Metadata-driven data presentation module for database system

• US 6,308,168 B1
• Filed: 02/09/1999
• Issued: 10/23/2001
• Est. Priority Date: 02/09/1999
• Status: Expired due to Term

• Current Assignee: Thalveg Data Flow LLC (Intellectual Ventures LLC)
• Original Assignee: Knowledge Discovery One, Inc. (Stamford Industrial Group, Inc.)
• Inventors: Eppele, Peter J., Dovich, Ronald J.
• Primary Examiner(s): Choules, Jack
• Assistant Examiner(s): LEWIS, CHERYL RENEA
• Application Number:
  US09/246,475
• Time in Patent Office: 987 Days
• Field of Search: 707/1, 707/2, 707/3, 707/4, 707/5, 345/352, 345/340, 345/326
• US Class Current: 1/1
• CPC Class Codes: G06F 16/26 Visual data mining; Browsing structured data
• CPC Class Codes: G06F 16/283 Multi-dimensional databases or data warehouses, e.g. MOLAP or ROLAP
• CPC Class Codes: G06Q 30/02 Marketing; Price estimation or determination; Fundraising
• CPC Class Codes: Y10S 707/99931 Database or file accessing
• CPC Class Codes: Y10S 707/99932 Access augmentation or optimizing
• CPC Class Codes: Y10S 707/99933 Query processing, i.e. searching
• CPC Class Codes: Y10S 707/99934 Query formulation, input preparation, or translation

Abstract

A data presentation module presenting panels that are driven by metadata to allow a user to configure the presentation of information from a computer database system. The data presentation module is customized for the user'"'"'s environment by configuring the metadata tables upon initial installation of the data presentation module software. Changes to the panels presented by the data presentation module can be performed by changing the metadata tables and without modifying the data presentation module software. The data presentation module initiates access of metadata files to obtain panel presentation parameters. Examples of panel presentation parameters include intra-panel presentation parameters and inter-panel presentation parameters. Intra-panel presentation parameters include the selection items to be displayed on the panel, the label by which a selection item will be identified on the panel, and the order in which each selection item is to be displayed on the panel. Intra-panel presentation parameters may also define a structure in which the selection items are to be displayed on the panel. Inter-panel presentation parameters include the types of panels and the order that the panels are to be displayed during the report configuration session. Panel presentation parameters may be configured according to configuration parameters such as individual users or projects. The invention displays panels to a user via a user interface according to the panel presentation parameters. The panels allow the user to configure the presentation of information from the database system.

Claims

1. A method for configuring presentation of information from a database system comprising:

initiating access of at least one metadata file to obtain at least one panel presentation parameter from the at least one metadata file; and

displaying at least one panel via a user interface according to the at least one panel presentation parameter obtained from the metadata file, the at least one panel allowing a user to configure the presentation of information from a database system.

2. The method of claim 1 wherein the information from the database system includes useful knowledge derived from an analysis of transactional data.

3. The method of claim 1 wherein the at least one metadata file includes a metadata table.

4. The method of claim 1 wherein initiating the access of at least one metadata file includes invoking a metadata API.

5. The method of claim 1 wherein the at least one panel presentation parameter is configurable according to at least one configuration parameter.

6. The method of claim 5 wherein the at least one configuration parameter includes at least one of a group consisting of users and projects.

7. The method of claim 1 wherein the at least one panel presentation parameter includes selection items to be presented on the panel.

8. The method of claim 7 wherein the at least one panel presentation parameter includes a structure, the selection items being presented on the panel according to the structure.

9. The method of claim 7 wherein the at least one panel presentation parameter includes an order in which the selection items are to be presented on the panel.

10. The method of claim 7 wherein the selection items include display data fields.

11. The method of claim 7 wherein the selection items include constraint data fields.

12. The method of claim 7 wherein the selection items include report types.

13. The method of claim 12 wherein the selection items include groupings of report types.

14. The method of claim 12 wherein the selection items include sub-groupings of report types.

15. The method of claim 7 wherein the selection items include at least one of a group consisting of display data fields, constraint data fields, report types, groupings of report types, and sub-groupings of report types.

16. The method of claim 1 wherein the at least one panel presentation parameter includes at least one intra-panel presentation parameter.

17. The method of claim 16 wherein the at least one intra-panel presentation parameter is configurable according to at least one configuration parameter.

