Information processing device, information processing method, and information processing program

Abstract

This enables the synchronized processing of multiple charts and graphs with simple setup. [Solution] The association setting information generation unit generates association setting information that associates data for each commercial transaction target of the same specified item, and the chart setting information generation unit generates chart setting information that indicates the data items placed on the chart and the data processing to be performed for each chart corresponding to the operation position on the chart. The operation corresponding item detection unit detects data processing specific information corresponding to the operation position on the chart with different items as coordinate axes from the event correspondence table, and the association data detection unit refers to the association setting information and detects each data for each commercial transaction target associated with the item corresponding to the operation position on the chart. The data processing detection unit detects the data processing of the item corresponding to the operation position on the chart from the chart setting information of each data. The output control unit outputs the chart with the data processing specific information and the chart with the data processing detected by the data processing detection unit to the output target device.

Description

Technical Field

[0005]

[0001] The present invention relates to an information processing apparatus, an information processing method, and an information processing program.

Background Art

[0002] Patent Document 1 (Japanese Patent Laid-Open No. 11-119879) discloses an information processing apparatus that enables document processing or data processing at a desired level (from simple to advanced) by an operation of entering characters, symbols, or figures that a user is accustomed to using in daily life into a document.

[0003] This Patent Document 1 discloses, in paragraph 1660, a technique for creating a graph definition diagram for showing "sales amount" in each year in a bar graph. Further, in paragraph 1720, a technique is disclosed in which a data item name string indicating "year", which is the first data item, is described near the "graph development axis", and a data item name string indicating "sales amount", which is the second data item, is described near the "graph corresponding axis".

[0004] Also, Patent Document 1 describes, in paragraph 2080, a technique for generating "graph management data" for collectively managing graph representative graphic data (example graph diagram data) and all expansion definition data regarding a graph definition diagram. Further, in paragraph 2150, a technique is disclosed in which a definition execution processing unit converts numerical data for each field cell obtained by calculation into a character or character string code representing the corresponding numerical value through a data / character code conversion table, and generates document element data in which the character size or arrangement position of the numerical character string is determined according to a preset arrangement format and stores it in a document element data storage unit. <​​​​​​​​​​​​​​​ [Problems that the invention aims to solve]

[0006] Here, when displaying multiple graphs or other charts on a single screen, and performing data processing corresponding to a predetermined operation on one of the charts, it may be desirable to perform related data processing on the other chart in conjunction with the first chart and display the corresponding data (linked processing).

[0007] To enable this linked processing, it was necessary to configure settings for each specific operation, which resulted in a cumbersome setup process.

[0008] This invention has been made in view of the above-mentioned problems, and aims to provide an information processing device, an information processing method, and an information processing program that enable the linked processing of multiple charts and graphs with simple setup work. [Means for solving the problem]

[0009] To solve the above-mentioned problems and achieve the objective, the information processing device according to the present invention includes: a chart generation unit that generates charts with different items as coordinate axes based on data for each predetermined item of each commercial transaction target; an association setting information generation unit that generates association setting information that associates data for each commercial transaction target of the same specified item; a chart setting information generation unit that generates chart setting information that indicates the data items to be placed on the chart and the data processing to be performed corresponding to the operation position on the chart, as specified for each chart; and an event correspondence table that, when a chart is operated, refers to an event correspondence table in which data processing identification information for each type of chart and each operation position on the chart is set to identify the data processing, and the operation position on the chart of the operated type The system includes: an operation-corresponding item detection unit that detects data processing specific information corresponding to a location; an association data detection unit that, when a chart is operated, refers to association setting information based on the item corresponding to the operation location on the chart and detects each data of each commercial transaction subject associated with the item corresponding to the operation location on the chart; a data processing detection unit that refers to the chart setting information of each detected data and detects data processing corresponding to the item corresponding to the operation location on the chart; and an output control unit that outputs a chart generated by a chart generation unit, which has been processed by the data processing specific information detected by the operation-corresponding item detection unit, and a chart processed by the data processing detection unit, to an output target device.

[0010] Furthermore, in order to solve the above-mentioned problems and achieve the objectives, the information processing method according to the present invention includes: a chart generation step in which a chart generation unit generates a chart with different items as coordinate axes based on data for each predetermined item of each commercial transaction target; an association setting information generation step in which an association setting information generation unit generates association setting information that associates data for each commercial transaction target of the same specified item; a chart setting information generation step in which a chart setting information generation unit generates chart setting information that indicates the data items to be placed on the chart and the data processing to be performed corresponding to the operation position on the chart, as specified for each chart; and an operation corresponding item detection unit, when a chart is operated, refers to an event correspondence table in which data processing identification information for identifying data processing is set for each type of chart and each operation position on the chart, and on the chart of the operated type The system includes: an operation-corresponding item detection step that detects data processing specific information corresponding to the operation position; an association data detection step in which, when the chart is operated, the association data detection unit refers to association setting information based on the item corresponding to the operation position on the chart and detects each data of each commercial transaction subject associated with the item corresponding to the operation position on the chart; a data processing detection step in which the data processing detection unit refers to the chart setting information of each detected data and detects data processing corresponding to the item corresponding to the operation position on the chart; and an output control unit that outputs to an output target device a chart that has undergone data processing indicated by the data processing specific information detected in the operation-corresponding item detection step, which is generated in the chart generation step, and a chart that has undergone data processing detected in the data processing detection step.

[0011] Furthermore, in order to solve the above-mentioned problems and achieve the objective, the information processing program according to the present invention comprises: a chart generation unit that generates charts with different items as coordinate axes based on data for each predetermined item of each commercial transaction target; an association setting information generation unit that generates association setting information that associates the data of each commercial transaction target of the same specified item; a chart setting information generation unit that generates chart setting information that indicates the data items to be placed on the chart and the data processing to be performed corresponding to the operation position on the chart, as specified for each chart; and an event correspondence table that, when a chart is operated, refers to a chart correspondence table in which data processing identification information for identifying data processing for each type of chart and each operation position on the chart is set, and the chart of the operated type The system includes an operation-corresponding item detection unit that detects data processing specific information corresponding to the operation position on the table, an association data detection unit that, when the table is operated, refers to association setting information based on the item corresponding to the operation position on the table and detects each data item of each commercial transaction that is associated with the item corresponding to the operation position on the table, a data processing detection unit that refers to the table setting information of each detected data and detects the data processing corresponding to the item corresponding to the operation position on the table, and an output control unit that outputs the table with data processing indicated by the data processing specific information detected by the operation-corresponding item detection unit, and the table with data processing detected by the data processing detection unit, which are generated by the table generation unit, to the output target device. [Effects of the Invention]

[0012] This invention enables the synchronized processing of multiple charts and graphs with simple setup procedures. [Brief explanation of the drawing]

