Method and system for guiding drilling in a report generated by a reporting system

• US 6,801,910 B1
• Filed: 06/19/2001
• Issued: 10/05/2004
• Est. Priority Date: 06/19/2001
• Status: Active Grant

• Current Assignee: Microstrategy Incorporated
• Original Assignee: Microstrategy Incorporated
• Inventors: Bedell, Jeffrey A., Cappiello, Scott, Martin, Fabrice, Trundle, Steven S., Sherwood, David B., Everhart, L. Douglas, Hurwood, William, Li, Benjamin Z.
• Primary Examiner(s): Coby, Frantz
• Assistant Examiner(s): Alaubaidi, Haythim J.
• Application Number:
  US09/883,505
• Time in Patent Office: 1,204 Days
• Field of Search: 707/2, 707/5, 707/6, 707/102, 707/104.1, 707/205, 715/514, 715/902, 715/907
• US Class Current: 1/1
• CPC Class Codes: G06F 16/283 Multi-dimensional databases or data warehouses, e.g. MOLAP or ROLAP
• CPC Class Codes: Y10S 707/99932 Access augmentation or optimizing
• CPC Class Codes: Y10S 707/99935 Query augmenting and refining, e.g. inexact access
• CPC Class Codes: Y10S 707/99936 Pattern matching access

Abstract

A method and system for guiding drilling into a report are disclosed. Through the use of the invention, a user can drill within a first report dimension or from the first report dimension into a second report dimension. Additionally, a drill map providing a plurality of drilling paths is associated with each report. The system of the invention includes drill transformation tools and drill map management tools for assisting a user in navigating through report instances.

Claims

1. A system for guiding a user'"'"'s drilling into a report, the report formed through combining a template with a filter and including a plurality of dimensions, the system comprising:

a report server for managing reports;

drill transformation tools accessible to the report server for allowing a user to drill within a first dimension or from the first dimension to a second dimension, the drill transformation tools including means for receiving information including a report instance and a user'"'"'s drilling selection and means for processing the information to produce a transformed drill instance; and

drill map management tools accessible to the report server for managing stored information related to each report, the stored information including drill map associated with a report, the drill map containing a sequence of available drill paths for that report to facilitate drilling, the available drill paths providing actions to generate a new, valid report definition based on data available in the database and one or more criteria that specify under what circumstances that drill path may be applied; and

wherein the report server identifies the drill map for a report instance and checks the criteria for drill paths in the drill map to reject drill paths that do not satisfy those criteria based on properties of a report instance being generated by the report server.

2. The system of claim 1, further comprising a reports cache maintained by the report server.

3. The system of claim 1, further comprising objects accessible to the report server for guiding drilling, the objects including one or more of a report instance object, a drill action object, a drill path object, and a drill map object.

4. The system of claim 3, wherein the report instance object comprises information for each report instance, the information including one or more of report definitions, report execution results, a reference to an original report instance if the report instance was created by drilling, header elements on which drilling was performed, a list of applicable drill paths, and a drill action selected by the user.

5. The system of claim 4, wherein the report instance object comprises a drill instance object if the report instance object holds a definition of a drill transformation.

6. The system of claim 3, wherein the drill action object comprises a drill transformation definition including template and filter modifications.

7. The system of claim 3, wherein the drill path object describes a path for a selected report and includes the drill action object for the selected report.

8. The system of claim 7, wherein the drill path object further includes one or more of presentation information including a name, a description, and a grouping construction.

9. The system of claim 7, wherein the drill path object further comprises a value indicating a level of importance of the path.

10. The system of claim 3, wherein the drill map object includes means for associating a collection of paths with a report instance.

11. A method for guiding a user'"'"'s drilling into a report, the method comprising the steps of:

receiving information including a report instance and a user'"'"'s selection on a report instance;

receiving a user'"'"'s drilling request;

identifying a drill map for the report instance based on the drilling request, the drill map including one or more drill paths and one or more criteria that specify under what circumstances each drill path may be applied; and

checking the criteria for drill paths in the drill map to reject drill paths that do not satisfy those criteria based on properties of a report or drill instance being generated by the report server to thus generate a revised drill map;

offering the user a drilling choice, the drilling choice including a report server selection option in which a report server selects at least one drill path based on the revised drill map for the report, the drilling choice further including a self-selection option in which the user specifies the drilling path;

creating a new report definition based on the received drilling choice; and

executing a new report based on the new report definition.

12. The method of claim 11, further comprising the steps of:

accessing a drill map for the report instance if the user selects the report server selection option, the drill map including a sequence of drill paths;

providing a user with a selection of drill paths, the selection including at least one possible drill path.

13. The method of claim 11, further comprising the step of constructing a drill instance to hold a drill transformation result upon receiving a user'"'"'s drilling request.

14. The method of claim 13, further comprising the step of populating the drill instance.

15. The method of claim 11, further comprising the step of allowing the user to drill both within a first dimension and between the first dimension and a second dimension.

16. A method for guiding a user'"'"'s drilling into a report, the method comprising the steps of:

receiving information including a report instance and a user'"'"'s selection on a report instance;

receiving a user'"'"'s drilling request;

accessing a drill map associated with the report instance, the drill map including a sequence of drill paths and for at least one of the drill paths, one or more criteria that specify under what circumstances that drill path may be applied;

providing a user with a selection of drill paths, the selection including at least one possible drill path through a process that includes the act of checking for drill paths in the drill map to reject drill paths that do not satisfy those criteria based on properties of a report or drill instance being generated by the report server;

receiving a path selection from the user;

creating a new report definition based on the received user selection; and

executing a new report based on the new report definition.

17. The method of claim 16, further comprising the step of constructing a drill instance to hold a drill transformation result upon receiving a user'"'"'s drilling request.

18. The method of claim 17, further comprising the step of populating the drill instance.

19. A method of guiding a user'"'"'s drilling into a report, the method comprising the steps of:

receiving information including a report instance and a user'"'"'s selection on a report instance;

receiving a user'"'"'s drilling request;

accessing a drill map, the drill map having been constructed by an expert capable of guiding the user through an investigation, the drill map including a sequence of drill paths and for at least one of the drill paths, one or more criteria that specify under what circumstances that drill path may be applied;

providing the user with a selection including at least one drill path selected from the drill map through a process that includes the act of checking for drill paths in the drill map to reject drill paths that do not satisfy those criteria based on properties of a report or drill instance being generated by the report server; and

creating and executing a new report definition based on the selection.