RU2744625C1 - Method of generating reports on the basic indicators of the display system of enterprise indicators - Google Patents

Abstract

FIELD: information support for enterprises.

SUBSTANCE: invention relates to the field of information support for enterprises, and can be used to calculate the reporting indicators of the enterprise's activities with the provision of the possibility of automated integration of unrelated databases related, for example, to various divisions of the enterprise or its counterparties.

EFFECT: method lies in the use of reporting forms presented in independent databases to determine the correspondence of indicators to each other related to the databases of various departments.

5 cl, 2 dwg

Description

FIELD OF TECHNOLOGY

The invention relates to the field of information support for enterprises and can be used to calculate the reporting indicators of the enterprise's activities with the provision of the possibility of automated integration of unrelated databases related, for example, to various divisions of the enterprise or its counterparties. The invention can also be used to eliminate technical errors made in the preparation and use of data that have errors of various kinds.

LEVEL OF TECHNOLOGY

In the information systems of enterprises, there is a problem of adjusting the values of indicators used by personnel and automated systems adjacent to information systems of enterprises. Also, there are no reliable means and methods for determining the need and reliability of information that changes the composition of these information systems of enterprises.

Since the data relevant to the indicators may be collected from different sources of information, they may have different levels of detail and descriptiveness (representativeness). On a monthly basis, at requests corresponding to the purpose of information systems, tens or more indicators can be added to information systems that are important in planning activities and assessing the current state of an enterprise.

At the same time, existing systems may have systemic restrictions on the number of added indicators, since important new indicators require reconciliation, and adjusting indicators often requires intervention in the process by employees who have the right to abnormally change data in databases related to information systems of enterprises. Other restrictions may be related to the need to check the fields of different databases for compliance with each other, since the fields displaying identical indicators can use a different format and different names of fields, which makes it impossible for automated data verification and the use of verified data in the preparation of reports.

For example, in the RF patent RU No. 2154298 C1, publ. 08/10/2000, the regulations for the preparation and provision of documents are disclosed, in which a multi-stage request structure is used, with the provision of automation of the preparation process, checking for the correctness of filling out and submitting reporting documents with confirmation of the authenticity and authorship of these documents. The known system does not use unrelated databases of all documents of an enterprise for storing documents and generating reports, it is not intended for verification of documents in the process of their request, preparation and use by various departments. All requests for documents in a known system are processed in accordance with predetermined rules.

The closest to the proposed invention, the technical solution is the system disclosed in US patent US6092090 (A), publ. July 18, 2000. The description of the patent discloses a system for collecting and processing information, providing for the storage of original documents. The system provides for the division of documents into databases, in accordance with their purpose. It provides for the possibility of simple verification of the electronic version of documents without taking into account the information presented in other documents.

The disadvantage of the prototype of the claimed invention, as well as other solutions identified in the prior art and intended for electronic document management, is the impossibility of detecting the reasons for the formation of inaccurate information, the impossibility of automated correction of erroneous data, the impossibility of sharing identical data presented in various formats.

- The proposed invention makes it possible to ensure the achievement of a technical result, which consists in simplifying and increasing the security of procedures for creating and editing the values of enterprise performance indicators (enterprise performance indicators), with an increase in the security of not only information systems as a whole, but also individual data blocks used by enterprise information systems. In addition, the proposed invention allows the use of routine data processing operations for verifying data from databases, checking their identity, and also provides the ability to identify falsified data.

The generalized technical result achieved with the use of the invention is the development of a single unified approach to maintaining a directory of key performance indicators of the enterprise, the ability to conduct a comparative analysis of indicators; the ability to search for indicators by specified filters; reducing the time spent searching for key performance indicators; the ability to generate an analytical report on the indicators of several databases.

