Method and visual user interface for interactive visual analysis of business expenditure

• US 20030187716A1
• Filed: 03/29/2002
• Published: 10/02/2003
• Est. Priority Date: 03/29/2002
• Status: Abandoned Application

• Current Assignee: International Business Machines Corporation
• Original Assignee: International Business Machines Corporation
• Inventors: Lee, Juhnyoung
• Application Number:
  US10/108,699
• Publication Number:
  US 20030187716A1
• Time in Patent Office: Days
• US Class Current: 705/10
• CPC Class Codes: G06Q 10/06315 Needs-based resource requirements planning or analysis
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: G06Q 10/06375 Prediction of business process outcome or impact based on a proposed change
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: G06Q 30/0201 Market modelling; Market analysis; Collecting market data
• CPC Class Codes: G06Q 30/0204 Market segmentation

Abstract

A method (and system) of providing an interactive visual analysis of business expenditure, includes using an interactive graphical view to gain insight into purchase information for assisting in understanding purchase activities and making decisions on purchasing.

Claims

1. A method of providing an interactive visual analysis of business expenditure, comprising:

using an interactive graphical view to gain insight into purchase information for assisting in understanding purchase activities and making decisions on purchasing.

2. The method of claim 1, further comprising:

summarizing raw purchasing transaction data and other related information.

3. The method of claim 1, further comprising:

allowing multi-dimensional analysis and views of said purchase information from different perspectives and their combinations.

4. The method of claim 3, wherein said different perspectives include any of time, suppliers, buyers, product types, and purchase channels.

5. The method of claim 1, further comprising:

performing at least one of a drill-down and a roll-up of said purchase information along different perspectives and their combinations.

6. The method of claim 1, further comprising:

filtering said purchase information by dynamically created criteria on different perspectives and their combinations.

7. The method of claim 1, further comprising:

allowing a user to view interactively how corporate purchasing policies are enforced.

8. The method of claim 1, further comprising:

providing insight into spending patterns and trends.

9. The method of claim 1, further comprising:

allowing a user to drill down to a lowest level of detail necessary to determine a cause of leakage and focus organizational resources on its elimination.

10. The method of claim 1, further comprising:

identifying purchases made without benefit of an existing contract.

11. The method of claim 1, further comprising:

allowing a user to view “

leakage”

over a period of time.

12. The method of claim 1, further comprising:

providing a summarized view of aggregated “

leakage”

amounts and savings opportunities.

13. The method of claim 1, further comprising:

allowing a user to drill-down details of leakage amount and savings opportunities from different perspectives.

14. The method of claim 1, further comprising:

analyzing a supplier by various attributes.

15. The method of claim 1, further comprising:

interactively identifying most efficient and reliable trading partners.

16. The method of claim 1, further comprising:

allowing a user to view information about purchases in windows dynamically generated from the interactive graphical view by using a pointing device.

17. The method of claim 1, further comprising:

dynamically changing a range of attribute values for which said purchase information is shown in the interactive graphical view by using a pointing device.

18. The method of claim 1, further comprising:

dynamically and interactively analyzing said purchase information on the interactive graphical view and providing decision support to result in an optimum purchasing decision.

19. The method of claim 1, further comprising:

providing the interactive graphical view as a visual user interface including a Tree View, a Filter View, and a Graphic View.

20. The method of claim 19, wherein said tree view provides a hierarchical presentation of summarized expenditure data against one or more dimensions selected by a user,

wherein the filter view provides a presentation of every dimension of expenditure data in consideration that was not selected by the user for the tree view, and

wherein the graphic view provides a visual presentation of the expenditure data shown on the tree view.

21. The method of claim 19, further comprising:

refining a summarized expenditure data shown in the tree view by using one or more filters associated with the expenditure data dimensions provided in the filter view.

22. The method of claim 19, wherein the graphic view presents an entire expenditure data set in a single display screen to allow the user to explore an information space in an effective manner, and allows the user to directly manipulate a data point on the graphic view to discover patterns and trends.

23. The method of claim 1, further comprising:

performing a multi-dimensional analysis of business procurement.

24. The method of claim 1, further comprising:

assembling raw purchase data as source data from a plurality of different sources; and

aggregating the source data to create a target database,

wherein said target database holds the source data in a predetermined format to facilitate creating one or more data cubes for multi-dimensional analysis.

25. The method of claim 24, wherein said target database provides a consistent view of the data, and includes one set of dimension tables for each data schema which have a same set of attributes.

26. The method of claim 1, wherein the interactive graphical view utilizes a target database,

wherein in the target database, a data cube is prepared for the data, and wherein in each data cube, each action represents one dimension.

