Method and apparatus for graphic analysis of variation of economic plans
First Claim
1. A method that relates to graphic analysis of variation of economic plans, comprising:
- accessing a plan-model having variables including inputs defined to have externally entered input values and outputs defined to have output values determined through plan-model processes affected by one or more of said input values, said plan-model being changeable into any of a number of what-if states, each of said what-if states being a particular combination of particular values for said inputs and any change in any of said input values being a change of said plan-model from one what-if state to another what-if state;
choosing at least a first goal from said outputs and at least a first factor from said inputs, said first factor being chosen based on said first goal and being an economic parameter, that is useful to a user in planning and managing said first goal and based on desire for information associated with a functional relationship between said first goal and said first factor contained in said plan-model wherein a change in the value of said first factor causes a change in the value of said first goal;
obtaining input values for an initial what-if state of said plan-model, in which what-if state all input values and all output values of said plan-model including the values of said first factor and said first goal are plan values;
establishing at least a first magnitude of variation for the value of said first factor, said first magnitude of variation being established based on said first factor plan value, said variation being in an axis of value variation independent of the axes of value variation represented by the input and output values in said initial what-if state of said plan-model; and
providing a first graph having at least a first graph line in which each graph point reflects a different what-if state of said plan-model, said first graph line developed by determining representative graph points each representing a different first factor substitute value and a corresponding goal variant value for said first goal, wherein;
values of said representative graph points are determined and used to display said first graph and said first graph line in a computer process that includes generation of new values for said representative graph points using said plan-model and said plan values and display of said first graph with said first graph line using said representative graph points, which computer process is independent of user setup of additional modeling to create a table of such values external to said plan-model, said user setup of additional modeling including separate user steps to enter in spreadsheet cells external to said plan-model a plurality of first factor values and a formula reference for calculation of corresponding first goal values;
each of said first factor substitute values is determined based on said first factor plan value and said first magnitude of variation, each of said first factor substitute values is different from and a replacement for said first factor plan value, said first factor substitute values differ from any value of said first factor obtained from said initial what-if state of said plan-model and used in determination of said first factor substitute values, and said first factor substitute values differ from any value of said first factor obtained from the user and used in determination of said first factor substitute values; and
each of said corresponding first goal variant values is the value of said first goal using said plan-model processes with said first factor plan value replaced by the first factor substitute value to which said first goal variant value corresponds, and depending on said relationship between said first goal and said first factor contained in said plan-model said corresponding goal variant values for said first goal are different from the plan value of said first goal, differ from any value of said first goal obtained from said initial what-if state of said plan-model and used in determination of said first goal variant values, and differ from any value of said first goal obtained from the user and used in determination of said first goal variant values;
in which graph line information is provided for said relationship between said first goal and said first factor and the value of said first goal at each value of said first factor for at least ten values of said first factor differing from any value of said first factor obtained from said initial what-if state of said plan-model and differing from any value of said first factor obtained from the user.
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Abstract
Graphic analyses are displayed on a computer display screen showing graph lines of mathematical relationships between goals and factors in a spreadsheet plan and depicting continuums of what-ifs across ranges of variation from the spreadsheet plan, providing information for planning and management of the factors to improve results for the goals. Goals and factors reflect elements of the plan for which, in the spreadsheet, values are contained in output and input cells respectively. The goals and factors are selected by the user from lists that are created and displayed. After such selection, the designated graphic analysis is performed and the graph lines for the selected goal and factor(s) are displayed. The user is able to analyze and evaluate entire ranges of "what-if" possibilities using the graph lines. Desired graph points can be moved to interactively in order to arrive at desired what-if possibilities. At any selected what-if possibility, print and numeric text can be displayed that provides information about the selected what-if possibility. For any desired graph point, a new spreadsheet plan model can be generated with new data reflecting the selected graph point. Selected graphic analyses can be saved in a method and customized user interface that simplify later redevelopment of the graphic analyses ready for further interactive moves to what-if possibilities.
