualization template, and generating an optional parameter set of the analysis template for a user to configure; the analysis template is generated based on an analysis algorithm, the data visualization template, and the set of selectable parameters.
In one embodiment, the field information in the data visualization template may include a field name of each analysis method, an analysis dimension, an analysis index, an analysis range, etc. of each analysis method, and these fields are set as optional fields for the user to select. For example, the field values of the template name field are multidimensional cross analysis, same-ring ratio analysis, scattered point distribution analysis and ranking analysis; the field values of the analysis dimension fields are 'agent', 'secondary mechanism', and the like; the field values of the analysis index field are "performance distribution", "institution ranking", and the like. When the obtained user configuration information is "rank analysis" - "secondary organization" - "FYC _before visit" - "organization rank", a rank analysis template is called, and the current business data is analyzed under the conditions that the analysis dimension is "secondary organization", the analysis index is "FYC _before visit" and the analysis range is "organization rank".
Specifically, the analysis template comprises analysis algorithms of all analysis methods, complex report forms and analysis algorithm development processes are packaged through templating, and meanwhile, parameters are opened for self-service selection (configuration) of users and used for screening analysis objects and analysis ranges.
S002, establishing the association relation based on a preset database wide table and the analysis template.
Based on a preset database wide table and the analysis template, establishing the association relationship comprises the following steps: extracting field information in the database wide table, and comparing the field information with the field information of the multidimensional cross analysis, the field information of the same-loop comparison analysis, the field information of the scattered point distribution analysis and the field information of the ranking analysis to generate a comparison result, wherein the comparison result comprises successful comparison and failed comparison; when the comparison result is that the comparison is successful, determining an associated analysis method, acquiring an analysis template corresponding to the associated analysis method, and establishing an association relationship between the analysis templates for selection by a user to perform conversion of the analysis templates.
The database wide table generally refers to a database table in which indexes, dimensions and attributes related to a business theme are related together.
In one embodiment, the associable templates can be automatically determined based on the data sources (i.e., database wide tables) applicable to the templates configured by the developer when the templates are released and the optional parameter sets (corresponding optional fields such as analysis dimension/analysis index/screening conditions) through the metadata information, excluding mutual exclusion relations. When the database wide table contains a required field of a certain analysis method, the current analysis method can be used for analyzing the database wide table, an association relation is established among all analysis templates corresponding to the analysis methods which can be used for analyzing the current database wide table, and a user can directly jump among the templates through the association relation after selecting the analysis templates. For example, a "same-cycle analysis" template requires that there be a time field, and if the data source in the analysis template does not have a time field, then the template cannot be associated with a "same-cycle analysis" template, i.e., cannot be jumped to the "same-cycle analysis" template.
According to the data analysis method based on the analysis template provided by the embodiment, the corresponding data visualization template is generated based on the field information of multidimensional cross analysis, the field information of same-ring-ratio analysis, the field information of scattered point distribution analysis and the field information of rank analysis, and the analysis template is generated based on the data visualization template; and establishing the association relation based on a preset database wide table and the analysis template. By the method, when the service analysis request is received, the standby template list is obtained according to the association relation among the analysis templates, the user is given the right of configuration information through the optional fields, and the user can independently select the analysis templates in the standby template list through the optional fields, so that the flexibility of service analysis is improved; by analyzing the association relation among the templates, the mutual jump among the templates can be realized, and the target analysis template selected by the user can be directly called according to the user configuration information, so that the analysis service can be rapidly completed, and the service analysis efficiency is effectively improved.
Referring to fig. 4, fig. 4 is a flowchart illustrating a third embodiment of a data analysis method based on an analysis template according to an embodiment of the present application. The data analysis method based on the analysis template can be applied to a server and used for calling the analysis template according to the user configuration information so as to realize the analysis of the service data.
As shown in fig. 4, the step S101 of the data analysis method based on the analysis template specifically includes steps S301 to S302.
S301, when the service analysis request is received, acquiring a service type, and extracting service data from a preset database wide table based on the service type.
In one embodiment, the data required for the different traffic types may be different, and the current traffic analysis request may not use all of the data in the database wide table. When a service analysis request is received, the type of the current service is judged, and the data required by the current service is extracted from the database wide table, so that the range of the analysis data is further narrowed, and the service analysis efficiency is improved.