18. The method of claim 17 wherein the at least one configuration parameter includes at least one of a group consisting of users and projects.

19. The method of claim 16 wherein the at least one intra-panel presentation parameter includes selection items to be presented on a panel.

20. The method of claim 19 wherein the displaying at least one panel according to the at least one panel presentation parameter obtained from the metadata file includes displaying the selection items on the panel.

21. The method of claim 19 wherein the selection items to be presented on a panel include at least one of a group consisting of display data fields, constraint data fields, report types, groupings of report types, and sub-groupings of report types.

22. The method of claim 16 wherein the at least one intra-panel presentation parameter includes an order in which selection items are to be displayed on the panel.

23. The method of claim 22 wherein the displaying at least one panel according to the at least one panel presentation parameter obtained from the metadata file includes displaying selection items on the panel in the order specified by the at least one intra-panel presentation parameter.

24. The method of claim 16 wherein the at least one intra-panel presentation parameter defines a structure in which selection items are to be displayed on the panel.

25. The method of claim 24 wherein the displaying at least one panel according to the at least one panel presentation parameter obtained from the metadata file includes displaying the selection items on the panel in the structure defined by the at least one intra-panel presentation parameter.

26. The method of claim 24 wherein the structure is a tree structure that includes two or more levels.

27. The method of claim 1 wherein the at least one panel presentation parameter includes at least one inter-panel presentation parameter.

28. The method of claim 27 wherein the at least one inter-panel presentation parameter is configurable according to at least one configuration parameter.

29. The method of claim 28 wherein the at least one configuration parameter includes at least one of a group consisting of users and projects.

30. The method of claim 27 wherein the at least one inter-panel presentation parameter includes the types of the at least one panel that is to be displayed during a report configuration session.

31. The method of claim 30 wherein the displaying at least one panel according to the at least one panel presentation parameter obtained from the metadata file includes displaying a panel of each type of panel indicated by the at least one inter-panel presentation parameter.

32. The method of claim 27 wherein the at least one inter-panel presentation parameter includes the types of at least one panel that is to be displayed for a selection item selected by the user on a previous panel.

33. The method of claim 32 wherein the selection item selected by the user on a previous panel include at least one of a group consisting of report types, groupings of report types, sub-groupings of report types, display data fields, and constraint data fields.

34. The method of claim 32 wherein the displaying at least one panel according to the at least one panel presentation parameter obtained from the metadata file includes displaying a panel for each type of panel that is to be displayed for the selection item selected by the user on a previous panel.

35. The method of claim 27 wherein the at least one inter-panel presentation parameter includes an order in which the at least one panels are to be displayed.

36. The method of claim 35 wherein the displaying at least one panel according to the at least one panel presentation parameter obtained from the metadata file includes displaying the at least one panel in the order specified by the at least one inter-panel presentation parameter.

37. The method of claim 27 wherein the at least one inter-panel presentation parameter includes an order in which the at least one panel is to be displayed for a selection item selected by the user on a previous panel.

38. The method of claim 37 wherein displaying the at least one panel according to the at least one panel presentation parameter obtained from the metadata file includes displaying the at least one panel for the selection item selected by the user in the order specified by the at least one inter-panel presentation parameter.

39. The method of claim 1 wherein the initiating the access of at least one metadata file includes writing the at least one metadata file to a each memory of a computer system prior to displaying the at least one panel.

40. The method of claim 1 further comprising:

initiating access of the computer database to obtain information requested according to the selected information presentation configuration; and

displaying the information requested per the selected information presentation configuration.

41. An article of manufacture comprising:

a computer-readable medium;

means for initiating access of at least one metadata file to obtain at least one panel presentation parameter from the at least one metadata file, the means for initiating access being stored in the computer-readable medium; and

means for displaying at least one panel via a user interface according to the at least one panel presentation parameter obtained from the metadata file, the means for displaying being stored in the computer-readable medium, the at least one panel allowing a user to configure the presentation of information from a database system.

42. The article of manufacture of claim 41 wherein the information from the database system includes useful knowledge derived from an analysis of transactional data.

43. The article of manufacture of claim 41 wherein the at least one metadata file includes a metadata table.

44. The article of manufacture of claim 41 wherein means for initiating access of at least one metadata file includes means for invoking a metadata API.

45. The article of manufacture of claim 41 wherein the at least one panel presentation parameter includes at least one intra-panel presentation parameter.

