Sorting and filtering in an interactive report

• US 20060294069A1
• Filed: 06/27/2005
• Published: 12/28/2006
• Est. Priority Date: 06/27/2005
• Status: Abandoned Application

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Wang, Fang, Carlson, Jason D., Hays, Christopher A.
• Application Number:
  US11/167,780
• Publication Number:
  US 20060294069A1
• Time in Patent Office: Days
• US Class Current: 1/1
• CPC Class Codes: G06F 16/248 Presentation of query results

Abstract

End user sorting and filtering of data extracted for report processing can be performed. That is, data can be filtered or sorted subsequent to the execution of underlying queries performed to extract data from a data source. A user can sort or filter data by selecting a set of data values using a filter or sort control attached to a header or to a data field. The scope of effect of the filter or sort within the report may be specified. That is, a specified filter or sort may act locally or may apply globally. Filtering or sorting may apply to other regions of data linked to the filtered or sorted data region according to the specified scope of the filter. A filter or sort may apply to each row of data in the data set, to each row of data in the data region, to each instance of a group or to one or more sets of data.

Claims

1. A system for providing an end user sort capability in a computerized report generator comprising:

a report processor that enables specification of a sort expression for determining a sort to be performed on extracted report data during report processing, a sort expression scope for determining a scope of data on which the sort acts and a sort target for determining a plurality of sets of data to which the sort is propagated.

2. The system of claim 1, wherein the report processor produces a report in which the sort is performed on a datum or calculation not visible in the report and not visible in a user interface for viewing and manipulating the report.

3. The system of claim 1, wherein the report processor produces a report in which details of groups within the report are sorted or a report in which the sort is restricted to contents of an individual group in the report.

4. The system of claim 1, wherein the report processor produces a report in which groups are sorted.

5. The system of claim 1, wherein the report processor enables an end user selection of sort order after a data extraction phase of report generation, comprising one of ascending, descending or unsorted.

6. The system of claim 1, wherein the report processor generates a report based on a parameterized report definition.

7. The system of claim 2, wherein the user interface displays a user sort control enabling a sort to be applied to portions of the report comprising at least one of a data set, a data region, a group or detail rows after a data extraction phase of report generation.

8. A method of enabling an end user to sort report data based on an end user sort specification comprising:

receiving the end user sort specification after a data extraction phase of report generation; and

performing the specified sort based on the end user sort specification and a report definition comprising a sort expression, a sort expression scope and a sort target.

9. The method of claim 8, further comprising:

receiving the sort expression comprising a field or calculation on which the report data is to be sorted;

receiving the sort expression scope specifying a portion of the report data within a generated report to which a sort specified by the sort expression will apply; and

receiving the sort target specifying at least one additional set of data to which the received sort expression acting within the received sort expression scope will automatically be applied.

10. The method of claim 8, further comprising generating a report as specified by the sort expression, the sort expression scope and the sort target.

11. The method of claim 8, wherein the sort expression is defined in the report definition to comprise a calculation or sort expression not present in a report generated from the report definition or in an interface for specifying the end user sort specification.

12. The method of claim 8, wherein the sort expression scope comprises one of a data set, a data region, a group or detail rows.

13. The method of claim 8, wherein the specified sort is propagated to at least one of a plurality of other sets of data.

14. A computer-readable medium comprising computer-executable instructions for performing the following:

structuring extracted report data into levels based on a report definition, the levels comprising at least one of a data set, one or more data regions, one or more groups, or one or more detail rows;

receiving;

a filter expression, specifying a field or calculation on which to filter the extracted report data;

a filter expression scope specifying a portion of the extracted report data within a report generated from the extracted report data to which a filtering operation as specified by the filter expression will apply; and

a filter target specifying at least one additional data region to which the received filter expression acting within the received filter expression scope will automatically be applied.

15. The computer-readable medium of claim 14, comprising further instructions for:

enabling an end user to specify a filter operator and a filter value to be applied after a data extraction phase of report generation by selecting a filter control attached to a column or data field in a report generated from the extracted report data based on the report definition.

16. The computer-readable medium of claim 15, comprising further instructions for:

applying the end user specified filter locally to a single subset of the extracted report data, wherein the single subset comprises a data region or a group or a data set.

17. The computer-readable medium of claim 15, comprising further instructions for:

applying the end user specified filter globally to all occurrences of groups in the extracted report data of the report.

18. The computer-readable medium of claim 17, comprising further instructions for:

applying a filter as defined by the filter operator, filter value, filter expression, filter expression scope and filter target to a plurality of sets of data based on the extracted report data.

19. The computer-readable medium of claim 18, comprising further instructions for:

applying the filter to each row of data in the data set or to each row of data in the data region or to each instance of a group in the data set or to a single group in the data set.

20. The computer-readable medium of claim 19, comprising further instruction to:

enabling multiple filters to be applied to the extracted report data, wherein the multiple filters are applied in sequence.