Filtering user interface for a data summary table

• US 9,959,267 B2
• Filed: 12/28/2015
• Issued: 05/01/2018
• Est. Priority Date: 09/09/2005
• Status: Active Grant

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Inventors: Folting, Allan, Vial, Thibaut, Hawking, Robert
• Primary Examiner(s): STORK, KYLE R
• Application Number:
  US14/981,303
• Publication Number:
  US 20160110337A1
• Time in Patent Office: 855 Days
• CPC Class Codes: G06F 3/0482 Interaction with lists of selectable items, e.g. menus
• CPC Class Codes: G06F 3/04842 Selection of displayed objects or displayed text elements G06F3/0482 takes precedence
• CPC Class Codes: G06F 40/177 of tables; using ruled lines
• CPC Class Codes: G06F 40/18 of spreadsheets form-filling G06F40/174
• CPC Class Codes: G06F 9/451 Execution arrangements for user interfaces

Abstract

A graphical user interface for creating a data summary table includes a data summary table including a plurality of fields, and a filtering pane programmed to apply filters to items in the fields of the data summary table, the filtering pane including a field selector control, wherein the field selector control is programmed to allow for selection of a field of the fields in the data summary table to define filtering for the field.

Claims

1. A method for improving efficiency of a computer device when creating a filtered data summary table, comprising:

creating, by the computing device, a graphical user interface of an application for summarizing data, the graphical user interface comprising;

a data summary table, wherein the data summary table is initially blank; and

a task pane separate from the data summary table, the task pane including a row zone, a column zone and a value zone;

receiving a selection of a first non-numeric field from a list of fields;

receiving a selection of a first filter option available to the first non-numeric field;

generating a first filtered value based on the first filter option;

receiving a selection of the first non-numeric field for inclusion in the column zone;

in response to receiving the selection of the first non-numeric field for inclusion in the column zone;

displaying the first filtered value as a column label in the data summary table; and

generating a first set of filtered numeric values from a numeric field based on the first filtered value prior to displaying data from the numeric data in the data summary table;

receiving a selection of the numeric field for inclusion in the value zone; and

in response to receiving the selection of the numeric field for inclusion in the value zone, displaying a summary of the first set of filtered numeric values below the column label in the data summary table.

2. The method of claim 1, further comprising:

receiving a selection of a second field from the list of fields;

receiving a selection of a second filter option available to the second field;

generating a second filtered value based on the second filter option;

receiving a selection of the second field for inclusion in the row zone;

in response to the inclusion of the second field in the row zone, displaying the second filtered value as a row label in the data summary table;

generating a second set of filtered numeric values from the numeric field based on both the first and second filtered values; and

displaying a summary of the second set of filtered numeric values at an intersection of the column label and the row label in the data summary table.

3. The method of claim 2, wherein the second field is a non-numeric field.

4. The method of claim 3, wherein the steps of displaying the first filtered value as a column label in the data summary table and displaying the second filtered value as a row label in the data summary table occur prior to receiving the selection of the numeric field for inclusion in the value zone and displaying the summary of the second set of filtered numeric values in the data summary table.

5. The method of claim 3 wherein:

the task pane further includes a filter zone; and

the selection of each of the first filter option and the second filter option occurs within the filter zone.

6. The method of claim 3, wherein the task pane further includes a fields pane for selecting one or more fields for inclusion within at least one of the row zone, the column zone, and the value zone.

7. The method of claim 1, further comprising:

receiving a selection to remove the first non-numeric field from the column zone;

in response to the removal of the first non-numeric field from the column zone, removing the column label from the data summary table while maintaining the generated first filtered value based on the first filter option;

receiving a subsequent selection to include the first non-numeric field within the column zone; and

in response to the subsequent inclusion of the first non-numeric field within the column zone, redisplaying the first filtered value as a column label in the data summary table.

8. The method of claim 1, further comprising:

receiving an indication that the first non-numeric field is dragged from the column zone and dropped in the row zone; and

in response to the indication that the first non-numeric field is dropped within the row zone, removing the display of the column label in the data summary table, adding a display of the first filtered value as a row label in the data summary table, and displaying the summary of the first set of filtered numeric values adjacent the row label in the data summary table.

9. A computer readable storage device storing computer readable instructions for improving efficiency of a computing device when providing a filtered data summary table, which when executed by a processor unit is operative to perform steps comprising:

creating a graphical user interface of an application for summarizing data, the graphical user interface comprising;

a data summary table, wherein the data summary table is initially blank; and

a task pane separate from the data summary table, the task pane including a row zone, a column zone and a value zone;

receiving a selection of a first non-numeric field from a list of fields;

receiving a selection of a first filter option available to the first non-numeric field;

generating a first filtered value based on the first filter option;

receiving an indication that the first non-numeric field is associated with the row zone;

in response to the association of the first non-numeric field with the row zone;

displaying the first filtered value as a row label in the data summary table; and

generating, prior to displaying numeric data from a numeric field in the data summary table, a first set of filtered numeric values from the numeric field based on the first filtered value;

receiving a selection of the numeric field for inclusion in the value zone; and

in response to receiving the selection of the numeric field for inclusion in the value zone, displaying a summary of the first set of filtered numeric values adjacent to the row label in the data summary table.

