WO2022071825A1

WO2022071825A1 - Method for generating reports on baseline indicators

Info

Publication number: WO2022071825A1
Application number: PCT/RU2020/000511
Authority: WO
Inventors: Дмитрий Николаевич БОЛЬШАКОВ; Роман Валерьевич КУЗИН; Ольга Анатольевна ГАВРИЛОВА; Мирия Александровна ХОВРИЧ
Original assignee: Публичное Акционерное Общество "Аэрофлот-Российские Авиалинии"
Priority date: 2020-09-30
Filing date: 2020-10-02
Publication date: 2022-04-07
Also published as: RU2020132230A3; RU2744625C1

Abstract

The invention relates to the field of information provision for enterprises, and can be used to compute reporting indicators of enterprise activity and to provide the possibility of automated integration of unrelated databases relating, for example, to different subdivisions of an enterprise or to contractors of said enterprise. The essence of the method consists in using reporting forms present in independent databases for determining the conformity of indicators relating to databases of different subdivisions with one another.

Description

METHOD FOR FORMING REPORTS ON BASIC INDICATORS

FIELD OF TECHNOLOGY

The invention relates to the field of information support of enterprises, and can be used to calculate the reporting indicators of the enterprise's activities with 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 in the preparation and application of data that have errors of various kinds.

BACKGROUND OF THE INVENTION

In the information systems of enterprises, there is a problem of adjusting the values of indicators used by personnel and automated systems adjacent to the 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 data in 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, upon requests corresponding to the purpose of information systems, dozens or more indicators that are important in planning activities and assessing the current state of the enterprise can be added to information systems.

At the same time, existing systems may have systemic limits on the number of indicators added, since important new indicators need to be agreed upon, and the adjustment of indicators often requires intervention in the process of employees who have the right to abnormally change data in databases related to enterprise information systems. Other restrictions may be related to the need to check the fields of different databases for compliance with each other, since fields displaying identical indicators may use different data formats and different field names, which makes it impossible to automatically verify data and use verified data when preparing reports.

For example, in the patent of the Russian Federation RU2154298 (C1), published on 08/10/2000, the procedure for preparing and providing documents is disclosed, which uses a multi-stage request structure, with the automation of the preparation process, checking for correctness of filling and submission of reporting: documents with confirmation of the authenticity and authorship of these documents. The known system does not use unrelated bases of all documents of the enterprise for storing documents and generating reports, is not intended for verifying documents in the process of requesting, preparing and using them by various departments. All requests for documents in a known system are processed in accordance with predetermined rules.

The technical solution closest to the proposed invention is the system disclosed in US patent US6092090 (A), published on 07/18/2000. The description of the patent discloses a system for collecting and processing information that provides for the storage of original documents. The system provides for the division of documents into databases, in accordance with their purpose. The possibility of simple verification of the electronic version of documents is provided 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 causes of the formation of unreliable information, the impossibility of automated correction of erroneous data, the impossibility of sharing identical data presented in various formats.

- The present invention makes it possible to achieve the technical result of simplifying and improving the safety of procedures 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 detect falsified data.

The generalized technical result achieved by using the invention is the development of a single unified approach to maintaining a directory of key 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 on 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 an enterprise indicator display system that combines independent databases, each of which uses its own form of indicators presentation, which consists in the following: collecting report forms used when presenting database results; for base metrics displayed in reports, determining associated additional calculated metrics, associated display metrics, 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 display forms of basic indicators; within the primary groups of base indicators, secondary groups of base indicators are formed, grouped according to the similarity of the associated source fields; and for primary groups of basic indicators, each of which contains one secondary group of basic indicators, form generalized forms of the semantic representation of the corresponding basic indicators, as close as possible to all forms of the semantic representation of all basic indicators of the corresponding group, for basic initial indicators of other primary groups, form generalized forms representations of baselines of the respective secondary groups, containing related group display measures, selected in such a way that when calculating the corresponding baselines and selected related display measures, the maximum number of source fields of the baseline indicators of the group is used, and when generating baseline reports, the systems use generalized baseline presentation forms indicators, regardless of the database used to define the indicators.

