paohaijiao

Posted on Nov 3

Correlation Matrix of Operating KPIs

#jquickpdf #opensource #tutorial

jquick-pdf by example — demo #11 of 184. Every article in this series ships one complete, runnable demo: a template file and a Java class. No snippets, no omissions.

A symmetric matrix showing which operating indicators move together.

This document belongs to the Credit report — chart series set. Like every demo in the series it has its own colour scheme and layout combination, derived deterministically from the demo number — so the look is stable across runs and two neighbouring documents never look alike.

What you'll build

A PDF written to D:/test/creditreport/11_matrix.pdf
A template file (report/credit_report_11_matrix.txt) with 1 bound placeholder
A detail grid of 18 rows × 6 columns, laid out with width:100% so it fills the text area
One self-contained Java class (JQuickCreditReport11MatrixTest) that binds the data and renders the file

Bound placeholders

${svg}

Prerequisites

Java 8+ and one dependency — jquick-pdf is built on Apache PDFBox, not iText:

<dependency>
    <groupId>io.github.paohaijiao</groupId>
    <artifactId>jquick-pdfx</artifactId>
    <version>4.2.0</version>
</dependency>

Coordinates: io.github.paohaijiao:jquick-pdfx:4.2.0.

Step 1 — the template file

JPdfX is jquick-pdf's HTML-like template language. It lives in its own file (src/test/resources/report/credit_report_11_matrix.txt) instead of a Java string, so designers can edit it without touching code.

<pdf>
<body>
  <div style="backgroundColor:#1A237E; borderRadius:6px; padding:16px; marginBottom:12px">
    <h1 style="textAlignment:center; color:white; fontSize:21; bold:true; marginBottom:8px">'企业信用评级报告'</h1>
    <p style="textAlignment:center; color:white; fontSize:10; margin:2px">'报告编号: CR-2023-08975 | 评估日期: 2023年11月15日'</p>
    <p style="textAlignment:center; color:white; fontSize:10; margin:2px">'评估机构: 四川省企业信用评估中心'</p>
  </div>

  <div style="marginBottom:14px">
    <h2 style="color:#1A237E; fontSize:14; bold:true; marginBottom:8px">'四川省泡海椒科技有限公司'</h2>
    <table style="width:600px; fontSize:10">
      <tr>
        <td style="width:150px; padding:6px; backgroundColor:#e8eaf6; bold:true; border:1px solid #9fa8da">'统一信用代码'</td>
        <td style="width:150px; padding:6px; border:1px solid #9fa8da">'91110108MA01XX1234'</td>
        <td style="width:150px; padding:6px; backgroundColor:#e8eaf6; bold:true; border:1px solid #9fa8da">'成立日期'</td>
        <td style="width:150px; padding:6px; border:1px solid #9fa8da">'2018年5月20日'</td>
      </tr>
      <tr>
        <td style="padding:6px; backgroundColor:#e8eaf6; bold:true; border:1px solid #9fa8da">'注册资本'</td>
        <td style="padding:6px; border:1px solid #9fa8da">'1000万元人民币'</td>
        <td style="padding:6px; backgroundColor:#e8eaf6; bold:true; border:1px solid #9fa8da">'法定代表人'</td>
        <td style="padding:6px; border:1px solid #9fa8da">'泡海椒'</td>
      </tr>
      <tr>
        <td style="padding:6px; backgroundColor:#e8eaf6; bold:true; border:1px solid #9fa8da">'所属行业'</td>
        <td style="padding:6px; border:1px solid #9fa8da">'软件和信息技术服务业'</td>
        <td style="padding:6px; backgroundColor:#e8eaf6; bold:true; border:1px solid #9fa8da">'企业规模'</td>
        <td style="padding:6px; border:1px solid #9fa8da">'中型（150-200人）'</td>
      </tr>
    </table>
  </div>

