Collaborative, fault-tolerant, scaleable, flexible, interactive real-time display and processing method and apparatus

• US 7,231,596 B2
• Filed: 11/29/2001
• Issued: 06/12/2007
• Est. Priority Date: 11/29/2000
• Status: Active Grant

• Current Assignee: Dov Koren
• Original Assignee: Dov Koren
• Inventors: Koren, Dov
• Primary Examiner(s): HUYNH, CONG LAC T
• Application Number:
  US09/998,517
• Publication Number:
  US 20020194095A1
• Time in Patent Office: 2,021 Days
• Field of Search: 715/509, 715/510, 715/505, 715/506, 715/504
• US Class Current: 715/210
• CPC Class Codes: G06F 16/9574 of access to content, e.g. by caching
• CPC Class Codes: G06F 16/972 Access to data in other repository systems, e.g. legacy data or dynamic Web page generation
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes

Abstract

The invention relates to a method and system for providing information in an easily customizable, interactive and collaborative format. Various manipulations of the data and its presentation, in many cases within one user action, including, for example, flexibly sorting, moving, aggregating, filtering, charting/graphing, etc. of rows and columns of display can be effected. Furthermore, the method and system enable sharing information between users communicating through a network, in a manner that allows the users to share the application look, feel, interaction and data, in whole or in part. The invention advantageously provides the information recalled from a server system cache, wherein the system can be updated either in real-time or at selectable times and operated in a redundant manner.

Claims

1. A method for facilitating operations on data, the method comprising:

generating a display that visually depicts a table that includes a plurality cells;

wherein cells of the table are arranged in a plurality of cell arrays, including a first type of cell array and a second type of cell array,

wherein the first type of cell array is one of row and column, and the second type of cell array is the other of row and column;

wherein each cell of the plurality of cells is associated with an intersection of a cell array of the first type and a cell array of the second type;

displaying, within the plurality of cells, a plurality of values;

concurrently displaying a plurality of first controls, wherein each first control of the plurality of first controls is associated with a distinct cell array of the first type;

in response to input that selects any first control of the plurality of first controls, performing a first operation based, at least in part, on values contained in the cells that belong to the cell array that is associated with the selected first control;

wherein the first operation belongs to the set consisting of;

an aggregating operation that combines at least some of the cell arrays of the second type to groups of cell arrays based, at least in part, on values contained in the cells that belong to the cell array associated with the selected first control, wherein after the aggregating operation the table contains one or more combined cell arrays, and wherein combined arrays that belong to the same group are displayed as single cell array;

a filtering operation that causes display of a panel that was not displayed prior to selection of the selected first control, wherein the panel presents an interface for specifying filtering criteria, and in response to receiving specification of filtering criteria through the interface, causes the table to display only arrays of the second type that have values, contained in the cells that belong to the cell array associated with the selected first control, that satisfy the specified filtering criteria;

a charting operation that causes display of a chart that is based, at least in part, on values contained in the cells that belong to the cell array associated with the selected first control; and

a hiding operation that causes the table to be redisplayed hiding the cell array associated with the selected first control.

2. The method of claim 1 further comprising in response to input that selects any first control, changing the visual appearance of the selected first control so that the selected first control appears different than any of the plurality of first controls that are not currently selected.

3. The method of claim 2 further comprising in response to input that deselects any first control that is currently selected, performing the steps of:

changing the visual appearance of the deselected first control so that the deselected first control appears different than any of the plurality of first controls that are currently selected; and

redisplaying the table having removed the effect of the first operation that was performed when the deselected first control was selected.

4. The method of claim 1 further comprising, in response to input that selects any first control of the plurality of first controls, deselecting any other currently selected first control of said plurality of first controls.

5. The method of claim 1 further comprising performing the first operation in response to input that selects any first control of the plurality of first controls without deselecting any other currently selected first control of said plurality of first controls.

6. The method of claim 1 wherein:

each control of the plurality of first controls is located adjacent to the cell array of the first type that is associated with the control; and

each control of the plurality of second controls is located adjacent to the cell array of the first type that is associated with the control.

7. The method of claim 6 wherein:

each control of the plurality of first controls is located above to the cell array of the first type that is associated with the control; and

each control of the plurality of second controls is located above to the cell array of the first type that is associated with the control.

8. The method of claim 1 wherein at least one cell array of the first type of the plurality of cell arrays of the first type has both a corresponding first control of the plurality of first controls and a corresponding second control of the plurality of second controls.

9. The method of claim 1 further comprising:

receiving input that indicates whether the plurality of first controls are uni-cell array controls;

if the input that indicates that the plurality of first controls are uni-cell array controls, then in response to input that selects any first control of the plurality of first controls,

deselecting any other currently selected first control of said plurality of first controls,

removing the effect of operation of said other currently selected first control, and

displaying the table with effect of first control more recently selected; and

if the input that indicates that the plurality of first controls are not uni-cell array controls, then in response to input that selects any first control of the plurality of first controls, selecting the first control without deselecting any other currently selected first control of said plurality of first controls, and displaying the table with effect of all selected first controls.

10. The method of claim 1 further comprising:

generating a per table control associated with said first operation; and

in response to selection of the per table control, automatically deselecting all currently selected first controls of the plurality of first controls, and displaying the table without effect of operations associated with deselected first controls.

11. The method of claim 10 further comprising automatically storing history data that indicates which first controls were deselected in response to selection of the per table control.

12. The method of claim 11 further comprising, in response to a second selection of the per table control, inspecting the history data and automatically selecting all first controls of the plurality of first controls that were previously selected, automatically applying operations associated with selected controls to the table, and displaying table with effect of said operations.

