Dashboard editor

• US 7,987,428 B2
• Filed: 10/23/2007
• Issued: 07/26/2011
• Est. Priority Date: 10/23/2007
• Status: Active Grant

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Friedrichsen, Eric, Handy, Stephen Van de Walker, Peterson, Peter Birkedal, Bishel, Scott W., Brenne, Leif Christian
• Primary Examiner(s): Hailu; Tadeese
• Assistant Examiner(s): Ulrich; Nicholas S
• Application Number:
  US11/877,093
• Publication Number:
  US 20090106656A1
• Time in Patent Office: 1,372 Days
• Field of Search: 715/762, 715/769, 715/763, 715/744, 715/747, 715/866, 715/765, 715/764, 715/742, 707/754
• US Class Current: 715/762
• CPC Class Codes: G06F 16/248 Presentation of query results
• CPC Class Codes: G06F 16/26 Visual data mining; Browsing structured data
• CPC Class Codes: G06F 16/338 Presentation of query results
• CPC Class Codes: G06F 16/34 Browsing; Visualisation therefor
• CPC Class Codes: G06F 16/9035 Filtering based on additional data, e.g. user or group profiles
• CPC Class Codes: G06F 16/9038 Presentation of query results
• CPC Class Codes: G06F 16/906 Clustering; Classification
• CPC Class Codes: G06F 3/048 Interaction techniques based on graphical user interfaces [GUI]
• CPC Class Codes: G06F 3/0481 based on specific properties of the displayed interaction object or a metaphor-based environment, e.g. interaction with desktop elements like windows or icons, or assisted by a cursor's changing behaviour or appearance
• CPC Class Codes: G06F 3/0486 Drag-and-drop

Abstract

A user interface programmed to create a digital dashboard includes a dashboard workspace including one or more zones, and a dashboard elements area including a plurality of dashboard elements. A dashboard element of the dashboard elements is dragged and dropped onto one of the zones to add the dashboard element to the digital dashboard.

Claims

1. A computing device including a user interface programmed to create a digital dashboard, the computing device comprising:

a central processing unit; and

computer storage media encoding instructions that, when executed by the central processing unit, create;

a dashboard workspace including one or more zones including at least a top row zone; and

a dashboard elements area including a plurality of dashboard elements;

wherein a dashboard element of the dashboard elements is dragged and dropped onto the top row zone to add the dashboard element to the digital dashboard;

wherein, upon adding the dashboard element to the top row zone, a drop zone area for filters associated with the dashboard element is formed; and

wherein the dashboard element includes an edit interface having;

a display position box that defines a position of the dashboard element relative to other elements in the top row zone; and

a cache box that defines whether or not the dashboard element is cached.

2. The computing device of claim 1, wherein the dashboard element is a scorecard.

3. The computing device of claim 1, wherein the dashboard element is a report.

4. The computing device of claim 1, wherein the dashboard element is a filter.

5. The computing device of claim 4, further comprising a wizard programmed to assist a user in creating the filter.

6. The computing device of claim 5, wherein the wizard includes interfaces that guide the user in creating the filter.

7. The computing device of claim 1, further comprising one or more templates that define pre-configured layouts for the zones of the digital dashboard.

8. A method for creating a digital dashboard, the method comprising:

creating, using a computing device, one or more zones in a dashboard module;

dragging and dropping, using the computing device, a scorecard or report onto a zone;

dragging and dropping a filter onto the zone;

linking the filter to the scorecard or report; and

forming an area listing any scorecards or reports to which the filter is applied.

9. The method of claim 8, further comprising splitting the zone into a plurality of zones.

10. The method of claim 8, further comprising adding a new zone left, right, above, or below the zone.

11. The method of claim 8, further comprising publishing the digital dashboard to a web server.

12. The method of claim 8, further comprising changing a size of the zone.

13. The method of claim 8, further comprising dragging and dropping a plurality of scorecards and reports onto the one or more zones.

14. The method of claim 8, further comprising creating a new filter using a wizard.

15. The method of claim 14, further comprising linking the filter to a scorecard or report using a formula.