CN109359279B - Report generation method, report generation device, computer equipment and storage medium - Google Patents
Report generation method, report generation device, computer equipment and storage medium Download PDFInfo
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- CN109359279B CN109359279B CN201810950297.6A CN201810950297A CN109359279B CN 109359279 B CN109359279 B CN 109359279B CN 201810950297 A CN201810950297 A CN 201810950297A CN 109359279 B CN109359279 B CN 109359279B
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Abstract
The present invention relates to the field of big data technologies, and in particular, to a report generating method, a report generating device, a computer device, and a storage medium. The method comprises the following steps: acquiring a demand target for a target sales product, wherein the demand target is derived from user input or analysis of product information based on the target sales product; according to the demand target, analyzing an index required by the demand target to reach; acquiring data information conforming to the index; and generating a report corresponding to the demand target according to the data information. According to the demand target, analyzing the index required by the demand target to achieve, obtaining data information meeting the index, generating a report according to the data information, and manually collecting data and manually making the report, so that the problem that the labor cost is too high due to the fact that the existing report needs to manually collect data and manually finish making the report is solved.
Description
Technical Field
The present invention relates to the field of big data technologies, and in particular, to a report generating method, a report generating device, a computer device, and a storage medium.
Background
In the prior art, the report needs to be set at first, after the index is set, the data is collected manually, then the data is processed manually, then the report is manufactured manually, if the index set before is not right, or the index set before needs to be changed, the data is collected again, and then the report can be manufactured manually, so that the labor cost is too high.
Disclosure of Invention
Aiming at the defects of the prior art, the invention provides a report generation method, a report generation device, computer equipment and a storage medium, and aims to solve the problems that the existing report needs to be manually collected data and the report is manually manufactured, so that the labor cost is too high.
The technical scheme provided by the invention is as follows:
a report generation method, the method comprising:
acquiring a demand target for a target sales product, wherein the demand target is derived from user input or analysis of product information based on the target sales product;
according to the demand target, analyzing an index required by the demand target to reach;
acquiring data information conforming to the index;
and generating a report corresponding to the demand target according to the data information.
Further, the step of acquiring the data information meeting the index includes:
and acquiring the data information meeting the index from an internal system, or/and acquiring the data information meeting the index from an external system.
Further, the demand target is a number of specific sales of the target sales product when the target sales product is a first year sales, and the demand target is an annual growth rate with respect to a number of last year sales of the target sales product when the target sales product is a non-first year sales.
Further, the step of analyzing the index required for achieving the requirement target according to the requirement target includes:
presetting different preset indexes corresponding to different demand targets;
matching the demand targets in preset demand targets to obtain matched preset demand targets;
and obtaining the index required for achieving the requirement target according to the preset index corresponding to the matched preset requirement target.
Further, when the demand target is derived from analysis of product information based on the target sales product, in the step of acquiring the demand target regarding the target sales product, it includes:
Acquiring product information of the target sales product, wherein the product information comprises product characteristics and the current development stage of the product;
searching products of the same type according to the product characteristics;
and formulating a demand target according to the sales conditions of the same type of products corresponding to the current development stage of the target sales product.
Further, after the step of acquiring the demand target regarding the target sales product, it includes:
judging whether the demand target is input by a user;
if the demand target is input by a user, acquiring product information, wherein the product information comprises product characteristics and the current development stage of the product;
searching products of the same type according to the product characteristics;
according to the sales conditions of the same type of products corresponding to the current development stage of the target sales products, a first demand target is formulated;
comparing the demand target with the first demand target;
and if the difference between the two is out of the preset threshold range, warning prompt is carried out.
Further, after the step of generating a report to the target sales product based on the data information, the method includes:
Acquiring an increased demand target;
acquiring the increased data information corresponding to the index meeting the increased demand target according to the increased demand target;
generating an inserted report corresponding to the increased demand target according to the increased data information;
and inserting the inserted report into the report.
The invention also provides a report generating device, which comprises:
a demand target acquisition module for acquiring a demand target regarding a target sales product, wherein the demand target is derived from user input or analysis of product information based on the target sales product;
the analysis module is used for analyzing indexes required by the achievement of the demand target according to the demand target;
the data information acquisition module is used for acquiring data information conforming to the index;
and the generation module is used for generating a report corresponding to the demand target according to the data information.
The invention also provides a computer device comprising a memory storing a computer program and a processor implementing the steps of any of the methods described above when the processor executes the computer program.
The invention also provides a computer readable storage medium having stored thereon a computer program which when executed by a processor performs the steps of the method of any of the preceding claims.
According to the technical scheme, the invention has the beneficial effects that: according to the demand target, analyzing the index required by the demand target to achieve, obtaining data information meeting the index, generating a report according to the data information, and manually collecting data and manually making the report, so that the problem that the labor cost is too high due to the fact that the existing report needs to manually collect data and manually finish making the report is solved.
