Computer systems and methods for visualizing data with generation of marks

• US 7,800,613 B2
• Filed: 12/02/2004
• Issued: 09/21/2010
• Est. Priority Date: 12/02/2004
• Status: Active Grant

• Current Assignee: Tableau Software Incorporated (Salesforce.com, Inc.)
• Original Assignee: Tableau Software Incorporated (Salesforce.com, Inc.)
• Inventors: Stolte, Chris, Hanrahan, Patrick
• Primary Examiner(s): Yang; Ryan R
• Application Number:
  US11/005,652
• Publication Number:
  US 20060206512A1
• Time in Patent Office: 2,119 Days
• Field of Search: 345/440, 707/3
• US Class Current: 345/440
• CPC Class Codes: G06F 16/248 Presentation of query results
• CPC Class Codes: G06T 11/206 Drawing of charts or graphs

Abstract

A method for generating marks when displaying data, such as the results of a query across a database. The method is preferably used in conjunction with a dataset whose fields comprise a plurality of levels. A visual plot is constructed based on a specification. A first level from the plurality of levels is represented by a first component of the visual plot. A second level from the plurality of levels is represented by a second component of the visual plot. The dataset is optionally queried to retrieve data in accordance with the specification. The visual plot is populated with the retrieved data in accordance with the specification.

Claims

1. A method of forming a visual plot using a dataset having a plurality of fields, wherein the dataset contains data that comprises a plurality of tuples, the method comprising:

at a computer having one or more processors and memory storing programs executed by the one or more processors;

displaying a graphical user interface window including a schema display region and a data visualization region, wherein;

the schema display region includes metadata corresponding to the plurality of fields of the dataset, and

the data visualization region includes a first axis shelf and a second axis shelf;

detecting user requests to associate a first field in the schema display region with the first axis shelf and associate a second field in the schema display region with the second axis shelf, respectively;

in response to the user requests,

generating a visual specification based on the first field and the second field;

converting said visual specification into one or more queries, each query expressed in an algebraic expression of applying a predefined set of rules and operations to at least one of the first field and the second field;

receiving field type information for the user-selected fields of the dataset; and

generating a visual plot of at least a portion of the dataset in the data visualization region in accordance with the field type information and the visual specification, said generating including;

retrieving one or more tuples from the dataset in accordance with the visual specification;

organizing the visual plot into one or more panes, wherein each of said panes has at least a first axis and a second axis, wherein said first axis corresponds to the first field associated with the first axis shelf and said second axis corresponds to the second field associated with the second axis shelf;

assigning a pane type to said one or more panes according to a first field type of said first field and a second field type of said second field;

based on no additional user input, determining a mark type from among a plurality of mark types for said one or more panes based on the pane type; and

populating the one or more panes with the one or more tuples using the determined mark type.

2. The method of claim 1 wherein said dataset is a database.

3. The method of claim 2 wherein the database is a relational database.

4. The method of claim 2 wherein the database is a hierarchical database.

5. The method of claim 2 wherein the database is an unstructured database.

6. The method of claim 1, wherein said populating the one or more panes comprises associating each tuple of said one or more tuples with a pane in the one or more panes.

7. The method of claim 1 wherein

said visual specification comprises a first algebraic expression for said first field and a second algebraic expression for said second field.

8. The method of claim 7 wherein

said visual specification further organizes said one or more panes into a plurality of layers;

and

said visual specification further comprises a third algebraic expression for said plurality of layers.

9. The method of claim 1 wherein said one or more panes comprises a plurality of rows and a plurality of columns of panes arranged in a 2-D matrix with identical horizontal and vertical axes.

10. The method of claim 9 wherein at least one field in said plurality of fields has a plurality of levels, and wherein a first level from said plurality of levels is represented by a first component of said visual plot and wherein a second level from said plurality of levels is represented by a second component of said visual plot, wherein said first component and said second component are not the same.

11. The method of claim 10 wherein said first component and said second component are each independently selected from the group consisting of:

one or more rows in said visual plot, one or more columns in said visual plot, one or more layers in said visual plot, an axis of said visual plot, a graphic in said visual plot, and a level of detail of a graphic in said visual plot.

