Systems and methods for generating data visualization dashboards

• US 8,683,370 B2
• Filed: 10/04/2010
• Issued: 03/25/2014
• Est. Priority Date: 03/01/2010
• Status: Active Grant

• Current Assignee: Simba Technologies, Inc.
• Original Assignee: Dundas Data Visualization, Inc. (Insightsoftware UK Trading Ltd.)
• Inventors: Marchand, Troy A., Sheflin, Terrence Eugene, Bhavnani, Ravindar A., Dobrin, Adrian Serban, Siklos, Robert E.
• Primary Examiner(s): Pesin, Boris
• Assistant Examiner(s): HUERTAS TORRES, AYESHA E
• Application Number:
  US12/897,550
• Publication Number:
  US 20110246925A1
• Time in Patent Office: 1,268 Days
• Field of Search: None
• US Class Current: 715/772
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/06393 Score-carding, benchmarking or key performance indicator [KPI] analysis
• CPC Class Codes: G06Q 10/067 Enterprise or organisation modelling

Abstract

An aspect of the technology described relates to a dashboard creation system for generating dashboards displaying key performance indicator information. The dashboard creation system includes: a business database comprising a plurality of business values; an intermediate table comprising intermediate data; and at least one key performance indicator record. In some implementations, the intermediate data includes: an intermediate value corresponding to a selected plurality of the business values; and an intermediate link identifying the corresponding selected plurality of business values. Also, the key performance indicator record may include: a key performance indicator value corresponding to the intermediate value; a key performance indicator link corresponding to the intermediate link and identifying the corresponding selected plurality of the business values; and a key performance indicator format corresponding to a desired graphical format for depicting the key performance indicator value. The intermediate value may be a summary value corresponding to an analysis of the selected plurality of business values. In such case, the intermediate link may comprise a summary link identifying analytical procedures for producing the summary value.

Claims

1. A dashboard creation system for generating dashboards displaying key performance indicator information, the dashboard creation system comprising:

(a) a business database comprising a plurality of business values;

(b) an intermediate table comprising intermediate data, wherein the intermediate data comprises;

(i) an intermediate value corresponding to a selected plurality of the business values, wherein the intermediate value comprises a summary value corresponding to an analysis of the selected plurality of business values; and

(ii) an intermediate link identifying the corresponding selected plurality of business values, wherein the intermediate link comprises a summary link identifying at least one analytical procedure for producing the summary value;

(c) at least one key performance indicator record comprising;

(i) a key performance indicator value corresponding to the intermediate value;

(ii) a key performance indicator link corresponding to the intermediate link; and

(iii) a key performance indicator format corresponding to a desired graphical format for depicting the key performance indicator value.

2. The dashboard creation system of claim 1, further configured to render the key performance indicator value in the key performance format.

3. The dashboard creation system of claim 1, further configured to communicate the key performance indicator value and the key performance format to a drawing application configured to render the key performance indicator value in the key performance format.

4. A drawing application comprising the system of claim 1.

5. The dashboard creation system of claim 1, wherein the intermediate data comprises a plurality of intermediate values and a corresponding intermediate link for each intermediate value.

6. The dashboard creation system of claim 1, wherein the key performance indicator record comprises a plurality of key performance indicator values and a corresponding key performance indicator link for each key performance indicator value.

7. The dashboard creation system of claim 1, wherein the intermediate value is determined using a database query.

8. The database creation system of claim 7, wherein the database query comprises a SQL query.

9. A method for generating dashboards displaying key performance indicator information, the method comprising:

(a) providing business data corresponding to a plurality of business values;

(b) creating an intermediate table comprising intermediate data, wherein the intermediate data comprises;

(i) an intermediate value corresponding to a selected plurality of the business values, wherein the intermediate value comprises a summary value corresponding to an analysis of the selected plurality of business values; and

(ii) an intermediate link identifying the corresponding selected plurality of business values, wherein the intermediate link comprises a summary link identifying at least one analytical procedure for producing the summary value;

(c) creating a key performance indicator record comprising;

(i) a key performance indicator value corresponding to the intermediate value;

(ii) a key performance indicator link corresponding to the intermediate link; and

(iii) a key performance indicator format corresponding to a desired graphical format for depicting the key performance indicator value.

10. The method of claim 9, further comprising rendering the key performance indicator value in the key performance format.

11. The method of claim 9, further comprising communicating the key performance indicator value and the key performance format to a drawing application configured to render the at least one key performance indicator value in the key performance format.

12. The method of claim 9, further comprising revising the key performance indicator record.

13. The method of claim 9, wherein the intermediate data comprises a second intermediate value corresponding to a second selected plurality of the business values and a second intermediate link identifying the corresponding second selected plurality of business values, and wherein revising the key performance indicator record comprises:

(a) determining a new key performance indicator value corresponding to the second intermediate value;

(b) determining a new key performance indicator link corresponding to the second intermediate link;

(c) determining a new key performance format corresponding to a desired graphical format for depicting the new key performance indicator value; and

(d) storing the new key performance indicator value, the new key performance indicator link and the new key performance format in the key performance indicator record.

14. The method of claim 13, further comprising rendering the new key performance indicator value in the new key performance format.

15. The method of claim 13, further comprising communicating the new key performance indicator value and the new key performance format to a drawing application configured to render the new key performance indicator value in the new key performance format.

16. The method of claim 9, wherein the intermediate value is determined using a database query.

17. The method of claim 16, wherein the database query comprises a SQL query.