报表开发过程中,我们经常会需要根据所选择的不同指标,展示不同的报表!例如:
显示指标有:金额与合同数,可以根据显示指标选择的内容进行相应报表数据展示
一、环境准备
create table crm_info( crm_name varchar(100) , crm_no varchar(40) not null primary key , crm_type varchar(8), crm_lvl varchar(8), crm_status varchar(8), crm_indu varchar(8), crm_sex varchar(8), crm_birthdate Date, crm_dept varchar(8), crm_country varchar(8), crm_email varchar(20)); insert into crm_info values(‘牧云笙‘,‘crm001‘,‘uvip‘,‘A‘,‘01‘,‘A‘,‘01‘,to_date(‘1987-10-02‘,‘yyyy-mm-dd‘),‘A01‘,‘CN‘,‘crm001@163.com‘); insert into crm_info values(‘苏语凝‘,‘crm002‘,‘vip‘,‘B‘,‘01‘,‘S‘,‘02‘,to_date(‘1986-1-2‘,‘yyyy-mm-dd‘),‘A04‘,‘USA‘,‘crm002@163.com‘); insert into crm_info values(‘南枯月漓‘,‘crm003‘,‘vip‘,‘D‘,‘01‘,‘D‘,‘02‘,to_date(‘1973-02-02‘,‘yyyy-mm-dd‘),‘A03‘,‘UK‘,‘crm003@163.com‘); insert into crm_info values(‘赫兰铁朵‘,‘crm004‘,‘uvip‘,‘B‘,‘01‘,‘M‘,‘01‘,to_date(‘1999-12-01‘,‘yyyy-mm-dd‘),‘A02‘,‘USA‘,‘crm004@163.com‘); insert into crm_info values(‘牧云寒‘,‘crm005‘,‘vip‘,‘D‘,‘01‘,‘T‘,‘02‘,to_date(‘1965-01-01‘,‘yyyy-mm-dd‘),‘A01‘,‘USA‘,‘crm005@163.com‘); insert into crm_info values(‘硕风和叶‘,‘crm006‘,‘uvip‘,‘D‘,‘02‘,‘U‘,‘01‘,to_date(‘1996-01-23‘,‘yyyy-mm-dd‘),‘A01‘,‘CN‘,‘crm006@163.com‘); insert into crm_info values(‘盼兮‘,‘crm007‘,‘uvip‘,‘C‘,‘01‘,‘B‘,‘02‘,to_date(‘1998-01-01‘,‘yyyy-mm-dd‘),‘A03‘,‘CN‘,‘crm007@163.com‘); insert into crm_info values(‘穆如寒江‘,‘crm008‘,‘vip‘,‘D‘,‘02‘,‘S‘,‘01‘,to_date(‘1976-12-4‘,‘yyyy-mm-dd‘),‘A02‘,‘CN‘,‘crm008@163.com‘); insert into crm_info values(‘兰钰儿‘,‘crm009‘,‘vip‘,‘A‘,‘01‘,‘S‘,‘02‘,to_date(‘1986-4-6‘,‘yyyy-mm-dd‘),‘A03‘,‘UK‘,‘crm009@163.com‘); insert into crm_info values(‘牧云陆‘,‘crm010‘,‘vip‘,‘B‘,‘01‘,‘L‘,‘01‘,to_date(‘1988-4-5‘,‘yyyy-mm-dd‘),‘A01‘,‘CN‘,‘crm010@163.com‘); commit; create table contract_info( contract_no varchar(40) not null primary key, crm_no varchar(40), contract_amt decimal(18,2), start_date varchar(8), end_date varchar(8), register_date varchar(8)); INSERT INTO contract_Info values(‘contract01‘,‘crm002‘,‘1230000‘,‘20170203‘,‘20180203‘,‘20170203‘); INSERT INTO contract_Info values(‘contract02‘,‘crm003‘,‘200000000‘,‘20160209‘,‘20170209‘,‘20160209‘); INSERT INTO contract_Info values(‘contract03‘,‘crm004‘,‘200000000‘,‘20150609‘,‘20160609‘,‘20150609‘); INSERT INTO contract_Info values(‘contract04‘,‘crm005‘,‘23000000‘,‘20170203‘,‘20180203‘,‘20170203‘); INSERT INTO contract_Info values(‘contract05‘,‘crm006‘,‘1000000‘,‘20160506‘,‘20170506‘,‘20160506‘); INSERT INTO contract_Info values(‘contract06‘,‘crm007‘,‘100000000‘,‘20180101‘,‘20190101‘,‘20180101‘); INSERT INTO contract_Info values(‘contract07‘,‘crm002‘,‘2000000‘,‘20170202‘,‘20180202‘,‘20170202‘); INSERT INTO contract_Info values(‘contract08‘,‘crm003‘,‘200000000‘,‘20170405‘,‘20180405‘,‘20170405‘); INSERT INTO contract_Info values(‘contract09‘,‘crm004‘,‘500000‘,‘20110101‘,‘20170101‘,‘20110101‘); INSERT INTO contract_Info values(‘contract10‘,‘crm005‘,‘633333‘,‘20120223‘,‘20180223‘,‘20120223‘); INSERT INTO contract_Info values(‘contract11‘,‘crm006‘,‘45000000‘,‘20160101‘,‘20180101‘,‘20160101‘); create table mapping( Type VARCHAR(20), Key varchar(4), Value varchar(100)); INSERT INTO mapping VALUES(‘crm_lvl‘,‘vip‘,‘vip客户‘); INSERT INTO mapping VALUES(‘crm_lvl‘,‘uvip‘,‘非vip客户‘); INSERT INTO mapping VALUES(‘crm_type‘,‘A‘,‘优秀‘); INSERT INTO mapping VALUES(‘crm_type‘,‘B‘,‘良好‘); INSERT INTO mapping VALUES(‘crm_type‘,‘C‘,‘中等‘); INSERT INTO mapping VALUES(‘crm_type‘,‘D‘,‘一般‘); INSERT INTO mapping VALUES(‘crm_status‘,‘01‘,‘存续客户‘); INSERT INTO mapping