Key performance indicator system and method

• US 7,822,662 B2
• Filed: 03/29/2004
• Issued: 10/26/2010
• Est. Priority Date: 03/29/2004
• Status: Active Grant

• Current Assignee: Microsoft Technology Licensing LLC (Microsoft Corporation)
• Original Assignee: Microsoft Corporation
• Inventors: Bezic, Marin, Guzik, Grzegorz, Netz, Amir
• Primary Examiner(s): Colbert; Ella
• Assistant Examiner(s): Anderson; John A
• Application Number:
  US10/811,654
• Publication Number:
  US 20050216831A1
• Time in Patent Office: 2,402 Days
• Field of Search: 705/35, 705/37
• US Class Current: 705/35
• CPC Class Codes: G06Q 10/06 Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
• CPC Class Codes: G06Q 40/00 Finance; Insurance; Tax strategies; Processing of corporate or income taxes
• CPC Class Codes: G06Q 40/04 Trading; Exchange, e.g. stocks, commodities, derivatives or currency exchange

Abstract

The present invention relates to a system and methodology associated with providing a flexible unified view of key performance indicators (KPIs). Retrieving KPI values from a store is not always trivial and may require submitting multiple queries to in order to obtain desired results. The present system and method makes it easier for front-end applications to access and display KPIs in an easily customizable form. Furthermore, third parties can leverage off the provided architecture in connection with their own applications to facilitate quick and easy access to a single view of performance indicators.

Claims

1. A key performance indicator (KPI) system implemented by computer, having a processor, comprising:

a client device user interface component;

a processor component that receives KPI identification information from the interface component for one or more KPIs and generates a KPI document, wherein the KPI document identifies the one or more KPIs to be retrieved based upon the KPI identification information received from the interface component and information identifying how to retrieve each of the one or more KPIs, the KPI document including text and graphical display parameters for each of the one or more KPIs and which correspond to a value, a goal, a status, a trend and a weight for each of the one or more KPIs; and

a query component that employs the KPI document to retrieve KPI information from one or more data stores, generate a result document, and transfer the result document back to the interface component, the result document specifying presentation data regarding KPI graphics and values to be used by the user interface component in displaying the corresponding value, goal, status, trend and weight for each of the one or more KPIs in a user interface,

the user interface component using the result document to generate a user interface display, that separately displays each of the one or more KPIs along with a simultaneous representation of the text and graphical display parameters, including at least the value, the goal, the status, the trend and the weight of each of the corresponding one or more KPIs,

wherein the processor component, query component and user interface component are executed by processor.

2. The system of claim 1, wherein the KPI document comprises database name, connection string, and KPI name for each KPI.

3. The system of claim 1, wherein the KPI retrieval Information includes a filter component specifying a subset of data to be utilized to generate a KPI metric.

4. The system of claim 1, wherein the KPI document is encoded as an XML document.

5. The system of claim 1, wherein the result document includes KPI values and information regarding KPI graphics.

6. The system of claim 5, wherein the result document is an XML document.

7. The system of claim 1, wherein the processor component is executed by a computer or server remotely located from the client device.

8. The system of claim 7, wherein the client device is one of a mobile phone and a personal digital assistant.

9. The system of claim 1, wherein the data store is a relational database.

10. The system of claim 1, wherein the data store is a multidimensional OLAP database.

11. A method implemented by a computer having a processor for retrieving key performance indicators (KPIs) comprising:

The computer receiving data from a client device specifying KPIs of interest;

The computer generating a KPI document from the received data, wherein the KPI document defines for each KPI;

a KPI name, one or more query expressions for retrieving the KPI, a database to query, and display definition for the KPI, the display definition including text and graphical display parameters which correspond to a value, a goal, a status, a trend and a weight for the KPI;

The computer querying one or more data stores utilizing data provided in the KPI document; and

the computer generating a result document from the query results, the results document specifying presentation data regarding KPI graphics and values to be used by a user interface component in displaying the corresponding value, goal, status, trend and weight for each of the KPIs of interest,

the user interface component using the result document to generate a user interface display that separately displays each of the one or more of the KPIs of interest along with a simultaneous representation of the text and graphical display parameters, including at least the value, the goal, the status, the trend and the weight of each of the corresponding displayed one or more KPIs.

12. The method of claim 11, further comprising retrieving query expressions from a data store and utilizing the query expressions to query the data store for one or more KPIs.

13. The method of claim 11, wherein the KPI document comprises a list of KPIs in an XML format.

14. The method of claim 11, wherein the KPI document comprises data concerning data store connections and KPI retrieval information.

15. The method of claim 11, wherein the KPI document is generated by a component remote from the client device.

16. The method of claim 15, wherein the component that generates the KPI component is executed by a server.

17. The method of claim 11, wherein the result document comprises KPI values specified in an XML format.

18. The method of claim 11, further comprising transferring the result document to the client device.

19. The method of claim 11, wherein the status of at least one KPI is represented as a gauge on which hands on the gauge move relative to markers on the gauge.

20. The method of claim 11, wherein the status of at least one KPI is represented as a status bar.

21. The method of claim 11, wherein the status of at least one KPI is represented as a stop light on which green signifies that the goal has been accomplished, and on which yellow and red signify that the goal has not been accomplished.

22. The method of claim 11, wherein the user interface component displays rows and columns in which each of the one or more KPIs of interest correspond with at least one row, and in which the simultaneous representation of the text and graphical display parameters comprise a plurality of columns corresponding to the value, the goal, the status, the trend and the weight.

23. The method of claim 11, wherein the KPI document includes a plurality of entries including at least one folder entry comprising a caption naming the folder, and at least one KPI entry corresponding to the folder and including the KPI name, and wherein the result document includes a plurality of entries including at least entries corresponding to the folder entry and the KPI entry.

24. The method of claim 23, wherein the user interface component displays rows and columns in which a first row corresponds the folder entry, the first row displaying the caption, and in which a second row corresponds to the KPI entry, the second row immediately below the first row and displaying the KPI name along with the simultaneous representation of the text and graphical display parameters as a plurality of columns corresponding to the value, the goal, the status, the trend and the weight.

25. A computer readable storage medium having stored thereon computer executable instructions which, when executed by a processor of a computing system, implement a method comprising:

receiving data from a client device specifying KPIs of interest;

generating a KPI document from the received data, wherein the KPI document defines for each KPI;

a KPI name, one or more query expressions for retrieving the KPI, a database to query, and display definition for the KPI, the display definition including text and graphical display parameters which correspond to a value, a goal, a status, a trend and a weight for the KPI;

querying one or more data stores utilizing data provided in the KPI document;

and generating a result document from the query results, the results document specifying presentation data regarding KPI graphics and values to be used by a user interface component in displaying the corresponding value, goal, status, trend and weight for each of the KPIs of interest,

the user interface component using the result document to generate a user interface display that separately displays each of the one or more of the KPIs of interest along with a simultaneous representation of the text and graphical display parameters, including at least the value, the goal, the status, the trend and the weight of each of the corresponding displayed one or more KPIs.