13. The method of claim 1 wherein:

the method further comprises displaying a plurality of second controls;

each control of the second controls is associated with one of said cell arrays;

the method further comprises, in response to input that selects any second control of said plurality of second controls, performing a sorting operation based, at least in part, on values contained in the cells that belong to the cell array that is associated with the selected second control;

currently selected second controls establish a current sort criteria; and

the method further includes displaying a sort lock control which, when selected, locks the currently selected sort criteria without regard to which cell arrays of the first type are associated with the currently selected second controls.

14. The method of claim 1 wherein:

the method further comprises displaying a plurality of second controls;

each control of the second controls is associated with one of said cell arrays;

the method further comprises, in response to input that selects any second control of said plurality of second controls, performing a sorting operation based, at least in part, on values contained in the cells that belong to the cell array that is associated with the selected second control;

currently selected second controls establish a current sort criteria; and

in response to a change in data contained in one or more cell arrays of the first type associated with currently selected second controls, dynamically rearranging the cell arrays of the second type based on the current sort criteria.

15. The method of claim 1 further comprising:

displaying a plurality of third controls, wherein each third control of the plurality of third controls is associated with a cell array of the first type of the plurality of cell arrays of the first type;

in response to input that selects any third control of the plurality of third controls, automatically displaying a plurality of fourth controls, wherein each fourth control of the plurality of fourth controls is associated with a cell array of the first type of the plurality of cell arrays of the first type;

in response to input that selects one of the plurality of fourth controls, moving the cell array of the first type that is associated with the selected third control to a position adjacent to the cell array of the first type that is associated with the selected fourth control.

16. The method of claim 15 wherein:

the plurality of fourth controls include a first set of fourth controls and a second set of fourth controls;

if the selected fourth control is in the first set of fourth controls, then moving the cell array of the first type that is associated with the selected third control to a position that is adjacent to and to the left of the cell array of the first type that is associated with the selected fourth control; and

if the selected fourth control is in the second set of fourth controls, then moving the cell array of the first type that is associated with the selected third control to a position that is adjacent to and to the right of the cell array of the first type that is associated with the selected fourth control.

17. The method of claim 1 wherein the first operation is a hiding operation, and the method further comprises:

in response hiding the cell array of the first type, automatically displaying one or more second controls, wherein each of the one or more second controls is associated with a cell array of the first type that was adjacent to the hidden cell array of the first type; and

in response to input that selects one of the second controls, automatically redisplaying the hidden cell array of the first type.

18. The method of claim 1 further comprising:

displaying a cell array of the first type control actuation control; and

in response to input that selects the cell array of the first type control actuation control, performing the steps of

if the plurality of first controls and the plurality of second controls were not currently being displayed, then displaying the plurality of first controls and the plurality of second controls; and

if the plurality of first controls and the plurality of second controls were currently being displayed, then ceasing to display the plurality of first controls and the plurality of second controls.

19. The method of claim 1 wherein:

the first operation is the aggregating operation; and

in response to performing the first operation, displaying a drill down control associated with each aggregated cell array of the second type that resulted from combining cell arrays of the second type during the aggregating operation;

in response to selection of the drill down control, ceasing to display the aggregated cell array of the second type, and redisplaying the cell arrays of the second type that were combined to produce the aggregated cell array of the second type.

20. The method of claim 1 wherein:

the first operation is the aggregating operation; and

the aggregating operation is a range aggregating operation that combines cell arrays of the second type based, at least in part, on ranges of values contained in the cell array of the first type that is associated with the selected first control.

21. The method of claim 1 wherein:

the step of concurrently displaying a plurality of first controls includes displaying a hide control associated with at least one of the cell arrays of the first type for hiding the cell array of the first type;

receiving selection of the hide control;

displaying the table without displaying the cell array of the first type associated with the hide control.

22. The method of claim 21 further comprising

replacing the hide control with a reveal control that enables display of the hidden cell array of the first type.

23. The method of claim 1 further wherein the step of concurrently displaying a plurality of first controls includes displaying a reveal control associated with at least one of the cell arrays of the first type for revealing the cell array of the first type.

24. The method of claim 23 wherein the reveal control is displayed in a cell array of the first type adjacent to the hidden cell array of the first type.

25. The method of claim 23 further comprising the steps of

in response to a mouse rolling over the reveal control, selectively revealing the identity of the hidden cell array of the first type associated with the reveal control.

26. The method of claim 23, further comprising the steps of

receiving selection of the reveal control;

and

displaying the table with the cell array of the first type associated with the reveal control and no longer displaying the reveal control.

27. The method of claim 1 wherein:

the step of concurrently displaying a plurality of first controls includes displaying a first chart control associated with at least one of the cell arrays of the first type for generating a chart for the cell array of the first type;

the method further includes the steps of

receiving selection of the first chart control; and

displaying the chart for the cell array of the first type.

28. The method of claim 27 further comprising the step of receiving deselection of the first chart control, thereby removing the displayed chart for the cell array of the first type.

29. The method of claim 27 further comprising the step of visually marking the cell array of the first type that has been selected for charting.

30. The method of claim 29 wherein the step of visually marking comprises modifying the displayed first chart control.

31. The method of claim 30 further comprising the steps of

receiving selection of the modified first chart control, thereby closing the displayed chart for the cell array of the first type;

and

modifying the displayed first chart control to indicate that the cell array of the first type has not been selected for charting.

32. The method of claim 27 further comprising the step of receiving deselection of the first chart control, thereby removing the displayed chart for the cell array of the first type.