Drawings
FIG. 1 is a flowchart of a report generation method provided by an embodiment of the present invention;
FIG. 2 is a functional block diagram of a report generating apparatus according to an embodiment of the present invention;
fig. 3 is a schematic block diagram of a computer device to which an embodiment of the present invention is applied.
Detailed Description
The present invention will be described in further detail with reference to the drawings and examples, in order to make the objects, technical solutions and advantages of the present invention more apparent. It should be understood that the specific embodiments described herein are for purposes of illustration only and are not intended to limit the scope of the invention.
As shown in fig. 1, the embodiment of the invention provides a report generating method, which is mainly applied to the fields of finance and insurance, and comprises the following steps:
Step S101, obtaining a demand target about a target sales product, wherein the demand target is derived from user input or analysis of product information based on the target sales product.
The demand target is a sales amount with respect to the target sales product, the demand target is a specific sales amount of the target sales product when the target sales product is sales in the first year, and the demand target is an annual growth rate with respect to the sales amount of the target sales product in the last year when the target sales product is sales in the non-first year. Demand targets may originate from business parties, as well as from the target sales products themselves. When the demand target is sourced from a business party, the input of the business party is needed, and when the demand target is sourced from a target sales product, the analysis of product information is needed, and the demand target can be obtained through the analysis.
When the demand target is derived from the target sales product, the demand target is derived from the product characteristics of the target sales product, and is mainly generated according to how the product characteristics of the target sales product are promoted to customers.
In this embodiment, the requirement target is manually input with a requirement task after the product feature analysis of the target sales product is manually performed, so as to obtain the requirement target. The demand target may be through a keyboard input, a touch input to a touch screen, or a voice input.
In some embodiments, the demand targets do not need to be manually entered, but rather are obtained after analysis. In step S101, it includes:
acquiring product information of the target sales product, wherein the product information comprises product characteristics and the current development stage of the product;
searching products of the same type according to the product characteristics;
and formulating a demand target according to the sales conditions of the same type of products corresponding to the current development stage of the target sales product.
Product information is acquired, wherein the product information comprises product characteristics and the current development stage of the product, and the current development stage of the product comprises the stages of starting, middle development stage or end development stage and the like. And searching products of the same type according to the product characteristics, for example, the product characteristics are liability risks of a third party in the automobile insurance products, the products of the same type are other risk types in the automobile insurance products, and formulating a demand target according to the sales conditions of the products of the same type corresponding to the stage in which the target sales products are currently developed, so as to acquire the demand target. For example, the A insurance product is obtained, product information of the A insurance product is obtained, the product information comprises the type of dangerous seed, release time, number of people purchased, annual growth rate, reimbursement condition and the like of the A insurance product, the analysis means are mainly used for analyzing the A insurance product information through data, further obtaining the product characteristics of the A insurance product and the current stage of the A insurance product, the stage comprises the stage of starting, middle development stage or final stage and the like, if the A insurance product is in the starting stage, searching the product with the same type as the product characteristics of the A insurance product, searching the sales condition of the A insurance product in the same stage according to the sales condition of the product with the same type, and formulating a demand target, thereby obtaining the demand target.
In some embodiments, after step S101, comprising:
judging whether the demand target is input by a user;
if the demand target is input by a user, acquiring product information, wherein the product information comprises product characteristics and the current development stage of the product;
searching products of the same type according to the product characteristics;
according to the sales conditions of the same type of products corresponding to the current development stage of the target sales products, a first demand target is formulated;
comparing the demand target with a first demand target;
and if the difference between the two is out of the preset threshold range, warning prompt is carried out.
After the demand target is acquired, the demand target is required to be judged, whether the demand target is user input or not is judged, the judging mode comprises checking an acquisition path of the demand target, whether the demand target is user input or not can be judged by checking the acquisition path of the demand target, if the demand target is user input, information of a product is acquired, the product information comprises product characteristics and the stage in which the product is currently developed, and the stage in which the product is currently developed comprises the stage of starting, developing middle stage or final stage and the like. And searching products of the same type according to the product characteristics, for example, the product characteristics are liability risks of a third party in the automobile insurance products, wherein the products of the same type are other risk types in the automobile insurance products, and formulating a first demand target according to sales conditions of the products of the same type corresponding to the stage in which the target sales products are currently developed, so as to acquire the first demand target. After the first demand target is obtained, comparing the demand target with the first demand target, and if the difference between the demand target and the first demand target is larger, carrying out warning prompt, wherein the difference between the demand target and the first demand target is judged to be a judgment standard, if the difference between the demand target and the first demand target is within a preset threshold range, the difference between the demand target and the first demand target is not larger, and if the difference between the demand target and the first demand target is outside the preset threshold range, the difference between the demand target and the first demand target is larger.
In this embodiment, the target of achieving the demand may be one index or a plurality of indexes.
Step S102, analyzing indexes required by the demand target to reach according to the demand target.
Step S103, obtaining data information conforming to the index.