In a particular case of the implementation of the invention, when forming generalized forms of base indicators of secondary groups of base indicators belonging to one primary group, a generalized form of representation of the base indicator of the corresponding primary group is used with the addition, for each secondary group, of the form of presentation of the base indicator by the form of presentation of one of the unique source fields .

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

BRIEF DESCRIPTION OF GRAPHICS

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 proposed 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 managing the information system of an enterprise, including the performance monitoring system, while ensuring high reliability of the data provided. The information system may use baselines, each of which is set or modified by the user and stored in one or more of the independent databases used in the system.

Dependent or related metrics can be calculated from base metrics using algorithms that can themselves be considered metrics. The weighting factor can be set system administrator with senior rights. After a confirmed key figure entry or change, the dependent key figures are recalculated. In the process of preparing to enter or change an indicator, the user has the opportunity to obtain data on the impact of the indicator being edited on other indicators of his choice. Users are separated by access rights to indicators. Users have the opportunity to conduct research on the impact of basic 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 selected indicators indicating the reasons for the change while saving the data in the database.

Storing data in the database may include updating the data stored in the database, such as user access levels to database parameters, parameters, values, etc. described in the scope of the present invention.

The database records may contain information about the baseline, as well as information about the levels of user access to the database or to database objects and parameters, and the parameters described in the present invention, in particular, the specified parameters. The metrics may have predefined values or may be dynamically calculated metrics.

The database is configured to store data characterizing the methods, sequences of operations or procedures for determining indicators, as well as the results of recognition or representation of elements of electronic entities related to the procedures for determining indicators. The operations of determining indicators can be performed by the element recognition module, which can also generate a visual representation of elementary operations and indicator values used in the implementation of the operations.

In a particular case, when the user changes (using the system tools, including using input devices) the primary indicator, the dependent indicators are calculated depending on the indicator being changed, and the values of the change in the dependent indicators available to the user are displayed on the user's information device. Analysis of the current situation and decision support are key tasks in the economic and administrative spheres. The analysis of situations and the development of solutions, as a rule, is preceded by the stage of formalization of the situation model, that is, the identification of 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 when using erroneous data increases. Modern systems, including decision support systems, in addition to using methods of analysis, evaluation and decision making, should contain situation structuring tools, a developed user interface, tools for editing and setting up models, as well as visualization of the entire model building process. Necessary for information systems is the availability of tools for analyzing the results of modeling, their interpretation, as well as tools for generating notifications when inconsistencies are identified during the mentioned data processing.

The notification module can generate a notification, including when a change in the indicator is detected (determined, fixed), as well as when inconsistencies in parameter values (parameter inconsistencies) are detected. 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 an indicator changes, for example, when an indicator is found to be inconsistent with other indicators, the notification module can send a notification to the person responsible for the indicator value.

The unified directory of key indicators can provide filtering by table columns.

Filters for each column should be a list with corresponding values, with the option to select a value and/or values via a checkbox. Accordingly, it may be possible to remove filters both all and selective. Also, the table columns can be sorted in ascending and descending order.

In the unified indicator directory, the list of key indicators and screens can be links with underlining to enable you to jump to a specific screen and/or indicator.

Summary description of indicators can provide complete information about the indicator

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

A special case of a report in the present invention is understood as a database object that is used to display, print or file structured information. In the process of generating a report, information is extracted from tables and database queries, for example, related to the initial fields, the information is processed with the formation or calculation of indicators and is presented in a form that is easy to understand. 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 unified indicator directory.

The analytical report can be exported to standard formats, such as xls, pdf, ppt.

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

- Screen;

- Name;

- Responsible;

- Data source;

- Subdivision;

- Frequency of loading;

- Periodicity of publication;

- Minimum lag; - Units;

- Default view.

When you enter the section, by default, a single directory of indicators can be displayed.