33. The method of claim 27 further comprising the steps of

displaying a second chart control associated with at least one of the cell arrays of the first type, different from the cell array of the first type associated with the first chart control;

receiving selection of the second chart control;

automatically deselecting the first chart control; and

displaying the chart for the cell array of the first type associated with the second chart control and removing the displayed chart associated with the first chart control.

34. The method of claim 33 further comprising the step of

visually indicating that the cell array of the first type associated with the second chart control has been selected for charting;

and

wherein the step of deselecting the first chart control comprises removing the visual indication that the cell array of the first type associated with the first chart control has been selected for charting.

35. The method of claim 27 further comprising the steps of

displaying a second chart control associated with at least one of the cell arrays of the first type, different from the cell array of the first type associated with the first chart control;

receiving selection of the second chart control; and

displaying the chart for the cell array of the first type associated with the second chart control, in addition to the chart for the cell array of the first type associated with the first chart control.

36. The method of claim 35 further comprising the step of visually indicating that the cell array of the first type associated with the second chart control has been selected for charting.

37. The method of claim 35 wherein the chart for the cell array of the first type associated with the second chart control is displayed separately from the chart for the cell array of the first type associated with the first chart control.

38. The method of claim 35 wherein the chart for the cell array of the first type associated with the second chart control is combined with the chart for the cell array of the first type associated with the first chart control.

39. The method of claim 27 wherein the chart is a graph.

40. The method of claim 27 wherein the step of selecting the first chart control is performed by a single action.

41. The method of claim 1 further comprising:

displaying a chart for a cell array of the first type; and

wherein the step of concurrently displaying a plurality of first controls includes displaying first chart control associated with at least one of the cell arrays of the first type for deselecting a said displayed chart for the cell array of the first type; and

receiving selection of the first chart control, thereby removing the displayed chart for the cell array of the first type.

42. The method of claim 1 wherein the step of concurrently displaying a plurality of first controls includes displaying a first sort control associated with at least one of the cell arrays of the first type for sorting the cell arrays of the second type of the table in a sort order based, at least in part, on the data in the associated at least one cell array of the first type, the method further comprising:

receiving selection of the first sort control;

displaying a first sort lock control for representing that the sort order of the cell arrays of the first type are to be maintained when the data in the associated at least one cell array of the first type changes;

receiving selection of the first sort lock control; and

displaying the table in the sort order and continuing to display the table in the sort order as the data in the associated at least one cell array of the first type changes.

43. The method of claim 42 further comprising the step of visually marking the cell array of the first type that has been selected for sort locking.

44. The method of claim 43 further comprising the steps of

receiving deselection of the first sort lock control;

and

discontinuing the display of the table in the sort order as the data in the associated at least one cell array of the first type changes.

45. The method of claim 44 further comprising the step of removing the visual indication that the cell array of the first type has been selected for sort locking.

46. The method of claim 43 further comprising the steps of

displaying a second sort control associated with at least one of the cell arrays of the first type, different from the cell array of the first type associated with the first sort control, for sorting the cell arrays of the second type of the table in a sort order based, at least in part, on the data in the associated at least one cell array of the first type;

receiving selection of the second sort control;

automatically deselecting the first sort control and first sort lock control;

displaying a second sort lock control for causing the sort order of the cell arrays of the second type to be maintained when the data in the cell array of the first type associated with the second sort control changes;

receiving selection of the second sort lock control;

displaying the table in the sort order associated with the second sort control and continuing to display the table in the sort order as the data in the cell array of the first type associated with the second sort control changes.

47. The method of claim 46 further comprising the step of

visually indicating that the cell array of the first type associated with the second sort lock control has been selected for sort locking;

and

wherein the step of deselecting the first sort lock control comprises removing the visual indication that the cell array of the first type associated with the first sort lock control has been selected for sort locking.

48. The method of claim 43 further comprising the steps of

displaying a second sort control associated with at least one of the cell arrays of the first type, different from the cell array of the first type associated with the first sort control, for sorting the cell arrays of the second type of the table in a sort order based, at least in part, on the data in the associated at least one cell array of the first type;

receiving selection of the second sort control;

displaying a second sort lock control for causing the sort order of the cell arrays of the second type to be maintained when the data in the cell array of the first type associated with the second sort control changes;

receiving selection of the second sort lock control;

displaying the table in the sort order associated with the first and second sort controls and continuing to display the table in the sort order as the data in the cell arrays of the first type associated with the first and second sort controls changes.

49. The method of claim 48 further comprising the step of

visually indicating that the cell array of the first type associated with the second sort lock control has been selected for sort locking.

50. The method of claim 48 wherein the step of displaying the table in the sort order comprises sorting the table first based, at least in part, on the sort order associated with the first sort control and then on the sort order associated with the second sort control.

51. The method of claim 48 wherein the step of displaying the table in the sort order comprises sorting the table first based, at least in part, on one of the sort orders associated with the first and second sort controls, based, at least in part, on the relative positions of the cell arrays of the first type associated with the first and second sort controls, and then on the sort order associated with the other sort control.

52. The method of claim 1 wherein the step of concurrently displaying a plurality of first controls includes displaying a first aggregation control associated with at least one of the cell arrays of the first type for aggregating cell arrays of the second type of the table based, at least in part, on aggregation criteria, the method further comprising:

receiving selection of the aggregation control;

displaying the table in aggregated form such that the content of the cell arrays of the second type have been grouped based, at least in part, on the aggregation criteria;

wherein displaying the table in aggregated form comprises removing the displayed cell arrays of the second type in the table, and

displaying a groups of cell arrays of the second type resulting from specified aggregation; and

applying selective functions to the underlying data in the grouped cell arrays of the second type.

