Computer-implemented system and method for report generation

• US 7,015,911 B2
• Filed: 03/31/2003
• Issued: 03/21/2006
• Est. Priority Date: 03/29/2002
• Status: Active Grant

• Current Assignee: SAS Institute Incorporated
• Original Assignee: SAS Institute Incorporated
• Inventors: Whitcher, Michael Stephen, Shaughnessy, Jeffrey Charles, Bailey, David Jonathan, Boteju, Damantha Hiran
• Primary Examiner(s): JANKUS, ALMIS R
• Application Number:
  US10/403,991
• Publication Number:
  US 20030212960A1
• Time in Patent Office: 1,086 Days
• Field of Search: 345/440
• US Class Current: 345/440
• CPC Class Codes: G06F 40/151 Transformation
• CPC Class Codes: G06F 40/174 Form filling; Merging

Abstract

A computer-implemented system and method for generating at least one report from a plurality of data sources. The system and method include a data source specification to indicate the data to be retrieved from the data sources so that the report may be generated based upon the extracted data. A view specification indicates how the data is to be visually represented within the report. A report rendering engine causes the data to be retrieved from the data sources in accordance with the data source specification, and creates in accordance with the view specification a visual representation of the report based upon the retrieved data.

Claims

1. A computer-implemented system for generating at least one report from a plurality of data sources, comprising:

a data source specification that indicates the data to be retrieved from the data sources so that a report may be generated based upon the retrieved data, wherein at least two of the data sources are heterogeneous data sources with respect to each other in that one of the data sources supplies its respective data as a data type different than the other data source;

a view specification that indicates how the data is to be visually represented within the report; and

a report rendering engine having data access to the data source specification and to the view specification, said report rendering engine causing the data to be retrieved from the data sources in accordance with the data source specification,

said report rendering engine creating in accordance with the view specification a visual representation of the report based upon the retrieved data.

2. The system of claim 1 wherein the view specification includes a plurality of visual representations within that report that are generated from data retrieved from two heterogeneous data sources.

3. The system of claim 2 wherein the view specification includes visual representations selected from the group consisting of graphs, charts, tabular data, and combinations thereof.

4. The system of claim 1 further comprising:

a data structure that contains the data source specification and the view specification.

5. The system of claim 4 wherein the data structure is in an eXtensible Markup Language (XML) format.

6. The system of claim 5 wherein the data structure comprises a report model based upon the data source specification and the view specification, said report model being target independent.

7. The system of claim 6 wherein the data structure includes XML tags to indicate data items for the data source specification, said data structure including XML tags to indicate data items for the view specification.

8. The system of claim 1 further comprising:

a styles scheme specification that indicates style information associated with the visual representation of the data within the report.

9. The system of claim 8 further comprising a data structure that contains the data source specification, the view specification, and the styles scheme specification, wherein the data structure is in an eXtensible Markup Language (XML) format, wherein the data structure includes XML tags to contain the data of the data source specification, the view specification, and the styles scheme specification.

10. The system of claim 9 wherein the data structure further comprises template specifications means selected from the group consisting of a table of contents template specifications means, PageHeaders template specification means, PageFooters template specification means, Background images and text template specification means, Overlay images and text template specification means.

11. The system of claim 9 wherein the data structure further comprises a template specification for conditionally rendering sections and elements of the report based on data values.

12. The system of claim 9 wherein the data structure further comprises a template specification for conditionally rendering elements of the document based on the device or target being rendered for.

13. The system of claim 9 wherein the data structure further comprises a template specification for actions to occur when a user clicks on elements in the generated report.

14. The system of claim 1 wherein the view specification indicates the visual representations for a plurality of reports to be generated based upon the retrieved data.

15. The system of claim 1 wherein at least one of the data sources is an OLAP data source.

16. The system of claim 15 wherein at least one of the data sources is a relational data source.

17. The system of claim 16 wherein at least one of the data sources is a software word processing application.

18. The system of claim 16 wherein at least one of the data sources is a software spreadsheet processing application.

19. The system of claim 1 wherein the data sources comprise at least two data sources selected from the group consisting of an OLAP data source, a relational data source, a 4GL (generation language) statistical analysis program data source, a software word processing application, and a software spreadsheet processing application.

20. The system of claim 1 further comprising:

an analytical processing program that generates analytics based upon at least a portion of the retrieved data, said view specification specifying the visual representation of the generated analytics within the report.

21. The system of claim 1 wherein a data change in at least one of the data sources causes an automatic update in the report based upon the data source specification and the view specification.