S302, generating the standby template list based on field information in the service data and the association relation.
In one embodiment, the field type in the service data required by the current service affects the available analysis templates, for example, the time field required by the "same-ring-ratio analysis template" does not appear in the current service data, so that the current service analysis cannot use the "same-ring-ratio analysis template" and the "same-ring-ratio analysis template" is not listed in the standby template list; when the current business data center contains a time field, the same-ring-ratio analysis template can be used, and the template is listed in a standby template list.
Specifically, the standby template list is a template list displayed to a user, the standby template list is made into an optional template field, and the user can select an analysis template of the cardiometer from available templates screened by the system for business analysis.
According to the data analysis method based on the analysis template provided by the embodiment, when the service analysis request is received, the service type is obtained, and service data is extracted from a preset database wide table based on the service type; and generating the standby template list based on the field information in the service data and the association relation. Through the mode, when the business analysis request is received, the standby template list is obtained according to the business type and the association relation among the analysis templates, and the standby templates are extracted from the analysis templates, so that the template selection range is reduced, and the business analysis efficiency is improved.
Referring to fig. 5, fig. 5 is a flowchart illustrating a fourth embodiment of a data analysis method based on an analysis template according to an embodiment of the present application. The data analysis method based on the analysis template can be applied to a server and used for calling the analysis template according to the user configuration information so as to realize the analysis of the service data.
As shown in fig. 5, the step S103 of the data analysis method based on the analysis template specifically includes steps S401 to S402.
S401, screening the service data based on analysis indexes, analysis dimensions and analysis ranges in the user configuration information to obtain a service data sub-table containing the analysis dimensions, the analysis indexes and the analysis ranges.
In one embodiment, after the service data required by the current service is extracted from the database wide table, the extracted service data is further extracted according to the analysis index, the analysis dimension and the analysis range configured by the user, so as to obtain a service data sub-table for the user to specify the analysis range, and at this time, the obtained service data sub-table only analyzes the current service according to the current user configuration information. For example, in the "rank analysis" template, the user selects the analysis dimension as "secondary mechanism", the analysis index as "FYC _before visit" and the analysis range as "mechanism rank", then the system further extracts the service data extracted from the database wide table to obtain the secondary mechanism only including FYC _before visit, and performs rank analysis on the secondary mechanism before FYC _before visit to obtain the mechanism rank.
S402, analyzing the business data sub-table based on the target analysis template to obtain the data analysis result.
In one embodiment, the extracted business data sub-table is analyzed through an analysis template appointed by a user, and a data analysis result required by the user is obtained. As shown in fig. 6, when the analysis range is "eastern region", the analysis dimension is "agent name", the analysis template is a "distribution analysis" template, the analysis index has a vertical axis of "number of sales of insurance products score", and a horizontal axis of "number of sales of comprehensive products score", the system calls the distribution analysis template to perform performance distribution analysis on agents in the eastern region.
According to the data analysis method based on the analysis template provided by the embodiment, the business data is screened based on the analysis index, the analysis dimension and the analysis range in the user configuration information, and the business data sub-table comprising the analysis dimension, the analysis index and the analysis range is obtained; and analyzing the business data sub-table based on the target analysis template to obtain the data analysis result. By the method, the analysis method appointed by the user can be extracted from a large amount of data, and the efficiency of business analysis is further improved under the appointed analysis dimension, analysis index and analysis range.
Referring to fig. 7, fig. 7 is a schematic block diagram of an analysis template-based data analysis apparatus for performing the foregoing analysis template-based data analysis method according to an embodiment of the present application. Wherein, the data analysis device based on the analysis template can be configured on a server.
As shown in fig. 7, the analysis template-based data analysis apparatus 500 includes:
the template list generating module 501 is configured to generate a standby template list corresponding to a service analysis request based on an analysis template and an association relationship between the analysis templates when the service analysis request is received;
a target template determining module 502, configured to obtain user configuration information based on an optional parameter set, and determine a target analysis template in the standby template list based on template information in the user configuration information, where the optional parameter set includes an optional field and a field value;
and the analysis result obtaining module 503 is configured to analyze the service data based on the user configuration information and the target analysis template, so as to obtain a data analysis result.