53. The method of claim 52 wherein the aggregation criteria specifies to use unique cell array of the first type cell values to group cell arrays of the second type.

54. The method of claim 52 where aggregation criteria specifying to use a cell array of the first type cell values and applying a function to said cell values to group cell arrays of the second type.

55. The method of claim 54 wherein a said function using range of cell array of the first type cell values to aggregate the data associated with the cell arrays of the second type grouped by the selected criteria.

56. The method of claim 52 where selective function is a sum of cells values in corresponding group of cells.

57. The method of claim 52 where selective function is average of cells values

in a corresponding group of cells.

58. The method of claim 52 where selective function is range of cells values

in a corresponding group of cells.

59. The method of claim 52 where selective function is a using a single value

in a corresponding group of cells.

60. The method of claim 52 wherein the step of displaying the table is dynamically performed such that the table is displayed in aggregated form as data in the table changes.

61. The method of claim 52 further comprising the steps of

prior to displaying the table in aggregated form, selectively displaying an aggregation control panel for specification of the aggregation criteria.

62. The method of claim 61 wherein the aggregation control panel contains aggregation criteria choices for specification of the aggregation criteria.

63. The method of claim 61 wherein the aggregation criteria comprise range information.

64. The method of claim 52 further comprising the steps of

prior to displaying the table in aggregated form, automatically displaying an aggregation control panel for specification of the aggregation criteria.

65. The method of claim 64 wherein the aggregation criteria choices are context sensitive.

66. The method of claim 65 wherein the context sensitivity is based, at least in part, on a type of data in the cell array of the first type associated with the aggregation control.

67. The method of claim 66 wherein the cell array of the first type associated with the aggregation control contains date data and the aggregation criteria comprises one or more of a day, week, month, quarter or year.

68. The method of claim 66 wherein the cell array of the first type associated with the aggregation control contains text data and the aggregation criteria comprises a regular expression.

69. The method of claim 65 wherein the context sensitivity is based, at least in part, on the semantics of the cell array of the first type associated with the aggregation control.

70. The method of claim 65 wherein the context sensitivity is based, at least in part, on a history of past aggregating operations on the cell array of the first type associated with the aggregation control.

71. The method of claim 52 wherein the step of displaying the table comprises displaying the aggregated cell array of the second type as the first cell array of the second type.

72. The method of claim 52 wherein the step of displaying the table comprises

displaying a drill down control for each of one or more grouped cell arrays of the second type.

73. The method of claim 72 further comprises displaying a drill down control for each of one or more grouped cell arrays of the second type in or adjacent to first aggregated cell array of the first type.

74. The method of claim 72 further comprising receiving selection of a drill down control for grouped cell array of the second type and displaying the resulting detail table for said grouped cell array of the second type.

75. The method of claim 74 wherein displaying detail table includes displaying all of the cell arrays of the first type that were displayed prior to aggregation.

76. The method of claim 74 wherein displaying detail table includes displaying preconfigured cell arrays of the first type.

77. The method of claim 74 where operations applied in aggregated table are applied to detail table, in whole or in part.

78. The method of claim 77 where operations are one or more of aggregating operation, a filtering operation, a charting operation, a moving operation, a sorting operation, a sort locking/unlocking operation, and a hiding operation.

79. The method of claim 52 wherein the step of displaying the table comprises

displaying only cell arrays of the first type capable of being aggregated based, at least in part, on the aggregation criteria.

80. The method of claim 79 wherein the step of displaying only cell arrays of the first type displays only cell arrays of the first type having a numeric type and displays only derived values for those cell arrays of the first type.

81. The method of claim 52 further comprising the step of visually indicating that the cell array of the first type has been selected for aggregation.

82. The method of claim 81 further comprising the steps of receiving deselection of the aggregation control;

and

discontinuing the display of the table in the aggregated form and displaying the table without the effect of aggregation.

83. The method of claim 82 further comprising the step of removing the visual indication that the cell array of the first type has been selected for aggregation.

84. The method of claim 52 further comprising the steps of

displaying a second aggregation control associated with at least one of the cell arrays of the first type, different from the cell array of the first type associated with the first aggregation control;

receiving selection of the second aggregation control;

automatically deselecting the first aggregation control; and

displaying the table in aggregated form based, at least in part, on aggregation criteria associated with the first aggregation control.

85. The method of claim 84 where step of selecting the second aggregation control is performed by a single action.

86. The method of claim 52 further comprising the steps of

displaying a second aggregation control associated with at least one of the cell arrays of the first type, different from the cell array of the first type associated with the first aggregation control;

receiving selection of the second aggregation control;

automatically deselecting the first aggregation control; and

displaying the table in aggregated form based, at least in part, on aggregation criteria associated with the second aggregation control.

87. The method of claim 86 further comprising the steps of

prior to displaying the table in aggregated form based, at least in part, on aggregation criteria associated with the second aggregation control, displaying an aggregation control panel associated with the second aggregation control containing aggregation criteria choices for specification of the aggregation criteria;

and

receiving selection of the aggregation criteria in the control panel.

88. The method of claim 86 wherein the step of displaying the table in aggregated form based, at least in part, on aggregation criteria associated with the second aggregation control comprises

displaying the aggregated cell array of the first type associated with the second aggregation control as the first cell array of the first type;

and

displaying a drill down control for each of one or more cell arrays of the second type in or adjacent to the aggregated cell array of the first type.

89. The method of claim 88 where drill down control is displayed in or adjacent to the first aggregated cell array of the first type.

90. The method of claim 88 wherein the step of displaying the table further comprises

displaying only other cell arrays of the first type capable of being aggregated based, at least in part, on the aggregation criteria associated with the second aggregation control.

