Enhanced user interface and data handling in business intelligence software

• US 9,165,044 B2
• Filed: 05/30/2008
• Issued: 10/20/2015
• Est. Priority Date: 05/30/2008
• Status: Active Grant

• Current Assignee: eThority LLC (Equifax, Inc.)
• Original Assignee: eThority LLC (Equifax, Inc.)
• Inventors: Psenka, Mike, Booty, Michael D., Duncan, Brian
• Primary Examiner(s): Ng, Amy
• Assistant Examiner(s): STITT, ERIK V
• Application Number:
  US12/156,462
• Publication Number:
  US 20090300544A1
• Time in Patent Office: 2,699 Days
• Field of Search: 715/810, 715/764, 715/769
• US Class Current: 1/1
• CPC Class Codes: G06F 16/24575 using context
• CPC Class Codes: G06F 16/248 Presentation of query results
• CPC Class Codes: H04L 63/10 for controlling access to devices or network resources
• CPC Class Codes: H04L 63/20 for managing network security; network security policies in general filtering policies H04L63/0227

Abstract

A business intelligence and reporting solution can include a databook interface that acts as both as a reporting mechanism and an interface for providing data visualization parameters. In some embodiments, the databook includes a plurality of palettes whereby visualization parameters can be specified through a drag-and-drop interaction with the databook. The databook can include a tab interface to select between data views, graphic visualizations of data currently in the databook, and a composite visualization mechanism that provides output to place one or more rows in context to other data in the databook and/or to forecast trends for one or more databook values. The databook may rely on an underlying dataset collected from multiple distinct sources, such as different databases. The solution may include a security policy restricting access to certain fields, records, and/or columns based on a user'"'"'s role in an organization, data content, and/or a defined access hierarchy for different data items.

Claims

1. A data reporting system comprising:

at least one computing device, the computing device adapted to query an operational data set including data from separate source systems and render a databook interface based on at least one databook definition parameter;

wherein the databook interface comprises;

a plurality of palette regions, and

a data display area including a plurality of rows, each displayed row corresponding to an individual record from the operational data set, with each row including a plurality of fields, each field corresponding to a column; and

a graphical selection mechanism for specifying a composite evaluation view in which output of a composite data visualization mechanism is rendered based on comparing respective column values from a selected row in the data displayed in the data display area to the respective column values of the same column from at least some of the other rows displayed in a data view such that at least one actual ranking and at least one relative ranking of the column values of the selected row are shown simultaneously in visual form with respect to column-wide results for each respective column, the at least one actual ranking including a rank of a column value of the selected row out of a total number of rows, the at least one relative ranking including a percentage rank of the column value of the selected row; and

wherein the interface provides a plurality of column headers and supports dragging and dropping of one or more column headers into the palette regions to define at least one definition parameter to thereby control how data from the operational data set is visualized in the databook; and

wherein the at least one computing device is further adapted to;

identify a user;

when rendering the databook interface, determine whether the identified user should have access to one or more data items before displaying the one or more data items in the fields of the databook, with access rights determined based on a security control policy; and

when the user should not have access to one or more data items based on the security control policy, hide a first portion of results from the query so that the results do not display the one or more data items in the databook;

wherein the at least one computing device is further adapted to, when the user should not have access to one or more data items based on the security control policy, hide a second portion of results from the query, the second portion of results being dependent on values of the first portion of hidden results.

2. The system set forth in claim 1, wherein the interface includes at least a group, sort, and filter palette whereby definition parameters for grouping rows of data, sorting rows of data, and filtering data from the operational dataset can be specified, respectively.

3. The system set forth in claim 1, wherein the databook interface includes a graphical selection mechanism for specifying one of a plurality of views, the plurality of views further including:

a graph view rendering at least one graph based on at least some rows and columns of data from the operational data set.

4. The system set forth in claim 1 wherein the composite evaluation view comprises a histogram illustrating the distribution of values for a particular column across the data displayed in the data view and the location within said distribution of the column value for the selected row in the data view.