In the present embodiment, in step S102, it includes:
presetting to achieve different preset indexes corresponding to different demand targets;
matching the demand targets in preset demand targets to obtain matched preset demand targets;
and obtaining an index required for achieving the requirement target according to the preset index corresponding to the matched preset requirement target.
In this embodiment, in order to quickly match the demand target with the preset demand target, the preset demand target is a range value. The demand targets are matched in the preset demand targets, after the demand targets are successfully matched, the matched preset demand targets are obtained, and because the preset demand targets correspond to one preset index, the index achieving the demand targets can be obtained according to the preset index corresponding to the matched preset demand targets. In this embodiment, the preset index includes sales objects, sales person numbers, and sales person features.
In some embodiments, in step S102, comprising:
obtaining product characteristics of the target sales product;
searching products of the same type according to the product characteristics;
according to the corresponding sales conditions of the same type of product and the demand target, acquiring historical indexes of the corresponding sales conditions of the same type of product and the demand target;
and obtaining the index required for achieving the demand target according to the historical index.
Obtaining product characteristics of target sales products, searching for products of the same type according to the product characteristics, obtaining historical indexes of the products of the same type and corresponding sales conditions of the demand targets according to the sales conditions at the time and the historical indexes, and obtaining indexes required for achieving the demand targets according to the historical indexes if the sales conditions of the products of the same type can meet the demand targets according to the sales conditions of the products of the same type and the demand targets.
After the demand target is obtained, the demand target is analyzed, mainly to analyze the index required by the demand target, the index reaching the demand target is obtained according to the analysis result, the index is searched in an internal system according to the index, the data information conforming to the index is searched, the data information conforming to the index is screened out, and the screened data information is further obtained.
For example, the demand target of the a-insurance product is the annual growth rate of 10% is analyzed, the product sales record of the same type as the a-insurance product is referred to, the customer group required for achieving the target of the annual growth rate of the a-insurance product of 40-50 years old and the users and men who have purchased the car are obtained by analysis, the index for achieving the demand target is the customer group of 40-50 years old and the users and men who have purchased the car are obtained according to the analysis result, the search is performed according to the index in the internal system, the data information conforming to the index is searched, the data information conforming to the index is screened out, and the screened data information is obtained.
And acquiring data information meeting the index through multiple channels according to the demand target. The original data sources of the data information are multiple channels, including a golden housekeeper APP system, an electric marketing system, an E-bank APP system and the like, and the data of the report can be more accurate.
In step S103, it includes:
and acquiring the data information meeting the index from an internal system, or/and acquiring the data information meeting the index from an external system.
The obtaining of the index-compliant data information includes obtaining the index-compliant data information from the internal system, obtaining the index-compliant data information from the external system, or obtaining the index-compliant data information from the internal system and the external system.
In this embodiment, the internal system refers to a system capable of directly acquiring data information from original data in the process of acquiring data information, and the external system refers to a system incapable of directly acquiring data information from original data in the process of acquiring data information, that is, a system without permission to use the original data of the system in the process of acquiring data information.
In this embodiment, the internal system includes a system for data information acquisition and a subsystem interfacing with the system for data information acquisition.
In this embodiment, the step of acquiring the data information conforming to the index from the external system includes:
transmitting the index to the external system;
and receiving the data information processed by the external system according to the index.
When the data information meeting the index is required to be acquired from an external system, the index is sent to the external system, and the data information meeting the index is screened according to the index; and acquiring the screened data information. After the external system processes the original data according to the index, the external system obtains the data information, the external system sends the obtained data information to the party sending the index, and the party sending the index receives the data information obtained by the external system according to the index, so as to obtain the data information conforming to the index.
For example, the demand target of the a insurance product is the annual growth rate of 10%, the annual growth rate of 10% is analyzed, the product sales record of the same type as the a insurance product is referred to, the customer group required for achieving the target of the annual growth rate of 10% of the a insurance product is analyzed to obtain the users and men of 40-50 years old and purchased automobiles, the index for achieving the demand target is obtained according to the analysis result, the users and men of 40-50 years old and purchased automobiles are obtained, the index is the users and men of 40-50 years old and purchased automobiles, the index is sent to an external system, the external system searches according to the index, searches for data information conforming to the index, screens out the data information conforming to the index, and further obtains the screened data information, then the external system sends the screened data information to the party sending the index, and the party sending the index receives the data information, and further obtains the data information conforming to the index.
When data information meeting the index is acquired from the internal system and the external system, the data information meeting the index is acquired from the external system and the data information meeting the index is acquired from the internal system are spliced, if the spliced data information has repeated data, the repeated data are deleted, and if the combined data information has partial repeated data, the partial repeated data are combined.
