CN113822037B - Method, device, equipment and medium for inserting placeholder and generating data mapping table - Google Patents
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Abstract
The invention discloses a method, a device, equipment and a medium for inserting placeholders and generating a data mapping table, wherein the method comprises the following steps: according to the editing operation of a user on data indexes in a preset index tree, automatically generating corresponding placeholders, inserting report templates, and storing the report templates in a template library; reading a corresponding report template from the template library, and identifying and extracting placeholders in the report template; analyzing path information and time information corresponding to the placeholder according to the character string in the placeholder, and generating a corresponding data mapping table based on the path information and the time information; and extracting target data from a data source according to the data mapping table, replacing corresponding placeholders in the report template according to the target data, and generating a report file. The method supports the editing operation of the report template through front-end visualization, so that a general user without computer knowledge can conveniently write the template.
Description
Technical Field
The invention relates to the fields of information systems, office automation and system integration, in particular to a method, a device, equipment and a medium for inserting placeholders and generating a data mapping table.
Background
In the daily office process of an enterprise and public institution, various report documents are often made, the report documents can be in various formats such as word, ppt, pdf, html and the like, and a lot of dynamic data, dynamic pictures and dynamic texts which are updated along with time can be cited in the documents. For example, in the financial industry, a financial analyst needs to write a large number of stock research reports, in which dynamic financial data, such as income, cost, profit, and the like of a target stock, dynamic pictures, such as stock price trend charts, and dynamic texts, such as news summaries, are updated over time. For the situation that the dynamic data, the dynamic pictures and the dynamic texts are stored in the information system, such report documents can be automatically generated through a computer program, and the general technology is that placeholders are set in a report template, the placeholders and data in a data source are mapped, and then the placeholders in the report template are replaced by the data in the data source through a given replacement rule, so that the required report template is automatically obtained.
The prior art relies on a report template file provided with placeholders (see patent CN 107590115A) and a mapping table of the placeholders and data in a database (see [0083] row in patent CN 107590115A), writing the template file and the data mapping table requires certain computer knowledge, and it is difficult for a general user lacking understanding of the computer knowledge to directly edit the report template file and the data mapping table.
Disclosure of Invention
The invention aims to provide a method, a device, equipment and a medium for inserting placeholders and generating a data mapping table, and aims to solve the problem that the conventional report template and the data mapping table are difficult to edit.
In order to solve the technical problems, the invention aims to realize the following technical scheme: a method of inserting placeholders and generating a data mapping table is provided, comprising:
according to the editing operation of a user on data indexes in a preset index tree, automatically generating corresponding placeholders, inserting report templates, and storing the report templates in a template library;
reading a corresponding report template from the template library, and identifying and extracting placeholders in the report template;
analyzing path information and time information corresponding to the placeholder according to the character string in the placeholder, and generating a corresponding data mapping table based on the path information and the time information;
and extracting target data from a data source according to the data mapping table, replacing corresponding placeholders in the report template according to the target data, and generating a report file.
In addition, another technical problem to be solved by the present invention is to provide an apparatus for inserting a placeholder and generating a data mapping table, including:
the template editing unit is used for automatically generating corresponding placeholders and inserting the report templates according to the editing operation of a user on the data indexes in the preset index tree, and storing the report templates in a template library;
the placeholder identifying unit is used for reading the corresponding report template from the template library, and identifying and extracting placeholders in the report template;
the placeholder analyzing and data mapping table generating unit is used for analyzing path information and time information corresponding to the placeholder according to the character string in the placeholder and generating a corresponding data mapping table based on the path information and the time information;
and the report automatic generation unit is used for extracting target data from a data source according to the data mapping table, replacing corresponding placeholders in the report template according to the target data and generating a report file.
In addition, an embodiment of the present invention further provides a computer device, which includes a memory, a processor, and a computer program stored in the memory and executable on the processor, where the processor implements the method for inserting placeholders and generating a data mapping table according to the first aspect when executing the computer program.
In addition, an embodiment of the present invention further provides a computer-readable storage medium, where the computer-readable storage medium stores a computer program, and the computer program, when executed by a processor, causes the processor to execute the method for inserting placeholders and generating a data mapping table according to the first aspect.
The embodiment of the invention discloses a method, a device, equipment and a medium for inserting placeholders and generating a data mapping table, wherein the method comprises the following steps: according to the editing operation of a user on data indexes in a preset index tree, automatically generating corresponding placeholders, inserting report templates, and storing the report templates in a template library; reading a corresponding report template from the template library, and identifying and extracting placeholders in the report template; analyzing path information and time information corresponding to the placeholder according to the character string in the placeholder, and generating a corresponding data mapping table based on the path information and the time information; and extracting target data from a data source according to the data mapping table, replacing corresponding placeholders in the report template according to the target data, and generating a report file.
The method supports the editing operation of the report template through front-end visualization, so that a general user without computer knowledge can conveniently write the template; the second aspect can automatically generate the data mapping table without additionally compiling the data mapping table by a user; and in the third aspect, the data mapping table is automatically generated through the placeholder and the index tree structure, so that the report template written in one system can be applied to another system, when the database structures are different, the data can be automatically extracted as long as the corresponding path in the index tree has the data, errors are avoided, and the universality of the report template is obviously improved.
