Method and system for filtering common fields across multiple data sets

• US 9,613,326 B2
• Filed: 07/24/2012
• Issued: 04/04/2017
• Est. Priority Date: 07/26/2011
• Status: Active Grant

• Current Assignee: Salesforce.com, Inc.
• Original Assignee: Salesforce.com, Inc.
• Inventors: Nash, Eric, Vishnubhatta, Srinivas, Le Stum, Guillaume, Eberl, Stefan, Ku, Siuling
• Primary Examiner(s): Vy, Hung T
• Application Number:
  US13/556,975
• Publication Number:
  US 20130031499A1
• Time in Patent Office: 1,715 Days
• Field of Search: 715765, 715764, 707754, 707758
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/08 Logistics, e.g. warehousing, loading or distribution; Inventory or stock management

Abstract

A system and method for display of graphical components on a user interface. Multiple components may be displayed on a graphical user interface an active dashboard. Each component is a graphical representation of a report generated from plurality of data fields stored in objects on a database. At least some of the reports are generated from different data models. The displayed components are filtered on the basis of at least one data field that is a common field among the different data models.

Claims

1. A method for display of graphical metrics on a user interface, comprising:

displaying, by a database system, an active graphical user interface comprising a plurality of graphical metrics of statistical data, the statistical data being from reports generated from a plurality of data fields stored in objects on a database, wherein at least some of the reports are generated from different data models, the different data models having different data fields from each other;

identifying, by the database system, an underlying report for each graphical metric displayed on the interface;

identifying, by the database system, one or more base objects common to each of the underlying reports;

identifying, by the database system, data fields in each of the one or more base objects, the data fields being present in the one or more base objects in each of the underlying reports;

adding, by the database system, the identified data fields to a list of data fields that only includes identified data fields;

receiving, by the database system, a selection of a identified data field from the list of identified data fields; and

filtering, by the database system, the displayed graphical metrics on the basis of at least one data field, the at least one data field including the selected identified data field.

2. The method of claim 1, further comprising

displaying, by the database system, the list of identified data fields, wherein the step of receiving, by the database system, the selection of the identified data field comprises

receiving the selection from the displayed list of identified data fields.

3. The method of claim 2, further comprising displaying a label for each identified data field.

4. The method of claim 3, further comprising displaying all labels from the different data models for each identified data field.

5. The method of claim 4, further comprising removing duplicate labels prior to displaying all labels.

6. The method of claim 1, wherein the step of receiving, by the database system, a selection of the identified data field comprises:

receiving a text query; and

searching for the text query in the list of identified data fields.

7. The method of claim 1, further comprising:

identifying one or more data fields in each report that originate from the same object;

identifying one or more data fields that map to each report; and

adding to the list of identified data fields the one or more data fields that originate from the same object.

8. The method of claim 1, wherein the step of filtering the displayed graphical metrics further comprises directly applying the identified data field to an identical field or an equivalent field in the underlying report.

9. The method of claim 1, wherein the selected identified data field has multiple mappings in the underlying report, and wherein the step of filtering the displayed graphical metrics further comprises:

traversing the report starting at the join hierarchy; and

mapping the selected identified data field to a field on the base object if applicable, and if not, then mapping the selected identified data field to a field in a lookup of the base object if applicable, and if not, then proceeding to subsequent levels of the report hierarchy to locate and select a mapping.

10. A non-transitory machine-readable medium having stored thereon one or more sequences of instructions for displaying graphical metrics on a user interface, which instructions, when executed by one or more processors, cause the one or more processors to carry out the steps of:

displaying an active graphical user interface comprising a plurality of graphical metrics of statistical data, the statistical data being from reports generated from a plurality of data fields stored in objects on a database, wherein at least some of the reports are generated from different data models, the different data models having different data fields from each other;

identifying an underlying report for each graphical metric displayed on the interface;

identifying one or more base objects common to each of the underlying reports;

identifying data fields in each of the one or more base objects, the data fields being present in the one or more base objects in each of the underlying reports;

adding the identified data fields to a list of identified data fields that only includes identified data fields;

receiving a selection of a identified data field from the list of identified data fields; and

filtering the displayed graphical metrics on the basis of at least one data field, the at least one data field including the selected identified data field.

11. The machine readable medium of claim 10, wherein the filtering step further comprises applying the identified data field to an identical field or an equivalent field in the underlying report.

12. The machine readable medium of claim 10, wherein the selected identified data field has multiple mappings in the underlying report, the step of filtering the displayed graphical metrics further comprising:

traversing the report starting at the join hierarchy; and

mapping the selected identified data field to a field on the base object if applicable, and if not, then mapping the selected identified data field to a field in a lookup of the base object if applicable, and if not, then proceeding to subsequent levels of the report hierarchy to locate and select a mapping.

13. The machine readable medium of claim 10, further comprising displaying a label for each identified data field.

14. An apparatus for displaying graphical metrics on a user interface, the apparatus comprising:

a processor; and

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

display an active graphical user interface comprising a plurality of graphical metrics of statistical data from reports generated from a plurality of data fields stored in objects on a database, wherein at least some of the reports are generated from different data models, the different data models having different data fields from each other;

identify an underlying report for each graphical metric displayed on the interface;

identify one or more base objects common to each of the underlying reports;

identify data fields in each of the one or more base objects, the data fields being present in the one or more base objects in each of the underlying reports;

add the identified data fields to a list of identified data fields that only includes identified data fields;

receive a selection of a identified data field from the list of identified data fields; and

filter the displayed graphical metrics on the basis of at least one data field, the at least one data field including the selected identified data field.

15. The apparatus of claim 14, wherein the instructions, when executed by the processor, further cause the processor to:

display the list of identified data fields, wherein the step of receiving the selection of the common data field comprises

receive the selection from the displayed list of identified data fields.

16. The apparatus of claim 14, wherein the instructions, when executed by the processor, further cause the processor to:

receive a text query; and

search for the text query in the list of identified data fields.

17. The apparatus of claim 14, wherein the instructions, when executed by the processor, further cause the processor to:

identify one or more data fields in each report that originate from the same object;

identify one or more data fields that map to each report; and

add to the list of identified data fields the one or more data fields that originate from the same object.