[0013] [Figure 1] Figure 1 is a block diagram showing the hardware configuration of an information processing device according to an embodiment. [Figure 2] Figure 2 shows an example of a dashboard definition master table. [Figure 3] Figure 3 shows an example of a data source setting master table. [Figure 4]FIG. 4 is a diagram showing an example of a data source column master table. [Figure 5] FIG. 5 is a diagram showing an example of business data. [Figure 6] FIG. 6 is a diagram showing an example of an event correspondence table. [Figure 7] FIG. 7 is a diagram for explaining an association operation. [Figure 8] FIG. 8 is a diagram showing an example of association setting information generated by an association setting information generation unit. [Figure 9] FIG. 9 is a diagram showing association setting information with an association name of "person in charge name" or "accounting year / month". [Figure 10] FIG. 10 is a diagram showing an association setting screen in a state where the number of data of each associated item is displayed in a list. [Figure 11] [[ID=2I]]FIG. 11 is a diagram showing an example of a data processing setting screen. [Figure 12] FIG. 12 is a diagram showing an example of chart setting information. [Figure 13] FIG. 13 is a diagram showing an example of chart setting information of a comparison graph by person in charge. [Figure 14] FIG. 14 is a diagram showing an example of chart setting information of a comparison graph of the number of sales. [Figure 15] FIG. 15 is a diagram showing an example of chart setting information of a correlation scatter diagram of the number and amount. [Figure 16] FIG. 16 is a diagram showing an example of chart setting information of a line graph of the change in sales amount. [Figure 17] FIG. 17 is a diagram showing the flow of the first half display operation of the "event list" for the data processing setting screen display area of the drill-down setting screen. [Figure 18] FIG. 18 is a diagram showing the flow of the second half display operation of the "event list" for the data processing setting screen display area of the drill-down setting screen. [Figure 19] FIG. 19 is a diagram for explaining the highlighting process of a graph. [Figure 20]Figure 20 is a diagram illustrating the operation when the processing type "Extract" is set in the graph selection settings information of the chart information. [Figure 21] Figure 21 is a diagram illustrating the operation when the X-axis selection setting information for the chart information is set to the "extract" processing type. [Figure 22] Figure 22 is a diagram illustrating the extraction operation when the processing type "extract" is set for the data column information in the chart information. [Figure 23] Figure 23 illustrates the display behavior of extracted data when the processing type "extract" is set for the data column information in the chart information. [Figure 24] Figure 24 is a diagram illustrating the flow of linked processing when the legend for "January 2023" in the bar graph of "Comparison by Person in Charge (Product A)" is clicked. [Figure 25] Figure 25 is a diagram illustrating the detection process for other data associated with the "Comparison by Person in Charge (Product A)" data. [Figure 26] Figure 26 shows the "Comparison by Salesperson (Product A)" bar graph after the legend for "January 2023" in the "Comparison by Salesperson (Product A)" bar graph was clicked, extracting and displaying the sales figures for each salesperson for "January 2023". [Figure 27] Figure 27 shows the "Sales Count Comparison (Product A)" bar graph, which displays the sales figures for each salesperson for "January 2023" in the "Sales Count Comparison (Product A)" bar graph, extracted in conjunction with clicking the legend for "January 2023" in the "Sales Count Comparison (Product A)" bar graph. [Figure 28] Figure 28 shows the correlation diagram for "Correlation between Number of Items and Amount (Product B)," which is displayed without any data processing because the legend for "January 2023" in the bar graph of "Comparison by Person in Charge (Product A)" was clicked, but the data column information extraction type was set to "None." [Figure 29]Figure 29 shows a line graph of "Sales Trend (Product C)" where the accounting month range for sales amount in "January 2023" is displayed in red, in conjunction with clicking the legend for "January 2023" in the bar graph of "Comparison by Person in Charge (Product A)". [Figure 30] Figure 30 is another diagram illustrating the flow of linked processing when the accounting year and month (X-axis) for "January 2023" in the line graph of "Sales Trend (Product C)" is clicked. [Figure 31] Figure 31 is a diagram illustrating the detection process for other data associated with the "Sales Amount Trend (Product C)" data. [Figure 32] Figure 32 shows the line graph of "Sales Amount Trend (Product C)" where the accounting month (X-axis) for "January 2023" is clicked, resulting in the accounting month range for "January 2023" being displayed in red. [Figure 33] Figure 33 shows a bar graph of "Comparison by Salesperson (Product A)" which displays the sales figures for each salesperson for the accounting month of January 2023, extracted by clicking on the accounting month (X-axis) for January 2023 in the line graph of "Sales Amount Trend (Product C)". [Figure 34] Figure 34 shows the bar graph for "Sales Transaction Count Comparison (Product A)" which displays the sales transaction count for each salesperson for the accounting month of "January 2023" extracted when the accounting month (X-axis) for "January 2023" is clicked on the line graph for "Sales Transaction Count Trend (Product C)". [Figure 35] Figure 35 shows the correlation diagram for "Correlation between Number of Items and Amount (Product B)," which is displayed without any data processing because the accounting year and month (X-axis) for "January 2023" in the line graph of "Sales Amount Trend (Product C)" was clicked, but the data column information extraction type was set to "None." [Figure 36] Figure 36 shows an example of the alert list confirmation screen. [Modes for carrying out the invention]

[0014] The following describes in detail, with reference to the drawings, a dashboard creation system that is an embodiment to which the present invention is applied. However, the present invention is not limited to the following embodiments.

[0015] (overview) Although this is merely one example, the dashboard creation system of this embodiment is an example of applying the present invention to the dashboard creation system developed and patented earlier by the applicant of the present invention, as described in Japanese Patent Application No. 2022-069420 (Japanese Patent Publication No. 2023-159616). Therefore, the dashboard creation system of this embodiment has the following constituent elements in addition to the constituent elements of the dashboard creation system of Japanese Patent Application No. 2022-069420 (Japanese Patent Publication No. 2023-159616), thereby enabling efficient setting of click events for figures and tables.

[0016] In recent years, corporate internal control standards have been revised, leading to increased demand for strengthened controls and monitoring. By employing detection methods tailored to various types of fraud in corporate management, fraud can be detected efficiently. Furthermore, using dashboards allows for appropriate analysis of detection results for each type of fraud.

[0017] While such dashboards can be created from settings using the dashboard creation system described in Japanese Patent Application No. 2022-069420 (Japanese Patent Publication No. 2023-159616), it is necessary to register a process for each click event. Therefore, when pre-configuring according to the analysis scenario, it becomes necessary to set the number of patterns for the number of charts / tables, click events, number of processes to set, and processing types (highlight, extract, no processing), making the setup complicated.

[0018] To explain in more detail, suppose there are two stacked bar graphs on the dashboard: the first is a stacked bar graph with the accounting year and month on the x-axis, sales amount on the y-axis, and the person in charge in the legend; and the second is a stacked bar graph with the accounting year and month on the x-axis, number of sales on the y-axis, and the person in charge in the legend. In some cases, you may want to perform analysis by setting a processing type (highlight, extract, or no processing) for each graph item (x-axis, legend, bars, line, points).

[0019] (Example A-1) When the x-axis of the first chart is clicked, highlight the clicked x-axis.

[0020] Furthermore, there are times when you want to correlate processes and perform analysis across charts and graphs on a dashboard. (Example A-2) When the x-axis of the first chart is clicked, the x-axis of the second chart is extracted using the value of the clicked x-axis.

[0021] Furthermore, there are times when you want to analyze processes by linking them bidirectionally between charts and graphs on the dashboard. (Example A-3) When the legend of the first figure is clicked, the clicked legend is highlighted. Additionally, the legend of the second figure that has the same value as the clicked legend of the first figure is highlighted. If the legend of the second figure is clicked, the clicked legend is highlighted. Additionally, the legend of the first figure that has the same value as the clicked legend of the second figure is highlighted.

[0022] (Example A-4) When the legend of the first figure / table is clicked, the clicked legend is highlighted. Additionally, the legend of the second figure / table with the same value as the clicked legend of the first figure / table is extracted. If the legend of the second figure is clicked, the clicked legend is extracted. Additionally, the legend of the first figure that matches the value of the clicked legend of the second figure is highlighted.

[0023] On the other hand, if the number of charts and graphs in the dashboard increases, and the settings for Example A-1 or Example A-2 increase, the settings become more complicated. For example, suppose the following four charts and graphs are placed on the dashboard.