Drawings
In order to more clearly illustrate the technical solutions of the embodiments of the present invention, the drawings needed to be used in the description of the embodiments are briefly introduced below, and it is obvious that the drawings in the following description are some embodiments of the present invention, and it is obvious for those skilled in the art to obtain other drawings based on these drawings without creative efforts.
Fig. 1 is a schematic flowchart illustrating a method for inserting placeholders and generating a data mapping table according to an embodiment of the present invention;
FIG. 2 is a diagram of a first example of an index tree according to an embodiment of the present invention;
FIG. 3 is a diagram of a second example of an index tree according to an embodiment of the present invention;
FIG. 4 is an exemplary diagram of a graphical user interface provided by an embodiment of the present invention;
FIG. 5 is a diagram of a third example of an index tree according to an embodiment of the present invention;
FIG. 6 is an exemplary diagram of a graphical interaction interface provided by an embodiment of the present invention;
FIG. 7 is a sub-flowchart illustrating a method for inserting placeholders and generating a data mapping table according to an embodiment of the present invention;
FIG. 8 is a schematic view of another sub-flow of a method for inserting placeholders and generating a data mapping table according to an embodiment of the present invention;
FIG. 9 is a schematic block diagram of an apparatus for inserting placeholders and generating a data mapping table according to an embodiment of the present invention;
FIG. 10 is a schematic block diagram of a computer device provided by an embodiment of the present invention.
Detailed Description
The technical solutions in the embodiments of the present invention will be clearly and completely described below with reference to the drawings in the embodiments of the present invention, and it is obvious that the described embodiments are some, not all, embodiments of the present invention. All other embodiments, which can be derived by a person skilled in the art from the embodiments given herein without making any creative effort, shall fall within the protection scope of the present invention.
It will be understood that the terms "comprises" and/or "comprising," when used in this specification and the appended claims, specify the presence of stated features, integers, steps, operations, elements, and/or components, but do not preclude the presence or addition of one or more other features, integers, steps, operations, elements, components, and/or groups thereof.
It is also to be understood that the terminology used in the description of the invention herein is for the purpose of describing particular embodiments only and is not intended to be limiting of the invention. As used in the specification of the present invention and the appended claims, the singular forms "a," "an," and "the" are intended to include the plural forms as well, unless the context clearly indicates otherwise.
It should be further understood that the term "and/or" as used in this specification and the appended claims refers to and includes any and all possible combinations of one or more of the associated listed items.
Referring to fig. 1, fig. 1 is a schematic flowchart illustrating a method for inserting placeholders and generating a data mapping table according to an embodiment of the present invention;
as shown in FIG. 1, the method includes steps S1-S4.
S1, according to the editing operation of a user on the data indexes in the preset index tree, automatically generating corresponding placeholders, inserting report templates, and storing the report templates in a template library;
s2, reading the corresponding report template from the template library, and identifying and extracting placeholders in the report template;
s3, analyzing path information and time information corresponding to the placeholder according to the character string in the placeholder, and generating a corresponding data mapping table based on the path information and the time information;
and S4, extracting target data from a data source according to the data mapping table, replacing corresponding placeholders in the report template according to the target data, and generating a report file.
In order to solve the problem that the report template and the data mapping table are difficult to be edited and operated by a user lacking computer knowledge in the prior art, in step S1, the data indexes in the index tree are preset, wherein the index tree is a tree-shaped data structure, and each data index is a leaf node.
The preferred embodiments of the present application will be described in greater detail below with reference to the accompanying drawings, which show an embodiment of the present application, however, it should be understood that the present application may be embodied in various forms and should not be limited by the embodiments set forth herein, but rather these embodiments are provided so that this disclosure will be thorough and complete, and will fully convey the scope of the present application to those skilled in the art.
For example, in one implementation, as shown in FIG. 2, each level one child node corresponds to a database (102, 103, shown), each level two child node corresponds to a group (104, 105, 106, shown), each group may contain a plurality of tables (107, 108, 109, shown), and each table may contain a plurality of metrics (110, 111, 112, shown).
In the index tree, the name of each node is determined by a specific application scenario, the number of nodes also varies with the application scenario, as shown in fig. 3, in a financial data service scenario, the index tree includes two databases (202, 203 shown in the figure), the indexes in database 1 (202) are grouped according to company data, and each dipolar node corresponds to a company (204, 205, 206 shown in the figure), wherein the data of company 3 (206 shown in the figure) includes a plurality of financial statements such as an asset liability statement (207 shown in the figure), a profit statement (208 shown in the figure), a cash flow statement (209 shown in the figure), and the like, wherein the profit statement includes a plurality of data indexes such as an operating income (210 shown in the figure), an operating cost (211 shown in the figure), an operating profit (212 shown in the figure).