  <div style="marginBottom:14px">
    <h2 style="color:#1A237E; fontSize:13; bold:true; marginBottom:10px">'历年财务数据（单位：万元）'</h2>
    <table style="width:600px; fontSize:10">
      <tr>
        <th style="backgroundColor:#303F9F; color:white; padding:6px; textAlignment:center; border:1px solid #c5cae9">'财务指标'</th>
        <th style="backgroundColor:#303F9F; color:white; padding:6px; textAlignment:center; border:1px solid #c5cae9">'2020年'</th>
        <th style="backgroundColor:#303F9F; color:white; padding:6px; textAlignment:center; border:1px solid #c5cae9">'2021年'</th>
        <th style="backgroundColor:#303F9F; color:white; padding:6px; textAlignment:center; border:1px solid #c5cae9">'2022年'</th>
        <th style="backgroundColor:#303F9F; color:white; padding:6px; textAlignment:center; border:1px solid #c5cae9">'2023年'</th>
        <th style="backgroundColor:#303F9F; color:white; padding:6px; textAlignment:center; border:1px solid #c5cae9">'增长率'</th>
      </tr>
      <tr>
        <td style="padding:5px; backgroundColor:#e8eaf6; bold:true; border:1px solid #c5cae9">'营业收入'</td>
        <td style="padding:5px; textAlignment:right; border:1px solid #c5cae9">'8,560'</td>
        <td style="padding:5px; textAlignment:right; border:1px solid #c5cae9">'12,340'</td>
        <td style="padding:5px; textAlignment:right; border:1px solid #c5cae9">'18,920'</td>
        <td style="padding:5px; textAlignment:right; border:1px solid #c5cae9">'25,680'</td>
        <td style="padding:5px; textAlignment:right; border:1px solid #c5cae9; color:#2e7d32; bold:true">'+44.2%'</td>
      </tr>
      <tr>
        <td style="padding:5px; backgroundColor:#e8eaf6; bold:true; border:1px solid #c5cae9">'净利润'</td>
        <td style="padding:5px; textAlignment:right; backgroundColor:#f5f6fb; border:1px solid #c5cae9">'1,240'</td>
        <td style="padding:5px; textAlignment:right; backgroundColor:#f5f6fb; border:1px solid #c5cae9">'2,150'</td>
        <td style="padding:5px; textAlignment:right; backgroundColor:#f5f6fb; border:1px solid #c5cae9">'3,890'</td>
        <td style="padding:5px; textAlignment:right; backgroundColor:#f5f6fb; border:1px solid #c5cae9">'5,420'</td>
        <td style="padding:5px; textAlignment:right; backgroundColor:#f5f6fb; border:1px solid #c5cae9; color:#2e7d32; bold:true">'+63.8%'</td>
      </tr>
      <tr>
        <td style="padding:5px; backgroundColor:#e8eaf6; bold:true; border:1px solid #c5cae9">'总资产'</td>
        <td style="padding:5px; textAlignment:right; border:1px solid #c5cae9">'15,800'</td>
        <td style="padding:5px; textAlignment:right; border:1px solid #c5cae9">'22,450'</td>
        <td style="padding:5px; textAlignment:right; border:1px solid #c5cae9">'31,200'</td>
        <td style="padding:5px; textAlignment:right; border:1px solid #c5cae9">'42,800'</td>
        <td style="padding:5px; textAlignment:right; border:1px solid #c5cae9; color:#2e7d32; bold:true">'+39.5%'</td>
      </tr>
      <tr>
        <td style="padding:5px; backgroundColor:#e8eaf6; bold:true; border:1px solid #c5cae9">'净资产'</td>
        <td style="padding:5px; textAlignment:right; backgroundColor:#f5f6fb; border:1px solid #c5cae9">'9,200'</td>
        <td style="padding:5px; textAlignment:right; backgroundColor:#f5f6fb; border:1px solid #c5cae9">'13,800'</td>
        <td style="padding:5px; textAlignment:right; backgroundColor:#f5f6fb; border:1px solid #c5cae9">'19,500'</td>
        <td style="padding:5px; textAlignment:right; backgroundColor:#f5f6fb; border:1px solid #c5cae9">'26,400'</td>
        <td style="padding:5px; textAlignment:right; backgroundColor:#f5f6fb; border:1px solid #c5cae9; color:#2e7d32; bold:true">'+42.1%'</td>
      </tr>
      <tr>
        <td style="padding:5px; backgroundColor:#e8eaf6; bold:true; border:1px solid #c5cae9">'毛利率'</td>
        <td style="padding:5px; textAlignment:right; border:1px solid #c5cae9">'42.5%'</td>
        <td style="padding:5px; textAlignment:right; border:1px solid #c5cae9">'45.8%'</td>
        <td style="padding:5px; textAlignment:right; border:1px solid #c5cae9">'48.2%'</td>
        <td style="padding:5px; textAlignment:right; border:1px solid #c5cae9">'51.6%'</td>
        <td style="padding:5px; textAlignment:right; border:1px solid #c5cae9; color:#2e7d32; bold:true">'+9.1%'</td>
      </tr>
    </table>
  </div>

