IP Library Granted Patent US 12,411,872
Granted Patent B2
US 12,411,872 · App. 18/424,592 · Granted Sep 9, 2025

Infoscenting fields for multi-fact data model analysis using shared dimensions

Inventors: Thomas Nhan (Seattle, WA); Gideon Goldin (Shorewood, WI); Elaine Weatherfield Sulc (Seattle, WA); Minkyeong Kim (Bellevue, WA); Jay Xu (Seattle, WA); Susan Denise Doan (Brier, WA); Jordan Yee Ott (Bothell, WA); Caleb Marc Rouleau (Seattle, WA); Allan Folting (Seattle, WA); Ganna Lomova (Redmond, WA)
Assignee: Salesforce, Inc.
G06F16/287G06F3/04812G06F3/04817G06F16/2246G06F16/2453G06F16/24535G06F16/2456G06F16/9027
View Patent ↗
Loading inventors, assignments & file history…
Monitor This Case
Get email alerts when status or documents change.
Order Certified Copies
Most orders are placed with the USPTO same day — all within 24 business hours.
Order via The Patent Place →
Pre-filled with this patent's details
Quick Facts
Patent No.
US 12,411,872
App. No.
18/424,592
Granted
Sep 9, 2025
Kind
B2
Abstract

A computing device displays, in a user interface, data field icons corresponding to a plurality of data fields. Each of the data fields is associated with a respective object in an object model. In response to receiving (i) user selection of a first data field icon corresponding to a first data field, and (ii) placement of the first data field icon in a shelf region of the user interface, where the first data field is associated with a first object of the object model, the computing device generates a first data visualization and updates a visual characteristic of a subset of the data field icons from a first visual characteristic to a second visual characteristic. Each data field icon in the subset is associated with a second object of the object model. The data field icons in the subset are user-selectable independently of the first or second visual characteristic.

Claims (68)

1. A method for performing guided analysis using multi-fact object models, comprising:

at computing device having a display, one or more processors and memory storing one or more programs configured for execution by the one or more processors:

displaying, in a schema region of a user interface, a plurality of data field icons corresponding to a plurality of data fields, each of the data fields associated with a respective object of a plurality of objects in an object model;

in response to receiving (i) user selection of a first data field icon of the plurality of data field icons in the schema region and (ii) placement of the first data field icon in a shelf region of the user interface, wherein the first data field icon corresponds to a first data field that is associated with a first object of the plurality of objects of the object model:

generating and displaying a first data visualization in the user interface; and

updating a visual characteristic of a subset of the plurality of data field icons that are displayed in the schema region of the user interface from a first visual characteristic to a second visual characteristic, wherein:

each data field icon in the subset of data field icons is associated with a second object of the plurality of objects, distinct from the first object; and

the data field icons in the subset are user-selectable independently of the first visual characteristic or the second visual characteristic.

2. The method of claim 1 , wherein:

updating the visual characteristic of the subset of data field icons from the first visual characteristic to the second visual characteristic includes visually de-emphasizing the subset of data field icons relative to other data field icons in the plurality of data field icons while maintaining user-selectability of the subset of data field icons.

3. The method of claim 1 , further comprising:

while the visual characteristic of the subset of data fields is the second visual characteristic:

in response to a user interaction with a second data field icon from the subset of data field icons, corresponding to a second data field of the plurality of data fields:

displaying information that the second data field is unrelated to the first data field.

4. The method of claim 1 , further comprising:

while the visual characteristic of the first subset of data fields is the second visual characteristic:

in response to receiving (i) user selection of a second data field icon from the subset of data field icons, corresponding to a second data field of the plurality of data fields, and (ii) user placement of the second data field icon in the shelf region:

generating and displaying a second data visualization in the user interface.

5. The method of claim 4 , wherein:

generating the first data visualization includes executing a first query that specifies an aggregation of data values of the first data field; and

generating the second data visualization includes executing a second query that duplicates, for each data value of the second data field, the aggregated data values of the first data field.

6. The method of claim 4 , further comprising:

concurrently while displaying the second data visualization:

displaying, in the shelf region, a warning visual indicator adjacent to the first data field icon; and

in response to a user interaction with the warning visual indicator, displaying information that the second data field is unrelated to the first data field.