For example, the data information meeting the index is obtained from the internal system and includes a third client, a mobile phone number 13800001111 and an agent number 007, the data information meeting the index is obtained from the external system and also includes a third client, a mobile phone number 13800001111 and an agent number 007, and then the spliced data information has repeated data, and the data information meeting the index is obtained from the external system and also includes a third client, a mobile phone number 13800001111 and an agent number 007; the data information meeting the index is obtained from the internal system and comprises a third client, a mobile phone number 13800001111 and an agent number 007, the data information meeting the index is obtained from the external system and also comprises a fourth client, a mobile phone number 13800001112 and an agent number 007, and then the spliced data information has partial repeated data, the two agent numbers 007 are combined, namely the agent number 007 has the third client, the mobile phone number 13800001111 and the fourth client, and the mobile phone number 13800001112.
And step S104, generating a report corresponding to the demand target according to the data information.
After the data information is acquired, a report is generated according to the data information, and the report corresponds to the demand target, namely the demand target can be achieved according to the data information in the report.
In step S104, it includes:
and generating a report corresponding to the demand target according to the data information and a preset file format.
In this embodiment, in the report generation process, a report is generated according to a preset file format. The preset file format comprises an excel file format, a word file format or a PPT file format.
The setting mode of the preset file format can be set in the process of acquiring the data information, or a setting window can be popped up to enable a user to select setting when generating a report.
After step S104, the method includes:
and sending the report to a receiver related to the report.
After generating the report, the report is sent to a recipient associated with the report.
The relevant receiver may be the party who makes the demand target, or may be the receiver who is set in the demand target.
For example, the requirement goal is that a business be presented, and then after the report is generated, the report is sent to a business.
After step S104, the method includes:
acquiring an increased demand target;
acquiring the increased data information corresponding to the index meeting the increased demand target according to the increased demand target;
Generating an inserted report corresponding to the increased demand target according to the increased data information;
and inserting the inserted report into the report.
After generating the report, the user needs to generate a new report after increasing the demand target on the basis of generating the report, acquire the increased demand target, acquire the increased data information corresponding to the index meeting the increased demand target according to the increased demand target, generate an inserted report according to the increased data information after acquiring the increased data information, and insert the inserted report into the report to form the new report.
In summary, according to the report generating method of the embodiment of the invention, according to the requirement target, the required index is analyzed to achieve the requirement target, the data information conforming to the index is obtained, the report is generated according to the data information, and the data collection and the report making do not need to be manually performed, so that the problem that the labor cost is too high because the data collection and the report making are manually performed on the existing report is solved.
As shown in fig. 2, the embodiment of the invention provides a report generating device, which is mainly applied to the fields of finance and insurance, and the device 1 comprises a demand target acquiring module 11, an analyzing module 12, a data information acquiring module 13 and a generating module 14.
A demand target acquisition module 11 for acquiring a demand target concerning a target sales product, wherein the demand target is derived from analysis of product information based on the target sales product.
The demand target is a sales amount with respect to the target sales product, the demand target is a specific sales amount of the target sales product when the target sales product is sales in the first year, and the demand target is an annual growth rate with respect to the sales amount of the target sales product in the last year when the target sales product is sales in the non-first year. Demand targets may originate from business parties, as well as from the target sales products themselves. When the demand target is sourced from a business party, the input of the business party is needed, and when the demand target is sourced from a target sales product, the analysis of product information is needed, and the demand target can be obtained through the analysis.
When the demand target is derived from the target sales product, the demand target is derived from the product characteristics of the target sales product, and is mainly generated according to how the product characteristics of the target sales product are promoted to customers.
In this embodiment, the requirement target is manually input with a requirement task after the product feature analysis of the target sales product is manually performed, so as to obtain the requirement target. The demand target may be through a keyboard input, a touch input to a touch screen, or a voice input.
In some embodiments, the demand targets do not need to be manually entered, but rather are obtained after analysis. The demand target acquisition module 11 includes:
the first acquisition module is used for acquiring product information of the target sales product, wherein the product information comprises product characteristics and the current development stage of the product;
the first searching module is used for searching products of the same type according to the product characteristics;
and the first formulating module is used for formulating a demand target according to the sales condition of the same type of product corresponding to the stage in which the current development of the target sales product is positioned.
Product information is acquired, wherein the product information comprises product characteristics and the current development stage of the product, and the current development stage of the product comprises the stages of starting, middle development stage or end development stage and the like. And searching products of the same type according to the product characteristics, for example, the product characteristics are liability risks of a third party in the automobile insurance products, the products of the same type are other risk types in the automobile insurance products, and formulating a demand target according to the sales conditions of the products of the same type corresponding to the stage in which the target sales products are currently developed, so as to acquire the demand target. For example, the A insurance product is obtained, product information of the A insurance product is obtained, the product information comprises the type of dangerous seed, release time, number of people purchased, annual growth rate, reimbursement condition and the like of the A insurance product, the analysis means are mainly used for analyzing the A insurance product information through data, further obtaining the product characteristics of the A insurance product and the current stage of the A insurance product, the stage comprises the stage of starting, middle development stage or final stage and the like, if the A insurance product is in the starting stage, searching the product with the same type as the product characteristics of the A insurance product, searching the sales condition of the A insurance product in the same stage according to the sales condition of the product with the same type, and formulating a demand target, thereby obtaining the demand target.