In one embodiment, the data analysis device 500 based on the analysis template further includes an association relationship establishment module, where the association relationship establishment module includes:
The analysis template generation unit is used for generating a corresponding data visualization template based on the field information of multidimensional cross analysis, the field information of same-ring-ratio analysis, the field information of scattered point distribution analysis and the field information of rank analysis, and generating the analysis template based on the data visualization template;
the association relation establishing unit is used for establishing the association relation based on a preset database wide table and the analysis template.
In one embodiment, the analysis template generation unit includes:
the visualized template generation subunit is used for generating a corresponding data visualized template based on a preset chart type, the field information of the multidimensional cross analysis, the field information of the same-ring-ratio analysis, the field information of the scattered point distribution analysis and the field information of the rank analysis;
the optional parameter set generation subunit is used for acquiring field information in the data visualization template and generating an optional parameter set of the analysis template for a user to configure;
and the analysis template generation subunit is used for generating the analysis template based on an analysis algorithm, the data visualization template and the optional parameter set.
In one embodiment, the association relationship establishing unit includes:
the comparison structure generation subunit is used for extracting field information in the database wide table, and comparing the field information with the field information of the multidimensional cross analysis, the field information of the same-loop comparison analysis, the field information of the scattered point distribution analysis and the field information of the ranking analysis to generate a comparison result, wherein the comparison result comprises successful comparison and failed comparison;
and the association relation establishing subunit is used for determining an associated analysis method when the comparison result is that the comparison is successful, acquiring an analysis template corresponding to the associated analysis method, and establishing association relation among the analysis templates for a user to select and convert the analysis templates.
In one embodiment, the template list generation module 501 includes:
the business data extraction unit is used for acquiring a business type when receiving the business analysis request and extracting business data from a preset database wide table based on the business type;
and the standby template generating unit is used for generating the standby template list based on the field information in the service data and the association relation.
In one embodiment, the analysis result obtaining module 503 includes:
the business data sub-table generating unit is used for screening the business data based on the analysis index, the analysis dimension and the analysis range in the user configuration information to obtain a business data sub-table containing the analysis dimension, the analysis index and the analysis range;
and the data analysis result obtaining unit is used for analyzing the business data sub-table based on the target analysis template to obtain the data analysis result.
In one embodiment, the data analysis device 500 based on the analysis template further includes a data visualization report generation module, where the data visualization report generation module includes:
and the data visualization report generating unit is used for calling a data visualization template, and converting the data analysis result into a data visualization report based on the chart type in the user configuration information so as to be checked by a user.
It should be noted that, for convenience and brevity of description, the specific working process of the apparatus and each module described above may refer to the corresponding process in the foregoing method embodiment, which is not described herein again.
The apparatus described above may be implemented in the form of a computer program which is executable on a computer device as shown in fig. 8.
Referring to fig. 8, fig. 8 is a schematic block diagram of a computer device according to an embodiment of the present application. The computer device may be a server.
With reference to FIG. 8, the computer device includes a processor, memory, and a network interface connected by a system bus, where the memory may include a non-volatile storage medium and an internal memory.
The non-volatile storage medium may store an operating system and a computer program. The computer program comprises program instructions that, when executed, cause the processor to perform any of a number of analysis template-based data analysis methods.
The processor is used to provide computing and control capabilities to support the operation of the entire computer device.
The internal memory provides an environment for the execution of a computer program in a non-volatile storage medium that, when executed by a processor, causes the processor to perform any of a number of analysis template-based data analysis methods.
The network interface is used for network communication such as transmitting assigned tasks and the like. It will be appreciated by those skilled in the art that the structure shown in FIG. 8 is merely a block diagram of some of the structures associated with the present inventive arrangements and is not limiting of the computer device to which the present inventive arrangements may be applied, and that a particular computer device may include more or fewer components than shown, or may combine some of the components, or have a different arrangement of components.
It should be appreciated that the processor may be a central processing unit (Central Processing Unit, CPU), but may also be other general purpose processors, digital signal processors (Digital Signal Processor, DSP), application specific integrated circuits (Application Specific Integrated Circuit, ASIC), field-programmable gate arrays (Field-Programmable Gate Array, FPGA) or other programmable logic devices, discrete gate or transistor logic devices, discrete hardware components, or the like. Wherein the general purpose processor may be a microprocessor or the processor may be any conventional processor or the like.