201 Citations
72 Claims
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1. A method that relates to graphic analysis of variation of economic plans, comprising:
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accessing a plan-model having variables including inputs defined to have externally entered input values and outputs defined to have output values determined through plan-model processes affected by one or more of said input values, said plan-model being changeable into any of a number of what-if states, each of said what-if states being a particular combination of particular values for said inputs and any change in any of said input values being a change of said plan-model from one what-if state to another what-if state; choosing at least a first goal from said outputs and at least a first factor from said inputs, said first factor being chosen based on said first goal and being an economic parameter, that is useful to a user in planning and managing said first goal and based on desire for information associated with a functional relationship between said first goal and said first factor contained in said plan-model wherein a change in the value of said first factor causes a change in the value of said first goal; obtaining input values for an initial what-if state of said plan-model, in which what-if state all input values and all output values of said plan-model including the values of said first factor and said first goal are plan values; establishing at least a first magnitude of variation for the value of said first factor, said first magnitude of variation being established based on said first factor plan value, said variation being in an axis of value variation independent of the axes of value variation represented by the input and output values in said initial what-if state of said plan-model; and providing a first graph having at least a first graph line in which each graph point reflects a different what-if state of said plan-model, said first graph line developed by determining representative graph points each representing a different first factor substitute value and a corresponding goal variant value for said first goal, wherein; values of said representative graph points are determined and used to display said first graph and said first graph line in a computer process that includes generation of new values for said representative graph points using said plan-model and said plan values and display of said first graph with said first graph line using said representative graph points, which computer process is independent of user setup of additional modeling to create a table of such values external to said plan-model, said user setup of additional modeling including separate user steps to enter in spreadsheet cells external to said plan-model a plurality of first factor values and a formula reference for calculation of corresponding first goal values; each of said first factor substitute values is determined based on said first factor plan value and said first magnitude of variation, each of said first factor substitute values is different from and a replacement for said first factor plan value, said first factor substitute values differ from any value of said first factor obtained from said initial what-if state of said plan-model and used in determination of said first factor substitute values, and said first factor substitute values differ from any value of said first factor obtained from the user and used in determination of said first factor substitute values; and each of said corresponding first goal variant values is the value of said first goal using said plan-model processes with said first factor plan value replaced by the first factor substitute value to which said first goal variant value corresponds, and depending on said relationship between said first goal and said first factor contained in said plan-model said corresponding goal variant values for said first goal are different from the plan value of said first goal, differ from any value of said first goal obtained from said initial what-if state of said plan-model and used in determination of said first goal variant values, and differ from any value of said first goal obtained from the user and used in determination of said first goal variant values; in which graph line information is provided for said relationship between said first goal and said first factor and the value of said first goal at each value of said first factor for at least ten values of said first factor differing from any value of said first factor obtained from said initial what-if state of said plan-model and differing from any value of said first factor obtained from the user. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22, 23, 24, 25, 26, 27, 28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 48)
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38. A method that relates to graphic analysis of variation of economic plans, comprising:
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accessing a plan-model having variables including inputs defined to have externally entered input values and outputs defined to have output values determined through plan-model processes affected by one or more of said input values, said plan-model being changeable into any of a number of what-if states, each of said what-if states being a particular combination of particular values for said inputs and any change in any of said input values being a change of said plan-model from one what-if state to another what-if state; choosing at least a first goal from said outputs and at least a first factor from said inputs, said first factor being chosen based on said first goal and being an economic parameter that is useful to a user in planning and managing said first goal and based on desire for information associated with a relationship between said first goal and said first factor contained in said plan-model wherein a change in the value of said first factor causes a change in the value of said first goal; obtaining input values for an initial what-if state of said plan-model, in which what-if state all input values and all output values of said plan-model including the values of said first factor and said first goal are plan values; establishing at least a first magnitude of variation for the value of said first factor, said first magnitude of variation being established based on said first factor plan value, said variation being in an axis of value variation independent of the axes of value variation represented by the input and output values in said initial what-if state of said plan-model; providing a first graph having at least a first graph line in which each graph point reflects a different what-if state of said plan-model, said first graph line including graph points each representing a different first factor substitute value and a corresponding goal variant value for said first goal, wherein; each of said first factor substitute values is determined based on said first factor plan value and said first magnitude of variation, each of said first factor substitute values is different from and a replacement for said first factor plan value, said first factor substitute values differ from any value of said first factor obtained from said initial what-if state of said plan-model and used in determination of said first factor substitute values, and said first factor substitute values differ from any value of said first factor obtained from the user and used in determination of said first factor substitute values; and each of said corresponding first goal variant values is the value of said first goal using said plan-model processes with said first factor plan value replaced by the first factor substitute value to which said first goal variant value corresponds, and depending on said relationship between said first goal and said first factor contained in said plan-model said corresponding goal variant values for said first