ONTOLOGY-BACKED AUTOMATIC CHART CREATION
Systems and methods for creating filtered data using graphical methodology. Stored data relationally-linked by an ontology are representable in rows and columns format. The system receives a first input selecting a first data source, displays a portion of the first data source in a first chart, receives a second input identifying a portion of the first chart, generates a first filter based on the identified portion, receives a third input selecting a linked object set, displays an indicator of the linked object set in a second sidebar, displays a portion of the linked object set in a second chart depicting information of the linked object set filtered by the first filter, receives a fourth input identifying a portion of the second chart, generates a second filter based on the identified portion, and displays fields of the linked object set, filtered by the first and second filter, in a third chart.
1 . A computing system comprising:
a hardware computer processor; and
a non-transitory computer readable medium having software instructions stored thereon, the software instructions executable by the hardware computer processor to cause the computing system to perform operations comprising:
display a first data visualization indicating first data items of a first data set, wherein the first data visualization is linked to the first data set;
receive a first user input selecting a first one or more portions of the first data visualization;
generate a first cohort of data items including a first filtered set of the first data items, filtered based on the selected first one or more portions;
receive a second user input selecting a second one or more portions of the first data visualization;
generate a second cohort of data items including a second filtered set of the data items, filtered based on the selected second one or more portions;
receive user selection of a second data set having second data items; and
generate a data visualization, linked to the first data set and the second data set, and indicating, on a primary dimension, a measure of the second data items and on a secondary dimension, a measure of the first cohort of data items and the second cohort of data items.
2 . The computing system of claim 1 , wherein the first data visualization is a chart or graph.
3 . The computing system of claim 1 , wherein the first cohort of data items includes at least one filter condition based on user input.
4 . The computing system of claim 3 , wherein the second cohort of data items includes at least one filter condition based on user input that is different from the first filter condition.
5 . The computing system of claim 1 , wherein indicators of the linked data sets and filters are displayed in a sidebar.
6 . The computing system of claim 1 , wherein the second data set has at least one common data type with the first data set.
7 . The computing system of claim 1 , wherein the data visualization is updated in real-time as user inputs are received.
8 . The computing system of claim 1 , wherein the first cohort of data items is filtered based on multiple conditions.
9 . The computing system of claim 8 , wherein the second cohort of data items is filtered based on multiple conditions different from those used for filtering the first cohort.
10 . The computing system of claim 1 , wherein the operations further comprise:
monitoring changes to the linked data sets and generating alerts when changes occur.
11 . The computing system of claim 1 , wherein the second data set is selected by dragging and dropping a representation of the second data set from a list of available data sets onto the data visualization.
12 . The computing system of claim 1 , wherein the operations further comprise:
generating a comparison chart comparing the first cohort of data items with the second cohort of data items.
13 . The computing system of claim 1 , wherein the data visualization includes multiple panels that can be expanded or collapsed to display different information.
14 . The computing system of claim 1 , wherein the first cohort of data items is filtered based on user input that includes a date range.
15 . The computing system of claim 1 , wherein the operations further comprise:
generating a report summarizing information displayed in the data visualization.
16 . The computing system of claim 1 , wherein the software instructions are executed on a client-side browser and communicate with a server-side database to retrieve linked data sets and generate data visualizations.
17 . A computerized method, performed by a computing system having one or more hardware computer processors and one or more non-transitory computer readable storage device storing software instructions executable by the computing system to perform the computerized method comprising:
displaying a first data visualization indicating first data items of a first data set, wherein the first data visualization is linked to the first data set;
receiving a first user input selecting a first one or more portions of the first data visualization;
generating a first cohort of data items including a first filtered set of the first data items, filtered based on the selected first one or more portions;
receiving a second user input selecting a second one or more portions of the first data visualization;
generating a second cohort of data items including a second filtered set of the data items, filtered based on the selected second one or more portions;
receiving user selection of a second data set having second data items; and
generating a data visualization, linked to the first data set and the second data set, and indicating, on a primary dimension, a measure of the second data items and on a secondary dimension, a measure of the first cohort of data items and the second cohort of data items.
18 . The computerized method of claim 17 , wherein the first cohort of data items includes at least one filter condition based on user input.
19 . The computerized method of claim 18 , wherein the second cohort of data items includes at least one filter condition based on user input that is different from the first filter condition.
20 . The computerized method of claim 17 , wherein indicators of the linked data sets and filters are displayed in a sidebar.