IP Library Granted Patent US 11,687,863
Granted Patent B2
US 11,687,863 · App. 17/476,242 · Granted Jun 27, 2023

System and method for providing layered KPI customization in an analytic applications environment

Inventors: David Granholm (Bloomington, MN); Rajesh Balu (Bangalore, IN); Ananth Venkata (San Ramon, CA); John Fuller (Chicago, IL)
Assignee: ORACLE INTERNATIONAL CORPORATION
G06Q10/06393G06F11/3409G06F16/2343G06F16/2358G06F16/2365G06F16/26
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Quick Facts
Patent No.
US 11,687,863
App. No.
17/476,242
Granted
Jun 27, 2023
Kind
B2
Abstract

In accordance with an embodiment, described herein is a system and method for providing key performance indicator (KPI) customization in an analytic applications environment, which enables data analytics within the context of an organization's enterprise software application or data environment, or a software-as-a-service or other type of cloud or computing environment. The system supports customization derived from multiple layers which, in aggregate, can yield a customized performance metric or KPI object. In accordance with an embodiment, the system enables creation of a customized KPI, by layering variations of the KPI information on an original (e.g., out-of-the-box or factory) KPI object which are merged at runtime to create the final customized KPI. Each delta-KPI can itself also support multiple, e.g., site/user levels/layers. The approach can be used to provide extensibility for user interface decks/dashboards on which KPI visualization objects, such as decks, cards, dashboards, or other types of visualizations, appear.

Claims (51)

1. A system for providing key performance indicator (KPI) customization in an analytic applications environment, comprising:

a computer including one or more processors, that provides access to an analytic applications environment, wherein the analytic applications environment comprises:

a database or data warehouse for storage of data, and

a presentation layer that provides access to the data via key performance indicators;

wherein the system enables customization of the key performance indicators associated with the data provided to the presentation layer, including that a customized key performance indicator based on modifications to an original version is generated by layering

a key performance indicator object as defined by an original key performance indicator definition, with

one or more changes to the key performance indicator object as provided by one or more extensions thereto;

wherein the customization to generate the customized key performance indicator is applied at run-time when the original key performance indicator definition and the changes provided by the one or more extensions are merged, and the key performance indicator object as extended is used to provide, to the presentation layer for display, data according to the customized key performance indicator.

2. The system of claim 1 ,

wherein the data is accessed according to the original key performance indicator definition by means of a base table that contains key performance indicator objects provided as a read-only copy,

wherein when a user creates a customized key performance indicator as a new key performance indicator object or customizes an original version of a key performance indicator object, the system saves an indication of the customization, including the one or more changes to the key performance indicator object as provided by one or more extensions, in a custom table.

3. The system of claim 1 , wherein a key performance indicator model is used in association with a presentation layer of a data analytics environment, to prepare user interface decks, cards, dashboards or other visualizations associated with a customer data and maintained within the data analytics environment.

4. The system of claim 1 , wherein a customized key performance indicator is stored in a JSON format and used to render a visualization of the key performance indicator in a user interface.

5. The system of claim 1 , wherein the system is provided in a cloud or multi-tenant environment, and further comprises:

a semantic layer that operates with the database or data warehouse in providing the data to the presentation layer for use by the presentation layer in generating the key performance indicators;

wherein a first tenant may create a first set of changes to an original version of a key performance indicator object, and wherein the first set of changes are stored as a first delta-KPI; and

wherein a second tenant may create a second set of changes to the original version of the key performance indicator object, and wherein the second set of changes are stored as a second delta-KPI.

6. A method for providing key performance indicator (KPI) customization in an analytic applications environment, comprising:

providing, by a computer including one or more processors, access to an analytic applications environment, wherein the analytic applications environment comprises:

a database or data warehouse for storage of data, and

a presentation layer that provides access to the data via key performance indicators;

providing customization of the key performance indicators associated with the data provided to the presentation layer, including that a customized key performance indicator based on modifications to an original version is generated by layering

a key performance indicator object as defined by an original key performance indicator definition, with

one or more changes to the key performance indicator object as provided by one or more extensions thereto;

wherein the customization to generate the customized key performance indicator is applied at run-time when the original key performance indicator definition and the changes provided by the one or more extensions are merged, and the key performance indicator object as extended is used to provide, to the presentation layer for display, data according to the customized key performance indicator.