In some embodiments, the apparatus 1 comprises:
the first judging module is used for judging whether the demand target is input by a user or not;
the second acquisition module is used for acquiring product information if the demand target is input by a user, wherein the product information comprises product characteristics and the current development stage of the product;
the second searching module is used for searching products of the same type according to the product characteristics;
the second formulating module is used for formulating a first demand target according to the sales condition of the same type of product corresponding to the stage in which the current development of the target sales product is positioned;
the first comparison module is used for comparing the demand target with a first demand target;
and the first prompting module is used for prompting warning if the difference between the first prompting module and the second prompting module is out of a preset threshold range.
After the demand target is acquired, the demand target is required to be judged, whether the demand target is user input or not is judged, the judging mode comprises checking an acquisition path of the demand target, whether the demand target is user input or not can be judged by checking the acquisition path of the demand target, if the demand target is user input, information of a product is acquired, the product information comprises product characteristics and the stage in which the product is currently developed, and the stage in which the product is currently developed comprises the stage of starting, developing middle stage or final stage and the like. And searching products of the same type according to the product characteristics, for example, the product characteristics are liability risks of a third party in the automobile insurance products, wherein the products of the same type are other risk types in the automobile insurance products, and formulating a first demand target according to sales conditions of the products of the same type corresponding to the stage in which the target sales products are currently developed, so as to acquire the first demand target. After the first demand target is obtained, comparing the demand target with the first demand target, and if the difference between the demand target and the first demand target is larger, carrying out warning prompt, wherein the difference between the demand target and the first demand target is judged to be a judgment standard, if the difference between the demand target and the first demand target is within a preset threshold range, the difference between the demand target and the first demand target is not larger, and if the difference between the demand target and the first demand target is outside the preset threshold range, the difference between the demand target and the first demand target is larger.
In this embodiment, the target of achieving the demand may be one index or a plurality of indexes.
And the analysis module 12 is used for analyzing the index required by the achievement of the demand target according to the demand target.
And the analysis module 13 is used for acquiring data information conforming to the index.
In the present embodiment, the analysis module 12 includes:
the first sub-preset module is used for presetting different preset indexes corresponding to different demand targets;
the first sub-matching module is used for matching the demand target in a preset demand target to obtain a matched preset demand target;
the first sub-obtaining module is used for obtaining indexes required for achieving the requirement targets according to preset indexes corresponding to the matched preset requirement targets.
In this embodiment, in order to quickly match the demand target with the preset demand target, the preset demand target is a range value. The demand targets are matched in the preset demand targets, after the demand targets are successfully matched, the matched preset demand targets are obtained, and because the preset demand targets correspond to one preset index, the index achieving the demand targets can be obtained according to the preset index corresponding to the matched preset demand targets. In this embodiment, the preset index includes sales objects, sales person numbers, and sales person features.
In some embodiments, analysis module 12 includes:
the first sub-acquisition module is used for acquiring the product characteristics of the target sales product;
the first sub-searching module is used for searching products of the same type according to the product characteristics;
the second sub-acquisition module is used for acquiring historical indexes of corresponding sales conditions of the same type of products and the demand targets according to the corresponding sales conditions of the same type of products and the demand targets;
and the second sub-obtaining module is used for obtaining the index required by achieving the demand target according to the history index.
Obtaining product characteristics of target sales products, searching for products of the same type according to the product characteristics, obtaining historical indexes of the products of the same type and corresponding sales conditions of the demand targets according to the sales conditions at the time and the historical indexes, and obtaining indexes required for achieving the demand targets according to the historical indexes if the sales conditions of the products of the same type can meet the demand targets according to the sales conditions of the products of the same type and the demand targets.
After the demand target is obtained, the demand target is analyzed, mainly to analyze the index required by the demand target, the index reaching the demand target is obtained according to the analysis result, the index is searched in an internal system according to the index, the data information conforming to the index is searched, the data information conforming to the index is screened out, and the screened data information is further obtained.
For example, the demand target of the a-insurance product is the annual growth rate of 10% is analyzed, the product sales record of the same type as the a-insurance product is referred to, the customer group required for achieving the target of the annual growth rate of the a-insurance product of 40-50 years old and the users and men who have purchased the car are obtained by analysis, the index for achieving the demand target is the customer group of 40-50 years old and the users and men who have purchased the car are obtained according to the analysis result, the search is performed according to the index in the internal system, the data information conforming to the index is searched, the data information conforming to the index is screened out, and the screened data information is obtained.
And acquiring data information meeting the index through multiple channels according to the demand target. The original data sources of the data information are multiple channels, including a golden housekeeper APP system, an electric marketing system, an E-bank APP system and the like, and the data of the report can be more accurate.
The data information acquisition module 13 includes:
the first data information acquisition module is used for acquiring data information conforming to the index from an internal system; or alternatively
The second data information acquisition module is used for acquiring data information conforming to the index from an external system; or alternatively
And the third data information acquisition module is used for acquiring the data information conforming to the index from the internal system and acquiring the data information conforming to the index from the external system.