27. The method of claim 1, further comprising:

creating a design of data cubes and filters, to generate one or more data cubes.

28. The method of claim 27, further comprising:

with the design of said data cubes and said filters, creating by a multi-dimensional data process one or more data cubes; and

using, by a view rendering process, the data cubes to generate the interactive graphical view including a tree view, a filter view, and a graphic view,

wherein with the interactive graphical view, a user views compact and systematic presentation of business expenditure data, directly manipulates various data points, and interactively filters them with dynamically created data queries.

29. The method of claim 28, wherein the tree view comprises a 2-dimensional rendering of a data cube, and each entry in the tree view represents one or more elements cube of a data cube.

30. The method of claim 28, further comprising:

in the filter view, dynamically creating a filter,

wherein each dimension in the filter view includes a pull-down menu with which the user selects one or more attributes in a hierarchical structure of a particular dimension to dynamically create a filter for filtering in data entries to be shown in the tree view and the graphic view.

31. The method of claim 28, further comprising:

at least one of inserting and replacing one or more dimensions from the filter view into the tree view to change a dimension structure in the tree view, and that of the graphic view, such that views in the tree view and the graphic view are automatically coordinated.

32. The method of claim 19, further comprising:

moving a dimension from the tree view to the filter view by using a drag-and-drop pointing device operation,

wherein the dimension moved from the tree view to the filter view is available for filtering operations in the filter view, and the drag-and-drop dimension operations.

33. The method of claim 19, further comprising:

displaying in the graphic view the data entries on a two-dimensional space, one dimension of said two-dimensional space being a time dimension,

wherein the user dynamically selects an appropriate unit of time for measurement data display in the graphic view.

34. A system for providing an interactive visual analysis of business expenditure, comprising:

an interactive graphical view to gain insight into purchase information for assisting in making a decision on purchasing, said interactive graphical view comprising;

a tree view, a filter view, and a graphic view each displaying data dynamically linked together.

35. The system of claim 34, further comprising:

a summarizer unit for summarizing raw purchasing transaction data and other related information.

36. The system of claim 34, wherein said interactive graphical view provides a multi-dimensional analysis and views of said purchase information from different perspectives and their combinations,

wherein said different perspectives include any of time, suppliers, buyers, product types, and purchase channels.

37. The system of claim 34, further comprising:

a menu for performing at least one of a drill-down and a roll-up of said purchase information along different perspectives and their combinations.

38. The system of claim 34, further comprising:

a filer for filtering said purchase information by dynamically created criteria on different perspectives and their combinations.

39. The system of claim 34, wherein said interactive graphical view allows a user to view interactively how corporate purchasing policies are enforced.

40. The system of claim 34, further comprising:

a visual icon on said interactive graphical view for allowing a user to drill down to a lowest level of detail necessary to determine a cause of leakage and focus organizational resources on its elimination.

41. The system of claim 34, further comprising:

means for interactively identifying most efficient and reliable trading partners.

42. The system of claim 34, further comprising:

a pointing device for dynamically creating window allowing a user to view information about purchases in said windows.

43. The system of claim 34, further comprising:

a pointing device for dynamically changing a range of attribute values for which said purchase information is shown in the interactive graphical view.

44. The system of claim 34, further comprising:

means for dynamically and interactively analyzing said purchase information on the interactive graphical view and providing decision support to result in an optimum purchasing decision.

45. The system of claim 34, wherein said tree view provides a hierarchical presentation of the summarized expenditure data against one or more dimensions selected by a user.

46. The system of claim 34, wherein the filter view provides a presentation of every dimension of expenditure data in consideration that was not selected by the user for the tree view, and

wherein the graphic view provides a visual presentation of the expenditure data shown on the tree view.

47. The system of claim 46, further comprising:

a pointing device for refining a summarized expenditure data shown in the tree view by using one or more filters associated with the expenditure data dimensions provided in the filter view.

48. The system of claim 47, wherein the graphic view presents an entire expenditure data set in a single screen to allow the user to explore an information space in an effective manner, and allows the user to directly manipulate the data point on the graphic view to discover patterns and trends.

49. An interactive graphical user interface for providing an interactive visual analysis of business expenditure, comprising:

a display for displaying an interactive graphical view for allowing a user to gain insight into purchase information for assisting in making a decision on purchasing,

said interactive graphical view including a tree view, a filter view, and a graphic view each displaying data dynamically linked together.

50. A signal-bearing medium tangibly embodying a program of machine-readable instructions executable by a digital processing apparatus to perform a method of providing an interactive visual analysis of business expenditure, comprising:

using an interactive graphical view to gain insight into purchase information for assisting in understanding purchase activities and making decisions on purchasing.