10. The computer readable storage device of claim 9, wherein the steps further comprise:

receiving a selection of a second field from the list of fields;

receiving a selection of a second filter option available to the second field;

generating a second filtered value based on the second filter option;

receiving an indication that the second field is associated with the column zone; and

in response to the association of the second field with the column zone, displaying the second filtered value as a column label in the data summary table;

generating a second set of filtered numeric values from the numeric field based on both the first and second filtered values; and

displaying a summary of the second set of filtered numeric values at an intersection of the row label and the column label in the data summary table.

11. The computer readable storage device of claim 10, wherein the second field is a non-numeric field.

12. The computer readable storage device of claim 11, wherein the steps of displaying the first filtered value as a row label in the data summary table and displaying the second filtered value as a column label in the data summary table occur prior to receiving the selection of the numeric field for inclusion in the value zone and displaying the summary of the second set of filtered numeric values in the data summary table.

13. The computer readable storage device of claim 11 wherein:

the task pane further includes a filter zone; and

the selection of each of the first filter option and the second filter option occurs within the filter zone.

14. The computer readable storage device of claim 9, wherein the steps further comprise:

receiving a selection to remove the first non-numeric field from the row zone;

in response to the removal of the first non-numeric field from the row zone, removing the row label from the data summary table while maintaining the generated first filtered value based on the first filter option;

receiving a subsequent selection to include the first non-numeric field within the row zone; and

in response to the subsequent inclusion of the first non-numeric field within the row zone, redisplaying the first filtered value as a row label in the data summary table.

15. The computer readable storage device of claim 9, wherein the steps further comprise:

receiving an indication that the first non-numeric field is dragged from the row zone and dropped in the column zone; and

in response to the indication that the first non-numeric field is dropped within the column zone, removing the display of the row label in the data summary table, adding a display of the first filtered value as a column label in the data summary table, and displaying the summary of the first set of filtered numeric values below the column label in the data summary table.

16. A computer system with improved efficiency when providing a filtered data summary table, comprising:

a processor unit; and

a computer-readable storage device storing instructions that, when executed by the processor unit, cause the processor unit to perform operations to;

create a graphical user interface of an application for summarizing data, the graphical user interface comprising;

a data summary table, wherein the data summary table is initially blank; and

a task pane separate from the data summary table, the task pane including a row zone, a column zone and a value zone;

receive a selection of a first non-numeric field from a list of fields;

receive a selection of a first filter option available to the first non-numeric field;

generate a first set of filtered values based on the first filter option;

receive an indication that the first non-numeric field is placed within the row zone;

in response to receiving the indication that the first non-numeric field is placed within the row zone, display the first set of filtered values as first row labels in the data summary table;

receive a selection of a second non-numeric field from the list of fields;

receive a selection of a second filter option available to the second non-numeric field;

generate a second set of filtered values based on the second filter option;

receive an indication that the second non-numeric field is placed within the column zone;

in response to the indication that the second non-numeric field is placed within the column zone, display the second set of filtered values as first column labels in the data summary table;

after generating and displaying the first and second sets of filtered values;

generate a first set of filtered numeric values from a numeric field based on the first and second sets of filtered values;

receive a selection of the numeric field for inclusion in the value zone; and

in response to receiving the selection of the numeric field for inclusion in the value zone, display a summary of the first set of filtered numeric values at an intersection of the first row labels and the first column labels in the data summary table.

17. The computer system of claim 16, wherein:

the task pane further includes a filter zone; and

the selection of each of the first filter option and the second filter option occurs within the filter zone.

18. The computer system of claim 16, wherein the instructions further cause the processor unit to perform operations comprising:

receive a selection of a third non-numeric field from the list of fields;

receive a selection of a third filter option available to the third non-numeric field;

generate a third set of filtered values based on the third filter option;

receive an indication that the third non-numeric field is placed within the row zone; and

in response to the indication that the third non-numeric field is placed within the row zone, display the third set of filtered values as second row labels in the data summary table.

19. The computer system of claim 18, wherein the instructions further cause the processor unit to perform operations comprising:

receive an indication that the third non-numeric field is dragged from the row zone and dropped in the column zone; and

in response to the indication that the third non-numeric field is dropped within the column zone, remove the display of the second row labels in the data summary table and add a display of the third set of filtered values as second column labels in the data summary table.

20. The computer system of claim 16, wherein the summary of the first set of filtered numeric values is generated from the first and second sets of filtered values, wherein the first and second sets of filtered values comprise a pre-filtered subset of the data to be summarized.