12. The method of claim 11 wherein said first component is said plurality of rows and said second component is said plurality of columns.

13. The method of claim 11 wherein said first component is said plurality of rows and said second component is said plurality of layers.

14. The method of claim 11 wherein said first component is said plurality of columns and said second component is said plurality of layers.

15. The method of claim 10 wherein said first component of said visual plot is a first axis of said visual plot and said second component of said visual plot is a second axis of said visual plot.

16. The method of claim 15 wherein said first axis and said second axis are orthogonal to one another.

17. The method of claim 16 wherein said first axis and said second axis are subjected to a transformation selected from the group consisting of:

rotation, reflection, inversion, and shear.

18. The method of claim 15 wherein said first axis and said second axis are disposed at an angle to one another wherein said angle is less than 180°

and is other than 90°

.

19. The method of claim 10 wherein one of said first level and said second level represents a time period.

20. The method of claim 19 wherein said time period is any one of:

a year, a quarter, a month, a week, a day, an hour, a minute, or a second.

21. The method of claim 1 wherein said first field type is selected from the group consisting of:

time, numerical, categorical, and geolocational.

22. The method of claim 21 wherein said first field type is time.

23. The method of claim 21 wherein said first field type is numerical, and said mark is shape.

24. The method of claim 21 wherein said first field type is categorical, and said mark is text.

25. The method of claim 21 wherein said first field type is geolocational.

26. The method of claim 21 wherein said first axis is an angular polar coordinate, and said mark is a segment of a pie chart.

27. The method of claim 1 wherein said mark is selected from the group consisting of:

text form, bar chart, pie chart, 3-dimensional bar-chart, 3-dimensional projection, hologram, Gantt plot, and scatterplot.

28. The method of claim 1 wherein said first field type and said second field type, together, form a pane type, and wherein a rule is associated with said pane type for determining the mark type.

29. The method of claim 1 wherein said first field type and said second field type are independently selected from the group consisting of:

time, numerical, categorical, and geolocational.

30. The method of claim 29, wherein both of said first field type and said second field type are ordinal, and said mark is text.

31. The method of claim 29 wherein both of said first field type and said second field type are numerical, and said mark is a shape.

32. The method of claim 29 wherein one of said first field type and said second field type is ordinal, one of said first field type and said second field type is numerical, and said mark is a bar.

33. The method of claim 29 wherein one of said first field type and said second field type is ordinal, one of said first field type and said second field type is time, and said mark is Gantt.

34. The method of claim 29 wherein one of said first field type and said second field type is time, one of said first field type and said second field type is numerical, and said mark is a line.

35. The method of claim 29 wherein one of said first field type and said second field type is geolocational, and said mark is a map symbol.

36. The method of claim 1 wherein one mark is assigned to each tuple in said plurality of tuples.

37. The method of claim 1 wherein a mark is formed from more than one tuple in said plurality of tuples.

38. The method of claim 37 wherein the mark is a polygon.

39. The method of claim 1 wherein each of said panes additionally has a third axis that corresponds to a third field from said plurality of fields, and said mark is a 3-dimensional mark.

40. The method of claim 1, further including:

detecting a user request to change the determined mark type with a user-specified mark type; and

updating the visual plot by populating the one or more panes with the plurality of tuples using the user-specified mark type.

70. The computer program product of claim 40, wherein both of said first field type and said second field type are ordinal, and said mark is text.

71. The computer program product of claim 70 wherein both of said first field type and said second field type are numerical, and said mark is a shape.

72. The computer program product of claim 70 wherein one of said first field type and said second field type is ordinal, one of said first field type and said second field type is numerical, and said mark is a bar.

73. The computer program product of claim 70 wherein one of said first field type and said second field type is ordinal, one of said first field type and said second field type is time, and said mark is Gantt.

74. The computer program product of claim 70 wherein one of said first field type and said second field type is time, one of said first field type and said second field type is numerical, and said mark is a line.

75. The computer program product of claim 70 wherein one of said first field type and said second field type is geolocational, and said mark is a map symbol.

