CN103838740A - Report engine method - Google Patents

Report engine method Download PDF

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CN103838740A
CN103838740A CN201210477133.9A CN201210477133A CN103838740A CN 103838740 A CN103838740 A CN 103838740A CN 201210477133 A CN201210477133 A CN 201210477133A CN 103838740 A CN103838740 A CN 103838740A
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excel
cell
data
report
control
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唐湘南
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FORESEE TECHNOLOGY Co Ltd
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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00Handling natural language data
    • G06F40/10Text processing
    • G06F40/166Editing, e.g. inserting or deleting
    • G06F40/177Editing, e.g. inserting or deleting of tables; using ruled lines
    • G06F40/18Editing, e.g. inserting or deleting of tables; using ruled lines of spreadsheets
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06FELECTRIC DIGITAL DATA PROCESSING
    • G06F40/00Handling natural language data
    • G06F40/10Text processing
    • G06F40/166Editing, e.g. inserting or deleting
    • G06F40/183Tabulation, i.e. one-dimensional positioning
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
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    • G06Q10/10Office automation; Time management

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Abstract

The embodiment of the invention provides a report engine method so that the intelligence degree of a report data acquisition system can be improved. The method comprises the steps that the report content of a primary table and the report contents of all attached tables are customized through Excel; a report widget is generated for encapsulation of Excel templates, wherein the report widget can be used for loading the Excel templates, inputting data, and importing and exporting Excel/XML data.

