Declarative specification of visualization queries, display formats and bindings

• US 10,049,141 B2
• Filed: 10/10/2014
• Issued: 08/14/2018
• Est. Priority Date: 10/10/2014
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Prophete, Didier, Im, Fred, Chakravarthy, Vijayasarathy
• Primary Examiner(s): Choi, Carol
• Application Number:
  US14/512,263
• Publication Number:
  US 20160103886A1
• Time in Patent Office: 1,404 Days
• CPC Class Codes: G06F 16/2455 Query execution
• CPC Class Codes: G06F 16/248 Presentation of query results
• CPC Class Codes: G06F 16/904 Browsing; Visualisation therefor for navigating the web G06F16/954; browsing optimisation for the web G06F16/957
• CPC Class Codes: G06F 40/205 Parsing

Abstract

The technology disclosed relates to a platform for ultra-fast, ad-hoc data exploration and faceted navigation on integrated, heterogeneous data sets. The disclosed method of declarative specification of visualization queries, display formats and bindings represents queries, widgets and bindings combined on a dashboard in real time, with flexible display options for analyzing data and conveying analysis results.

Claims

1. A method of generating a dashboard that includes multiple panels from a declarative representation of queries, widgets, bindings and facets, the method including:

accessing one or more configuration files that represent interaction among queries, widgets, bindings and facet property settings to generate multiple panels of a dashboard;

parsing key-value properties in the configuration files to identify queries, wherein each query specifies a value or range of values of at least one dimension and, when processed, returns a data set that includes at least one dimension and at least one measure;

providing a plurality of visualization widgets, wherein each visualization widget, when invoked on a computer including a processor,

accepts as input the dimension returned in the data set as an independent variable and the measure as a dependent variable;

generates a specified chart or graph from the dimension and the measure to form a first view of segments in the specified chart or graph, each segment of the segments having a starting position in the first view and each segment in the

specified chart or graph illustrating a first measurement of data from the data set with respect to a first particular constraint;

invokes a tweener to morph each of the segments to second view from the first view by morphing each of the segments from the starting position in the first view to multiple intermediate positions and then to an ending position in the second view, each segment in the second view of the specified chart or graph illustrating a second measurement of data from the data set with respect to a second particular constraint; and

invokes the tweener to morph to a third view from the second view by morphing each of the segments from the ending position in the second view to multiple intermediate positions and then to an ending position in the third view;

parsing key-value properties in the configuration files to identify panels, wherein each panel declares a binding that links an associated visualization widget to an associated query;

wherein each panel declares the specified chart or graph into which the data set returned by the associated query will be rendered by the associated visualization widget; and

wherein at least some of the panels set the facet property, wherein the facet property links operation of data filtering controls among the panels, whereby selection of a data filter control in one panel causes the selected data filter to be applied to additional panels that have the facet property set; and

generating data representing a dashboard and the panels based at least in part on the configuration files.

2. The method of claim 1, wherein a declarative form of representing the interaction to generate multiple panels of the dashboard in the configuration files is compliant with JSON (JavaScript Object Notation).

3. The method of claim 1, wherein each panel declares a visualization widget type selected from a group that includes at least one of donut chart, time chart, horizontal bar chart, stacked horizontal bar chart, and scatter plot.

4. The method of claim 1, wherein:

the method further includes parsing key-value properties in the configuration files to identify control widgets;

each control widget is declared to have a control widget type selected from a group that includes at least list selector, range selector and date selector types;

each control widget selects a value or range of values of at least one associated dimension that is used to generate a query; and

execution of the query generated from the control widget is linked to updating data in the panels that have the facet property set.

5. The method of claim 1, wherein:

the method further includes parsing key-value properties in the configuration files to identify control widgets;

each control widget selects a value or range of values of at least one associated dimension that is used to generate a query; and

execution of the query generated from the control widget is linked to updating data in the panels that have the facet property set.

6. The method of claim 1, wherein at least some of the panels are declared by six to ten key-value property pairs.

7. An apparatus for generating a dashboard that includes multiple panels from a declarative representation of queries, widgets, bindings and facets, the apparatus including:

a computer including a processor;

a memory coupled to the processor, wherein the memory includes computer program instructions causing the computer to implement a process including;

accessing one or more configuration files that represent interaction among queries, widgets, bindings and facet property settings to generate multiple panels of a dashboard;

parsing key-value properties in the configuration files to identify queries, wherein each query specifies a value or range of values of at least one dimension and, when processed, returns a data set that includes at least one dimension and at least one measure;

providing a plurality of visualization widgets, wherein each visualization widget, when invoked,

accepts as input the dimension returned in the data set as an independent variable and the measure as a dependent variable;

generates a specified chart or graph from the dimension and the measure to form a first view of segments in the specified chart or graph, each segment of the segments having a starting position in the first view and each segment in the specified chart or graph illustrating a first measurement of data from the data set with respect to a first particular constraint;

