Dashboard Editor

• US 20090106656A1
• Filed: 10/23/2007
• Published: 04/23/2009
• Est. Priority Date: 10/23/2007
• Status: Active Grant

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Friedrichsen, Eric, Handy, Stephen Van de Walker, Peterson, Peter Birkedal, Bishel, Scott W., Brenne, Leif Christian
• Granted Patent: US 7,987,428 B2
• Time in Patent Office: Days
• US Class Current: 715/709
• CPC Class Codes: G06F 16/248 Presentation of query results
• CPC Class Codes: G06F 16/26 Visual data mining; Browsing structured data
• CPC Class Codes: G06F 16/338 Presentation of query results
• CPC Class Codes: G06F 16/34 Browsing; Visualisation therefor
• CPC Class Codes: G06F 16/9035 Filtering based on additional data, e.g. user or group profiles
• CPC Class Codes: G06F 16/9038 Presentation of query results
• CPC Class Codes: G06F 16/906 Clustering; Classification
• CPC Class Codes: G06F 3/048 Interaction techniques based on graphical user interfaces [GUI]
• CPC Class Codes: G06F 3/0481 based on specific properties of the displayed interaction object or a metaphor-based environment, e.g. interaction with desktop elements like windows or icons, or assisted by a cursor's changing behaviour or appearance
• CPC Class Codes: G06F 3/0486 Drag-and-drop

Abstract

A user interface programmed to create a digital dashboard includes a dashboard workspace including one or more zones, and a dashboard elements area including a plurality of dashboard elements. A dashboard element of the dashboard elements is dragged and dropped onto one of the zones to add the dashboard element to the digtal dashboard.

Claims

1. A user interface programmed to create a digital dashboard, the interface comprising:

a dashboard workspace including one or more zones; and

a dashboard elements area including a plurality of dashboard elements;

wherein a dashboard element of the dashboard elements is dragged and dropped onto one of the zones to add the dashboard element to the digital dashboard.

2. The user interface of claim 1, wherein the dashboard element is a scorecard.

3. The user interface of claim 1, wherein the dashboard element is a report.

4. The user interface of claim 1, wherein the dashboard element is a filter.

5. The user interface of claim 4, further comprising a wizard programmed to assist a user in creating the filter.

6. The user interface of claim 5, wherein the wizard includes interfaces that guide the user in creating the filter.

7. The user interface of claim 1, further comprising one or more templates that define pre-configured layouts for the zones of the digital dashboard.

8. A method for creating a digital dashboard, the method comprising:

creating one or more zones in a dashboard module;

dragging and dropping a scorecard or report onto a zone;

dragging and dropping a filter onto the zone; and

linking the filter to the scorecard or report.

9. The method of claim 8, further comprising splitting the zone into a plurality of zones.

10. The method of claim 8, further comprising adding a new zone left, right, above, or below the zone.

15. The method of claim 8, further comprising publishing the digital dashboard to a web server.

21. The method of claim 8, further comprising changing a size of the zone.

22. The method of claim 8, further comprising dragging and dropping a plurality of scorecards and reports onto the one or more zones.

23. The method of claim 8, further comprising creating a new filter using a wizard.

24. The method of claim 23, further comprising linking the filter to a scorecard or report using a formula.

11-14. -14. (canceled)

16. A method for creating a filter that is programmed to modify one or more scorecards or reports in a digital dashboard, the method comprising:

allowing for selection of a filter template from a plurality of filter templates, the template defining a type of the filter;

allowing for selection of a data source for the filter;

allowing for selection of filter parameters from the data source;

allowing for selection of a display method for the filter; and

compiling the filter from the filter template, the filter parameters, and the display method.

17. The method of claim 16, further comprising:

applying the filter to an element of the digital dashboard; and

displaying the element with one or more filtered values.

18. The method of claim 17, further comprising adding dimensions and members to the filter.

19. The method of claim 16, further comprising adding dimensions and members to the filter.

20. The method of claim 16, further comprising selecting a method for displaying the element from the group consisting of a list, a tree, and a multi-select tree.