Description

A kind of Report Engine method
Technical field
The present invention relates to the field of handling official business online, particularly a kind of Report Engine method.
Technical background
Along with the raising of tax authorities at various levels of China IT application level, various collection management systems, report data collection system, report query analytic system are arisen at the historic moment, the application of these advanced infotecies, in tax jurisdiction work, bring into play important effect, greatly improve the management level of the tax authority of China, reduced taxpayer and do time and the human cost of tax.But along with the raising of the development of tax revenue business and the requirement of the degree that becomes more meticulous of tax jurisdiction, the tax authority need to gather more complete, complicated report data to taxpayer, and current IT application level can't meet service needed completely, cause taxpayer still to need to carry a large amount of paper materials, by tax staff's typing expropriation and management system, every reporting period, declare hall overstaffed, tax staff also suffers untold misery.Although some area provides data acquisition software for taxpayer, because some form is very complicated, for example enterprise income tax annual statement table, except master meter, also has tens subordinate lists.The relation of master meter and subordinate list is to gather and detailed relation, the detailed data of the each tax revenue project of subordinate list typing, and master meter shows the combined data of subordinate list detailed data, the combined data of master meter produces restricting relation to the detailed data of other subordinate lists again simultaneously.Therefore, in the table of each form, have a lot of complicated computational logics between table, and along with these computational logics of development of business can often change.Due to technical limitation, in these forms, the maintenance of computational logic must be very difficult, cause the operational efficiency of validity, accuracy, integrality and the software of data to be protected, taxpayer declares a form may need repeatedly to come and go the tax authority, and the work efficiency of the work efficiency on taxpayer, the tax authority, taxpayer's satisfaction has all caused very large impact like this.Based on this, in the urgent need to exploring a kind of new Report Engine method, to solve the problem running in complex report forms data acquisition.
Summary of the invention
In view of this, the embodiment of the present invention provides a kind of Report Engine method, to improve the degree of intelligence of report data collection system.
In order to achieve the above object, a kind of Report Engine method that the embodiment of the present invention provides comprises:
Use the form content of Excel customization master meter and each subordinate list;
Generation provides the encapsulation Excel report controls of template, and described report controls can be used for loading Excel template, logging data, imports and exports Excel/XML data.
Wherein, described report controls be further used for increasing/delete dynamic row and/or show fill in a form explanation and/or show check information and/or dynamic control unit lattice can editing mode and/or save data and/or submit data and/or printing reports to.
Wherein, described report controls is positioned at client, and/or B/S system, and/or in IE browser.
Wherein, further comprise and use the configuration of Excel custom-built system and/or verification rule and/or fill in a form explanation and/or XML data message form content.
Wherein, described system configuration comprises: service attribute and/or worksheet control and/or cell control;
The explanation of filling in a form of the described explanation dispensing unit lattice of filling in a form
Verification rule and the corresponding information of described verification rule configuration cell;
Described XML message configures by the mode of formula, and the value of the cell of required image data is mapped to an XML message.
Wherein, described service attribute comprises title, major key, value, numerical value source and/or is set opportunity;
Described worksheet control comprises control: display Name, whether show, Print direction, print scaling ratio;
Described cell control configuration need to be carried out the attribute of the cell of dynamically controlling.
Wherein, access described service attribute or described XML data message form by Excel access interface.
Wherein, after service attribute or data cells change, described report controls recalculates each formula cell automatically;
Automatically more new sheet control configuration information, cell control configuration information, fill in a form explanation configuration information, verification rule configuration information;
According to the worksheet control configuration information of automatic renewal, cell control configuration information, fill in a form explanation configuration information, verification rule configuration information, again worksheet and cell are controlled.
The Report Engine method that the embodiment of the present invention provides, based on Excel custom built forms, solve the complicacy of Report Customization, improve the degree of intelligence of report data collection system, effectively reduce the difficulty that taxpayer fills in form, promote accuracy, real-time, the standardization of institute's image data, and improve the satisfaction of taxpayer to paying taxes service.
Accompanying drawing explanation
Fig. 1 is the method flow diagram of a kind of Report Engine of the embodiment of the present invention.
Fig. 2 is Excel template master meter configuration schematic diagram of the present invention.
Fig. 3 is Excel template service attribute configuration schematic diagram of the present invention.
Fig. 4 is Excel form fixer tabulation control configuration schematic diagram of the present invention.
Fig. 5 is Excel modular unit lattice control configuration schematic diagram of the present invention.
Fig. 6 is Excel template verification rule configuration schematic diagram of the present invention.
Fig. 7 is fill in a form explanation configuration intention of Excel template of the present invention.
Fig. 8 is Excel template XML data message configuration schematic diagram of the present invention.
Embodiment
For making the object, technical solutions and advantages of the present invention clearer, below in conjunction with accompanying drawing, the present invention is described in further detail.