[0024] Figure 1 (x-axis: person in charge, y-axis: sales amount, legend: stacked bar graph of accounting year and month) The second chart (a stacked bar graph with accounting year and month on the x-axis, number of sales on the y-axis, and the legend showing the person in charge) The third chart (scatter plot with the number of sales transactions on the x-axis, sales amount on the y-axis, and the legend indicating the person in charge) The fourth chart (a line graph with accounting year and month on the x-axis, sales amount on the y-axis, and the legend showing the person in charge)

[0025] In this case, you may want to perform the same processing for the click events of multiple charts and graphs.

[0026] (Example B-1) When you click the x-axis of the first figure, the legend of the second figure, or the legend of the third figure, you may want to highlight the legend of the fourth figure. In this case, the following three settings are required.

[0027] When the x-axis of the first chart is clicked, the legend of the fourth chart will be highlighted to match the x-axis value that was clicked. If the legend of the second figure is clicked, the legend of the fourth figure will be highlighted with the same value as the legend of the second figure that was clicked. If the legend of the third figure is clicked, the legend of the fourth figure will be highlighted with the same value as the clicked legend.

[0028] Furthermore, when setting up bidirectional associations, as in (Example A-3) and (Example A-4), there is no direct link between the figures and tables, so it is necessary to set up the click events for each figure and table.

[0029] The settings for each click event in each chart involve many configuration items, which can lead to settings being missed and also makes it time-consuming to verify the settings.

[0030] Furthermore, because there is no interconnection between the various charts and graphs, it is necessary to configure the settings for their mutual operation separately for each event. For this reason, the dashboard creation system of this embodiment includes information about the data items used in the graphs or tables in the definition of the data source to be configured, and instead of associating processing with click events, it associates with the data sources of the charts and graphs and extracts the targets for processing of click events.

[0031] In other words, the dashboard creation system described in Japanese Patent Application No. 2022-069420 (Japanese Patent Publication No. 2023-159616) is a procedural, event-driven system that describes processing for each item click event in each chart, and defines the correspondence with the chart item to be processed for each processing type (highlighting or extraction).

[0032] In contrast, the dashboard creation system of this embodiment is a rule-based, event-driven system that associates and sets data items in the data source and executes processing based on these associations. Specifically, it associates and sets data items in the data source of the chart, and sets the processing type for each item in the chart when a click event occurs. When a click event occurs, it detects the item to be processed based on the association settings and the processing type settings for each chart item, and then executes the processing.

[0033] Furthermore, the dashboard creation system of this embodiment focuses on the association of data items in the data source and implements a function for setting associations. Specifically, it allows users to set any number of associations from the data items in the data source using a screen for setting associations. In addition, any number of data items from the data source can be set for each association.

[0034] Furthermore, the dashboard creation system of this embodiment allows for setting a processing type for each chart item. Initially, data items used in the chart items are highlighted, while other data items are extracted.

[0035] Thus, the dashboard creation system of this embodiment establishes associations starting from the data items of the data source, and by setting one process for each chart item in each chart, it is possible to trigger a process in conjunction with the association at a predetermined event. Therefore, it is possible to prevent setting errors, verify settings in a short time, and enable comprehensive, complete, and efficient settings.

[0036] Furthermore, by establishing associations based on data items in the data source and defining the behavior of each chart item in each chart through the assignment of click events, the interconnection of events between charts and tables is made easier. As a result, interconnections between charts and tables can be established, eliminating the cumbersome process of setting up the interaction of each event for each individual event.

[0037] (composition) Figure 1 shows the configuration of a dashboard creation device according to an embodiment. In Figure 1, the dashboard creation device 1 and the developer terminal device 51 are interconnected via a network 50 so that they can communicate with each other.

[0038] The dashboard creation device 1 provides the developer terminal device 51 with a dashboard development platform (tool) and a settings screen (e.g., a web page) for generating dashboards.

[0039] In other words, the dashboard creation device 1 sends a web page (screen and program) to be executed by the developer terminal device 51 based on the application definition information of the dashboard creation program. The developer terminal device 51 reads and executes the sent web page in its web browser, and communication takes place between the client web page (screen + program) and the server application of the dashboard creation device 1.

[0040] To reiterate, the dashboard creation device 1 reads the configuration information set on the settings screen using a low-code platform and expands the configuration information into memory on the dashboard creation device 1, thereby generating a server application and a client web page (screen + program) to be executed on the execution screen of the developer terminal device.

[0041] This client web page (screen + program) is sent from the dashboard creation device 1 to the developer terminal device 51, where it is loaded and executed in the web browser on the developer terminal device 51. The program for the client web page can be implemented using methods that are feasible with well-known web application technologies (for example, a format including instructions or runtime variables written in JavaScript®).

[0042] The dashboard developer accesses the dashboard creation device 1 via the developer terminal device 51 and creates the dashboard. The developer operates the settings screen provided by the dashboard creation device 1 using, for example, a web browser on the developer terminal device 51.

[0043] The dashboard creation device 1 is, for example, a workstation or a commercially available desktop personal computer. As shown in Figure 1, the dashboard creation device 1 comprises a storage unit 2, a control unit 3, a communication interface unit 4, and an input / output interface unit 5. Each of the units 2 to 5 of the dashboard creation device 1 is connected to each other via any communication path so as to be able to communicate with one another.

[0044] The communication interface unit 4 connects the dashboard creation device 1 to the network 50 so that it can communicate via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 4 has the function of communicating data with other devices via a communication line.

[0045] Network 50 can be, for example, a wide-area network such as the Internet, or a private network such as a LAN (Local Area Network).

[0046] An input / output interface unit 5 is connected to an input device 6 and an output device 7. The input device 6 can include a keyboard, mouse, and microphone, as well as a pointing device function provided on the monitor screen. The output device 7 can include a monitor (including a home television), as well as external devices such as a speaker or printer.

[0047] The storage unit 2 can be, for example, a memory device such as RAM (Random Access Memory) or ROM (Read Only Memory), as well as a fixed disk device such as a hard disk, a flexible disk device, or an optical disk.

[0048] Memory unit 2 stores a dashboard creation program that enables the linked processing of multiple charts and graphs with simple setup.

[0049] Furthermore, the storage unit 2 stores the dashboard definition master table 11, the data source setting master table 12, the data source column master table 13, the business data storage unit 14 where business data is stored, the event correspondence table storage unit 15, and the setting item storage unit 16, among others.

[0050] Figure 2 shows an example of a dashboard definition master table 11. As shown in Figure 2(a), the dashboard definition master table 11 stores the dashboard definition code (dashboard definition CD), dashboard definition name, and setting item information, etc.

[0051] The dashboard definition code (CD) is a unique code assigned to the dashboard definition, and in the example in Figure 2(a), it is "First DB". The dashboard definition name is the name of the dashboard definition, and in the example in Figure 2(a), it is "Sales Analysis Dashboard".

[0052] The configuration information is stored in JSON (JavaScript® Object Notation) format as dashboard definition settings, and is divided into association settings and chart settings.

[0053] Association setting information is information that links data for each commercial transaction object (e.g., product) of the same specified item. As shown in Figure 2(b), this association setting information is setting information that links the data for each product for each item, such as the name of the person in charge, the accounting year and month, or the department name. In other words, association setting information is setting information that links data for the same item among the data for each product. More details will be described later.

