System and method for visually analyzing row-level calculations for data visualizations across multiple data tables including displaying separate tabs for the row-level calculations and visual data marks summary

Patent metadata

Field	Value
Publication number	US-12488052-B2
Application number	US-202318231775-A
Country	US
Kind code	B2
Filing date	Aug 8, 2023
Priority date	Nov 5, 2019
Publication date	Dec 2, 2025
Grant date	Dec 2, 2025

Abstract

A computer system displays a data visualization in a data visualization user interface. In response to detecting a user input that selects a subset of visual data marks from the data visualization, the computer system displays a summary of the selected subset of visual data marks in a summary tab of a view data window. When the computer system determines that the selected subset of visual marks (1) corresponds to a plurality of data fields and (2) references a row-level calculation that uses logical fields from at least two logical tables of a plurality of logical tables of a data model, the computer system (i) generates a representation of the row-level calculation and (ii) displays the representation of the row-level calculation as a first tab in the view data window, distinct from the summary tab.

First claim

What is claimed is:

1 . A method of visually analyzing row-level calculations for data visualizations, comprising:
at a computer in communication with a display and having one or more processors and memory storing one or more programs configured for execution by the one or more processors:
displaying, via the display, a data visualization in a data visualization user interface, wherein the data visualization comprises a plurality of visual data marks representing data from a data source;
in response to detecting a user input that selects a subset of the visual data marks:
displaying, in a summary tab of a view data window, a summary of the selected subset of visual data marks;
in accordance with a determination, based on a data model of the data source, that the selected subset of visual marks (1) corresponds to a plurality of data fields and (2) references a row-level calculation that uses logical fields from at least two logical tables of a plurality of logical tables of the data model:
generating a representation of the row-level calculation; and
displaying the representation of the row-level calculation as a first tab in the view data window, distinct from the summary tab.

2 . The method of claim 1 , wherein each logical table of the plurality of logical tables of the data model (i) has its own physical representation and (ii) includes one or more respective logical fields.

3 . The method of claim 2 , wherein each of the one or more respective logical fields corresponds to either a data field or a calculation that spans at least one logical table of the plurality of logical tables.

4 . The method of claim 1 , wherein the view data window is displayed as a side panel of the data visualization user interface.

5 . The method of claim 1 , wherein the view data window is displayed as a pop up window of the data visualization user interface.

6 . The method of claim 1 , wherein generating and displaying the representation of the row-level calculation includes:
selecting, from the plurality of logical tables of the data model, (i) a plurality of rows of data that are used in the selected subset of visual marks, (ii) a plurality of columns that correspond to the logical fields used in the row-level calculation; and displaying the plurality of rows of data and the plurality of columns as a data table.

7 . The method of claim 6 , wherein the plurality of columns includes (i) a first column that corresponds to a dimension data field that is represented by the selected subset of visual marks and (ii) a second column that represents the row-level calculation.

8 . The method of claim 1 , wherein the logical fields from the at least two logical tables are at different levels of detail.

9 . The method of claim 1 , further comprising:
in response to detecting the user input, visually highlighting the selected subset of the visual data marks.

10 . The method of claim 1 , further comprising:
displaying, in the view data window, one or more level of detail calculations referenced in the selected subset of visual data marks.

11 . The method of claim 10 , wherein: level of detail calculations that have fixed calculation types and that have dimensions that come from a single logical table are displayed using the single logical table; and
level of detail calculations that have calculation types other than fixed are displayed separately.

12 . The method of claim 10 , wherein each level of detail calculation that references more than one logical table is displayed using its corresponding Least Common Ancestor (LCA) logical table.

13 . The method of claim 1 , further comprising: 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.

14 . A computer system in communication with a display for visually analyzing row-level calculations for data visualizations, comprising:
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:
displaying, via the display, a data visualization in a data visualization user interface, wherein the data visualization comprises a plurality of visual data marks representing data from a data source;
in response to detecting a user input that selects a subset of the visual data marks:
displaying, in a summary tab of a view data window, a summary of the selected subset of visual data marks;
in accordance with a determination, based on a data model of the data source, that the selected subset of visual marks (1) corresponds to a plurality of data fields and (2) references a row-level calculation that uses logical fields from at least two logical tables of a plurality of logical tables of the data model:
generating a representation of the row-level calculation; and
displaying the representation of the row-level calculation as a first tab in the view data window, distinct from the summary tab.

15 . The computer system of claim 14 , wherein the instructions for generating and displaying the representation of the row-level calculation include instructions for:
selecting, from the plurality of logical tables of the data model, (i) a plurality of rows of data that are used in the selected subset of visual marks, (ii) a plurality of columns that correspond to the logical fields used in the row-level calculation; and displaying the plurality of rows of data and the plurality of columns as a data table.

16 . The computer system of claim 14 , wherein the one or more programs further comprise instructions for:
displaying, in the view data window, one or more level of detail calculations referenced in the selected subset of visual data marks.

17 . The computer system of claim 14 , 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.

18 . A non-transitory computer readable storage medium storing one or more programs configured for execution by a computer system in communication with a display and having one or more processors and memory, the one or more programs comprising instructions for:
displaying, via the display, a data visualization in a data visualization user interface, wherein the data visualization comprises a plurality of visual data marks representing data from a data source; in response to detecting a user input that selects a subset of the visual data marks:
displaying, in a summary tab of a view data window, a summary of the selected subset of visual data marks;
in accordance with a determination, based on a data model of the data source, that the selected subset of visual marks (1) corresponds to a plurality of data fields and (2) references a row-level calculation that uses logical fields from at least two logical tables of a plurality of logical tables of the data model:
generating a representation of the row-level calculation; and
displaying the representation of the row-level calculation as a first tab in the view data window, distinct from the summary tab.

19 . The computer readable storage medium of claim 18 , wherein the view data window is displayed as a side panel of the data visualization user interface or as a pop up window of the data visualization user interface.

Assignees

• Tableau Software Llc

Inventors

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

Classifications

• G06F40/00

  Handling natural language data (speech analysis or synthesis, speech recognition G10L) · CPC title

• G06F16/244

  Grouping and aggregation · CPC title

• G06F16/2445

  Data retrieval commands; View definitions · CPC title

• G06F16/287

  Visualization; Browsing · CPC title

• G06F3/04842

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