The obtaining of the index-compliant data information includes obtaining the index-compliant data information from the internal system, obtaining the index-compliant data information from the external system, or obtaining the index-compliant data information from the internal system and the external system.
In this embodiment, the internal system refers to a system capable of directly acquiring data information from original data in the process of acquiring data information, and the external system refers to a system incapable of directly acquiring data information from original data in the process of acquiring data information, that is, a system without permission to use the original data of the system in the process of acquiring data information.
In this embodiment, the internal system includes a system for data information acquisition and a subsystem interfacing with the system for data information acquisition.
In this embodiment, the second data information acquisition module includes:
the first sub-sending module is used for sending the index to the external system;
and the first sub-receiving module is used for receiving the data information processed by the external system according to the index.
When the data information meeting the index is required to be acquired from an external system, the index is sent to the external system, and the data information meeting the index is screened according to the index; and acquiring the screened data information. After the external system processes the original data according to the index, the external system obtains the data information, the external system sends the obtained data information to the party sending the index, and the party sending the index receives the data information obtained by the external system according to the index, so as to obtain the data information conforming to the index.
For example, the demand target of the A insurance product is the annual growth rate of 10%, the annual growth rate of 10% is analyzed, the product sales records of the same type as the A insurance product are referred to, the customer group required for realizing the target of the annual growth rate of 10% of the A insurance product is analyzed to be 40-50 years old, the users who have purchased the automobile and the men, the index for realizing the demand target is obtained according to the analysis result to be the customer group of 40-50 years old, the users who have purchased the automobile and the men, the method comprises the steps that users and men with the indexes of 40-50 years old and purchased automobiles are sent to an external system, the external system searches according to the indexes, searches data information conforming to the indexes, screens out the data information conforming to the indexes to obtain screened data information, then the external system sends the screened data information to one party sending the indexes, and the one party sending the indexes receives the data information to obtain the data information conforming to the indexes.
When data information meeting the index is acquired from the internal system and the external system, the data information meeting the index is acquired from the external system and the data information meeting the index is acquired from the internal system are spliced, if the spliced data information has repeated data, the repeated data are deleted, and if the combined data information has partial repeated data, the partial repeated data are combined.
For example, the data information meeting the index is obtained from the internal system and includes a third client, a mobile phone number 13800001111 and an agent number 007, the data information meeting the index is obtained from the external system and also includes a third client, a mobile phone number 13800001111 and an agent number 007, and then the spliced data information has repeated data, and the data information meeting the index is obtained from the external system and also includes a third client, a mobile phone number 13800001111 and an agent number 007; the data information meeting the index is obtained from the internal system and comprises a third client, a mobile phone number 13800001111 and an agent number 007, the data information meeting the index is obtained from the external system and also comprises a fourth client, a mobile phone number 13800001112 and an agent number 007, and then the spliced data information has partial repeated data, the two agent numbers 007 are combined, namely the agent number 007 has the third client, the mobile phone number 13800001111 and the fourth client, and the mobile phone number 13800001112.
And the generation module 14 is used for generating a report corresponding to the requirement target according to the data information.
After the data information is acquired, a report is generated according to the data information, and the report corresponds to the demand target, namely the demand target can be achieved according to the data information in the report.
The generation module 14 includes:
the first generation module is used for generating a report corresponding to the demand target according to the data information and a preset file format.
In this embodiment, in the report generation process, a report is generated according to a preset file format. The preset file format comprises an excel file format, a word file format or a PPT file format.
The setting mode of the preset file format can be set in the process of acquiring the data information, or a setting window can be popped up to enable a user to select setting when generating a report.
The apparatus 1 comprises:
and the first sending module is used for sending the report to a receiver related to the report.
After generating the report, the report is sent to a recipient associated with the report.
The relevant receiver may be the party who makes the demand target, or may be the receiver who is set in the demand target.
For example, the requirement goal is that a business be presented, and then after the report is generated, the report is sent to a business.
The apparatus 1 comprises:
the third acquisition module is used for acquiring the target of increased demand;
a fourth obtaining module, configured to obtain, according to the increasing demand target, increasing data information corresponding to an index meeting the increasing demand target;
the second generation module generates an insertion report corresponding to the increased demand target according to the increased data information;
and the first inserting module is used for inserting the inserted report into the report.
After generating the report, the user needs to generate a new report after increasing the demand target on the basis of generating the report, acquire the increased demand target, acquire the increased data information corresponding to the index meeting the increased demand target according to the increased demand target, generate an inserted report according to the increased data information after acquiring the increased data information, and insert the inserted report into the report to form the new report.
In summary, the report generating device according to the embodiment of the invention analyzes the required index for achieving the required target according to the required target, obtains the data information conforming to the index, generates the report according to the data information, and does not need to manually collect data and manually make the report, so as to solve the problem that the labor cost is too high because the existing report needs to manually collect data and manually make the report.