At the top of the workspace, there can be a search in a single directory of indicators.

Below the search bar, the single directory of indicators itself can be located directly. A single indicator directory can be a table with filters in the columns.

The table may contain a list of attributes:

- Screens;

- Indicators;

- Managers responsible for performance;

- Data sources;

- Actual dates;

- Semantic description of the indicator;

- Signed passport indicators.

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

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

Search in the section can be performed, for example, by the following features: "responsible", "screen", "data source", "name of key performance indicators" and description of the indicator.

Search query examples:

- Bogdanov;

- accounts receivable;

- ohd;

- sales;

- table;

- quarterly In a particular case, for the initial indicator, the range of acceptable values is specified, and when testing the calculation parameters, the dependent indicator is calculated using the extreme values of the range of acceptable values of the original indicator, and the calculation parameters are considered not to have passed testing if the value of the original indicator does not influence the value of the dependent indicator.

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

The modules described herein may 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 existing indicators;

- publication and deletion of indicators;

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

- filling and editing directories;

- 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 data loading administration and control process, for example, by the data loading administration and control module.

The described invention allows:

- add new and edit existing key performance indicators, for example, using the indicator construction module; - change the basic parameters for filling in and editing the summary description of indicators;

- upload (add) signed indicator passports.

The database can store the following data:

- the name of the indicator;

- Full name of the responsible manager for the indicator;

- source of data for the formation of the indicator;

- the frequency of loading the indicator;

- frequency of publication of the indicator;

- comment;

- sign published™ indicator in IAS;

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

- date of indicator assembly.

Key performance indicators usually 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 indicator calculation;

- other metainformation.

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

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

In the process of collecting and using data, it may be found that the results of using 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 wage calculated from data related to each of the employees separately may contradict the same value, but calculated on the basis of the average wage of departments and the number of employees of each of the departments. The 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 prior art, the identification of inconsistencies and the indication of erroneous data does not lead to compromise of protected data. For example, with the possibility of unlimited target verification of data, a person who has received admission to the possibility of determining the average wage using the above methods and their combination can directly and indirectly determine the number and list 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 the designations of 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 may have a different designation. If there is no unambiguous invariable correspondence of different designations to each other, then there may be uncertainty about 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 for measuring 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 indicators of different departments on 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 planned indicators for the entire production. When using the system to manage standard indicators, data can be stored and presented in an explicit form, for example, in the form of values set or assigned to each standard or in an implicit form, that is, the determination of standards is carried out by calculations according to the procedures or algorithm provided in the system for certain standards. Indicators can be presented in comparison with previous periods or in dynamics, including without a predetermined criterion for the quality of the phenomenon or process characterized by the indicator.

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

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

In a particular case, one of the problems to be solved by the present invention 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 relationships between indicators.

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

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 online, including being presented, for example, in a screen formed (by the user, by means of the described system), such as "Favorites". Since most indicators are related to each other to some extent, either directly or indirectly, the number of indicators that are online may 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 array, for example, being in online access. 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, in order to simplify and speed up the calculation of indicators (and analysis), each indicator is allocated its place in the structure and hierarchy of a system of interrelated indicators (“tree” of indicators), and the marking (with prompts) of indicators related to or comparable to it (and ). For example, a visual information solution can be implemented.

Indicators can be formed 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 of 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 that are in the public domain;

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

- reports on the implementation of the daily (quarterly, annual, etc.) plan, for example, the 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 program for the development of an enterprise in the form of specific characteristics that allow assessing the current state and serve as the basis for making managerial 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 work with clients should be like in order to attract them and achieve the required financial results);

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

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

- personnel and infrastructure development, innovations.

For the mentioned relationships with customers, the basic factors that determine the strategy of the enterprise in working with customers can be:

- security;

- volume and quality of services.

Maintaining a high level of safety, such as flight safety and aviation security, is usually a top priority for an enterprise. Ensuring the level of security, as a rule, is regulated by a number of internal regulatory documents.