SUMMARY OF THE INVENTION

To achieve the specified technical result, a method is proposed for generating reports on the basic indicators of the enterprise indicators display system, which combines independent databases, each of which uses its own form of indicators presentation, which consists in the fact that:

collect the forms of reports used in the presentation of the results of the databases;

For baselines that are displayed in reports, define associated additional calculated measures, associated display measures, and associated source fields;

for basic indicators of various databases, primary groups of basic indicators are formed, grouped according to the similarity of the semantic representation of the forms of displaying basic indicators;

within the primary groups of basic indicators, secondary groups of basic indicators are formed, grouped according to the similarity of related source fields; and

for primary groups of basic indicators, each of which contains one secondary group of basic indicators, generalized forms of semantic representation of the corresponding basic indicators are formed, as close as possible to all forms of semantic representation of all basic indicators of the corresponding group,

for basic initial indicators of other basic groups, generalized forms of presentation of basic indicators of the corresponding secondary groups are formed, containing related displayed indicators of the group, selected in such a way that when calculating the corresponding basic indicators and selected related displayed indicators, the maximum number of initial fields of the basic indicators of the group is used, and

when generating reports on baseline indicators, the systems use generalized forms of presentation of baseline indicators, regardless of the database used to determine indicators.

In the particular case of the implementation of the invention, when forming generalized forms of basic indicators of secondary groups of basic indicators belonging to one primary group, use the generalized form of presenting the basic indicator of the corresponding primary group with an addition, for each secondary group, the form of presenting the basic indicator by the form of representing one of the unique initial fields ...

When implementing the method, the hierarchy of indicators displayed in the reports can be determined and the generalized form of presentation of the base indicator of the corresponding primary group can be supplemented with a form of presentation using a unique primary indicator having the highest hierarchy. Also, when forming a search query, the form of presentation of the base indicator and the database details corresponding to the entered search parameters, as well as the values of the base indicators without using the form of presentation of the base indicator, can be displayed.

BRIEF DESCRIPTION OF THE GRAPHIC MATERIALS

FIG. 1 illustrates a simplified example of a hardware implementation of the proposed invention;

FIG. 2 illustrates an example of a computing system suitable for implementing elements of the present invention.

DESCRIPTION OF EMBODIMENTS

In the description of the invention, the following terms and abbreviations are used:

DB - database;

key performance indicator the value of the parameter of production and economic activity at the enterprise, suitable for visual presentation;

frequency - the time interval for fixing or updating indicators in the enterprise information system, for example, hour, day, week, month, quarter, year;

Software - software.

FIG. 1 is a flowchart of an exemplary embodiment of a method for carrying out the present invention.

The proposed invention can be used in the management of the enterprise information system, including the performance monitoring system, ensuring high reliability of the data provided. The information system can use basic indicators, each of which is set or changed by the user and is stored in one or more of the independent databases used in the system.

Dependent or related metrics can be calculated from baselines using algorithms that can themselves be considered metrics. The weighting factor can be set by the system administrator with higher rights. After a confirmed entry or change of a key figure, the dependent key figures are recalculated. In the process of preparing the input or changing the indicator, the user has the opportunity to obtain data on the influence of the edited indicator on other indicators of his choice. Users are differentiated by access rights to indicators. Users have the opportunity to conduct research on the influence of baseline indicators on dependent indicators, including without the right to change the corresponding indicators in the system. The user has the opportunity to subscribe to updates of the selected indicators, indicating the reasons for the change, while saving the data in the database.

Storing data in a database can include updating data stored in the database, such as information about user access levels to database parameters, parameters, values, etc., described in the framework of the present invention.

Database records can contain information about baselines, as well as information about the levels of user access to the database or to objects and parameters of the database, and the parameters described in the present invention, in particular, the specified parameters. Metrics can have predefined values, or they can be dynamically calculated measures.

The database is made with the possibility of storing data characterizing the methods, sequences of operations or procedures for determining indicators, as well as the results of recognition or presentation of elements of electronic entities related to the procedures for determining indicators. The operations of determining the indicators can be carried out by the element recognition module, which can also form a visual representation of elementary operations and the values of indicators used in the implementation of operations.

In a particular case, when the user changes (using the system, including the use of input devices) of the primary indicator, the dependent indicators are calculated, depending on the variable indicator, and the change values of the dependent indicators available to the user are displayed on the user's information device.

