Systems and methods for mapping a value to a new domain

Patent metadata

Field	Value
Publication number	US-9864762-B2
Application number	US-201213360209-A
Country	US
Kind code	B2
Filing date	Jan 27, 2012
Priority date	Jun 23, 2011
Publication date	Jan 9, 2018
Grant date	Jan 9, 2018

Abstract

Source values are mapped to new user-defined categories. The new user-defined categories are stored in a new user-defined field. In an embodiment, a user-selection of an existing field is received. Based on a data type of the existing field, a specific mapping interface is displayed. The interface guides the user through specification of the new field and categories, and identification of the source values to map to the new categories.

First claim

What is claimed is:

1. A method comprising:
receiving, from a user, a selection of an existing report field from a plurality of report fields displayed in an existing report table, each of the report fields in the existing report table storing a plurality of source values, the plurality of source values for each of the report fields being associated with a record of a plurality of records in the existing report table;
prompting the user to input a name that will be used to identify a new user-created report field, wherein the new user-created report field will store a plurality of user-created target categories in the existing report table;
determining a data type of the plurality of source values stored in the selected report field;
providing a data type-specific mapping interface that is displayed to the user, the provided data type-specific mapping interface being specific to the determined data type of the plurality of source values;
receiving, from the user via the data type-specific mapping interface, a selection identifying a subset of the source values for mapping to a user-created target category of the plurality of user-created target categories stored in the new user-created report field;
prompting, via the data type-specific mapping interface, the user to input a name used to identify the user-created target category;
mapping each source value of the subset of source values to the user-created target category using the data type-specific mapping interface; and
updating the existing report table to include the new user-created report field, where each record of the plurality of records associated with the subset of the source values is also associated with the user-created target category.

2. The method of claim 1 wherein when the data type of the report field is determined to be numerical, the data type-specific mapping interface comprises a first text box, and a second text box,
wherein the first text box permits the user to input a numerical limit, the second text box permits the user to create the name of the user-created target category, and each source value of the subset of source values is to be one of greater than the numerical limit, or less than or equal to the numerical limit.

3. The method of claim 1 wherein when the data type of the report field is determined to be picklist, the data type-specific mapping interface comprises:
a listing of the plurality of source values; and the method further includes the step of
receiving a user-selection of the subset of source values from the listing that is to be mapped to the user-created target category.

4. The method of claim 1 wherein when the data type of the report field is determined to be text, the data type-specific mapping interface comprises:
a text box for the user to input at least one keyword, the method further comprising:
based on the at least one keyword, searching the plurality of source values;
returning a search result responsive to the at least one keyword; and
receiving a user-selection of the subset of source values from the search result that is to be mapped to the user-created target category.

5. The method of claim 1 comprising:
after the mapping each of the plurality of source values to the one or more user-created target categories, updating the report table; and
displaying the updated report table, the updated reported table comprising a first column and a second column, the first column comprises the report field and the plurality of source values stored in the report field, and the second column comprises the user-created report field and the plurality of user-created target categories stored in the user-created report field,
wherein before the updating a report table, the report table does not comprise the second column.

6. The method of claim 5 wherein the displaying the updated report table comprises:
generating a SQL statement at runtime for the second column.

7. A non-transitory machine-readable medium carrying one or more sequences of instructions, which instructions, when executed by one or more processors, cause the one or more processors to carry out the steps of:
receiving, from a user, a selection of an existing report field from a plurality of report fields displayed in an existing report table, each of the report fields in the existing report table storing a plurality of source values, the plurality of source values for each of the report fields being associated with a record of a plurality of records in the existing report table;
prompting the user to input a name that will be used to identify a new user-created report field, wherein the new user-created report field will store a plurality of user-created target categories in the existing report table;
determining a data type of the plurality of source values stored in the selected report field;
providing a data type-specific mapping interface that is displayed to the user, the provided data type-specific mapping interface being specific to the determined data type of the plurality of source values;
receiving, from the user via the data type-specific mapping interface, a selection identifying a subset of the source values for mapping to a user-created target category of the plurality of user-created target categories stored in the new user-created report field;
prompting, via the data type-specific mapping interface, the user to input a name used to identify the user-created target category;
mapping each source value of the subset of source values to the user-created target category using the data type-specific mapping interface; and
updating the existing report table to include the new user-created report field, where each record of the plurality of records associated with the subset of the source values is also associated with the user-created target category.

8. The non-transitory machine-readable medium of claim 7 wherein when the data type of the report field is determined to be numerical, the data type-specific mapping interface comprises a first text box, and a second text box,
wherein the first text box permits the user to input a numerical limit, the second text box permits the user to create the name of the user-created target category, and each source value of the subset of source values is to be one of greater than the numerical limit, or less than or equal to the numerical limit.

9. The non-transitory machine-readable medium of claim 7 wherein when the data type of the report field is determined to be picklist, the data type-specific mapping interface comprises:
a listing of the plurality of source values; and the instructions further cause the one or more processors to carry out the step of
receiving a user-selection of the subset of source values from the listing that is to be mapped to the user-created target category.

10. The non-transitory machine-readable medium of claim 7 wherein when the data type of the report field is determined to be text, the data type-specific mapping interface comprises:
a text box for the user to input at least one keyword, the instructions further causing the one or more processors to carry out the steps of:
based on the at least one keyword, searching the plurality of source values;
returning a search result responsive to the at least one keyword; and
receiving a user-selection of the subset of source values from the search result that is to be mapped to the user-created target category.

11. The non-transitory machine-readable medium of claim 7 comprising:
after the mapping each of the plurality of source values to the one or more user-created target categories, updating the report table; and
displaying the updated report table, the update

Assignees

• Koosel Marko
• Schneider Donovan
• Tang Michael
• Park David
• Salesforce Com Inc

Inventors

• Koosel Marko
• Schneider Donovan
• Tang Michael
• Park David

Classifications

• G06F16/211 Primary

  Schema design and management · CPC title

• G06F17/30292 Primary

  Physics · mapped topic