Object of the present invention is achieved through the following technical solutions: use Excel report customization content, master meter, subordinate list respectively account for a worksheet, increase in addition system configuration, verification rule, four the auxiliary functional worksheets such as explanation, XML data message of filling in a form, wherein system configuration comprises: service attribute, worksheet control, cell control; The encapsulation Excel data acquisition client of template is further provided, system is by reading the configuration of back work table, realize the control to Excel template, the logic of form complexity is encapsulated in Excel template and client, thereby provides unification, standard, easy user interface to system user.
Fig. 1 is the method flow diagram of a kind of Report Engine of the embodiment of the present invention.As shown in Figure 1, the method comprises:
Step 101: use Excel report customization content.The respectively corresponding worksheet of master meter and each subordinate list, increases system configuration, verification rule, four the auxiliary functional worksheets such as explanation, XML data message of filling in a form in addition, and wherein system configuration comprises: service attribute, worksheet control, cell control.
Described report customization content, is the customization to master meter and subordinate list, realizes the lines of form by the Graphicxtras Frames Collection of setting unit lattice; Title by setting unit lattice font, color, size, pattern, alignment thereof etc. are controlled the pattern of different literals; Distinguish computing formula cell and general cell by the background color of setting unit lattice, the background color of computing formula cell is grey, and the background color of general cell lattice is white; Whether whether lock control module lattice by setting unit lattice and can revise, unchangeable cell (comprising the cell that formula calculates), it is non-locking allowing the cell of input if being set to locking; Realize the computational logic between cell with Excel formula, Excel formula is supported complicated computing function and condition judgment grammer, is enough to process complicated computational logic.
Described service attribute configuration, it is the region that increases " service attribute " in " system configuration " worksheet, the service attribute that form need to be used adds the inside, region to, data acquisition system (DAS) can be accessed these service attributes by Excel access interface, and other cells also can be quoted the value of these service attributes.Each service attribute comprises with following: title, major key (data acquisition system (DAS) visits service attribute according to major key), value (can be default values, can be result of calculation, also can be the value that data acquisition system (DAS) is write into), numerical value source (data acquisition system (DAS) is obtained data wherefrom), be set opportunity (data acquisition system (DAS) is renewal value when, comprising: when newly-built form, when initialization form, while opening form, while preserving form etc.).According to value source and the setting that be set opportunity, reporting system is set to the value of service attribute in Excel form.
Described worksheet control configuration is in " system configuration " worksheet, to increase " worksheet control " region, the attribute of configuration effort table: display Name, whether show, Print direction, print scaling ratio.Wherein, whether show generally and can calculate by service attribute.In the time of the user towards different classes of, so control can realize different user and see the object of different operating table.
Described cell control configuration, be in " system configuration " worksheet, to increase " cell control " region, configuration need to be carried out the attribute of the cell of dynamically controlling: cell explanation (present position of general remark cell or ranks and the reason of configuration), worksheet sequence number, cell ranks sequence number, whether can edit, whether visible, replace sequence number, replacement value (can be computing formula) etc.Whether whether can edit is generally that the value of cell in the value by service attribute or form calculates, be supported in dynamic calculation and dynamic control unit lattice in the process of filling in a form and can edit.Whether visible is also generally that the value of cell in value by service attribute or form calculates, be supported in the process of filling in a form dynamic calculation and dynamic control unit lattice whether as seen, but due to Excel restriction, generally do not control separately a cell whether as seen, but control some row or whether some row is visible.Replace sequence number and be also generally dynamic calculation out, result of calculation if 0 do not replace, otherwise hypothesis result of calculation is N, gets the value of the row of N thereafter and replaces.
Described verification rule configuration, is in " verification rule " worksheet, to increase " verification rule " region, verification rule and the corresponding information of dispensing unit lattice.Configuration information comprises: worksheet names, worksheet sequence number, cell region, whether effectively, position indicating information, verification information etc.Effectively whether value generally calculates by formula, if result of calculation is 0, is considered as verification and does not pass through, and data acquisition system (DAS) judges whether to point out this check information accordingly.
The described explanation configuration of filling in a form is in " explanation of filling in a form " worksheet, to increase " explanation of filling in a form " region, the explanation of filling in a form of dispensing unit lattice.Configuration information comprises: worksheet names, worksheet sequence number, cell region, the description of filling in a form.The description of filling in a form is generally static text, also supports to draw according to computing formula dynamic calculation.In the process of filling in a form, when focus is navigated to certain cell by user, if this cell has the corresponding explanation of filling in a form, data acquisition system (DAS) is this description of filling in a form by prompting.
Described XML message configuration, is in " XML message " worksheet, by the mode of formula, the value of the cell of required image data is mapped to an XML message, and data acquisition system (DAS) therefrom reads XML message content by Excel interface.
