Display of dynamic contextual pivot grid analytics

• US 10,331,899 B2
• Filed: 07/22/2016
• Issued: 06/25/2019
• Est. Priority Date: 10/24/2015
• Status: Active Grant

• Current Assignee: Oracle International Corporation (Oracle Corporation)
• Original Assignee: Oracle International Corporation (Oracle Corporation)
• Inventors: Pattabhiraman, Balaji, Mahashabde, Rahul, Gupta, Virad, Narayanan, Deepankar, Edalur, Raghu, Gurubaran, Sai Jai Ganesh
• Primary Examiner(s): Gofman, Alex
• Application Number:
  US15/217,847
• Publication Number:
  US 20170116202A1
• Time in Patent Office: 1,068 Days
• Field of Search: None
• CPC Class Codes: G06F 16/25 Integrating or interfacing systems involving database management systems
• CPC Class Codes: G06F 16/252 between a Database Management System and a front-end application
• CPC Class Codes: G06F 16/26 Visual data mining; Browsing structured data
• CPC Class Codes: G06F 21/62 Protecting access to data via a platform, e.g. using keys or access control rules
• CPC Class Codes: G06F 21/6227 where protection concerns the structure of data, e.g. records, types, queries
• CPC Class Codes: G06F 40/186 Templates
• CPC Class Codes: G06Q 10/10 Office automation; Time management
• CPC Class Codes: H04L 63/102 Entity profiles

Abstract

A system and method for facilitating end-user creation and use of an analytic report that is derived from or based on an analytic report template. The example method includes displaying a User Interface (UI) display screen that incorporates page data derived from a database; providing, in the UI display screen, one or more user options to select an analytic report associated with the UI display screen; generating an analytic report corresponding to the selection, in part by employing a portion of the page data to automatically generate one or more queries in accordance with configuration information specified in the analytic report, the one or more queries configured to selectively retrieve the analytic report data from the database in accordance with the configuration information; and using the one or more queries to populate one or more features of the analytic report with the report data derived from the database, yielding a populated analytic report in response thereto, which is then displayed.

Claims

1. A method for using a configurable analytic report, the method comprising:

displaying a user interface display screen that illustrates page data derived from a database, wherein the user interface is an application page;

creating, by an administrator, one or more analytic templates, wherein the administrator associates the analytic templates to the application page, wherein a given end user is a subordinate to a manager and page data that is displayed on the user interface display screen for viewing by the given end user includes data that the manager does not have access to, based on user roles of the given end user and manager;

providing, in the user interface display screen based on user roles, one or more user interface controls enabling user selection of an analytic report type of one or more analytic report types associated with the user interface display screen and one of the analytic templates, and providing a signal in response to user selection of the one or more user interface controls, the signal indicating a selected analytic report, wherein the one or more analytic report types depend on page context information and correspond to one or more respective analytic templates;

providing, based on user roles, one or more user interface controls for enabling user configuration of the analytic report, wherein the user configuration comprises;

configuration information that specifies one or more user-selected fields for the analytic report, a given security setting specifying which of one or more database queries of the analytic template will retrieve data in accordance with a given user role, another security setting specifying which of one or more database queries of the analytic template will retrieve data in accordance with another user role and instructions for collecting context information to control user accessibility to a selected analytic template of the one or more analytic templates, wherein at least one of the instructions for collecting context information to control user accessibility to the selected analytic template comprises at least one database query employable to generate an analytic report; and

generating an analytic report, in response to the signal indicating a selected analytic report by the given end user, wherein generating further includes;

employing a selected analytic report type and the selected analytic template to generate a configurable analytic report, wherein the selected analytic template specifies a predetermined visualization for the configurable analytic report;

employing a portion of the page data to automatically generate one or more queries in accordance with configuration information specified in the analytic report, the one or more queries configured to selectively retrieve analytic report data from the database in accordance with the configuration information; and

using the one or more queries to populate one or more features of the configurable analytic report with the analytic report data derived from the database, yielding a populated analytic report in response thereto;

displaying the populated configurable analytic report, resulting in an activated analytic report; and

providing, based on user roles, one or more user interface controls that provide a user option for associating the configurable analytic report with the application page, wherein the report is accessible from the application page.

2. The method of claim 1, wherein the page data derived from the database includes data pertaining to an enterprise application transaction, and wherein the user interface display screen represents an enterprise application page associated with the enterprise application transaction.

3. The method of claim 1, wherein the context information further includes one or more portions of the page data.

4. The method of claim 3, further including employing computer code associated with the analytic report corresponding to the configuration information in the analytic template to determine which set of report data should accessible to each user via the analytic report, based on user role information and one or more rules specified by the computer code, the computer code facilitating implementation of the security policy.

5. The method of claim 4, wherein the computer code is customizable responsive to user interaction with an analytic report editor usable to configure the analytic report.

