Context-aware glossaries for data sets

Patent metadata

Field	Value
Publication number	US-9530228-B1
Application number	US-201313968793-A
Country	US
Kind code	B1
Filing date	Aug 16, 2013
Priority date	Aug 16, 2013
Publication date	Dec 27, 2016
Grant date	Dec 27, 2016

Abstract

The disclosed embodiments provide a system that processes data. During operation, the system obtains a data set and metadata corresponding to a data model. Next, the system displays, within a user interface, a visualization of the data model to a user independently of a domain of the data set. The system then uses the metadata to provide a glossary of terms related to the data model in the user interface without requiring configuration of the glossary for use with the data model.

First claim

What is claimed is:

1. A computer-implemented method for processing data, comprising:
obtaining, by a computer, metadata that describes a data model of a data set, wherein the metadata is related to a category;
identifying by the computer, based on the metadata, data relevant to the data model to include in the data set to restrict the data set to the category;
applying by the computer, one or more rules to the data set independent of the category;
displaying, by the computer within a user interface, a visualization of the data model of the data set; and
using the metadata, by the computer, to provide a glossary of terms related to the data model in the user interface without requiring pre-configuration of the glossary for use with the data model.

2. The computer-implemented method of claim 1 , wherein the glossary of terms comprises at least one of:
a metric; and
a set of dimensions associated with the metric.

3. The computer-implemented method of claim 2 , wherein the visualization comprises at least one of:
a deconstruction of the metric by the set of dimensions; and
a trend for the metric.

4. The computer-implemented method of claim 3 , wherein the visualization further comprises:
a breakdown of the trend by a dimension from the set of dimensions.

5. The computer-implemented method of claim 2 , wherein identifying the data to include in the data set involves:
obtaining the metric and the set of dimensions from the metadata; and
identifying the data associated with the metric and the set of dimensions.

6. The computer-implemented method of claim 1 , wherein using the metadata to provide the glossary of terms related to the data model in the user interface involves:
displaying a list of the terms within the user interface; and
enabling access to definitions of the terms from the list.

7. The computer-implemented method of claim 6 , wherein using the metadata to provide the glossary of terms related to the data model in the user interface further involves:
obtaining at least one of the terms and the definitions from the metadata.

8. The computer-implemented method of claim 6 , wherein using the metadata to provide the glossary of terms related to the data model in the user interface further involved:
enabling access to other terms related to other data models.

9. A system for processing data, comprising:
an analysis apparatus configured to:
obtain metadata that describes a data model of a data set, wherein the metadata is related to a category;
identify, based on the metadata, data relevant to the data model to include in the data set to restrict the data set to the category; and
apply one or more rules to the data set independent of the category, and a presentation apparatus configured to:
display, within a user interface, a visualization of the data model of the data set; and
use the metadata to provide a glossary of terms related to the data model in the user interface without requiring pre-configuration of the glossary for use with the data model.

10. The system of claim 9 , wherein the glossary of terms comprises at least one of:
a metric; and
a set of dimensions associated with the metric.

11. The system of claim 10 , wherein the visualization comprises at least one of:
a deconstruction of the metric by the set of dimensions;
a trend for the metric; and
a breakdown of the trend by a dimension from the set of dimensions.

12. The system of claim 10 , wherein identifying the data to include in the data set involves:
obtaining the metric and the set of dimensions from the metadata; and
identifying the data associated with the metric and the set of dimensions.

13. The system of claim 9 , wherein using the metadata to provide the glossary of terms related to the data model in the user interface involves:
obtaining at least one of the terms and definitions of the terms from the metadata;
displaying a list of the terms within the user interface; an
enabling access to the definitions from the list.

14. The system of claim 13 , wherein using the metadata to provide the glossary of terms related to the data model in the user interface further involves:
enabling access to other terms related to other data models.

15. A non-transitory computer-readable storage medium storing instructions that when executed by a computer cause the computer to perform an method for processing data, the method comprising:
obtaining metadata that describes a data model of a data set, wherein the metadata is related to a category;
identifying based on the metadata, data relevant to the data model to include in the data set to restrict the data set to the category;
applying one or more rules to the data set independent of the category;
displaying, within a user interface, a visualization of the data model of the data set; and
using the metadata to provide a glossary of terms related to the data model in the user interface without requiring pre-configuration of the glossary for use with the data model.

16. The non-transitory computer-readable storage medium of claim 15 , wherein the glossary of terms comprises at least one of:
a metric; and
a set of dimensions associated with the metric.

17. The non-transitory computer-readable storage medium of claim 16 , wherein the visualization comprises at least one of:
a deconstruction of the metric by the set of dimensions;
a trend for the metric; and
a breakdown of the trend by a dimension from the set of dimensions.

18. The non-transitory computer-readable storage medium of claim 16 , wherein identifying the data to include in the data set involves:
obtaining the metric and the set of dimensions from the metadata; and
identifying the data associated with the metric and the set of dimensions.

19. The non-transitory computer-readable storage medium of claim 15 , wherein using the metadata to provide the glossary of terms related to the data model in the user interface involves:
obtaining at least one of the terms and definitions of the terms from the metadata;
displaying a list of the terms within the user interface; and
enabling access to the definitions from the list.

20. The non-transitory computer-readable storage medium of claim 19 , wherein using the metadata to provide the glossary of terms related to the data model in the user interface further involves:
enabling access to the other terms related to other data models.

Assignees

• Intuit Inc

Inventors

• Fermum Olaf
• Mcconnico John Beck
• Dean David

Classifications

• G06T11/26 Primary

  Drawing of charts or graphs · CPC title

• G06T11/206 Primary

  Physics · mapped topic