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

In rapidly changing market conditions, when the key factor that puts pressure on the dynamics of financial and economic indicators may be the growth in fuel prices, in particular, aviation kerosene, the company's management may decide to implement a large-scale program to maintain financial results. For example, the focus may be on active revenue management and cost optimization initiatives. Ensuring an optimal financial result 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 the implementation of both the above program to maintain financial results, and the overall strategy and program for the development 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 the enterprise, its subsidiaries and individual divisions determine the need to generalize indicators, including those 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 efficiency 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.

Regarding 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 the level of service.

Different-sized characteristics, interrelated indicators for various blocks, etc. used for problem detection, accuracy and responsiveness assessment, identifying the causes of not only negative, but also positive results in order to reproduce them.

For a number of performance indicators, heterogeneous characteristics are generalized and reduced to integral indicators, as well as providing the possibility of detailing the situation for its in-depth analysis and management decision-making.

Thus, a cumulative indicator can be generated for the performance of the line performance targets, as described in the framework of the present invention.

Regarding the development of personnel, 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 set of data on most categories of personnel should be formed.

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

In the generated data set, the data may include static data, in particular, 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 suddenly 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: a forecast of staff turnover and departure, a recruitment plan for newly commissioned jobs, indicators characterizing the situation in the labor market of personnel.

Within the framework of the present invention, the grouping and generalization of basic indicators for analyzing the activities of an enterprise can be carried out without loss of information content and a decrease in 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;

- list of departments responsible for input data for indicators;

- a table for storing selected indicators for each user;

- list of indicators;

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

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

- table for storing links of indicators with information sources;

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

- a table for storing meta-information of the series of these indicators;

- list of periods for the publication of indicators;

- 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 between indicators and source tables from which data are 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;

- list of tables of data sources used to form 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 the database from which the initial data for indicators are retrieved: 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 that must be used to connect to the database; database description.

The list of indicators can store the following data: a unique record identifier; date of creation of the indicator; 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 that refers to the user responsible for the metric.

In the link table for storing data about which department is responsible for which indicator, the following data can be stored: indicator identifier; ID of the department that is responsible for the indicator; a sign that this is a division from IT.

The following data can be stored in the table to store additional information about indicators: a unique record identifier; date of adding information about the indicator; date of modification of the indicator information; indicator unloading schedule; publication schedule for 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 formed; comments related to the indicator; indicator loading period identifier; ID of the indicator publication period.

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

In the table for storing formal data for queries to generate data to generate indicators, the following data can be stored: ID (generally, unique identification data) of the query to generate the indicator; indicator ID; indicator calculation method; intervals for which the indicator can be generated; formal description of the request, for example, a query text in a structured query language (SQL) to generate a measure; Database ID for generating the indicator.

In 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, the following data can be stored: screen identifier; indicator identifier; date of creation of a record about 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; indicator prefix; display width.

The following data can be stored in the list of data sources for generating indicators: a unique record identifier; the name of the data source; description of the data source.

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

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

The list of users can store the following data: a unique identifier; user creation date; date of modification of information about the user; user ID; account name or username; Username; 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 image; a sign of whether the user account is active; an indication that the user may be responsible for the metrics; short username.

Metrics can have the following attributes: screen; title; responsible; source; download frequency; frequency of publication; default view; comment; action; published; current date. The search described in the present invention can be carried out by screens, by the name of key performance indicators, responsible persons, data sources, download frequency and publication frequency, default type and sign of the publication of the indicator.

When entering a query, for example, in a search string, a tabular display of the query results and sorting of the results by relevance can be carried out. The most relevant search query results are moved to the top of the list or table.

Also, within the framework of the present invention, indicators can be filtered by the following attributes: screen; indicator name; responsible; data source; download frequency; frequency of publication; document version; published; current date. It can also be sorted in ascending and descending order. Filters by columns of the table of indicators allow you to sort information by specified parameters, and filtering should be done both by one attribute (table column) and by several attributes.