Step 102: generate the encapsulation Excel report controls of template is provided.This report controls can be integrated in client and use, and also can be integrated in B/S system and use in IE browser.The function of this control mainly comprises: load Excel template, logging data, derivation Excel/XML data, import Excel/XML data, increase/deletions dynamically row, show the explanation of filling in a form, demonstration check information, dynamic control unit lattice can editing mode, save data, submission data, printing reports.In the time that user opens form, system call report controls loads Excel template and shows in interface.If form is to load first, report controls can be accessed corresponding service end interface according to the definition of Excel template the inside and be obtained initialization data, and initialization data is write to the data cells of service attribute configuration or form.After service attribute or data cells change, report controls recalculates each formula cell automatically, worksheet control configuration information, cell control configuration information, the explanation configuration information of filling in a form, verification rule configuration information also can be upgraded accordingly, then report controls is applied these configuration informations worksheet and cell is re-started to control, and in interface, shows current check information.After form loaded, user can carry out these operations: 1) logging data in editable cell, typing mode, except text box input mode, is also supported the modes such as single choice, final election, date selection, drop-down selection, filtrable code table selection; 2) current form is exported as to Excel file or the data of current form are exported as to XML file; 3) will meet data importing in Excel file or the XML file of form in current form; 4) increase or Delete Row being configured to the dynamically region of row; 5) preserve current form, report controls can be kept at report file this locality or be kept at service end by service end interface; 6) submit current form to, report controls is called corresponding service end interface the XML data of form is submitted to transaction processing system; 7) print current form, user-selected master meter or subordinate list are printed to printer by report controls.In user's operating process, report controls is upgraded various configuration informations according to the data of user's input or importing in real time, to show up-to-date fill in a form explanation, check information etc.
The present invention has following advantage: use Excel report customization and carry out the method for Function Extension by configuration, both can make full use of the customization function that Excel is powerful, can break through again the limitation of Excel and expand new function, effectively solve the series of problems of complex report forms customization; Both support complete Excel formula function, can increase again self-defining formula function, and realized formula based on Excel kernel, in performance, had significant advantage; Can carry out exchanges data by the XML data message of standard and external system, solve the problem that multiple data among systems cannot exchange; Support dynamic, real-time fill in a form prompting and data check, provide excellent user to experience; Mode with control realizes, and supports the integrated of C/S and B/S system.Compared with prior art, the present invention had both solved the difficult problem of complex report forms customization at the aspect such as pattern, computational logic, also had larger advantage at aspects such as user's experience, exchanges data, the system integrations.
The implementation procedure of the Report Engine method that the embodiment of the present invention provides is described with concrete instance below.The implementation procedure of " 2008 annual enterprise income tax annual statement table (resident's category-A) ".
Enterprise income tax annual statement table comprises 1 master meter, 11 subordinate lists, and wherein subordinate list two and subordinate list three all comprise three different tables, and operation regulation need to judge which table of actual use according to the service attribute of enterprise.According to foregoing invention explanation, increase in addition three worksheets and complete auxiliary configuration.
As shown in Figure 2, customize master meter with Excel, the content in red circle is the computing formula of " operation revenue " project, and the cell of having quoted multiple subordinate lists calculates, and uses the condition judgment of multilayer nest.
As shown in Figure 3, use the service attribute of Excel configuration form.These attributes are all in the newly-built form of data acquisition system (DAS), and taxpayer's practical business property value is set to wherein, allow other computing formula quote.
As shown in Figure 4, use the worksheet control of Excel configuration form.What in red block, show is the computing formula whether " subordinate list 1.1 " shows, this computing formula is calculated according to " type of business " shown in Fig. 2, " taxpayer's classification ", " collection mode ", if result of calculation is 1, and demonstration, otherwise do not show.The configuration of " subordinate list 1.2 ", " subordinate list 1.3 ", " subordinate list 2.1 ", " subordinate list 2.2 ", " subordinate list 2.3 " is similar to the configuration of " subordinate list 1.1 ".And four worksheets such as " system configuration ", " verification rule ", " explanation of filling in a form ", " XML message " are all directly configured to 0, because these are all complementary worksheets, user does not need to check.
As shown in Figure 5, use the cell control of Excel configuration form.Whether can edit, replace three row such as sequence number, wherein whether be as seen all to calculate result by formula.If the result of calculation of visible columns is 1, visible, otherwise hide; If whether can edit the result of calculation of row is 1, can edits, otherwise be read-only; If replacing the result of calculation of sequence number row is 0, without replacement, is 1 else if, use the content replacement of " replacement value 1 ", so analogize.
As shown in Figure 6, use the verification rule of Excel configuration form.Effectively the value of row is to calculate result by formula, and in the process of filling in a form dynamic calculation, once the data of user's input have logical problem just can immediately see verification prompting, and data be corrected after verification point out and also can immediately remove.
As shown in Figure 7, use the explanation of filling in a form of Excel configuration form.This configuration is static content, and system just all reads out in loading form.
As shown in Figure 8, use the XML data message of Excel configuration form.Computing formula in red circle has been shown the XML content that how value of nodename and cell is assembled into a node.
The foregoing is only preferred embodiment of the present invention, in order to limit the present invention, within the spirit and principles in the present invention not all, any modification of doing, be equal to replacement etc., within all should being included in protection scope of the present invention.

