IP Library Granted Patent US 12,141,175
Granted Patent B2
US 12,141,175 · App. 16/730,147 · Granted Nov 12, 2024

System and method for dossier creation with free-form layout

Inventors: Zhili Cheng (Dunn Loring, VA); Keng-Fu Chu (Fairfax, VA); Alejandro Olvera Velasco (Falls Church, VA); Jeffrey Courcelle (Herndon, VA)
Assignee: MICROSTRATEGY INCORPORATED
G06F16/287G06F16/2428G06F16/248G06F16/26
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Quick Facts
Patent No.
US 12,141,175
App. No.
16/730,147
Granted
Nov 12, 2024
Kind
B2
Abstract

A method (and system) includes retrieving a dataset from a database creating a report including a graphical representation of the dataset, the graphical representation of the dataset including a freely positionable and scalable data container and displaying the report on a graphical user interface. The report has a free-form layout in which each container is freely positionable and is freely scalable such that a change in size and/or location of one container does not affect a size and/or location of any other container in the report.

Claims (41)

1. A computer-implemented method, comprising:

retrieving data from a database, the data having a data structure;

generating, by a processor with input from a user, a report including a graphical representation of the data, the graphical representation of the data including a plurality of data containers, the user being enabled to freely position and set a size of each of the plurality of data containers; and

displaying the report on a graphical user interface,

wherein the plurality of data containers is configured to be layered on top of each other to form a single interactive visualization containing information from each of the plurality of data containers such that the user can interact with data from each of said plurality of data containers and simultaneously view the information from each of the plurality of data containers in the single interactive visualization,

wherein a first data container of the plurality of data containers includes a first visualization having a plurality of first user-selectable portions and a second data container of the plurality of data containers includes a second visualization having a plurality of second user-selectable portions,

wherein each of the plurality of first user-selectable portions corresponds to one of the plurality of second user-selectable portions in a one-to-one relationship,

wherein the user is enabled to move the plurality of data containers by dragging the plurality of data containers,

wherein, upon the user dragging one or more of the plurality of data containers, guides are automatically displayed to assist the user when moving the one or more of the plurality of data containers, the guides separately comprising a vertical alignment line and a horizontal alignment line, the vertical alignment line and the horizontal alignment line configured to detect alignment with respect to an entirety of the report and/or another data container to guide the user to center the first data container with respect to the second data container,

wherein the plurality of data containers is configured to be overlapped, and

wherein, when the report is created, containers, of the plurality of data containers, that overlap preserve their relative position and size and remain overlapped while containers, of the plurality of data containers, that do not overlap are automatically, without user intervention, arranged in a vertical, scrollable stack.

2. A non-transitory computer processor-readable storage medium storing instructions configured for execution by a computer to perform the method recited in claim 1 .

3. The method according to claim 1 , wherein the user is enabled to freely position and set the size of each of the plurality of data containers, independently from the position and size of other containers of the plurality of data containers.

4. The method according to claim 1 , wherein the user is enabled to group one or more of the plurality of data containers.

5. The method according to claim 1 , wherein the user is enabled to change the size of one of the plurality of data containers without effecting the size of other data containers.

6. The method according to claim 1 , wherein the user is enabled to move the plurality of data containers along a z-axis, a y-axis and an x-axis.

7. The method according to claim 1 , wherein each of the plurality of data containers includes an individual visualization, and

wherein when the data containers are layered on top of each other, the individual visualizations from the plurality of data containers are superimposed to form the single interactive visualization.

8. The method according to claim 1 , wherein the guides guide the user without setting the containers in place.

9. The method according to claim 1 , wherein the guides automatically appear as the user drags the one or more containers of the plurality of data containers.

