Interactive data visualization user interface with multiple interaction profiles

• US 10,380,770 B2
• Filed: 09/08/2016
• Issued: 08/13/2019
• 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: Stewart, Robin
• Primary Examiner(s): Tank, Andrew L
• Application Number:
  US15/260,261
• Publication Number:
  US 20170069118A1
• Time in Patent Office: 1,069 Days
• CPC Class Codes: G06F 16/26 Visual data mining; Browsing structured data
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 3/04845 for image manipulation, e.g. dragging, rotation, expansion or change of colour
• CPC Class Codes: G06F 3/04847 Interaction techniques to control parameter settings, e.g. interaction with sliders or dials
• CPC Class Codes: G06F 3/04883 for inputting data by handwriting, e.g. gesture or text
• CPC Class Codes: G06T 11/206 Drawing of charts or graphs
• CPC Class Codes: G06T 2200/24 involving graphical user interfaces [GUIs]

Abstract

A user selects a dataset and a first interaction profile. The first interaction profile is one of: category world, time world, or geography world. The first interaction profile corresponds to a first data visualization user interface. Without further user interaction, a method selects multiple fields in the dataset according to the first interaction profile and displays a first data visualization according to the first interaction profile. The first data visualization includes visual marks based on the selected fields. The user specifies some data visualization characteristics, and the method updates the first data visualization according to these characteristics. The user selects a second interaction profile. In response, the method displays a second data visualization user interface corresponding to the second interaction profile, and displays a second data visualization using at least a subset of the multiple fields, where the second data visualization is displayed according to the user-specified characteristics.

Claims

1. A method of analyzing data, comprising:

at a computing device having one or more processors and memory storing one or more programs configured for execution by the one or more processors;

receiving user selection of a dataset and user selection of a first interaction profile of a plurality of interaction profiles, wherein each interaction profile specifies (i) a corresponding user interface and (ii) a corresponding decision tree for forming data visualizations according to selected fields from the data set and according to user-selected analytic questions;

without further user interaction;

selecting a first plurality of fields in the dataset according to the first interaction profile; and

displaying a first data visualization user interface corresponding to the first interaction profile;

in accordance with (i) the decision tree corresponding to the first interaction profile, (ii) the first plurality of fields, and (iii) a user-selected analytic question, displaying a first data visualization in the first data visualization user interface, wherein the first data visualization includes visual marks based on the first plurality of fields in the dataset;

receiving user specification of one or more data visualization characteristics in the first data visualization user interface, and updating the first data visualization according to the specified one or more data visualization characteristics;

receiving user selection of a second interaction profile distinct from the first interaction profile; and

in response to the user selection of the second interaction profile;

displaying a second data visualization user interface corresponding to the second interaction profile; and

displaying a second data visualization using at least a subset of the first plurality of fields in the dataset, wherein the second data visualization is displayed in accordance with the decision tree corresponding to the second interaction profile and the specified one or more data visualization characteristics.

2. The method of claim 1, wherein the specified one or more data visualization characteristics include color encoding of the visual marks.

3. The method of claim 1, wherein the specified one or more data visualization characteristics include size encoding of the visual marks.

4. The method of claim 1, wherein the specified one or more data visualization characteristics include specifying which aggregation function is used for summarizing data values for fields that are aggregated.

5. The method of claim 4, wherein the specified aggregation function is selected from the group consisting of SUM, AVERAGE, MIN, MAX, MEDIAN, and QUANTILE.

6. The method of claim 1, wherein the first interaction profile specifies category analytics, and the second interaction profile specifies time analytics.

7. The method of claim 1, further comprising in response to the user selection of the second interaction profile:

automatically selecting one or more additional fields from the dataset, wherein the one or more additional fields are not in the first plurality of fields;

wherein displaying the second data visualization uses the one or more additional fields.