Claims (8)

1. a Report Engine method, is characterized in that, comprising:
Use the form content of Excel customization master meter and each subordinate list;
Generation provides the encapsulation Excel report controls of template, and described report controls can be used for loading Excel template, logging data, imports and exports Excel/XML data.
2. the method for claim 1, it is characterized in that, described report controls be further used for increasing/delete dynamic row and/or show fill in a form explanation and/or show check information and/or dynamic control unit lattice can editing mode and/or save data and/or submit data and/or printing reports to.
3. the method for claim 1, is characterized in that, described report controls is positioned at client, and/or B/S system, and/or in IE browser.
4. the method for claim 1, is characterized in that, further comprises and uses the configuration of Excel custom-built system and/or verification rule and/or fill in a form explanation and/or XML data message form content.
5. method as claimed in claim 4, is characterized in that, described system configuration comprises: service attribute and/or worksheet control and/or cell control;
The explanation of filling in a form of the described explanation dispensing unit lattice of filling in a form;
Verification rule and the corresponding information of described verification rule configuration cell;
Described XML message configures by the mode of formula, and the value of the cell of required image data is mapped to an XML message.
6. method as claimed in claim 5, is characterized in that, described service attribute comprises title, major key, value, numerical value source and/or be set opportunity;
Described worksheet control comprises control: display Name, whether show, Print direction, print scaling ratio;
Described cell control configuration need to be carried out the attribute of the cell of dynamically controlling.
7. the method as described in claim 4 or 6, is characterized in that, accesses described service attribute or described XML data message form by Excel access interface.
8. method as claimed in claim 5, is characterized in that, after service attribute or data cells change, described report controls recalculates each formula cell automatically;
Automatically more new sheet control configuration information, cell control configuration information, fill in a form explanation configuration information, verification rule configuration information;
According to the worksheet control configuration information of automatic renewal, cell control configuration information, fill in a form explanation configuration information, verification rule configuration information, again worksheet and cell are controlled.
CN201210477133.9A 2012-11-21 2012-11-21 Report engine method Pending CN103838740A (en)

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Cited By (14)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
CN104077665A (en) * 2014-07-10 2014-10-01 国家电网公司 Power grid project manufacturing cost analysis data collecting system and method
CN104361119A (en) * 2014-12-02 2015-02-18 中国农业银行股份有限公司 Data cleaning method and system
CN104881275A (en) * 2015-02-11 2015-09-02 中国农业银行股份有限公司 Electronic spreadsheet generating method and device
CN105868171A (en) * 2015-01-21 2016-08-17 ***(深圳)有限公司 Checking method and device of Excel file
CN105975473A (en) * 2016-01-19 2016-09-28 北京匡恩网络科技有限责任公司 Customized trend analysis subsystem
CN106021594A (en) * 2016-06-06 2016-10-12 福建榕基软件股份有限公司 Database table and XML message mapping processing method and system
CN107544808A (en) * 2017-09-07 2018-01-05 北京奥威科软信息技术有限公司 The generation method and device of a kind of web form
CN108763185A (en) * 2018-05-31 2018-11-06 苏州市计量测试院 The method of calibration and system of Excel file
CN112307729A (en) * 2020-11-04 2021-02-02 恒瑞通(福建)信息技术有限公司 Online filling report generation method and terminal
CN112633839A (en) * 2020-12-25 2021-04-09 山东浪潮通软信息科技有限公司 Automatic tax declaration method and device based on NoSql and storage medium
CN113255314A (en) * 2021-07-08 2021-08-13 广东省特种设备检测研究院中山检测院 Configurable report template system implementation method, electronic equipment and storage medium
CN113344530A (en) * 2021-06-10 2021-09-03 夏果夫 Method for rapidly manufacturing building construction support by using EXCEL
CN115204126A (en) * 2022-09-19 2022-10-18 北京必盈特信息技术有限公司 Data filling method and device by utilizing online Excel
CN115794043A (en) * 2023-01-31 2023-03-14 帆软软件有限公司帆软南京分公司 Calculation system and calculation method for table data aggregation processing of BI tool

