Systems and methods for interest-driven data visualization systems utilized in interest-driven business intelligence systems

• US 10,459,940 B2
• Filed: 10/18/2017
• Issued: 10/29/2019
• Est. Priority Date: 10/22/2012
• Status: Active Grant

• Current Assignee: Workday Incorporated
• Original Assignee: Workday Incorporated
• Inventors: Prabhu, Prithvi, Werther, Benjamin Mark, Beyer, Kevin Scott, Eshleman, John Glenn, Mulholland, James
• Primary Examiner(s): Mobin, Hasanul
• Application Number:
  US15/787,325
• Publication Number:
  US 20180137180A1
• Time in Patent Office: 741 Days
• CPC Class Codes: G06F 16/248 Presentation of query results

Abstract

Systems and methods for interest-driven data visualization systems in accordance with embodiments of the invention are illustrated. In one embodiment, an interest-driven data visualization system includes a processor, a memory connected configured to store an interest-driven data visualization application, and metadata storage, wherein the interest-driven data visualization application configures the processor to define reporting data requirements, generate data retrieval job data based on the reporting data requirements, transmit the data retrieval job data, receive aggregate data, create at least one piece of reporting data using the received aggregate data and the reporting data requirements, associate visualization metadata with the reporting data describing the visual appearance of the at least one piece of reporting data, and generate a report using the reporting data requirements and the visualization metadata.

Claims

1. An interest-driven data visualization system, comprising:

a processor;

a memory connected to the processor and configured to store an interest-driven data visualization application; and

metadata storage configured to store data description metadata describing raw data;

wherein the interest-driven data visualization application configures the processor to;

define reporting data requirements, where the reporting data requirements comprise at least one piece of reporting data metadata;

generate data retrieval job data based on the at least one piece of reporting data metadata in the reporting data requirements and the data description metadata;

transmit the data retrieval job data to an interest-driven business intelligence system;

receive aggregate data from the interest-driven business intelligence system, where the interest-driven business intelligence system is configured to;

process data retrieval job data to generate aggregate data using the raw data, where a portion of the raw data is unstructured data; and

store aggregate data and the raw data described by the data description metadata stored within a metadata storage device of the interest-driven data visualization system;

create at least one piece of reporting data using the received aggregate data, the data description metadata, and the reporting data metadata;

associate visualization metadata with the reporting data, where the visualization metadata describes a visual appearance of the at least one piece of reporting data; and

generate a report using the at least one piece of reporting data, the reporting data requirements, and the visualization metadata, where the generated report is configured to be displayed using a display device;

determine data description metadata using a second interest-driven business intelligence system, where the second interest-driven business intelligence system is separate from the interest-driven business intelligence system and the data description metadata describes new aggregate data available via the second interest-driven business intelligence system;

create replacement reporting data using the data description metadata;

determine a mapping between a portion of the replacement reporting data and the visualization metadata based on the reporting data requirements and the data description metadata, comprising to;

map a first field in the visualization metadata to a first piece of the replacement reporting data;

map a second field in the visualization metadata to a second piece of the replacement reporting data, the first field being different from the second field; and

generate the mapping between the portion of the replacement reporting data and the visualization metadata based on the first field and the second field; and

generate a replacement report using the mapping between the portion of the replacement reporting data and the visualization metadata.

2. The system of claim 1, wherein the interest-driven data visualization application configures the processor to receive aggregate data metadata from the interest-driven business intelligence system, where the aggregate data metadata includes time estimation data describing a delay associated with generating supplemental aggregate data using the raw data that is generated based on time taken to generate at least a portion of the aggregated data.

3. The system of claim 2, wherein the interest-driven data visualization application configures the processor to include display report metadata in the generated report, where the display report metadata configures the report to include an indication of the delay associated with generating the supplemental aggregate data.

4. The system of claim 2, wherein the interest-driven data visualization application configures the processor to:

generate supplemental data retrieval job data based on the data retrieval job data and the received aggregate data;

transmit the supplemental data retrieval job data to the interest-driven business intelligence system;

receive supplemental aggregate data from the interest-driven business intelligence system;

update at least one piece of the at least one piece of reporting data using the supplemental aggregate data, the data description metadata, and the reporting data metadata; and

update the report using the updated at least one piece of the at least one piece of reporting data.

5. The system of claim 4, wherein the interest-driven data visualization application configures the processor to:

associate an alert with the supplemental data retrieval job data, where the alert comprises an action to be performed; and

perform the action associated with the alert when the supplemental aggregate data is received.