goal are different from the plan value of said first goal, differ from any value of said first goal obtained from said initial what-if state of said plan-model and used in determination of said first goal variant values, and differ from any value of said first goal obtained from the user and used in determination of said first goal variant values; in which graph line information is provided for said relationship between said first goal and said first factor and the value of said first goal at each value of said first factor for at least ten values of said first factor differing from any value of said first factor obtained from said initial what-if state of said plan-model and differing from any value of said first factor obtained from the user; moving interactively along said first graph line to arrive at a first graph point of a plurality of graph points represented by said first graph line, said first graph point representing a first factor substitute value selected by the user from a plurality of factor substitute values represented by the range of a factor axis and reflected by said plurality of graph points along said first graph line, for which first factor substitute value information is desired regarding the corresponding goal variant value of said first goal; determining said corresponding goal variant value of said first goal represented by said first graph point using said first factor substitute value and the relationship between said first goal and said first factor contained in said plan-model; and illustrating said factor substitute value and said corresponding first goal variant value represented by said first graph point, wherein said first graph line represents at least ten graph points including said first graph point to which the user can move interactively, each of said graph points representing a factor substitute value of said first factor different from any value of said first factor obtained from said initial what-if state of said plan-model and representing a what-if state of said plan-model different from said initial what-if state of said plan-model. - View Dependent Claims (39, 40, 41, 42, 43, 44, 45, 46, 47, 49, 50, 51)
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52. A method that relates to graphic analysis of variation of economic plans, comprising:
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accessing a plan-model having variables including inputs defined to have externally entered input values and outputs defined to have output values determined through plan-model processes affected by one or more of said input values, said plan-model being changeable into any of a number of what-if states, each of said what-if states being a particular combination of particular values for said inputs and any change in any of said input values being a change of said plan-model from one what-if state to another what-if state; choosing at least a first goal from said outputs and at least a first factor from said inputs, said first factor being chosen based on said first goal and being an economic parameter that is useful to a user in planning and managing said first goal and based on desire for information associated with a relationship between said first goal and said first factor contained in said plan-model wherein a change in the value of said first factor causes a change in the value of said first goal; obtaining input values for an initial what-if state of said plan-model, in which what-if state all input values and all output values of said plan-model including the values of said first factor and said first goal are plan values; establishing at least a first magnitude of variation for the value of said first factor, said first magnitude of variation being established based on said first factor plan value, said variation being in an axis of value variation independent of the axes of value variation represented by the input and output values in said initial what-if state of said plan-model; providing a first graph having at least a first graph line in which each graph point reflects a different what-if state of said plan-model, said first graph line including graph points each representing a different first factor substitute value and a corresponding goal variant value for said first goal, wherein; each of said first factor substitute values is determined based on said first factor plan value and said first magnitude of variation, each of said first factor substitute values is different from and a replacement for said first factor plan value, said first factor substitute values differ from any value of said first factor obtained from said initial what-if state of said plan-model and used in determination of said first factor substitute values, and said first factor substitute values differ from any value of said first factor obtained from the user and used in determination of said first factor substitute values; and each of said corresponding first goal variant values is the value of said first goal using said plan-model processes with said first factor plan value replaced by the first factor substitute value to which said first goal variant value corresponds, and depending on said relationship between said first goal and said first factor contained in said plan-model said corresponding goal variant values for said first goal are different from the plan value of said first goal differ from any value of said first goal, obtained from said initial what-if state of said plan-model and used in determination of said first goal variant values, and differ from any value of said first goal obtained from the user and used in determination of said first goal variant values; in which graph line information is provided for said relationship between said first goal and said first factor and the value of said first goal at each value of said first factor for at least ten values of said first factor differing from any value of said first factor obtained from said initial what-if state of said plan-model and differing from any value of said first factor obtained from the user; and moving interactively including moving a reference marker to at least a first goal variant value of said first goal relative to a goal axis on said graph and illustrating at least one graph point on said first graph line of said graph that corresponds to said goal variant value moved to, wherein said graph point represents a factor substitute value for said first factor which if substituted for the plan value of said first factor in said plan-model will change said plan-model to a what-if state in which the value of said first goal corresponds to the first goal variant value moved to. - View Dependent Claims (53, 54, 55)
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56. An apparatus that relates to graphic analysis of variation of economic plans, comprising:
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a plan-model having variables including inputs defined to have externally entered input values and outputs defined to have output values determined through plan-model processes affected by one or more of said input values, said plan-model being changeable into any of a number of what-if states, each of said what-if states being a particular combination of particular values for said inputs and any change in any of said input values being a change of said plan-model from one what-if state to another what-if state, from which at least a first goal is chosen from said outputs and at least a first factor is chosen from said inputs, said first factor being chosen based on said first goal and being an economic parameter that is useful to a user in planning and managing said first goal and based on desire for information associated with a functional relationship between said first goal and said first factor contained in said plan-model wherein a change in the value of said first factor causes a change in the value of said first goal, and for which inputs input values are entered for an initial what-if state of said plan-model, in which what-if state all input values and all output values of said plan-model including the values of said first factor and said first goal are plan values; and first means for providing a first graph having at least a first graph line in which each graph point reflects a different what-if state of said plan-model, said first graph line developed by determining representative graph points each representing a different first factor substitute value and a corresponding goal variant value for said first goal, wherein; values of said representative graph points are determined and used to display said first graph and said first graph line in a computer process that includes generation of new values for said representative graph points using said plan-model and said plan values and display of said first graph with said first graph line using said representative graph points, which computer process is independent of user setup of additional modeling to create a table of such values external to said plan-model, said user setup of additional modeling including separate user steps to enter in spreadsheet cells external to said plan-model a plurality of first factor values and a formula reference for calculation of corresponding first goal values; each of said first factor substitute values is determined based on said first factor plan value and a first magnitude of variation established for the value of said first factor, said first magnitude of variation being established based on said first factor plan value, said variation being in an axis of value variation determined independently of the axes of value variation represented by the input and output values in said initial what-if state of said plan-model, each of said first factor substitute values is different from and a replacement for said first factor plan value, said first factor substitute values differ from any value of said first factor obtained from said initial what-if state of said plan-model and used in determination of said first factor substitute values, and said first factor substitute values differ from any value of said first factor obtained from the user and used in determination of said first factor substitute values; and each of said corresponding first goal variant values is the value of said first goal using said plan-model processes with said first factor plan value replaced by the first factor substitute value to which said first goal variant value corresponds, and depending on said relationship between said first goal and said first factor contained in said plan-model said corresponding goal variant values for said first goal are different from the plan value of said first goal, differ from any value of said first goal obtained from said initial what-if state of said plan-model and used in determination of said first goal variant values, and differ from any value of said first goal obtained from the user and used in determination of said first goal variant values; in which graph line information is provided for the relationship between said first goal and said first factor and the value of said first goal at each value of said first factor for at least ten values of said first factor differing from any value of said first factor obtained from said initial what-if state of said plan-model and differing from any value of said first factor obtained from the user. - View Dependent Claims (57, 58, 59, 60, 61, 62, 63, 64, 65)
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66. An apparatus that relates to graphic analysis of variation of economic plans, comprising;
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a plan-model having variables including inputs defined to have externally entered input values and outputs defined to have output values determined through plan-model processes affected by one or more of said input values, said plan-model being changeable into any of a number of what-if states, each of said what-if states being a particular combination of particular values for said inputs and any change in any of said input values being a change of said plan-model from one what-if state to another what-if state, from which at least a first goal is chosen from said outputs and at least a first factor is chosen from said inputs, said first factor being chosen based on said first goal and being an economic parameter that is useful to a user in planning and managing said first goal and based on desire for information associated with a relationship between said first goal and said first factor contained in said plan-model wherein a change in the value of said first factor causes a change in the value of said first goal, and for which inputs input values are entered for an initial what-if state of said plan-model, in which what-if state all input values and all output values of said plan-model including the values of said first factor and said first goal are plan values; first means for providing a first graph having at least a first graph line in which each graph point reflects a different what-if state of said plan-model, said first graph line including graph points each representing a different first factor substitute value and a corresponding goal variant value for said first goal, said first means also for interactively moving relative to said first graph line by selecting by the user of a position relative to a first axis of said first graph, and determining for a graph point on said first graph line at the selected position relative to said first axis the value and position of said graph point relative to a second axis of said first graph according to said relationship between said first goal and said first factor contained in said plan-model, wherein; each of said first factor substitute values is determined based on said first factor plan value and a first magnitude of variation established for the value of said first factor, said first magnitude of variation being established based on said first factor plan value, said variation being in an axis of value variation determined independently of the axes of value variation represented by the input and output values in said initial what-if state of said plan-model, each of said first factor substitute values is different from and a replacement for said first factor plan value, said first factor substitute values differ from any value of said first factor obtained from said initial what-if state of said plan-model and used in determination of said first factor substitute values, and said first factor substitute values differ from any value of said first factor obtained from the user and used in determination of said first factor substitute values; and each of said corresponding first goal variant values is the value of said first goal using said plan-model processes with said first factor plan value replaced by the first factor substitute value to which said first goal variant value corresponds, and depending on said relationship between said first goal and said first factor contained in said plan-model said corresponding goal variant values for said first goal are different from the plan value of said first goal, differ from any value of said first goal obtained from said initial what-if state of said plan-model and used in determination of said first goal variant values, and differ from any value of said first goal obtained from the user and used in determination of said first goal variant values; in which graph line information is provided for the relationship between said first goal and said first factor and the value of said first goal at each value of said first factor for at least ten values of said first factor differing from any value of said first factor obtained from said initial what, if state of said plan-model and differing from any value of said first factor obtained from the user. - View Dependent Claims (67, 68, 69, 70, 71, 72)
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Specification