Automate telling data-rich stories within analytics dashboard

• US 10,642,819 B2
• Filed: 11/28/2017
• Issued: 05/05/2020
• Est. Priority Date: 11/28/2017
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Narasimhan, Anand Bashyam
• Primary Examiner(s): Chau, Dung K
• Application Number:
  US15/823,787
• Publication Number:
  US 20190163774A1
• Time in Patent Office: 889 Days
• Field of Search: 707754, 707737, 715753, 715771, 715735, 715738, 715736, 715733, 715737
• CPC Class Codes: G06F 16/23 Updating
• CPC Class Codes: G06F 16/248 Presentation of query results
• CPC Class Codes: G06Q 10/06393 Score-carding, benchmarking or key performance indicator [KPI] analysis

Abstract

A method for automated filtering within an analytics dashboard includes integrating, by a server and within a user-interface software framework used to develop dynamic web applications, aspects of the analytics dashboard. The server sets a series of filters for a database associated with the analytics dashboard by, for each filter of the series of filters, defining how the filter operates on data within records of the database. The server detects an action through a user interface of the user-interface software framework. Responsive to detecting the action, the server sequentially applies the series of filters to the data within the records of the database according to a sequential order of the series of filters and with a pause between application of each filter. The server displays, within the analytics dashboard, each set of results sequentially in response to application of each respective filter of the series of filters.

Claims

1. A method for automated filtering within an analytics dashboard, the method comprising integrating, by a server and within a user-interface software framework used to develop dynamic web applications, aspects of the analytics dashboard, wherein integrating comprises the server:

setting a series of filters for a database associated with the analytics dashboard by, for each filter of the series of filters, defining how the filter operates on data within records of the database;

retrieving definition of an action that is to trigger a transition between filters ordered sequentially within the series of filters;

applying a first filter of the series of filters to the data within the records of the database in response to detecting the action a first time;

displaying, within the user interface of the analytics dashboard, a first result in response to application of the first filter to the data;

applying a second filter of the series of filters to the data within the records of the database in response to detecting the action a second time; and

displaying, within the user interface of the analytics dashboard, a second result in response to application of the second filter to the data.

2. The method of claim 1, wherein the action comprises at least one of a click of a mouse, selection of a key of a keyboard, or receipt of a selection input from an input device.

3. The method of claim 1, wherein the second filter sequentially follows the first filter in the series of filters.

4. The method of claim 1, wherein applying the first filter further comprises sending a first data packet to the analytics dashboard, the first data packet including a first event that changes filter selection to the first filter, the method further comprising receiving first acknowledgement of change to application of the first filter to the data.

5. The method of claim 4, wherein the first event includes a first asset identifier and a first payload, the first payload comprising code written in a lightweight data-interchange format and including at least one of datasets, dimensions, or field values related to the records of the database as defined by the first filter, and wherein the first asset identifier identifies a sub-category of the data within the database to which the first filter applies.

6. The method of claim 4, wherein applying the second filter further comprises sending a second data packet to the analytics dashboard, the second data packet including a second event that changes filter selection to the second filter, the method further comprising receiving second acknowledgement of change to application of the second filter to the data.

7. A method for automated filtering within an analytics dashboard, the method comprising integrating, by a server and within a user-interface software framework used to develop dynamic web applications, aspects of the analytics dashboard, wherein integrating comprises the server:

setting a series of filters for a database associated with the analytics dashboard by, for each filter of the series of filters, defining how the filter operates on data within records of the database;

detecting an action through a user interface of the user-interface software framework;

responsive to detecting the action, sequentially applying the series of filters to the data within the records of the database according to a sequential order of the series of filters and with a pause between application of each filter of the series of filters; and

displaying, within the analytics dashboard, each set of results sequentially in response to application of each respective filter of the series of filters.

8. The method of claim 7, further comprising executing a delay poller to track passage of a period of time equal to the pause, and to trigger transition to a next filter of the series of filters.

9. The method of claim 7, wherein the action comprises at least one of a click of a mouse, selection of a key of a keyboard, or receipt of a selection input from an input device, to start automating filtering by the data analytics dashboard.

10. The method of claim 7, wherein sequentially applying the series of filters comprises, for each filter, sending a data packet to the analytics dashboard, the data packet including an event that changes filter selection to a next filter within the sequential order of the series of filters.

11. The method of claim 10, wherein the event includes a payload, the payload comprising instructions and including at least one of datasets, dimensions, or field values related to the records of the database as defined by the next filter.

12. The method of claim 10, wherein the event includes a first asset identifier, the first asset identifier identifying a sub-category of the data within the database to which the next filter applies.

13. The method of claim 10, wherein each filter of the series of filters comprises a set of filter selections associated with multiple record categories of the database.

14. The method of claim 7, further comprising, for each filter of the series of filters applied to the data, receiving an acknowledgement packet indicating change to filter application, wherein the acknowledgement packet comprises an event having a payload and an identifier of at least one asset within the analytics dashboard associated with the filter.

15. The method of claim 14, wherein the payload comprises an array of objects that represents one or more record selections of the filter.

16. A system comprising:

a non-transitory computer-readable storage medium to store instructions of a user-interface software framework used to develop dynamic web applications, and to store a database associated with an analytics dashboard; and

a processor coupled to the non-transitory computer-readable storage medium, the processor to execute the instructions to;

program a series of filters for the database, wherein to set each filter of the series of filters, define how the filter operates on data within records of the database;

detect an action through a user interface of the user-interface software framework;

in response to detection of the action, sequentially apply the series of filters to the data within the records of the database according to a sequential order of the series of filters and with a pause between application of each filter of the series of filters; and

display, within the analytics dashboard, each set of results sequentially in response to application of each respective filter of the series of filters.

17. The system of claim 16, wherein the processor is further to execute the instructions to execute a delay poller to track passage of a period of time equal to the pause, and to trigger transition to a next filter of the series of filters.

18. The system of claim 16, further comprising an input device, wherein the action comprises receipt of a selection input, from the input device, to select a presentation start indicia.

19. The system of claim 16, wherein to sequentially apply the series of filters comprises, for each filter, to send a data packet to the analytics dashboard, the data packet including an event that changes filter selection to a next filter within the sequential order of the series of filters.

20. The system of claim 19, wherein the event includes a first asset identifier and a payload, the payload comprising instructions and including at least one of datasets, dimensions, or field values related to the records of the database as defined by the next filter, and wherein the first asset identifier identifies a sub-category of the data within the database to which the next filter applies.

21. The system of claim 19, wherein each filter of the series of filters comprises a set of filter selections associated with multiple record categories of the database.

22. The system of claim 16, wherein the processor is further to execute the instruction to, for each filter of the series of filters applied to the data, receive an acknowledgement packet indicating change to filter application, wherein the acknowledgement packet comprises an event having a payload and an identifier of at least one asset within the analytics dashboard associated with the filter.

23. The system of claim 22, wherein the payload comprises an array of objects that represents one or more record selections of the filter.