IP Library Patent Application 16820911
Patent Application
App. No. 16/820,911

CROSS-ORGANIZATION WORKSHEET SHARING

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Quick Facts
Patent No.
US None
App. No.
16/820,911
Abstract

Cross-organization worksheet sharing including receiving, from a client, a data set configuration for a worksheet, wherein the data set configuration comprises permissions for a data set from a database stored on a cloud-based data warehouse managed by the client; generating worksheet metadata for the worksheet using the data set configuration; and in response to receiving, from a client system, a request for the worksheet: sending a database query to the cloud-based data warehouse, wherein the database query is generated using the worksheet metadata including the permissions for the data set; receiving, in response to the database query, the data set from the cloud-based data warehouse; and presenting, to the client system, the worksheet containing the data set using the data set configuration including limiting the presentation based on the permissions for the data set received from the client.

Claims (41)

1 . A method of cross-organization worksheet sharing, the method comprising:

receiving, from a client, a data set configuration for a worksheet, wherein the data set configuration comprises permissions for a data set from a database stored on a cloud-based data warehouse managed by the client;

generating worksheet metadata for the worksheet using the data set configuration; and

in response to receiving, from a client system, a request for the worksheet:

sending a database query to the cloud-based data warehouse, wherein the database query is generated using the worksheet metadata including the permissions for the data set;

receiving, in response to the database query, the data set from the cloud-based data warehouse; and

presenting, to the client system, the worksheet containing the data set using the data set configuration including limiting the presentation based on the permissions for the data set received from the client.

2 . The method of claim 1 , further comprising:

generating, for the client, an invoice for servicing the request for the worksheet from the client system.

3 . The method of claim 1 , wherein sending the database query to the cloud-based data warehouse comprises excluding a subset of the data set based on the permissions for the data set.

4 . The method of claim 1 , wherein sending the database query to the cloud-based data warehouse comprises verifying that the request for the worksheet is from an authenticated client system.

5 . The method of claim 1 , wherein the permissions describe at least one selected from a group consisting of excluding a subset of the data in the database query and removing a subset of the data from the worksheet presented to the client system.

6 . The method of claim 1 , wherein receiving the request for the worksheet from the client system comprises receiving the request via a webpage hosted by the client.

7 . The method of claim 1 , wherein the worksheet is a referencing worksheet linked from a data source worksheet created by the client.

8 . An apparatus for cross-organization worksheet sharing, the apparatus comprising a computer processor, a computer memory operatively coupled to the computer processor, the computer memory having disposed within it computer program instructions that, when executed by the computer processor, cause the apparatus to carry out the steps of:

receiving, from a client, a data set configuration for a worksheet, wherein the data set configuration comprises permissions for a data set from a database stored on a cloud-based data warehouse managed by the client;

generating worksheet metadata for the worksheet using the data set configuration; and

in response to receiving, from a client system, a request for the worksheet:

sending a database query to the cloud-based data warehouse, wherein the database query is generated using the worksheet metadata including the permissions for the data set;

receiving, in response to the database query, the data set from the cloud-based data warehouse; and

presenting, to the client system, the worksheet containing the data set using the data set configuration including limiting the presentation based on the permissions for the data set received from the client.

9 . The apparatus of claim 8 , wherein the computer program instructions further cause the apparatus to carry out the steps of:

generating, for the client, an invoice for servicing the request for the worksheet from the client system.

10 . The apparatus of claim 8 , wherein sending the database query to the cloud-based data warehouse comprises excluding a subset of the data set based on the permissions for the data set.

11 . The apparatus of claim 8 , wherein sending the database query to the cloud-based data warehouse comprises verifying that the request for the worksheet is from an authenticated client system.

12 . The apparatus of claim 8 , wherein the permissions describe at least one selected from a group consisting of excluding a subset of the data in the database query and removing a subset of the data from the worksheet presented to the client system.

13 . The apparatus of claim 8 , wherein receiving the request for the worksheet from the client system comprises receiving the request via a webpage hosted by the client.

14 . The apparatus of claim 8 , wherein the worksheet is a referencing worksheet linked from a data source worksheet created by the client.

15 . A computer program product for cross-organization worksheet sharing, the computer program product disposed upon a computer readable medium, the computer program product comprising computer program instructions that, when executed, cause a computer to carry out the steps of:

receiving, from a client, a data set configuration for a worksheet, wherein the data set configuration comprises permissions for a data set from a database stored on a cloud-based data warehouse managed by the client;

generating worksheet metadata for the worksheet using the data set configuration;

in response to receiving, from a client system, a request for the worksheet:

sending a database query to the cloud-based data warehouse, wherein the database query is generated using the worksheet metadata including the permissions for the data set;

receiving, in response to the database query, the data set from the cloud-based data warehouse; and

presenting, to the client system, the worksheet containing the data set using the data set configuration including limiting the presentation based on the permissions for the data set received from the client.

16 . The computer program product of claim 15 , wherein the computer program instructions further cause the computer to carry out the steps of:

generating, for the client, an invoice for servicing the request for the worksheet from the client system.

17 . The computer program product of claim 15 , wherein sending the database query to the cloud-based data warehouse comprises excluding a subset of the data set based on the permissions for the data set.

18 . The computer program product of claim 15 , wherein sending the database query to the cloud-based data warehouse comprises verifying that the request for the worksheet is from an authenticated client system.

19 . The computer program product of claim 15 , wherein the permissions describe at least one selected from a group consisting of excluding a subset of the data in the database query and removing a subset of the data from the worksheet presented to the client system.

20 . The computer program product of claim 15 , wherein receiving the request for the worksheet from the client system comprises receiving the request via a webpage hosted by the client.

Assignments (2)
SUPPLEMENT NO. 1 TO INTELLECTUAL PROPERTY SECURITY AGREEMENT Recorded Feb 23, 2026
From: SIGMA COMPUTING, INC.
To: JPMORGAN CHASE BANK, N.A.
Reel/Frame 074971/0863 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 17, 2020
From: GALE, JAMES L.; FRANTZ, JASON D.; SEIDEN, MAX H.; TRUONG, KENNETH; WOOLLEN, ROBERT C.
To: SIGMA COMPUTING, INC.
Reel/Frame 052135/0885 →