IP Library › Granted Patent US 10,204,150

Granted Patent B2

US 10,204,150 · App. 14/222,239 · Granted Feb 12, 2019

Simplified hierarchy definition for multidimensional data analysis

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Quick Facts

Patent No.: US 10,204,150
App. No.: 14/222,239
Granted: Feb 12, 2019
Kind: B2

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Abstract

Techniques are described for allowing a user to define hierarchical relationships for a multidimensional data model without assistance from a data administrator. The hierarchical relationships can be stored as on the client device as part of report metadata so that they are customizable by the client. A graphical user interface is also described for generating reports using a reporting tool. Through move and select operations, a report along with its underlying hierarchical relationships can be customized by the client.

Claims (73)

1. A computer implemented system comprising:

one or more computer processors; and

a non-transitory computer-readable storage medium comprising instructions, that when executed, control the one or more computer processors of a client to be configured for:

providing a first window configured to present a library containing variables belonging to a multidimensional data model stored in a remote server;

providing a second window configured to present one or more variables from the library that are used in a report on the multidimensional data model, the report having report metadata stored on the client as a hierarchy table defining hierarchical relationships between the one or more variables, wherein the report metadata includes a field in the hierarchy table differentiating a hierarchical relationship as predefined in the multidimensional data model;

detecting a move operation to move a first variable from the first window to the second window;

updating the report metadata to include the first variable in response to detecting the move operation;

based upon the field, querying the remote server for the hierarchical relationship predefined in the multidimensional data model;

updating the first window to remove a different variable violating the hierarchical relationship in the report metadata;

updating the library in the first window to display only variables which establish the hierarchical relationship within the report metadata;

wherein the updating the report metadata, the updating the first window, and the updating the library comprises:

transmitting, by the one or more computer processors of the client, a query to the remote database server to request aggregated database data, the query including a query expression based upon the hierarchy table; and

receiving, by the one or more computer processors of the client, a data set from the remote database server in response to the query.

2. The computer implemented system of claim 1 , wherein updating the report metadata comprises establishing a hierarchical relationship between the first variable and a second variable in the report metadata when the first variable is moved to a location in the second window that overlaps the second variable.

3. The computer implemented system of claim 2 , wherein establishing the hierarchical relationship comprises:

determining that the multidimensional data model includes a relationship between the first variable and the second variable; and

setting the hierarchical relationship based on the relationship.

4. The computer implemented system of claim 1 , the method further comprising:

providing a chart of the report that corresponds with the second variable in a third window;

detecting a selection of a chart element within the chart that corresponds to a value of the second variable;

identifying the first variable as a child to the second variable based on the report metadata; and

replacing the chart with another chart that corresponds with the first variable filtered according to the value of the second variable.

5. The computer implemented system of claim 1 , the method further comprising:

detecting a selection of the second variable in the second window; and

providing a chart of the report that corresponds with the second variable in a third window.

6. A computer-implemented method comprising:

providing, by a client processor, a first window configured to present a library containing variables belonging to a multidimensional data model stored in a remote server;

providing, by the processor, a second window configured to present one or more variables from the library that are used in a report on the multidimensional data model, the report having report metadata stored on a client as a hierarchy table defining hierarchical relationships between the one or more variables, wherein the report metadata includes a field in the hierarchy table differentiating a hierarchical relationship as predefined in the multidimensional data model;

detecting, by the client processor, a move operation to move a first variable from the first window to the second window;

updating, by the client processor, the report metadata to include the first variable in response to detecting the move operation;

based upon the field, querying the remote server for the hierarchical relationship predefined in the multidimensional data model;

updating, by the client processor, the first window to remove a different variable violating the hierarchical relationship in the report metadata;

updating, by the client processor, the library in the first window to display only variables which establish the hierarchical relationship within the report metadata;

wherein the updating the report metadata, the updating the first window, and the updating the library comprises:

transmitting, by the client processor, a query to the remote database server to request aggregated database data, the query including a query expression based upon the hierarchy table; and

receiving, by the client processor, a data set from the remote database server in response to the query.

7. The computer-implemented method of claim 6 , wherein updating the report metadata comprises establishing, by the processor, a hierarchical relationship between the first variable and a second variable in the report metadata when the first variable is moved to a location in the second window that overlaps the second variable.

8. The computer-implemented method of claim 7 , wherein establishing the hierarchical relationship comprises:

determining, by the processor, that the multidimensional data model includes a relationship between the first variable and the second variable; and

setting, by the processor, the hierarchical relationship based on the relationship.

9. The computer-implemented method of claim 6 , the method further comprising:

providing, by the processor, a chart of the report that corresponds with the second variable in a third window;

detecting, by the processor, a selection of a chart element within the chart that corresponds to a value of the second variable;

identifying, by the processor, the first variable as a child to the second variable based on the report metadata; and

replacing, by the processor, the chart with another chart that corresponds with the first variable filtered according to the value of the second variable.

10. The computer-implemented method of claim 6 , the method further comprising:

detecting, by the processor, a selection of the second variable in the second window; and

providing, by the processor, a chart of the report that corresponds with the second variable in a third window.

11. The computer-implemented method of claim 6 , wherein the first variable includes a predefined hierarchy with a third variable and wherein the report metadata tracks the predefined hierarchy.

12. A non-transitory computer readable storage medium storing one or more programs, the one or more programs comprising instructions for a client processor, wherein the client processor executes the instructions to cause the client processor to perform a method comprising:

providing a first window configured to present a library containing variables belonging to a multidimensional data model stored in a remote server;

providing a second window configured to present one or more variables from the library that are used in a report on the multidimensional data model, the report having report metadata stored on a client as a hierarchy table defining hierarchical relationships between the one or more variables, wherein the report metadata includes a field in the hierarchy table differentiating a hierarchical relationship as predefined in the multidimensional data model;