41. A computer program product for use in conjunction with a computer system, the computer program product comprising a computer readable storage medium and a computer program mechanism embedded therein, the computer program mechanism for forming a visual plot using a dataset having a plurality of fields, wherein the dataset contains data that comprises a plurality of tuples, the computer program mechanism comprising instructions that, if executed by the computer system, cause the computer system to:

display a graphical user interface window including a schema display region and a data visualization region, wherein;

the schema display region includes metadata corresponding to the plurality of fields of the dataset, and

the data visualization region includes a first axis shelf and a second axis shelf;

detect user requests to associate a first field in the schema display region with the first axis shelf and associate a second field in the schema display region with the second axis shelf, respectively;

in response to the user requests,

generate a visual specification based on the first field and the second field;

convert said visual specification into one or more queries, each query expressed in an algebraic expression of applying a predefined set of rules and operations to at least one of the first field and the second field;

receive field type information for the user-selected fields of the dataset; and

generate a visual plot of at least a portion of the dataset in the data visualization region in accordance with the field type information and the visual specification, said generating including;

retrieve one or more tuples from the dataset in accordance with the visual specification;

organize the visual plot into one or more panes, wherein each of said panes has at least a first axis and a second axis, wherein said first axis corresponds to the first field associated with the first axis shelf and said second axis corresponds to the second field associated with the second axis shelf;

assign a pane type to said one or more panes according to a first field type of said first field and a second field type of said second field;

based on no additional user input, determine a mark type from among a plurality of mark types for said one or more panes based on the pane type; and

populate the one or more panes with the plurality of tuples using the determined mark type.

42. The computer program product of claim 41 wherein said dataset is a database.

43. The computer program product of claim 42 wherein the database is a relational database.

44. The computer program product of claim 42 wherein the database is a hierarchical database.

45. The computer program product of claim 42 wherein the database is an unstructured database.

46. The computer program product of claim 41 wherein said populating the one or more panes comprises associating each tuple of said one or more tuples with a pane in said one or more panes.

47. The computer program product of claim 41 wherein

said visual specification comprises a first algebraic expression for said first field and a second algebraic expression for said second field.

48. The computer program product of claim 47 wherein

said visual specification further organizes said one or more panes into a plurality of layers;

and

said visual specification further comprises a third algebraic expression for said plurality of layers.

49. The computer program product of claim 41 wherein said one or more panes comprises a plurality of rows and a plurality of columns of panes arranged in a 2-D matrix with identical horizontal and vertical axes.

50. The computer program product of claim 49 wherein at least one field in said plurality of fields has a plurality of levels, and wherein a first level from said plurality of levels is represented by a first component of said visual plot and wherein a second level from said plurality of levels is represented by a second component of said visual plot, wherein said first component and said second component are not the same.

51. The computer program product of claim 50 wherein said first component and said second component are each independently selected from the group consisting of:

one or more rows in said visual plot, one or more columns in said visual plot, one or more layers in said visual plot, an axis of said visual plot, a graphic in said visual plot, and a level of detail of a graphic in said visual plot.

52. The computer program product of claim 51 wherein said first component is said plurality of rows and said second component is said plurality of columns.

53. The computer program product of claim 51 wherein said first component is said plurality of rows and said second component is said plurality of layers.

54. The computer program product of claim 51 wherein said first component is said plurality of columns and said second component is said plurality of layers.

55. The computer program product of claim 50 wherein said first component of said visual plot is a first axis of said visual plot and said second component of said visual plot is a second axis of said visual plot.

56. The computer program product of claim 55 wherein said first axis is an angular polar coordinate, and said mark is a segment of a pie chart.

57. The computer program product of claim 55 wherein said first axis and said second axis are orthogonal to one another.

58. The computer program product of claim 57 wherein said first axis and said second axis are subjected to a transformation selected from the group consisting of:

rotation, reflection, inversion, and shear.

59. The computer program product of claim 55 wherein said first axis and said second axis are disposed at an angle to one another wherein said angle is less than 180°

and is other than 90°

.

60. The computer program product of claim 50 wherein one of said first level and said second level represents a time period.

61. The computer program product of claim 60 wherein said time period is any one of:

a year, a quarter, a month, a week, a day, an hour, a minute, or a second.