22. The system of claim 1 wherein said generated report is displayed on a computer-human interface.

23. The system of claim 1 wherein said generated report is printed as a hard copy.

24. The system of claim 1 wherein the data source specification indicates the data is to be retrieved based upon a model stored in a model repository.

25. The system of claim 1 wherein the data source specification indicates the data is to be retrieved based upon a model stored in means for storing models in a model repository.

26. The system of claim 1 wherein the data source specification includes model searching data for use in searching for a model stored in a model repository, wherein the model located from searching the model repository is used to generate data for the report.

27. The system of claim 26 wherein the model searching data includes data for searching model repository index structures.

28. The system of claim 26 wherein the model searching data includes data that is used as a basis for the model repository to select from a plurality of models stored in the model repository.

29. The system of claim 26 wherein the model searching data includes data that is used as a basis for the model repository to select from a plurality of models stored in the model repository, wherein selection of the model is based upon the model most recently generated from input data.

30. The system of claim 1 wherein the report rendering engine prompts the user so that the user may provide parameters to be used in generating the report.

31. The system of claim 1 wherein a style is applied to a part of the report based upon a data condition being satisfied.

32. The system of claim 1 wherein the view specification specifies what human language is to be used in rendering the report.

33. The system of claim 1 wherein the data specified in the data source specification is incorporated into the report based upon a preselected mode.

34. The system of claim 33 wherein the mode is a snapshot mode which indicates that embedded data is to be used in rendering the report.

35. The system of claim 34 wherein the mode is a regeneration mode, wherein the regeneration mode indicates that data specified in the data source specification is to be regenerated.

36. The system of claim 35 wherein switching occurs between the snapshot mode and the regeneration mode, wherein the report is rendered based upon the switched mode.

37. The system of claim 36 wherein a preselected policy specifies which mode is to be used in rendering the report.

38. The system of claim 37 wherein the preselected policy includes a static rendering policy.

39. The system of claim 37 wherein the preselected policy includes a live rendering policy.

40. The system of claim 37 wherein the preselected policy includes a fastest rendering policy.

41. The system of claim 37 wherein the preselected policy includes a freshest rendering policy.

42. The system of claim 36 wherein the data source specification contains the embedded data.

43. The system of claim 36 wherein the embedded data is locally stored.

44. The system of claim 36 wherein the data source specification specifies the mode to be used in rendering the report.

45. The system of claim 36 wherein the report has multiple sections, wherein a report section has an associated mode.

46. The system of claim 45 wherein modes are different for at least two different report sections.

47. The system of claim 36 wherein a user specifies the mode to which the data acquisition should be switched.

48. The system of claim 37 wherein a user specifies the switch to a different mode, wherein the report is rendered based upon the switched mode.

49. The system of claim 36 further comprising a computer program that specifies the mode to which data acquisition should be switched.

50. The system of claim 49 wherein the computer program specifies the switch to a different mode, wherein the report is rendered based upon the switched mode.

51. The system of claim 50 wherein the computer program specifies the mode based upon resources involved in regenerating data for the report.

52. The system of claim 50 wherein the computer program specifies the mode based upon configuration data.

53. The system of claim 50 wherein the computer program specifies the mode based upon category of the data that is to be generated for the report.

54. The system of claim 50 wherein the computer program switches mode based upon historical data involving previous regeneration situations involving the data that is to be generated for the report.

55. A computer-implemented method for generating at least one report from a plurality of data sources, comprising the steps of:

retrieving data from the data sources based upon a data source specification so that so that the report may be generated based upon the retrieved data,

wherein at least two of the data sources are heterogeneous data sources with respect to each other in that one of the data sources supplies its respective data as a data type different than the other data source;

determining visual representation characteristics of the data within the report based upon a view specification; and

creating in accordance with the view specification a visual representation of the report based upon the retrieved data.

56. A computer-implemented system for generating at least one report from a plurality of data sources, comprising the steps of:

means for retrieving data from the data sources based upon a data source specification so that so that the report may be generated based upon the retrieved data,

wherein at least two of the data sources are heterogeneous data sources with respect to each other in that one of the data sources supplies its respective data as a data type different than the other data source;

means for determining visual representation characteristics of the data within the report based upon a view specification; and

means for creating in accordance with the view specification a visual representation of the report based upon the retrieved data.

57. The system of claim 56 wherein the view specification includes a plurality of visual representations within that report that are generated from data retrieved from two heterogeneous data sources, said apparatus further comprising data structure means for containing the data source specification and the view specification.