IP Library Granted Patent US 12,321,692
Granted Patent B2
US 12,321,692 · App. 18/189,089 · Granted Jun 3, 2025

Annotating data points on a workbook element

Inventors: Gregory G. Owen (San Mateo, CA); Stipo Josipovic (San Francisco, CA)
Assignee: SIGMA COMPUTING, INC.
G06F40/169G06F16/254G06F40/18
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Quick Facts
Patent No.
US 12,321,692
App. No.
18/189,089
Granted
Jun 3, 2025
Kind
B2
Abstract

Annotating data points on a workbook element, including: receiving, by a workbook manager from a client computing system, an annotation for a data point of an element of a workbook, wherein the workbook presents a dataset from a cloud-based data warehouse; and storing, by the workbook manager and into the cloud-based data warehouse, the annotation in association with a record in the dataset corresponding to the data point.

Claims (25)

1. A method for annotating data points on a workbook element, the method comprising:

receiving, by a workbook manager residing on a workbook manager computing system, from a client computing system, an annotation for a data point of an element of a workbook, wherein the workbook is a collection of graphical elements and organizing mechanism that presents a dataset from a cloud-based data warehouse, wherein the workbook manager computing system is an intermediary computing system between the client computing system and the cloud-based data warehouse; and

storing, by the workbook manager and into the cloud-based data warehouse, the annotation in association with a record in the dataset corresponding to the data point, including creating a table entry in a table on the cloud-based data warehouse, wherein the table entry comprises the annotation and an identifier of the record, and wherein the table is separate from the dataset presented in the workbook.

2. The method of claim 1 , wherein storing the annotation in association with the record in the dataset comprises sending a database statement to the cloud-based data warehouse.

3. The method of claim 1 , further comprising updating, by the workbook manager, a presentation of the workbook on the client computing system to include the annotation.

4. The method of claim 1 , further comprising:

loading, from the cloud-based data warehouse and in response to a request for another presentation of the workbook, the dataset and the annotation; and

presenting the workbook including the annotation.

5. The method of claim 1 , wherein the data associating the annotation with the record in the dataset further associates the annotation with the workbook.

6. The method of claim 1 , wherein the data associating the annotation with the record in the dataset is accessible via a plurality of workbooks.

7. The method of claim 1 , wherein the element comprises a visualization element.

8. An apparatus for annotating data points on a workbook element, 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, by a workbook manager residing on a workbook manager computing system, from a client computing system, an annotation for a data point of an element of a workbook, wherein the workbook is a collection of graphical elements and organizing mechanism that presents a dataset from a cloud-based data warehouse, wherein the workbook manager computing system is an intermediary computing system between the client computing system and the cloud-based data warehouse; and

storing, by the workbook manager and into the cloud-based data warehouse, the annotation in association with a record in the dataset corresponding to the data point, including creating a table entry in a table on the cloud-based data warehouse, wherein the table entry comprises the annotation and an identifier of the record, and wherein the table is separate from the dataset presented in the workbook.

9. The apparatus of claim 8 , wherein storing the annotation in association with the record in the dataset comprises sending a database statement to the cloud-based data warehouse.

10. The apparatus of claim 8 , wherein the computer program instructions further cause the apparatus to carry out the step of updating, by the workbook manager, a presentation of the workbook on the client computing system to include the annotation.

11. The apparatus of claim 10 , wherein the computer program instructions further cause the apparatus to carry out the steps of:

loading, from the cloud-based data warehouse and in response to a request for another presentation of the workbook, the dataset and the annotation; and

presenting the workbook including the annotation.

12. The apparatus of claim 8 , wherein the data associating the annotation with the record in the dataset further associates the annotation with the workbook.

13. The apparatus of claim 8 , wherein the data associating the annotation with the record in the dataset is accessible via a plurality of workbooks.

14. The apparatus of claim 8 , wherein the element comprises a visualization element.

15. A computer program product for annotating data points on a workbook element, 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, by a workbook manager residing on a workbook manager computing system, from a client computing system, an annotation for a data point of an element of a workbook, wherein the workbook is a collection of graphical elements and organizing mechanism that presents a dataset from a cloud-based data warehouse, wherein the workbook manager computing system is an intermediary computing system between the client computing system and the cloud-based data warehouse; and

storing, by the workbook manager and into the cloud-based data warehouse, the annotation in association with a record in the dataset corresponding to the data point, including creating a table entry in a table on the cloud-based data warehouse, wherein the table entry comprises the annotation and an identifier of the record, and wherein the table is separate from the dataset presented in the workbook.

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 23, 2023
From: OWEN, GREGORY G.; JOSIPOVIC, STIPO
To: SIGMA COMPUTING, INC.
Reel/Frame 063082/0323 →
Continuity (1)
Related Publication 20240320415A1 · Sep 26, 2024
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