IP Library Patent Application 14197510
Patent Application
App. No. 14/197,510

Systems and Methods for Interest-Driven Business Intelligence Systems Including Segment Data

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Quick Facts
Patent No.
US None
App. No.
14/197,510
Abstract

Systems and methods for interest-driven business intelligence systems including segment data in accordance with embodiments of the invention are illustrated. In one embodiment, an interest-driven data visualization system includes a processor and a memory wherein an interest-driven data visualization application configures the processor to define reporting data requirements, including at least one piece of reporting data metadata, generate data retrieval job data, transmit the data retrieval job data to an interest-driven business intelligence server system, receive source data from the interest-driven business intelligence server system, create at least one piece of reporting data using the received source data, the data description metadata, and the reporting data metadata, and generate a set of segment data based on the reporting data, where a piece of segment data in the set of segment data includes a subset of the reporting data.

Claims (107)

1 . An interest-driven data visualization system, comprising:

a processor; and

a memory connected to the processor and configured to store an interest-driven data visualization application;

wherein the interest-driven data visualization application configures the processor to:

define reporting data requirements, where the reporting data requirements comprise at least one piece of reporting data metadata;

generate data retrieval job data based on the at least one piece of reporting data metadata in the reporting data requirements and the data description metadata;

transmit the data retrieval job data to an interest-driven business intelligence server system;

receive source data from the interest-driven business intelligence server system, where the source data is generated based on raw data and metadata describing the raw data;

create at least one piece of reporting data using the received source data, the data description metadata, and the reporting data metadata; and

generate a set of segment data based on the reporting data, where a piece of segment data in the set of segment data comprises a subset of the reporting data.

2 . The interest-driven data visualization system of claim 1 , wherein the source data comprises data selected from the group consisting of aggregate data and event-oriented data.

3 . The interest-driven data visualization system of claim 1 , wherein the interest-driven data visualization application further configures the processor to:

associate visualization metadata with the segment data, where the visualization metadata describes the visual appearance of the at least one piece of segment data; and

generate a report using the at least one piece of segment data and the visualization metadata, where the generated report is configured to be displayed using a display device.

4 . The interest-driven data visualization system of claim 1 , wherein the interest-driven data visualization application configures the processor to:

generate supplemental data retrieval job data identifying additional source data;

transmit the supplemental data retrieval job data to the interest-driven business intelligence server system;

receive supplemental source data from the interest-driven business intelligence server system;

update at least one piece of the at least one piece of reporting data using the supplemental source data, the data description metadata, and the reporting data metadata; and

generate at least one piece of updated segment data in the set of segment data based on the updated reporting data.

5 . The interest-driven data visualization system of claim 4 , wherein the interest-driven data visualization application further configures the processor to generate an updated report using the at least one piece of updated segment data and the visualization metadata, where the generated report is configured to be displayed using a display device.

6 . The interest-driven data visualization system of claim 1 , wherein the interest-driven data visualization application further configures the processor to:

identify common data between a plurality of pieces of segment data within the set of segment data; and

generate a set of composite segment data comprising a portion of the pieces of segment data sharing the identified common data.

7 . The interest-driven data visualization system of claim 6 , wherein the interest-driven data visualization application further configures the processor to:

associate visualization metadata with the composite segment data, where the visualization metadata describes the visual appearance of the at least one piece of composite segment data; and

generate a composite segment report based on the at least one piece of composite segment data and the visualization metadata, where the composite segment report is configured to be displayed using a display device.

8 . The interest-driven data visualization system of claim 1 , wherein the interest-driven data visualization application configures the processor to generate a set of segment data by:

identifying segment grouping data based on the reporting data metadata and the reporting data; and

grouping the reporting data based on the segment grouping data.

9 . The interest-driven data visualization system of claim 1 , wherein the segment grouping data identifies at least one dimension within the reporting data.

10 . The interest-driven data visualization system of claim 8 , wherein:

the segment data comprises a subset of the reporting data having at least one dimension satisfying a portion of the segment grouping data; and

the segment grouping data identifies a set of data within the reporting data selected from the group consisting of dimension data and fact data.

11 . The interest-driven data visualization system of claim 8 , wherein the interest-driven data visualization application further configures the processor to generate a set of segment data by:

determining filter data, where the filter data identifies a portion of the reporting data; and

filtering the reporting data utilized in the grouping of the reporting data based on the segment grouping data.

12 . The interest-driven data visualization system of claim 8 , wherein the interest-driven data visualization application further configures the processor to generate a set of segment data by:

creating segment data metadata describing the desired segment data, where the segment data metadata comprises the segment grouping data;

creating segment data request data comprising the segment data metadata;

transmitting the segment data request data to an interest-driven business intelligence server system; and

obtaining the segment data from the interest-driven business intelligence server system.

13 . The interest-driven data visualization system of claim 1 , wherein the interest-driven data visualization application further configures the processor to:

identify at least one piece of segment data in the set of segment data;

generate segment data retrieval job data based on the at least one piece of segment data;

transmit the segment data retrieval job data to the interest-driven business intelligence server system;

obtain additional source data corresponding to the segment data retrieval job data; and

generate segment reporting data based on the additional source data.