62. The computer program product of claim 41 wherein said first field type is selected from the group consisting of:

time, numerical, categorical, and geolocational.

63. The computer program product of claim 62 wherein said first field type is time.

64. The computer program product of claim 62 wherein said first field type is numerical, and said mark is shape.

65. The computer program product of claim 62 wherein said first field type is categorical, and said mark is text.

66. The computer program product of claim 62 wherein said first field type is geolocational.

67. The computer program product of claim 41 wherein said mark is selected from the group consisting of:

text form, bar chart, pie chart, 3-dimensional bar-chart, 3-dimensional projection, hologram, Gantt plot, and scatterplot.

68. The computer program product of claim 41 wherein said first field type and said second field type, together, form a pane type, and wherein a rule is associated with said pane type.

69. The computer program product of claim 41 wherein said first field type and said second field type are independently selected from the group consisting of:

time, numerical, categorical, and geolocational.

76. The computer program product of claim 41 wherein each of said panes additionally has a third axis that corresponds to a third field from said plurality of fields, and said mark is a 3-dimensional mark.

77. The computer program product of claim 41 wherein one mark is assigned to each tuple in said plurality of tuples.

78. The computer program product of claim 41 wherein a mark is formed from more than one tuple in said plurality of tuples.

79. The computer program product of claim 78 wherein the mark is a polygon.

80. The computer program product of claim 41, further including instructions for:

detecting a user request to change the determined mark type with a user-specified mark type; and

updating the visual plot by populating the one or more panes with the plurality of tuples using the user-specified mark type.

81. A computer system for forming a visual plot using a dataset having a plurality of fields, wherein the dataset contains data that comprises a plurality of tuples, the computer system comprising:

a central processing unit;

a memory, coupled to the central processing unit, the memory storing;

said dataset;

a programming module comprising;

instructions for displaying a graphical user interface window including a schema display region and a data visualization region, wherein;

the schema display region includes metadata corresponding to the plurality of fields of the dataset, and

the data visualization region includes a first axis shelf and a second axis shelf;

instructions for detecting user requests to associate a first field in the schema display region with the first axis shelf and associate a second field in the schema display region with the second axis shelf, respectively;

instructions for, in response to the user requests, generating a visual specification based on the first field and the second field and converting said visual specification into one or more queries, each query expressed in an algebraic expression of applying a predefined set of rules and operations to at least one of the first field and the second field;

instructions for, in response to the user requests, receiving field type information for the user-selected fields of the dataset; and

instructions for generating a visual plot of at least a portion of the dataset in the data visualization region in accordance with the field type information and the visual specification, said instructions further including;

instructions for retrieving one or more tuples from the dataset in accordance with the visual specification;

instructions for organizing the visual plot into one or more panes, wherein each of said panes has at least a first axis and a second axis, wherein said first axis corresponds to the first field associated with the first axis shelf and said second axis corresponds to the second field associated with the second axis shelf;

instructions for assigning a pane type to said one or more panes according to a first field type of said first field and a second field type of said second field;

instructions for, based on no additional user input, determining a mark type from among a plurality of mark types for said one or more panes based on the pane type; and

instructions for populating the one or more panes with the plurality of tuples using the determined mark type.

82. The computer system of claim 81 wherein said dataset is a database.

83. The computer system of claim 82 wherein the database is a relational database.

84. The computer system of claim 82 wherein the database is a hierarchical database.

85. The computer system of claim 82 wherein the database is an unstructured database.

86. The computer system of claim 81, wherein said populating the one or more panes comprises associating each tuple of said one or more tuples with a pane in said one or more panes.

87. The computer system of claim 81, wherein

said visual specification comprises a first algebraic expression for said first field and a second algebraic expression for said second field.

88. The computer system of claim 87 wherein

said visual specification further organizes said one or more panes into a plurality of layers;

and

said visual specification further comprises a third algebraic expression for said plurality of layers.

89. The computer system of claim 81 wherein said one or more panes comprises a plurality of rows and a plurality of columns of panes arranged in a 2-D matrix with identical horizontal and vertical axes.