[0054] The chart setting information is generated by the drill-down settings described later, using Figures 12 and 13, etc., and as shown in Figure 2(b), it is setting information that indicates the data items to be placed on the chart and the data processing to be performed corresponding to the operation position on the chart, which are specified for each chart (graph or correlation scatter plot, etc.). Figure 2(b) is an example where the setting information for the salesperson comparison graph named "Salesperson Comparison (Product A)", the sales number comparison graph named "Sales Number Comparison (Product A)", the sales number correlation scatter plot named "Correlation between Number and Amount (Product B)", and the sales amount trend line graph named "Sales Amount Trend (Product C)" has been set.

[0055] As shown in Figure 3, the data source settings master table 12 stores the dashboard definition CD, data source definition name, and stored procedure name, among other things. The stored procedure name is a name assigned to manage the stored procedure used in the data source definition.

[0056] As shown in Figure 4, the data source column master table 13 stores the data source column names (items) for each data source definition, along with the dashboard definition CD and data source definition name. The example in Figure 4 shows the data source column names for sales slip data for products A to C, indicating that the sales slip data for products A to C each has the following items: "Slip Number," "Accounting Year and Month," "Sales Date," "Department Name," "Salesperson Name," "Sales Amount," and "Remarks."

[0057] In other words, Figure 5 shows the business data for product A stored in the business data storage unit 14. As shown in Figure 5, the sales slip data for each product is managed by item, such as accounting year and month, name of person in charge, department name, number of sales, and sales amount.

[0058] As shown in Figure 6, the event correspondence table stored in the event correspondence table storage unit 15 stores the operation position for each chart and the chart information of the chart setting information that is referenced in relation to this operation position.

[0059] In other words, if the chart is a single bar graph and a bar of the graph is clicked, or if the X-axis is clicked, it is set to refer to the "X-axis information" in the chart settings information. Similarly, if the chart is a stacked bar graph and a bar of the graph is clicked, or if the legend is clicked, it is set to refer to the "legend information" in the chart settings information. Furthermore, if the chart is a stacked bar graph and a bar of the graph is clicked, or if the X-axis is clicked, it is set to refer to the "X-axis information" in the chart settings information.

[0060] Similarly, if the chart is a clustered bar graph and a bar of the graph is clicked, or if the legend is clicked, the "Legend Information" in the chart settings information is referenced. Also, if the chart is a clustered bar graph and a bar of the graph is clicked, or if the X-axis is clicked, the "X-axis Information" in the chart settings information is referenced.

[0061] Similarly, if the chart is a line graph and a point on the graph is clicked, or if the legend is clicked, the system is configured to refer to the "Legend Information" in the Chart Settings. Also, if the chart is a line graph and a point on the graph is clicked, or if the X-axis is clicked, the system is configured to refer to the "X-axis Information" in the Chart Settings.

[0062] Similarly, if the chart is a scatter plot and a point on the scatter plot is clicked, or if the legend is clicked, the "Legend Information" in the chart settings information is set to be referenced.

[0063] Additionally, if the chart is a pie chart and the legend is clicked, it is configured to refer to the "Legend Information" in the Chart Settings.

[0064] Additionally, if the chart is a heatmap or bar graph, and a cell is clicked, the system is configured to refer to the "Data Column Information" in the Chart Settings.

[0065] (Functional configuration of information processing equipment) Next, the control unit 3 executes the dashboard creation program stored in the storage unit 2, and functions as a chart generation unit 21, a data generation unit 22, a detection unit 23, and an output control unit 29, as shown in Figure 1. The data generation unit 22 includes an association setting information generation unit 24 and a chart setting information generation unit 25. The detection unit 23 also includes an operation corresponding item detection unit 26, an association data detection unit 27, and a data processing detection unit 28.

[0066] In this example, the diagram generation unit 21 to the output control unit 29 are described as being implemented in software based on the dashboard creation program, but all or part of the diagram generation unit 21 to the output control unit 29 may be implemented in hardware. In either case, the same effects as described later can be obtained.

[0067] The chart generation unit 21 generates charts with different items as coordinate axes based on data for each predetermined item of each commercial transaction subject (goods or services) (see Figure 11).

[0068] The association setting information generation unit 24 generates association setting information that associates the data of each commercial transaction target of the same specified item (see Figures 7 and 9).

[0069] The chart setting information generation unit 25 generates chart setting information that specifies the data items to be placed on the chart (see Figure 11) and the data processing to be performed corresponding to the operation positions on the chart (see Figures 12 to 16).

[0070] When a chart is manipulated, the operation-corresponding item detection unit 26 refers to an event correspondence table (see Figure 6) which contains data processing identification information (legend information, X-axis information, column information, etc. in Figure 6) for identifying data processing for each type of chart and each operation position on the chart, and detects the data processing identification information (legend information, X-axis information, column information, etc. in Figure 6) corresponding to the operation position on the chart of the manipulated type.

[0071] The association data detection unit 27, when a chart is manipulated, refers to association setting information based on the item corresponding to the operation position on the chart, and detects each data item of each commercial transaction that is associated with the item corresponding to the operation position on the chart (see Figure 25).

[0072] The data processing detection unit 28 refers to the chart setting information of each detected data and detects the data processing (see processing types in Figures 13 to 16) corresponding to the item corresponding to the operation position on the chart.

[0073] The output control unit 29 outputs a chart to the output target device (output device 7) that has undergone data processing (for example, data processing of the "extraction" processing type corresponding to the legend information in Figure 24(c)) as indicated by the data processing identification information (legend information, X-axis information, column information, etc. in Figure 6) detected by the operation-corresponding item detection unit 26, which is generated by the chart generation unit 21.

[0074] Furthermore, the output control unit 29 outputs the data-processed charts (for example, the data-processed charts shown in Figures 26 to 29) detected by the data processing detection unit 28 to the output target device.

[0075] Furthermore, the output control unit 29 displays a list of data for each commercial transaction target of the specified item on the display unit (see Figures 7(b) to 7(d)).

[0076] Furthermore, the association setting information generation unit 24 generates association setting information that includes the specified items (item names in Figure 9(a)) and identification information (data source definition names in Figure 9(b)) for identifying each data item of each listed commercial transaction target.

[0077] Furthermore, the output control unit 29 displays the number of each item and the number of specific pieces of data for each commercial transaction target associated with each item on the display unit based on the association setting information (see Figure 7(a)).

[0078] Furthermore, the chart setting information generation unit 25 generates chart setting information that includes the specified data processing from among the following: "extraction" data processing, which extracts and displays data of items displayed at the operation position on the chart; "emphasis" data processing, which highlights and displays data of items operated on the chart in a predetermined display format; and "none" data processing, which does not execute data processing even if an operation is performed (see Figure 12).

[0079] Furthermore, when generating chart setting information that includes "emphasis" data processing, the chart setting information generation unit 25 generates chart setting information that includes at least one of the following specified pieces of information: information indicating whether or not to perform data processing to change the background color of the data of the item corresponding to the operation position on the chart, information indicating the specified background color, and information indicating the transparency of the background color (see Figure 12).

[0080] (Data association behavior) Next, the operation of associating data for each product will be explained. In this case, the person in charge specifies the display of the association setting screen via the input device 6. As a result, the output control unit 29 displays the association setting screen illustrated in Figure 7(a) via the output device 7. The person in charge enters the desired dashboard definition CD and dashboard definition name on this association setting screen and operates the "New" button. The example in Figure 7(a) shows an example where the dashboard definition CD for "First DB" and the dashboard definition name for "Sales Analysis Dashboard" have been entered.

[0081] When the "New" button is pressed, the output control unit 29 displays the detailed association settings screen, as illustrated in Figure 7(b), via the output device 7. The person in charge enters an arbitrary association name on this detailed association settings screen. Figure 7(b) shows an example where "Department Name" is entered as the arbitrary association name.

