Report management system

• US 7,870,016 B2
• Filed: 06/30/2006
• Issued: 01/11/2011
• Est. Priority Date: 04/07/2006
• Status: Active Grant

• Current Assignee: Daedalus Blue LLC
• Original Assignee: International Business Machines Corporation
• Inventors: Fazal, Tom, Adendorff, Michael, Palmer, Simon
• Primary Examiner(s): Jeanty, Romain
• Application Number:
  US11/480,237
• Publication Number:
  US 20070239508A1
• Time in Patent Office: 1,656 Days
• Field of Search: 705/8
• US Class Current: 705/7.36
• CPC Class Codes: G06Q 10/0637 Strategic management or analysis, e.g. setting a goal or target of an organisation; Planning actions based on goals; Analysis or evaluation of effectiveness of goals
• CPC Class Codes: G06Q 10/10 Office automation; Time management

Abstract

A report management system is provided for creating reports to be used by a business intelligence tool that generates instances of reports including information retrieved from one or more underlying data sources. The report management system has an interactive modeling user interface for receiving user inputs and presenting options for management of reports, a content group manager for manipulation of definition of content groups in response to user inputs through the modeling user interface, a measure assignment manager for managing assignment of measures to the content groups in response to user inputs through the modeling user interface, and a report assembler for assembling reports for the content groups based on information of the measures assigned to the content groups.

Claims

1. A report management system for managing reports to be used by a business intelligence tool that generates instances of reports including information retrieved from one or more underlying data sources, the report management system comprising:

a computer;

an interactive modeling user interface executable by the computer to receive user input and to present options for management of reports;

a content group manager executable by the computer to manipulate definition of content groups in response to the user input through the interactive modeling user interface, wherein the content group manager handles grouping of content into the content groups and allows at least one of addition of new content groups, modification of existing content groups, and deletion of existing content groups in response to the user input through the interactive modeling user interface;

a measure assignment manager executable by the computer to manage assignment of measures to the content groups in response to user input through the modeling user interface; and

a report assembler executable by the computer to assemble reports for the content groups based on information of the measures assigned to the content groups.

2. The report management system as claimed in claim 1, wherein the content group manager allows use of the content groups defined based on business processes in an organization.

3. The report management system as claimed in claim 1, wherein the content group manager allows use of the content groups defined based on business function in an organization.

4. The report management system as claimed in claim 1, wherein the content group manager allows use of the content groups defined based on user roles in an organization.

5. The report management system as claimed in claim 4, wherein the content group manager presents a user role hierarchy based on an organization structure.

6. The report management system as claimed in claim 5, wherein the content group manager allows adding a new user role or modify an existing user role in the user role hierarchy.

7. The report management system as claimed in claim 5, wherein the measure assignment manager presents, for user selection, measures available for a selected user role based on measures available for a parent user role of the selected user role in the user role hierarchy.

8. The report management system as claimed in claim 1, wherein the measure assignment manager presents, for user selection, measures available for a selected content group based on a metadata model representing the underlying data sources.

9. The report management system as claimed in claim 1 further comprising:

a report refiner to refine the reports assembled by the report assembler in response to the user input through the modeling user interface.

10. The report management system as claimed in claim 9, wherein the report refiner comprises an impact relationship handler to handle manipulation of dependency between measures.

11. The report management system as claimed in claim 9, wherein the report refiner comprises a dimension handler to handle refinement of dimensions for the measures assigned to the content groups.

12. The report management system as claimed in claim 9, wherein the report refiner comprises a display style handler to handle settings of display style for dimensional breakdown of one or more measures.

13. The report management system as claimed in claim 9, wherein the report refiner comprises a layout template handler to handle definition of layout templates for the reports.

14. The report management system as claimed in claim 9, wherein the report refiner comprises a context filter handler to handle definition of context filter for the content groups.

15. The report management system as claimed in claim 9, wherein one or more of the content groups are defined based on user roles, and the report refiner comprises an external user role handler to handle mapping between external users listed in an existing directory and user roles.

16. The report management system as claimed in claim 1 further comprising an information model to store the definition of the content groups, measures assigned to the content groups, and assembled reports.

17. A method of managing reports to be used by a business intelligence tool that generates instances of reports including information retrieved from one or more underlying data sources, the method comprising:

receiving user input, via an interactive modeling user interface on a computer, to select a content group based upon a user-selected grouping of content using a content group manager, wherein the content group manager is executed by the computer to allow at least one of addition of new content groups, modification of existing content groups, and deletion of existing content groups;

receiving user input of a selection of one or more measures for the selected content group;

assigning, by the computer, the selected measures to the selected content group; and

assembling, by the computer, a report for the selected content group based on information of the selected measures assigned to the selected content group.

18. The method as claimed in claim 17 further comprising:

receiving user input to manipulate the selected content group; and

modifying the selected content group in accordance with the user input to manipulate the selected content group.

19. The method as claimed in claim 17, wherein receiving the user input to select the content group allows the user to select the content group defined based on a business process or a business function in an organization.

20. The method as claimed in claim 17, wherein the content group manager allows use of the content group defined based on functionality in an organization.

21. The method as claimed in claim 17, wherein the content group manager allows use of the content group defined based on user roles in an organization.

22. The method as claimed in claim 21 further comprising presenting a user role structure as a user role hierarchy corresponding to an organization structure.

23. The method as claimed in claim 22 further comprising allowing a user to add a new user role in the user role hierarchy.

24. The method as claimed in claim 22 further comprising presenting, for user selection, measures available for the selected user role based on measures available for a parent user role of the selected user role in the user role hierarchy.

25. The method as claimed in claim 17 further comprising presenting, for user selection, measures available for the selected content group based on a metadata model representing the underlying data sources.

26. The method as claimed in claim 17 further comprising:

assembling a report for the selected content group;

presenting the assembled report;

receiving a user'"'"'s input for refining the report; and

refining the report in response to the user'"'"'s input.

27. The method as claimed in claim 26, wherein the report refining comprises manipulating dependency between the measures assigned to the selected content group.

28. The method as claimed in claim 26, wherein the report refining comprises refining dimensions for the measures assigned to the selected content group.

29. The method as claimed in claim 26, wherein the report refining comprises manipulating settings of display style for dimensional breakdown of one or more measures assigned to the selected content group.

30. The method as claimed in claim 26, wherein the report refining comprises manipulating definition of layout templates for the reports.

31. The method as claimed in claim 26, wherein the report refining comprises manipulating definition of context filter for the selected content group.

32. The method as claimed in claim 26, wherein the report refining comprises mapping external users listed in an existing directory to the selected content group.

33. The method as claimed in claim 17 further comprising storing the definition of the content group, measures assigned to the users, and assembled reports.

34. A computer readable storage medium comprising instructions that, when executed, cause a computer to

receive user input, via an interactive modeling user interface of the computer, to select a content group based upon a user-selected grouping of content using a content group manager, wherein the content group manager is executed by the computer to allow at least one of addition of new content groups, modification of existing content groups, and deletion of existing content groups;

receive user input of a selection of one or more measures for the selected content group;

assign the selected measures to the selected content group; and

assemble a report for the selected content group based on information of the selected measures assigned to the selected content group.