Analyzing the current situation and supporting decision-making are key tasks in the economic and administrative fields. The analysis of situations and the development of options for solutions, as a rule, is preceded by the stage of formalizing the model of the situation, that is, identifying the main parameters of the economic and technological efficiency of activities, the links between them and the strength of the influence of some factors on others. At the same time, in complex subject areas, the likelihood of making erroneous decisions increases when using erroneous data. Modern systems, including decision support systems, in addition to using methods of analysis, assessment and decision-making, should contain tools for structuring the situation, a developed user interface, tools for editing and configuring models, as well as visualization of the entire process of building a model. It is necessary for information systems to have tools for analyzing the results of modeling, their interpretation, as well as tools for generating notifications when inconsistencies identified in the process of the mentioned data processing are detected.

The notification module can generate a notification, including when detecting (determining, fixing) a change in the indicator, as well as when detecting inconsistencies in the values of parameters (inconsistencies in parameters). In this case, one notification can be generated when several changes (inconsistencies, etc.) are detected within a predetermined time, or a separate notification can be generated for each change.

When the indicator changes, for example, if the indicator is found to be inconsistent with other indicators, the notification module can send a notification to the person responsible for the indicator value.

In a single reference book of key indicators, filtering by table columns can be provided.

Filters for each column should be a list with the corresponding values, with the ability to select a value and / or values using a checkbox. Accordingly, it may be possible to remove all filters and selective ones.

Also, the table columns can be sorted in ascending and descending order.

In a single metrics directory, the list of key metrics and screens can be underlined links to enable you to navigate to a specific screen and / or metric.

The summary description of the indicators can provide complete information about the indicator.

With the use of the invention, it is possible to form an analytical report from the table of a single reference book of indicators.

In the present invention, a special case of a report means a database object that is used for displaying, printing, or a structured information file. In the process of generating a report, information is extracted from the tables and queries of the database, for example, related to the original fields, the information is processed with the formation or calculation of indicators and is presented in a form that is convenient for perception. The report can contain a header, data area, header, footer, note, and can be paginated.

An analytical report can be generated with the current state of sorting and filtering in the table of a single directory of indicators.

The analytical report can be exported in standard formats, for example, xls, pdf, ppt.

For a generalized presentation of indicators, a unified directory of indicators can be designed, in which selective sampling can occur, for example, by attributes:

- Screen;

- Title;

- Responsible;

- Data source;

- Subdivision;

- Frequency of loading;

- Frequency of publication;

- Minimum lag;

- Units;

- Default view.

When entering a section, by default, a single reference of indicators can be displayed.

In the upper part of the work area, there can be a search for a unified directory of indicators.

Below, under the search bar, the unified directory of indicators itself can be located directly. The unified index reference can be a table with filters in columns.

The table can contain a list of attributes:

- Screens;

- Indicators;

- Leaders responsible for indicators;

- Data sources;

- Actual dates;

- Semantic description of the indicator;

- Signed performance passports.

The screens and indicators listed in the table can be represented by hyperlinks-transitions to the corresponding screens and indicators.

Signed passports of indicators should be scanned files in * pdf format with a full description of the indicator and signatures of responsible managers.

The section can be searched for, for example, by the following criteria: “responsible”, “screen”, “data source”, “name of key performance indicators” and description of the indicator.

Examples of search queries:

- Bogdanov;

- accounts receivable;

- cool;

- sales;

- table;

- quarterly

In a particular case, for the initial indicator, the range of acceptable values is set, and when testing the calculation parameters, the dependent indicator is calculated using the extreme values of the range of acceptable values of the initial indicator and the calculation parameters are considered not tested if the value of the initial indicator does not affect the value of the dependent indicator.

For each of the indicators, the person responsible for the value of the indicator can be indicated. The data input module can be a data input device (eg, a keyboard, mouse, etc.) or can be associated with such a data input device.

The modules described in the present invention can be part of a database (eg, part or parts of a database management system).

Data can be stored in a relational database containing a set of tables linked to each other using foreign and primary keys and using relationships of the form:

- one to one;

- one to many.

