Interactive interface for data analysis and report generation
Embodiments are directed to managing data visualizations. A primary visualization that is associated with a data model may be provided such that the primary visualization may be displayed in a display panel. Insight items may be generated based on the primary visualization and the data model such that the insight items may correspond to one or more visualizations that may share one or more portions of the data model and such that the insight items may be displayed in an insight panel. In response to an insight item being selected from the insight panel, additional actions may be performed, including: generating a visualization based on the insight item that is displayed in the display panel instead of the primary visualization; and generating a scratch item that includes a thumbnail view of the primary visualization such that the thumbnail view is displayed in a scratch panel.
1. A method for managing data visualizations using one or more processors that execute instructions to perform actions, comprising:
providing a primary visualization that is associated with a data model, wherein the primary visualization is displayed in a display panel;
generating one or more insight items based on the primary visualization and the data model, wherein the one or more insight items correspond to one or more of analytical information, another data model, or a data source related to one or more visualizations that share one or more portions of the data model, and wherein the one or more insight items are displayed in an insight panel with one or more narratives that are generated to explain a context for the one or more displayed insight items;
in response to selecting an insight item from the insight panel, performing further actions, including:
generating a visualization based on the insight item that is displayed in the display panel instead of the primary visualization; and
generating a scratch item that includes a thumbnail view of the primary visualization, wherein the thumbnail view is displayed in a scratch panel; and
in response to selecting one or more of another insight item from the insight panel or another scratch item from the scratch panel, generating another visualization based on the selection of one or more of the other insight item or the other scratch item, wherein the other visualization is displayed in the display panel instead of a currently displayed visualization.
2. The method of claim 1 , wherein generating the one or more insight items, further comprises;
providing one or more assessment models that are arranged to identify the one or more visualization items;
employing the one or more assessment models to generate one or more candidate insight items based on the one or more visualization, wherein the one or more candidate insight items are associated with an insight score; and
determining the one or more insight items based on a portion of the one or more candidate insight items that are associated with an insight score that exceeds a threshold value.
3. The method of claim 1 , wherein displaying the one or more insight items in the insight panel, further comprises:
determining one or more insight item groups based on a type of assessment model that identifies the one or more insight items, wherein each insight item is associated with an insight item group; and
displaying each insight item group in the insight panel, wherein each insight item is displayed with its associated insight item group.
4. The method of claim 1 , further comprising:
providing a report panel that replaces the display of the display panel; and
in response to selecting one or more of the one or more insight items, one or more scratch items, or one or more annotations, performing further actions, including:
generating one or more report items based on the one or more of the one or more insight items, the one or more scratch items, or the one or more annotations, wherein the one or more annotations include one or more of text, images, or links to other reports, and wherein the one or more report items are displayed in the report panel; and
automatically resizing the report panel to a size that is based on the one or more report items, wherein a portion of the report panel that exceeds the size of the display panel is hidden from view.
5. The method of claim 1 , further comprising, in response to replacing the visualization in the display panel with a replacement visualization, generating one or more replacement insight items based on the replacement visualization and the data model, wherein the one or more replacement insight items are displayed in the insight panel.
6. The method of claim 1 , wherein generating the one or more insight items, further comprises:
performing further actions, including, one or more of:
determining a first set of one or more visualizations based on each of the first set of one or more visualizations including one or more data fields that are used in the primary visualization;
determining a second set of one or more visualizations based on each of the second set of one or more visualizations showing value trends for the one or more data fields that are used in the primary visualization; or
determining a third set of one or more visualizations based on each of the third set of one or more visualizations using one or more other data fields from other data models that include data values that are similar to the one or more data fields used in the primary visualization; and
generating the one or more insight items based on one or more of the first set of one or more visualizations, the second set of one or more visualizations, or the third set of one or more visualizations.
7. A network computer for managing data visualizations, comprising:
a memory that stores at least instructions; and
one or more processors that execute instructions that perform actions, including:
providing a primary visualization that is associated with a data model, wherein the primary visualization is displayed in a display panel;
generating one or more insight items based on the primary visualization and the data model, wherein the one or more insight items correspond to one or more of analytical information, another data model, or a data source related to one or more visualizations that share one or more portions of the data model, and wherein the one or more insight items are displayed in an insight panel with one or more narratives that are generated to explain a context for the one or more displayed insight items;
in response to selecting an insight item from the insight panel, performing further actions, including:
generating a visualization based on the insight item that is displayed in the display panel instead of the primary visualization; and
generating a scratch item that includes a thumbnail view of the primary visualization, wherein the thumbnail view is displayed in a scratch panel; and
in response to selecting one or more of another insight item from the insight panel or another scratch item from the scratch panel, generating another visualization based on the selection of one or more of the other insight item or the other scratch item, wherein the other visualization is currently displayed in the display panel instead of a currently displayed visualization.