7. The method of claim 6 ,

wherein the data is accessed according to the original key performance indicator definition by means of a base table that contains key performance indicator objects provided as a read-only copy,

wherein when a user creates a customized key performance indicator as a new key performance indicator object or customizes an original version of a key performance indicator object, the system saves an indication of the customization, including the one or more changes to the key performance indicator object as provided by one or more extensions, in a custom table.

8. The method of claim 6 , wherein a key performance indicator model is used in association with a presentation layer of a data analytics environment, to prepare user interface decks, cards, dashboards or other visualizations associated with a customer data and maintained within the data analytics environment.

9. The method of claim 6 , wherein a customized key performance indicator is stored in a JSON format and used to render a visualization of the key performance indicator in a user interface.

10. The method of claim 6 , wherein the system is provided in a cloud or multi-tenant environment, and further comprises:

a semantic layer that operates with the database or data warehouse in providing the data to the presentation layer for use by the presentation layer in generating the key performance indicators;

wherein a first tenant may create a first set of changes to an original version of a key performance indicator object, and wherein the first set of changes are stored as a first delta-KPI; and

wherein a second tenant may create a second set of changes to the original version of the key performance indicator object, and wherein the second set of changes are stored as a second delta-KPI.

11. A non-transitory computer readable storage medium having instructions thereon, which when read and executed by a computer including one or more processors cause the computer to perform a method comprising:

providing access to an analytic applications environment, wherein the analytic applications environment comprises:

a database or data warehouse for storage of data, and

a presentation layer that provides access to the data via key performance indicators;

providing customization of the key performance indicators associated with the data provided to the presentation layer, including that a customized key performance indicator based on modifications to an original version is generated by layering

a key performance indicator object as defined by an original key performance

indicator definition, with one or more changes to the key performance indicator object as provided by one or more extensions thereto;

wherein the customization to generate the customized key performance indicator is applied at run-time when the original key performance indicator definition and the changes provided by the one or more extensions are merged, and the key performance indicator object as extended is used to provide, to the presentation layer for display, data according to the customized key performance indicator.

12. The non-transitory computer readable storage medium of claim 11 ,

wherein the data is accessed according to the original key performance indicator definition by means of a base table that contains key performance indicator objects provided as a read-only copy,

wherein when a user creates a customized key performance indicator as a new key performance indicator object or customizes an original version of a key performance indicator object, the system saves an indication of the customization, including the one or more changes to the key performance indicator object as provided by one or more extensions, in a custom table.

13. The non-transitory computer readable storage medium of claim 11 , wherein a key performance indicator model is used in association with a presentation layer of a data analytics environment, to prepare user interface decks, cards, dashboards or other visualizations associated with a customer data and maintained within the data analytics environment.

14. The non-transitory computer readable storage medium of claim 11 , wherein a customized key performance indicator is stored in a JSON format and used to render a visualization of the key performance indicator in a user interface.

15. The non-transitory computer readable storage medium of claim 11 , wherein the system is provided in a cloud or multi-tenant environment, and further comprises:

a semantic layer that operates with the database or data warehouse in providing the data to the presentation layer for use by the presentation layer in generating the key performance indicators;

wherein a first tenant may create a first set of changes to an original version of a key performance indicator object, and wherein the first set of changes are stored as a first delta-KPI; and

wherein a second tenant may create a second set of changes to the original version of the key performance indicator object, and wherein the second set of changes are stored as a second delta-KPI.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 15, 2021
From: GRANHOLM, DAVID; BALU, RAJESH; VENKATA, ANANTH; FULLER, JOHN
To: ORACLE INTERNATIONAL CORPORATION
Reel/Frame 057494/0864 →
Continuity (2)
Provisional Application 63083320 · Sep 25, 2020
Related Publication 20220100729A1 · Mar 31, 2022
Cited By (2)
US 12,417,228 US 12,436,954