IP Library Granted Patent US 9,727,836
Granted Patent B2
US 9,727,836 · App. 14/160,843 · Granted Aug 8, 2017

Systems and methods for generating data visualization dashboards

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Quick Facts
Patent No.
US 9,727,836
App. No.
14/160,843
Granted
Aug 8, 2017
Kind
B2
Abstract

An aspect of the technology described relates to a dashboard creation system for generating dashboards displaying key performance indicator (KPI) information. The dashboard creation system includes: a business database comprising a plurality of business values; an intermediate table comprising intermediate data; and at least one KPI record. In some implementations, the intermediate data includes: an intermediate value corresponding to a selected plurality of the business values; and an intermediate link identifying the corresponding selected plurality of business values. Also, the KPI record may include: a KPI value corresponding to the intermediate value; a KPI link corresponding to the intermediate link and identifying the corresponding selected plurality of the business values; and a KPI format corresponding to a desired graphical format for depicting the KPI value. A processor may be provided to render the KPI value in the KPI format.

Claims (17)

1. A dashboard creation system for generating dashboards displaying on a display key performance indicator information, the dashboard creation system comprising:

(a) a business database comprising a plurality of business values;

(b) an intermediate table comprising intermediate data, wherein the intermediate data comprises:

(i) a plurality of intermediate values, wherein each intermediate value:

1. corresponds to a selected plurality of the business values, and

2. comprises a summary value corresponding to an analysis of the selected plurality of business values,

and

(ii) for each intermediate value a corresponding intermediate link identifying the selected plurality of business values corresponding to such intermediate value, wherein each intermediate link comprises a summary link identifying at least one analytical procedure for producing the corresponding summary value;

(c) at least one key performance indicator record comprising:

(i) a plurality of key performance indicator values, wherein each key performance indicator value corresponds to one of the intermediate values,

(ii) for each key performance value, a key performance indicator link corresponding to the intermediate link for the corresponding one of the intermediate values, and

(iii) for each key performance indicator value, a key performance indicator format corresponding to a desired graphical format for depicting such key performance indicator value; and

(d) a processor configured to render the key performance indicator value in the key performance indicator format for display on the display.

2. The dashboard creation system of claim 1 , wherein the intermediate link comprises a summary link identifying at least one analytical procedure for producing the summary value.

3. The dashboard creation system of claim 1 , further comprising the display.

4. The dashboard creation system of claim 1 , further configured to communicate the key performance indicator value and the key performance format to a drawing application configured to render on the display the key performance indicator value in the key performance format.

5. The system of claim 1 further comprising a drawing application operative on the processor.

Assignments (3)
CHANGE OF NAME Recorded Jun 8, 2023
From: SIMBA TECHNOLOGIES INCORPORATED
To: INSIGHTSOFTWARE INTERNATIONAL, INC.
Reel/Frame 063892/0049 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Apr 6, 2023
From: DUNDAS DATA VISUALIZATION, INC.
To: SIMBA TECHNOLOGIES, INC.
Reel/Frame 063246/0259 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 22, 2014
From: MARCHAND, TROY A.; BHAVNANI, RAVINDAR A.; DOBRIN, ADRIAN SERBAN; SHEFLIN, TERRENCE EUGENE; SIKLOS, ROBERT E.
To: DUNDAS DATA VISUALIZATION, INC.
Reel/Frame 032017/0332 →