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* Cited by examiner, † Cited by third party
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CN104077665B (en) * 2014-07-10 2016-04-06 国家电网公司 Electricity power engineering analysis of prices data gathering system and method
CN104077665A (en) * 2014-07-10 2014-10-01 国家电网公司 Power grid project manufacturing cost analysis data collecting system and method
CN104361119B (en) * 2014-12-02 2018-03-06 中国农业银行股份有限公司 A kind of method and system of data scrubbing
CN104361119A (en) * 2014-12-02 2015-02-18 中国农业银行股份有限公司 Data cleaning method and system
CN105868171B (en) * 2015-01-21 2019-04-30 中移信息技术有限公司 A kind of method of calibration and device of Excel file
CN105868171A (en) * 2015-01-21 2016-08-17 ***(深圳)有限公司 Checking method and device of Excel file
CN104881275B (en) * 2015-02-11 2018-08-28 中国农业银行股份有限公司 A kind of electronic report forms generation method and device
CN104881275A (en) * 2015-02-11 2015-09-02 中国农业银行股份有限公司 Electronic spreadsheet generating method and device
CN105975473A (en) * 2016-01-19 2016-09-28 北京匡恩网络科技有限责任公司 Customized trend analysis subsystem
CN106021594A (en) * 2016-06-06 2016-10-12 福建榕基软件股份有限公司 Database table and XML message mapping processing method and system
CN110222237B (en) * 2016-06-06 2021-01-19 福建榕基软件股份有限公司 Method and system for converting database table and XML message
CN106021594B (en) * 2016-06-06 2019-06-11 福建榕基软件股份有限公司 The mapping treatment method and its system of database table and XML message
CN110222237A (en) * 2016-06-06 2019-09-10 福建榕基软件股份有限公司 The conversion method and its system of database table and XML message
CN107544808A (en) * 2017-09-07 2018-01-05 北京奥威科软信息技术有限公司 The generation method and device of a kind of web form
CN108763185A (en) * 2018-05-31 2018-11-06 苏州市计量测试院 The method of calibration and system of Excel file
CN112307729A (en) * 2020-11-04 2021-02-02 恒瑞通(福建)信息技术有限公司 Online filling report generation method and terminal
CN112633839A (en) * 2020-12-25 2021-04-09 山东浪潮通软信息科技有限公司 Automatic tax declaration method and device based on NoSql and storage medium
CN113344530A (en) * 2021-06-10 2021-09-03 夏果夫 Method for rapidly manufacturing building construction support by using EXCEL
CN113255314A (en) * 2021-07-08 2021-08-13 广东省特种设备检测研究院中山检测院 Configurable report template system implementation method, electronic equipment and storage medium
CN113255314B (en) * 2021-07-08 2021-10-12 广东省特种设备检测研究院中山检测院 Configurable report template system implementation method, electronic equipment and storage medium
CN115204126A (en) * 2022-09-19 2022-10-18 北京必盈特信息技术有限公司 Data filling method and device by utilizing online Excel
CN115794043A (en) * 2023-01-31 2023-03-14 帆软软件有限公司帆软南京分公司 Calculation system and calculation method for table data aggregation processing of BI tool

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Application publication date: 20140604