[0082] Next, the person in charge operates the "New Row" button shown in Figure 7(b). As a result, the output control unit 29 displays a list of the names of each product data source definition associated with the specified first DB in the data source display field of the association details setting screen, based on the data source setting master table 12 shown in Figure 7(c).

[0083] In this example, as shown in Figure 7(c), the data source setting master table 12 associates sales slip data for products A to C with the first database. Therefore, the output control unit 29 displays the names of the sales slip data for products A to C, as shown in Figure 7(c), as a so-called pull-down menu in the data source display field. The person in charge selects the desired data source (sales slip data name) from this pull-down menu.

[0084] Furthermore, once a desired data source is selected, the output control unit 29 refers to the data source column master table 13 shown in Figure 7(d) and displays the data source column names corresponding to the sales slip data name selected by the person in charge, such as slip number, accounting year and month, sales date, etc., as a pull-down menu in the column name display field, as shown in Figure 7(b). The person in charge selects the desired "data source column name" from this pull-down menu.

[0085] The person in charge repeatedly operates the "New Row" button to select the desired data source definition name and then selects the data source column name corresponding to the selected data source definition name. As a result, as shown in Figure 7(b), desired data sources such as sales slip data (product A) to sales slip data (product C) can be set for an arbitrarily set association name, for example, "department name," and desired data source column names such as "department name" can be set for each data source.

[0086] Furthermore, using the aforementioned pull-down menu, it is possible to set the data source column name to "Department Name" for the data source of sales slip data (product A), to "Accounting Year and Month" for the data source of sales slip data (product B), and to set the data source column name to "Salesperson's Name" for the data source of sales slip data (product C).

[0087] Furthermore, as shown in Figure 7(b), the output control unit 29, when a desired row is selected from the list of data source and column name rows and the "Delete Row" button is pressed, hides (=deletes) the selected row.

[0088] Once the desired association name is specified and the desired data source and column names are selected, and the "Register" button shown in Figure 7(b) is operated, the association setting information generation unit 24 generates association setting information for the "Department Name" association name, including the data source definition name and column name (item name) of each selected and associated product, as shown in Figure 8(b), and stores it in the setting item storage unit 16, as shown in Figure 8(b). The association setting information stored in the setting item storage unit 16 is also stored in the dashboard definition master table 11, as shown in Figure 8(c).

[0089] Figure 9(a) shows the association setting information with the association name set to "Responsible Person Name". In this example of Figure 9(a), it shows that the data in the "Responsible Person Name" field of the sales slip data for products A to C are associated with each other. This association setting information set to "Responsible Person Name" is stored in the setting item storage unit 16 and the dashboard definition master table 11, as described above.

[0090] Similarly, Figure 9(b) shows the association setting information with the association name set to "Accounting Year and Month". In this example of Figure 9(b), it is shown that the data in the "Accounting Year and Month" field of the sales slip data for products A to C are associated with each other. This association setting information set to "Accounting Year and Month" is stored in the setting item storage unit 16 and the dashboard definition master table 11, as described above.

[0091] Once the association setting information is stored in the setting item storage unit 16 and the dashboard definition master table 11, the output control unit 29 returns the display screen to the association setting screen as shown in Figure 10. The output control unit 29 then refers to the association setting information stored in the setting item storage unit 16 or the dashboard definition master table 11 and displays a list of the number of data for each associated item.

[0092] Figure 10 shows an example where sales slip data for "accounting year and month" is linked for a total of three products: Product A, Product B, and Product C. Furthermore, Figure 10 shows an example where sales slip data for "salesperson name" is linked for a total of three products: Product A, Product B, and Product C, and sales slip data for "department name" is linked for a total of three products: Product A, Product B, and Product C.

[0093] (Data processing settings and operation) Next, data processing is set for the operation position (operated item) of each chart (drill-down setting). That is, when the operator specifies the drill-down setting, the output control unit 29 displays the drill-down setting screen illustrated in Figure 11 via the output device 7. The operator enters the desired dashboard definition (dashboard definition CD and dashboard definition name) on this drill-down setting screen. Figure 11 is an example where the dashboard definition CD for "First DB" and the dashboard definition name for "Sales Analysis Dashboard" have been entered.

[0094] The chart generation unit 21, based on the chart setting information described later, refers to the business data shown in Figure 5 and generates a bar graph comparing sales by person in charge for product A, as shown in the upper part of Figure 11, with the X-axis representing each person in charge, the Y-axis representing sales amount, and the legend representing accounting year and month. The chart generation unit 21 also refers to the business data shown in Figure 5, based on the chart setting information described later, and generates a bar graph comparing sales volume for product A, as shown in the middle part of Figure 11, with the X-axis representing accounting year and month, the Y-axis representing sales volume, and the legend representing each person in charge. The chart generation unit 21 also refers to the business data shown in Figure 5, based on the chart setting information described later, and generates a correlation diagram of the number of sales and sales amount for product B, as shown in the lower part of Figure 11, with the X-axis representing sales volume, the Y-axis representing sales amount, and the legend representing each department.

[0095] The output control unit 29 displays each chart (graph and correlation diagram) generated by the chart generation unit 21 in the chart display area 54 of the drill-down setting screen, as illustrated in Figure 11. The chart generation unit 21 and the output control unit 29 also display data processing setting buttons 60a to 60c for each chart in an empty area, such as the upper right corner of each chart.

[0096] When any of the setting buttons 60a to 60c are operated by the person in charge, the chart generation unit 21 and the output control unit 29 display the data processing setting screen corresponding to the operated setting button in the data processing setting screen display area 55 of the drill-down setting screen.

[0097] Figure 11 shows the data processing settings screen that appears when the setting button 60a for the bar graph comparing sales by person in charge of product A is operated. As an example, the data processing settings screen displays settings for setting the processing when a graph is selected, settings for setting the processing when the graph background (X axis) is selected, and settings for data columns.

[0098] The settings screen for configuring the processing when a graph is selected allows you to select the processing type for data when the X-axis of the bar graph showing the sales figures for product A is clicked (X-axis click), and when the bars of the graph are clicked (bar click).

[0099] As an example, the processing types include "Extract" data processing, which extracts and displays information corresponding to the click operation location; "Highlight" data processing, which displays information corresponding to the click operation location as a highlight; and "None," which does not perform any data processing even if a click operation is performed.

[0100] The settings screen in the upper part of Figure 11, which is used to configure the processing when a graph is selected, shows an example where the "Extract" processing type is selected. The settings screen in the middle part of Figure 11, which is used to configure the processing when a graph background is selected, shows an example where the "Highlight" processing type is selected. The settings screen in the lower part of Figure 11, which is used to configure the processing of data columns, shows an example where the "None (No data processing performed)" processing type is selected.

[0101] Of these, as shown in the settings screen in the middle, if you select the "emphasis" processing type, you can also set the emphasis style for the graph background (X axis). Specifically, when you select the "emphasis" processing type, you can set whether or not to change the background color, select the emphasis color, and set the emphasis transparency. Figure 11 is an example where the background color is "changed," "red" is selected as the emphasis color, and "0% (transparency 0%)" is set as the emphasis transparency.

[0102] Once such drill-down settings are made and the "Register" button shown in Figure 11 is operated, the chart setting information generation unit 25 generates the chart setting information shown in Figure 12(b) based on the configured data processing shown in Figure 12(a), and stores this information in the setting item storage unit 16 and the dashboard definition master table 11, as shown in Figures 8(b) and 8(c).

