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1. 报表平台中点击新增-新建报表
报表类别请选择分析报表、按要求填入必要的基本信息
2. 点击上传模版
将excel表样上传到系统中
点击过滤设置
点击过滤设置、添加报表过滤条件
数据源设置
制作前分析：
此报表规则：选择某个单位，展示这个单位的下一级单位或者部门里面的人员情况。
此报表规则：选择某个单位，展示这个单位的下一级单位或者部门里面的人员情况，我们需要至少2个数据源，两个数据源通过组织的origin_id相关联id相关联。
数据源一：展示某个单位下一级部门。
新建数据源，类型选择自定义，取数选择列表，字段设置origin_id 和名称，基于排序码做排序，是否分页为是，过滤条件是日期和部门
注意：一、如果你的项目用到了多级排序码，那么需要关联“DepartmentOrderNO”这个模型注意：如果你的项目用到了多级排序码，那么需要关联“DepartmentOrderNO”这个模型
元数据参数如下：
关联设置如下：
| 代码块 |
|---|
{
"key": "dept_list",
"data": {
"type": "list",
"field": [
{
"key": "origin_id",
"align": "right",
"field": [
"origin_id"
],
"label": "ORIGIN_ID",
"state": null,
"width": 100,
"format": null,
"object": null,
"is_blur": false,
"sequence": 10,
"data_type": "integer",
"fieldFunc": null
},
{
"key": "name",
"align": "left",
"field": [
"name"
],
"label": "名称",
"state": null,
"width": 250,
"format": null,
"object": null,
"is_blur": true,
"sequence": 20,
"data_type": "string",
"fieldFunc": null
}
]
},
"name": "组织",
"class": "list",
"sorts": [
{
"key": "orderno",
"type": "asc",
"label": "排序码"
}
],
"source": {
"meta": {
"model": "DepartmentHistory",
"relations": [],
"conditions": {
"enabled": 1,
"end_date": {
"gt": "=date_"
},
"org_type": {
"neq": 40
},
"parent_id": "=depart_id",
"begin_date": {
"lte": "=date_"
}
},
"relation_mode": null,
"static_filters": [
{
"key": "date_",
"label": "日期"
},
{
"key": "depart_id",
"label": "上级组织"
}
]
},
"type": "meta"
},
"page_count": true,
"filter_dict": {
"date_": "=CURR_DATE",
"depart_id": "=CURR_DEPARTMENT"
},
"total_include": false
} |
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4、第二个数据源的分页一定要选否。
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数据源关联配置：
此模版用到了两个excel公式、还有很多其他公式我们后面会有详细介绍。
公式一：部门名称，基于“dept_list”的name 向下扩展。（HCM 只支持向下扩展）
[list:dept_list:{name}]
| 代码块 |
|---|
{
"key": "emp_count",
"data": {
"dim": [{
"dim": {
"field": "dept_level.l1_id"
},
"key": "dept_",
"align": "left",
"field": ["dept_level_l1_id_5", "name"],
"label": "二级部门",
"state": null,
"width": 160,
"format": null,
"object": "OrgDepartment",
"is_blur": false,
"sequence": 10,
"data_type": "integer",
"fieldFunc": null
}, {
"dim": {
"field": "employee_category_id"
},
"key": "category",
"align": "left",
"field": ["master_employee_category_id_b", "name"],
"label": "用工类型",
"state": null,
"width": 160,
"format": null,
"object": "EmployeeCategory",
"is_blur": false,
"sequence": 20,
"data_type": "integer",
"fieldFunc": null
}, {
"dim": {
"field": "employee.age_count"
},
"key": "employee_age_count",
"align": "right",
"field": ["employee_age_count"],
"label": "年龄",
"state": null,
"width": 100,
"format": null,
"object": null,
"is_blur": null,
"sequence": null,
"data_type": "integer",
"fieldFunc": null
}, {
"dim": {
"field": "edu.education"
},
"key": "edu_education",
"align": "left",
"field": ["edu_education"],
"label": "学历",
"refer": "common_basic_item_data.学历代码",