6. The method of claim 1, wherein the one or more features of the analytic report include a pivot grid, and wherein the analytic report further includes a first user interface control to initiate a software action related to the analytic report data, and wherein the software action includes displaying supplier information when the analytic report represents an enterprise expense report, and wherein the analytic report data includes current data in the database at a time of execution of the one or more queries, the database representing a running networked multitenant database, and wherein the one or more queries include one or more composite Structured Query Language (SQL) queries, the one or more SQL queries automatically generated by an analytic report engine based on configuration information associated with the analytic report, and automatically executed by a query interface running on an application server and in communication with the database, and wherein the analytic report further includes a user interface control enabling pinning of the analytic report to a landing page, resulting in a pinned analytic report, and wherein the method further includes displaying a representation of the pinned analytic report in the landing page via one or more user interface tiles of the landing page.

7. The method of claim 1, further comprising generating a given analytic template based on the configurable analytic report, wherein the given analytic template is saved and associated with an application page for reuse to create another analytic report, such that the given analytic template is accessible from an analytic report in an application page to which the given analytic template has been published.

8. The method of claim 1, wherein the context information includes data available in one or more fields of the user interface display screen and data retrieved from one or more user entries responsive to one or more user prompts, such that the one or more user prompts are displayed during configuration of the selected analytic report template.

9. The method of claim 1, wherein the configurable analytic is a given configurable analytic report generated for a given user with a given user role, the method further comprising:

generating another configurable analytic report by employing the analytic template for another user with another user role, wherein the given configurable analytic report and the other configurable analytic report have different information.

10. A non-transitory processor-readable storage device including instructions executable by a digital processor, the processor-readable storage device including one or more instructions for:

displaying a user interface display screen that illustrates page data derived from a database, wherein the user interface is an application page;

creating, by an administrator, one or more analytic templates, wherein the administrator associates the analytic templates to the application page, wherein a given end user is a subordinate to a manager and page data that is displayed on the user interface display screen for viewing by the given end user includes data that the manager does not have access to, based on user roles of the given end user and manager;

providing, in the user interface display screen based on user roles, one or more user interface controls enabling user selection of an analytic report type of one or more analytic report types associated with the user interface display screen and one of the analytic templates, and providing a signal in response to user selection of the one or more user interface controls, the signal indicating a selected analytic report, wherein the one or more analytic report types depend on page context information and correspond to one or more respective analytic templates;

providing, based on user roles, one or more user interface controls for enabling user configuration of the analytic report, wherein the user configuration comprises;

configuration information that specifies one or more user-selected fields for the analytic report, a given security setting specifying which of one or more database queries of the analytic template will retrieve data in accordance with a given user role, another security setting specifying which of one or more database queries of the analytic template will retrieve data in accordance with another user role and instructions for collecting context information to control user accessibility to a selected analytic template of the one or more analytic templates, wherein at least one of the instructions for collecting context information to control user accessibility to the selected analytic template comprises at least one database query employable to generate an analytic report; and

generating an analytic report, in response to the signal indicating a selected analytic report by the given end user, wherein generating further includes;

employing a selected analytic report type and the selected analytic template to generate a configurable analytic report, wherein the selected analytic template specifies a predetermined visualization for the configurable analytic report;

employing a portion of the page data to automatically generate one or more queries in accordance with configuration information specified in the analytic report, the one or more queries configured to selectively retrieve analytic report data from the database in accordance with the configuration information; and

using the one or more queries to populate one or more features of the configurable analytic report with the analytic report data derived from the database, yielding a populated analytic report in response thereto;

displaying the populated configurable analytic report, resulting in an activated analytic report; and

providing, based on user roles, one or more user interface controls that provide a user option for associating the configurable analytic report with the application page, wherein the report is accessible from the application page.

11. The non-transitory processor-readable storage device of claim 10, wherein the page data derived from the database includes data pertaining to an enterprise application transaction, and wherein the user interface display screen represents an enterprise application page associated with the enterprise application transaction.

12. The non-transitory processor-readable storage device of claim 11, further including using context information to determine the one or more user interface controls to display in the enterprise application page, the context information including user role information.

13. The non-transitory processor-readable storage device of claim 12, further including obtaining the analytic report data from the database in accordance with the context information, and further in accordance with one or more fields of the analytic report.

14. The non-transitory processor-readable storage device of claim 13, further including incorporating the context information into the one or more queries to determine which analytic report data to retrieve from the database in accordance with a security policy associated with the analytic report.

15. The non-transitory processor-readable storage device of claim 13, wherein the context information further includes one or more portions of the page data.

16. The non-transitory processor-readable storage device of claim 15, further including employing computer code associated with the analytic report to determine which set of analytic report data should accessible to each user via the analytic report, based on user role information and one or more rules specified by the computer code, the computer code facilitating implementation of the security policy.

17. The non-transitory processor-readable storage device of claim 16, wherein the computer code is customizable responsive to user interaction with an analytic report editor usable to configure the analytic report.

18. The non-transitory processor-readable storage device of claim 10, wherein the one or more features of the analytic report include a pivot grid, and wherein the analytic report further includes a first user interface control to initiate a software action related to the analytic report data, and wherein the software action includes displaying supplier information when the analytic report represents an enterprise expense report, and wherein the analytic report data includes current data in the database at a time of execution of the one or more queries, the database representing a running networked multitenant database, and wherein the one or more queries include one or more composite Structured Query Language (SQL) queries, the one or more SQL queries automatically generated by an analytic report engine based on configuration information associated with the analytic report, and automatically executed by a query interface.