Methods and systems for providing a discussion thread to key performance indicator information

• US 10,078,807 B2
• Filed: 05/26/2017
• Issued: 09/18/2018
• Est. Priority Date: 01/06/2011
• Status: Active Grant

• Current Assignee: Simba Technologies, Inc.
• Original Assignee: Dundas Data Visualization, Inc. (Insightsoftware UK Trading Ltd.)
• Inventors: Siklos, Robert E., Kashepava, Stanislav, Marchand, Troy A.
• Primary Examiner(s): Parry, Chris
• Assistant Examiner(s): Stiltner, Weiwei
• Application Number:
  US15/606,901
• Publication Number:
  US 20170330125A1
• Time in Patent Office: 480 Days
• Field of Search: 709203-204
• CPC Class Codes: G06F 16/21 Design, administration or maintenance of databases
• CPC Class Codes: G06F 16/2228 Indexing structures
• CPC Class Codes: G06F 16/2322 using timestamps
• CPC Class Codes: G06F 16/242 Query formulation
• CPC Class Codes: G06F 16/2428 Query predicate definition using graphical user interfaces, including menus and forms G06F16/2423 takes precedence
• CPC Class Codes: G06F 16/245 Query processing
• CPC Class Codes: G06F 16/2477 Temporal data queries
• CPC Class Codes: G06F 16/248 Presentation of query results
• CPC Class Codes: G06F 16/532 Query formulation, e.g. graphical querying
• CPC Class Codes: G06F 3/0481 based on specific properties of the displayed interaction object or a metaphor-based environment, e.g. interaction with desktop elements like windows or icons, or assisted by a cursor's changing behaviour or appearance
• CPC Class Codes: G06F 40/169 Annotation, e.g. comment data or footnotes
• CPC Class Codes: G06Q 10/06393 Score-carding, benchmarking or key performance indicator [KPI] analysis
• CPC Class Codes: G06Q 10/06395 Quality analysis or management

Abstract

Systems and methods for providing a discussion thread to key performance indicator information displayed on a dashboard are disclosed. The system may include a renderer for rendering a dashboard displaying a key performance indicator value corresponding to at least one business value. The system may also include a comment module that is configured to: receive a comment corresponding to the displayed key performance indicator value, and generate a discussion thread including the received comment. The generated dashboard can then be rendered by the renderer in association with the displayed key performance indicator value. In some cases, the discussion thread can include a plurality of related comments.

Claims

1. A system for providing a discussion thread to key performance indicator information visualized in a dashboard displayed on a remote computing device, the dashboard comprising a discussion thread window, the system comprising:

a processor;

a business database storing a plurality of business values;

an intermediate table database storing one or more intermediate tables, wherein the one or more intermediate tables comprise;

a plurality of intermediate values comprising a subset of the plurality of business values,

a plurality of date dimension categories, and

a plurality of dimension categories, each dimension category corresponding to a unique group of at least one of the plurality of intermediate values; and

a dashboard generator configured to;

derive one or more key performance indicator values from the plurality of intermediate values using at least one of the plurality of date dimension categories and at least one of the plurality of dimension categories,

transmit the derived one or more key performance indicator values to the remote computing device for visualization in the dashboard,

receive a comment from the remote computing device via the discussion thread window displayed on the remote computing device, the discussion thread window comprising a dimension category selector for receiving a selection of at least one of the plurality of dimension categories and a date dimension category selector for receiving a selection of at least one of the plurality of date dimension categories,

store the comment in association with;

a selected at least one of the plurality of dimension categories,

a date range comprising a selected at least one of the plurality of date dimension categories, and

an authentication level; and

transmit at least one additional comment to the remote computing device for display in the discussion thread window, the at least one additional comment having a stored association with the selected at least one of the plurality of dimension categories and the selected date range.

2. The system of claim 1, wherein at least some of the plurality of dimension categories are stored as a parent-child hierarchical relationship.

3. The system of claim 1, wherein the authentication level is based on an identification of a user of the remote computing device.

4. The system of claim 1, wherein the dashboard generator is further configured to store the comment in association with a comment group, and wherein the authentication level stored in association with the comment is based on the comment group.

5. The system of claim 1, wherein the plurality of date dimension categories is based on a Gregorian, Fiscal, or ISO 8601 calendar system.

6. A method for providing a discussion thread to key performance indicator information visualized in a dashboard displayed on a computing device, the method comprising:

retrieving a plurality of business values from one or more business databases;

deriving a plurality of intermediate values comprising a subset of the plurality of business values;

deriving one or more key performance indicator values from the plurality of intermediate values using at least one date dimension category and at least two dimension categories stored as a parent-child hierarchical relationship, each of the at least two dimension categories corresponding to a unique group of at least one of the plurality of intermediate values;

rendering a dashboard on a display of the computing device, the dashboard comprising a display of at least one of the one or more key performance indicator values;

rendering a discussion thread window on the display of the computing device, the discussion thread window comprising;

a dimension category selector for receiving a selection of at least one dimension category,

a date dimension category selector for receiving a selection of at least one date dimension category, and

a discussion thread comprising at least one comment stored in association with;

a date dimension category that falls within a date range of the at least one of the one or more key performance indicator values displayed on the rendered dashboard, and

a dimension category that corresponds to a dimension category or a parent dimension category of the at least one of the one or more key performance indicator values displayed on the rendered dashboard,

receiving and storing an additional comment in association with;

a date range comprising a selected at least one of the plurality of date dimension categories; and

a selected at least one dimension category.

7. The method of claim 6, wherein the receiving and storing an additional comment further comprises storing the additional comment in association with an authentication level.

8. The method of claim 6, wherein the discussion thread is associated with an authentication level.

9. The method of claim 6, wherein the at least one date dimension category is based on a Gregorian, Fiscal, or ISO 8601 calendar system.

10. A method for providing a discussion thread to key performance indicator information visualized in a dashboard displayed on a computing device, the method comprising:

rendering a dashboard on a display of the computing device, the dashboard comprising a visualization of at least one key performance indicator value

rendering a discussion thread window on the display of the computing device, the discussion thread window comprising;

a dimension category selector for receiving a selection of at least one dimension category,

a date dimension category selector for receiving a selection of at least one date dimension category, and

a discussion thread comprising at least one comment stored in association with;

a date dimension category that falls within a date range of the visualized at least one key performance indicator value, and

a dimension category that corresponds to a dimension category associated with the visualized at least one key performance indicator value or to a dimension category stored as a parent in a parent-child hierarchical relationship with a dimension category associated with the visualized at least one key performance indicator value,

receiving an additional comment in association with;

a date range comprising a selected at least one of the plurality of date dimension categories; and

a selected at least one dimension category; and

updating the rendered discussion thread window to display the additional comment.

11. The method of claim 10, wherein receiving the additional comment further comprises storing the additional comment in association with an authentication level.

12. The method of claim 11, wherein updating the rendered discussion thread window to display the additional comment further comprises:

comparing the authentication level stored in association with the additional comment with an authentication level stored in association with a user of the computing device, and

in response to determining that the authentication level stored in association with the user is the same or higher than the authentication level stored in association with the additional comment, permitting display of the additional comment, and

in response to determining that the authentication level stored in association with the additional comment is higher than the authentication level stored in association with the user, preventing display of the additional comment.

13. The method of claim 10, wherein the discussion thread is associated with an authentication level.