Method and user interface for data mapping

Patent metadata

Field	Value
Publication number	US-11740913-B2
Application number	US-202117162562-A
Country	US
Kind code	B2
Filing date	Jan 29, 2021
Priority date	Jul 17, 2018
Publication date	Aug 29, 2023
Grant date	Aug 29, 2023

Abstract

Embodiments of apparatus, systems, and methods are described for creating, arranging, and displaying data mappings between two different data schemas in a graphical user interface (GUI). The GUI allows scaling of a data schema, automatic data sorting and grouping of objects in a schema, dynamic spacing of data mappings in the GUI, and customizable data map transformations to entities of a canonical data model. The GUI can limit the display of objects and fields to those that have been mapped into entity groups. The GUI can display mapped or unmapped fields to facilitate the mapping of additional fields or objects. The GUI displays visual logic connectors between objects and entities to summarize the relationship and number of mappings between the objects and entities. Objects and entities can be expanded and collapsed to show more granular relationship information. Instance-enabled canonical entities can be created to conceptually group fields.

First claim

What is claimed is:

1. A method, comprising:
providing, by one or more computing devices, concurrent views of a first data schema and a second data schema in a graphical user interface (GUI), wherein the second data schema is different from the first data schema;
mapping, by the one or more computing devices, data from a first object of the first data schema to a second object of the second data schema with a first mapping, wherein the first data schema comprises first and second data sources having different data schemas, each of the first and second data sources comprises same data related to the first object, and the second data schema comprises the same data mapped from the first object of the first data schema;
connecting, by the one or more computing devices, the first object of the first data schema to the second object of the second data schema with a visual logic connector to show the first mapping of the data from the first object to the second object in the GUI, wherein the visual logic connector is one of a plurality of visual logic connectors connecting between the first data schema and the second data schema;
displaying, by the one or more computing devices, a first number on the first object that indicates a first quantity of attributes mapped to the second schema in the GUI;
displaying, by the one or more computing devices, a second number on the second object that indicates a second quantity of attributes mapped from the first schema in the GUI;
ordering, by the one or more computing devices, at least one of the first object in the first data schema and the second object in the second data schema to reduce a quantity of crossovers of the plurality of visual logic connectors between the first data schema and the second data schema; and
displaying, by the one or more computing devices, the ordered first object and the ordered second object mapped with the visual logic connector in the GUI.

2. The method of claim 1 , wherein the second data schema is a canonical data model having a composite of data structures, related and grouped under a plurality of entity groups.

3. The method of claim 2 , wherein the ordering comprises:
ordering, by the one or more computing devices, additional data mappings connecting additional objects of the first data schema to the plurality of entity groups of the second data schema to increase a quantity of straight lines of additional visual logic connectors of the additional data mappings.

4. The method of claim 1 , further comprising:
mapping, by the one or more computing devices, the first object of the first data schema to a third object of the second data schema with a second mapping,
wherein the ordering comprises:
arranging, by the one or more computing devices, the second mapping with the first mapping to reduce a quantity of crossovers between a visual logic connector of the second mapping and the visual logic connector of the first mapping; and
arranging, by the one or more computing devices, the second mapping with the first mapping to increase a quantity of straight lines of the visual logic connector of the second mapping and the visual logic connector of the first mapping.

5. The method of claim 1 , further comprising:
displaying, within the visual logic connector, a third number indicating a third quantity of attributes mapped with the visual logic connector from the first object to the second object.

6. The method of claim 1 , further comprising:
providing, by the one or more computing devices, a transformation rule interface to display a transformation rule associated with a corresponding mapped field of the mapped fields and an editing interface to permit edits to the transformation rule.

7. The method of claim 1 , wherein the second object is collapsed, further comprising:
expanding, by the one or more computing devices, the collapsed second object to an expanded second object to show the plurality of visual logic connectors between mapped fields in the first object to mapped fields in the expanded second object.

8. The method of claim 7 , further comprising:
rearranging, by the one or more computing devices, the mapped fields of the expanded second object to increase a quantity of straight lines or reduce a quantity of crossovers of the plurality of visual logic connectors.

9. The method of claim 1 , further comprising:
mapping, by the one or more computing devices, the first object of the first data schema to a third object of the second data schema with a second mapping,
wherein the visual logic connector of the first mapping of the first object of the first data schema to the second object of the second data schema and of a visual logic connector of the second mapping of the first object of the first data schema to the third object of the second data schema is equidistant from the first object in the GUI.

10. The method of claim 1 , further comprising:
filtering, by the one or more computing devices, the first data schema or the second data schema to display mapped or unmapped fields.

11. A system, comprising:
a memory; and
at least one processor coupled to the memory, wherein the at least one processor is configured to:
provide concurrent views of a first data schema and a second data schema in a graphical user interface (GUI), wherein the second data schema is different from the first data schema;
map data from a first object of the first data schema to a second object of the second data schema with a first mapping, wherein the first data schema comprises first and second data sources having different data schemas, each of the first and second data sources comprises same data related to the first object, and the second data schema comprises the same data mapped from the first object of the first data schema;
connect the first object of the first data schema to the second object of the second data schema with a visual logic connector to show the first mapping of the data from the first object to the second object in the GUI, wherein the visual logic connector is one of a plurality of visual logic connectors connecting between the first data schema and the second data schema;
display a first number on the first object that indicates a first quantity of attributes mapped to the second schema in the GUI;
display a second number on the second object that indicates a second quantity of attributes mapped from the first schema in the GUI;
order at least one of the first object in the first data schema and the second object in the second data schema to reduce a quantity of crossovers of the plurality of visual logic connectors between the first data schema and the second data schema; and
display the ordered first object and the ordered second object mapped with the visual logic connector in the GUI.

12. The system of claim 11 , wherein the at least one processor is further configured to:
map the first object of the first data schema to a third object of the second data schema with a second mapping,
wherein to order at least one of the first object of the first data schema and the second object of the second data schema, the at least one processor is further configured to:
arrange the second mapping with the first mapping to reduce a quantity of crossovers between a visual logic connector of the second mapping and the visual logic connector of the first mapping; and
arrange the second mapping with the first mapping to increase a quantity of straight lines of the visual logic connector of the second mapping and the visual logic connector of the first mapping.

13. The system of claim 11 , wherein the at least one processor is further configured to:
order addit

Assignees

• Salesforce Com Inc
• Salesforce Inc

Inventors

• Bill Christopher
• Kostrzewski Steven
• Flamion Sarah

Classifications

• G06F9/451 Primary

  Execution arrangements for user interfaces · CPC title

• G06F3/0482

  Interaction with lists of selectable items, e.g. menus · CPC title

• G06F3/04842

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

• G06Q10/087 Primary

  Inventory or stock management, e.g. order filling, procurement or balancing against orders · CPC title

• G06Q10/06

  Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling · CPC title