Systems and methods for generating data visualization dashboards

• US 9,727,836 B2
• Filed: 01/22/2014
• Issued: 08/08/2017
• 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., Bhavnani, Ravindar A., Dobrin, Adrian Serban, Sheflin, Terrence Eugene, Siklos, Robert E.
• Primary Examiner(s): Gaffin, Jeffrey A
• Assistant Examiner(s): Torres, Ayesha Huertas
• Application Number:
  US14/160,843
• Publication Number:
  US 20140136298A1
• Time in Patent Office: 1,294 Days
• Field of Search: None
• 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 (KPI) 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 KPI 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 KPI record may include: a KPI value corresponding to the intermediate value; a KPI link corresponding to the intermediate link and identifying the corresponding selected plurality of the business values; and a KPI format corresponding to a desired graphical format for depicting the KPI value. A processor may be provided to render the KPI value in the KPI format.

Claims

1. A dashboard creation system for generating dashboards displaying on a display 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) a plurality of intermediate values, wherein each intermediate value;

1. corresponds to a selected plurality of the business values, and

2. comprises a summary value corresponding to an analysis of the selected plurality of business values,

and

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

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

(i) a plurality of key performance indicator values, wherein each key performance indicator value corresponds to one of the intermediate values,

(ii) for each key performance value, a key performance indicator link corresponding to the intermediate link for the corresponding one of the intermediate values, and

(iii) for each key performance indicator value, a key performance indicator format corresponding to a desired graphical format for depicting such key performance indicator value; and

(d) a processor configured to render the key performance indicator value in the key performance indicator format for display on the display.

2. The dashboard creation system of claim 1, wherein the intermediate link comprises a summary link identifying at least one analytical procedure for producing the summary value.

3. The dashboard creation system of claim 1, further comprising the display.

4. 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 on the display the key performance indicator value in the key performance format.

5. The system of claim 1 further comprising a drawing application operative on the processor.