Populating cells of an electronic financial statement
First Claim
1. A method of generating a formula expression for a cell that is at an intersection of a row and a column in a financial statement, comprising:
- obtaining a row definition for the row, the row definition defining a term of the statement;
obtaining a column definition for the column, the column definition specifying a period of time; and
interpreting the row definition and the column definition to generate a formula expression for the cell.
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Abstract
A computer-implemented method of populating row and column cells of an electronic financial statement document containing with formulas and data, and related apparatus. A formula for a cell in a financial statement is generated from a row definition for the row and a column definition for the column of the cell, where the row definition defines a term of the statement and the column definition specifies a period of time. The resulting statement is displayed to a user, and new formula expressions can be generated to reflect changes in the statement. The statement can have three kinds of columns, namely base columns, subtotal columns, and grand total columns. Data in columns of an input database corresponds to a database period of time, and the base columns in the statement have statement period unit. For each base column of the statement, a correspondence to more than one column of the input database can be computed dynamically. The cells of the statement column can be populated using data from the corresponding database columns. The cells can be repopulated in response to a change in the statement period unit.
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Citations
22 Claims
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1. A method of generating a formula expression for a cell that is at an intersection of a row and a column in a financial statement, comprising:
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obtaining a row definition for the row, the row definition defining a term of the statement;
obtaining a column definition for the column, the column definition specifying a period of time; and
interpreting the row definition and the column definition to generate a formula expression for the cell. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 16, 17, 18, 19, 20)
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15. A method of populating a financial statement having columns and rows, comprising:
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identifying an input database having columns as a source of input data for the statement, the data in the columns corresponding to a database period unit of time;
identifying a statement period unit for the base columns of the statement, the statement period unit being greater than the database period unit;
dynamically computing for each base column of the statement a correspondence to more than one column of the input database; and
populating cells of a statement column using data from the corresponding database columns.
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21. A computer program residing on a computer-readable medium for causing a processor executing the computer program to generate a formula expression for a cell that is at an intersection of a row and a column in an electronic financial statement, the computer program comprising instructions to:
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obtain a row definition for the row, the row definition defining a term of the statement;
obtain a column definition for the column, the column definition specifying a period of time; and
interpret the row definition and the column definition to generate a formula expression for the cell.
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22. A computer program residing on a computer-readable medium for causing a processor executing the computer program to populate an electronic financial statement having columns and rows, the computer program comprising instructions to:
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identify an input database having columns as a source of input data for the statement, the data in the columns corresponding to a database period unit of time;
identify a statement period unit for the base columns of the statement, the statement period unit being greater than the database period unit;
dynamically compute for each base column of the statement a correspondence to more than one column of the input database; and
populate cells of a statement column using data from the corresponding database columns.
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Specification