Systems and methods for interactive analysis

Patent metadata

Field	Value
Publication number	US-12488015-B2
Application number	US-202117447521-A
Country	US
Kind code	B2
Filing date	Sep 13, 2021
Priority date	Nov 16, 2017
Publication date	Dec 2, 2025
Grant date	Dec 2, 2025

Abstract

Systems and methods for generating and rendering interactive analysis are provided. The interactive analysis includes filters that may be provided based upon table relationships and/or persistent data inputs.

First claim

What is claimed is:

1 . An interactive analysis system, comprising:
a non-transitory memory; and one or more hardware processors configured to read instructions from the non-transitory memory to perform operations comprising: rendering a graphical user interface (GUI) configured to provide a plurality of affordances for selection from the GUI, wherein a first affordance of the plurality of affordances enables a first selection of a first one of a plurality of columns of a data table and a second affordance of the plurality of affordances enables a second selection, different from the first selection, of a second one of the plurality of columns of the data table; identifying source data records from a data store, wherein the source data records comprise the first one and the second one of the plurality of columns of the data table; performing an interactive analysis based at least on the source data records, wherein the interactive analysis is configured to determine an aggregation of the source data records for the first selection and the second selection by an aggregation type selection; generating a heatmap of the interactive analysis to display the aggregation of the source data records, wherein the heatmap is generated based on a first set of data corresponding to the first selection and a second set of data corresponding to the second selection, and wherein the aggregation comprises a third set of data displayed directly on the heatmap as numeric values at corresponding intersections of first elements representing the first set of data on the heatmap and second elements representing the second set of data on the heatmap, wherein the heatmap indicates magnitudes of the numeric values as different visual characteristics; rendering in the GUI, a filtering dialog box that facilitates filtering out of at least a portion of the source data records from the GUI; providing, in the filtering dialog box, one or more filtering options from a second data table based upon the data table and the second data table being relationally connected within a threshold degree of separation; receiving, via the filtering dialog box, one or more filtering inputs; and based upon the filtering inputs, updating the heatmap, filtering out the at least portion of the source data records.

2 . The interactive analysis system of claim 1 , wherein the one or more hardware processors are configured to read instructions from the non-transitory memory to perform operations comprising:
identifying whether the data table and the second data table are relationally connected within a threshold degree of separation, by: identifying a context of the data table; identifying related tables that are relationally connected within the threshold degree of separation to the context of the data table; and determining if the second data table is one of the identified related tables.

3 . The interactive analysis system of claim 1 , wherein the threshold degree of separation is 1.

4 . The interactive analysis system of claim 1 , wherein the one or more hardware processors are configured to read instructions from the non-transitory memory to perform operations comprising:
refraining from providing, in the filtering dialog box, a filtering option from a third data table in the filtering dialog box based upon the data table and the third data table not being relationally connected within the threshold degree of separation.

5 . The interactive analysis system of claim 1 , wherein the one or more hardware processors are configured to read instructions from the non-transitory memory to perform operations comprising:
saving the filtering inputs as a persistent filter.

6 . The interactive analysis system of claim 5 , wherein the one or more hardware processors are configured to read instructions from the non-transitory memory to perform operations comprising:
receiving a request to launch a subsequent interactive analysis session; and in response to the request to launch the subsequent interactive analysis session, providing the persistent filter in the subsequent interactive analysis session.

7 . The interactive analysis system of claim 5 , wherein the one or more hardware processors are configured to read instructions from the non-transitory memory to perform operations comprising:
receiving a request to launch a subsequent interactive analysis session; in response to the request to launch the subsequent interactive analysis session, rendering the subsequent interactive analysis session; receiving, during the subsequent interactive analysis session, a request to load the persistent filter; and in response to the request to load the persistent filter, providing the persistent filter in the subsequent interactive analysis session.

8 . The interactive analysis system of claim 1 , wherein the filtering dialog box comprises a filter side panel.

9 . The interactive analysis system of claim 1 , wherein the visual characteristics comprise colors or color shades.

10 . A tangible, non-transitory computer-readable medium, comprising computer-readable instructions that, when executed by one or more processors, cause the one or more processors to:
render a graphical user interface (GUI) configured to provide a plurality of affordances for selection from the GUI, wherein a first affordance of the plurality of affordances enables a first selection of a first one of a plurality of columns of a data table and a second affordance of the plurality of affordances enables a second selection, different from the first selection, of a second one of the plurality of columns of the data table; identify source data records from a data store, wherein the source data records comprise the first one and the second one of the plurality of columns of the data table; perform an interactive analysis based at least on the source data records, wherein the interactive analysis is configured to determine an aggregation of the source data records for the first selection and the second selection by an aggregation type selection; generate a heatmap of the interactive analysis to display the aggregation of the source data records, wherein the heatmap is generated based on a first set of data corresponding to the first selection and a second set of data corresponding to the second selection, and wherein the aggregation comprises a third set of data displayed directly on the heatmap as numeric values at corresponding intersections of first elements representing the first set of data on the heatmap and second elements representing the second set of data on the heatmap, wherein the heatmap indicates magnitudes of the numeric values as different visual characteristics; render in the GUI, a filtering dialog box that facilitates filtering out of at least a portion of the source data records from the GUI; provide, in the filtering dialog box, one or more filtering options from a second data table based upon the data table and the second data table being relationally connected within a threshold degree of separation; receive, via the filtering dialog box, one or more filtering inputs; and based upon the filtering inputs, update the heatmap, filter out the at least portion of the source data records.

11 . The tangible, non-transitory, computer-readable medium of claim 10 , comprising computer-readable instructions that, when executed by one or more processors, cause the one or more processors to:
identify whether the data table and the second data table are relationally connected within the threshold degree of separation, by: identifying a context of the data table; identifying related tables that are relationally connected within the threshold

Assignees

• Servicenow Inc

Inventors

• Ponnada Vijaya Krushna
• Premkumar Senthil
• Kumawat Kapil
• Van Heusden David
• Patel Sandip Devjibhai
• Kondamuri Satyanarayana

Classifications

• G06F16/2465

  Query processing support for facilitating data mining operations in structured databases · CPC title

• G06F16/26 Primary

  Visual data mining; Browsing structured data · CPC title