90. The computer system of claim 89 wherein at least one field in said plurality of fields has a plurality of levels, and wherein a first level from said plurality of levels is represented by a first component of said visual plot and wherein a second level from said plurality of levels is represented by a second component of said visual plot, wherein said first component and said second component are not the same.

91. The computer system of claim 90 wherein said first component and said second component are each independently selected from the group consisting of:

one or more rows in said visual plot, one or more columns in said visual plot, one or more layers in said visual plot, an axis of said visual plot, a graphic in said visual plot, and a level of detail of a graphic in said visual plot.

92. The computer system of claim 91 wherein said first component is said plurality of rows and said second component is said plurality of columns.

93. The computer system of claim 91 wherein said first component is said plurality of rows and said second component is said plurality of layers.

94. The computer system of claim 91 wherein said first component is said plurality of columns and said second component is said plurality of layers.

95. The computer system of claim 90 wherein said first component of said visual plot is a first axis of said visual plot and said second component of said visual plot is a second axis of said visual plot.

96. The computer system of claim 95 wherein said first axis is an angular polar coordinate, and said mark is a segment of a pie chart.

97. The computer system of claim 95, wherein said first axis and said second axis are orthogonal to one another.

98. The computer system of claim 97, wherein said first axis and said second axis are subjected to a transformation selected from the group consisting of:

rotation, reflection, inversion, and shear.

99. The computer system of claim 95, wherein said first axis and said second axis are disposed at an angle to one another wherein said angle is less than 180°

and is other than 90°

.

100. The computer system of claim 90 wherein one of said first level and said second level represents a time period.

101. The computer system of claim 100 wherein said time period is any one of:

a year, a quarter, a month, a week, a day, an hour, a minute, or a second.

102. The computer system of claim 81 wherein said first field type is selected from the group consisting of:

time, numerical, categorical, and geolocational.

103. The computer system of claim 102 wherein said first field type is time.

104. The computer system of claim 102 wherein said first field type is numerical, and said mark is shape.

105. The computer system of claim 102 wherein said first field type is categorical, and said mark is text.

106. The computer system of claim 102 wherein said first field type is geolocational.

107. The computer system of claim 81 wherein said mark is selected from the group consisting of:

text form, bar chart, pie chart, 3-dimensional bar-chart, 3-dimensional projection, hologram, Gantt plot, and scatterplot.

108. The computer system of claim 81, wherein said first field type and said second field type, together, form a pane type, and wherein a rule is associated with said pane type.

109. The computer system of claim 81, wherein said first field type and said second field type are independently selected from the group consisting of:

time, numerical, categorical, and geolocational.

110. The computer system of claim 109, wherein both of said first field type and said second field type are ordinal, and said mark is text.

111. The computer system of claim 109 wherein both of said first field type and said second field type are numerical, and said mark is a shape.

112. The computer system of claim 109 wherein one of said first field type and said second field type is ordinal, one of said first field type and said second field type is numerical, and said mark is a bar.

113. The computer system of claim 109 wherein one of said first field type and said second field type is ordinal, one of said first field type and said second field type is time, and said mark is Gantt.

114. The computer system of claim 109 wherein one of said first field type and said second field type is time, one of said first field type and said second field type is numerical, and said mark is a line.

115. The computer system of claim 109 wherein one of said first field type and said second field type is geolocational, and said mark is a map symbol.

116. The computer system of claim 81 wherein each of said panes additionally has a third axis that corresponds to a third field from said plurality of fields, and said mark is a 3-dimensional mark.

117. The computer system of claim 81 wherein one mark is assigned to each tuple in said plurality of tuples.

118. The computer system of claim 81 wherein a mark is formed from more than one tuple in said plurality of tuples.

119. The computer system of claim 118 wherein the mark is a polygon.

120. The computer system of claim 81, further including instructions for:

detecting a user request to change the determined mark type with a user-specified mark type; and

updating the visual plot by populating the one or more panes with the plurality of tuples using the user-specified mark type.