[0103] Figure 13 shows an example of chart settings for a comparison graph by salesperson. In this example, the chart name is "Comparison by Salesperson (Product A)", the chart type is "Clustered Bar Chart", and the data source definition name is "Sales Slip Data (Product A)".

[0104] Furthermore, this "Comparison by Person in Charge (Product A)" grouped bar graph has a legend with the legend ID and data column name set to "Accounting Year and Month," the X-axis (X-axis information) is set to "Person in Charge," and the Y-axis (Y-axis information) is set to "Sales Amount."

[0105] Furthermore, in this chart, when the "Accounting Year and Month" legend in the clustered bar graph is clicked, the clicked legend is extracted. Also, in this chart, when the "Person in Charge" on the X-axis is clicked, the clicked X-axis is highlighted, for example, in red.

[0106] Figure 14 shows an example of chart settings for a sales volume comparison graph. In this example, the chart name is "Sales Volume Comparison (Product A)", the chart type is "Clustered Bar Chart", and the data source definition name is "Sales Slip Data (Product A)".

[0107] Furthermore, this "Sales Count Comparison (Product A)" clustered bar graph has a legend with the legend ID "Responsible Person" and the data column name "Responsible Person Name," the X-axis (X-axis information) is set to "Fiscal Year and Month," and the Y-axis (Y-axis information) is set to "Sales Count."

[0108] Furthermore, in this chart, when the "Name of Person in Charge" in the legend of the clustered bar graph is clicked, the clicked legend is highlighted. Also, in this chart, when the "Accounting Year and Month" on the X axis is clicked, the information for the clicked "Accounting Year and Month" is extracted and displayed.

[0109] Figure 15 shows an example of chart settings information for a scatter plot showing the correlation between the number of items and the amount. In this example, the chart name is "Correlation between Number of Items and Amount (Product B)", the chart type is "Scatter Plot", and the data source definition name is "Sales Slip Data (Product B)".

[0110] Furthermore, this correlation scatter plot of "Correlation between Number of Items and Amount (Product B)" has a legend with the legend ID "Department" and the data column name "Department Name," with the X-axis (X-axis information) set to "Number of Sales Items" and the Y-axis (Y-axis information) set to "Sales Amount."

[0111] Furthermore, in this chart, when the "Department Name" in the scatter plot legend is clicked, the clicked legend is highlighted. Also, in this chart, when the "Number of Sales" on the X axis is clicked, the information for the clicked "Number of Sales" is highlighted in red.

[0112] Figure 16 shows an example of chart settings information for a line graph showing the trend in sales figures. In this example, the chart name is "Sales Figure Trend (Product C)", the chart type is "Line Graph", and the data source definition name is "Sales Slip Data (Product C)".

[0113] Furthermore, this line graph of "Sales Trend (Product C)" has a legend with the legend ID "Person in Charge" and the data column name "Person in Charge Name," the X-axis (X-axis information) is set to "Accounting Year and Month," and the Y-axis (Y-axis information) is set to "Sales Amount."

[0114] Furthermore, in this chart, when the "Name of Person in Charge" in the legend of the line graph is clicked, the clicked legend is highlighted. Also, in this chart, when the "Accounting Year and Month" on the X axis is clicked, the information of the clicked "Accounting Year and Month" is highlighted in red with 50% transparency.

[0115] (Event list display behavior) Next, we will explain the display operation of the "Event List" in the data processing settings screen display area 55 of the drill-down settings screen shown in Figure 11.

[0116] As described above, suppose the setting button 60a for the "Comparison by Person in Charge (Product A)" chart, which is one of the charts displayed in the chart display area 54 of the drill setting screen, is operated. In this case, as shown in Figure 17(a), the chart setting information generation unit 25 refers to the chart information of the "Comparison by Person in Charge (Product A)" chart stored in the setting item storage unit 16 and detects the data source definition name of "Sales slip data (Product A)" and the data column name of "Accounting year and month" in the legend information.

[0117] Then, the chart setting information generation unit 25, based on the detected data source definition name of "Sales slip data (product A)" and the data column name of "Accounting year and month" in the legend information, refers to the data source column master table 13 shown in Figure 17(b) and detects the data source definition name of "Sales slip data (product A)" and the data source column name of "Accounting year and month" in the legend information.

[0118] Furthermore, as shown in Figure 17(c), the chart setting information generation unit 25 refers to the "accounting year" association information stored in the setting item storage unit 16 and detects the data source definition name of "sales slip data (product A)" and the item name of "accounting year and month" stored as association information.

[0119] The chart setting information generation unit 25 then detects chart information from the setting item information of the setting item storage unit 16 that uses the data source definition name "Sales slip data (product A)" and the item name "Accounting year and month" which were detected from the association information of the setting item storage unit 16. In this example, as shown in Figure 17(d), chart information with the chart name "Sales Count Comparison (product A)" is detected as chart information that uses the data source definition name "Sales slip data (product A)" and the item name "Accounting year and month".

[0120] Next, the chart setting information generation unit 25, as shown in Figures 17(d) and 18(a), refers to the event correspondence table as shown in Figure 18(b), based on the data source definition name of "Sales slip data (product A)", the chart type of the chart information using the item name "Accounting year and month", and the axis or column in which "Accounting year and month" is set.

[0121] In this example, the chart type is a "grouped bar graph," and the X-axis is set to "accounting year and month." Therefore, the chart setting information generation unit 25 obtains event information for "bar click" and "X-axis click" by referring to the event correspondence table, as shown in Figure 18(b).

[0122] The output control unit 29 displays the event information for "bar click" and "X-axis click" along with the chart name, such as "Sales Count Comparison (Product A)," in the event list display area of ​​the data processing settings screen display area 55 of the drill-down settings screen, as shown in Figure 18(c).

[0123] (Graph highlighting) Next, when performing graph enhancement processing, the graph generation unit 21 refers to the graph selection setting information and X-axis selection setting information set in the graph information of the setting item information, as shown in Figure 19(a).

[0124] In this example, the graph selection setting is configured to display the clicked line graph as a red line graph with 0% transparency. Therefore, the graph generation unit 21 generates data for graph display in which the clicked line graph is a red line graph with 0% transparency, as shown in Figure 19(b). As a result, the output control unit 29 displays the clicked line graph as a red line graph with 0% transparency, as shown in Figure 19(b).

[0125] In this example, the X-axis selection setting is configured to highlight the range (period, etc.) on the line graph corresponding to the click operation with red with 50% transparency. Therefore, as shown in Figure 19(c), the chart generation unit 21 generates chart display data with a background of red with 50% transparency for the range of the accounting period, such as January 2023, on the clicked line graph. As a result, the output control unit 29 displays the background of the range on the clicked line graph with a red background with 50% transparency, as shown in Figure 19(c).

[0126] (Extraction process) Next, as shown in Figure 20(a), if the processing type of the graph selection setting information for the chart information is set to "extract," then, as shown in Figure 20(b), suppose the legend for "January 2023" in the bar graph of "Comparison by Person in Charge (Product A)" is clicked. In this case, as shown in Figure 20(c), the chart generation unit 21 generates a bar graph that extracts the sales amounts for each person in charge A to C for "January 2023" based on the business data shown in Figure 5.

[0127] As a result, as shown in Figure 20(c), the output control unit 29 displays a bar graph showing the sales figures for each person in charge, A to C, for the month of January 2023, which was clicked.

[0128] Similarly, as shown in Figure 21(a), if the processing type of the X-axis selection setting information for the chart information is set to "extract," and as shown in Figure 21(b), for example, if the bar graph for "January 2023" in the "Sales Count Comparison (Product A)" bar graph is clicked, then, as shown in Figure 21(c), the chart generation unit 21 generates a bar graph extracting the sales amount for each person in charge A to C for "January 2023" based on the business data shown in Figure 5.