As shown in fig. 3, a computer device is further provided in the embodiment of the present application, where the computer device may be a server, and the internal structure of the computer device may be as shown in fig. 3. The computer device includes a processor, a memory, a network interface, and a database connected by a system bus. Wherein the computer is configured to provide computing and control capabilities. The memory of the computer device includes a non-volatile storage medium and an internal memory. The non-volatile storage medium stores an operating system, computer programs, and a database. The memory provides an environment for the operation of the operating system and computer programs in the non-volatile storage media. The database of the computer equipment is used for storing data such as models of report generation methods. The network interface of the computer device is used for communicating with an external terminal through a network connection. The computer program, when executed by a processor, implements a report generation method.
Executing the report generating method by the processor: acquiring a demand target for a target sales product, wherein the demand target is derived from user input or analysis of product information based on the target sales product; according to the demand target, analyzing an index required by the demand target to reach; acquiring data information conforming to the index; and generating a report corresponding to the demand target according to the data information.
In one embodiment, the step of obtaining the data information meeting the index includes:
and acquiring the data information meeting the index from an internal system, or/and acquiring the data information meeting the index from an external system.
In one embodiment, when the target sales product is a first year sales, the demand target is a specific sales quantity of the target sales product, and when the target sales product is a non-first year sales, the demand target is an annual growth rate with respect to a last year sales quantity of the target sales product.
In one embodiment, the step of analyzing the index required for achieving the requirement target according to the requirement target includes:
presetting different preset indexes corresponding to different demand targets;
matching the demand targets in preset demand targets to obtain matched preset demand targets;
and obtaining the index required for achieving the requirement target according to the preset index corresponding to the matched preset requirement target.
In one embodiment, when the demand target is derived from analysis of product information based on the target sales product, the step of obtaining the demand target regarding the target sales product includes:
Acquiring product information of the target sales product, wherein the product information comprises product characteristics and the current development stage of the product;
searching products of the same type according to the product characteristics;
and formulating a demand target according to the sales conditions of the same type of products corresponding to the current development stage of the target sales product.
In one embodiment, after the step of obtaining the demand target about the target sales product, the method includes:
judging whether the demand target is input by a user;
if the demand target is input by a user, acquiring product information, wherein the product information comprises product characteristics and the current development stage of the product;
searching products of the same type according to the product characteristics;
according to the sales conditions of the same type of products corresponding to the current development stage of the target sales products, a first demand target is formulated;
comparing the demand target with the first demand target;
and if the difference between the two is out of the preset threshold range, warning prompt is carried out.
In one embodiment, after the step of generating a report of the target sales product according to the data information, the method includes:
Acquiring an increased demand target;
acquiring the increased data information corresponding to the index meeting the increased demand target according to the increased demand target;
generating an inserted report corresponding to the increased demand target according to the increased data information;
and inserting the inserted report into the report.
Those skilled in the art will appreciate that the architecture shown in fig. 3 is merely a block diagram of a portion of the architecture in connection with the present application and is not intended to limit the computer device to which the present application is applied.
According to the computer equipment, according to the demand target, the demand target is analyzed to achieve the required index, the data information conforming to the index is obtained, the report is generated according to the data information, and the data collection and the report making are not required to be manually carried out, so that the problems that the data collection is required to be manually carried out on the existing report, the report making is manually completed, and the labor cost is too high are solved.
An embodiment of the present application further provides a computer readable storage medium, on which a computer program is stored, where the computer program when executed by a processor implements a report generating method, specifically: acquiring a demand target for a target sales product, wherein the demand target is derived from user input or analysis of product information based on the target sales product; according to the demand target, analyzing an index required by the demand target to reach; acquiring data information conforming to the index; and generating a report corresponding to the demand target according to the data information.
In one embodiment, the step of obtaining the data information meeting the index includes:
and acquiring the data information meeting the index from an internal system, or/and acquiring the data information meeting the index from an external system.
In one embodiment, when the target sales product is a first year sales, the demand target is a specific sales quantity of the target sales product, and when the target sales product is a non-first year sales, the demand target is an annual growth rate with respect to a last year sales quantity of the target sales product.
In one embodiment, the step of analyzing the index required for achieving the requirement target according to the requirement target includes:
presetting different preset indexes corresponding to different demand targets;
matching the demand targets in preset demand targets to obtain matched preset demand targets;
and obtaining the index required for achieving the requirement target according to the preset index corresponding to the matched preset requirement target.
In one embodiment, when the demand target is derived from analysis of product information based on the target sales product, the step of obtaining the demand target regarding the target sales product includes:
Acquiring product information of the target sales product, wherein the product information comprises product characteristics and the current development stage of the product;
searching products of the same type according to the product characteristics;
and formulating a demand target according to the sales conditions of the same type of products corresponding to the current development stage of the target sales product.
