Report data generating method and system

A report data and generation system technology, which is applied in data processing applications, electronic digital data processing, special data processing applications, etc. process, improve work efficiency, accurately grasp and monitor the effect

Active Publication Date: 2013-12-25
BEIJING JOIN CHEER SOFTWARE
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  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] The main purpose of the embodiments of the present invention is to provide a method and system for generating report data, so as to solve the problem of excessive workload due to the need for data processing by both parties during the docking process of report data and financial data, and the inability to realize financial data The problem of tracing back to the processing process of report data

Method used

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  • Report data generating method and system
  • Report data generating method and system

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Embodiment 1

[0034] An embodiment of the present invention provides a method for generating report data, figure 1 is a flowchart of a method for generating report data according to an embodiment of the present invention, such as figure 1 As shown, the report data generation method includes:

[0035] Data source configuration step 101: create or modify a data source, and set the data source information and database connection information in the data source;

[0036]Unit mapping configuration step 102: setting reporting unit information and accounting unit information, and configuring unit mapping information according to the data source, reporting unit information and accounting unit information;

[0037] Financial extraction formula scheme configuration step 103: select a financial extraction formula scheme and a statement according to the report example, and generate a financial extraction formula according to the selected financial extraction formula scheme and statement;

[0038] Data...

Embodiment 2

[0072] The embodiment of the present invention also provides a report data generation system, Figure 8 is a schematic structural diagram of a report data generating system according to an embodiment of the present invention, such as Figure 8 As shown, the report data generation system includes: a data source configuration unit 1 , a unit mapping configuration unit 2 , a financial extraction formula scheme configuration unit 3 and a data extraction unit 4 .

[0073] The data source configuration unit 1 is used to create or modify a data source, and set the data source information and database connection information in the data source;

[0074] In the embodiment of the present invention, the data source configuration unit 1 is used to create, modify or delete a data source, and set the data source information and database connection information, thereby realizing the configuration process of the data source, which is used for maintaining data extraction and perspective query. ...

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Abstract

The invention provides a report data generating method and a report data generating system. The method comprises the following steps including a data source configuration step: building a new data source or modifying the data source, and setting data source information in the data source and database connecting information; a unit mapping configuration step: setting report unit information and checking unit information, and configuring unit mapping information according to the data source, the report unit information and the checked unit information; a financial extraction formula scheme configuration step: selecting a financial extraction formula scheme and a report according to a report example, and generating a financial extraction formula according to the selected financial extraction formula scheme and the report; a data extraction step: receiving number selection conditions, including service schemes, years, periods, unit ranges and report ranges, selected by the users, and selecting the financial extraction formula scheme used for the data extraction from the financial extraction formula scheme according to the number selection condition, extracting data according to the number taking condition and the financial extraction formula scheme used for the data extraction, filling reports in the report range, and generating the report data.

Description

technical field [0001] The present invention relates to a report processing technology, in particular to a method and system for generating report data. Background technique [0002] Most of the existing docking of report data and financial data starts from the report form or related financial indicators that need to be docked. It is required to process the report data and financial data together for the docking target. Develop a program that accepts fixed form data or indicator data, and the processing of financial data needs to generate relevant data for the report form or indicators that need to be connected. It can be seen that corresponding processing is required for both report data and financial data The development of the process, the development workload of report data and financial data, and the joint debugging workload are very huge. The cost of development and joint debugging of both parties is relatively high, and if one party deviates from the requirements, it ...

Claims

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Application Information

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IPC IPC(8): G06F17/30G06Q10/06
Inventor 曾超郭峰黄瑞王站周峰
Owner BEIJING JOIN CHEER SOFTWARE
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