Method and system for two-dimensional charting using live queries

Patent metadata

Field	Value
Publication number	US-10235685-B2
Application number	US-201615223673-A
Country	US
Kind code	B2
Filing date	Jul 29, 2016
Priority date	Jul 29, 2016
Publication date	Mar 19, 2019
Grant date	Mar 19, 2019

Abstract

A first request is received at a server for a view of a chart graph from a client device over a network. The first request includes a first view identifier (ID) identifying a first of the views and a first filtering parameter for filtering data to be associated with the first view. A second request is transmitted to a CRM system over a network to retrieve live data associated with one or more chart elements of the first view. The second request includes information identifying the first filtering parameter such that only live data satisfying the first filtering parameter is retrieved from the CRM system. In response to the live data received from the remote CRM system, the live data is transmitted to the client device, wherein the client device renders a chart graph based on the live data and displays the chart graph at the client device.

First claim

What is claimed is:

1. A computer-implemented method, comprising:
receiving, at a server, a first request for a view of a chart graph from a client device over a network, the first request including a first view identifier (ID) identifying a first of a plurality of views and a first filtering parameter for filtering data to be associated with the requested first view;
transmitting a second request to a remote customer relationship management (CRM) system over a network to retrieve live data associated a plurality of chart elements of the first view, the remote CRM system providing CRM services to the client device, wherein the second request includes information identifying the first filtering parameter such that only live data satisfying the first filtering parameter is retrieved from the remote CRM system, wherein transmitting the second request to the remote CRM over the network to retrieve the live data includes
for each of the plurality of chart elements of the first view, identifying a chart element handler from a plurality of chart element handlers based on a type of the chart element, and
invoking each identified chart element handler to communicate concurrently with the remote CRM system over the network to retrieve corresponding live data in parallel; and

in response to the live data received from the remote CRM system, transmitting the live data to the client device, wherein the client device renders a chart graph based on the live data and displays the chart graph at the client device.

2. The method of claim 1 , wherein data stored in the remote CRM system is constantly updated by a plurality of users as clients associated with the remote CRM system due to day-to-day operations of enterprise entities.

3. The method of claim 1 , further comprising, in response to the first request, identifying first view metadata based on the first view identifier from a view metadata store, wherein the view metadata store stores a plurality of view metadata for the plurality of views, each view metadata describing one or more chart elements.

4. The method of claim 3 , wherein the second request includes information identifying the one or more chart elements associated with the first view.

5. The method of claim 1 , wherein transmitting the live data to the client device comprises:
constructing one or more JavaScript object notation (JSON) objects containing the live data; and
transmitting the one or more JSON objects to the client device, and wherein the client renders the chart graph based on the JSON objects.

6. The method of claim 1 , each of the plurality of views of the chart graph describes a layout of the chart graph, including one or more of a size, an orientation, colors, locations, or an arrangement of the plurality of chart elements.

7. The method of claim 6 , wherein each of the plurality of views is associated with metadata describing chart elements in that view, wherein the metadata is configurable via a configuration interface.

8. A non-transitory machine-readable medium having instructions stored therein, which when executed by a processor, cause the processor to perform operations, the operations comprising:
receiving, at a server, a first request for a view of a chart graph from a client device over a network, the first request including a first view identifier (ID) identifying a first of a plurality of views and a first filtering parameter for filtering data to be associated with the requested first view;
transmitting a second request to a remote customer relationship management (CRM) system over a network to retrieve live data associated with a plurality of chart elements of the first view, the remote CRM system providing CRM services to the client device, wherein the second quest includes information identifying the first filtering parameter such that only live data satisfying the first filtering parameter is retrieved from the remote CRM system, wherein transmitting the second request to the remote CRM over the network to retrieve the live data includes
for each of the plurality of chart elements of the first view, identifying a chart element handler from a plurality of chart element handlers based on a type of the chart element, and
invoking each identified chart element handler to communicate concurrently with the remote CRM system over the network to retrieve corresponding live data in parallel; and

in response to the live data received from the remote CRM system, transmitting the live data to the client device, wherein the client device renders a chart graph based on the live data and displays the chart graph at the client device.

9. The machine-readable medium of claim 8 , wherein data stored in the remote CRM system is constantly updated by a plurality of users as clients associated with the remote CRM system due to day-to-day operations of enterprise entities.

10. The machine-readable medium of claim 8 , wherein the operations further comprise, in response to the first request, identifying first view metadata based on the first view identifier from a view metadata store, wherein the view metadata store stores a plurality of view metadata for the plurality of views, each view metadata describing one or more chart elements.

11. The machine-readable medium of claim 10 , wherein the second request includes information identifying the one or more chart elements associated with the first view.

12. The machine-readable medium of claim 8 , wherein transmitting the live data to the client device comprises:
constructing one or more JavaScript object notation (JSON) objects containing the live data; and
transmitting the one or more JSON objects to the client device, and wherein the client renders the chart graph based on the JSON objects.

13. The machine-readable medium of claim 8 , each of the plurality of views of the chart graph describes a layout of the chart graph, including one or more of a size, an orientation, colors, locations, or an arrangement of the plurality of chart elements.

14. The machine-readable medium of claim 13 , wherein each of the plurality of views is associated with metadata describing chart elements in that view, wherein the metadata is configurable via a configuration interface.

15. A data processing system, comprising:
a processor; and
a memory coupled to the processor to store instructions, which when executed by the processor, cause the processor to perform operations, the operations including
receiving, at a server, a first request for a view of a chart graph from a client device over a network, the first request including a first view identifier (ID) identifying a first of a plurality of views and a first filtering parameter for filtering data to be associated with the requested first view,

transmitting a second request to a remote customer relationship management (CRM) system over a network to retrieve live data associated with a plurality of chart elements of the first view, the remote CRM system providing CRM services to the client device, wherein the second request includes information identifying the first filtering parameter such that only live data satisfying the first filtering parameter is retrieved from the remote CRM system, wherein transmitting the second request to the remote CRM over the network to retrieve the live data includes
for each of the plurality of chart elements of the first view, identifying a chart element handler from a plurality of chart element handlers based on a type of the chart element, and
invoking each identified chart element handler to communicate concurrently with the remote CRM system over the network to retrieve corres

Assignees

• Clari Inc

Inventors

• Sun Mark Shuai
• King Matthew

Classifications

• G06T11/26

  Drawing of charts or graphs · CPC title

• G06T11/10

  Texturing; Colouring; Generation of textures or colours (retouching, inpainting or scratch removal G06T5/77) · CPC title

• G06T11/001

  Physics · mapped topic

• G06T11/206

  Physics · mapped topic

• G06Q30/0201 Primary

  Market modelling; Market analysis; Collecting market data · CPC title