[0129] As a result, as shown in Figure 21(c), the output control unit 29 displays a bar graph showing the number of sales transactions for each person in charge, A to C, in "January 2023," which was the selected operation.

[0130] Next, as shown in Figure 22(a), if "extraction" is specified for a data column such as "department name" in the data column information of the chart, then, as shown in Figure 23(a), the legend for "First Department" in the correlation diagram of "Correlation between Number of Items and Amount (Product B)" is clicked.

[0131] In this case, the chart generation unit 21 refers to the business data as shown in Figure 22(b) and extracts the business data (sales slip data) of the "first department" where the click operation was performed, as shown in Figure 22(c). This extracts the business data (sales slip data) of employees A and B belonging to the "first department".

[0132] As shown in Figure 23(c), the chart generation unit 21 generates a bar graph of "Sales Count Comparison (Product A)" corresponding to the business data (sales slip data) of employees A and B belonging to the extracted "First Department". As a result, the output control unit 29 displays the "Sales Count Comparison (Product A)" in the form of extracting the business data (sales slip data) of employees A and B belonging to the "First Department", as shown in Figure 23(c), from the "Sales Count Comparison (Product A)" graph before extraction shown in Figure 23(b).

[0133] (Check alert list) Next, the dashboard definition configured in this way can be viewed on the alert list confirmation screen. When the operator specifies that the alert list confirmation screen should be displayed, the chart generation unit 21 displays the alert list confirmation screen shown in Figure 36 via the output device 7. On this alert list confirmation screen, the names of the configured dashboard definitions described above are displayed in the dashboard definition selection field. The example in Figure 36 shows an example where only the dashboard definition name "Sales Analysis Dashboard" is displayed.

[0134] When the operator selects a desired dashboard definition, the chart generation unit 21 generates and displays the configured charts based on the selected dashboard definition, as shown in Figure 36. This example in Figure 36 shows a grouped bar graph comparing sales by salesperson (product A), a grouped bar graph comparing sales volume (product A), and a scatter plot showing the correlation between volume and amount (product B).

[0135] (Linked processing of charts and graphs based on click events) Next, we will explain the linked processing operation of charts and graphs based on click events in the dashboard creation device of the embodiment. First, Figure 24 is a diagram to explain the linked processing operation when the legend for "January 2023" in the bar graph of "Comparison by Person in Charge (Product A)" is clicked.

[0136] As shown in Figure 24(a), when the person in charge clicks the legend for "January 2023" in the grouped bar graph of "Comparison by Person in Charge (Product A)", the operation-corresponding item detection unit 26 refers to the event correspondence table stored in the event correspondence table storage unit 15, as shown in Figure 24(b), and detects data processing identification information (legend information, X-axis information, column information, etc.) for the chart information that corresponds to "clicking the legend in the grouped bar graph". In this example, the data processing identification information for "legend information" is detected.

[0137] Next, the association data detection unit 27, based on the data source definition names "Accounting Year and Month" and "Sales Slip Data (Product A)" set in the data processing identification information of the "Legend Information" shown in Figure 24(c), refers to the association information of the setting item information shown in Figure 25(b) via the data source column master table 13 shown in Figure 25(a) and detects the data source definition names associated with the "Sales Slip Data (Product A)" data by the item name "Accounting Year and Month". In this example, the data source definition names of "Sales Slip Data (Product A)", "Sales Slip Data (Product B)", and "Sales Slip Data (Product C)" are detected as data source definition names associated with the "Sales Slip Data (Product A)" data by the item name "Accounting Year and Month".

[0138] Next, as shown in Figure 26(a), the data processing detection unit 28 refers to the chart information of "Sales Slip Data (Product A)" and detects the processing type included in the graph selection setting information where the data source definition name is "Sales Slip Data (Product A)" and the chart name is "Comparison by Person in Charge (Product A)". In this example, the processing type "Extraction" is detected.

[0139] When the "extraction" processing type is detected, the chart generation unit 21 extracts the sales amounts for each employee A to C corresponding to the accounting month of "January 2023" in the legend clicked on "Comparison by Employee (Product A)," based on the business data shown in Figure 5. Then, it generates a bar graph of the sales amounts for each employee A to C corresponding to the accounting month of "January 2023."

[0140] The output control unit 29 displays a bar graph of the sales amount for each salesperson A to C corresponding to the generated accounting month of "January 2023" as the first chart on the dashboard via the output device 7. This allows the display of a bar graph of "Salesperson Comparison (Product A)" extracted from the sales amount for each salesperson A to C for the accounting month of "January 2023," as shown in Figures 26(b) and 26(c), in conjunction with clicking the legend for "January 2023" in the bar graph of "Salesperson Comparison (Product A)."

[0141] Next, the data processing detection unit 28 refers to the chart information of the "Sales Count Comparison Graph" as shown in Figure 27(a). This allows it to set the X-axis title to "Accounting Year and Month" and the processing type to "Extraction".

[0142] In response to this setting, the chart generation unit 21 refers to the business data shown in Figure 5 and generates a bar graph of sales volume comparison (product A) based on the business data. The X-axis is set to the accounting year and month of "January 2023" in the legend clicked on "Comparison by person in charge (product A)," and the sales volume of each person in charge A to C in "January 2023" is extracted.

[0143] The output control unit 29, in conjunction with a click operation on the legend of "Accounting Year and Month" in "Sales Slip Data (Product A)", transitions the aggregate bar graph of sales figures by accounting year and month and by salesperson shown in Figure 27(b) to a bar graph (sales figure comparison (product A)) showing the sales figures for each salesperson A to C in the accounting year and month of "January 2023" that was clicked, as shown in Figure 27(c), and displays it as a second chart on the dashboard via the output device 7.

[0144] Next, the data processing detection unit 28 refers to the chart information whose data source definition name is "Sales Slip Data (Product B)", which is associated with "Sales Slip Data (Product A)" by the "Accounting Year and Month" item in the association information shown in Figure 25(b). As shown in Figure 28(a), the chart name for this chart information with "Sales Slip Data (Product B)" as the data source definition name is "Correlation between Count and Amount (Product B)", and the chart type is set to "Scatter Plot". In addition, the extraction type for the data column information for which "Accounting Year and Month" is set is set to "None".

[0145] In this case, the chart generation unit 21 does not perform any data processing on the scatter plot of "Correlation between number of items and amount (product B)," leaving it as is. As a result, as shown in Figure 28(b), the correlation diagram of "Correlation between number of items and amount (product B)," which is displayed as a third chart on the dashboard, continues to be displayed on the dashboard without any data processing, as shown in Figure 28(c).

[0146] Next, the data processing detection unit 28 refers to the chart information whose data source definition name is "Sales Slip Data (Product C)", which is associated with "Sales Slip Data (Product A)" in the "Accounting Year and Month" item in the association information shown in Figure 25(b). This chart information with "Sales Slip Data (Product C)" as the data source definition name is set to use "Accounting Year and Month" as the X-axis title, as shown in Figure 29(a). In addition, the accounting year and month are set to be highlighted in red with 50% transparency.

[0147] Therefore, the chart generation unit 21 generates a line graph of "Sales Amount Trend (Product C)" with a red background with 50% transparency for the accounting month range of "January 2023" when the legend on the bar graph of "Sales Slip Data (Product A)" was clicked.