In one embodiment, after the step of obtaining the demand target about the target sales product, the method includes:
judging whether the demand target is input by a user;
if the demand target is input by a user, acquiring product information, wherein the product information comprises product characteristics and the current development stage of the product;
searching products of the same type according to the product characteristics;
according to the sales conditions of the same type of products corresponding to the current development stage of the target sales products, a first demand target is formulated;
comparing the demand target with the first demand target;
and if the difference between the two is out of the preset threshold range, warning prompt is carried out.
In one embodiment, after the step of generating a report of the target sales product according to the data information, the method includes:
Acquiring an increased demand target;
acquiring the increased data information corresponding to the index meeting the increased demand target according to the increased demand target;
generating an inserted report corresponding to the increased demand target according to the increased data information;
and inserting the inserted report into the report.
According to the storage medium, according to the demand target, the required index is analyzed to achieve the demand target, the data information conforming to the index is obtained, the report is generated according to the data information, and the data collection and the report making are not required to be manually carried out, so that the problems that the existing report needs to be manually collected, the report making is manually completed, and the labor cost is too high are solved.
Those skilled in the art will appreciate that implementing all or part of the above described methods may be accomplished by way of a computer program stored on a non-transitory computer readable storage medium, which when executed, may comprise the steps of the embodiments of the methods described above. Any reference to memory, storage, database, or other medium provided herein and used in embodiments may include non-volatile and/or volatile memory. The nonvolatile memory can include Read Only Memory (ROM), programmable ROM (PROM), electrically Programmable ROM (EPROM), electrically Erasable Programmable ROM (EEPROM), or flash memory. Volatile memory can include Random Access Memory (RAM) or external cache memory. By way of illustration and not limitation, RAM is available in a variety of forms such as Static RAM (SRAM), dynamic RAM (DRAM), synchronous DRAM (SDRAM), dual speed data rate SDRAM (SSRSDRAM), enhanced SDRAM (ESDRAM), synchronous Link DRAM (SLDRAM), memory bus direct RAM (RDRAM), direct memory bus dynamic RAM (DRDRAM), and memory bus dynamic RAM (RDRAM), among others.
The foregoing description of the preferred embodiments of the invention is not intended to be limiting, but rather is intended to cover all modifications, equivalents, and alternatives falling within the spirit and principles of the invention.
Claims (7)
1. A report generation method, the method comprising:
acquiring a demand target for a target sales product, wherein the demand target is derived from an analysis of product information based on the target sales product; the demand target is a number of specific sales of the target sales product when the target sales product is a first year sales, and the demand target is an annual growth rate with respect to a number of sales of the target sales product one year above when the target sales product is a non-first year sales;
according to the demand target, analyzing an index required by the demand target to reach;
acquiring data information conforming to the index;
generating a report corresponding to the demand target according to the data information;
when the demand target is derived from analysis of product information based on the target sales product, in the step of acquiring the demand target regarding the target sales product, it includes:
Acquiring product information of the target sales product, wherein the product information comprises product characteristics and the current development stage of the product;
searching products of the same type according to the product characteristics;
and formulating a demand target according to the sales conditions of the same type of products corresponding to the current development stage of the target sales product.
2. The report generating method as set forth in claim 1, wherein the step of acquiring data information conforming to the index includes:
and acquiring the data information meeting the index from an internal system, or/and acquiring the data information meeting the index from an external system.
3. The report generating method according to claim 1, wherein the step of analyzing the index required for achieving the demand target according to the demand target includes:
presetting different preset indexes corresponding to different demand targets;
matching the demand targets in preset demand targets to obtain matched preset demand targets;
and obtaining the index required for achieving the requirement target according to the preset index corresponding to the matched preset requirement target.
4. The report generating method as set forth in claim 1, wherein after the step of generating a report reaching the target sales product based on the data information, the method comprises:
Acquiring an increased demand target;
acquiring the increased data information corresponding to the index meeting the increased demand target according to the increased demand target;
generating an inserted report corresponding to the increased demand target according to the increased data information;
and inserting the inserted report into the report.
5. A report generating apparatus for performing the method of report generation according to any one of claims 1 to 4, the apparatus comprising:
a demand target acquisition module for acquiring a demand target regarding a target sales product, wherein the demand target is derived from an analysis of product information based on the target sales product;
the analysis module is used for analyzing indexes required by the achievement of the demand target according to the demand target;
the data information acquisition module is used for acquiring data information conforming to the index;
and the generation module is used for generating a report corresponding to the demand target according to the data information.
6. A computer device comprising a memory and a processor, the memory storing a computer program, characterized in that the processor implements the steps of the method of any of claims 1 to 4 when the computer program is executed.
7. A computer readable storage medium, on which a computer program is stored, characterized in that the computer program, when being executed by a processor, implements the steps of the method of any of claims 1 to 4.
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| CN113807064A (en) * | 2021-09-02 | 2021-12-17 | 上汽通用五菱汽车股份有限公司 | Stamping production data management method, device, equipment and computer storage medium |
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| CN105138552A (en) * | 2015-07-17 | 2015-12-09 | 东华大学 | Fashion tendency analysis system mining online sale data |
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