Graphical user interface that simplifies user creation of custom calculations for data visualizations

Patent metadata

Field	Value
Publication number	US-10042533-B2
Application number	US-201514737380-A
Country	US
Kind code	B2
Filing date	Jun 11, 2015
Priority date	Sep 5, 2014
Publication date	Aug 7, 2018
Grant date	Aug 7, 2018

Abstract

A method generates a graphical representation of a data source using a graphical user interface. The user interface includes a schema information region and a data visualization region. The schema information region includes field names associated with data fields. The data visualization region includes shelf regions that determine characteristics of a visual graphic. Each shelf region is configured to receive user placement of field names. The user selects field names and places each field name in a respective shelf region. The user edits a first shelf region, creating a first calculated element in the first shelf region. The first calculated element does not match any of the field names in the schema information region. The method generates a visual graphic based on the content of the shelf regions, including the user-selected field names and the first calculated element, and displays the visual graphic in the data visualization region.

First claim

What is claimed is:

1. A method of generating a graphical representation of a data source, comprising:
at a computer having one or more processors and memory:
generating and displaying a graphical user interface on a computer display, wherein the graphical user interface includes a schema information region and a data visualization region, wherein the schema information region includes multiple field names, each field name associated with a data field from the data source, wherein the data visualization region includes a plurality of shelf regions that determine characteristics of a visual graphic displayed in the data visualization region, and wherein each shelf region is configured to receive user placement of one or more of the field names from the schema information region;
detecting a user selection of one or more of the field names and a user placement of each user-selected field name in a respective shelf region in the data visualization region;
receiving user input to initiate editing in a first shelf region, outside of any existing box in the first shelf region, thereby creating a new box, in the first shelf region, containing a first calculated element, which is an expression that includes a plurality of field names, including a first field name, wherein the expression does not match any of the field names in the schema information region;
receiving a dragging operation that drops an object on top of the first field name within the new box, thereby modifying the first calculated element; and
generating a visual graphic in accordance with the data source and content of respective shelf regions, including user-selected field names and the first calculated element, and displaying the visual graphic in the data visualization region.

2. The method of claim 1 , wherein the plurality of shelf regions includes a row shelf region and a column shelf region, wherein the visual graphic includes visual marks corresponding to retrieved tuples from the data source, wherein vertical and horizontal placement of the visual marks are respectively based on items in the row shelf region and column shelf region respectively, and wherein each item of the items comprises a user-selected field name or the first calculated element.

3. The method of claim 2 , wherein the items in the row shelf region include the first calculated element.

4. The method of claim 1 , wherein each shelf region includes zero or more items, each item comprising a field name or the first calculated element, and wherein each respective item is displayed within a respective unique box in a respective shelf region.

5. The method of claim 1 , including detecting second user input to edit the first shelf region, resulting in a second calculated element in the first shelf region, wherein detecting the second user input to edit the first shelf region comprises:
receiving typing input in a first box in the first shelf region, thereby converting content of the first box from a second field name to a formula for the second calculated element.

6. The method of claim 5 , wherein the typing input is concatenated with the second field name already in the first box, so that the formula includes the second field name.

7. The method of claim 1 , wherein receiving user input to initiate editing in the first shelf region comprises:
receiving textual user input in the new box, thereby creating the first calculated element.

8. The method of claim 7 , wherein the textual user input is received by one or more means selected from the group consisting of: typing into the new box, pasting of text into the new box, dragging a field from the schema information region into the new box, dragging of text from another user interface object into the new box, and dragging of a non-textual user interface object into the new box.

9. The method of claim 8 , wherein dragging a non-textual user interface object into the new box modifies existing content of the new box by concatenating the existing content with a string corresponding to a formula for the non-textual user interface object.

10. The method of claim 1 , further comprising:
in response to receiving the dragging operation, modifying the existing content of the new box by replacing the first field name with an expression corresponding to the dragging operation.

11. The method of claim 1 , including detecting second user input to edit the first shelf region, resulting in a second calculated element in the first shelf region, wherein the first shelf region includes a first box, and wherein detecting the second user input to edit the first shelf region comprises:
receiving user input to open a calculation edit window corresponding to the first box;
receiving textual user input into the opened calculation edit window, wherein the textual input becomes a formula for the second calculated element; and
receiving user input to apply the formula for the second calculated element.

12. The method of claim 11 , wherein the textual user input is received by one or more means selected from the group consisting of: typing into the calculation edit window, pasting of text into the calculation edit window, dragging a field from the schema information region into the calculation edit window, dragging of text from another user interface object into the calculation edit window, and dragging of a non-textual user interface object into the calculation edit window.

13. The method of claim 11 , further comprising:
receiving user input to select a portion of text in the calculation edit window;
receiving user input to paste the selected portion of text into a second shelf region distinct from the first shelf region, thereby creating a second box in the second shelf region, wherein a formula for the second box is the selected portion of text; and
generating an updated visual graphic in accordance with the data source and content of respective shelf regions, including user-selected field names, the first calculated element, and the second calculated element, and displaying the updated visual graphic in the data visualization region.

14. The method of claim 11 , wherein receiving user input to open the calculation edit window corresponding to the first box comprises receiving user input to activate an editor icon corresponding to the first box.

15. The method of claim 1 , further comprising:
receiving user input to copy the first calculated element to the schema information region; and
in response to the user input to copy the first calculated element:
creating a new field name in the schema information region whose calculation formula corresponds to the first calculated element; and
updating the first calculated element in the first shelf region to refer to the new field name.

16. The method of claim 1 , further comprising:
receiving subsequent user input to edit the first calculated element, thereby creating a second calculated element that replaces the first calculated element; and
generating an updated visual graphic in accordance with the data source and content of respective shelf regions, including user-selected field names and the second calculated element, and displaying the updated visual graphic in the data visualization region.

17. A client device, comprising:
one or more processors;
memory; and
one or more programs stored in the memory and configured for execution by the one or more processors, the one or more programs comprising instructions for:
generating and displaying a graphical user interface on a computer display, wherein the graphical user interface includes a schema informa

Assignees

• Tableau Software Inc

Inventors

• Kim Jun
• Stolte Christopher Richard
• Mackinlay Jock Douglas
• Stewart Robin
• Beran Bora
• Talbot Justin
• Wildenradt Clark

Classifications

• G06Q40/00

  Finance; Insurance; Tax strategies; Processing of corporate or income taxes · CPC title

• G06Q30/00 Primary

  Commerce · CPC title

• G06F16/904

  Browsing; Visualisation therefor (for navigating the web G06F16/954; browsing optimisation for the web G06F16/957) · CPC title

• G06F3/04842

  Selection of displayed objects or displayed text elements (G06F3/0482 takes precedence) · CPC title

• G06F16/9038

  Presentation of query results · CPC title