14 . An interest-driven business intelligence system, comprising:

raw data storage configured to contain raw data and perform extract, transform, and load (ETL) processes, where the raw data comprises unstructured data;

a data mart configured to contain metadata that describes the raw data; and

an intermediate processing layer;

wherein the intermediate processing layer is configured to automatically:

generate metadata describing the raw data;

derive reporting data requirements from at least one report specification based on the metadata; and

compile an interest-driven data pipeline based upon the reporting data requirements; and

wherein compiling the interest-driven data pipeline comprises:

generating ETL processing jobs to generate source data from the raw data by:

filtering the raw data using the structure of the raw data;

applying transformations to the raw data based on the structure of the raw data; and

storing the source data in the data mart; and

generate a set of segment data based on segment data metadata and the generated source data.

15 . The interest-driven business intelligence system of claim 14 , wherein the source data comprises data selected from the group consisting of aggregate data and event-oriented data.

16 . The interest-driven business intelligence system of claim 14 , wherein the intermediate processing layer is further configured to:

generate supplemental source data utilizing the interest-driven data pipeline; and

generate at least one piece of updated segment data in the set of segment data based on the segment data metadata and the supplemental source data.

17 . The interest-driven business intelligence system of claim 14 , wherein the intermediate processing layer is further configured to:

identify common data between a plurality of pieces of segment data within the set of segment data; and

generate a set of composite segment data comprising a portion of the pieces of segment data sharing the identified common data.

18 . The interest-driven business intelligence system of claim 14 , wherein the intermediate processing layer is further configured to generate a set of segment data by:

identifying segment grouping data based on the segment data metadata; and

grouping the source data based on the segment grouping data.

19 . The interest-driven business intelligence system of claim 18 , wherein the segment grouping data identifies at least one dimension within the source data.

20 . The interest-driven business intelligence system of claim 18 , wherein:

the segment data comprises a subset of the reporting data having at least one dimension satisfying a portion of the segment grouping data; and

the segment grouping data identifies a set of data within the reporting data selected from the group consisting of dimension data and fact data.

21 . The interest-driven business intelligence system of claim 18 , wherein the intermediate processing layer is further configured to generate a set of segment data by:

determining filter data, where the filter data identifies a portion of source data; and

filtering the source data utilized in the grouping of the source data based on the segment grouping data.

22 . The interest-driven business intelligence system of claim 14 , wherein the intermediate processing layer is further configured to:

obtain segment data request data, where the segment data request data comprises segment data metadata comprising segment grouping data; and

generate the set of segment data based on the segment data metadata and the source data present in the data mart.

23 . The interest-driven business intelligence system of claim 22 , wherein the intermediate processing layer is further configured to:

identify additional source data based on the segment data metadata, where the additional source data is not present in the data mart;

generate ETL processing jobs to generate the additional source data;

obtaining the additional source data by transmitting the generated ETL processing jobs to the raw data storage; and

generating at least one piece of segment data in the set of segment data based on the additional source data.

24 . The interest-driven business intelligence system of claim 22 , wherein:

the segment data request data further comprises filtering data; and

the intermediate processing layer is further configured to filter the source data utilized in the generation of the set of segment data based on the filtering data.

25 . The interest-driven business intelligence system of claim 22 , wherein:

the segment data request data further comprises metadata identifying an interest-driven data visualization system; and

the intermediate processing layer is further configured to transmit the generated segment data to the identified interest-driven data visualization system.

26 . The interest-driven business intelligence system of claim 14 , wherein the intermediate processing layer is further configured to:

obtain segment data retrieval job data, where the segment retrieval job data identifies at least one piece of segment data;

identify additional source data based on the segment data metadata and the source data contained within the data mart;

when the additional source data is not present in the data mart:

generate ETL processing jobs to generate the additional source data; and

obtain the additional source data by transmitting the generated ETL processing jobs to the raw data storage; and

generate at least one piece of source data based on the segment data retrieval job data and the additional source data.

27 . A method for creating interest-driven data visualizations with segment data, comprising:

defining reporting data requirements using an interest-driven data visualization system, where the reporting data requirements comprise at least one piece of reporting data metadata;

generating data retrieval job data based on the at least one piece of reporting data metadata in the reporting data requirements and the data description metadata using the interest-driven data visualization system;

transmitting the data retrieval job data to an interest-driven business intelligence server system using the interest-driven data visualization system;

receiving source data from the interest-driven business intelligence server system using the interest-driven data visualization system, where the source data is generated based on raw data and metadata describing the raw data;

creating at least one piece of reporting data based on the received source data, the data description metadata, and the reporting data metadata using the interest-driven data visualization system; and

generating a set of segment data based on the reporting data using the interest-driven data visualization system, where a piece of segment data in the set of segment data comprises a subset of the reporting data.

Assignments (2)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 22, 2016
From: PLATFORA, INC.
To: WORKDAY, INC.
Reel/Frame 039836/0201 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 16, 2014
From: SCHUSTER, JOHN; WERTHER, BENJAMIN MARK; BABCOCK, BRIAN; BEYER, KEVIN SCOTT; BROWN, HANS-FREDERICK; KANNE, CARL-CHRISTIAN; RHIM, JENN; SCHLAMPP, PETER
To: PLATFORA, INC.
Reel/Frame 032917/0120 →