Indicator values and related data, such as formal descriptions of formulas for determining indicators, can be entered by the user using a fillable form containing text entry fields and multiple-choice drop-down lookup 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 during data entry, including with a preview of the indicator, can be used.

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

Within the scope of the present invention, performance information can be defined and configured. The following data can be specified: Responsible, Departments, IT departments, Upload frequency, Publication frequency, Data sources, Formula, Description.

When editing the basic parameters of an indicator, the edited data can be entered by the user in the appropriate 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 during data entry, including with a preview of the indicator, can be used.

The directories used in the present invention may contain parameters used to create and edit indicators.

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

When editing baselines, the following values and attributes of measures can be edited:

- the name of the indicator;

- name of the screen to select 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;

- description containing the description of the indicator;

- formula for specifying the formula for calculating indicator values;

- comment; - the frequency of loading the indicator;

- frequency of publication of the indicator;

- actual units of measure to indicate the dimension of the data stored in the database, on 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, pie, bar, chart, with areas, table;

- Passport for downloading signed scorecards 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, edited data can be entered by the user using information entry forms. After entering the data and before publishing the indicator, in addition to checking user rights, a preliminary check for errors when entering data can be used, including previewing the indicator and displaying indicators that do not match the entered data.

FIG. 1 shows a simplified example of the hardware implementation of the proposed invention. A computer network may be a geographically distributed collection of nodes connected by communication lines and segments for data transfer between end nodes such as personal computers, workstations, or peripheral devices such as printers or scanners. Many types of networks are 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 skilled in the art will appreciate that any number and arrangement of nodes, devices, links, etc., can be used in a computer network, and the illustration shown in FIG. 1 is a simplified example of a system hardware implementation.

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 can be used as a user or server device, memory 1240 of which stores an operating system 1242, computer programs 1244, and data structures 1245. Memory 1240 of device 1200 is connected by bus 1250 to power supply 1260 by processor 1220 and network interface 1210 exchanging data through the information network 1000 public access.

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

Claims

CLAIM

L A method for generating reports on baseline indicators of an enterprise indicator display system that combines independent databases, each of which uses its own indicator presentation form, which consists in the fact that: collecting report forms used in presenting database results; for base metrics displayed in reports, determining associated additional calculated metrics, associated display metrics, and associated source fields; for basic indicators - different databases, primary groups of basic indicators are formed, grouped according to the similarity of the semantic representation of the display forms of basic indicators; within the primary groups of base indicators, secondary groups of base indicators are formed, grouped according to the similarity of the associated source fields; and for the primary groups of basic indicators, each of which contains one secondary group of basic indicators, form generalized forms of the semantic representation of the corresponding basic indicators, as close as possible to all forms of the semantic representation of all basic indicators of the corresponding group; for the basic initial indicators of other primary groups, generalized forms of presentation of the 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 base indicators and the selected associated displayed indicators, the maximum number of initial fields of the basic indicators of the group is used, and

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SUBSTITUTE SHEET (RULE 26) when generating reports on baseline indicators, the systems use generalized forms for presenting baseline indicators, regardless of the database used to determine the indicators.

2. The method according to claim 1, characterized in that when generating generalized forms of base indicators of secondary groups of base indicators belonging to one primary group, a generalized form of representing the base indicator of the corresponding primary group is used with the addition, for each secondary group, of the form of representing the base indicator by the presentation form one of the unique source fields.

3. The method according to paragraph 2, characterized in that the hierarchy of indicators displayed in the reports is determined and the generalized form of the presentation of the base indicator of the corresponding primary group is supplemented with a presentation form that uses a unique primary indicator that has the highest hierarchy.

4. The method according to claim 1, characterized in that the search query generating GUIs display the base indicator presentation form and database details corresponding to the entered search parameters.

5. The method according to claim 1, characterized in that when generating a search query, the values of the base indicators are displayed without using the form of presentation of the base indicator.

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SUBSTITUTE SHEET (RULE 26)