7. The method of claim 1 , further comprising:

after updating the visual characteristic of the subset of data field icons to the second visual characteristic:

in response to receiving (i) user selection of a third data field icon from the plurality of data field icons, wherein the third data field icon corresponds to a third data field and is not a data field icon from the subset of data field icons and (ii) placement of the third data field icon in the shelf region:

executing a second query that specifies an aggregation of data values of the first data field according to the third data field to generate a third data visualization; and

displaying, in the user interface, the third data visualization.

8. The method of claim 7 , further comprising:

concurrently while displaying the third data visualization, updating a visual characteristic of the subset of data fields from the second visual characteristic to the first visual characteristic.

9. The method of claim 7 , wherein the third data field is a shared data field that is shared between the first object and the second object.

10. The method of claim 7 , wherein the third data field is associated with a dimension logical table.

11. The method of claim 7 , wherein the third data field is a dimension data field.

12. The method of claim 7 , wherein the third data field is a geographic data field.

13. The method of claim 7 , wherein the third data field is a date/time data field.

14. The method of claim 7 , further comprising:

after displaying the third data visualization:

in response to receiving (i) user selection of a fourth data field icon from the subset of data field icons, corresponding to a fourth data field, and (ii) placement of the fourth data field icon in the shelf region:

executing a third query that specifies an aggregation of data values of the fourth data field according to the third data field to generate a fourth data visualization; and

displaying, in the user interface, the fourth data visualization.

15. The method of claim 14 , wherein the fourth data visualization is concurrently displayed with the third data visualization in the user interface.

16. The method of claim 15 , wherein the third data visualization and the fourth data visualization share a common data axis.

17. A computing device, comprising:

one or more processors;

memory;

a display; and

one or more programs stored in the memory and configured for execution by the one or more processors, the one or more programs comprising instructions for:

displaying, in a schema region of a user interface, a plurality of data field icons corresponding to a plurality of data fields, each of the data fields associated with a respective object of a plurality of objects in an object model;

in response to receiving (i) user selection of a first data field icon of the plurality of data field icons in the schema region and (ii) placement of the first data field icon in a shelf region of the user interface, wherein the first data field icon corresponds to a first data field that is associated with a first object of the plurality of objects of the object model:

generating and displaying a first data visualization in the user interface; and

updating a visual characteristic of a subset of the plurality of data field icons that are displayed in the schema region of the user interface from a first visual characteristic to a second visual characteristic, wherein:

each data field icon in the subset of data field icons is associated with a second object of the plurality of objects, distinct from the first object; and

the data field icons in the subset are user-selectable independently of the first visual characteristic or the second visual characteristic.

18. The computing device of claim 17 , wherein the instructions for updating the visual characteristic of the subset of data field icons from the first visual characteristic to the second visual characteristic include instructions for:

visually de-emphasizing the subset of data field icons relative to other data field icons in the plurality of data field icons while maintaining user-selectability of the subset of data field icons.

19. The computing device of claim 17 , the one or more programs further comprising instructions for:

while the visual characteristic of the first subset of data fields is the second visual characteristic:

in response to a user interaction with a second data field icon from the subset of data field icons, corresponding to a second data field of the plurality of data fields:

displaying information that the second data field is unrelated to the first data field.

20. A non-transitory computer readable storage medium storing one or more programs configured for execution by a computing device having one or more processors, memory, and a display, the one or more programs comprising instructions for:

displaying, in a schema region of a user interface, a plurality of data field icons corresponding to a plurality of data fields, each of the data fields associated with a respective object of a plurality of objects in an object model;

in response to receiving (i) user selection of a first data field icon of the plurality of data field icons in the schema region and (ii) placement of the first data field icon in a shelf region of the user interface, wherein the first data field icon corresponds to a first data field that is associated with a first object of the plurality of objects of the object model:

generating and displaying a first data visualization in the user interface; and

updating a visual characteristic of a subset of the plurality of data field icons that are displayed in the schema region of the user interface from a first visual characteristic to a second visual characteristic, wherein:

each data field icon in the subset of data field icons is associated with a second object of the plurality of objects, distinct from the first object; and

