1. Reporting platform planning

In 2017, we planned a reporting platform, this time based on the business database to query data in real time, and complete the data display.Due to various reasons, it has not been vigorously promoted and has become an online orphan......

What exactly do we expect from a reporting platform?

From the current situation, it can be roughly divided into three categories:

1). Print reports based on a single document, such as: approval document/acceptance document/bid winning notice, etc.

2). Grid reports based on general data sources, such as: filtering data from a specific data source to form a grouped summary grid.

3). Report display based on data services: mainly composed of: monthly/quarterly/annual special data reports formed regularly (monthly/quarterly/annual contract signing report; monthly/quarterly/annual fund payment plan; monthly/quarterly/annual payment; monthly/quarterly/annual receipts; monthly/quarterly/annual case summary, etc.), large-screen display reports based on data services.

The above are the explicit requirements that have been encountered. During this process, the data source is not clear, and the data source is roughly divided into three categories:

1).Direct database query

2). Query based on api interface

3). Display based on fixed data source, etc.

The report data is platformized, the main purpose is to simplify the operation, but it can fulfill the functional requirements such as routine data acquisition/group summary/set printing.How to plan the components of the reporting platform?

It can be roughly divided into three parts:

1).Data extraction and cleaning components

2).Standard data publishing service

3). Front-end display service.

These three components form the basic core of the reporting platform.

Data extraction and cleaning: Standardized processes need to be defined to support customization and expansion.

Data storage and publishing: It needs to be authorized to open data to the outside world, and provide mapping management functions for the same data.It is necessary to provide a complete log tracking function so that data can be provided according to authorization.

Integrated display of multiple data sources: A report needs to be displayed in combination with multiple parts of data, which may come from interfaces/database connections/json data, etc., all of which need to be displayed indiscriminately.And it can process specific values ​​in the front end, such as: formatting/amount symbol/amount capitalization, etc.

Based on the above content, the content of the entire report platform is indeed a lot, and in the business system, in the use of primary data, the use of integrated display of multiple data sources can basically meet the initial needs.Therefore, the relevant planning functions can be advanced step by step.