6. The system of claim 1, wherein the interest-driven data visualization application configures the processor to:

capture a visualization snapshot using the generated report, where the visualization snapshot includes a portion of the reporting data, the reporting data requirements, and display data metadata; and

store the visualization snapshot within the memory.

7. The system of claim 6, wherein the interest-driven data visualization application configures the processor to transmit the visualization snapshot to a remote system separate from the interest-driven data visualization system, where the remote system is configured to display the visualization snapshot without communicating with the interest-driven business intelligence system.

8. The system of claim 1, wherein the visualization metadata comprises a portable visualization.

9. The system of claim 1, wherein the visualization metadata is automatically generated based upon the reporting data and the reporting data requirements.

10. A method for creating interest-driven data visualizations, comprising:

defining reporting data requirements using an interest-driven data visualization system, where the reporting data requirements comprise at least one piece of reporting data metadata;

generating data retrieval job data based on the at least one piece of reporting data metadata in the reporting data requirements and data description metadata using the interest-driven data visualization system;

transmitting the data retrieval job data to an interest-driven business intelligence system using the interest-driven data visualization system;

receiving aggregate data from the interest-driven business intelligence system using the interest-driven data visualization system, where the interest-driven business intelligence system is configured to;

process data retrieval job data to generate aggregate data using raw data, where a portion of the raw data is unstructured data; and

store aggregate data and the raw data described by the data description metadata stored within a metadata storage device of the interest-driven data visualization system;

creating at least one piece of reporting data based on the received aggregate data, the data description metadata, and the reporting data metadata using the interest-driven data visualization system;

associating visualization metadata with the reporting data using the interest-driven data visualization system, where the visualization metadata describes a visual appearance of the at least one piece of reporting data;

generating a report based on the at least one piece of reporting data, the reporting data requirements, and the visualization metadata using the interest-driven data visualization system;

determining data description metadata using a second interest-driven business intelligence system, where the second interest-driven business intelligence system is separate from the interest-driven business intelligence system and the data description metadata describes new aggregate data available via the second interest-driven business intelligence system;

creating replacement reporting data using the data description metadata;

determining a mapping between a portion of the replacement reporting data and the visualization metadata based on the reporting data requirements and the data description metadata, comprising;

mapping a first field in the visualization metadata to a first piece of the replacement reporting data;

mapping a second field in the visualization metadata to a second piece of the replacement reporting data, the first field being different from the second field; and

generating the mapping between the portion of the replacement reporting data and the visualization metadata based on the first field and the second field; and

generating a replacement report using the mapping between the portion of the replacement reporting data and the visualization metadata.

11. The method of claim 10, further comprising receiving aggregate data metadata from the interest-driven business intelligence system using the interest-driven data visualization system, where the aggregate data metadata includes time estimation data describing a delay associated with generating supplemental aggregate data using the raw data that is generated based on time taken to generate at least a portion of the aggregated data.

12. The method of claim 11, further comprising displaying report metadata in the generated report using the interest-driven data visualization system, where the display report metadata configures the report to include an indication of the delay associated with generating the supplemental aggregate data.

13. The method of claim 11, further comprising:

generating supplemental data retrieval job data based on the data retrieval job data and the received aggregate data using the interest-driven data visualization system;

transmitting the supplemental data retrieval job data to the interest-driven business intelligence system using the interest-driven data visualization system;

receiving supplemental aggregate data from the interest-driven business intelligence system using the interest-driven data visualization system;

updating at least one piece of the at least one piece of reporting data based on the supplemental aggregate data, the data description metadata, and the reporting data metadata using the interest-driven data visualization system; and

updating the report based on the updated reporting data using the interest-driven data visualization system.

14. The method of claim 13, further comprising:

associating an alert with the supplemental data retrieval job data using the interest-driven data visualization system, where the alert comprises an action to be performed; and

performing the action associated with the alert using the interest-driven data visualization system when the supplemental aggregate data is received.

15. The method of claim 10, furthering comprising:

capturing a visualization snapshot based the generated report using the interest-driven data visualization system, where the visualization snapshot includes a portion of the reporting data, the reporting data requirements, and display data metadata; and

storing the visualization snapshot using the interest-driven data visualization system.

16. The method of claim 15, further comprising transmitting the visualization snapshot to a remote system separate from the interest-driven data visualization system using the interest-driven data visualization system, where the remote system is configured to display the visualization snapshot without communicating with the interest-driven business intelligence system.

17. The method of claim 10, wherein the visualization metadata comprises a portable visualization.

18. The method of claim 10, wherein the visualization metadata is automatically generated based upon the reporting data and the reporting data requirements using the interest-driven data visualization system.