8. The network computer of claim 7 , wherein generating the one or more insight items, further comprises;
providing one or more assessment models that are arranged to identify the one or more visualization items;
employing the one or more assessment models to generate one or more candidate insight items based on the one or more visualization, wherein the one or more candidate insight items are associated with an insight score; and
determining the one or more insight items based on a portion of the one or more candidate insight items that are associated with an insight score that exceeds a threshold value.
9. The network computer of claim 7 , wherein displaying the one or more insight items in the insight panel, further comprises:
determining one or more insight item groups based on a type of assessment model that identifies the one or more insight items, wherein each insight item is associated with an insight item group; and
displaying each insight item group in the insight panel, wherein each insight item is displayed with its associated insight item group.
10. The network computer of claim 7 , wherein the one or more processors execute instructions that perform actions, further comprising:
providing a report panel that replaces the display of the display panel; and
in response to selecting one or more of the one or more insight items, one or more scratch items, or one or more annotations, performing further actions, including:
generating one or more report items based on the one or more of the one or more insight items, the one or more scratch items, or the one or more annotations, wherein the one or more annotations include one or more of text, images, or links to other reports, and wherein the one or more report items are displayed in the report panel; and
automatically resizing the report panel to a size that is based on the one or more report items, wherein a portion of the report panel that exceeds the size of the display panel is hidden from view.
11. The network computer of claim 7 , wherein the one or more processors execute instructions that perform actions, further comprising, in response to replacing the visualization in the display panel with a replacement visualization, generating one or more replacement insight items based on the replacement visualization and the data model, wherein the one or more replacement insight items are displayed in the insight panel.
12. The network computer of claim 7 , wherein generating the one or more insight items, further comprises:
performing further actions, including, one or more of:
determining a first set of one or more visualizations based on each of the first set of one or more visualizations including one or more data fields that are used in the primary visualization;
determining a second set of one or more visualizations based on each of the second set of one or more visualizations showing value trends for the one or more data fields that are used in the primary visualization; or
determining a third set of one or more visualizations based on each of the third set of one or more visualizations using one or more other data fields from other data models that include data values that are similar to the one or more data fields used in the primary visualization; and
generating the one or more insight items based on one or more of the first set of one or more visualizations, the second set of one or more visualizations, or the third set of one or more visualizations.
13. A system for managing data visualizations over a network, comprising:
a network computer, comprising:
a memory that stores at least instructions; and
one or more processors that execute instructions that perform actions, including:
providing a primary visualization that is associated with a data model, wherein the primary visualization is displayed in a display panel;
generating one or more insight items based on the primary visualization and the data model, wherein the one or more insight items correspond to one or more of analytical information, another data model, or a data source related to one or more visualizations that share one or more portions of the data model, and wherein the one or more insight items are displayed in an insight panel with one or more narratives that are generated to explain a context for the one or more displayed insight items;
in response to selecting an insight item from the insight panel, performing further actions, including:
generating a visualization based on the insight item that is displayed in the display panel instead of the primary visualization; and
generating a scratch item that includes a thumbnail view of the primary visualization, wherein the thumbnail view is displayed in a scratch panel; and
in response to selecting one or more of another insight item from the insight panel or another scratch item from the scratch panel, generating another visualization based on the selection of one or more of the other insight item or the other scratch item, wherein the other visualization is currently displayed in the display panel instead of a currently displayed visualization; and
a client computer, comprising:
a memory that stores at least instructions; and
one or more processors that execute instructions that perform actions, including:
selecting the insight item from the insight panel.
14. The system of claim 13 , wherein generating the one or more insight items, further comprises;
providing one or more assessment models that are arranged to identify the one or more visualization items;
employing the one or more assessment models to generate one or more candidate insight items based on the one or more visualization, wherein the one or more candidate insight items are associated with an insight score; and
determining the one or more insight items based on a portion of the one or more candidate insight items that are associated with an insight score that exceeds a threshold value.
15. The system of claim 13 , wherein displaying the one or more insight items in the insight panel, further comprises:
determining one or more insight item groups based on a type of assessment model that identifies the one or more insight items, wherein each insight item is associated with an insight item group; and
displaying each insight item group in the insight panel, wherein each insight item is displayed with its associated insight item group.