91. The method of claim 90 wherein the step of displaying only other cell arrays of the first type displays only cell arrays of the first type having a numeric type and displays only derived values for those cell arrays of the first type.

92. The method of claim 52 wherein the step of selecting the aggregation control is performed by a single action.

93. The method of claim 92 further comprising displaying table in aggregated form as a result of said single action.

94. The method of claim 93 applying aggregation criteria used to aggregate table is aggregation criteria previously used in another cell array of the first type.

95. The method of claim 1 wherein the step of the step of concurrently displaying a plurality of first controls includes displaying a first filtering control associated with at least one of the cell arrays of the first type for filtering the cell arrays of the second type of the table based, at least in part, on first filtering criteria, the method further comprising:

receiving a selection of the filtering control; and

displaying portions of the table satisfying the filtering criteria.

96. The method of claim 95 further comprising the steps of

displaying a filtering control panel for specification of filtering criteria;

and

receiving a selection of the filtering criteria.

97. The method of claim 96 wherein the step of entering filtering criteria is performed using a mouse.

99. The method of claim 96 wherein the filtering control panel contains filtering criteria choices for specification of filtering criteria.

100. The method of claim 99 wherein the filtering criteria choices are context sensitive.

101. The method of claim 100 wherein the context sensitivity is based, at least in part, on a type of data in the cell array of the first type associated with the filtering control.

102. The method of claim 100 wherein the context sensitivity is based, at least in part, on the semantics of the cell array of the first type associated with the filtering control.

103. The method of claim 100 wherein the context sensitivity is based, at least in part, on a history of past filtering operations on the cell array of the first type associated with the filtering control.

104. The method of claim 100 wherein the cell array of the first type associated with the filtering control contains date data and the filtering criteria comprises one or more of a week, month, quarter or year.

105. The method of claim 100 wherein the cell array of the first type associated with the filtering control contains date data and the filtering criteria comprises one or more dates and/or date ranges.

106. The method of claim 100 wherein the cell array of the first type associated with the filtering control contains text data and the filtering criteria comprises a regular expression.

107. The method of claim 95 further comprising the step of visually indicating that the cell array of the first type has been selected for filtering.

108. The method of claim 107 further comprising the steps of

receiving deselection of the filtering control;

and

discontinuing the display of the table in filtered form and displaying the table without the effect of filtering.

109. The method of claim 108 further comprising the step of removing the visual indication that the cell array of the first type has been selected for filtering.

110. The method of claim 108 further comprising removing of filtering control panel for specification of the filtering criteria for deselected filtering control.

111. The method of claim 95 further comprising the steps of

displaying a second filtering control associated with at least one of the cell arrays of the first type, different from the cell array of the first type associated with the first filtering control, for filtering the cell arrays of the second type of the table based, at least in part, on second filtering criteria;

and

receiving selection of the second filtering control; and

wherein the step of displaying portions of the table comprises displaying portions of the table satisfying the first filtering criteria and the second filtering criteria.

112. The method of claim 95 wherein the steps of displaying the table and displaying portions of the table are implemented using one or more of HTML, JAVA, and C#.

113. The method of claim 1 wherein the step of concurrently displaying a plurality of first controls includes displaying a virtual cell array of the first type element associated with at least one of the cell arrays of the first type, the method further comprising:

receiving selection of the virtual cell array of the first type element, thereby making that cell array of the first type a virtual cell array of the first type; and

displaying the cell arrays of the first type in the table but not the virtual cell array of the first type.

114. The method of claim 113 further comprising the steps of

receiving selection of the virtual cell array of the first type, thereby making that cell array of the first type a regular cell array of the first type;

and

displaying the cell arrays of the first type in the table including the former virtual cell array of the first type.

115. The method of claim 113 wherein the step of selecting the virtual cell array of the first type element is performed by a single action.

116. The method of claim 1 further comprising

designating as a proxy cell array of the first type at least one of the cell arrays of the first type in the table, wherein the proxy cell array of the first type is not displayed;

displaying one or more controls for the proxy cell array of the first type, each control associated with an operation to be performed based, at least in part, on the proxy cell array of the first type;

receiving selection of one of the controls; and

displaying the result of the operation associated with the selected control.

117. The method of claim 116 wherein:

the selected control is a sort control for sorting the cell arrays of the second type of the table in a sort order based, at least in part, on the data in the proxy cell array of the first type and the step of displaying the result comprises displaying the table sorted based, at least in part, on the data in the proxy cell array of the first type; and

said table containing one or more cell arrays of the first type but not containing the proxy cell array of the first type.

118. The method of claim 116 wherein the selected control is a chart control for generating a chart for the proxy cell array of the first type and the step of displaying the result comprises displaying the chart.

119. The method of claim 116 wherein the selected control is a filter control for filtering the cell arrays of the second type of the table based, at least in part, on filtering criteria for the proxy cell array of the first type and the step of displaying the result comprises displaying the table containing the filtered cell arrays of the second type.

120. The method of claim 116 wherein the selected control is a aggregation control for aggregating the cell arrays of the second type of the table based, at least in part, on aggregation criteria for the proxy cell array of the first type and the step of displaying the result comprises displaying the table in aggregated form.

121. The method of claim 116 wherein the step of selecting one of the controls is performed by a single action.

122. The method of claim 1 wherein the step of receiving input is performed by receiving input generated in response to a single action.

123. The method of claim 122 further comprising the steps of

displaying one or more cell level override indicators, each associated with a cell in the table, for changing the value in the cell,

receiving change for a value in one of the cells having a cell level override indicator;

and

displaying the table in accordance with selected operations on the table based, at least in part, on the changed value.