5. The system set forth in claim 1, wherein the composite evaluation view comprises at least one graphical representation illustrating a trend analysis based on identifying a plurality of rows sharing at least one identical column value with the selected row, with the trend analysis illustrating changes in at least one column value over a range of another column value amongst the plurality of rows.

6. The system set forth in claim 5, wherein the composite evaluation view comprises a forecast based on the trend analysis.

7. The system set forth in claim 1, wherein the at least one computing device is adapted to:

identify when rows of data will span multiple pages, divide the rows for display on multiple pages, and

render a row browsing interface in response to a user command;

wherein the row browsing interface comprises a visually-compressed view of the fields of at least one column for at least some of the rows that would otherwise be displayed on multiple pages;

wherein the row browsing interface comprises a magnified view area that can be selected to increase the size of a portion of the visually-compressed view while the size of the remaining portion of the visually compressed view remains unchanged and still visible; and

wherein, in response to user input provided after selection of a portion of the visually-compressed view, the data display area is updated to select the page containing the rows in the selected magnified view area.

8. The system set forth in claim 7, wherein the row browsing interface groups the at least one column displayed into regions such that the regions can be selected within the row browsing interface to change which rows are shown in the visually compressed view.

9. The system set forth in claim 1, wherein the operational data set is maintained in memory of at least one computing device, and the at least one computing device is further adapted to:

access a plurality of data sources stored in memory separate from the memory in which the operational dataset is maintained; and

copy data from the accessed data sources into the operational dataset.

10. The system set forth in claim 9, wherein the at least one computing device is adapted to access the data sources and update the operational data set independently of the databook display parameter.

11. The system set forth in claim 1, wherein the security control policy comprises a content-based security control parameter, and wherein the user'"'"'s access rights to a record are based on the contents of at least one data item.

12. The system set forth in claim 1, wherein the security control policy comprises a role based security control parameter, and wherein the user'"'"'s access rights to a data item are based on identifying a user'"'"'s role in a set of predefined roles and determining the roles that are allowed access to the data item.

13. The system set forth in claim 1, wherein the security control policy comprises a hierarchical-based security control parameter, and wherein the user'"'"'s access rights to a data item are based on identifying a user'"'"'s position in a predefined hierarchy and determining whether the user'"'"'s position in the hierarchy is sufficient to allow access to the data item.

14. The system set forth in claim 1, wherein the first portion of the results are hidden without having to hide columns of the databook.

15. A computerized data visualization method, comprising:

identifying a user;

rendering a databook interface, the databook interface comprising a plurality of palette regions and a data display area, the databook interface rendered by;

querying an operational data set based on at least one databook definition parameter and displaying at least some columns and rows of data from the operational data source returned in response to the query, the operational data set including data from separate source systems;

identifying a security control policy associated with the user

determining whether the user should have access to one or more data items based on the security control policy associated with the user before displaying the one or more data items in the databook interface; and

when the user should not have access to one or more data items based on the security control policy, hiding a first portion of results from the query so that the results do not display the one or more data items in the databook;

adjusting at least one databook definition parameter in response to user interaction with one of the palette regions;

querying the operational data set based on the at least one databook definition parameter as adjusted and displaying at least some columns and rows of data from the operational data set returned in response to the query;

rendering at least one visualization based on the data returned for display in the databook based on the second query; and

performing at least one statistical analysis of a value of at least one column of interest across the rows of the data returned for display in the databook based on the second query;

wherein the visualization is based on comparing the value of the column of interest for a row of interest to the statistical analysis of the same column of interest such that at least one actual ranking and at least one relative ranking of the row of interest is shown simultaneously in visual form with respect to column-wide results for the column of interest, the at least one actual ranking including a rank of a column value of the selected row out of a total number of rows, the at least one relative ranking including a percentage rank of the column value of the selected row;

wherein, when the user should not have access to one or more data items based on the security control policy, the databook interface is rendered by hiding a second portion of results from the query, the second portion of results being dependent on values of the first portion of hidden results.

16. The method set forth in claim 15, wherein the at least one visualization is a graph generated from the data returned for display in the databook based on the second query.

17. The method set forth in claim 15, wherein the first portion of the results are hidden without having to hide columns of the databook.