The described invention provides the following tasks:

- creation of new indicators;

- editing of existing indicators;

- publication and deletion of indicators;

- filling in and editing the summary description for each indicator;

- filling out and editing reference books;

- loading of signed passports of indicators;

- search by attributes (described in the framework of the present invention).

Such tasks can be performed as part of the administration and control of data loading, for example, by the module for administration and control of data loading.

The described invention allows:

- add new and edit existing key performance indicators, for example, using the module for constructing indicators;

- change the basic parameters for filling in and editing the summary description of indicators;

- upload (add) signed indicator passports.

The following data can be stored in the database:

- indicator name;

- full name of the person in charge for the indicator;

- data source for the formation of the indicator;

- the frequency of loading the indicator;

- the frequency of publication of the indicator;

- comment;

- sign of publication of the indicator in the IAS;

- the actual date of loading the indicator into the IAS;

- the date the indicator was assembled.

Key performance indicators typically contain a significant number of attributes, which include:

- description of the indicator;

- the order of the indicator on the screens;

- differentiation of levels of user access rights to the indicator;

- display parameters of the indicator;

- the logic of calculating the indicator;

- other metadata.

Users can interact with the DBMS when creating and editing key performance indicators both directly and using the module (or part of it) for constructing indicators, with which users can interact with the database tables.

Existing data processing systems can collect, process and store information about an almost unlimited number of indicators to which the present invention can be applied.

In the process of collecting and using data, it may be revealed that the results of using the data, for example, in the process of calculating or using indicators, contradict each other to a greater or lesser extent. For example, the value of the average salary calculated from the data relating to each of the employees separately may contradict the same value, but calculated based on the average salary of departments and the number of employees in each of the departments. Comparison of data obtained as a result of various reporting operations used in the present invention allows not only to identify inconsistencies, but also to determine the data that caused the inconsistency. At the same time, unlike the state of the art, the identification of inconsistencies and the indication of erroneous data does not lead to the compromise of the protected data. For example, with the possibility of unlimited targeted verification of data, a person who has received admission to the possibility of determining the average salary by the above methods and their combination can, by direct and indirect methods, determine the number and payroll of employees of each of the departments, determine the sources of inaccurate data. This possibility of obtaining information by unauthorized persons is often unacceptable.

In terms of the uniformity of designations for identical data, information can be collected from various sources, which are filled in separately, without using a single universal regulation or standard for data entry, and indicators related to the same objects can have different designations. If there is no unambiguous constant correspondence of different designations to each other, then there may be uncertainty as to which data can or should be used in the calculation of complex indicators, and which in the calculation of integral and composite indicators.

Differences in the choice of units of measure for identical characteristics of different indicators can make it difficult or difficult to compare and calculate indicators.

To display individual production and financial and economic indicators, planned values can be set or provided, which allows you to increase the operational qualitative and quantitative assessment of the dynamics of changes in indicators. In a particular case, taking into account the influence of the indicators of different departments on the planned indicators provides an opportunity to improve the quality of management if the actual indicators of one of the departments do not ensure the achievement of the planned indicators of the entire production.

When using the system to manage normative indicators, data can be stored and presented in an explicit form, for example, in the form of values established or assigned to each norm or in an implicit form, that is, the definition of norms is carried out by calculations according to the procedures or an algorithm provided in the system for certain standards. Indicators can be presented in comparison with past periods or in dynamics, including without a predetermined quality criterion for the phenomenon or process characterized by the indicator.

In a number of indicators, standards may be present in an implicit form.

A standard can be not only a certain value (or range of values) of an indicator, but also its deviation from a given threshold or target value. In such cases, the target values and the developed (calculated) criteria for the criticality of deviations can be reduced.

In a particular case, one of the problems of the present invention to be solved is building a system of standards with the implementation of determining the degree of influence of some indicators on others, as well as identifying and tracking the relationship between indicators.

The indicators of the enterprise's activity, collected and presented in the system, can be distributed according to the formed structure, while the indicators can be attributed, including unambiguously, to certain blocks of classification.