  <div style="marginBottom:14px">
    <h2 style="color:#1A237E; fontSize:13; bold:true; marginBottom:10px">'关键经营指标'</h2>
    <table style="width:600px; fontSize:10">
      <tr>
        <th style="width:150px; padding:6px; backgroundColor:#e8eaf6; color:#1A237E; textAlignment:center; border:1px solid #9fa8da">'指标维度'</th>
        <th style="padding:6px; backgroundColor:#e8eaf6; color:#1A237E; textAlignment:center; border:1px solid #9fa8da">'说明'</th>
      </tr>
      <tr>
        <td style="width:150px; padding:6px; backgroundColor:#e8eaf6; bold:true; border:1px solid #c5cae9">'营收增长率'</td>
        <td style="padding:6px; border:1px solid #c5cae9">'连续三年保持40%以上增长，2023年达到25,680万元'</td>
      </tr>
      <tr>
        <td style="padding:6px; backgroundColor:#e8eaf6; bold:true; border:1px solid #c5cae9">'利润率提升'</td>
        <td style="padding:6px; border:1px solid #c5cae9">'净利率从14.5%提升至21.1%，盈利能力显著增强'</td>
      </tr>
      <tr>
        <td style="padding:6px; backgroundColor:#e8eaf6; bold:true; border:1px solid #c5cae9">'研发投入'</td>
        <td style="padding:6px; border:1px solid #c5cae9">'研发费用年均增长38.9%，占营收比例达13.3%'</td>
      </tr>
      <tr>
        <td style="padding:6px; backgroundColor:#e8eaf6; bold:true; border:1px solid #c5cae9">'人才结构'</td>
        <td style="padding:6px; border:1px solid #c5cae9">'技术研发人员占比42%，硕士以上学历占35%'</td>
      </tr>
      <tr>
        <td style="padding:6px; backgroundColor:#e8eaf6; bold:true; border:1px solid #c5cae9">'客户质量'</td>
        <td style="padding:6px; border:1px solid #c5cae9">'服务15家上市公司，客户续约率92%，大客户满意度4.8/5.0'</td>
      </tr>
      <tr>
        <td style="padding:6px; backgroundColor:#e8eaf6; bold:true; border:1px solid #c5cae9">'资产质量'</td>
        <td style="padding:6px; border:1px solid #c5cae9">'资产负债率维持在38%左右，流动比率2.8，偿债能力良好'</td>
      </tr>
    </table>
  </div>

  <div style="marginBottom:14px">
    <h2 style="color:#1A237E; fontSize:13; bold:true; marginBottom:10px">'财务指标相关矩阵'</h2>
    <div style="display:flex; justifyContent:space-between">
      <svg style="width:400px;height:400px">${svg}</svg>
      <div style="width:300px; border:1px solid #3F51B5; padding:12px">
        <h3 style="color:#1A237E; fontSize:12; bold:true; marginBottom:8px">'评级指标说明'</h3>
        <div style="fontSize:10; marginBottom:6px">
          <span style="bold:true; color:#303F9F">'财务状况(90分): '</span>
          '营收稳定增长'
        </div>
        <div style="fontSize:10; marginBottom:6px">
          <span style="bold:true; color:#303F9F">'经营能力(95分): '</span>
          '客户留存率高'
        </div>
        <div style="fontSize:10; marginBottom:6px">
          <span style="bold:true; color:#303F9F">'偿债能力(85分): '</span>
          '负债率合理'
        </div>
        <div style="fontSize:10; marginBottom:6px">
          <span style="bold:true; color:#303F9F">'发展潜力(92分): '</span>
          '研发投入增加'
        </div>
      </div>
    </div>
  </div>