Wherein in one embodiment the processor is configured to run a computer program stored in the memory to implement the steps of:
when a service analysis request is received, generating a standby template list corresponding to the service analysis request based on an analysis template and an association relation between the analysis templates;
acquiring user configuration information based on an optional parameter set, and determining a target analysis template in the standby template list based on template information in the user configuration information, wherein the optional parameter set comprises an optional field and a field value;
And analyzing the business data based on the user configuration information and the target analysis template to obtain a data analysis result.
In one embodiment, before the processor, when implementing that the service analysis request is received, generates the standby template list corresponding to the service analysis request based on the analysis templates and the association relation between the analysis templates, the processor is further configured to implement:
generating a corresponding data visualization template based on field information of multidimensional cross analysis, field information of same-ring ratio analysis, field information of scattered point distribution analysis and field information of rank analysis, and generating the analysis template based on the data visualization template;
and establishing the association relation based on a preset database wide table and the analysis template.
In one embodiment, the processor is configured to, when implementing field information based on multidimensional cross analysis, field information based on same-ring ratio analysis, field information based on scatter distribution analysis, and field information based on rank analysis, generate a corresponding data visualization template, and generate the analysis template based on the data visualization template, implement:
generating a corresponding data visualization template based on a preset chart type, the field information of the multidimensional cross analysis, the field information of the same-ring ratio analysis, the field information of the scattered point distribution analysis and the field information of the ranking analysis;
Acquiring field information in the data visualization template, and generating an optional parameter set of the analysis template for a user to configure;
the analysis template is generated based on an analysis algorithm, the data visualization template, and the set of selectable parameters.
In one embodiment, the processor is configured to, when implementing the establishment of the association relationship based on a preset database wide table and the analysis template, implement:
extracting field information in the database wide table, and comparing the field information with the field information of the multidimensional cross analysis, the field information of the same-loop comparison analysis, the field information of the scattered point distribution analysis and the field information of the ranking analysis to generate a comparison result, wherein the comparison result comprises successful comparison and failed comparison;
when the comparison result is that the comparison is successful, determining an associated analysis method, acquiring an analysis template corresponding to the associated analysis method, and establishing an association relationship between the analysis templates for selection by a user to perform conversion of the analysis templates.
In one embodiment, when the processor realizes that when receiving a service analysis request, the processor generates a standby template list corresponding to the service analysis request based on an analysis template and an association relation between the analysis templates, the processor is configured to realize:
When the service analysis request is received, acquiring a service type, and extracting service data from a preset database wide table based on the service type;
and generating the standby template list based on the field information in the service data and the association relation.
In one embodiment, the processor is configured to, when implementing analysis of service data based on the user configuration information and the target analysis template to obtain a data analysis result, implement:
screening the service data based on analysis indexes, analysis dimensions and analysis ranges in the user configuration information to obtain a service data sub-table containing the analysis dimensions, the analysis indexes and the analysis ranges;
and analyzing the business data sub-table based on the target analysis template to obtain the data analysis result.
In one embodiment, the processor is further configured to, after implementing analysis on the service data based on the user configuration information and the target analysis template to obtain a data analysis result, implement:
and calling a data visualization template, and converting the data analysis result into a data visualization report based on the chart type in the user configuration information so as to be checked by a user.
The embodiment of the application also provides a computer readable storage medium, wherein the computer readable storage medium stores a computer program, the computer program comprises program instructions, and the processor executes the program instructions to realize any data analysis method based on the analysis template.
The computer readable storage medium may be an internal storage unit of the computer device according to the foregoing embodiment, for example, a hard disk or a memory of the computer device. The computer readable storage medium may also be an external storage device of the computer device, such as a plug-in hard disk, a Smart Media Card (SMC), a Secure Digital (SD) Card, a Flash memory Card (Flash Card), or the like, which are provided on the computer device.
While the application has been described with reference to certain preferred embodiments, it will be understood by those skilled in the art that various changes and substitutions of equivalents may be made and equivalents will be apparent to those skilled in the art without departing from the scope of the application. Therefore, the protection scope of the application is subject to the protection scope of the claims.