Information about the presence and location of one or another indicator that complements the integrity of the picture, all systems of interrelated indicators can be readily available, including presented, for example, in a screen formed (by the user, by means of the described system), such as "Favorites". Since most indicators are to some extent directly or indirectly related to each other, the number of indicators that are online can include a large number of them. Important relationships, patterns and trends can be identified if most of the indicators characterizing certain phenomena or processes are collected within a single data set, for example, being available online.

To speed up data processing and calculation of indicators, storage and presentation of indicators in the format of interrelated indicators (“tree” of indicators) can be used. For example, to simplify and speed up the calculation of indicators (and analysis), each indicator is allocated its place in the structure and hierarchy of the system of interrelated indicators (“tree” of indicators), and also marks (with prompts) indicators associated or comparable to it (and ). For example, a visual information solution can be implemented.

Indicators can be generated and presented in the format of a generalized indicator, which, in relation to a given threshold (normative) value (or range), forms a characteristic of the current situation.

From such generalized indicators, a system of complex composite and integral indicators can be formed, linking characteristics from various parts of the existing classification.

Data for the formation of composite and integral indicators may include, for example:

- speeches and interviews with the top management of the enterprise;

- publications (including open access) about the activities of the enterprise, including on the website of the enterprise;

- annual reports of the enterprise and other reporting and presentation materials, including those in the public domain;

- internal regulations, for example, provisions on key performance indicators of the enterprise, etc .;

- reports on the implementation of a daily (quarterly, annual, etc.) plan, for example, a daily flight plan;

- data stored in the information and analytical system.

Using the above data, key blocks of information can be formed, including those containing basic indicators of primary groups, on which the attention of decision-makers on strategic and operational management can be focused, which are used to form indicators, in particular, integral indicators.

The system of indicators can be a representation of the strategy and development program of the enterprise in the form of specific characteristics that allow assessing the current state and serve as a basis for making management decisions. In a particular case, the development of an enterprise can be carried out in several directions, for example:

- relationship with clients (defines / indicates what should be the work with clients in order to attract them and achieve the required financial results);

- finance (reflects the focus on the growth of the company's financial results, increasing the value of the company and income for shareholders);

- internal processes, operational activities (shows which processes play the most important role in the implementation of the strategy and development program of the enterprise, how these processes are organized, what is their effectiveness);

- development of personnel and infrastructure, innovation.

For the aforementioned customer relationships, the basic factors that determine the company's strategy in working with customers may be:

- security;

- the volume and quality of services.

Maintaining a high level of safety, for example, flight safety and aviation security, is usually the highest priority for the enterprise. Ensuring the level of security, as a rule, is regulated by a number of internal regulations.

In a particular case, one of the key performance indicators KPI, determined by the relevant regulation and taking into account the industry specifics, is one of the most important indicators.

In a rapidly changing market environment, when the key factor exerting pressure on the dynamics of financial and economic indicators may be an increase in fuel prices, in particular, for aviation kerosene, the company's management may decide to implement a large-scale program to maintain financial results. Thus, the focus may be on proactively managing revenues and implementing cost optimization initiatives.

Ensuring optimal financial results can largely depend on comprehensive monitoring of financial and economic indicators and strict control over the processes that determine them.

The system database can store a large number of indicators that can indicate the quality of implementation of both the above program to maintain financial results and, in general, the strategy and development program of the enterprise in terms of finance.

Thus, the peculiarity of data presentation in the system and the presence of heterogeneous, different-sized indicators characterizing the financial activities of an enterprise, its subsidiaries and individual divisions, determine the need to generalize indicators, including from different structural blocks. At the same time, the form is important, in particular, a convenient form, including for the presentation and processing of generalized data, and a scheme for calculating the indicator and transparent and reasonable methods of analysis that provide both the promptness of the assessment and the possibility of detailing the situation and its in-depth consideration, identifying relationships and trends.

Thus, a group of financial and economic characteristics can be formed into one integral indicator, as described in the framework of the present invention.