10. A computer-implemented system, comprising:

a database storing data, the data having a data structure;

a processor configured to generate, with user input, a report including a graphical representation of the data, the graphical representation of the dataset including a plurality of data containers, such that the processor is configured to enable the user to freely position and set a size of the plurality of data containers; and

a graphical user interface configured to display the report,

wherein the plurality of data containers is configured to be layered on top of each other to form a single interactive visualization containing information from each of the plurality of data containers such that the user can interact with data from each of said plurality of data containers and simultaneously view the information from each of the plurality of data containers in the single interactive visualization,

wherein a first data container of the plurality of data containers includes a first visualization having a plurality of first user-selectable portions and a second data container of the plurality of data containers includes a second visualization having a plurality of second user-selectable portions,

wherein each of the plurality of first user-selectable portions corresponds to one of the plurality of second user-selectable portions in a one-to-one relationship,

wherein the user is enabled to move the plurality of data containers by dragging the plurality of data containers,

wherein, upon the user dragging one or more of the plurality of data containers, guides are automatically displayed to assist the user when moving the one or more of the plurality of data containers, the guides separately comprising a vertical alignment line and a horizontal alignment line, the vertical alignment line and the horizontal alignment line configured to detect alignment with respect to an entirety of the report and/or another data container to guide the user to center the first data container with respect to the second data container,

wherein the plurality of data containers is configured to be overlapped, and

wherein, when the report is created, containers, of the plurality of data containers, that overlap preserve their relative position and size and remain overlapped while containers, of the plurality of data containers, that do not overlap are automatically, without user intervention, arranged in a vertical, scrollable stack.

11. A computer-implemented method, comprising:

retrieving data from a database, the data having a data structure;

generating, by a processor with input from a user, a report including a graphical representation of the data, the graphical representation of the data including a plurality of data containers, the user being enabled to freely position and set a size of each of the plurality of data containers, the report being generated on a first device of a first size and being configured to be viewed on a second device of a size smaller than the first size;

during said generating the report, overlapping some of the plurality of data containers on top of each other to form a single interactive visualization containing information from each of the plurality of data containers such that the user can interact with data from each of said plurality of data containers and simultaneously view the information from each of the plurality of data containers in the single interactive visualization;

displaying the report on a graphical user interface of the first device; and

after said generating the report, automatically formatting the report to be displayed on the second device, wherein, when the report is displayed on the second device, containers, of the plurality of data containers, that overlap preserve their relative position and size and remain overlapped while containers, of the plurality of data containers, that do not overlap are automatically, without user intervention, arranged in a vertical, scrollable stack.

12. The method according to claim 11 , wherein a first data container of the plurality of data containers includes a first visualization having a plurality of first user-selectable portions and a second data container of the plurality of data containers includes a second visualization having a plurality of second user-selectable portions.

13. The method according to claim 12 , wherein each of the plurality of first user-selectable portions corresponds to one of the plurality of second user-selectable portions in a one-to-one relationship.

14. The method according to claim 11 , wherein the user is enabled to move the plurality of data containers by dragging the plurality of data containers, and

wherein, upon the user dragging one or more of the plurality of data containers, guides are automatically displayed to assist the user when moving the one or more of the plurality of data containers, the guides separately comprising a vertical alignment line and a horizontal alignment line, the vertical alignment line and the horizontal alignment line configured to detect alignment with respect to an entirety of the report and/or another data container to guide the user to center the first data container with respect to the second data container.

Assignments (3)
TERMINATION AND RELEASE OF PATENT SECURITY AGREEMENT AT REEL/FRAME: 056647/0687, REEL/FRAME: 057435/0023, REEL/FRAME: 059256/0247, REEL/FRAME: 062794/0255 AND REEL/FRAME: 066663/0713 Recorded Sep 26, 2024
From: U.S. BANK TRUST COMPANY, NATIONAL ASSOCIATION, AS SUCCESSOR IN INTEREST TO U.S. BANK NATIONAL ASSOCIATION, IN ITS CAPACITY AS COLLATERAL AGENT FOR THE SECURED PARTIES
To: MICROSTRATEGY INCORPORATED; MICROSTRATEGY SERVICES CORPORATION
Reel/Frame 069065/0539 →
SECURITY INTEREST Recorded Jun 22, 2021
From: MICROSTRATEGY INCORPORATED
To: U.S. BANK NATIONAL ASSOCIATION, AS COLLATERAL AGENT
Reel/Frame 056647/0687 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 28, 2020
From: CHENG, ZHILI; CHU, KENG-FU; VELASCO, ALEJANDRO OLVERA; COURCELLE, JEFFREY
To: MICROSTRATEGY INCORPORATED
Reel/Frame 051959/0082 →