Methods and user interfaces for visually analyzing data visualizations with row-level calculations

Patent metadata

Field	Value
Publication number	US-11720636-B2
Application number	US-202117341356-A
Country	US
Kind code	B2
Filing date	Jun 7, 2021
Priority date	Nov 5, 2019
Publication date	Aug 8, 2023
Grant date	Aug 8, 2023

Abstract

A user selects a data source, and a computer displays a data visualization in a data visualization user interface according to the data source. The data visualization includes visual data marks representing data from the data source. The user selects a subset of the visual data marks. In response, the computer displays a view data window having a summary of the selected data marks. The computer obtains a data model encoding the data source as a tree of logical tables. The computer identifies aggregate measures corresponding to the selected data marks, where each aggregate measure is aggregated from logical tables of the data model. The computer displays each aggregate measure in the view data window. The computer also displays, in the view data window, one or more level of detail calculations referenced in the selected subset of visual data marks.

First claim

What is claimed is:

1. A method of visually analyzing row-level calculations for data visualizations, comprising:
at a computer having a display, one or more processors, and memory storing one or more programs configured for execution by the one or more processors:
receiving user selection of a data source;
displaying a data visualization in a data visualization user interface, wherein the data visualization comprises a plurality of visual data marks representing data from the data source;
detecting a first user input to select a subset of the visual data marks;
in response to detecting the first user input:
displaying a view data window including a summary of the selected subset of visual data marks in a summary tab of the view data window;
obtaining a data model encoding the data source as a tree of logical tables;
determining, based on the data model, a plurality of data fields used in a row-level calculation referenced in the selected subset of visual marks;
selecting, from one or more logical tables of the data model, (i) a plurality of rows of data that are used in the selected visual marks, (ii) a plurality of columns that correspond to the plurality of fields used in the row-level calculation, (iii) a column that corresponds to a dimension data field that is represented by the selected visual marks and (iv) a column that represents the row-level calculation; and
displaying, in the view data window distinct from the summary tab, information relevant to the row-level calculation, including:
(i) the plurality of rows of data used in the selected visual marks;
(ii) the plurality of columns that correspond to the plurality of fields used in the row-level calculation;
(iii) the column that corresponds to the dimension data field that is represented by the selected visual marks; and
(iv) the column that represents the row-level calculation;

without displaying additional columns from the one or more logical tables.

2. The method of claim 1 , wherein each logical table has its own physical representation and includes a respective set of one or more logical fields, each logical field corresponding to either a data field or a calculation that spans one or more logical tables, wherein each edge of the tree connects two logical tables that are related, and each data field is either a measure or a dimension.

3. The method of claim 1 , wherein one or more data fields of the plurality of fields used in the row-level calculation are selected from two or more logical tables of the data model.

4. The method of claim 3 , wherein the two or more logical tables of the data model have different levels of detail.

5. The method of claim 1 , including:
determining, based on the data model, one or more measures used in the row-level calculation;
displaying each measure of the one or more measures as a separate tab in the view data window.

6. The method of claim 5 , wherein the one or more measures are aggregate measures aggregated from a plurality of logical tables of the data model.

7. The method of claim 1 , wherein the information relevant to the row-level calculation is displayed in in a separate tab.

8. A computer system for visually analyzing multi row row-level calculations for data visualizations, comprising:
a display;
one or more processors; and
memory storing one or more programs configured for execution by the one or more processors, the one or more programs comprising instructions for:
receiving user selection of a data source;
displaying a data visualization in a data visualization user interface, wherein the data visualization comprises a plurality of visual data marks representing data from the data source;
detecting a first user input to select a subset of the visual data marks;
in response to detecting the first user input:
displaying a view data window including a summary of the selected subset of visual data marks in a summary tab of the view data window;
obtaining a data model encoding the data source as a tree of logical tables;
determining, based on the data model, a plurality of data fields used in a row-level calculation referenced in the selected subset of visual marks;
selecting, from one or more logical tables of the data model, (i) a plurality of rows of data that are used in the selected visual marks, (ii) a plurality of columns that correspond to the plurality of fields used in the row-level calculation, (iii) a column that corresponds to a dimension data field that is represented by the selected visual marks and (iv) a column that represents the row-level calculation; and
displaying, in the view data window distinct from the summary tab, information relevant to the row-level calculation, including:
(i) the plurality of rows of data used in the selected visual marks;
(ii) the plurality of columns that correspond to the plurality of fields used in the row-level calculation;
(iii) the column that corresponds to the dimension data field that is represented by the selected visual marks; and
(iv) the column that represents the row-level calculation;

without displaying additional columns from the one or more logical tables.

9. The computer system of claim 8 , wherein one or more data fields of the plurality of fields used in the row-level calculation are selected from two or more logical tables of the data model.

10. The computer system of claim 9 , wherein the two or more logical tables of the data model have different levels of detail.

11. The computer system of claim 8 , wherein the one or more programs further comprise instructions for:
determining, based on the data model, one or more measures used in the row-level calculation;
displaying each measure of the one or more measures as a separate tab in the view data window.

12. The computer system of claim 11 , wherein the one or more measures are aggregate measures aggregated from a plurality of logical tables of the data model.

13. The computer system of claim 8 , wherein the information relevant to the row-level calculation is displayed in in a separate tab.

14. A non-transitory computer readable storage medium storing one or more programs configured for execution by a computer system having a display, one or more processors, and memory, the one or more programs comprising instructions for:
receiving user selection of a data source;
displaying a data visualization in a data visualization user interface, wherein the data visualization comprises a plurality of visual data marks representing data from the data source;
detecting a first user input to select a subset of the visual data marks;
in response to detecting the first user input:
displaying a view data window including a summary of the selected subset of visual data marks in a summary tab of the view data window;
obtaining a data model encoding the data source as a tree of logical tables;
determining, based on the data model, a plurality of data fields used in a row-level calculation referenced in the selected subset of visual marks;
selecting, from one or more logical tables of the data model, (i) a plurality of rows of data that are used in the selected visual marks, (ii) a plurality of columns that correspond to the plurality of fields used in the row-level calculation, (iii) a column that corresponds to a dimension data field that is represented by the selected visual marks and (iv) a column that represents the row-level calculation; and
displaying, in the view data window distinct from the summary tab, information relevant to the row-level calculation, including:
(i) the plurality of rows of data used in the selected visual marks;
(ii) the plurality o

Assignees

• Tableau Software Inc

Inventors

• Talbot Justin
• Forstrom Amy Nicole
• Cory daniel
• Eubank Christian Gabriel
• Booth Jr Jeffrey Mark
• Borden Nicolas
• Nhan Thomas
• Pace David

Classifications

• G06F16/904 Primary

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

• G06F3/0483

  Interaction with page-structured environments, e.g. book metaphor · CPC title

• G06F3/04842

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

• G06F16/244

  Grouping and aggregation · CPC title

• G06F16/2445

  Data retrieval commands; View definitions · CPC title