Defining reports for dimension based enterprise resource planning systems

• US 20080319780A1
• Filed: 06/25/2007
• Published: 12/25/2008
• Est. Priority Date: 06/25/2007
• Status: Abandoned Application

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Peterson, Eric C., Evans, Mike R., Hellyer, John C.
• Application Number:
  US11/823,115
• Publication Number:
  US 20080319780A1
• Time in Patent Office: Days
• US Class Current: 705/1
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: G06Q 10/101 Collaborative creation, e.g. joint development of products or services

Abstract

A reporting tool is used to create reports for dimension based ERP (“Enterprise Resource Planning”) systems. The dimensions for the report may be selected manually and/or automatically. The reports are defined using the selected dimensions that are obtained directly from the ERP system without including the fully qualified account information. Additionally, dimension hierarchies may be imported directly from the ERP system.

Claims

1. A computer-implemented method for creating a report definition for a dimension based ERP (“

Enterprise Resource Planning”

) system, comprising;

retrieving available dimensions from the dimension based ERP system;

displaying the available dimensions;

selecting at least one of the available dimensions;

determining dimension members relating to the selected dimension that are to be defined within the report;

creating the report definition;

wherein creating the report definition includes specifying the determined dimension members within the report definition without referencing the dimensions that are not included within the report; and

storing the report definition.

2. The method of claim 1, wherein retrieving the available dimensions from the dimension based ERP system comprises importing dimension hierarchies directly from the ERP system.

3. The method of claim 1, further comprising selecting a dimension range by determining whether a single dimension member is to be selected, a range of dimension members is to be selected or a set of dimension members is to be selected.

4. The method of claim 1, further comprising displaying dimension members relating to the selected dimension to be used;

and wherein determining the dimension members comprises manually selecting the dimension members.

5. The method of claim 3, wherein determining the dimension members comprises automatically selecting the dimension members.

6. The method of claim 5, wherein automatically determining the dimension members comprises using filter criteria.

7. The method of claim 1, wherein the filter criteria include a first character that indicates to include a dimension and a second character that indicates to exclude a dimension.

8. The method of claim 1, further comprising creating a reporting tree definition that provides a hierarchy for the dimensions.

9. The method of claim 1, further comprising splitting a dimension to be included within the report definition.

10. The method of claim 1, wherein creating the report definition includes using a row definition and a column definition.

11. A computer-readable medium having computer-executable instructions for creating a report definition for a dimension based ERP (“

Enterprise Resource Planning”

) system, comprising;

retrieving available dimensions directly from the dimension based ERP system;

displaying the available dimensions within a user interface;

specifying one or more of the available dimensions to be used within the report;

determining dimension members that are associated with the one or more of the available dimensions to be used within the report;

creating a report definition using the determined dimension members by specifying only the determined dimensions within the report definition; and

storing the report definition.

12. The computer-readable medium of claim 11, further comprising displaying dimension members relating to the selected dimension to be used;

defining a dimension range by determining whether a single dimension member is to be selected or a range of dimension members is to be selected or a set of dimension members is to be selected; and

wherein determining the dimensions comprises manually selecting the dimensions.

13. The computer-readable medium of claim 11, wherein determining the dimensions comprises automatically determining the dimensions by using filter criteria to automatically select the dimensions.

14. The computer-readable medium of claim 11, wherein creating the report definition includes using a row definition, a column definition and a reporting tree definition.

15. The computer-readable medium of claim 14, wherein the reporting tree definition provides a hierarchy for the determined dimensions.

16. A system for creating a report definition, comprising:

a dimension based ERP (“

Enterprise Resource Planning”

) system;

a processor and a computer-readable medium;

an operating environment stored on the computer-readable medium and executing on the processor; and

a reporting tool operating under the control of the operating environment and operative to;

retrieve available dimensions directly from the dimension based ERP system;

display the available dimensions on a user interface;

receive a selection from the user interface relating to one or more of the available dimensions to be used within the report definition;

determine dimension members relating to the selection to be used within the report;

creating the report definition;

wherein creating the report definition includes specifying only the determined dimensions within the report definition; and

store the report definition.

17. The system of claim 16, further comprising selecting a dimension range by receiving a selection through the user interface that indicates whether a single dimension member is to be selected, a range of dimension members is to be selected or a set of dimension members is to be selected.

18. The system of claim 16, further comprising displaying dimension members relating to the selected dimension to be used;

and wherein determining the dimension members comprises manually selecting the dimension members.

19. The system of claim 16, wherein selecting the dimensions comprises automatically selecting the dimensions by receiving filter criteria through the user interface.

20. The method of claim 16, further comprising utilizing a row definition, a column definition and a reporting tree definition.