IP Library Granted Patent US 11,315,061
Granted Patent B2
US 11,315,061 · App. 16/863,197 · Granted Apr 26, 2022

System and method for dossier creation with responsive visualization

Inventors: Qiong Wu (Zhejiang, CN); Xiaodi Zhong (Zhejiang, CN)
Assignee: MICROSTRATEGY INCORPORATED
G06Q10/06393G06F3/0482G06F16/248G06F16/2428G06Q10/10G06T11/206
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Quick Facts
Patent No.
US 11,315,061
App. No.
16/863,197
Granted
Apr 26, 2022
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 customizable, responsive visualization of a key performance indicator and displaying the report on a graphical user interface. The visualization of the key performance indicator displays all necessary data in a single visualization. The method (and system) provides responsive layout creating to automatically generate and arrange the visualization of the key performance indicator.

Claims (28)

1. A method, comprising:

retrieving a dataset from a database;

creating a report including a graphical representation of the dataset, the graphical representation of the dataset including a customizable, responsive visualization of a key performance indicator, said customizable, responsive visualization of the key performance indicator including a metric and an attribute, and said customizable, responsive visualization of the key performance indicator visualizing a current value of the metric and a trend in the metric; and

displaying the report on a graphical user interface,

wherein the customizable, responsive visualization of the key performance indicator simultaneously and separately displays the current value of the metric, a previous value of the metric in a previous time period, a comparison between the current value of the metric and the previous value of the metric, and a graph illustrating changes in the value of the metric over time.

2. The method according to claim 1 , wherein said creating a report includes automatically generating a plurality of key performance indicator visualization cards.

3. The method according to claim 2 , further comprising automatically arranging the plurality of key performance indicator visualization cards into an array.

4. The method according to claim 2 , wherein each of said plurality of key performance indicator visualization cards displays the current value of a metric, an attribute name, a value of the metric during a previous time period, a comparison between the current value of the metric and the value of the metric during the previous time period and a trend chart.

5. The method according to claim 1 , wherein the trend identifies progress of the metric over time.

6. The method according to claim 1 , wherein the report includes a data set panel including selectable attributes and selectable metrics, and

wherein a user can modify the customizable, responsive visualization of the key performance indicator by dragging one or more attributes and one or more metrics to the customizable, responsive visualization of a key performance indicator.

7. The method according to claim 1 , wherein the customizable, responsive visualization of the key performance indicator displays the current value of the metric, a previous value of the metric in a previous time period and a comparison between the current value of the metric and the previous value of the metric.

8. The method according to claim 1 , wherein the graph illustrating changes in the value of the metric over time is a user-interactive graph configured to allow a user to select a point-in-time along the graph, and

wherein when the user selects the point-in-time along the graph, a point-in-time box is displayed displaying the selected time and a corresponding value of the metric.

9. The method according to claim 1 , wherein the comparison between the current value of the metric and the previous value of the metric is displayed in a trend indicator, and

wherein the trend indicator is configured to selectably display the comparison as a percentage of change in value and a total amount of change in value.

10. The method according to claim 2 , wherein the report includes a format panel configured to allow a user to select an arrangement of the plurality of key performance indicator visualization cards.

11. The method according to claim 10 , wherein the format panel includes a plurality of user selectable arrangement modes including grid, stacked, horizontal, vertical and auto-fit.

12. 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 report including a graphical representation of the dataset, the graphical representation of the dataset including a customizable, responsive visualization of a key performance indicator, said customizable, responsive visualization of the key performance indicator including a metric and an attribute, and said customizable, responsive visualization of the key performance indicator visualizing a current value of the metric and a trend in the metric; and

displaying the report on a graphical user interface,

wherein the customizable, responsive visualization of the key performance indicator simultaneously and separately displays the current value of the metric, a previous value of the metric in a previous time period, a comparison between the current value of the metric and the previous value of the metric, and a graph illustrating changes in the value of the metric over time.

13. A system, comprising:

a database storing a dataset;

a processor configured to create a report including a graphical representation of the dataset, the graphical representation of the dataset including a customizable, responsive visualization of a key performance indicator, said customizable, responsive visualization of the key performance indicator including a metric and an attribute, and said customizable, responsive visualization of the key performance indicator visualizing a current value of the metric and a trend in the metric; and

a graphical user interface configured to display the report,

wherein the customizable, responsive visualization of the key performance indicator simultaneously and separately displays the current value of the metric, a previous value of the metric in a previous time period, a comparison between the current value of the metric and the previous value of the metric, and a graph illustrating changes in the value of the metric over time.

Assignments (4)
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 →
SUPPLEMENTARY PATENT SECURITY AGREEMENT Recorded Feb 17, 2023
From: MICROSTRATEGY INCORPORATED; MICROSTRATEGY SERVICES CORPORATION
To: 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
Reel/Frame 062794/0255 →
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 May 5, 2020
From: ZHONG, XIAODI; WU, QIONG
To: MICROSTRATEGY INCORPORATED
Reel/Frame 052569/0055 →
Continuity (1)
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