Systems and methods for using analytic objects in a dynamic data visualization interface

• US 10,156,975 B1
• Filed: 02/20/2015
• Issued: 12/18/2018
• Est. Priority Date: 09/08/2014
• Status: Active Grant

• Current Assignee: Tableau Software Incorporated (Salesforce.com, Inc.)
• Original Assignee: Tableau Software Incorporated (Salesforce.com, Inc.)
• Inventors: Kim, Jun, Stolte, Christopher Richard, Mackinlay, Jock Douglas, Stewart, Robin, Beran, Bora, Talbot, Justin, Rueter, Marc
• Primary Examiner(s): Young, Kevin L
• Assistant Examiner(s): SILVERMAN, SETH ADAM
• Application Number:
  US14/628,181
• Time in Patent Office: 1,397 Days
• CPC Class Codes: G06F 16/26 Visual data mining; Browsing structured data
• CPC Class Codes: G06F 3/04817 using icons graphical or visual programming using iconic symbols G06F8/34
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 3/0486 Drag-and-drop
• CPC Class Codes: G06T 11/206 Drawing of charts or graphs
• CPC Class Codes: G06T 11/60 Editing figures and text; Combining figures or text

Abstract

A method displays a chart and a visual analytic object superimposed on the chart. The chart displays visual marks representing a data set, displayed according to contents of displayed shelf regions, which determine characteristics of the chart. The analytic object corresponds to an analytic operation applied to the data set. The method detects a first input on the analytic object, and displays a moveable icon corresponding to the analytic object while maintaining display of the analytic object. The method also detects a second input on the moveable icon, and moves the moveable icon over a first shelf region. Upon ceasing to detect the input, the method updates the content of the first shelf region based on the analytic operation, and updates the chart according to updated content of the first shelf region.

Claims

1. A method, comprising:

at an electronic device with a display;

displaying, on the display, a chart including visual marks representing a set of data, wherein the chart is displayed in accordance with contents of a plurality of displayed shelf regions, and wherein each shelf region determines a respective characteristic of the chart;

generating a visual analytic object by applying a first analytic operation to the set of data represented by the visual marks, and displaying the visual analytic object superimposed over the chart, wherein the visual analytic object is an average line, a trend line, a median line, a constant reference line, an exponential curve, a distribution band, a confidence band, or a quartile band;

detecting an input directed to the visual analytic object;

in response to detecting the input;

displaying a moveable icon comprising a representation of the visual analytic object while maintaining display of the visual analytic object; and

moving the moveable icon over a first shelf region of the plurality of shelf regions such that the moveable icon is over the first shelf region immediately prior to ceasing to detect the input;

ceasing to detect the input; and

in response to ceasing to detect the input;

updating the content of the first shelf region to include an association with the first analytic operation corresponding to the visual analytic object; and

updating the chart in accordance with the updated content of the first shelf region, including updating the chart based on values of the set of data represented by the visual marks relative to the first analytic operation corresponding to the visual analytic object.

2. The method of claim 1, wherein the input comprises a drag and drop operation.

3. The method of claim 1, wherein an image is displayed on the moveable icon that identifies the type of the visual analytic object.

4. The method of claim 1, wherein the visual analytic object is selected from the group consisting of average line, trend line, median line, constant reference line, distribution band, and quartile band.

5. The method of claim 1, wherein updating the content of the first shelf region to include the association with the first analytic operation comprises modifying a formula for a data element in the first shelf region.

6. The method of claim 5, wherein modifying the formula for the data element comprises adding to the formula a mathematical operator and a reference to the visual analytic object.

7. The method of claim 1, wherein updating the content of the first shelf region to include the association with the first analytic operation comprises placing in the first shelf region a data element whose formula is based on the first analytic operation.

8. The method of claim 1, wherein the first shelf region is a color encoding shelf, and wherein updating the chart based on values of the set of data represented by the visual marks relative to the first analytic operation comprises displaying a first subset of the visual marks in a first color based on positioning of the visual marks in the chart relative to the visual analytic object, and displaying the remaining visual marks in a second color distinct from the first color.

9. The method of claim 1, wherein the first shelf region is a label encoding shelf, and wherein updating the chart based on values of the set of data represented by the visual marks relative to the first analytic operation comprises displaying labels for a first subset of the visual marks based on positioning of the visual marks in the chart relative to the visual analytic object.

10. The method of claim 1, wherein the first shelf region is a filter shelf, and wherein updating the chart based on values of the set of data represented by the visual marks relative to the first analytic operation comprises displaying a first subset of the visual marks based on positioning of the visual marks in the chart relative to the visual analytic object, and filtering out the remaining visual marks from the chart.

11. The method of claim 10, wherein the visual analytic object is a line, which partitions the chart into a first region and a second region, and wherein the first subset of the visual marks comprise visual marks positioned in the first region.

12. The method of claim 10, further comprising:

displaying a quick filter box that enables a user to select displaying all of the visual marks, displaying only the first subset of the visual marks, or displaying only visual marks not in the first subset.