124. The method of claim 123 further comprising displaying one or more cell level unoverride indicators, each associate with a previously overridden cell.

125. The method of claim 123 wherein unoverride indicators is control for reversing overridden values.

126. The method of claim 125 further comprising

receiving selection of unoverride control and reversing the value in the cell to original value.

127. The method of claim 1 further comprising the step of selecting an arrangement of the displayed controls.

128. The method of claim 1 further comprising the step of

displaying one or more multi-cell array of the first type operation controls.

129. The method of claim 128 wherein the one or more displayed multi-cell array of the first type operation controls are each associated with a distinct type of operation that was selected for two or more cell arrays of the first type.

130. The method of claim 129 further comprising the steps of

selecting one of the multi-cell array of the first type operation controls, thereby deselecting the operations of the type associated with the multi-cell array of the first type operation control;

and

displaying the table as it appears without the deselected operations.

131. The method of claim 130 further comprising the step of keeping a history of the deselected operations.

132. The method of claim 131 further comprising the step of selecting previously deselected operations based, at least in part, on the history.

133. The method of claim 129 further comprising the steps of

for each of the two or more cell arrays of the first type for which the same distinct type of operation was selected, displaying a control associated with the operation on the cell array of the first type;

receiving deselection of the operation for one of the cell arrays of the first type;

displaying the table as it appears without the deselected operation, while continuing to display the table as it appears when the same distinct type of operation is applied to other cell arrays of the first type for which it was selected.

134. The method of claim 133 wherein the step of deselecting is performed by a single action.

135. The method of claim 128 wherein the selected operations are one or more of a sort operation, a chart operation and a filtering operation.

136. The method of claim 128 further comprising the step of visually marking the cell arrays of the first type associated with the selected controls.

137. The method of claim 1 wherein the table is displayed as part of a web page.

138. The method of claim 137 further comprising receiving input that manipulates the table through a web-based interface.

139. The method of claim 1 wherein the step of concurrently displaying a plurality of first controls includes displaying a control associated with at least one cell array of the first type, the control associated with an operation to be performed on the associated cell array of the first type and wherein the operation is dependent at least on the type of data in the cell array of the first type, the method further comprising:

receiving selection of the control, thereby causing the operation for the type of data in the cell array of the first type to be performed.

140. The method of claim 1 wherein:

the step of generating a display includes providing code in a mark-up language that causes the generation of the display; and

the method includes, in response to performing the first operation, automatically providing mark-up language code that causes generation of an updated display based, at least in part, on the first operation.

141. The method of claim 140 wherein:

the step of providing code in a mark-up language includes providing to a browser mark-up language code that causes the browser to generate the display; and

the step of automatically providing mark-up language code includes automatically providing, to the browser, mark-up language code that causes the browser to generate an updated display based, at least in part, on the first operation.

142. The method of claim 141 wherein the step of providing mark-up language code to the browser includes generating the mark-up language code at a server that is remote relative to the browser, and sending the mark-up language code to the browser over a network.

143. The method of claim 140, wherein the mark-up language is HTML.

144. The method of claim 1 wherein:

the table is displayed by a first device;

the method further comprises displaying by one or more

a second device concurrently displaying the table; and

updating the display of the table generated by both the first device and the second device in response to selection of the first control at the first device.

145. The method of claim 1 wherein:

the values displayed in the cells of the table are based on data that resides in a data source; and

when the table is updated to reflect the affect of the first operation, the values displayed in the cells of the table are updated to reflect any changes that have been made to the data within the data source.

146. The method of claim 1 wherein at least one cell array of the table contains financial data.

147. The method of claim 1 wherein:

the first operation is a filtering operation;

prior to the filtering operation, a value total is displayed based on values in cell arrays of the second type of the table; and

after the filtering operation, the value total is updated based on values in the cell arrays of the second type that remain in the table after the filtering operation.

148. The method of claim 1 wherein the values displayed in the cells of the table are based on data that is parsed and loaded from a data source.

149. The method of claim 148 wherein the data source is one of

a source identified by a web page address;

a spreadsheet; and

a file.

150. The method of claim 1 wherein:

the table is displayed by a first device connected to the network;

the method further comprises concurrently displaying the table by one or more remote devices connected to the network; and

updating the display of the table generated by the first device and by one or more remote devices in response to selection of the first control at the first device or one or more of the remote devices.

151. The method of any claim 1 wherein the step of generating a display is performed in response to executing code of a program written in one or more of JAVA and C#.

152. The method of claim 1 further comprising:

concurrently displaying a plurality of second controls, wherein each second control of the plurality of second controls is associated with a distinct cell array of the first type;

in response to input that selects any second control of the plurality of second controls, performing a second operation based, at least in part, on values contained in the cells that belong to the cell array that is associated with the selected second control;

wherein the first operation is a different operation than the second operation; and

wherein the second operation belongs to the set consisting of;

a sorting operation that sorts cell arrays of the second type based, at least in part, on values contained in the cells that belong to the cell array associated with the selected second control;

an aggregating operation that combines at least some of the cell arrays of the second type to groups of cell arrays based, at least in part, on values contained in the cells that belong to the cell array associated with the selected second control, wherein after the aggregating operation the table contains one or more combined cell arrays, and wherein combined arrays that belong to the same group are displayed as single cell array;

a filtering operation that causes display of a panel that was not displayed prior to selection of the selected second control, wherein the panel presents an interface for specifying filtering criteria, and in response to receiving specification of filtering criteria through the interface, causes the table to display only arrays of the second type that have values, contained in the cells that belong to the cell array associated with the selected second control, that satisfy the specified filtering criteria;

a charting operation that causes display of a chart that is based, at least in part, on values contained in the cells that belong to the cell array associated with the selected second control; and

a hiding operation that causes the table to be redisplayed hiding the cell array associated with the selected second control.

