Dashboard builder with live data updating without exiting an edit mode

Patent metadata

Field	Value
Publication number	US-2016103592-A1
Application number	US-201414512267-A
Country	US
Kind code	A1
Filing date	Oct 10, 2014
Priority date	Oct 10, 2014
Publication date	Apr 14, 2016
Grant date	—

Abstract

The technology disclosed relates to a platform for ultra-fast, ad-hoc data exploration and faceted navigation on integrated, heterogeneous data sets. The disclosed method of declarative specification of visualization queries, display formats and bindings represents queries, widgets and bindings combined on a dashboard in real time, with flexible display options for analyzing data and conveying analysis results.

First claim

What is claimed is:

1 . A method of creating and editing of a dashboard that has a plurality of first panels, including:
in a dashboard editing mode, receiving a selection of a second panel to add to the dashboard, wherein
the dashboard includes a plurality of faceted first panels;
the faceted first panels present data visually in a chart or graph; and
the faceted first panels share signals from filtering controls in the first panels and selection controls of the dashboard outside the first panels;
applying a facet property of the second panel that links selection of data visually displayed in the second panel to the filter control signals of the first panels and the selection controls of the dashboard; and immediately populating the second panel using results of the faceted data selection without requiring a user to exit the dashboard editing mode.

2 . The method of claim 1 , further including:
receiving a specification of an visualization widget to generate the second panel, wherein the visualization widget, when invoked,
accepts as input at least one dimension and at least one measure in the data set, wherein:
the dimension is supplied to a visualization widget as an independent variable; and
a function of the measure is supplied to the visualization widget as a dependent variable; and
generates a specified chart or graph from the dimension and measure.

3 . The method of claim 2 , further including:
the visualization widget of the second panel including faceted filter controls backing data segments that, when selected, apply the selected filter to the second panel and to first panels; and receiving a selection signal from the second panel faceted filter controls and updating the first panels using results of the faceted filter selection without requiring the user to exit the dashboard editing mode.

4 . The method of claim 1 , further including:
receiving a signal that indicates completion of a dashboard editing action; responsively rerunning one or more queries for data underlying the first panels and the second panel; and updating the charts or graphs in the first and second panels.

5 . The method of claim 4 , wherein the signal that indicates completion of a dashboard editing action is a mouse click on a grouping selection control.

6 . The method of claim 4 , wherein the signal includes release of a rubber banding action that visually selects a data subset in a graph of one of the first or second panel.

7 . An dashboard creation and editing apparatus, operating on a dashboard that has a plurality of first panels, the apparatus including:
a computer including a processor; a memory coupled to the processor, wherein the memory includes computer program instructions causing the computer to implement a process including: in a dashboard editing mode, receiving a selection of a second panel to add to the dashboard, wherein
the dashboard includes a plurality of faceted first panels;
the faceted first panels present data visually in a chart or graph; and
the faceted first panels share signals from filtering controls in the first panels and selection controls of the dashboard outside the first panels;
applying a facet property of the second panel that links selection of data visually displayed in the second panel to the filter control signals of the first panels and the selection controls of the dashboard; and immediately populating the second panel using results of the faceted data selection without requiring a user to exit the dashboard editing mode.

8 . The apparatus of claim 7 , further including:
receiving a specification of an visualization widget to generate the second panel, wherein the visualization widget, when invoked,
accepts as input at least one dimension and at least one measure in the data set, wherein:
the dimension is supplied to a visualization widget as an independent variable; and
a function of the measure is supplied to the visualization widget as a dependent variable; and
generates a specified chart or graph from the dimension and measure.

9 . The apparatus of claim 8 , further including:
the visualization widget of the second panel including faceted filter controls backing data segments that, when selected, apply the selected filter to the second panel and to first panels; and receiving a selection signal from the second panel faceted filter controls and updating the first panels using results of the faceted filter selection without requiring the user to exit the dashboard editing mode.

10 . The apparatus of claim 7 , further including:
receiving a signal that indicates completion of a dashboard editing action; responsively rerunning one or more queries for data underlying the first panels and the second panel; and updating the charts or graphs in the first and second panels.

11 . The apparatus of claim 10 , wherein the signal that indicates completion of a dashboard editing action is a mouse click on a grouping selection control.

12 . The apparatus of claim 10 , wherein the signal release of a rubber banding action that visually selects a data subset in a graph of one of the first or second panel.

13 . A tangible computer readable medium including computer program instructions that cause a computer to implement a process including:
in a dashboard editing mode, receiving a selection of a second panel to add to the dashboard, wherein
the dashboard includes a plurality of faceted first panels;
the faceted first panels present data visually in a chart or graph; and
the faceted first panels share signals from filtering controls in the first panels and selection controls of the dashboard outside the first panels;
applying a facet property of the second panel that links selection of data visually displayed in the second panel to the filter control signals of the first panels and the selection controls of the dashboard; and immediately populating the second panel using results of the faceted data selection without requiring a user to exit the dashboard editing mode.

14 . The tangible computer readable medium of claim 13 , further including:
receiving a specification of an visualization widget to generate the second panel, wherein the visualization widget, when invoked,
accepts as input at least one dimension and at least one measure in the data set, wherein:
the dimension is supplied to a visualization widget as an independent variable; and
a function of the measure is supplied to the visualization widget as a dependent variable; and
generates a specified chart or graph from the dimension and measure.

15 . The tangible computer readable medium of claim 14 , further including:
the visualization widget of the second panel including faceted filter controls backing data segments that, when selected, apply the selected filter to the second panel and to first panels; and receiving a selection signal from the second panel faceted filter controls and updating the first panels using results of the faceted filter selection without requiring the user to exit the dashboard editing mode.

16 . The tangible computer readable medium of claim 13 , further including:
receiving a signal that indicates completion of a dashboard editing action; responsively rerunning one or more queries for data underlying the first panels and the second panel; and updating the charts or graphs in the first and second panels.

17 . The tangible computer readable medium of claim 16 , wherein the signal that indicates completion of a dashboard editing action is a mouse click on a groupi

Assignees

• Salesforce Com Inc

Inventors

• Prophete Didier
• Im Fred
• Chakravarthy Vijayasarathy

Classifications

• G06Q10/10 Primary

  Office automation; Time management · CPC title

• G06F3/04842

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

• G06F3/04847

  Interaction techniques to control parameter settings, e.g. interaction with sliders or dials · CPC title

• G06F3/04845 Primary

  for image manipulation, e.g. dragging, rotation, expansion or change of colour · CPC title

• G06Q40/02

  Banking, e.g. interest calculation or account maintenance (credit or loans G06Q40/03) · CPC title