MULTI-LEVEL TABLE GROUPING

• US 20170315978A1
• Filed: 04/28/2017
• Published: 11/02/2017
• Est. Priority Date: 04/27/2016
• Status: Active Grant

• Current Assignee: Coda Project, Inc.
• Original Assignee: Alexander W. Deneui
• Inventors: Boucher, Melissa Ming-Sak, Britton, Jeremy Edward, Bayes, Luke, Caso, Monica F., Deneui, Alexander W., Eck, Christopher Leland, Ellis, Nigel Robin, Fortes, Filipe P., Greenspan, David Lilja, Hobbs, Brett Robert, Hudson, Matthew B., James, Timothy Andrew, Mendes, Kenneth Francis, Mehrotra, Shishir S., O'Brien, Trevor Michael, Shackleton, Lane Patrick, Shi, Rhed, Sivaramakrishnan, Hariharan, Stowe, Jason Peter, Tamulonis, Jason Andrew, Vasishth, Himanshu, Vyaghrapuri, Ramesh Krishna, Wright, David Richard, Zhan, Irvin, Zurawicki, Roger Mathieu
• Granted Patent: US 10,983,670 B2
• Time in Patent Office: Days
• CPC Class Codes: G06F 11/3438 monitoring of user actions tracking the activity of the user H04L67/535
• CPC Class Codes: G06F 11/3476 Data logging G06F11/14, G06F11/2205 take precedence
• CPC Class Codes: G06F 16/2228 Indexing structures
• CPC Class Codes: G06F 16/2282 Tablespace storage structures; Management thereof
• CPC Class Codes: G06F 16/235 Update request formulation
• CPC Class Codes: G06F 16/2358 Change logging, detection, and notification replication G06F16/27
• CPC Class Codes: G06F 16/26 Visual data mining; Browsing structured data
• CPC Class Codes: G06F 16/93 Document management systems
• CPC Class Codes: G06F 2203/04806 Zoom, i.e. interaction techniques or interactors for controlling the zooming operation
• CPC Class Codes: G06F 3/041 Digitisers, e.g. for touch screens or touch pads, characterised by the transducing means
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 3/04842 Selection of displayed objects or displayed text elements G06F3/0482 takes precedence
• CPC Class Codes: G06F 3/04847 Interaction techniques to control parameter settings, e.g. interaction with sliders or dials
• CPC Class Codes: G06F 3/0485 Scrolling or panning
• CPC Class Codes: G06F 3/0486 Drag-and-drop
• CPC Class Codes: G06F 40/10 Text processing natural language analysis G06F40/20; semantic analysis G06F40/30; processing or translation of natural language G06F40/40
• CPC Class Codes: G06F 40/103 Formatting, i.e. changing of presentation of documents automatic justification G06F40/189; automatic line break hyphenation G06F40/191
• CPC Class Codes: G06F 40/106 Display of layout of documents; Previewing
• CPC Class Codes: G06F 40/14 Tree-structured documents parsing G06F40/205; validation G06F40/226
• CPC Class Codes: G06F 40/166 Editing, e.g. inserting or deleting
• CPC Class Codes: G06F 40/177 : of tables; using ruled lines
• CPC Class Codes: G06F 40/18 : of spreadsheets form-filling G06F40/174
• CPC Class Codes: G06F 40/197 : Version control for software G06F8/71
• CPC Class Codes: G06F 40/205 : Parsing
• CPC Class Codes: G06F 7/544 : for evaluating functions by calculation G06F7/4824 takes precedence
• CPC Class Codes: G06Q 10/101 : Collaborative creation, e.g. joint development of products or services
• CPC Class Codes: G06T 11/206 : Drawing of charts or graphs
• CPC Class Codes: G06T 2200/24 : involving graphical user interfaces [GUIs]

Abstract

The present disclosure describes methods and systems for interpreting a table grouping input value associated with a table, wherein the table comprises a plurality of categories and a plurality of associated data sets corresponding to the plurality of categories, determining an aggregation value in response to the table grouping input value, wherein the aggregation value corresponds to at least one of the plurality of categories, and in response to the aggregation value, providing an aggregated table view.

Claims

1. A method, comprising:

interpreting a table grouping input value associated with a table, wherein the table comprises a plurality of categories and a plurality of associated data sets corresponding to the plurality of categories;

determining an aggregation value in response to the table grouping input value, wherein the aggregation value corresponds to at least one of the plurality of categories; and

in response to the aggregation value, providing an aggregated table view.

