Method and system for building a report for execution against a data store
First Claim
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1. A method for building a report, comprising the steps of:
- defining a relational abstraction of a data store, the defined relational abstraction including a plurality of views, fields associated with the plurality of views, and relations between the plurality of views;
selecting one of the plurality of views as a base view of a report; and
creating at least one report field using the views, fields and relations associated with the base view, wherein the at least one report field is created by;
a) specifying a relation path from the base view to a predetermined destination view, the relation path including one or more relations;
b) if the specified relation path contains any to-many relations, creating an aggregate field by;
i) creating at least one nested field to be aggregated, where a relation path of the created at least one nested field begins at a destination view of the created aggregate field; and
ii) specifying an expression for aggregating values associated with the created at least one nested field; and
c) if the specified relation path does not contain any to-many relations, creating a scalar field, by;
i) referencing a source field from the destination view;
orii) creating an expression field that includes at least one nested field, where a relation path of the at least one nested field begins at a destination view of the created expression field.
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Abstract
A data query and reporting method and system are provided. The method and system allow non-technical computer users to build and execute complex database queries. The method and system accommodate the need for a simple, easy-to-understand interactive and iterative means for generating and validating database queries. The method and system reduce the complexity and costs associated with retrieving useful information for organizations of all sizes, especially smaller businesses. The method and system support a robust security model, enabling organizations to protect sensitive data while providing broad data access.
43 Citations
22 Claims
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1. A method for building a report, comprising the steps of:
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defining a relational abstraction of a data store, the defined relational abstraction including a plurality of views, fields associated with the plurality of views, and relations between the plurality of views; selecting one of the plurality of views as a base view of a report; and creating at least one report field using the views, fields and relations associated with the base view, wherein the at least one report field is created by; a) specifying a relation path from the base view to a predetermined destination view, the relation path including one or more relations; b) if the specified relation path contains any to-many relations, creating an aggregate field by; i) creating at least one nested field to be aggregated, where a relation path of the created at least one nested field begins at a destination view of the created aggregate field; and ii) specifying an expression for aggregating values associated with the created at least one nested field; and c) if the specified relation path does not contain any to-many relations, creating a scalar field, by; i) referencing a source field from the destination view;
orii) creating an expression field that includes at least one nested field, where a relation path of the at least one nested field begins at a destination view of the created expression field. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19, 20, 21, 22)
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Specification