VALUES(‘crm_status‘,‘02‘,‘流失客户‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘A‘,‘农、牧、林、渔业‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘B‘,‘采矿和采石‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘C‘,‘制造业‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘D‘,‘电、煤气、蒸汽和空调供应‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘E‘,‘供水;污水处理、废物管理和补救‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘F‘,‘建筑业‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘G‘,‘批发和零售业;汽车和摩托车修理‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘H‘,‘运输与存储‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘I‘,‘食宿服务‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘J‘,‘信息和通信‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘K‘,‘金融和保险‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘L‘,‘房地产‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘M‘,‘专业、科学和技术‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘N‘,‘行政和辅助‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘O‘,‘公共管理与国防;强制性社会保障‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘P‘,‘教育‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘Q‘,‘人体健康和社会工作‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘R‘,‘艺术、娱乐和文娱‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘S‘,‘其他服务‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘T‘,‘家庭作为雇主的;家庭自用、未加区分的物品生产和服务‘); INSERT INTO mapping VALUES(‘crm_indu‘,‘U‘,‘国际组织和机构‘); INSERT INTO mapping VALUES(‘crm_sex‘,‘01‘,‘男‘); INSERT INTO mapping VALUES(‘crm_sex‘,‘02‘,‘女‘); INSERT INTO mapping VALUES(‘crm_dept‘,‘A01‘,‘财务部‘); INSERT INTO mapping VALUES(‘crm_dept‘,‘A02‘,‘人事部‘); INSERT INTO mapping VALUES(‘crm_dept‘,‘A03‘,‘采购部‘); INSERT INTO mapping VALUES(‘crm_dept‘,‘A04‘,‘市场部‘); INSERT INTO mapping VALUES(‘crm_country‘,‘CN‘,‘中国‘); INSERT INTO mapping VALUES(‘crm_country‘,‘USA‘,‘美国‘); INSERT INTO mapping VALUES(‘crm_country‘,‘UK‘,‘英国‘); commit; ------建立维度视图 CREATE OR REPLACE VIEW V_DIM_CRM_LVL AS SELECT KEY,VALUE FROM mapping WHERE Type=‘crm_lvl‘; CREATE OR REPLACE VIEW V_DIM_CRM_TYPE AS SELECT KEY,VALUE FROM mapping WHERE Type=‘crm_type‘; CREATE OR REPLACE VIEW V_DIM_CRM_STATUS AS SELECT KEY,VALUE FROM mapping WHERE Type=‘crm_status‘; CREATE OR REPLACE VIEW V_DIM_CRM_INDU AS SELECT KEY,VALUE FROM mapping WHERE Type=‘crm_indu‘; CREATE OR REPLACE VIEW V_DIM_CRM_SEX AS SELECT KEY,VALUE FROM mapping WHERE Type=‘crm_sex‘; CREATE OR REPLACE VIEW V_DIM_CRM_DEPT AS SELECT KEY,VALUE FROM mapping WHERE Type=‘crm_dept‘; CREATE OR REPLACE VIEW V_DIM_CRM_COUNTRY AS SELECT KEY,VALUE FROM mapping WHERE Type=‘crm_country‘; -----建立合同客户关系视图 CREATE OR REPLACE VIEW CRM_CONTRACT_RELATION AS SELECT A.CONTRACT_NO,A.CONTRACT_AMT,A.START_DATE,A.END_DATE,A.REGISTER_DATE ,B.* FROM contract_Info A INNER JOIN CRM_INFO B ON A.CRM_NO=B.CRM_NO
根据上述脚本建表后,可得到如下数据:
CRM_CONTRACT_RELATION
V_DIM_CRM_COUNTRY
将上述两个视图导入到资料库,然后关联,接着设计分析
二、仪表盘提示设计
使用变量VAR接受值,然后传值给分析,在分析中通过@{VAR}进行引用
三、分析设计
①国家:
"V_DIM_CRM_COUNTRY"."VALUE"
②vip金额:
ifnull(CASE WHEN ‘@{VAR}{金额}‘=‘金额‘ AND "CRM_CONTRACT_RELATION"."CRM_TYPE"=‘vip‘ THEN "CRM_CONTRACT_RELATION"."合同金额" WHEN ‘@{VAR}‘=‘合同数‘ AND "CRM_CONTRACT_RELATION"."CRM_TYPE"=‘vip‘ THEN "CRM_CONTRACT_RELATION"."CNT" ELSE NULL END,0)
③非vip金额:
ifnull(CASE WHEN ‘@{VAR}{金额}‘=‘金额‘ AND "CRM_CONTRACT_RELATION"."CRM_TYPE"=‘uvip‘ THEN "CRM_CONTRACT_RELATION"."合同金额" WHEN ‘@{VAR}‘=‘合同数‘ AND "CRM_CONTRACT_RELATION"."CRM_TYPE"=‘uvip‘ THEN "CRM_CONTRACT_RELATION"."CNT" ELSE NULL END,0)
④金额:
‘@{VAR}{金额}‘
四、仪表盘设计
将分析与仪表盘结合在一起,然后展示报表
五、展示报表
当选择【金额】时,
当选择【合同数】时
通过以上可以发现,我们的报表现在可以通过选择的【显示指标】不一致,显示不同的结果。