13. The method of claim 1, wherein updating the chart based on values of the set of data represented by the visual marks relative to the first analytic operation corresponding to the visual analytic object includes:

updating each visual mark based on whether a respective value in the set of data represented by the respective visual mark is greater than or less than a corresponding value of the first analytic operation corresponding to the visual analytic object.

14. A client device, comprising:

one or more processors;

memory;

a display; and

one or more programs stored in the memory and configured for execution by the one or more processors, the one or more programs comprising instructions for;

displaying, on the display, a chart including visual marks representing a set of data, wherein the chart is displayed in accordance with contents of a plurality of displayed shelf regions, and wherein each shelf region determines a respective characteristic of the chart;

generating a visual analytic object by applying a first analytic operation to the set of data represented by the visual marks, and displaying the visual analytic object superimposed over the chart, wherein the visual analytic object is an average line, a trend line, a median line, a constant reference line, an exponential curve, a distribution band, a confidence band, or a quartile band;

detecting an input directed to the visual analytic object;

in response to detecting the input;

displaying a moveable icon comprising a representation of the visual analytic object while maintaining display of the visual analytic object; and

moving the moveable icon over a first shelf region of the plurality of shelf regions such that the moveable icon is over the first shelf region immediately prior to ceasing to detect the input;

ceasing to detect the input; and

in response to ceasing to detect the input;

updating the content of the first shelf region to include an association with the first analytic operation corresponding to the visual analytic object; and

updating the chart in accordance with the updated content of the first shelf region, including updating the chart based on values of the set of data represented by the visual marks relative to the first analytic operation corresponding to the visual analytic object.

15. The client device of claim 14, wherein the input comprises a drag and drop operation.

16. The client device of claim 14, wherein an image is displayed on the moveable icon that identifies the type of the visual analytic object.

17. The client device of claim 14, wherein the visual analytic object is selected from the group consisting of average line, trend line, median line, constant reference line, distribution band, and quartile band.

18. The client device of claim 14, wherein updating the content of the first shelf region to include the association with the first analytic operation comprises modifying a formula for a data element in the first shelf region.

19. The client device of claim 18, wherein modifying the formula for the data element comprises adding to the formula a mathematical operator and a reference to the visual analytic object.

20. The client device of claim 14, wherein updating the content of the first shelf region to include the association with the first analytic operation comprises placing in the first shelf region a data element whose formula is based on the first analytic operation.

21. The client device of claim 14, wherein the first shelf region is a color encoding shelf, and wherein updating the chart based on values of the set of data represented by the visual marks relative to the first analytic operation comprises displaying a first subset of the visual marks in a first color based on positioning of the visual marks in the chart relative to the visual analytic object, and displaying the remaining visual marks in a second color distinct from the first color.

22. The client device of claim 14, wherein the first shelf region is a label encoding shelf, and wherein updating the chart based on values of the set of data represented by the visual marks relative to the first analytic operation comprises displaying labels for a first subset of the visual marks based on positioning of the visual marks in the chart relative to the visual analytic object.

23. The client device of claim 14, wherein the first shelf region is a filter shelf, and wherein updating the chart based on values of the set of data represented by the visual marks relative to the first analytic operation comprises displaying a first subset of the visual marks based on positioning of the visual marks in the chart relative to the visual analytic object, and filtering out the remaining visual marks from the chart.

24. The client device of claim 23, wherein the visual analytic object is a line, which partitions the chart into a first region and a second region, and wherein the first subset of the visual marks comprise visual marks positioned in the first region.

25. The client device of claim 23, wherein the one or more programs further comprise instructions for:

displaying a quick filter box that enables a user to select displaying all of the visual marks, displaying only the first subset of the visual marks, or displaying only visual marks not in the first subset.

26. A non-transitory computer readable storage medium storing one or more programs configured for execution by a client device having one or more processors, memory, and a display, the one or more programs comprising instructions for:

displaying, on the display, a chart including visual marks representing a set of data, wherein the chart is displayed in accordance with contents of a plurality of displayed shelf regions, and wherein each shelf region determines a respective characteristic of the chart;

generating a visual analytic object by applying a first analytic operation to the set of data represented by the visual marks, and displaying the visual analytic object superimposed over the chart, wherein the visual analytic object is an average line, a trend line, a median line, a constant reference line, an exponential curve, a distribution band, a confidence band, or a quartile band;

detecting an input directed to the visual analytic object;

in response to detecting the input displaying a moveable icon comprising a representation of the visual analytic object while maintaining display of the visual analytic object; and

moving the moveable icon over a first shelf region of the plurality of shelf regions such that the moveable icon is over the first shelf region immediately prior to ceasing to detect the input;

ceasing to detect the input; and

in response to ceasing to detect the input;

updating the content of the first shelf region to include an association with the first analytic operation corresponding to the visual analytic object; and

updating the chart in accordance with the updated content of the first shelf region, including updating the chart based on values of the set of data represented by the visual marks relative to the first analytic operation corresponding to the visual analytic object.