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

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Vishnubhatta, Srinivas, Le Stum, Guillaume, Li, Wei
• Primary Examiner(s): FILIPCZYK, MARCIN R
• Application Number:
  US13/557,027
• Publication Number:
  US 20130103701A1
• Time in Patent Office: 952 Days
• Field of Search: 707/737, 707/754, 707/777, 707/778, 707/707, 707/771
• US Class Current: 707/754
• CPC Class Codes: G06F 16/284 Relational databases

Abstract

A user can define a filter to applied be to one or more datasets. The filter includes a specification of a field to filter. Upon applying the filter to a dataset, if the specified field cannot be found in the dataset, a field in the dataset is selected as a default field to filter. Selecting what field in the dataset should be the default field is based on evaluating a set of rules. The default field is then filtered according to the filter criteria.

Claims

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, and

selecting 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.

2. The method of claim 1 wherein the selecting, based on a set of rules, a default field comprises:

traversing a dataset structure associated with the dashboard component, the dataset structure comprising a plurality of objects arranged in a hierarchical order; and

examining an object according to the hierarchical order to find a field that is equivalent to the specified field, wherein an object that is higher in the hierarchical order is examined before an object that is lower in the hierarchical order.

3. A non-transitory machine-readable medium carrying one or more sequences of instructions, which instructions, when executed by one or more processors, cause the one or more processors to carry out the steps of:

provide a dashboard component that summarizes a set of records, each record having a plurality of fields;

receive a filter specifying a field, and a filter option;

apply the filter to the dashboard component by examining the fields of the set of records to identify a field that matches the specified field;

select, automatically 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, and

selecting 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;

compare values from the default field using the specified filter option; and

generate, based on the comparison, a subset of records from the set of records for the dashboard component to summarize.

4. The machine-readable medium of claim 3 wherein the selecting, based on a set of rules, a default field comprises:

traversing a dataset structure associated with the dashboard component, the dataset structure comprising a plurality of objects arranged in a hierarchical order; and

examining an object according to the hierarchical order to find a field that is equivalent to the specified field, wherein an object that is higher in the hierarchical order is examined before an object that is lower in the hierarchical order.

5. An apparatus comprising:

a processor; and

one or more stored sequences of instructions which, when executed by the processor, cause the processor to;

provide a dashboard component that summarizes a set of records, each record having a plurality of fields;

receive a filter specifying a field, and a filter option;

apply the filter to the dashboard component by examining the fields of the set of records to identify a field that matches the specified field;

select, automatically 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, and

selecting 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;

compare values from the default field using the specified filter option; and

generate, based on the comparison, a subset of records from the set of records for the dashboard component to summarize.

6. The apparatus of claim 5 wherein the selecting, based on a set of rules, a default field comprises:

traversing a dataset structure associated with the dashboard component, the dataset structure comprising a plurality of objects arranged in a hierarchical order; and

examining an object according to the hierarchical order to find a field that is equivalent to the specified field, wherein an object that is higher in the hierarchical order is examined before an object that is lower in the hierarchical order.

7. A system comprising:

a processor-based application, which when executed on a computer, will cause the processor to;

provide a dashboard component that summarizes a set of records, each record having a plurality of fields;

receive a filter specifying a field, and a filter option;

apply the filter to the dashboard component by examining the fields of the set of records to identify a field that matches the specified field;

to select, automatically 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, and

selecting 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;

compare values from the default field using the specified filter option; and

generate, based on the comparison, a subset of records from the set of records for the dashboard component to summarize.

8. The system of claim 7 wherein the application, when executed on a computer, will further cause the processor to:

traverse a dataset structure associated with the dashboard component, the dataset structure comprising a plurality of objects arranged in a hierarchical order; and

examine an object according to the hierarchical order to find a field that is equivalent to the specified field, wherein an object that is higher in the hierarchical order is examined before an object that is lower in the hierarchical order.