System for designating grid-based database reports

• US 7,302,444 B1
• Filed: 08/15/2003
• Issued: 11/27/2007
• Est. Priority Date: 08/15/2003
• Status: Active Grant

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Friedrichsen, Eric, Bishel, Scott W., Dunmore, Ian M., Shaver, George R.
• Primary Examiner(s): Ali; Mohammad
• Assistant Examiner(s): Ahluwalia; Navneet K
• Application Number:
  US10/641,950
• Time in Patent Office: 1,565 Days
• Field of Search: 707 1- 10, 707100-104, 707200-205, 717 1-200
• US Class Current: 1/1
• CPC Class Codes: G06F 16/2428 Query predicate definition using graphical user interfaces, including menus and forms G06F16/2423 takes precedence
• CPC Class Codes: G06F 40/106 Display of layout of documents; Previewing
• CPC Class Codes: G06F 40/18 of spreadsheets form-filling G06F40/174
• CPC Class Codes: Y10S 707/99931 Database or file accessing
• CPC Class Codes: Y10S 707/99943 Generating database or data structure, e.g. via user interface

Abstract

The present invention provides a system by which a user can define datasets and arrange those datasets into report sections. The reporting sections have a format that is user defined, and the report sections can be easily reused on different reports.

Claims

1. A method of defining a report of data items in a data store, comprising:

receiving a dataset input indicative of a user-defined set of data items to be included in a dataset;

receiving a plurality of report section format inputs indicative of user-defined formats of a plurality of report sections and user-selected datasets to be included in the report sections, the formats defining at least how the user-selected datasets appear relative to one another in the report sections by;

generating a visual indication of an appearance of a report section based on the user-defined format of the report section upon receiving a report section format input corresponding to the report section;

receiving a dragging input from a user input device, the dragging input being indicative of a user dragging a report section component icon representative of a report section component, from a first portion of a visual display to a desired location on a report section portion of the visual display;

receiving a dropping input from the user input device indicative of the user dropping the dragged report section component icon at the desired location on the report section portion of the visual display

defining a plurality of report sections with the user-defined formats and identifying the user-selected datasets, the report sections being individually selectable for inclusion in a report and, when selected, being placeable within a report relative to other selected report sections according to a user-defined placement and causing a report generator to retrieve the user-selected datasets and present the user-selected datasets of data items in the user-defined formats for selected report sections, and to present the selected report sections placed relative to one another based on the user-defined placement, when a report is generated that includes the selected report sections;

receiving a report definition input indicative of a user-defined format of the report and identifying selected report sections to be included in the report and a location of the selected report sections in the report; and

storing a selected plurality of report sections that include dataset identifiers identifying datasets to be included in the report sections, the selected report sections having a user-defined format and being re-usable in different reports.

2. The method of claim 1 and further comprising:

generating a visual indication of an appearance of the report based on the user-defined format of the report, upon receiving the report definition input.

3. The method of claim 2 wherein receiving a report definition input comprises:

displaying a report section icon to the user.

4. The method of claim 3 wherein receiving a report definition input further comprises:

receiving a dragging input from a user input device, the dragging input being indicative of a user dragging a displayed report section icon from a first portion of a visual display to a desired location on a report portion of the visual display; and

receiving a dropping input from the user input device, indicative of the user dropping the dragged report section icon at the desired location on the report portion of the visual display.

5. A computer-implemented method of defining reports used in reporting data items stored in a database, the method comprising:

defining a plurality of user-defined datasets, the datasets being configured to be selected for use in a plurality of different report sections, each dataset including data identifiers indicative of data items in the database to be included in the dataset when a report that includes the dataset is generated;

defining a plurality of report sections each having a user-defined section format and user-selected datasets, the section format determining where the user-selected datasets reside and how the user-selected datasets appear relative to one another in the report section when a report that includes the report section is generated by;

displaying report section component icons, indicative of report section components including datasets;

displaying a report section such that the user can select the datasets for use in the displayed report sections by dragging and dropping selected ones of the report section component icons onto the displayed report section;

defining a report with a report definition, the report definition having a user-defined report format and user-selected report sections, the report format determining where the user-selected report sections reside in the report when the report is generated; and

wherein the report sections with the user-selected datasets are configured to be individually selectable for use in a plurality of different reports and placable within each report relative to other selected report sections and user-selected datasets.

6. The method of claim 5 wherein defining a plurality of report sections comprises:

displaying the displayed report section with the selected report section components thereon, the selected report section components being positioned relative to one another based on a position at which the report section component icons were dropped.

7. The method of claim 5 wherein defining a report comprises:

displaying report section icons indicative of report sections; and

displaying a report definition such that the user can select the report sections by dragging and dropping selected ones of the report section icons onto the displayed report definition.

8. The method of claim 7 wherein defining a report comprises:

displaying the displayed report definition with the selected report sections thereon the selected report sections being positioned relative to one another based on a position at which the report section icons were dropped.

9. A report definition system used to define a format and content of reports that report data items in a data store, the system comprising:

a report design component configured to receive a dataset input indicative of a user-defined set of data items to be included in a dataset, and a report section format input indicative of a user-defined format of a report section and user-selected datasets to be included in the report section when the report is generated and defining an appearance of user-selected datasets relative to one another in the report section, the report design component being configured to display dataset icons on a first portion of a display and receive the report section format input as an input indicative of a user dragging a selected dataset icon from the first portion of the display to a report section portion of the display and dropping the selected dataset icon at a desired location on the report section portion, the report design component being configured to define a report section based on the dataset input and the report section format input so that the report section is individually selectable for inclusion in a plurality of different reports and placeable within each report at a user-defined placement relative to other report sections, and causing a report generator to retrieve the user-selected datasets of data items and present the datasets in the user-defined format when a report that includes the report section is generated, wherein the report design component is configured to receive a report format input indicative of user-selected report sections to be included in the report, wherein the report format input is further indicative of a position of the user-selected report sections relative to one another in the report, the report design component being configured to display an indication of how the report section will look, based on the report section format input, and how the report will look prior to generating the report.

10. The system of claim 9 wherein the report design component is configured to display report section icons on a first portion of a display and receive the report format input as an input indicative of a user dragging a selected report section icon from the first portion of the display to a report portion of the display and dropping the selected dataset at a desired location on the report portion.