Claims (10)

1. A data analysis method based on an analysis template, comprising:
when a service analysis request is received, generating a standby template list corresponding to the service analysis request based on an analysis template and an association relation between the analysis templates;
acquiring user configuration information based on an optional parameter set, and determining a target analysis template in the standby template list based on template information in the user configuration information, wherein the optional parameter set comprises an optional field and a field value;
and analyzing the business data based on the user configuration information and the target analysis template to obtain a data analysis result.
2. The method for analyzing data based on an analysis template according to claim 1, wherein before generating a standby template list corresponding to a service analysis request based on the analysis template and an association relationship between the analysis templates when the service analysis request is received, further comprises:
generating a corresponding data visualization template based on field information of multidimensional cross analysis, field information of same-ring ratio analysis, field information of scattered point distribution analysis and field information of rank analysis, and generating the analysis template based on the data visualization template;
And establishing the association relation based on a preset database wide table and the analysis template.
3. The analysis template-based data analysis method according to claim 2, wherein the generating the corresponding data visualization template based on the field information of the multidimensional cross analysis, the field information of the same-ring-ratio analysis, the field information of the scatter distribution analysis, and the field information of the rank analysis, and the generating the analysis template based on the data visualization template, comprises:
generating a corresponding data visualization template based on a preset chart type, the field information of the multidimensional cross analysis, the field information of the same-ring ratio analysis, the field information of the scattered point distribution analysis and the field information of the ranking analysis;
acquiring field information in the data visualization template, and generating an optional parameter set of the analysis template for a user to configure;
the analysis template is generated based on an analysis algorithm, the data visualization template, and the set of selectable parameters.
4. The analysis template-based data analysis method according to claim 2, wherein the establishing the association relationship based on a preset database wide table and the analysis template comprises:
Extracting field information in the database wide table, and comparing the field information with the field information of the multidimensional cross analysis, the field information of the same-loop comparison analysis, the field information of the scattered point distribution analysis and the field information of the ranking analysis to generate a comparison result, wherein the comparison result comprises successful comparison and failed comparison;
when the comparison result is that the comparison is successful, determining an associated analysis method, acquiring an analysis template corresponding to the associated analysis method, and establishing an association relationship between the analysis templates for selection by a user to perform conversion of the analysis templates.
5. The analysis template-based data analysis method according to claim 1, wherein the generating a standby template list corresponding to the service analysis request based on the analysis template and the association relationship between the analysis templates when the service analysis request is received comprises:
when the service analysis request is received, acquiring a service type, and extracting service data from a preset database wide table based on the service type;
and generating the standby template list based on the field information in the service data and the association relation.
6. The analysis template-based data analysis method according to claim 1, wherein the analyzing the business data based on the user configuration information and the target analysis template to obtain a data analysis result comprises:
screening the service data based on analysis indexes, analysis dimensions and analysis ranges in the user configuration information to obtain a service data sub-table containing the analysis dimensions, the analysis indexes and the analysis ranges;
and analyzing the business data sub-table based on the target analysis template to obtain the data analysis result.
7. The analysis template-based data analysis method according to any one of claims 1 to 6, wherein the analyzing the business data based on the user configuration information and the target analysis template, after obtaining the data analysis result, further comprises:
and calling a data visualization template, and converting the data analysis result into a data visualization report based on the chart type in the user configuration information so as to be checked by a user.
8. A data analysis device based on an analysis template, comprising:
The template list generation module is used for generating a standby template list corresponding to the service analysis request based on the analysis templates and the association relation between the analysis templates when the service analysis request is received;
the target template determining module is used for acquiring user configuration information based on a selectable parameter set and determining a target analysis template in the standby template list based on template information in the user configuration information, wherein the selectable parameter set comprises selectable fields and field values;
and the analysis result obtaining module is used for analyzing the business data based on the user configuration information and the target analysis template to obtain a data analysis result.
9. A computer device, the computer device comprising a memory and a processor;
the memory is used for storing a computer program;
the processor for executing the computer program and for implementing the analysis template based data analysis method according to any one of claims 1 to 7 when the computer program is executed.
10. A computer-readable storage medium, characterized in that the computer-readable storage medium stores a computer program which, when executed by a processor, causes the processor to implement the analysis template-based data analysis method according to any one of claims 1 to 7.
CN202310661479.2A 2023-06-05 2023-06-05 Data analysis method, device, equipment and storage medium based on analysis template Pending CN116703588A (en)

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