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Systems and methods for propagating a global filter to individual datasets

  • US 8,972,421 B2
  • Filed: 07/24/2012
  • Issued: 03/03/2015
  • Est. Priority Date: 07/26/2011
  • Status: Active Grant
First Claim
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1. A method comprising:

  • providing, by a computing system having a processor, a dashboard component that summarizes a set of records, each record having a plurality of fields;

    receiving, by the computing system, a filter specifying a field, and a filter option;

    applying, by the computing system, the filter to the dashboard component by examining the fields of the set of records to identify a field that matches the specified field;

    selecting automatically by the computing system, based on a set of rules, a field, different from the specified field, as a default field to filter when the set of records does not include a field that matches the specified field, wherein selecting the default field comprises;

    selecting one of the plurality of fields that is equivalent to the specified field as the default field when the selected field maps to a same data object as the specified field, andselecting one of two or more fields as the default field based on the selected field being included in a report when the plurality of fields includes two or more fields that are equivalent to the specified field;

    comparing, by the computing system, values from the default field using the specified filter option; and

    generating, by the computing system, based on the comparison, a subset of records from the set of records for the dashboard component to summarize.

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