2. The method of claim 1, further comprising:

interpreting a first user input comprising a text flow entry;

interpreting a second user input comprising one of an in-line data access entry and a table-based calculation entry;

positioning a text entry value on a unified document surface in response to the first user input;

creating at least one data structure in response to the aggregation value, and further in response to the one of the in-line data access entry and the table-based calculation entry; and

positioning the data structure on the unified document surface.

3. The method of claim 1, further comprising:

accessing a data element;

providing a first view in response to the data element, the first view comprising at least a portion of the data element;

determining a visualization element (VE) in response to the data element and the aggregation value, and further in response to at least one of;

a user visualization selection or a user context value; and

providing a second view in response to the VE and the data element.

4. The method of claim 1, further comprising:

interpreting a user external data reference value and a display location selection value;

accessing an external data source in response to the user external data reference value;

performing a display enrichment operation in response to the external data source, the aggregation value, and the display location selection value; and

providing an enriched display value in response to the display location selection value and the display enrichment operation.

5. The method of claim 1, further comprising:

interpreting an operation log, wherein the operation log comprises at least one first sequential operation defining operations to create data values of a document comprising the table;

interpreting a user formula value and to update the data values of the document in response to the user formula value; and

determining a calculation definition in response to the user formula value and a document object model.

6. The method of claim 1, further comprising:

interpreting a user notification profile value comprising a notification trigger value and a notification response value, wherein the notification response value comprises an action link definition and a notification location value;

interpreting a data value comprising at least a portion of the table;

determining whether an event trigger has occurred in response to the notification trigger value and the data value; and

providing a notification to a user in response to the event trigger and the notification response value.

7. The method of claim 1, further comprising:

determining a calculation definition in response to at least one formula of the document, wherein the at least one formula is associated with the table, and generating an executable object in response to the calculation definition, and wherein the executable object comprises instructions which, upon execution, cause at least one of a document server and a client computing device to perform operations in response to the calculation definition; and

interpreting a user focus location, and directing execution of the executable object in response to the user focus location.

8. The method of claim 1, wherein the interpreting the table grouping input value comprises:

providing an aggregation user interface element to a user;

interpreting a user selection value in response to the aggregation user interface element; and

determining an aggregation profile in response to the user selection value; and

wherein the determining the aggregation value is further in response to the aggregation profile.

9. The method of claim 8, wherein the aggregation profile comprises an aggregation scheme for the plurality of associated data sets, and wherein the aggregation scheme comprises at least one scheme selected from the schemes consisting of:

qualitative aggregation of associated data sets according to at least one of the categories;

quantitative aggregation of associated data sets according to at least one of the categories; and

binned aggregation of associated data sets according to at least one of the categories.

10. The method of claim 9, wherein the aggregation scheme further comprises a nested aggregation of associated data sets according to at least two of the categories.

11. The method of claim 10, further comprising:

interpreting an operation log, wherein the operation log comprises at least one first sequential operation defining operations to create data values of a document comprising the table;

interpreting a user formula value and to update the data values of the document in response to the user formula value;

determining a calculation definition in response to the user formula value and a document object model; and

storing at least one of the aggregation scheme or the aggregation profile on the operation log.

12. The method of claim 1, wherein the interpreting the table grouping input value further comprises interpreting a user drag operation including at least two data values, and wherein the determining the aggregation value comprises preserving original values for the at least two data values.

13. The method of claim 1, further comprising interpreting a user data edit value corresponding to one of the plurality of associated data sets viewable in the aggregated table view, and updating at least one data value on the table in response to the user data edit value.

14. A system, comprising:

a user interaction circuit structured to interpret a table grouping input value associated with at least one table, the table comprising a plurality of categories and a plurality of associated data sets corresponding to the plurality of categories;

a table aggregation circuit structured to determine an aggregation value in response to the table grouping input value, wherein the aggregation value corresponds to at least one of the plurality of categories; and

wherein the user interaction circuit is further structured to provide an aggregated table view in response to the aggregation value.

15. The system of claim 14, further comprising:

a document server structured to communicate at least a portion of a document to a client computing device, the document comprising the table;

the client computing device, comprising;

a user display circuit structured to provide a first view in response to the table, the first view comprising at least a portion of the table;

a visualization tool (VT) circuit structured to determine a visualization element (VE) in response to the table and the aggregation value, and further in response to at least one of;

a user visualization selection or a user context value; and

wherein the user display circuit is further structured to provide a second view in response to the VE and the table.