  <div style="marginBottom:14px">
    <table style="width:600px; fontSize:10">
      <tr>
        <th style="width:150px; padding:6px; backgroundColor:#303F9F; color:white; textAlignment:center; border:1px solid #c5cae9">'评价项'</th>
        <th style="padding:6px; backgroundColor:#303F9F; color:white; textAlignment:center; border:1px solid #c5cae9">'评级结论'</th>
      </tr>
      <tr>
        <td style="width:150px; padding:8px; backgroundColor:#e8eaf6; bold:true; verticalAlignment:middle; border:1px solid #c5cae9">'综合评价'</td>
        <td style="padding:8px; fontSize:11; border:1px solid #c5cae9">'四川省泡海椒科技有限公司作为国家级高新技术企业和专精特新"小巨人"企业，在云计算和大数据领域表现出色。公司财务状况健康，经营能力突出，技术创新能力强，具备良好的发展潜力。信用评级为AAA级，展望稳定。'</td>
      </tr>
    </table>
  </div>

  <div style="textAlignment:center; marginTop:12px">
    <lineSeparator style="strokeColor:#3F51B5"></lineSeparator>
    <p style="fontSize:9; color:#5c6bc0; marginTop:8px">'本报告依据公开信息和专业评估模型生成，仅供参考 | 报告生成时间: 2025年09月06日'</p>
    <p style="fontSize:9; color:#5c6bc0">'© 2023 企业信用评估中心 版权所有 | 认证编号: CE-2023-001'</p>
  </div>
</body>
</pdf>

Step 2 — the Java class

jquick-pdfx/src/test/java/com/github/paohaijiao/biz/report/JQuickCreditReport11MatrixTest.java

/*
 * Licensed under the Apache License, Version 2.0 (the "License");
 * you may not use this file except in compliance with the License.
 * You may obtain a copy of the License at
 *
 *     http://www.apache.org/licenses/LICENSE-2.0
 *
 * Unless required by applicable law or agreed to in writing, software
 * distributed under the License is distributed on an "AS IS" BASIS,
 * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
 * See the License for the specific language governing permissions and
 * limitations under the License.
 *
 * Copyright (c) [2025-2099] Martin (goudingcheng@gmail.com)
 */
package com.github.paohaijiao.biz.report;

import com.github.paohaijiao.JOption;
import com.github.paohaijiao.config.JPdfConfig;
import com.github.paohaijiao.demo.constant.JQuickConstant;
import com.github.paohaijiao.enums.JChartType;
import com.github.paohaijiao.executor.JQuickPdfFactory;
import com.github.paohaijiao.factory.JChartRendererFactory;
import com.github.paohaijiao.matrix.JCorrelationMatrixOption;
import org.junit.Test;

import java.io.File;
import java.io.FileOutputStream;
import java.io.IOException;

/**
 * 统一信用报告 —— 风格 11：相关矩阵（靛蓝）
 *
 * <p>以 {@code report/credit_report_11_matrix.txt} 为模板，把相关矩阵渲染成 SVG 后
 * 绑定到模板中的 {@code ${svg}} 占位符，输出到 {@code D:\test\creditreport\11_matrix.pdf}。</p>
 *
 * @author Martin
 * @version 1.0.0
 */
public class JQuickCreditReport11MatrixTest {

    public static final String path = JQuickConstant.path;

    @Test
    public void report11Matrix() throws IOException {
        double[][] correlationData = new double[][]{
                {1.00, 0.63, 0.30, -0.62, -0.54, 0.42},
                {0.63, 1.00, 0.55, -0.41, -0.36, 0.38},
                {0.30, 0.55, 1.00, -0.28, -0.24, 0.31},
                {-0.62, -0.41, -0.28, 1.00, 0.72, -0.46},
                {-0.54, -0.36, -0.24, 0.72, 1.00, -0.39},
                {0.42, 0.38, 0.31, -0.46, -0.39, 1.00}
        };
        JCorrelationMatrixOption matrixOption = JCorrelationMatrixOption.builder()
                .title("财务指标相关矩阵", "各财务指标之间的相关性分析")
                .dataset(correlationData)
                .build();
        matrixOption.dataset().dimensions(new String[]{"营业收入", "净利润", "总资产", "资产负债率", "流动比率", "研发投入"});
        JOption option = new JOption();
        option.setCorrelationMatrixOption(matrixOption);

