IP Library Granted Patent US 12,411,819
Granted Patent B2
US 12,411,819 · App. 16/922,213 · Granted Sep 9, 2025

Creating accessible model data sets

Inventors: Jason D. Frantz (San Francisco, CA); Max H. Seiden (San Francisco, CA); Donald Huang (San Francisco, CA); Stipo Josipovic (San Francisco, CA)
Assignee: SIGMA COMPUTING, INC.
G06F16/212G06F16/2282G06F16/24573G06F16/283
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Quick Facts
Patent No.
US 12,411,819
App. No.
16/922,213
Granted
Sep 9, 2025
Kind
B2
Abstract

Creating accessible model data sets including receiving, by a query manager via a spreadsheet interface, an instruction to create a model data set using a data source from a data warehouse, wherein the model data set is a reusable modeling layer comprising at least a portion of the data source; building, by the query manager using the instruction to create the model data set, a first query statement comprising instructions to generate the model data set from the portion of the data source; and storing, by the query manager, the first query statement in a schema storage location within the data warehouse.

Claims (56)

1. A method of creating accessible model data set worksheets, the method comprising:

receiving, by a query manager via a spreadsheet interface, an instruction to create a model data set worksheet using a data source from a database within a data warehouse, wherein the query manager is included in a computing system separate from the data warehouse and the query manager is not authorized to make changes to the data source of the data warehouse, and wherein the model data set worksheet is a reusable modeling layer comprising at least a portion of the data source from the data warehouse;

building, by the query manager using the instruction to create the model data set worksheet, a first query statement comprising instructions to generate the model data set worksheet from the portion of the data source from the data warehouse, wherein building the first query statement includes converting the received instruction into model data set worksheet metadata and storing the model data set worksheet metadata local to the query manager;

storing, by the query manager, the first query statement in a schema storage location within the data warehouse, wherein the schema storage location is within the data warehouse and external to the data source from the database;

storing, by the query manager, the model data set worksheet as a table in the schema storage location within the data warehouse in which the first query statement is stored;

servicing a request to create a new worksheet dependent upon the model data set worksheet, including:

retrieving the model data set worksheet from the schema storage location within the data warehouse;

creating, using the model data set worksheet, the new worksheet configured to perform analysis on the portion of the data source from the model data set worksheet, wherein the new worksheet comprises elements that use the portion of the data source from model data set worksheet as input for analysis, and wherein the new worksheet accesses the model data set worksheet as a read-only artifact; and

presenting, on a client computing system, the new worksheet in a view mode that prevents destructive edits and changes to the model data set worksheet and allows additive edits to the model data set worksheet within the new worksheet;

receiving, by the query manager via the spreadsheet interface, an instruction to modify the model data set worksheet;

building, by the query manager using the instruction to modify the model data set worksheet, a second query statement comprising instructions to generate the modified model data set worksheet; and

replacing, by the query manager, the first query statement in the schema storage location within the data warehouse with the second query statement.

2. The method of claim 1 , further comprising:

generating, by the query manager, a second query statement targeting the table in the schema storage location within the data warehouse; and

storing, by the query manager, the second query statement in the schema storage location within the data warehouse.

3. The method of claim 2 , wherein the first query statement in the schema storage location within the data warehouse is invokable by a standard query language statement, and wherein the table in the schema storage location within the data warehouse is not invokable by a standard query language statement.

4. The method of claim 2 , wherein the table in the schema storage location within the data warehouse is updated periodically using the data source from the data warehouse.

5. The method of claim 1 , wherein the first query statement is a standard query language statement for a view.

6. The method of claim 1 , wherein the query manager has read-write access to the schema storage location within the data warehouse.

7. An apparatus for creating accessible model data sets, 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:

receiving, by a query manager via a spreadsheet interface, an instruction to create a model data set worksheet using a data source from a database within a data warehouse, wherein the query manager is included in a computing system separate from the data warehouse and the query manager is not authorized to make changes to the data source of the data warehouse, and wherein the model data set worksheet is a reusable modeling layer comprising at least a portion of the data source from the data warehouse;

building, by the query manager using the instruction to create the model data set worksheet, a first query statement comprising instructions to generate the model data set worksheet from the portion of the data source from the data warehouse, wherein building the first query statement includes converting the received instruction into model data set worksheet metadata and storing the model data set worksheet metadata local to the query manager;

storing, by the query manager, the first query statement in a schema storage location within the data warehouse, wherein the schema storage location is within the data warehouse and external to the data source from the database;

storing, by the query manager, the model data set worksheet as a table in the schema storage location within the data warehouse in which the first query statement is stored;

servicing a request to create a new worksheet dependent upon the model data set worksheet, including:

retrieving the model data set worksheet from the schema storage location within the data warehouse;

creating, using the model data set worksheet, the new worksheet configured to perform analysis on the portion of the data source from the model data set worksheet, wherein the dependent worksheet comprises elements that use the portion of the data source from model data set worksheet as input for analysis, and wherein the new worksheet accesses the model data set worksheet as a read-only artifact; and

presenting, on a client computing system, the new worksheet in a view mode that prevents destructive edits and changes to the model data set worksheet and allows additive edits to the model data set worksheet within the new worksheet;

receiving, by the query manager via the spreadsheet interface, an instruction to modify the model data set worksheet;

building, by the query manager using the instruction to modify the model data set worksheet, a second query statement comprising instructions to generate the modified model data set worksheet; and

replacing, by the query manager, the first query statement in the schema storage location within the data warehouse with the second query statement.

8. The apparatus of claim 7 , wherein the computer program instructions further cause the apparatus to carry out:

generating, by the query manager, a second query statement targeting the table in the schema storage location within the data warehouse; and

storing, by the query manager, the second query statement in the schema storage location within the data warehouse.

9. The apparatus of claim 8 , wherein the first query statement in the schema storage location within the data warehouse is invokable by a standard query language statement, and wherein the table in the schema storage location within the data warehouse is not invokable by a standard query language statement.

10. The apparatus of claim 8 , wherein the table in the schema storage location within the data warehouse is updated periodically using the data source from the data warehouse.

11. The apparatus of claim 7 , wherein the first query statement is a standard query language statement for a view.

12. The apparatus of claim 7 , wherein the query manager has read-write access to the schema storage location within the data warehouse.

13. A computer program product for creating accessible model data sets, the computer program product disposed upon a non-transitory computer readable storage medium, the computer program product comprising computer program instructions that, when executed, cause a computer to carry out:

receiving, by a query manager via a spreadsheet interface, an instruction to create a model data set worksheet using a data source from a database within a data warehouse, wherein the query manager is included in a computing system separate from the data warehouse and the query manager is not authorized to make changes to the data source of the data warehouse, and wherein the model data set worksheet is a reusable modeling layer comprising at least a portion of the data source from the data warehouse;

building, by the query manager using the instruction to create the model data set worksheet, a first query statement comprising instructions to generate the model data set worksheet from the portion of the data source from the data warehouse, wherein building the first query statement includes converting the received instruction into model data set worksheet metadata and storing the model data set worksheet metadata local to the query manager;

storing, by the query manager, the first query statement in a schema storage location within the data warehouse, wherein the schema storage location is within the data warehouse and external to the data source from the database;

storing, by the query manager, the model data set worksheet as a table in the schema storage location within the data warehouse in which the first query statement is stored;

servicing a request to create a new worksheet dependent upon the model data set worksheet, including:

retrieving the model data set worksheet from the schema storage location within the data warehouse;

creating, using the model data set worksheet, the new worksheet configured to perform analysis on the portion of the data source from the model data set worksheet, wherein the dependent worksheet comprises elements that use the portion of the data source from model data set worksheet as input for analysis, and wherein the new worksheet accesses the model data set worksheet as a read-only artifact; and

presenting, on a client computing system, the new worksheet in a view mode that prevents destructive edits and changes to the model data set worksheet and allows additive edits to the model data set worksheet within the new worksheet;

receiving, by the query manager via the spreadsheet interface, an instruction to modify the model data set worksheet;

building, by the query manager using the instruction to modify the model data set worksheet, a second query statement comprising instructions to generate the modified model data set worksheet; and

replacing, by the query manager, the first query statement in the schema storage location within the data warehouse with the second query statement.

14. The computer program product of claim 13 , wherein the computer program instructions further cause the computer to carry out:

generating, by the query manager, a second query statement targeting the table in the schema storage location within the data warehouse; and

storing, by the query manager, the second query statement in the schema storage location within the data warehouse.

15. The computer program product of claim 14 , wherein the first query statement in the schema storage location within the data warehouse is invokable by a standard query language statement, and wherein the table in the schema storage location within the data warehouse is not invokable by a standard query language statement.

16. The computer program product of claim 14 , wherein the table in the schema storage location within the data warehouse is updated periodically using the data source from the data warehouse.

17. The computer program product of claim 13 , wherein the first query statement is a standard query language statement for a view.

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 Jul 7, 2020
From: FRANTZ, JASON D.; SEIDEN, MAX H.; HUANG, DONALD; JOSIPOVIC, STIPO
To: SIGMA COMPUTING, INC.
Reel/Frame 053136/0810 →
Continuity (2)
Provisional Application 62978084 · Feb 18, 2020
Related Publication 20210256001A1 · Aug 19, 2021
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