invokes a tweener to morph each of the segments to a second view from the first view by morphing each of the segments from the starting position in the first view to multiple intermediate positions and then to an ending position in the second view, each segment in the second view of the specified chart or graph illustrating a second measurement of data from the data set with respect to a second particular constraint; and

invokes the tweener to morph to a third view from the second view by morphing each of the segments from the ending position in the second view to multiple intermediate positions and then to an ending position in the third view;

parsing key-value properties in the configuration files to identify panels, wherein each panel declares a binding that links an associated visualization widget to an associated query;

wherein each panel declares the specified chart or graph into which the data set returned by the associated query will be rendered by the associated visualization widget; and

wherein at least some of the panels set the facet property, wherein the facet property links operation of data filtering controls among the panels, whereby selection of a data filter control in one panel causes the selected data filter to be applied to additional panels that have the facet property set; and

generating data representing a dashboard and the panels based at least in part on the configuration files.

8. The apparatus of claim 7, wherein a declarative form of representing the interaction to generate multiple panels of the dashboard in the configuration files is compliant with JSON (Java Script Object Notation).

9. The apparatus of claim 7, wherein each panel declares a visualization widget type selected from a group that includes at least one of donut chart, time chart, horizontal bar chart, stacked horizontal bar chart, and scatter plot.

10. The apparatus of claim 7, wherein:

the process further includes parsing key-value properties in the configuration files to identify control widgets;

each control widget is declared to have a control widget type selected from a group that includes at least list selector, range selector and date selector types;

each control widget selects a value or range of values of at least one associated dimension that is used to generate a query; and

execution of the query generated from the control widget is linked to updating data in the panels that have the facet property set.

11. The apparatus of claim 7, wherein:

the process further includes parsing key-value properties in the configuration files to identify control widgets;

each control widget selects a value or range of values of at least one associated dimension that is used to generate a query; and

execution of the query generated from the control widget is linked to updating data in the panels that have the facet property set.

12. A non-transitory computer-readable recording medium including computer program instructions that, when executed on a computer, cause the computer to implement a method including:

accessing one or more configuration files that represent interaction among queries, widgets, bindings and facet property settings to generate multiple panels of a dashboard;

parsing key-value properties in the configuration files to identify queries, wherein each query specifies a value or range of values of at least one dimension and, when processed, returns a data set that includes at least one dimension and at least one measure;

providing a plurality of visualization widgets, wherein each visualization widget, when invoked,

accepts as input the dimension returned in the data set as an independent variable and the measure as a dependent variable;

generates a specified chart or graph from the dimension and the measure to form a first view of segments in the specified chart or graph, each segment of the segments having a starting position in the first view and each segment in the specified chart or graph illustrating a first measurement of data from the data set with respect to a first particular constraint;

invokes a tweener to morph each of the segments to a second view from the first view by morphing each of the segments from the starting position in the first view to multiple intermediate positions and then to an ending position in the second view, each segment in the second view of the specified chart or graph illustrating a second measurement of data from the data set with respect to a second particular constraint; and

invokes the tweener to morph to a third view from the second view by morphing each of the segments from the ending position in the second view to multiple intermediate positions and then to an ending position in the third view;

parsing key-value properties in the configuration files to identify panels, wherein each panel declares a binding that links an associated visualization widget to an associated query;

wherein each panel declares the specified chart or table data visualization into which the data set returned by the associated query will be rendered by the associated visualization widget; and

wherein at least some of the panels set the facet property, wherein the facet property links operation of data filtering controls among the panels, whereby selection of a data filter control in one panel causes the selected data filter to be applied to additional panels that have the facet property set; and

generating data representing a dashboard and the panels based at least in part on the configuration files.

13. The non-transitory computer-readable recording medium of claim 12, wherein a declarative form of representing the interaction to generate multiple panels of the dashboard in the configuration files is compliant with JSON (JavaScript Object Notation).

14. The non-transitory computer-readable recording medium of claim 12, wherein each panel declares a visualization widget type selected from a group that includes at least one of donut chart, time chart, horizontal bar chart, stacked horizontal bar chart, and scatter plot.

15. The non-transitory computer-readable recording medium of claim 12, wherein:

the method further includes parsing key-value properties in the configuration files to identify control widgets;

each control widget is declared to have a control widget type selected from a group that includes at least list selector, range selector and date selector types;

each control widget selects a value or range of values of at least one associated dimension that is used to generate a query; and

execution of the query generated from the control widget is linked to updating data in the panels that have the facet property set.

16. The non-transitory computer-readable recording medium of claim 12, wherein:

the method further includes parsing key-value properties in the configuration files to identify control widgets;

each control widget selects a value or range of values of at least one associated dimension that is used to generate a query; and

execution of the query generated from the control widget is linked to updating data in the panels that have the facet property set.