153. The method of claim 152 further comprising:

in response to input that selects any first control of the plurality of first controls,

changing the visual appearance of the selected first control so that the selected first control appears different than any of the plurality of first controls that are not currently selected; and

in response to input that selects any second control of the plurality of second controls,

changing the visual appearance of the selected second control so that the selected second control appears different than any of the plurality of second controls that are not currently selected.

154. A method for claim 1, further comprising:

displaying at least a table on a first computing device for a first user;

sending, to at least one second computing device of at least one second user, a sharing message to the at least one second user to share at least in part a portion of a table;

wherein the sharing message includes an access identifier;

wherein the at least one second computing device is different from said first computing device of the first user;

in response to the at least one second user accepting the sharing message, the system using the access identifier to share with the at least one second user said sharable table.

155. A computer-readable medium carrying instructions which, when executed by one or more processors, cause the one or more processors to perform the method recited in any one of claims 1–

5, 8–

41, 33–

36, 40, 52, 55, 60, 77, 78, 66, 66, 81–

85, 95–

101, 111, 116–

129, 137, 138, 140–

144, 146, 147–

154.

156. An apparatus for facilitating operations on data, the apparatus including a plurality of means, wherein the plurality of means includes means for performing each step of the method recited in any one of claims 1–

5, 8–

41, 33–

36, 40, 52, 55, 60, 77, 78, 65, 66, 81–

85, 95–

101, 111, 116–

129, 137, 138, 140–

144, 146, 148–

154.

157. The method of claim 1 wherein:

the first operation is the aggregating operation; and

at least one cell array of the table contains financial data.

158. The method of claim 1 wherein:

the first operation is the filtering operation; and

at least one cell array of the table contains financial data.

159. The method of claim 1 wherein:

the first operation is the charting operation; and

at least one cell array of the table contains financial data.

160. The method of claim 1 wherein:

the first operation is the hiding operation; and

at least one cell array of the table contains financial data.

161. The method of claim 1 wherein:

the first operation belongs to the set consisting of;

an aggregating operation that combines at least some of the cell arrays of the second type to groups of cell arrays based, at least in part, on values contained in the cells that belong to the cell array associated with the selected first control, wherein after the aggregating operation the table contains one or more combined cell arrays, and wherein combined arrays that belong to the same group are displayed as single cell array;

a filtering operation that causes display of a panel that was not displayed prior to selection of the selected first control, wherein the panel presents an interface for specifying filtering criteria, and in response to receiving specification of filtering criteria through the interface, causes the table to display only arrays of the second type that have values, contained in the cells that belong to the cell array associated with the selected first control, that satisfy the specified filtering criteria; and

a charting operation that causes display of a chart that is based, at least in part, on values contained in the cells that belong to the cell array associated with the selected first control;

the step of generating a display includes generating a display screen; and

the first operation is performed without displaying additional display screens.

162. A computer-readable medium carrying instructions which, when executed by one or more processors, cause the one or more processors to perform the method recited in claim 161.

163. An apparatus for facilitating operations on data, the apparatus including a plurality of means, wherein the plurality of means includes means for performing each step of the method recited in claim 161.

180. The method of claim 1 wherein:

the method further comprises displaying a plurality of second controls;

each control of the second controls is associated with one of said cell arrays;

the method further comprises, in response to input that selects any second control of said plurality of second controls, performing a sorting operation based, at least in part, on values contained in the cells that belong to the cell array that is associated with the selected second control.

181. A computer-readable medium carrying instructions which, when executed by one or more processors, cause the one or more processors to perform the method recited in claim 180.

182. An apparatus for facilitating operations on data, the apparatus including a plurality of means, wherein the plurality of means includes means for performing each step of the method recited in claim 180.

98. The method of 96 where filtering panel is displayed in separate window.

164. A system for facilitating operations on data, the system comprising:

means for generating a display that visually depicts a table that includes a plurality cells;

wherein cells of the table are arranged in a plurality of cell arrays, including a first type of cell array and a second type of cell array,

wherein the first type of cell array is one of row and column, and the second type of cell array is the other of row and column;

wherein each cell of the plurality of cells is associated with an intersection of a cell array of the first type and a cell array of the second type;

means for displaying, within the plurality of cells, a plurality of values;

means for concurrently displaying a plurality of first controls, wherein each first control of the plurality of first controls is associated with a distinct cell array of the first type;

means for responding to input that selects any first control of the plurality of first controls, by performing a first operation based, at least in part, on values contained in the cells that belong to the cell array that is associated with the selected first control;

wherein the first operation belongs to the set consisting of;

an aggregating operation that combines at least some of the cell arrays of the second type to groups of cell arrays based, at least in part, on values contained in the cells that belong to the cell array associated with the selected first control, wherein after the aggregating operation the table contains one or more combined cell arrays, and wherein combined arrays that belong to the same group are displayed as single cell array;

a filtering operation that causes display of a panel that was not displayed prior to selection of the selected first control, wherein the panel presents an interface for specifying filtering criteria, and in response to receiving specification of filtering criteria through the interface, causes the table to display only arrays of the second type that have values, contained in the cells that belong to the cell array associated with the selected first control, that satisfy the specified filtering criteria;

a charting operation that causes display of a chart that is based, at least in part, on values contained in the cells that belong to the cell array associated with the selected first control; and

a hiding operation that causes the table to be redisplayed hiding the cell array associated with the selected first control.

