IP Library Patent Application 13758730
Patent Application
App. No. 13/758,730

METHODS AND SYSTEMS FOR CORPORATE PERFORMANCE MANAGEMENT

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Quick Facts
Patent No.
US None
App. No.
13/758,730
Abstract

A computing module and method for corporate performance management (CPM) is disclosed. A spreadsheet is determined for inclusion in a CPM software application. Dimensional members associated with the spreadsheet are captured, and hierarchies associated with the spreadsheet based on the captured dimensional members and formulas in the spreadsheet are determined. A spreadsheet template associated with the spreadsheet is determined and data from the spreadsheet is obtained. The spreadsheet template, dimensional members, hierarchies, and data are then published into the CPM software application.

Claims (61)

1 . A method comprising:

determining, by a computing device, a spreadsheet for inclusion in a Corporate Performance Management (CPM) software application;

capturing, by the computing device, dimensional members associated with the spreadsheet; and

determining, by the computing device, hierarchies associated with the spreadsheet based on the captured dimensional members and formulas in the spreadsheet.

2 . The method of claim 1 wherein the determining of the spreadsheet further comprises receiving, by the computing device, the spreadsheet from a user.

3 . The method of claim 1 wherein the capturing of the dimensional members further comprises receiving, by the computing device, a selection of a range of cells in the spreadsheet.

4 . The method of claim 3 further comprising determining if the range of cells is in a single column in the spreadsheet.

5 . The method of claim 4 wherein the determining of the hierarchies further comprises determining a hierarchy based on repeat spreadsheet formulas in a column if the range of cells is in multiple columns.

6 . The method of claim 4 wherein the determining of the hierarchies further comprises determining a hierarchy based on repeat spreadsheet formulas in a row if the range of cells is in the single column.

7 . The method of claim 1 further comprising enabling, by the computing device, editing of the dimensional members and hierarchies.

8 . The method of claim 1 further comprising obtaining, by the computing device, data from the spreadsheet.

9 . A method comprising:

capturing, by a computing device, a spreadsheet template associated with a spreadsheet; and

publishing, by the computing device, the spreadsheet template, dimensional members, hierarchies, and data into a Corporate Performance Management (CPM) software application.

10 . The method of claim 9 wherein the capturing of the spreadsheet template further comprises receiving, by the computing device, a selection of the spreadsheet template.

11 . The method of claim 9 wherein the capturing of the spreadsheet template further comprises receiving, by the computing device, a selection of a range of cells in the spreadsheet.

12 . The method of claim 11 further comprising capturing, by the computing device, a data range based on an intersection of row ranges and column ranges.

13 . The method of claim 12 further comprising capturing, by the computing device, data, formula, and format in the data range.

14 . The method of claim 9 further comprising determining, by the computing device, the spreadsheet for inclusion in the CPM software application.

15 . The method of claim 9 further comprising capturing, by the computing device, dimensional members associated with the spreadsheet.

16 . The method of claim 15 further comprising determining, by the computing device, hierarchies associated with the spreadsheet based on the captured dimensional members and formulas in the spreadsheet.

17 . The method of claim 9 further comprising obtaining, by the computing device, data from the spreadsheet.

18 . A computing device comprising:

a processor;

a storage medium for tangibly storing thereon program logic for execution by the processor, the program logic comprising:

spreadsheet determining logic executed by the processor for determining a spreadsheet for inclusion in a Corporate Performance Management (CPM) software application;

dimensional member capturing logic executed by the processor for capturing dimensional members associated with the spreadsheet; and

hierarchy determining logic executed by the processor for determining hierarchies associated with the spreadsheet based on the captured dimensional members and formulas in the spreadsheet.

19 . The computing device of claim 18 wherein the dimensional member capturing logic further comprises receiving logic for receiving a selection of a range of cells in the spreadsheet.

20 . The computing device of claim 19 further comprising determining logic for determining whether the range of cells is in a single column in the spreadsheet.

21 . The computing device of claim 20 wherein the hierarchy determining logic further comprises determining logic for determining a hierarchy based on repeat spreadsheet formulas in a column if the range of cells is in multiple columns.

22 . The computing device of claim 20 wherein the hierarchy determining logic further comprises determining logic for determining a hierarchy based on repeat spreadsheet formulas in a row if the range of cells is in the single column.

