Assistive overlay for report generation

Patent metadata

Field	Value
Publication number	US-9372596-B2
Application number	US-201313752172-A
Country	US
Kind code	B2
Filing date	Jan 28, 2013
Priority date	Jan 28, 2013
Publication date	Jun 21, 2016
Grant date	Jun 21, 2016

Abstract

In general, techniques are described for providing a user interface to create report specifications and included source definitions for business reporting and analysis. For example, a computing device includes a user interface (UI) module for displaying a graphical user interface (GUI) and receiving a selection of a data element at a start location of the GUI. The UI module may display an overlay element having a boundary forming a plurality of paths from the start location to a plurality of end locations, the paths corresponding to a plurality of report options associated with the data element. The UI module may receive a second input indicative of a traversal of the overlay element along a chosen path. The computing device may include a definition module operable to create a definition for a report specification based at least in part on the report option corresponding to the chosen path.

First claim

What is claimed is:

1. A computing device for providing an assistive overlay for report generation, the computing device comprising:
one or more processors;
one or more computer-readable memories;
one or more input devices;
one or more output devices;
a user interface module, and
a definition module,
wherein the user interface module is operable by the one or more processors via the one or more memories to:
display at the one or more output devices a graphical user interface (GUI), the GUI including at least one representation of a data element defined within a data source;
receive, from a user via the one or more input devices, a first input indicative of a selection of the representation of the data element at a start location of the GUI;
display at the one or more output devices and in response to receiving the selection, an overlay element with the GUI, the overlay element having a boundary forming a plurality of paths from the start location to a plurality of end locations of the GUI, wherein the plurality of paths corresponds to a plurality of report options associated with the data element, and the plurality of paths traverses multiple levels of the report options, thereby enabling the user to drag a selection through multiple chosen levels of the report options; and
receive, from the user via the one or more input devices, a second input indicative of a traversal of the overlay element along a chosen path from among the plurality of paths, from the start location to one of the end locations corresponding to the chosen path,
wherein the definition module is operable by the one or more processors via the one or more memories to:
modify, responsive to receiving the second input and based at least in part on the chosen path, the data element in accordance with a report option corresponding to the chosen path; and
create a definition for a report specification, based at least in part on the modified data element and based at least in part on the multiple chosen levels of the report options.

2. The computing device of claim 1 , wherein the user interface module is further operable by the one or more processors via the one or more memories to output, for display at the one or more output devices, a modified representation of the data element in response to receiving the second input, wherein the modified representation comprises a visual indication of the report option corresponding to the chosen path.

3. The computing device of claim 2 , wherein the user interface module is further operable by the one or more processors via the one or more memories to restrict the representation to within the boundary of the overlay element responsive to receiving the first input and while receiving the second input.

4. The computing device of claim 1 , further comprising a report tool operable by the one or more processors via the one or more memories to:
process the report specification to determine a structure of a report;
access the data source to retrieve at least one data element defined by the created definition; and
generate the report based at least in part on the retrieved at least one data element and the determined structure.

5. The computing device of claim 4 , further comprising a network interface operable by the one or more processors via the one or more memories to communicate via an enterprise network and access an enterprise business intelligence system, wherein accessing the data source comprises communicating with the network interface to retrieve data from the enterprise business intelligence system.

6. The computing device of claim 4 , further comprising one or more computer-readable, tangible storage devices and data cubes stored on at least one of the one or more storage devices for storing a plurality of data elements, the data element being included in the plurality, wherein accessing the data source comprises accessing the one or more data cubes to retrieve data from the one or more data cubes.

7. The computing device of claim 4 , further comprising a calculation engine operable by the one or more processors via the one or more memories to receive report specifications and perform calculations as indicated by the report definition, wherein accessing the data source to retrieve the at least one data element comprises sending the report definition to the calculation engine and receiving the at least one data element from the calculation engine.

8. The computing device of claim 1 , wherein the user interface module is further operable by the one or more processors via the one or more memories to receive, from the user via the one or more input devices, a third input indicative of a movement to a return location of the GUI, and responsive to receiving the third input, revert the modified data element to an unmodified state, disregarding the report option corresponding to the chosen path.

9. The computing device of claim 1 , wherein at least one of the one or more input devices comprises a presence-sensitive display and wherein the first and second inputs comprise touch inputs.

10. The computing device of claim 1 , wherein the user interface module is further operable to:
output, for display, one or more target containers as part of the GUI; and
receive a user input such that the end location corresponding to the chosen path is in a selected target container from among the target containers,
wherein the definition module is further operable to modify the definition for the report specification based at least in part on the selected target container.

11. A computer program product comprising a non-transitory computer-readable storage medium having program code embodied therewith, the program code executable by a computing device to perform a method comprising:
receiving, from a user, a first input indicative of a selection of a data element defined within a data source, at a start location within a graphical user interface (GUI);
responsive to receiving the selection, outputting, for display, an overlay element as part of the GUI, the overlay element having a boundary forming a plurality of paths from the start location to a plurality of end locations within the GUI, wherein the plurality of paths correspond to a plurality of report options associated with the data element, and the plurality of paths traverses multiple levels of the report options, thereby enabling the user to drag a selection through multiple chosen levels of the report options;
receiving, from the user, a second input indicative of a traversal of the overlay element along a chosen path from among the plurality of paths, from the start location to one of the end locations corresponding to the chosen path;
responsive to receiving the second input, modifying, based at least in part on the chosen path, the data element in accordance with a report option corresponding to the chosen path; and
creating a definition for a report specification, based at least in part on the modified data element and based at least in part on the multiple chosen levels of the report options.

12. The computer program product of claim 11 , the method further comprising displaying a visual representation of the data element as part of the GUI, and responsive to receiving the first input, restricting the visual representation to within the boundary of the overlay element while receiving the second input.

13. The computer program product of claim 11 , the method further comprising outputting, for display, a source container as part of the GUI, wherein the start location is located within the source container.

14. The computer program product of claim 11 , the method furt

Assignees

• IBM

Inventors

• Breedvelt-Schouten Ilse M

Classifications

• G06Q10/10

  Office automation; Time management · CPC title

• G06F3/0486 Primary

  Drag-and-drop · CPC title

• G06F3/0482 Primary

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

• G06Q10/06

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