121. A method of visualizing a dataset having a plurality of fields, comprising:

at a computer having one or more processors and memory storing programs executed by the one or more processors;

displaying a graphical user interface window including a schema display region and a data visualization region, wherein;

the schema display region includes metadata corresponding to the plurality of fields of the dataset, and

the data visualization region includes a first axis shelf and a second axis shelf;

receiving, through the graphical user interface window, a first user request to generate a first visual plot of the dataset, the first user request including user instructions to drag first and second fields from the schema display region to the first and second axis shelves in the data visualization region, respectively;

in response to the first user request, generating a visual specification based on the first field and the second field and converting said visual specification into one or more queries, each query expressed in an algebraic expression of applying a predefined set of rules and operations to at least one of the first field and the second field;

determining a mark type for the first visual plot based on the association between the first and second fields and the first and second axis shelves of the first visual plot and a predefined set of visualization rules;

generating the first visual plot of at least a portion of the dataset in accordance with the visual specification and the determined mark type;

receiving a second user request to modify the first visual plot, the second user request including user instructions for at least one of relocating a user-specified field from a first region of the first visual plot to a second region of the first visual plot and altering the mark type of the first visual plot;

in response to the second user request, revising the visual specification based on the relocation of the user-specified field; and

generating a second visual plot of the dataset in accordance with the revised visual specification and the second user request.

122. A computer program product for use in conjunction with a computer system, the computer program product comprising a computer readable storage medium and a computer program mechanism embedded therein, the computer program mechanism for forming a visual plot using a dataset having a plurality of fields, wherein the dataset contains data that comprises a plurality of tuples, the computer program mechanism comprising instructions that, if executed by the computer system, cause the computer system to:

display a graphical user interface window including a schema display region and a data visualization region, wherein;

the schema display region includes metadata corresponding to the plurality of fields of the dataset, and

the data visualization region includes a first axis shelf and a second axis shelf;

receive, through the graphical user interface window, a first user request to generate a first visual plot of the dataset, the first user request including user instructions to drag first and second fields from the schema display region to the first and second axis shelves in the data visualization region, respectively;

in response to the first user request, generate a visual specification based on the first field and the second field and convert said visual specification into one or more queries, each query expressed in an algebraic expression of applying a predefined set of rules and operations to at least one of the first field and the second field;

determine a mark type for the first visual plot based on the association between the first and second fields and the first and second axis shelves of the first visual plot and a predefined set of visualization rules;

generate the first visual plot of at least a portion of the dataset in accordance with the visual specification and the determined mark type;

receive a second user request to modify the first visual plot, the second user request including user instructions for at least one of relocating a user-specified field from a first region of the first visual plot to a second region of the first visual plot and altering the mark type of the first visual plot;

in response to the second user request, revise the visual specification based on the relocation of the user-specified field; and

generate a second visual plot of the dataset in accordance with the revised visual specification and the second user request.

123. A computer system for forming a visual plot using a dataset having a plurality of fields, wherein the dataset contains data that comprises a plurality of tuples, the computer system comprising:

a central processing unit;

a memory, coupled to the central processing unit, the memory storing;

said dataset;

a programming module comprising;

instructions for displaying a graphical user interface window including a schema display region and a data visualization region, wherein;

the schema display region includes metadata corresponding to the plurality of fields of the dataset, and

the data visualization region includes a first axis shelf and a second axis shelf;

instructions for receiving, through the graphical user interface window, a first user request to generate a first visual plot of the dataset, the first user request including user instructions to drag first and second fields from the schema display region to the first and second axis shelves in the data visualization region, respectively;

instructions for, in response to the first user request, generating a visual specification based on the first field and the second field and converting said visual specification into one or more queries, each query expressed in an algebraic expression of applying a predefined set of rules and operations to at least one of the first field and the second field;

instructions for determining a mark type for the first visual plot based on the association between the first and second fields and the first and second axis shelves of the first visual plot and a predefined set of visualization rules;

instructions for generating the first visual plot of at least a portion of the dataset in accordance with the visual specification and the determined mark type;

instructions for receiving a second user request to modify the first visual plot, the second user request including user instructions for at least one of relocating a user-specified field from a first region of the first visual plot to a second region of the first visual plot and altering the mark type of the first visual plot; and

instructions for, in response to the second user request, revising the visual specification based on the relocation of the user-specified field; and

instructions for generating a second visual plot of the dataset in accordance with the revised visual specification and the second user request.