With regard to internal processes and operational activities, the organization of enterprise processes (including business processes, production processes, etc.) is directly interconnected both with the volume, quality and range of services provided, and with the achieved financial results.

The data contained in the mentioned data sources (for example, reports, presentations, regulatory documents, interviews and reports, etc.) and reflecting the activities of the enterprise, contain information on the development and optimization of processes (including business processes) of the enterprise, in including the use of modern technologies, and are key to optimizing costs and service levels.

Various-sized characteristics, interrelated indicators for different blocks, etc. are used to detect the problem, the accuracy and efficiency of the assessment, to identify the causes of not only negative, but also positive results in order to reproduce them.

For a number of performance indicators, a generalization of heterogeneous characteristics is carried out and their reduction into integral indicators, as well as providing the possibility of detailing the situation for its in-depth analysis and making management decisions.

Thus, a cumulative metric can be generated to fulfill a line of performance targets, as described in the context of the present invention.

Regarding personnel development, indicators characterizing the state and development of personnel represent a significant layer of information that should be in the area of constant attention, including the strategic and operational management of the enterprise.

At the same time, at least a complete, transparent and reliable data set for most categories of personnel should be formed.

In a particular case, the generated data sets (or, in a particular case, one data set) about personnel may include indicators for the structural composition of personnel, including the total actual headcount, headcount, vacancies and the number of trained personnel.

In the generated dataset, the data may include static data, in particular, it may not include data on the possible movement of personnel and the planned change in the number of jobs. This can lead to the fact that the manager will unexpectedly face the fact of a shortage of any of the key categories of personnel. In this regard, the list of basic indicators can be supplemented with the following indicators: forecast of staff turnover and departure, recruitment plan for newly commissioned workplaces, indicators characterizing the situation on the personnel labor market.

Within the framework of the present invention, the grouping and generalization of basic indicators for the analysis of the enterprise's activities can be carried out without losing information content and reducing the quality of the assessment.

The data in the database can be stored in the following tables:

- a table for storing the level of user access rights to screens and indicators;

- a list of the database from which the initial data for the indicators are extracted;

- a list of departments responsible for the input data for the indicators;

- a table for storing selected indicators for each user;

- a list of indicators;

- a linking table for storing data about which department is responsible for which indicator;

- a table for storing additional information about the indicators. Has a 1: 1 relationship with the indicator list table;

- a table for storing links between indicators and information sources;

- a table for storing meta information on indicators. Has a 1: 1 relationship with the indicator list table;

- a table for storing metainformation of the data series of indicators;

- a list of periods of publication of indicators;

- a list of data upload periods for indicators;

- a table for storing formal descriptions of queries for generating data for generating indicators;

- a table for storing links of indicators with tables of sources from which data is taken to form indicators;

- a table for storing information about the position of indicators on the screens. Each indicator can be present on several screens at the same time;

- a list of screens on which indicators can be placed;

- a list of data sources for the formation of indicators;

- a list of tables of data sources used to generate indicators;

- a table that implements the connection of data sources with tables of data sources for the formation of indicators;

- list of users;

The following data can be stored in the list of databases from which the initial data for indicators are extracted: identifier (ID) of the database; database connection string; database name; server name; the port through which the connection can be made; username that can be used to connect to the database; the password to be used to connect to the database; description of the database.

The following data can be stored in the list of indicators: unique identifier of the record; the date the indicator was created; date of indicator modification; indicator name; the real dimension of the indicator; displayed dimension of the indicator; PDF file of the signed indicator passport; a unique identifier referencing the user responsible for the metric.

The following data can be stored in a connecting table for storing data about which department is responsible for which indicator: indicator identifier; the identifier of the department that is responsible for the indicator; a sign that this is a department from IT.

The following data can be stored in the table for storing additional information about the indicators: the unique identifier of the record; the date the indicator information was added; date of modification of information about the indicator; indicator upload schedule; schedule for the publication of the indicator; the source from which the indicator is formed; the formula by which the indicator is formed; description of the indicator; the period for which this indicator can be generated; comments related to the indicator; indicator loading period identifier; indicator publication period identifier.

