Enhanced user interface and data handling in business intelligence software
First Claim
1. A data visualization method, comprising:
- providing a databook interface to a user;
identifying a security control policy associated with the user;
querying an operational data set based on a databook definition parameter and returning data results from the operational data set in response to the query, the data results from the operational data set including data from separate source systems using different data formats;
determining, prior to displaying the returned data results, that the security control policy prohibits the user from accessing a first subset of the returned data results and that the security control policy allows the user to access a second subset of the returned data results, the second subset of returned data results including data from the separate source systems;
updating the databook interface to display results of the query, wherein updating the databook interface comprises;
hiding the first subset of the returned data results so that the first subset of the returned data results are prevented from being displayed via the databook interface, andadding interface objects to the databook interface that provide a common format for displaying the second subset of the returned data results, andproviding the updated databook interface to the user;
determining that rows of data will span multiple pages and dividing the rows for display on the multiple pages; and
rendering a row browsing interface in response to a user command, wherein the row browsing interface comprises (i) 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 the multiple pages and (ii) a magnified view area, wherein a selection of the magnified view area causes an increase in a size of a first portion of the visually-compressed view while the size of a second portion of the visually-compressed view remains unchanged and still visible,wherein, in response to a user input provided after a selection of a portion of the visually-compressed view, a data display area of the databook interface is updated to select the page containing the rows in the selected magnified view area.
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Accused Products
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.
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Citations
18 Claims
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1. A data visualization method, comprising:
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providing a databook interface to a user; identifying a security control policy associated with the user; querying an operational data set based on a databook definition parameter and returning data results from the operational data set in response to the query, the data results from the operational data set including data from separate source systems using different data formats; determining, prior to displaying the returned data results, that the security control policy prohibits the user from accessing a first subset of the returned data results and that the security control policy allows the user to access a second subset of the returned data results, the second subset of returned data results including data from the separate source systems; updating the databook interface to display results of the query, wherein updating the databook interface comprises; hiding the first subset of the returned data results so that the first subset of the returned data results are prevented from being displayed via the databook interface, and adding interface objects to the databook interface that provide a common format for displaying the second subset of the returned data results, and providing the updated databook interface to the user; determining that rows of data will span multiple pages and dividing the rows for display on the multiple pages; and rendering a row browsing interface in response to a user command, wherein the row browsing interface comprises (i) 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 the multiple pages and (ii) a magnified view area, wherein a selection of the magnified view area causes an increase in a size of a first portion of the visually-compressed view while the size of a second portion of the visually-compressed view remains unchanged and still visible, wherein, in response to a user input provided after a selection of a portion of the visually-compressed view, a data display area of the databook interface is updated to select the page containing the rows in the selected magnified view area. - View Dependent Claims (2, 3, 4, 5, 6, 7, 8, 9)
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10. A system comprising:
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a processing device; and a memory device communicatively coupled to the processing device, the processing device being configured to execute instructions stored in the memory device to cause the processing device to; provide a databook interface to a user, identify a security control policy associated with the user, query an operational data set based on a databook definition parameter and return data results from the operational data set in response to the query, the data results from the operational data set including data from separate source systems using different data formats, determine, prior to a display of the returned data results, that the security control policy prohibits the user from accessing a first subset of the returned data results and that the security control policy allows the user to access a second subset of the returned data results, the second subset of returned data results including data from the separate source systems, and update the databook interface to display results of the query, wherein updating the databook interface comprises; hiding the first subset of the returned data results so that the first subset of the returned data results are prevented from being displayed via the databook interface, and adding interface objects to the databook interface that provide a common format for displaying the second subset of the returned data results, and providing the updated databook interface to the user, determine that rows of data will span multiple pages and dividing the rows for display on the multiple pages, 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 the multiple pages, and a magnified view area that is configured to respond to a selection by causing an increase in a size of a first portion of the visually-compressed view while the size of a second portion of the visually-compressed view remains unchanged and still visible, and update, in response to a user input provided after a selection of a portion of the visually-compressed view, a data display area of the databook interface to select the page containing the rows in the selected magnified view area. - View Dependent Claims (11, 12, 13, 14, 15, 16, 17, 18)
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Specification