In this embodiment, in step S1, according to the editing operation of the user on the data index in the preset index tree, automatically generating a corresponding placeholder and inserting the placeholder into the report template includes:
s11, organizing all data indexes in a database by using an index tree, wherein each data index corresponds to unique path information, each data index comprises one or more data items, and each data item corresponds to a unique time label.
In this embodiment, each data index includes one or more data items, when one data index includes a plurality of data items, the data index is called a time series, the plurality of data items have different time labels, as a usage scenario of the present application, as shown in fig. 4, all the data indexes and the data items of each data index are presented to a user through a graphical user interface. For example, the data index revenue (210 shown in FIG. 3) may contain a plurality of data items, such as for a normal company that has been on the market for five years, the revenue data index contains revenue values for the past five years of the formula, belonging to the time series data, each data item having a different time stamp for each.
In this embodiment, different types of data or data from different data sources may be organized by a plurality of index trees, where the data types include a numerical class, a text class, and a picture class, and for different types of index data, as shown in fig. 5, the numerical library and the text library are organized by index tree nodes "numerical library" (shown as 302) and "text library" (shown as 303), respectively, the data types of all indexes under the index tree of the numerical library are numerical classes, and the data types of all indexes under the index tree of the text library are text classes.
In this embodiment, the method further comprises the steps of:
and S21, setting a reference data path and a reference date.
In this application, a reference data path is a path corresponding to one non-leaf node in the index tree. In one implementation, the benchmark data path and the benchmark date can be set through a graphical user interface, as shown in fig. 4, assuming that a user is viewing data of M corporation, the benchmark data path is set as "numeric library/corporate data/M corporation" by default (501 shown in the figure), the user can click an instruction of the graphical user interface (502 shown in the figure) and modify the benchmark data path into other paths by himself, and similarly, the user can click an instruction of the graphical user interface (503 shown in the figure) to set the benchmark date.
Furthermore, a plurality of reference data paths may be set according to actual needs, for example, reference data path 1 is set as a numerical library/company data/M company, reference data path 2 is set as a "numerical library/industry data/consumption industry", and reference data path 3 is set as a "picture library/company picture/M company".
In this embodiment, a default reference data path and a default reference date may be set according to corresponding rules, for example, when a securities research report template is written, a default reference data path may be set according to the securities being viewed by a user, and a default reference date may be set as the date of the day when the report template is written.
With reference to fig. 7, in this embodiment, in step S1, according to the editing operation performed by the user on the data index in the preset index tree, automatically generating a corresponding placeholder and inserting the placeholder into the report template includes:
s31, selecting the corresponding data index according to the selection instruction of the user;
s32, setting placeholder categories corresponding to the data indexes according to a setting instruction of a user, wherein the placeholder categories comprise static placeholders and dynamic placeholders;
s33, formulating format information in the placeholder corresponding to the data index according to a formulation instruction of a user;
and S34, automatically generating a placeholder corresponding to the data index according to a generation instruction of a user, and inserting the placeholder into a corresponding position of the report template.
In one implementation, as shown in fig. 4, the user can click on the corresponding data indicator, such as revenue (illustrated 515), in the indicator tree (illustrated 514) displayed on the graphical user interface, set some other information, such as the type of placeholder (illustrated 505 and 506), date information (illustrated 504), format information (illustrated 511), etc., automatically generate the corresponding placeholder according to the user's instruction, display the specific content of the placeholder in the display area (illustrated 513) of the graphical user interface for the user to preview, and click on the insert button (illustrated 512) after previewing the content of the placeholder, and insert the generated placeholder into the report template at the specified position.
In the present application, a placeholder is a string used to insert information representing a certain amount into a report template, and in one implementation, the placeholder is made up of strings of data index paths and time tags for data items, such as revenue (210 shown in FIG. 3), which may be "value store/company data/M company/profit sheet/revenue if a value of 2020 is selected: 2020".
In this embodiment, after the user completes selection of the corresponding index through interaction operations such as graphical user interface clicking, the graphical user interface automatically generates the corresponding placeholder, and when the placeholder is inserted into the report template, in order to facilitate subsequent identification of the placeholder and user viewing, in this embodiment, an uncommon symbol is added before and after the placeholder, for example, after the user clicks an insertion button on the graphical user interface, the user interface automatically adds an uncommon symbol such as "{ }", "[ ]", etc. before and after the placeholder, and the combined placeholder "{ numerical library/company data/M company/profit table/revenue: 2020} "is inserted into the corresponding position of the report template, the process does not need manual input of a user, and it is noted that the application does not specifically limit the above-mentioned uncommon symbols, as long as the placeholders are conveniently identified.
In this embodiment, in step S32, the user may set the placeholder as a static placeholder or a dynamic placeholder, as shown in fig. 4, when inserting the placeholder, the user may click to select that the placeholder is a dynamic placeholder (illustrated 505) or a static placeholder (illustrated 506), where the path information in the dynamic placeholder is a relative path with respect to the reference data path, and the time information in the dynamic placeholder is a relative offset with respect to the reference date; the static placeholders correspond to one or more data items at fixed locations in the database through a mapping table.
For example, in one implementation, if a value of 2020 is selected in the index revenue (210 in fig. 3), then the static placeholder "value store/company data/M company/profit sheet/revenue can be selected for insertion: 2020".