16. The system of claim 13 , wherein the one or more processors of the network computer execute instructions that perform actions, further comprising:
providing a report panel that replaces the display of the display panel; and
in response to selecting one or more of the one or more insight items, one or more scratch items, or one or more annotations, performing further actions, including:
generating one or more report items based on the one or more of the one or more insight items, the one or more scratch items, or the one or more annotations, wherein the one or more annotations include one or more of text, images, or links to other reports, and wherein the one or more report items are displayed in the report panel; and
automatically resizing the report panel to a size that is based on the one or more report items, wherein a portion of the report panel that exceeds the size of the display panel is hidden from view.
17. The system of claim 13 , wherein the one or more processors of the network computer execute instructions that perform actions, further comprising, in response to replacing the visualization in the display panel with a replacement visualization, generating one or more replacement insight items based on the replacement visualization and the data model, wherein the one or more replacement insight items are displayed in the insight panel.
18. The system of claim 13 , wherein generating the one or more insight items, further comprises:
performing further actions, including, one or more of:
determining a first set of one or more visualizations based on each of the first set of one or more visualizations including one or more data fields that are used in the primary visualization;
determining a second set of one or more visualizations based on each of the second set of one or more visualizations showing value trends for the one or more data fields that are used in the primary visualization; or
determining a third set of one or more visualizations based on each of the third set of one or more visualizations using one or more other data fields from other data models that include data values that are similar to the one or more data fields used in the primary visualization; and
generating the one or more insight items based on one or more of the first set of one or more visualizations, the second set of one or more visualizations, or the third set of one or more visualizations.
19. A processor readable non-transitory storage media that includes instructions for managing data visualizations, wherein execution of the instructions by one or more processors, performs actions, comprising:
providing a primary visualization that is associated with a data model, wherein the primary visualization is displayed in a display panel;
generating one or more insight items based on the primary visualization and the data model, wherein the one or more insight items correspond to one or more of analytical information, another data model, or a data source related to one or more visualizations that share one or more portions of the data model, and wherein the one or more insight items are displayed in an insight panel with one or more narratives that are generated to explain a context for the one or more displayed insight items;
in response to selecting an insight item from the insight panel, performing further actions, including:
generating a visualization based on the insight item that is displayed in the display panel instead of the primary visualization; and
generating a scratch item that includes a thumbnail view of the primary visualization, wherein the thumbnail view is displayed in a scratch panel; and
in response to selecting one or more of another insight item from the insight panel or another scratch item from the scratch panel, generating another visualization based on the selection of one or more of the other insight item or the other scratch item, wherein the other visualization is currently displayed in the display panel instead of a currently displayed visualization.
20. The media of claim 19 , wherein generating the one or more insight items, further comprises;
providing one or more assessment models that are arranged to identify the one or more visualization items;
employing the one or more assessment models to generate one or more candidate insight items based on the one or more visualization, wherein the one or more candidate insight items are associated with an insight score; and
determining the one or more insight items based on a portion of the one or more candidate insight items that are associated with an insight score that exceeds a threshold value.
21. The media of claim 19 , wherein displaying the one or more insight items in the insight panel, further comprises:
determining one or more insight item groups based on a type of assessment model that identifies the one or more insight items, wherein each insight item is associated with an insight item group; and
displaying each insight item group in the insight panel, wherein each insight item is displayed with its associated insight item group.
22. The media of claim 19 , further comprising:
providing a report panel that replaces the display of the display panel; and
in response to selecting one or more of the one or more insight items, one or more scratch items, or one or more annotations, performing further actions, including:
generating one or more report items based on the one or more of the one or more insight items, the one or more scratch items, or the one or more annotations, wherein the one or more annotations include one or more of text, images, or links to other reports, and wherein the one or more report items are displayed in the report panel; and
automatically resizing the report panel to a size that is based on the one or more report items, wherein a portion of the report panel that exceeds the size of the display panel is hidden from view.
23. The media of claim 19 , further comprising, in response to replacing the visualization in the display panel with a replacement visualization, generating one or more replacement insight items based on the replacement visualization and the data model, wherein the one or more replacement insight items are displayed in the insight panel.
24. The media of claim 19 , wherein generating the one or more insight items, further comprises:
performing further actions, including, one or more of:
determining a first set of one or more visualizations based on each of the first set of one or more visualizations including one or more data fields that are used in the primary visualization;
determining a second set of one or more visualizations based on each of the second set of one or more visualizations showing value trends for the one or more data fields that are used in the primary visualization; or
determining a third set of one or more visualizations based on each of the third set of one or more visualizations using one or more other data fields from other data models that include data values that are similar to the one or more data fields used in the primary visualization; and
generating the one or more insight items based on one or more of the first set of one or more visualizations, the second set of one or more visualizations, or the third set of one or more visualizations.