The table for storing the links of indicators with information sources can store the identifier of the source from which the data is used to generate the indicator.

In the table for storing formal data for queries for generating data for generating indicators, the following data can be stored: ID (in general, unique identification data) of a request for generating indicators; Indicator ID; method of calculating the indicator; intervals for which the formation of the indicator can be performed; a formal description of the query, for example, the text of the query in a structured query language (SQL) to form the indicator; Database ID for generating the indicator.

The table for storing information about the position of indicators on screens, where each indicator can be present on several screens at the same time, can store the following data: screen identifier; indicator identifier; date of creation of the record on the position of the indicator on the screen; date of modification of the record about the position of the indicator on the screen; the position of the indicator on the screen; metric prefix; the width of the indicator on the screen.

The list of data sources for the formation of indicators can store the following data: unique record identifier; name of the data source; description of the data source.

The list of tables of data sources used to generate indicators may store the following data: unique record identifier; name of the data table; description of the data table; The ID of the database from which the data table is taken.

The following data can be stored in the table that implements the connection of data sources with tables of data sources for the formation of indicators: the update schedule in the form of a CRON string; Data source ID; Data table ID.

The following data can be stored in the list of users: a unique identifier; date of user creation; date of modification of user information; user ID; account name or username; Username; the last name of the user; preferred username; user's work phone; user's work email address; user position; department in which the user works; Username; user photo; use the default picture; an indication of whether the user account is active; an indication that the user may be responsible for the metrics; short username.

Indicators can have the following attributes: screen; name; responsible; a source; the frequency of loading; frequency of publication; default view; comment; act; published; current date.

The search described in the present invention can be carried out by screens, by the name of key performance indicators, responsible, data sources, download frequency and publication frequency, default type and indicator of publication of the indicator.

When you enter a query, for example, in a search string, you can display the query results in a table and sort the results by relevance. The most relevant search results are moved to the top of the list or table.

Also within the framework of the present invention, filtering of indicators by the following attributes can be carried out: screen; indicator name; responsible; data source; the frequency of loading; frequency of publication; version of the document; published; current date. Also, sorting can be performed in ascending and descending order. Filters by columns of a table of indicators allow sorting information by specified parameters, and filtering should be performed both by one attribute (table column) and by several attributes.

Metric values and related data, such as formal descriptions of formulas for defining metrics, can be entered by the user using a fill-out form containing text entry fields and multiple-choice lookup drop-down lists. When creating a new indicator, the indicator data is filled with data in accordance with the indicator passport. After data entry and before the indicator is published, a preliminary check for errors in data entry can be used, including with a preview of the indicator.

When editing an existing indicator, the edited data can be entered by the user into the corresponding fields in the form in accordance with the indicator passport. After data entry and before the indicator is published, a preliminary check for errors in data entry can be used, including with a preview of the indicator.

Within the scope of the present invention, metric information can be set and adjusted. The following data can be specified: Responsible person, Departments, IT departments, Frequency of download, Frequency of publication, Data sources, Formula, Description.

When editing the basic parameters of the indicator, the edited data can be entered by the user into the corresponding fields in the form in accordance with the indicator passport, after which the changes made are saved. After data entry and before the indicator is published, a preliminary check for errors in data entry can be used, including with a preview of the indicator.

References used in the present invention may contain parameters used to create and edit metrics.

Information from the directories can be accessed using the screens of the Metrics section, for example, the following screens: a list of general settings of the Manager's Monitor; list of departments; list of databases; list of positions in system statistics; frequency of publication; the frequency of loading; data sources; generator statistics, list of users; user devices; list of selected indicators; list of used tables.