        String svg = JChartRendererFactory.renderChart(JChartType.CorrectionMatrix, option);

        File dir = new File(path + "creditreport");
        if (!dir.exists()) {
            dir.mkdirs();
        }
        FileOutputStream fileOutputStream = new FileOutputStream(path + "creditreport/11_matrix.pdf");
        JPdfConfig config = new JPdfConfig();
        // 开启 flex 行布局：图表与其右侧的指标说明面板在宽度允许时并排，而不是换行堆叠。
        config.getLayoutConfig().setFlexLayout(true);
        JQuickPdfFactory factory = new JQuickPdfFactory(config);
        factory.bind("svg", svg);
        byte[] bytes = factory.executeResource("report/credit_report_11_matrix.txt");
        fileOutputStream.write(bytes);
        fileOutputStream.close();
    }
}

Step 3 — run it

The class is a JUnit test, so run it with Maven:

mvn -pl jquick-pdfx test -Dtest=JQuickCreditReport11MatrixTest

…or call the test method from a main wrapper if you want a plain entry point:

public static void main(String[] args) throws Exception {
    new JQuickCreditReport11MatrixTest().report11Matrix();
}

Output: D:/test/creditreport/11_matrix.pdf

How it works

Binding a chart SVG into the template

The chart is not a bitmap — JChartRendererFactory.renderChart(...) returns an SVG string, and the template embeds it with a single <svg> element bound to ${svg}. That means the chart stays vector-sharp at any zoom level, and it participates in normal flow layout instead of being stamped on top of the page.

Declare only the width on <svg>; the height is derived from the chart's aspect ratio, so the chart never stretches vertically.
Open config.getLayoutConfig().setFlexLayout(true) if the template centers the chart with display:flex.
Bind the SVG string with factory.bind("svg", svg) — bind() is pure data injection and never re-parses markup.

String svg = JChartRendererFactory.renderChart(JChartType.LINE, option);
JQuickPdfFactory factory = new JQuickPdfFactory(config);
factory.bind("svg", svg);
byte[] bytes = factory.executeResource(TEMPLATE);

CJK font configuration

CJK text needs a font that actually contains the glyphs. The engine ships with a Chinese font and lets you switch it through JFontConfig; if a glyph is missing the character is silently dropped or drawn as a box, and the failure looks like a data problem rather than a font problem.

Set the font once on JPdfConfig.getFontConfig() before rendering.
Chart SVG text is a separate pipeline — register the same family on JOption or chart labels fall back to Helvetica.
Prefer the full-width ￥ over ¥; the latter is often absent from CJK faces.

JPdfConfig config = new JPdfConfig();
config.getFontConfig().setDefaultFontName("Noto Sans CJK SC");

Template syntax cheat sheet

Syntax	Meaning
`<p style="fontSize:9pt; bold:true">`	Inline styles use camelCase keys, CSS-like values.
`<lineSeparator style="color:#2E5B8A; thickness:1.5f">`	Horizontal rule with colour and thickness.
`<list style="listStyleType:decimal"><li>`	Ordered or unordered list items.
`<td style="padding:4px; border:1px solid #C3CDD8">`	Cell styling. A `<td>` holds text only — no nested blocks.
`factory.bind("k", v)`	Injects plain text into the context; markup inside a value is dropped.

Gotchas worth remembering

The footer format accepts exactly one %d.
Keep  comments short — long ones can silently blank the render.
Use the full-width ￥, not ¥, or the character may render as ?.
Compute money with BigDecimal, round once, and derive 大写 from the rounded value.

Output

Wrap up

You now have a template file, a Java class and a PDF — all three reproducible from a clean clone. Swap the placeholder blocks for real data (or for real seal images) and the layout does not move.

Series navigation: ← #10 Heatmap of Monthly Revenue Across Regions　·　#12 Sunburst Chart: Drilling Into Merchant Industry Mix →

Full index: README.md　·　Source: jquick-pdf

Appendix — files in this demo

Role	Path
Java class	`jquick-pdfx/src/test/java/com/github/paohaijiao/biz/report/JQuickCreditReport11MatrixTest.java`
Template	`jquick-pdfx/src/test/resources/report/credit_report_11_matrix.txt`
Output PDF	`D:/test/creditreport/11_matrix.pdf`
Preview image	`images/11.png`

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