If the reference data path is set as "value base/company data/M company" in the step S21, since the path information in the dynamic placeholder is a relative path with respect to the reference data path, the inserted dynamic placeholder is selected as "reference data path/profit list/revenue: 2020 "; similarly, if a reference date such as "12 months and 31 days in 2020" is set in step S21, then in the index data having a time series, the dynamic placeholder can take a relative reference of time, that is, the time information in the dynamic placeholder is a relative offset from the reference date, for example, for data with a frequency of years, when business income in 2020 is selected, since 2020 is the reference date of the year, the time information in the dynamic placeholder can be represented by "T", that is, the dynamic placeholder is "reference data path/profit sheet/business income: t ", when data of 2021 year (reference date is shifted forward by one unit time) is selected, a gap" 1 "between 2021 year and reference date is calculated, so that time information in the dynamic placeholder is represented by" T +1 ", and the automatically generated dynamic placeholder is" reference data path/profit table/revenue: t +1 ", it can be seen that if 2019 (the reference date is shifted backward by one unit time) is selected, the automatically generated dynamic placeholder is" reference data path/profit table/revenue: t-1 ".
In this embodiment, in step S33, the user may configure the format of the inserted data on the graphical user interface, and include the format information of the inserted data in the placeholder, wherein for the numeric data, the format includes valid numbers and units, etc., for example, for the placeholder "value base/company data/M company/profit margin/income: 2020 ", the placeholder may be" value base/company data/M company/profit table/revenue, for example, the placeholder may be "hundred million" with information such as units, valid values, etc. added to the placeholder: 2020: hundred million "; if the significant number is again set to 2 bits, the placeholder may be "value store/company data/M company/profit sheet/revenue: 2020: hundred million: 2".
For the picture data, the format includes size, position, embedding manner, etc., for example, for the picture data represented by the placeholder "picture library/company data/stock price in one year", size information "large", "medium", "small", etc. may be added thereto, it should be noted that the specific definition of the above size information is specified by the user in advance according to the actual situation, for example, the placeholder is "picture library/company data/stock price in one year after the size information is added: medium "; location information such as "center", "left align", "right align", etc. may also be added to the placeholder, for example, when the location information is added as "picture gallery/company data/stock price within one year: the method comprises the following steps: centered "; the placeholder may be further added with an embedding manner such as "text surrounds", "embedding in rows", etc., for example, the placeholder is further added with an embedding manner such as "picture library/company data/stock price within one year: the method comprises the following steps: centering: embedded in a row ".
For text data, the format includes font, font size, color, etc., e.g. for placeholders: "textbook/description of revenue growth", font information such as "bold" may be added to the placeholder, and the placeholder is "textbook/description of revenue growth: bold ", if the additional font size information is" five ", the placeholder may be" textbook/description of revenue growth: black body: number five "; if the color information is added as "red", the placeholder can be "textbook/description of revenue growth: black body: and V: red color ".
In a specific embodiment, the step S1 automatically generates a corresponding placeholder and inserts the placeholder into the report template according to the editing operation of the user on the data index in the preset index tree, further including the following steps:
s41, according to a setting instruction of a user, setting the data index as a condition placeholder, and setting a condition met by the condition placeholder, data represented when the condition is met and data represented when the condition is not met.
In this embodiment, a user may set a condition placeholder, wherein a data item corresponding to the condition placeholder changes according to a data item corresponding to a placeholder on which the data item depends. In one implementation, as shown in FIG. 4, the condition placeholder may be represented as a "condition
A: b ", the meaning of the condition placeholder is that when the condition is satisfied, the placeholder represents data of" a ", otherwise" B ", for example, clicking a key (shown as 507) in the graphical user interface to add a condition (shown as 508) to the currently selected index, and selecting or inputting the data (shown as 509) represented by the placeholder when the condition is satisfied and the data (shown as 510) represented by the placeholder when the condition is not satisfied, and automatically generating the corresponding condition placeholder according to the selection of the user in the graphical user interface.
In one implementation, for example, the condition placeholder is "value store/corporate data/M corporation/financial analysis/revenue growth rate: t is>0
Textbook/description of revenue growth: textbook/description of revenue decline ", when the condition" value book/corporate data/M corporate/financial analysis/revenue growth rate: t is>0 "is satisfied, that is, when the income growth rate of company M is positive in the year, the data expressed by the condition placeholder is the text data stored in" textbook/description of income growth ", that is," income growth more than the last year ", otherwise, the data expressed by the condition placeholder is the text data stored in" textbook/description of income reduction ", that is," income reduction more than the last year ".
After the report template is edited, the report template is stored in the template library, so that the corresponding report template is directly extracted from the template library when a corresponding report file needs to be generated at a later stage.
In step S2, when the report file is generated according to the report template, the saved report template is obtained from the template library, for example, when the report file is created, the user can select the report template to be used through the graphical interactive interface, and click the report template (601, 602, 603 shown in fig. 6) given in the list, that is, the report template to be used can be selected.
