Visual designer for multi-dimensional business logic

• US 20070050237A1
• Filed: 08/30/2005
• Published: 03/01/2007
• Est. Priority Date: 08/30/2005
• Status: Abandoned Application

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Hulen, Corey, Lim, Chen-I, Tien, Ian
• Application Number:
  US11/214,678
• Publication Number:
  US 20070050237A1
• Time in Patent Office: Days
• US Class Current: 705/11
• CPC Class Codes: G06Q 10/00 Administration; Management
• CPC Class Codes: G06Q 10/0639 Performance analysis of employees; Performance analysis of enterprise or organisation operations
• CPC Class Codes: G06Q 10/06393 Score-carding, benchmarking or key performance indicator [KPI] analysis

Abstract

A user interface is provided for visual feedback to a user in a business logic application for generating summary scores from heterogeneous measures for monitoring organizational performance. The user interface includes presenting selections for a scoring pattern, a banding type, and an indicator scheme. In response to the selections, icons, labels, indicator ranges, trend diagrams, and band diagrams are generated. The graphic representations are modified dynamically in response to user adjustment of boundary values using sliders and numeric entries. Scorecards including Key Performance Indicators (KPI'"'"'s) and rolled up KPI scores are created based on user interaction with the graphic user interface.

Claims

1. A computer-implemented method for providing a user interface for generating summary scores from heterogeneous measures stored in a hierarchical structure, comprising:

providing a scoring pattern selection and a banding type selection;

providing an indicator scheme selection based on a selected scoring pattern and a selected banding type, wherein the indicator scheme includes at least a number of bands within a score range;

providing the user interface based on the selected scoring pattern, the banding type, and the indicator scheme such that boundary values are determined for the bands; and

dynamically adjusting the user interface to reflect a scale between at least one lower boundary value and an at least one upper boundary value for the measure that includes the selected number of bands and a placement of a target value and an actual value within the scale.

2. The computer-implemented method of claim 1, wherein the boundary values for the bands are determined based on one of a numeric entry in a text box and a manipulation of a slider.

3. The computer-implemented method of claim 2, wherein elements of the user interface are further adjusted in response to one of the numeric entry in the text box and the manipulation of a slider.

4. The computer-implemented method of claim 2, wherein the user interface is arranged to modify the numeric value in the text box in response to a change of a boundary value by manipulation of the slider, and to adjust a position of the slider in response to a change of the boundary value by an entry of the numeric value in the text box.

5. The computer-implemented method of claim 2, wherein determining the boundary values by the manipulation of the slider enables selection of boundary values between a target value and a best case value if a performance in excess of the target value is to be defined.

6. The computer-implemented method of claim 1, wherein elements of the user interface include a boundary preview diagram that represents the selected number of bands and an indicator range that represents a percentage value of each band and the actual value within the score range.

7. The computer-implemented method of claim 6, wherein the indicator scheme further includes a number of icons for the bands, and a number of labels for the bands, and wherein the icons, the labels for the bands, a color scheme for the boundary preview diagram, and the indicator range are arranged to represent an acceptability level for each band for the heterogeneous measures.

8. The computer-implemented method of claim 6, wherein the elements of the user interface further include a trend diagram that represents a relationship of the actual value to the target value and the score range, and a linear scale that represents a percentage relationship of the actual value to the score range.

9. The computer-implemented method of claim 1, wherein the boundary values for the evenly distributed bands are approximately equidistant.

10. The computer-implemented method of claim 1, wherein the scoring pattern is one of “

Increasing Is Better”

, “

Decreasing Is Better”

, and “

Closer To Target Is Better”

.

11. The computer-implemented method of claim 1, wherein the banding type is one of “

Normalized Value of Actual/Target”

, “

Numeric Value of Actual”

, and “

Stated Score”

.

12. The computer-implemented method of claim 1, further comprising retrieving data associated with at least one measure from one of a multi-dimensional database, a non multi-dimensional database, a relational database, a spreadsheet, and a user input.

13. The computer-implemented method of claim 1, wherein the score range represents a range for a Key Performance Indicator (KPI) and the summary scores represent combinations of weighted KPI'"'"'s.

14. A computer-readable medium having computer instructions for providing a visual authoring tool for a business logic application, the instructions comprising:

providing an indicator scheme selection based on a selected scoring pattern and a banding type, wherein the indicator scheme includes at least a number of bands;

providing a user interface based on the selected scoring pattern, the banding type, and the indicator scheme, wherein the user interface dynamically determines boundary values for the bands and provides a visual representation; and

dynamically adjusting the user interface in response to modifications of the actual value, the target value, and the band boundaries using numeric value entries and slider manipulations.

15. The computer-readable medium of claim 14, wherein the instructions further comprise determining a KPI score based on comparing in-band distances between the actual value and the boundary values, if the banding type is “

Numeric Value of Actual”

;

based on comparing in-band distances between the actual value and the target value, if the banding type is “

Normalized Value of Actual/Target”

; and

based on a user specified data mapping, if the banding type is “

Stated Score”

.

16. The computer-readable medium of claim 15, wherein the instructions further comprise providing a Boundary Preview diagram in the user interface that establishes an evenly distributed scale comprising evenly distributed bands, wherein boundaries of the evenly distributed bands are approximately equidistant, and wherein the bands are presented in a coloring scheme that reflects a relationship of each band to the KPI score.

17. The computer-readable medium of claim 14, wherein the manipulation of the sliders and the text boxes enables a user to modify a relationship between the actual value, the target value, and the score range comprising the bands, and provides with an optional set of icons and labels for the bands a visual feedback of an effect of the modification to the user.

18. A system for providing a graphic user interface for a business logic application, the system comprising:

a database that includes data associated with heterogeneous measures;

a computing device configured to receive user input associated with processing the data associated with the heterogeneous measures; and

to execute computer-executable instructions associated with processing the heterogeneous measures, the computer-executable instructions comprising;

retrieving data associated with at least one measure from the database;

providing an indicator scheme selection based on a scoring pattern and a banding type, wherein the indicator scheme includes a number of bands within a score range, a number of optional icons for the bands, and a number of optional labels for the bands; and

providing the graphic user interface based on the selected scoring pattern, the banding type, and the indicator scheme, wherein the user interface includes a boundary preview diagram that represents the number of bands in a color scheme, an indicator range that represents a percentage value of each band within the score range, a set of icons and labels for each band, and a trend indicator diagram that graphically represents a relationship between an actual value and the score range.

19. The system of claim 18, wherein the color scheme of the bands, the icons, the indicator range, and the indicator trend diagram present visual representations of relationships between the actual value, the target value, the score range comprising the bands.

20. The system of claim 18, wherein the user interface further includes a number of sliders and text boxes that are arranged to manipulate boundary values for the bands such that a numeric value in the text box is modified in response to a change of a boundary value by manipulation of the slider and a position of the slider is modified in response to a change of the numeric value in the text box, and wherein determining the boundary values by the manipulation of the slider enables a user to select a target value that is outside a range between a worst case value and a best case value within the score range.