"state": null,
"width": 300,
"format": null,
"object": null,
"is_blur": false,
"sequence": 30,
"data_type": "string",
"fieldFunc": null
}, {
"dim": {
"field": "employee.gender"
},
"key": "employee_gender",
"align": "left",
"field": ["employee_gender"],
"label": "性别",
"refer": "common_basic_item_data.性别",
"state": null,
"width": 300,
"format": null,
"object": null,
"is_blur": false,
"sequence": null,
"data_type": "string",
"fieldFunc": null
}],
"aggr": [{
"key": "count",
"aggr": {
"ag": "count",
"field": "employee_id"
},
"align": "left",
"field": ["master_employee_id_dvli"],
"label": "员工",
"state": null,
"width": 160,
"format": null,
"object": "Employee",
"is_blur": true,
"sequence": 10,
"data_type": "integer",
"fieldFunc": null
}],
"type": "aggr"
},
"name": "全员用工类型",
"class": "list",
"source": {
"meta": {
"model": "JobInformation",
"relations": [{
"key": "employee",
"name": "人员基础信息",
"model": "Employee",
"filter": {
"employee.id": ":employee_id"
}
}, {
"key": "position",
"name": "岗位信息",
"type": "outer",
"model": "OrgPositionHistory",
"filter": {
"position.end_date": {
"gt": "=date_"
},
"position.origin_id": ":position_id",
"position.begin_date": {
"lte": "=date_"
}
}
}, {
"key": "department",
"name": "部门信息",
"type": "outer",
"model": "OrgDepartmentHistory",
"filter": {
"department.end_date": {
"gt": "=date_"
},
"department.origin_id": ":position.parent_id",
"department.begin_date": {
"lte": "=date_"
}
}
}, {
"key": "dept_level",
"name": "组织层级",
"type": "inner",
"model": "DepartmentHierarchy",
"filter": {
"dept_level.l0_id": "=depart_id",
"dept_level.end_date": {
"gt": "=date_"
},
"dept_level.begin_date": {
"lte": "=date_"
},
"dept_level.department_id": ":department.origin_id"
},
"field_context": {
"date_": "=date_",
"root_id": "=depart_id",
"is_relative_level": true
}
}, {
"key": "edu",
"name": "教育",
"type": "outer",
"model": "EmployeeEducation",
"filter": {
"edu.is_highest": "1",
"edu.employee_id": ":employee_id"
},
"field_context": {
"is_relative_level": false
}
}],
"conditions": {
"on_job": 1,
"end_date": {
"gt": "=date_"
},
"begin_date": {
"lte": "=date_"
},
"position_type": 1
},
"relation_mode": null,
"static_filters": [{
"key": "date_",
"label": "日期"
}, {
"key": "depart_id",
"label": "上级组织"
}]
},
"type": "meta"
},
"page_count": false,
"filter_dict": {
"date_": "=CURR_DATE",
"depart_id": "=CURR_DEPARTMENT"
},
"total_include": false
} |
配置excel公式
此模版用到了两个excel公式、还有很多其他公式我们后面会有详细介绍。
公式一：部门名称，基于“dept_list”的name 向下扩展。（HCM 只支持向下扩展）
[list:dept_list:{name}]
公式二：emp_公式二：emp_count 是人员分析模型的标识，两个模型基于dept_ 和 origin_id 两个字段关联，其中origin_id 来源于dept_list 所以要加{}。
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CELL:获取指定坐标的值，常用于分析报表里的计算，通过CELL获取部分单元格的值之后相加减。
RANGE_SUM：合计
常用报表的小技巧
一、单个报表设置默认显示行
报表->设计->高级设置->
configs:{
"paging_config":
...
找到模型最底层元数据，修改is_logic 属性为true
三、公式的计算顺序
相关地址：https://mingcloud.hcmcloud.com/#/flex_report?report=emp01