After the corresponding report template is selected, the placeholders in the report template are identified and extracted, specifically, all the text contents in the report template are read, all the contents are traversed, and all the placeholders are identified according to rules used when the placeholders are inserted. In one implementation, when a placeholder is inserted into a corresponding position of a report template, symbols "{" and "}" are automatically and respectively added before and after the placeholder, when the content of the report template is traversed, if the character is "{", a character string behind the symbol is represented as the placeholder, and the current single placeholder identification is completed when the report template is traversed to the next "}" character. All contents of the report template are traversed, and all placeholders in the report template can be identified by repeating the identification logic.
With reference to fig. 8, in this embodiment, the step S3 includes the following steps:
s51, acquiring the placeholder type of the placeholder, and acquiring a current reference data path and a current reference date if the placeholder is a dynamic placeholder;
s52, combining the relative path information in the reference data path and the placeholder, and analyzing to obtain absolute path information;
s53, calculating the offset of the reference date and the relative time information in the placeholder to obtain absolute time information;
s54, mapping the placeholders and the data indexes in the index tree one by one based on the absolute path information and the absolute time information to generate a corresponding data mapping table.
It should be noted that, in the prior art, the placeholders are static placeholders, that is, one or more data items corresponding to fixed positions in the database through the data mapping table cannot correspond to different positions in the database with different report objects or time, for example, a research report template for M corporation cannot be applied to a research report for N corporation, and the time corresponding to the financial data in the report cannot be automatically updated after the financial report in 2021 year is released, for example, the operating income in 2020 is updated to the operating income in 2021 year, which results in poor universality of the report file.
In the embodiment of the application, the placeholder can be set as a dynamic placeholder, so that the universality of the report template is improved; specifically, in step S51, under the condition that the placeholder is obtained as a dynamic placeholder, a current reference data path and a current reference date of the report template are obtained, where the current reference data path and the reference date may be the reference data path and the reference date set in step S21, or may be the reference data path and the reference date newly set when the report file is created, for example, in an implementation, as shown in fig. 6, assuming that the reference data path set in step S21 is "value base/company data", a user sets a new reference data path through a graphical interaction interface as shown in 604 in fig. 6, and if the newly set reference data path is "value base/company data/M company".
In an embodiment, the reference data path and the reference date may be automatically generated by a preset rule and set as default options, and the user may modify the other options, for example, the reference data path may be set according to the securities being viewed by the user, and assuming that the user is viewing the data of M company, the default setting of the reference data path is "value bank/company data/M company" (as in 604 of fig. 6), and the user may modify the reference data path into other paths by clicking a key in 605 of fig. 6; the reference date may also be set by default to the current date (e.g., 606 in fig. 6) on which the report is written, and the user may set the reference date to other dates by pressing the key 607 in fig. 6.
In the steps S52 and S53, the dynamic placeholder needs to dynamically calculate specific path information and time tag represented by the placeholder according to the obtained reference data path, reference date, placeholder path information, and time information encoding rule. In one implementation, when the placeholder is automatically generated in the edit report template, the time of day is represented using the character "T", the time of day is followed by the character "T + 1", the time of day is followed by the character "T + 2", the time of day is followed by the character "T-1", the time of day is followed by the time of day, the time of day is followed by the character "T-2", and the reference date is 2020 years and 1 year is assumed, the placeholder "value store/company data/M company/profit table/revenue: t, the analyzed path is 'numerical value library/company data/M company/profit table/business income', and the time label is '2020'; the placeholder "value store/company data/M company/profit table/revenue: the path after the T +1 'analysis is' numerical value library/company data/M company/profit table/income, and the time label is '2021'; the placeholder "value store/company data/M company/profit table/revenue: the path after the T-1 'analysis is' numerical library/company data/M company/profit table/income and the time label is '2019'.
When encoding path information according to an index path, a character representing a reference data path is contained in a placeholder, for example, a path of one index is "value base/company data/M company/profit table/revenue", since the reference data path "value base/company data/M company" is set, a generated relative path is "reference data path/profit table/revenue", and when parsing, the given reference data path is combined with the relative path information in the placeholder to parse an absolute path, for example, the placeholder "reference data path/profit table/revenue: 2020', the given reference data path is "numerical library/company data/M company", and the analyzed path information is "numerical library/company data/M company/profit sheet/income".
When the reference data path changes, the path information analyzed according to the same dynamic placeholder changes, for example, when the reference data path is changed to ' numerical library/company data/N company ', the corresponding path information after the relative path analysis is ' numerical library/company data/N company/profit table/revenue; similarly, when the reference time changes, the time stamp resolved according to the same dynamic placeholder changes, for example, when the reference time is changed from 2020 to 2021, then the dynamic placeholder "value base/company data/M company/profit table/revenue: the time tag analyzed by the T +1 is 2022, and research reports of different formulas and research reports in different periods can be generated according to the same report template through the design of the dynamic placeholder, so that the universality of the report template is obviously improved.