166. The system of claim 164 further comprising one or more view group controls to display one or more view controls in response to activation of any one of the view group controls, wherein one or more views are displayed in response to activation of the one or more view controls.

169. The system of claim 166 where one or more view groups include at least one view group from a set of financial view groups that consists of:

a) Portfolio view group;

b) Trades view group;

c) Markets view group; and

d) Trade Entry view group.

170. The system of claim 164, wherein the system displays an aggregated view, in which data is aggregated based at least in part on values contained in the cells that belong to one or more cell arrays, wherein the displayed view has at least one of an aggregated table or an aggregated chart.

171. The system of claim 170, wherein an aggregated view includes at least one view from a set of aggregated views that consists of:

a) By Asset Class aggregated view;

b) By Country aggregated view;

c) By CounterParty aggregated view;

d) By Currency aggregated view;

e) By Industry aggregated view; and

f) By Long/Short aggregated view.

172. The system of any of claims claim 170 or 171, further comprising detail view displayed in response to drilling down in the aggregated view.

177. The system of claim 164 wherein the system is a financial portfolio system.

178. The system of claim 164 wherein the system is a financial market data system.

179. The system of claim 164 wherein the system is a real-time financial system.

165. The system of 164 further comprising one or more view controls to display a view in response to activation of the view control, wherein each view control of the one or more view controls is associated with a view.

167. The system of any one of claims 165 and 166 wherein said table displays financial data.

168. The system of claim 167 wherein said table or chart displays financial data.

173. The system of 164 further comprising means for displaying set of views, wherein each view has at least a table.

174. The system of claim 173 wherein the means for displaying a set of views includes a view server configured to keep displayed views in-memory.

175. The system of claim 173 wherein the means for displaying a set of views includes a view server that receives data for views.

176. The system of claim 173 wherein the means for displaying set of views includes a view server that receives data for the views from one or more servers from the set of servers that consists of:

a DataServer,

an AnalyticalServer, and

a TransactionServer.

183. A method for facilitating operations on data, the method comprising:

generating a display that visually depicts a table that includes a plurality cells;

wherein cells of the table are arranged in a plurality of cell arrays, including a first type of cell array and a second type of cell array,

wherein the first type of cell array is one of row and column, and the second type of cell array is the other of row and column;

wherein each cell of the plurality of cells is associated with an intersection of a cell array of the first type and a cell array of the second type;

displaying, within the plurality of cells, a plurality of values;

concurrently displaying a plurality of first controls, wherein each first control of the plurality of first controls is associated with a distinct cell array of the first type;

where at least one first control has a visual indication that operation associated with said first control is performed on associated cell array

in response to input that selects any first control of the plurality of first controls that has said visual indication, performing a first operation based, at least in part, on values contained in the cells that belong to the cell array that is associated with the selected first control;

wherein the first operation is a deselection operation that undoes the effect of another operation, wherein the other operation belongs to the set consisting of;

an aggregating operation that combines at least some of the cell arrays of the second type to groups of cell arrays based, at least in part, on values contained in the cells that belong to the cell array associated with the selected first control, wherein after the aggregating operation the table contains one or more combined cell arrays, and wherein combined arrays that belong to the same group are displayed as single cell array;

a filtering operation that causes display of a panel that was not displayed prior to selection of the selected first control, wherein the panel presents an interface for specifying filtering criteria, and in response to receiving specification of filtering criteria through the interface, causes the table to display only arrays of the second type that have values, contained in the cells that belong to the cell array associated with the selected first control, that satisfy the specified filtering criteria;

a charting operation that causes display of a chart that is based, at least in part, on values contained in the cells that belong to the cell array associated with the selected first control; and

a hiding operation that causes the table to be redisplayed hiding the cell array associated with the selected first control.

184. A computer-readable medium carrying instructions which, when executed by one or more processors, cause the one or more processors to perform the method recited in claim 183.

185. An apparatus for facilitating operations on data, the apparatus including a plurality of means, wherein the plurality of means includes means for performing each step of the method recited in claim 183.

186. A graphical user interface (GUI) for facilitating operations on data comprising:

a display that visually depicts a table that includes a plurality cells;

wherein cells of the table are arranged in a plurality of cell arrays, including a first type of cell array and a second type of cell array,

wherein the first type of cell array is one of row and column, and the second type of cell array is the other of row and column;

wherein each cell of the plurality of cells is associated with an intersection of a cell array of the first type and a cell array of the second type;

wherein a plurality of values is displayed within the plurality of cells;

wherein each first control of a plurality of first controls is associated with a distinct cell array of the first type;

wherein the table includes the plurality of first controls for selecting and performing a first operation based, at least in part, on values contained in the cells that belong to the cell array associated with the first control selected in response to input that selects any first control of the plurality of first controls;

wherein the first operation belongs to the set consisting of;

an aggregating operation that combines at least some of the cell arrays of the second type to groups of cell arrays based, at least in part, on values contained in the cells that belong to the cell array associated with the selected first control, wherein after the aggregating operation the table contains one or more combined cell arrays, and wherein combined arrays that belong to the same group are displayed as single cell array;

a filtering operation that causes display of a panel that was not displayed prior to selection of the selected first control, wherein the panel presents an interface for specifying filtering criteria, and in response to receiving specification of filtering criteria through the interface, causes the table to display only arrays of the second type that have values, contained in the cells that belong to the cell array associated with the selected first control, that satisfy the specified filtering criteria;

a charting operation that causes display of a chart that is based, at least in part, on values contained in the cells that belong to the cell array associated with the selected first control; and

a hiding operation that causes the table to be redisplayed hiding the cell array associated with the selected first control.