IP Library Granted Patent US 11,086,483
Granted Patent B2
US 11,086,483 · App. 15/941,944 · Granted Aug 10, 2021

Global filter

Inventor: Yuseung Kim (San Francisco, CA)
Assignee: salesforce.com, inc.
G06F3/0482G06F3/048G06F3/04817G06F3/04855G06F9/451
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Quick Facts
Patent No.
US 11,086,483
App. No.
15/941,944
Granted
Aug 10, 2021
Kind
B2
Abstract

Disclosed herein are system, method, and computer program product embodiments for using a global filter in an analytics interface. An embodiment operates by rendering a layout listing displayed and hidden filterable data sets. The embodiment renders a global filter tray accessible from the layout by tapping or clicking a global filter icon. The global filter tray displays a list of available filters offered for the filterable data sets. The embodiment applies a selected filter to refine both displayed filterable data sets and the hidden filterable data sets.

Claims (57)

1. A method, comprising:

determining, by one or more processors, a list of available filters applicable to widgets comprising one or more displayed widgets in a first dashboard and one or more hidden widgets in a second dashboard, wherein the widgets are configured to display filterable data;

retrieving, by the one or more processors, pre-configured presets associated with a viewing user and the list of available filters;

causing, by the one or more processors, display of the first dashboard, wherein the one or more hidden widgets are not immediately viewable in the first dashboard, and wherein the filterable data is initialized based on the pre-configured presets;

causing, by the one or more processors, display of a global filter tray in a separate layer in response to a selection of a global filter icon together with the one or more displayed widgets in the first dashboard, wherein the global filter tray displays the list of available filters, wherein the global filter tray is independently scrollable, and wherein changes to the first dashboard are presented to the viewing user responsive to updating the list of available filters;

in response to a selection of a filter applicable to both the one or more displayed widgets and the one or more hidden widgets from the list of available filters, applying, by the one or more processors, the selected filter to the widgets to concurrently refine the filterable data in both the one or more displayed widgets and the one or more hidden widgets;

in response to a navigation input, causing display of the second dashboard with the selected filter applied to the one or more hidden widgets, wherein the global filter icon and the global filter tray continue to be displayed with the first dashboard and the second dashboard.

2. The method of claim 1 , further comprising:

displaying, by the one or more processors, a number on the global filter icon, wherein the number is a number of filters in the list of available filters.

3. The method of claim 1 , further comprising:

receiving, by the one or more processors, a scrolling input within the global filter tray; and

scrolling, by the one or more processors, the global filter tray without adjusting the first dashboard or the second dashboard.

4. The method of claim 1 , further comprising:

hiding, by the one or more processors, the global filter tray when an input is received on the global filter icon and the global filter tray is currently displayed.

5. The method of claim 1 , further comprising:

displaying, by the one or more processors, the global filter tray when an input is received on the global filter icon and the global filter tray is currently hidden.

6. The method of claim 1 , further comprising:

parameterizing the pre-configured presets; and

causing one or more queries to execute using the parameterized pre-configured presets.

7. A system, comprising:

a memory; and

at least one processor coupled to the memory and configured to:

determine a list of available filters applicable to widgets comprising one or more displayed widgets in a first dashboard and one or more hidden widgets in a second dashboard, wherein the widgets are configured to display filterable data;

retrieve pre-configured presets associated with a viewing user and the list of available filters;

cause display of the first dashboard, wherein the one or more hidden widgets are not immediately viewable in the first dashboard, wherein the filterable data is initialized based on the pre-configured presets;

cause display of a global filter tray in a separate layer in response to a selection of a global filter icon together with the one or more displayed widgets in the first dashboard, wherein the global filter tray displays the list of available filters, wherein the global filter tray is independently scrollable, and wherein changes to the first dashboard are presented to the viewing user responsive to updating the list of available filters;

in response to a selection of a filter applicable to both the one or more displayed widgets and the one or more hidden widgets from the list of available filters, apply the selected filter to the widgets to concurrently refine the filterable data in both the one or more displayed widgets and the one or more hidden widgets;

in response to a navigation input, display the second dashboard with the selected filter applied to the one or more hidden widgets, wherein the global filter icon and the global filter tray continue to be displayed with the first dashboard and the second dashboard.

8. The system of claim 7 , wherein the at least one processor is further configured to:

display a number on the global filter icon, wherein the number is the number of filters in the list of available filters.

9. The system of claim 7 , wherein the at least one processor is further configured to:

receive a scrolling input within the global filter tray; and

scroll the global filter tray without adjusting the first dashboard or the second dashboard.

10. The system of claim 7 , wherein the at least one processor is further configured to:

hide the global filter tray when an input is received on the global filter icon and the global filter tray is currently displayed.

11. The system of claim 7 , wherein the at least one processor is further configured to:

display the global filter tray when an input is received on the global filter icon and the global filter tray is currently hidden.

12. The system of claim 7 , the at least one processor further configured to:

parameterize the pre-configured presets; and

cause one or more queries to execute using the parameterized pre-configured presets.

13. A non-transitory computer-readable device having instructions stored thereon that, when executed by at least one computing device, causes the at least one computing device to perform operations comprising:

determining a list of available filters applicable to widgets comprising one or more displayed widgets in a first dashboard and one or more hidden widgets in a second dashboard, wherein the widgets are configured to display filterable data;

retrieving pre-configured presets associated with a viewing user and the list of available filters;

causing display of the first dashboard, wherein the one or more hidden widgets are not immediately viewable in the first dashboard, and wherein the filterable data is initialized based on the pre-configured presets;

causing display of a global filter tray in a separate layer in response to a selection of a global filter icon together with the one or more displayed widgets in the first dashboard wherein the global filter tray displays the list of available filters, wherein the global filter tray is independently scrollable, and wherein changes to the first dashboard are presented to the viewing user responsive to updating the list of available filters;

in response to selection of a filter from the list of available filters, applying the selected filter to the widgets to concurrently refine the filterable data in the one or more displayed widgets and the one or more hidden widgets;

in response to a navigation input, causing display of the second dashboard with the selected filter applied to the one or more hidden widgets, wherein the global filter icon and the global filter tray continue to be displayed with the first dashboard and the second dashboard.

14. The non-transitory computer-readable device of claim 13 , further comprising:

displaying a number on the global filter icon, wherein the number is the number of filters in the list of available filters.

15. The non-transitory computer-readable device of claim 13 , the operations further comprising:

receiving a scrolling input within the global filter tray; and

scrolling the global filter tray without adjusting the first dashboard or the second dashboard.

16. The non-transitory computer-readable device of claim 13 , the operations further comprising:

hiding the global filter tray when an input is received on the global filter icon and the global filter tray is currently displayed.

17. The non-transitory computer-readable device of claim 13 , the operations further comprising:

parameterizing the pre-configured presets; and

causing one or more queries to execute using the parameterized pre-configured presets.

Assignments (2)
CHANGE OF NAME Recorded Dec 18, 2024
From: SALESFORCE.COM, INC.
To: SALESFORCE, INC.
Reel/Frame 069717/0333 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded May 16, 2019
From: KIM, YUSEUNG
To: SALESFORCE.COM, INC.
Reel/Frame 049201/0707 →
Continuity (1)
Related Publication 20190302969A1 · Oct 3, 2019