It should be noted that the path information of the placeholder corresponds to the path in the index tree, and finally points to a specific data index node, such as the placeholder "value library/company data/M company/profit table/revenue: 2020 ", the path corresponding to the path information in fig. 5 is" value base- > company data- > M company- > profit table- > business income ", and the final data of the direction is" business income ", in this step, as long as the index tree has a node corresponding to the path of" value base/company data/M company/profit table/business income ", the corresponding index can be resolved without depending on other nodes of the index tree, so that the robustness against the structural change in the database is strong, when the database structure changes, the node can be added or deleted in the index number, as long as the node of" business income "is not deleted, the placeholder in the above example can be correctly resolved to the corresponding position in the database; that is, even if the database structures are different, as long as there is data in the corresponding path in the index tree, the data can be automatically extracted without error.
In step S54, it should be noted that the data mapping table is a mapping table from a placeholder to a location of a data item in the database, and in one implementation, the location in the database may be represented by an address of the data item in the database, and in another implementation, the location of the data item in the database may also be represented by an SQL statement that queries the data from the database, as shown in table one below.
Table one:
in this embodiment, when a condition placeholder exists in the report template, it is necessary to calculate the data item to which the condition placeholder is mapped, extract the data corresponding to the other placeholder from the data item, and calculate the data item to which the condition placeholder is mapped according to the value of the data, for example, for the condition placeholder "value library/company data/M company/financial analysis/revenue growth rate: t is>0
Textbook/description of revenue growth: textbook/description of revenue reduction "it is necessary to first calculate the other placeholders on which the conditional placeholder depends, i.e." value book/corporate data/M corporation/financial analysis/revenue growth rate: t "is mapped to a data item, e.g., T =10%, since" T =10%>0 "is satisfied, so the data item mapped to" textbook/description of revenue growth ", i.e.," revenue growth more than the last year "is extracted, and then the conditional placeholder is replaced according to the step S4.
In this embodiment, when the corresponding data item cannot be automatically found in the indicator tree through the path information of the indicator in the placeholder and the time tag corresponding to the data item, one column of the target data position in the data mapping table is empty, the placeholder is ignored when the corresponding placeholder in the report template is replaced, and the placeholder in the generated customs file is still displayed as the character string of the placeholder.
In one embodiment, when the placeholder contains format information, then the format information in the placeholder needs to be parsed, i.e., the placeholder is formulated with format information in step S33-e.g., in one implementation, the placeholder "benchmark datapath/profit sheet/revenue: t: hundred million "indicating that the unit of the data is hundred million", the format of the data needs to be recorded during parsing, and the original format of the data is replaced according to the format setting when the data is replaced in step S4.
In this embodiment, in step S4, data is extracted from the data source according to the position of the data in the database given by the data mapping table, and is filled into the report template, so as to automatically generate a report file; the position of the data item in the data source is obtained according to the information in the analysis placeholder, and the data is extracted from the data source by taking an SQL query statement as an example, as shown in the following table two.
Table two:
it should be noted that, when the placeholder includes format information, data needs to be replaced according to a specified format in the data replacement process, for example, in a general service scenario, there are certain requirements on a unit and a format of a data value, for example, for revenue data of M corporation, a unit "hundred million" is usually used, and two decimal places are reserved, when the placeholder is inserted into the editing report template, the unit and the format information may be encoded into the placeholder according to user preset or selection, and in one implementation, the encoded placeholder and information expressed by the placeholder are shown in table three below.
Table three:
the placeholders are replaced with formatted data as shown in table four below.
Table four:
in this embodiment, traversing the content of the given report template, identifying a specific placeholder in the report template, finding a data value corresponding to the placeholder according to the data mapping table, replacing the placeholder with data with a format according to format information in the placeholder, traversing all contents of the cyclic report template, repeating the above replacement operation, completing replacement of the placeholder in the report template, outputting the replaced report template in a given format, and generating a corresponding report file.
Meanwhile, in this embodiment, the automatically generated report file may be one or more of word, ppt, pdf, and html files, and if a placeholder is inserted into the word, ppt, and html files, a report template is formed, and the placeholder in the report template is replaced, so that the report file of the file type can be generated; in one implementation, the report template may also be output as a file in pdf format.
According to the method for inserting the placeholders and automatically generating the data mapping table, the placeholders are automatically inserted into the report template by clicking data in the example data through a front-end visual interface, so that a general user without computer knowledge can conveniently write the report template; in the second aspect, the method can automatically generate the data mapping table without additionally compiling the data mapping table by a user; in a third aspect, a user can select the type of the placeholder according to actual needs, and if the type of the placeholder is selected as the dynamic placeholder, the data mapping tables generated by the dynamic placeholder are different according to different environment variables such as the study object, the current time and the like, so that a report template is supported to be applied to different study objects and different study periods; in the fourth aspect, the report template generated by the method is strong in universality, because the data mapping table is automatically generated through the placeholder and the index tree structure, the report template which is directly written in one system can be directly applied to the other system, when the database structures are different, the data can be automatically extracted as long as the corresponding path in the index tree has the data, and errors can be avoided.