16. The system of claim 14, further comprising:

a document server structured to communicate at least a portion of a document to a client computing device, the document comprising the table;

the client computing device, comprising;

the user interaction circuit further structured to interpret a user external data reference value and a display location selection value;

an external data access circuit structured to access an external data source in response to the user external data reference value;

a data enrichment circuit structured to perform a display enrichment operation in response to the external data source, the aggregation value, and the display location selection value; and

a user display circuit structured to provide an enriched display value in response to the display location selection value and the display enrichment operation.

17. The system of claim 14, further comprising:

a document server structured to communicate a first operation log to a client computing device, the first operation log comprising at least one first sequential operation defining operations to create a first document, the first document comprising the table;

the client computing device comprising the user interaction circuit and the table aggregation circuit, and wherein the client computing device is structured to;

create a first document view in response to the first operation log, the first document view comprising content generated using at least a portion of the first operation log;

provide the first document view to a display device;

to receive a user document change input value, and to create a local operation log in response to the first operation log and the user document change input value, the local operation log comprising at least one sequential operation defining operations to create a second document;

to update the first document view in response to the user document change input value; and

to communicate a change value for the first operation log to the document server in response to the first operation log and the local operation log.

18. The system of claim 14, further comprising:

a document server communicatively coupled to a client computing device;

the document server structured to communicate a data value to the client computing device, the data value comprising the table;

the client computing device comprising the user interaction circuit and the table aggregation circuit, and further comprising;

a user notification rules circuit structured to interpret a user notification profile value comprising a notification trigger value and a notification response value;

a data management circuit structured to interpret the data value;

a user notification circuit structured to determine whether an event trigger has occurred in response to the notification trigger value and the data value; and

the user interaction circuit further structured to provide a notification to a user in response to the event trigger and the notification response value.

19. The system of claim 18, wherein the user notification circuit is further structured to determine whether an event trigger has occurred in response to the aggregation value.

20. The system of claim 14, further comprising:

a document server communicatively coupled to a client computing device;

the document comprising an operation log, wherein the operation log comprises at least one first sequential operation defining operations to create data values of a document, the document further comprising the table;

a document object model, wherein the document object model comprises an object definition corresponding to each of a plurality of objects in the document;

wherein the document is at least partially positioned on at least one of the document server and the client computing device;

wherein the client computing device comprises a unified document surface application circuit structured to interpret a user formula value and to update the data values of the document in response to the user formula value and the aggregation value; and

a formula engine, wherein the formula engine is structured to determine a calculation definition in response to the user formula value, the aggregation value, and the document object model.

21. A system, comprising:

a user interaction circuit structured to interpret a table grouping input value associated with at least one table, the table comprising a plurality of categories and a plurality of associated data sets corresponding to the plurality of categories;

wherein the user interaction circuit is further structured to interpret the table grouping input value by;

providing an aggregation user interface element to a user;

interpreting a user selection value in response to the aggregation user interface element; and

determining an aggregation profile in response to the user selection value; and

a table aggregation circuit structured to determine an aggregation value in response to the table grouping input value and the aggregation profile, wherein the aggregation value corresponds to at least one of the plurality of categories; and

wherein the user interaction circuit is further structured to provide an aggregated table view in response to the aggregation value.

22. The system of claim 21, wherein the aggregation profile comprises an aggregation scheme for the plurality of associated data sets.

23. The system of claim 22, wherein the aggregation scheme comprises a nested aggregation of associated data sets according to at least two of the categories.

24. The system of claim 23, wherein the aggregation scheme comprises at least one scheme selected from the schemes consisting of:

an associated data set count according to at least one of the categories;

a sum of associated data sets according to at least one of the categories;

an average of associated data sets according to at least one of the categories;

an applied function of associated data sets according to at least one of the categories;

an applied formatting of associated data sets according to at least one of the categories; and

combinations of any two or more of the foregoing.

25. The system of claim 21, wherein the aggregation user interface element comprises at least one element selected from the elements consisting of:

a dedicated aggregation input element;

a table supercell;

a table category heading;

a toolbar interface element;

a menu interface element; and

a context triggered element.

26. The system of claim 21, wherein the table input grouping value comprises at least one value selected from the values consisting of:

a user selection of a dedicated aggregation input element;

a user drag operation to a table supercell;

a user drag operation of a table supercell;

a user drag operation including an element of a first table and an element of a second table;

a user menu interface element selection; and

a user selection of a context triggered element.

27. The system of claim 26, wherein the user interaction circuit is further structured to interpret the table grouping input value by interpreting a user drag operation including at least two data values, and wherein the table aggregation circuit is further structured to determine the aggregation value by preserving original values for the at least two data values.