Repeated inheritance of heterogeneous business metrics

• US 20070143174A1
• Filed: 12/21/2005
• Published: 06/21/2007
• Est. Priority Date: 12/21/2005
• Status: Abandoned Application

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Hulen, Corey, Lim, Chen-I, Tien, Ian
• Application Number:
  US11/313,327
• Publication Number:
  US 20070143174A1
• Time in Patent Office: Days
• US Class Current: 705/11
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 10/063 Operations research, analysis or management
• CPC Class Codes: G06Q 10/0639 Performance analysis of employees; Performance analysis of enterprise or organisation operations
• CPC Class Codes: G06Q 10/06393 Score-carding, benchmarking or key performance indicator [KPI] analysis

Abstract

An approach and a data structure for inheriting reporting metrics in a business logic system are provided. A scorecard structure includes a top level metric (scorecard) that receives aggregated scores from hierarchically structured lower level measures such as KPI'"'"'s and objectives. Each KPI may be assigned target values and each target a status indicator. Upon selecting elements of the scorecard such as measures, targets, data sources, and the like, data associated with the elements including content and property information is retrieved. Elements are ordered according to the scorecard hierarchy and scored based on the order.

Claims

1. A computer-implemented method for inheriting business reporting metrics, comprising:

selecting measures from reporting metrics;

ordering the selected measures;

retrieving data associated with each selected measure; and

dynamically scoring a new reporting metrics based on the ordered measures.

2. The computer-implemented method of claim 1, further comprising determining a hierarchy of the reporting metrics.

3. The computer-implemented method of claim 1, wherein the data associated with each selected measure includes at least one of:

content and property information associated with the selected measures.

4. The computer-implemented method of claim 3, wherein the property information designates the content as one of:

a number, a string, and a graphic symbol.

5. The computer-implemented method of claim 3, further comprising modifying the property information in response to a subscriber input.

6. The computer-implemented method of claim 1, further comprising determining a status indicator scheme for the new reporting metrics based on a first status indicator for the reporting metrics.

7. The computer-implemented method of claim 1, further comprising determining a status indicator scheme for the new reporting metrics based on a majority of status indicators for the reporting metrics.

8. The computer-implemented method of claim 1, wherein at least one of a page filter, a column header, a row header, and a roll-up is used in scoring the new reporting metrics.

9. The computer-implemented method of claim 1, further comprising modifying source data for at least one measure in response to a subscriber input when scoring the new reporting metrics.

10. The computer-implemented method of claim 1, further comprising modifying at least one of a column header, a row header, and a roll-up in response to a subscriber input when ordering the selected measures.

11. The computer-implemented method of claim 1, wherein the measures includes at least one of:

a Key Performance Indicator (KPI), a KPI group, and an objective.

12. The computer-implemented method of claim 1, further comprising providing the new reporting metrics to at least one of:

an electronic mail application, an alerting application, a presentation application, and an analysis application.

13. A computer-readable medium having stored thereon a data structure for inheriting reporting metrics in a business logic system, the data structure comprising:

a first metric stored in a first region of a range of memory addresses in the medium;

second metrics stored in a second region of the range of memory addresses in the medium, wherein a portion of the second metrics report to the first metric based on a predetermined roll-up relationship; and

third metrics stored in a third region of the range of memory addresses in the medium, wherein a first portion of the third metrics report to one of the second metrics based on the predetermined roll-up relationship, and wherein a second portion of the third metrics report to the first metric based on the predetermined roll-up relationship.

14. The computer-readable medium of claim 13, the data structure further comprising:

target values stored in a fourth region of the range of memory addresses in the medium, wherein a portion of the target values report one of the third metrics; and

status indicators stored in a fifth region of the range of memory addresses in the medium, wherein each status indicator reports to one of the target values.

15. The computer-readable medium of claim 14, wherein the first metric includes a scorecard, the second metrics includes objectives, and the third metrics includes KPI'"'"'s.

16. The computer-readable medium of claim 14, wherein the data structure is used to determine a score for each of a selected portion of the third metrics based on a comparison of actual values for each of the third metrics and associated target values.

17. The computer-readable medium of claim 16, wherein the data structure is used to determine a score for each of a selected portion of the second metrics based on a weighted aggregation of scores of the third metrics reporting to each of the selected portion of the second metrics.

18. The computer-readable medium of claim 17, wherein the data structure is used to determine a score for the first metric based on score of selected second and third metrics.

19. A system for inheriting business reporting metrics, the system comprising:

a score-calculation engine configured to;

select measures from reporting metrics;

order the selected measures;

retrieve data associated with each selected measure; and

dynamically score a new reporting metrics based on the ordered measures; and

a user interface configured to;

present available reporting metrics and measures for selection; and

display a scorecard presentation for the new reporting metrics.

20. The system of claim 19, further comprising a database configured to store content data and property information associated with the reporting metrics, the measures, and a roll-up relationship associated with each of the reporting metrics.