The embodiment of the present invention further provides a device for inserting a placeholder and generating a data mapping table, where the device for inserting a placeholder and generating a data mapping table is configured to execute any embodiment of the foregoing method for inserting a placeholder and generating a data mapping table. Specifically, referring to fig. 9, fig. 9 is a schematic block diagram of an apparatus for inserting placeholders and generating a data mapping table according to an embodiment of the present invention.
As shown in fig. 9, an apparatus 700 for inserting placeholders and generating a data mapping table, includes:
the template editing unit 701 is used for automatically generating corresponding placeholders and inserting report templates according to the editing operation of a user on data indexes in a preset index tree, and storing the report templates in a template library;
a placeholder identifying unit 702, configured to read a corresponding report template from the template library, and identify and extract a placeholder in the report template;
a placeholder parsing and data mapping table generating unit 703, configured to parse path information and time information corresponding to the placeholder according to the character string in the placeholder, and generate a corresponding data mapping table based on the path information and the time information;
and the report automatic generation unit 704 is configured to extract target data from a data source according to the data mapping table, replace a corresponding placeholder in the report template according to the target data, and generate a report file.
The device supports that placeholders are automatically inserted into the report template by clicking data in the example data through a front-end visual interface, so that a general user without computer knowledge can conveniently write the report template; in the second aspect, the device can automatically generate the data mapping table without additionally compiling the data mapping table by a user; in a third aspect, a user can select the type of the placeholder according to actual needs, if the type of the placeholder is selected as the dynamic placeholder, the data mapping tables generated through the dynamic placeholder are different according to different environment variables such as the research object, the current time and the like, and therefore a report template is supported to be applied to different research objects and different research periods; in the fourth aspect, the report template generated by the device is strong in universality, because the data mapping table is automatically generated through the placeholder and the index tree structure, the report template which can be directly written in one system can be applied to another system, when the database structures are different, as long as data exists in the corresponding path in the index tree, the data can be automatically extracted, and errors can be avoided.
It is clear to those skilled in the art that, for convenience and brevity of description, the specific working processes of the above-described apparatuses and units may refer to the corresponding processes in the foregoing method embodiments, and are not described herein again.
The above-described means for inserting placeholders and generating a data mapping table may be implemented in the form of a computer program which is executable on a computer device as shown in fig. 10.
Referring to fig. 10, fig. 10 is a schematic block diagram of a computer device according to an embodiment of the present invention. The computer device 1100 is a server, and the server may be an independent server or a server cluster including a plurality of servers.
Referring to fig. 10, the computer device 1100 includes a processor 1102, memory and network interface 1105 connected by a system bus 1101, where the memory may include non-volatile storage media 1103 and internal memory 1104.
The non-volatile storage medium 1103 may store an operating system 11031 and computer programs 11032. The computer program 11032, when executed, may cause the processor 1102 to perform a method of inserting placeholders and generating a data mapping table.
The processor 1102 is configured to provide computing and control capabilities that support the operation of the overall computing device 1100.
The internal memory 1104 provides an environment for the execution of the computer program 11032 in the non-volatile storage medium 1103, which computer program 11032, when executed by the processor 1102, may cause the processor 1102 to perform a method of inserting placeholders and generating a data mapping table.
The network interface 1105 is used for network communications, such as to provide for the transmission of data information. Those skilled in the art will appreciate that the configuration shown in fig. 10 is a block diagram of only a portion of the configuration associated with aspects of the present invention and is not intended to limit the computing device 1100 to which aspects of the present invention may be applied, and that a particular computing device 1100 may include more or less components than those shown, or may combine certain components, or have a different arrangement of components.
Those skilled in the art will appreciate that the embodiment of a computer device illustrated in fig. 10 does not constitute a limitation on the specific construction of the computer device, and that in other embodiments a computer device may include more or fewer components than those illustrated, or some components may be combined, or a different arrangement of components. For example, in some embodiments, the computer device may only include a memory and a processor, and in such embodiments, the structures and functions of the memory and the processor are consistent with those of the embodiment shown in fig. 10, and are not described herein again.
It should be appreciated that in embodiments of the present invention, the Processor 1102 may be a Central Processing Unit (CPU), and the Processor 1102 may also be other general purpose processors, Digital Signal Processors (DSPs), Application Specific Integrated Circuits (ASICs), Field Programmable Gate Arrays (FPGAs) or other Programmable logic devices, discrete Gate or transistor logic devices, discrete hardware components, etc. Wherein a general purpose processor may be a microprocessor or the processor may be any conventional processor or the like.
In another embodiment of the invention, a computer-readable storage medium is provided. The computer readable storage medium may be a non-volatile computer readable storage medium. The computer readable storage medium stores a computer program, wherein the computer program, when executed by a processor, implements the method of inserting placeholders and generating a data mapping table of embodiments of the present invention.
The storage medium is an entity and non-transitory storage medium, and may be various entity storage media capable of storing program codes, such as a usb disk, a removable hard disk, a Read-Only Memory (ROM), a magnetic disk, or an optical disk.
It is clear to those skilled in the art that, for convenience and brevity of description, the specific working processes of the above-described apparatuses, devices and units may refer to the corresponding processes in the foregoing method embodiments, and are not described herein again.
