System and method for dossier creation with linking dossiers and context passing
A method (and system) includes retrieving a dataset from a database, creating a source report including a graphical representation of the dataset, the graphical representation of the dataset including a data container, displaying the report on a graphical user interface and creating a contextual link between the graphical representation of the dataset and another graphical representation of data within the report or within another separate report.
1. A computer-implemented method, comprising:
retrieving a dataset from a database;
creating a source report including a graphical representation of the dataset, the graphical representation of the dataset including a data container, and the graphical representation of the dataset comprising a source visualization;
displaying the source report on a graphical user interface of a computing device;
creating a contextual link between the graphical representation of the dataset and another graphical representation of data within the source report or within another separate report, the another graphical representation of data comprising an individually selected target visualization, the contextual link comprising a data filter set in the source visualization that is transferred to the individually selected target visualization when the contextual link is created, wherein a user is provided with two options for creating the contextual link including:
initiating the contextual link through a drop down menu; and
initiating the contextual link by selecting an image or a text box in the source report; and
displaying a user-selected create contextual link option, the create contextual link option comprising:
a dossier selection prompt configured to allow the user to browse and select a target report;
a page selection prompt configured to allow the user to select a specific page within the target report;
a tool tip prompt;
a choose prompt option including a list of user selectable prompt options configured to allow the user to select data to be linked and to interact with the data filter set, the list of user selectable prompt options comprising:
prompt user, which prompts the user to manually enter responses;
use a same answer from the source report in the target report;
use a selected object as a prompt answer;
use a default answer; and
ignore prompt; and
an answer prompt option that allows the user to determine how to answer each of the user selectable prompt options.
2. The method according to claim 1 , wherein said creating a contextual link comprises selecting the target report, the target report including the source report or a separate report.
3. The method according to claim 1 , wherein said creating the contextual link comprises setting whether to pass the data filter set in the source report to the target report.
4. The method according to claim 3 , wherein said setting whether to pass the data filter set comprises selecting one or more data filters from a list of selectable data filters.
5. The method according to claim 1 , further comprising displaying a link icon when the contextual link has been created.
6. The method according to claim 1 , wherein the data filter set in the source visualization is transferred to only the individually selected target visualization when the contextual link is created.
7. The method according to claim 1 , wherein the user is able to select which filter conditions from the data filter set are transferred to the individually selected target visualization.
8. The method according to claim 1 , further comprising, after the contextual link is created, displaying an edit contextual link option configured to allow the user to make changes to the existing contextual link.
9. The method according to claim 1 , further comprising preventing the source visualization from being linked to multiple target visualizations.
10. The method according to claim 1 , wherein, when the contextual link is created, data and filter conditions are transferred from the source visualization to the target visualization.
11. A non-transitory computer processor-readable storage medium storing instructions configured for execution by a computer for:
retrieving a dataset from a database;
creating a source report including a graphical representation of the dataset, the graphical representation of the dataset including a data container, and the graphical representation of the dataset comprising a source visualization;
displaying the source report on a graphical user interface;
creating a contextual link between the graphical representation of the dataset and another graphical representation of data within the source report or within another separate report, the another graphical representation of data comprises an individually selected target visualization, the contextual link comprising a data filter set in the source visualization that is transferred to the individually selected target visualization when the contextual link is created, wherein a user is provided with two options for creating the contextual link including:
initiating the contextual link through a drop down menu; and
initiating the contextual link by selecting an image or a text box in the source report; and
displaying a user-selected create contextual link option, the create contextual link option comprising:
a dossier selection prompt configured to allow the user to browse and select a target report;
a page selection prompt configured to allow the user to select a specific page within the target report;
a tool tip prompt;
a choose prompt option including a list of user selectable prompt options configured to allow the user to select data to be linked and to interact with the data filter set, the list of user selectable prompt options comprising:
prompt user, which prompts the user to manually enter responses;
use a same answer from the source report in the target report;
use a selected object as a prompt answer;
use a default answer; and
ignore prompt; and
an answer prompt option that allows the user to determine how to answer each of the user selectable prompt options.
12. A system, comprising:
a database storing a dataset;
a processor configured to:
create a source report including a graphical representation of the dataset, the graphical representation of the dataset including a data container, and the graphical representation of the dataset comprising a source visualization;
create a contextual link between the graphical representation of the dataset and another graphical representation of data within the source report or within another separate report, the another graphical representation of data comprises an individually selected target visualization, the contextual link comprising a data filter set in the source visualization that is transferred to the individually selected target visualization when the contextual link is created, wherein a user is provided with two options for creating the contextual link including:
initiating the contextual link through a drop down menu: and
initiating the contextual link by selecting an image or a text box in the source report; and
display a user-selected create contextual link option, the create contextual link option comprising:
a dossier selection prompt configured to allow a user to browse and select a target report;
a page selection prompt configured to allow the user to select a specific page within the target report;
a tool tip prompt;
a choose prompt option including a list of user selectable prompt options configured to allow the user to select data to be linked and to interact with the data filter set, the list of user selectable prompt options comprising:
prompt user, which prompts the user to manually enter responses;
use a same answer from the source report in the target report;
use a selected object as a prompt answer;
use a default answer; and
ignore prompt; and
an answer prompt option that allows the user to determine how to answer each of the user selectable prompt options; and
a graphical user interface configured to display the source report.