46. The article of manufacture of claim 45 wherein the at least one intra-panel presentation parameter is configurable according to at least one configuration parameter.

47. The article of manufacture of claim 46 wherein the at least one configuration parameter includes at least one of a group consisting of users and projects.

48. The article of manufacture of claim 45 wherein the at least one intra-panel presentation parameter includes selection items to be presented on a panel.

49. The article of manufacture of claim 48 wherein the means for displaying at least one panel according to the at least one panel presentation parameter obtained from the metadata file includes means for displaying the selection items on the panel.

50. The article of manufacture of claim 48 wherein the selection items to be presented on a panel include at least one of a group consisting of display data fields, constraint data fields, report types, groupings of report types, and sub-groupings of report types.

51. The article of manufacture of claim 45 wherein the at least one intra-panel presentation parameter includes an order in which selection items are to be displayed on the panel.

52. The article of manufacture of claim 51 wherein the means for displaying at least one panel according to the at least one panel presentation parameter obtained from the metadata file includes means for displaying selection items on the panel in the order specified by the at least one intra-panel presentation parameter.

53. The article of manufacture of claim 45 wherein the at least one intra-panel presentation parameter defines a structure in which selection items are to be displayed on the panel.

54. The article of manufacture of claim 53 wherein the structure is a tree structure that includes two or more levels.

55. The article of manufacture of claim 53 wherein the means for displaying at least one panel according to the at least one panel presentation parameter obtained from the metadata file includes means for displaying selection items on the panel in the structure defined by the at least one intra-panel presentation parameter.

56. The article of manufacture of claim 48 wherein the selection items are displayed in a tree structure that includes two or more levels wherein the at least one intra-panel presentation parameter includes an order in which a selection item is to be presented within a level of the tree structure.

57. The article of manufacture of claim 41 wherein the at least one panel presentation parameter includes at least one inter-panel presentation parameter.

58. The article of manufacture of claim 57 wherein the at least one inter-panel presentation parameter is configurable according to at least one configuration parameter.

59. The article of manufacture of claim 58 wherein the at least one configuration parameter includes at least one of a group consisting of users and projects.

60. The article of manufacture of claim 57 wherein the at least one inter-panel presentation parameter includes the types of the at least one panel that is to be displayed during a report configuration session.

61. The article of manufacture of claim 60 wherein the means for displaying at least one panel according to the at least one panel presentation parameter obtained from the metadata file includes means for displaying a panel of each type of panel indicated by the at least one inter-panel presentation parameter.

62. The article of manufacture of claim 57 wherein the at least one inter-panel presentation parameter includes the types of at least one panel that is to be displayed for a selection item selected by the user on a previous panel.

63. The article of manufacture of claim 57 wherein the at least one inter-panel presentation parameter includes an order in which the at least one panels are to be displayed.

64. The article of manufacture of claim 63 wherein the means for displaying at least one panel according to the at least one panel presentation parameter obtained from the metadata file includes means for displaying the at least one panel in the order specified by the at least one inter-panel presentation parameter.

65. The article of manufacture of claim 62 wherein the selection item selected by the user on a previous panel includes at least one of a group consisting of report types, groupings of report types, sub-groupings of report types, display data fields, and constraint data fields.

66. The article of manufacture of claim 62 wherein the means for displaying at least one panel according to the at least one panel presentation parameter obtained from the metadata file includes means for displaying a panel for each type of panel that is to be displayed for the selection item selected by the user on a previous panel.

67. The article of manufacture of claim 57 wherein the at least one inter-panel presentation parameter includes an order in which the at least one panel is to be displayed for a selection item selected by the user on a previous panel.

68. The article of manufacture of claim 67 wherein means for displaying the at least one panel according to the at least one panel presentation parameter obtained from the metadata file includes means for displaying the at least one panel for the selection item selected by the user in the order specified by the at least one inter-panel presentation parameter.

69. The article of manufacture of claim 41 wherein the means for initiating access of at least one metadata file includes means for writing the at least one metadata file to a cache memory of a computer system prior to displaying the at least one panel.

70. The article of manufacture of claim 41 further comprising:

means for initiating access of the computer database to obtain information requested according to a selected information presentation configuration, the means for initiating access of the computer database being stored in the computer-readable medium; and

means for displaying the information requested per the selected information presentation configuration, the means for displaying being stored in the computer-readable medium.