While the invention has been described with reference to specific embodiments, the invention is not limited thereto, and various equivalent modifications and substitutions can be easily made by those skilled in the art within the technical scope of the invention. Therefore, the protection scope of the present invention shall be subject to the protection scope of the claims.
Claims (9)
1. A method for inserting placeholders and automatically generating a data mapping table, comprising:
according to the editing operation of a user on data indexes in a preset index tree, automatically generating corresponding placeholders, inserting report templates, and storing the report templates in a template library;
reading a corresponding report template from the template library, and identifying and extracting placeholders in the report template;
analyzing path information and time information corresponding to the placeholder according to the character string in the placeholder, and generating a corresponding data mapping table based on the path information and the time information;
extracting target data from a data source according to the data mapping table, replacing corresponding placeholders in the report template according to the target data, and generating a report file;
the method for automatically generating the corresponding placeholder and inserting the placeholder into the report template according to the editing operation of the user on the data indexes in the preset index tree comprises the following steps:
selecting a corresponding data index according to a selection instruction of a user;
setting a placeholder category corresponding to the data index according to a setting instruction of a user, wherein the placeholder category comprises a static placeholder and a dynamic placeholder;
according to a configuration instruction of a user, configuring format information in a placeholder corresponding to the data index;
and automatically generating a placeholder corresponding to the data index according to a generation instruction of a user and inserting the placeholder into a corresponding position of the report template.
2. The method for inserting placeholders and automatically generating a data mapping table according to claim 1, wherein the automatically generating corresponding placeholders and inserting report templates according to the editing operation of a user on data indexes in a preset index tree comprises:
organizing all data metrics in a database using a metric tree, wherein each data metric corresponds to unique path information, each data metric includes one or more data items, and each data item corresponds to a unique time tag.
3. The method for inserting placeholders and automatically generating a data mapping table according to claim 1, further comprising:
a reference data path and a reference date are set.
4. The method for inserting placeholders and automatically generating a data mapping table according to claim 1, wherein corresponding placeholders are automatically generated and inserted into a report template according to a user editing operation on data indexes in a preset index tree, further comprising:
and setting the data index as a condition placeholder according to a setting instruction of a user, and setting a condition met by the condition placeholder, data represented when the condition is met and data represented when the condition is not met.
5. The method according to claim 3, wherein the step of parsing path information and time information corresponding to the placeholder according to the character string in the placeholder and generating a corresponding data mapping table based on the path information and the time information comprises:
acquiring a placeholder category of the placeholder, and acquiring a current reference data path and a current reference date if the placeholder is a dynamic placeholder;
combining the relative path information in the reference data path and the placeholder, and analyzing to obtain absolute path information;
calculating the offset of the reference date and the relative time information in the placeholder to obtain absolute time information;
and mapping the placeholders and the data indexes in the index tree one by one based on the absolute path information and the absolute time information to generate a corresponding data mapping table.
6. The method for inserting placeholders and automatically generating a data mapping table according to claim 1, wherein before automatically generating corresponding placeholders and inserting report templates according to user editing operations on data indexes in a preset index tree, the method comprises:
recording the data type and the data format of each data index by using a field, wherein the data type comprises a numerical value, a text and a picture;
the replacing the corresponding placeholder in the report template according to the target data includes:
and according to the data type recorded in the domain, carrying out format adjustment on the target data, and replacing the placeholder according to the adjusted target data.
7. An apparatus for inserting placeholders and automatically generating a data mapping table, comprising:
the template editing unit is used for automatically generating corresponding placeholders and inserting the report templates according to the editing operation of a user on the data indexes in the preset index tree, and storing the report templates in a template library;
the placeholder identifying unit is used for reading the corresponding report template from the template library, and identifying and extracting placeholders in the report template;
the placeholder analyzing and data mapping table generating unit is used for analyzing path information and time information corresponding to the placeholder according to the character string in the placeholder and generating a corresponding data mapping table based on the path information and the time information;
the report automatic generation unit is used for extracting target data from a data source according to the data mapping table, replacing corresponding placeholders in the report template according to the target data and generating a report file;
wherein the template editing unit includes:
the selection instruction unit is used for selecting the corresponding data indexes according to a selection instruction of a user;
the setting instruction unit is used for setting placeholder categories corresponding to the data indexes according to a setting instruction of a user, wherein the placeholder categories comprise static placeholders and dynamic placeholders;
the configuration instruction unit is used for configuring format information in the placeholder corresponding to the data index according to a configuration instruction of a user;
and the generating instruction unit is used for automatically generating a placeholder corresponding to the data index according to a generating instruction of a user and inserting the placeholder into a corresponding position of the report template.
8. A computer device comprising a memory, a processor and a computer program stored on the memory and executable on the processor, characterized in that the processor implements the method of inserting placeholders and automatically generating a data mapping table according to any of claims 1 to 6 when executing the computer program.
9. A computer-readable storage medium, characterized in that the computer-readable storage medium stores a computer program which, when executed by a processor, causes the processor to carry out the method of inserting placeholders and automatically generating a data mapping table according to any of claims 1 to 6.
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