23 . The computing device of claim 18 further comprising data obtaining logic executed by the processor for obtaining data from the spreadsheet.

24 . A computing device comprising:

a processor;

a storage medium for tangibly storing thereon program logic for execution by the processor, the program logic comprising:

template capturing logic executed by the processor for capturing a spreadsheet template associated with a spreadsheet; and

publishing logic executed by the processor for publishing the spreadsheet template, dimensional members, hierarchies, and data into a Corporate Performance Management (CPM) software application.

25 . The computing device of claim 24 wherein the template capturing logic further comprises receiving logic for receiving a selection of a range of cells in the spreadsheet.

26 . The computing device of claim 25 further comprising data range capturing logic for capturing a data range based on an intersection of row ranges and column ranges.

27 . The computing device of claim 26 further comprising data capturing logic for capturing data, formula, and format in the data range.

28 . The computing device of claim 24 further comprising spreadsheet determining logic executed by the processor for determining the spreadsheet for inclusion in the CPM software application.

29 . The computing device of claim 24 further comprising dimensional member capturing logic executed by the processor for capturing dimensional members associated with the spreadsheet.

30 . The computing device of claim 29 further comprising hierarchy determining logic executed by the processor for determining hierarchies associated with the spreadsheet based on the captured dimensional members and formulas in the spreadsheet.

31 . A non-transitory computer readable storage medium tangibly storing computer program instructions capable of being executed by a computer processor, the computer program instructions defining the steps of:

determining, by the computer processor, a spreadsheet for inclusion in a Corporate Performance Management (CPM) software application;

capturing, by the computer processor, dimensional members associated with the spreadsheet; and

determining, by the computer processor, hierarchies associated with the spreadsheet based on the captured dimensional members and formulas in the spreadsheet.

32 . The non-transitory computer readable storage medium of claim 31 wherein the step of capturing of the dimensional members further comprises receiving, by the computer processor, a selection of a range of cells in the spreadsheet.

33 . The non-transitory computer readable storage medium of claim 32 further comprising determining if the range of cells is in a single column in the spreadsheet.

34 . The non-transitory computer readable storage medium of claim 33 wherein the determining of the hierarchies further comprises determining a hierarchy based on repeat spreadsheet formulas in a column if the range of cells is in multiple columns.

35 . The non-transitory computer readable storage medium of claim 33 wherein the determining of the hierarchies further comprises determining a hierarchy based on repeat spreadsheet formulas in a row if the range of cells is in the single column.

36 . The non-transitory computer readable storage medium of claim 32 further comprising obtaining, by the computer processor, data from the spreadsheet.

37 . A non-transitory computer readable storage medium tangibly storing computer program instructions capable of being executed by a computer processor, the computer program instructions defining the steps of:

capturing, by the computer processor, a spreadsheet template associated with a spreadsheet; and

publishing, by the computer processor, the spreadsheet template, dimensional members, hierarchies, and data into a Corporate Performance Management (CPM) software application.

38 . The non-transitory computer readable storage medium of claim 37 wherein the capturing of the spreadsheet template further comprises receiving, by the computer processor, a selection of a range of cells in the spreadsheet.

39 . The non-transitory computer readable storage medium of claim 38 further comprising capturing, by the computer processor, a data range based on an intersection of row ranges and column ranges.

40 . The non-transitory computer readable storage medium of claim 39 further comprising capturing, by the computer processor, data, formula, and format in the data range.

41 . The non-transitory computer readable storage medium of claim 37 further comprising capturing, by the computer processor, dimensional members associated with the spreadsheet.

42 . The non-transitory computer readable storage medium of claim 41 further comprising determining, by the computer processor, hierarchies associated with the spreadsheet based on the captured dimensional members and formulas in the spreadsheet.

Assignments (2)
SECURITY INTEREST Recorded Feb 27, 2015
From: HOST ANALYTICS, INC.
To: GOLUB CAPITAL, LLC
Reel/Frame 035056/0694 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 26, 2013
From: TAI, STEVE TAK-SHU; DEHMLER-BUCKLEY, BRYAN ALAN
To: HOST ANALYTICS, INC.
Reel/Frame 030087/0796 →