Automated generation of dashboards for scorecard metrics and subordinate reporting

• US 20070239573A1
• Filed: 03/30/2006
• Published: 10/11/2007
• Est. Priority Date: 03/30/2006
• Status: Active Grant

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Hulen, Corey, Lim, Chen-I, Tien, Ian, Tomai, Catalin
• Granted Patent: US 7,716,592 B2
• Time in Patent Office: Days
• US Class Current: 705/35
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Abstract

An interactive dashboard providing scorecard presentation with subordinate reports is automatically generated and configured based on centrally managed metadata definitions. The dashboard may be customized based on subscriber credentials, past preferences, and the like. The dashboard may be deployed to one or more locations to be consumed and further customized by end users.

Claims

1. A method to be executed at least in part in a computing device for automated generation of a dashboard based on scorecard metrics, comprising:

providing a predetermined number of dashboard layout options in response to a scorecard selection, wherein each dashboard layout option includes a scorecard presentation and at least one subordinate report;

receiving a dashboard layout selection; and

instantiating the dashboard based on the scorecard selection and the dashboard layout selection, wherein the layout information is included in metadata.

2. The method of claim 1, further comprising:

receiving a location selection; and

deploying the dashboard to the selected location.

3. The method of claim 2, further comprising providing a preview of the instantiated dashboard before deployment.

4. The method of claim 2, wherein the location defines one of a server and a place in an enterprise architecture.

5. The method of claim 2, further comprising setting permissions for subscribers upon deployment.

6. The method of claim 5, further comprising enabling a subscriber to further customize the dashboard after deployment.

7. The method of claim 1, wherein the at least one subordinate report is generated based on the scorecard selection.

8. The method of claim 1, wherein the dashboard layout selection is determined based on a subscriber credential.

9. The method of claim 1, wherein the dashboard layout selection is determined based on a set of past subscriber preferences.

10. The method of claim 1, further comprising generating a workflow upon deployment.

11. A computer-readable medium having computer executable instructions for generating and managing a dashboard in a business logic system, the instructions comprising:

determining available dashboard options based on a selection of a scorecard and subordinate reports associated with the scorecard;

instantiating a dashboard in response to receiving a dashboard selection, wherein layout information associated with the dashboard is stored in metadata; and

deploying the dashboard to at least one location in an organizational architecture.

12. The computer-readable medium of claim 11, wherein the deployed dashboard is one of centrally managed using the layout information in the metadata and locally customized by a subscriber.

13. The computer-readable medium of claim 11, wherein the location includes a server.

14. The computer-readable medium of claim 11, wherein determining the dashboard options includes dynamically determining size and placement of the scorecard presentation and the subordinate reports based on a type and number of the subordinate reports.

15. The computer-readable medium of claim 11, wherein the instructions further include providing a link in the deployed dashboard for a subscriber to activate actions associated with a business process whose performance the scorecard measures.

16. A system for generating a dashboard based on a scorecard and subordinate reports, comprising:

a scorecard application configured to compute scorecard metrics and provide a scorecard presentation based on the computed scorecard metrics;

a reporting application configured to provide at least one subordinate report based on the scorecard presentation; and

a dashboard module configured to;

present a predetermined number of dashboard layout options, wherein each dashboard layout option includes a scorecard presentation and at least one subordinate report;

receive a dashboard layout selection; and

instantiate the dashboard based on the dashboard layout selection, wherein the layout information is included in metadata.

17. The system of claim 16, wherein the dashboard module is further configured to deploy the dashboard to at least one location such that further customization can be performed using the metadata.

18. The system of claim 16, wherein the dashboard module is further configured to deploy the dashboard to a plurality of locations, and wherein the dashboard is centrally managed using the layout information in the metadata.

19. The system of claim 16, wherein the dashboard layout options are determined based on the scorecard presentation and a number and types of subordinate reports to be included in the dashboard.

20. The system of claim 16, wherein the dashboard module is integrated with the scorecard application.