8. A computer system, comprising:

one or more processors;

memory; 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;

receiving user selection of a dataset and user selection of a first interaction profile of a plurality of interaction profiles, wherein each interaction profile specifies (i) a corresponding user interface and (ii) a corresponding decision tree for forming data visualizations according to selected fields from the data set and according to user-selected analytic questions;

without further user interaction;

selecting a first plurality of fields in the dataset according to the first interaction profile; and

displaying a first data visualization user interface corresponding to the first interaction profile;

in accordance with (i) the decision tree corresponding to the first interaction profile, (ii) the first plurality of fields, and (iii) a user-selected analytic question, displaying a first data visualization in the first data visualization user interface, wherein the first data visualization includes visual marks based on the first plurality of fields in the dataset;

receiving user specification of one or more data visualization characteristics in the first data visualization user interface, and updating the first data visualization according to the specified one or more data visualization characteristics;

receiving user selection of a second interaction profile distinct from the first interaction profile; and

in response to the user selection of the second interaction profile;

displaying a second data visualization user interface corresponding to the second interaction profile; and

displaying a second data visualization using at least a subset of the first plurality of fields in the dataset, wherein the second data visualization is displayed in accordance with the decision tree corresponding to the second interaction profile and the specified one or more data visualization characteristics.

9. The computer system of claim 8, wherein the specified one or more data visualization characteristics include color encoding of the visual marks.

10. The computer system of claim 8, wherein the specified one or more data visualization characteristics include size encoding of the visual marks.

11. The computer system of claim 8, wherein the specified one or more data visualization characteristics include specifying which aggregation function is used for summarizing data values for fields that are aggregated.

12. The computer system of claim 11, wherein the specified aggregation function is selected from the group consisting of SUM, AVERAGE, MIN, MAX, MEDIAN, and QUANTILE.

13. The computer system of claim 8, wherein the first interaction profile specifies category analytics, and the second interaction profile specifies time analytics.

14. The computer system of claim 8, further comprising in response to the user selection of the second interaction profile:

automatically selecting one or more additional fields from the dataset, wherein the one or more additional fields are not in the first plurality of fields;

wherein displaying the second data visualization uses the one or more additional fields.

15. A non-transitory computer readable storage medium storing one or more programs configured for execution by one or more processors of a computer system, the one or more programs comprising instructions for:

receiving user selection of a dataset and user selection of a first interaction profile of a plurality of interaction profiles, wherein each interaction profile specifies (i) a corresponding user interface and (ii) a corresponding decision tree for forming data visualizations according to selected fields from the data set and according to user-selected analytic questions;

without further user interaction;

selecting a first plurality of fields in the dataset according to the first interaction profile; and

displaying a first data visualization user interface corresponding to the first interaction profile;

in accordance with (i) the decision tree corresponding to the first interaction profile, (ii) the first plurality of fields, and (iii) a user-selected analytic question, displaying a first data visualization in the first data visualization user interface, wherein the first data visualization includes visual marks based on the first plurality of fields in the dataset;

receiving user specification of one or more data visualization characteristics in the first data visualization user interface, and updating the first data visualization according to the specified one or more data visualization characteristics;

receiving user selection of a second interaction profile distinct from the first interaction profile; and

in response to the user selection of the second interaction profile;

displaying a second data visualization user interface corresponding to the second interaction profile; and

displaying a second data visualization using at least a subset of the first plurality of fields in the dataset, wherein the second data visualization is displayed in accordance with the decision tree corresponding to the second interaction profile and the specified one or more data visualization characteristics.

16. The computer readable storage medium of claim 15, wherein the specified one or more data visualization characteristics include color encoding of the visual marks.

17. The computer readable storage medium of claim 15, wherein the specified one or more data visualization characteristics include size encoding of the visual marks.

18. The computer readable storage medium of claim 15, wherein the specified one or more data visualization characteristics include specifying which aggregation function is used for summarizing data values for fields that are aggregated. and wherein the specified aggregation function is selected from the group consisting of SUM, AVERAGE, MIN, MAX, MEDIAN, and QUANTILE.

19. The computer readable storage medium of claim 15, wherein the first interaction profile specifies category analytics, and the second interaction profile specifies time analytics.

20. The computer readable storage medium of claim 15, further comprising in response to the user selection of the second interaction profile:

automatically selecting one or more additional fields from the dataset, wherein the one or more additional fields are not in the first plurality of fields;

wherein displaying the second data visualization uses the one or more additional fields.