the data field icons in the subset are user-selectable independently of the first visual characteristic or the second visual characteristic.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 12, 2024
From: NHAN, THOMAS; GOLDIN, GIDEON; SULC, ELAINE WEATHERFIELD; KIM, MINKYEONG; XU, JAY; DOAN, SUSAN DENISE; OTT, JORDAN YEE; ROULEAU, CALEB MARC; FOLTING, ALLAN; LOMOVA, GANNA
To: SALESFORCE, INC.
Reel/Frame 066732/0034 →
Continuity (2)
Provisional Application 63464911 · May 8, 2023
Related Publication 20240378219A1 · Nov 14, 2024
References Cited (37)
US 9779150B1 · Sherman et al. · 2017 [cited by applicant]
US 10402061B2 · Kohlmeier · 2019 [cited by examiner]
US 10795902B1 · Setlur · 2020 [cited by examiner]
US 10997217B1 · Nielsen et al. · 2021 [cited by applicant]
US 11580127B1 · Newman · 2023 [cited by applicant]
US 20020069193A1 · Beavin et al. · 2002 [cited by applicant]
US 20120054226A1 · Cao et al. · 2012 [cited by applicant]
US 20150120698A1 · Plattner et al. · 2015 [cited by applicant]
US 20150134598A1 · Banerjee et al. · 2015 [cited by applicant]
US 20150134599A1 · Banerjee et al. · 2015 [cited by applicant]
US 20160225271A1 · Robichaud et al. · 2016 [cited by applicant]
US 20180089286A1 · Marquardt et al. · 2018 [cited by applicant]
US 20180129374A1 · Kim et al. · 2018 [cited by applicant]
US 20190065565A1 · Stolte · 2019 [cited by examiner]
US 20190155803A1 · Miller et al. · 2019 [cited by applicant]
US 20200026532A1 · Bill et al. · 2020 [cited by applicant]
US 20200401581A1 · Eubank et al. · 2020 [cited by applicant]
US 20210149935A1 · De Boer · 2021 [cited by applicant]
US 20210256039A1 · Weir et al. · 2021 [cited by applicant]
US 20220318262A1 · Whilden · 2022 [cited by examiner]
US 20230394053A1 · Mahdy et al. · 2023 [cited by applicant]
US 20240265024A1 · Newman · 2024 [cited by applicant]
Andreas Grünwald et al., “The semantic model editor,” Semantic Systems, Sep. 4, 2014, Copyright 2014, ACM 978-1-4503-2927, pp. 116-123, 8 pgs. [cited by applicant]
Nhan, Office Action, U.S. Appl. No. 18/424,619, Dec. 4, 2014, 7 pgs. [cited by applicant]
Nhan, Office Action, U.S. Appl. No. 18/424,505, Mar. 7, 2025, 46 pgs. [cited by applicant]
Salesforce, Inc., International Search Report and Written Opinion, PCT/US2024/028206, Jan. 16, 2025, 16 pgs. [cited by applicant]
SS-BI Tutorials, (Feb. 2013), ‘Erwin Data modeler relationships’, https://www.youtube.com/watch?v=UfwyD13jr8Q&t-45s (Year: 2013), 3 pgs. [cited by applicant]
U.S. Appl. No. 18/424,505, filed Jan. 26, 2024. [cited by applicant]
U.S. Appl. No. 18/424,619, filed Jan. 26, 2024. [cited by applicant]
U.S. Appl. No. 15/911,026, filed Mar. 2, 2018. This application issued as U.S. Pat. No. 11,620,315. [cited by applicant]
U.S. Appl. No. 16/236,612, filed Jul. 30, 2020. This application issued as U.S. Pat. No. 11,537,276. [cited by applicant]
U.S. Appl. No. 16/944,047, filed Dec. 30, 2018. This application issued as U.S. Pat. No. 11,216,450. [cited by applicant]
U.S. Appl. No. 17/397,913, filed Aug. 9, 2021. This application issued as U.S. Pat. No. 11,520,463. [cited by applicant]
U.S. Appl. No. 17/307,427, filed May 4, 2021. This application issued as U.S. Pat. No. 12,189,663. [cited by applicant]
Nhan, Notice of Allowance, U.S. Appl. No. 18/424,619, Apr. 1, 2025, 12 pgs. [cited by applicant]
Nhan, Office Action, U.S. Appl. No. 18/751,126, Jun. 2, 2025 22 pgs. [cited by applicant]
Nhan, Office Action, U.S. Appl. No. 18/751,131, Jun. 20, 2025 12 pgs. [cited by applicant]