When editing the baseline, the following values and attributes of the indicators can be edited:

- indicator name;

- the name of the screen for selecting the screen on which the indicator will be displayed;

- position on the screen;

- published;

- responsible;

- subdivision;

- IT department to select the IT department responsible for the indicator;

- data source;

- a description containing a description of the indicator;

- the formula for setting the formula for calculating the indicator values;

- comment;

- the frequency of loading the indicator;

- the frequency of publication of the indicator;

- actual units of measurement to indicate the dimension of the data stored in the database, according to which the indicator is built;

- units of measurement displayed on the indicator;

- display in dynamics;

- prohibit the user from changing the "Display in dynamics" flag;

- default view for setting the graphical view of the indicator: histogram, circular, bar, graph, with areas, table;

- passport for loading signed passports of indicators in the format of digital entities, for example, in the format of a digital representation of a scanned document or a document in text format.

When editing directories, the edited data can be entered by the user using information input forms. After entering the data and before publishing the indicator, in addition to checking the user's rights, a preliminary check for errors can be used when entering data, including with a preview of the indicator and displaying indicators that do not correspond to the entered data.

FIG. 1 shows a simplified example of the hardware implementation of the proposed invention. A computer network can be a geographically dispersed collection of nodes connected by communication lines and segments for transferring data between end nodes such as personal computers, workstations, or peripheral devices such as printers or scanners. There are many types of networks available, from local area networks (LANs) to wide area networks (WANs). As shown in FIG. 1, an exemplary computer network 1000 may include a plurality of network devices, such as routers, switches, computers, and the like, interconnected by communication lines. One or more servers 1120 may communicate with network 1000 and with multiple client devices 1110. Those of skill in the art will appreciate that any number and location of nodes, devices, communication lines, etc. can be used in a computer network. shown in FIG. 1 is a simplified example of a hardware implementation of a system.

FIG. 2 shows an example of a computing system suitable for implementing the elements of the proposed invention. As shown in FIG. 2, the computing system includes a computing device 1200 that may be used as a user or server device, in memory 1240 which stores an operating system 1242, computer programs 1244, and data structures 1245. Memory 1240 of device 1200 is connected by bus 1250 to a power supply 1260 by processor 1220 and a network interface 1210 communicating over a public information network 1000.

For displaying information, a user information device is provided, which can be configured to display information on a screen, for example, a monitor screen of a personal computer or tablet. Also, the user's information device can be made in the form of a printer or in the form of a memory block representing information in a machine-readable form.

Claims (12)

1. A method of generating reports on the basic indicators of the enterprise indicators display system, which unites independent databases, each of which uses its own form of indicators presentation, which consists in the following: collect the forms of reports used in the presentation of the results of the databases; For baselines that are displayed in reports, define associated additional calculated measures, associated display measures, and associated source fields; for basic indicators of various databases, primary groups of basic indicators are formed, grouped according to the similarity of the semantic representation of the forms of displaying basic indicators; within the primary groups of basic indicators, secondary groups of basic indicators are formed, grouped according to the similarity of related source fields; and for primary groups of basic indicators, each of which contains one secondary group of basic indicators, form generalized forms of semantic representation of the corresponding basic indicators, as close as possible to all forms of semantic representation of all basic indicators of the corresponding group; for the basic initial indicators of other basic groups, generalized forms of presentation of basic indicators of the corresponding secondary groups are formed, containing the associated displayed indicators of the group, selected in such a way that when calculating the corresponding basic indicators and selected related displayed indicators, the maximum number of initial fields of the basic indicators of the group is used, and when generating reports on baseline indicators, the systems use generalized forms of presentation of baseline indicators, regardless of the database used to determine indicators. 2. The method according to claim 1, characterized in that when forming generalized forms of basic indicators of secondary groups of basic indicators belonging to one primary group, a generalized form of presentation of the basic indicator of the corresponding primary group is used with the addition, for each secondary group, the form of presentation of the basic indicator by the form representing one of the unique source fields. 3. The method according to claim 2, characterized in that the hierarchy of indicators displayed in the reports is determined and the generalized form of presentation of the base indicator of the corresponding primary group is supplemented with a form of presentation using a unique primary indicator having the highest hierarchy. 4. The method according to claim 1, characterized in that when the search query is formed, the presentation form of the base indicator and the database details corresponding to the entered search parameters are displayed. 5. The method according to claim 1, characterized in that when the search query is formed, the values of the base indicators are displayed without using the form of presentation of the base indicator.

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