[0148] As a result, as shown in Figures 29(b) and 29(c), the output control unit 29 can display a line graph of "Sales Amount Trend (Product C)" with a red background of 50% transparency for the accounting month range of "January 2023," which is generated in conjunction with the click operation of the legend for "Accounting Year and Month" in "Sales Slip Data (Product A)," as a fourth chart on the dashboard via the output device 7.

[0149] Next, Figure 30 is a diagram illustrating the linked processing operation when the text "January 2023" on the X-axis of the line graph "Sales Trend (Product C)," which is displayed on the dashboard as the fourth chart, is clicked.

[0150] As shown in Figure 30(a), when the person in charge clicks the text "January 2023" on the X-axis of the line graph for "Sales Trend (Product C)", the operation-corresponding item detection unit 26 refers to the event correspondence table stored in the event correspondence table storage unit 15, as shown in Figure 30(b), and detects data processing identification information (legend information, X-axis information, column information, etc.) for the chart information that corresponds to "clicking the X-axis of the line graph". In this example, the data processing identification information for "X-axis information" is detected.

[0151] Next, the association data detection unit 27, based on the X-axis title of "Accounting Year and Month" and the data source definition name of "Sales Slip Data (Product C)" set in the data processing identification information of "X-axis information" shown in Figure 30(c), refers to the association information of the setting item information shown in Figure 31(b) via the data source column master table 13 shown in Figure 31(a) and detects the data source definition name associated with the "Sales Slip Data (Product C)" data by the item name "Accounting Year and Month". In this example, the data source definition names of "Sales Slip Data (Product A)", "Sales Slip Data (Product B)", and "Sales Slip Data (Product C)" are detected by the item name "Accounting Year and Month".

[0152] Next, as shown in Figure 32(a), the data processing detection unit 28 refers to the chart information of "Sales Amount Trend (Product C)" using the data source definition name "Sales Slip Data (Product C)" and obtains a setting (X-axis information) to set the X-axis title to "Accounting Year and Month". It also obtains a setting (X-axis selection setting information) to highlight the background of the clicked accounting year and month with red with 50% transparency.

[0153] Based on this setting, the chart generation unit 21 generates a line graph of "Sales Amount Trend (Product C)" as shown in Figure 32(c), with the accounting month range of "January 2023" set to a red background with 50% transparency.

[0154] The output control unit 29 displays the generated line graph of "Sales Amount Trend (Product C)" with a red background of 50% transparency as a fourth chart on the dashboard via the output device 7. As a result, in conjunction with a click operation on the "Sales Amount Trend (Product C)" shown in Figure 32(b), a line graph of "Sales Amount Trend (Product C)" with a red background of 50% transparency for the accounting month range of "January 2023" can be displayed as a fourth chart on the dashboard via the output device 7, as shown in Figure 32(c).

[0155] Next, the data processing detection unit 28 refers to the chart information of the data source definition name of "Sales Slip Data (Product A)" which is associated with "Sales Slip Data (Product C)" in the "Accounting Year and Month" item in the association information shown in Figure 25(b). In the chart information of the data source definition name of "Sales Slip Data (Product A)", "Accounting Year and Month" is set as legend information as shown in Figure 33(a), and the extraction type "Extract" is set as graph selection setting information.

[0156] Therefore, the chart generation unit 21 generates a grouped bar graph of individual sales representative comparisons (product A) based on the business data shown in Figure 5, by extracting the sales amounts for each sales representative A to C in "January 2023" as clicked on the line graph of "Sales Amount Trend (product C)".

[0157] The output control unit 29 transitions the aggregate bar graph of sales figures by salesperson (product A), which is displayed by accounting month and by salesperson in Figure 33(b), to a bar graph of sales figures for each salesperson A to C in the accounting month of "January 2023" that was clicked, as shown in Figure 33(c), and displays it as the first chart on the dashboard via the output device 7.

[0158] Next, the data processing detection unit 28 refers to the graph information of the data source definition name of "Sales Slip Data (Product A)" which is associated with "Sales Slip Data (Product C)" in the "Accounting Year and Month" item in the association information shown in Figure 31(b). In the graph information of the data source definition name of "Sales Slip Data (Product A)", "Accounting Year and Month" is set as the X-axis information, as shown in Figure 34(a), and the extraction type "Extract" is set as the graph selection setting information.

[0159] Therefore, the chart generation unit 21 generates a grouped bar graph of sales volume comparison (product A) by extracting the number of sales for each person in charge A to C in the accounting month of "January 2023" which was clicked on the line graph of sales amount trend (product C) shown in Figure 5.

[0160] The output control unit 29 transitions the aggregated bar graph of sales volume comparison (product A), which previously displayed the number of sales by accounting month and by salesperson as shown in Figure 34(b), to the aggregated bar graph of sales volume comparison (product A) which extracts the number of sales for each salesperson A to C in the accounting month of "January 2023," as shown in Figure 34(c), and displays it as a second chart on the dashboard via the output device 7.

[0161] This allows a clustered bar graph of sales volume comparison (Product A), which extracts the sales volume for each salesperson A to C during the accounting month of "January 2023," in conjunction with clicking on the accounting month of "January 2023" on the line graph of sales revenue trend (Product C).

[0162] Next, the data processing detection unit 28 refers to the diagram information of the data source definition name of "Sales Slip Data (Product B)" which is associated with "Sales Slip Data (Product C)" by the "Accounting Year and Month" item in the association information shown in Figure 31(b). In the diagram information of the data source definition name of "Sales Slip Data (Product B)", as shown in Figure 35(a), "None" is set as the extraction type for the data column information for which "Accounting Year and Month" is set.

[0163] In this case, the chart generation unit 21 does not perform any data processing on the scatter plot of "Sales Slip Data (Product B)" and leaves it as is. As a result, as shown in Figure 35(b), the scatter plot of "Correlation between Number of Items and Amount (Product B)" displayed as a third chart on the dashboard continues to be displayed on the dashboard as a third chart without any data processing, as shown in Figure 35(c).

[0164] (Effects of the embodiment) As is clear from the above description, the dashboard creation device 1 of the embodiment can obtain the following effects.

[0165] 1. By establishing associations based on data items in the data source and setting a single process for each chart item in each chart, it is possible to perform a predetermined process when a predetermined event occurs in conjunction with the association. Therefore, it is possible to link multiple charts with simple setup work. Furthermore, it enables comprehensive, omission-free, and efficient setup, preventing the occurrence of setting omissions and allowing for quick verification of settings.

[0166] 2. By establishing associations based on data items in the data source and defining the behavior of each chart item in each chart by assigning click events, it becomes easy to create interoperability between events in charts. This allows for the creation of interconnections between charts and eliminates the cumbersome process of setting up each event separately to enable interaction.

[0167] [Contribution to the United Nations-led Sustainable Development Goals (SDGs)] This invention can contribute to improving operational efficiency and promoting appropriate management decisions by companies, and therefore can contribute to SDGs Goals 8 and 9.

[0168] Furthermore, this invention can contribute to reducing waste and promoting paperless and digital processes, thereby contributing to SDGs Goals 12, 13, and 15.

[0169] Furthermore, this invention can contribute to strengthening control and governance, and therefore can contribute to achieving the 16 goals of the SDGs.

[0170] [Other embodiments] The present invention can be implemented in various different forms within the scope of the technical idea described in the claims, even in embodiments other than those described above.

[0171] For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically may be performed manually. Alternatively, all or part of the processes described as being performed manually may be performed automatically by known methods or the like.

[0172] Furthermore, unless otherwise specified, the processing procedures, control procedures, specific names, registration data for each process, information including search conditions and other parameters, screen examples, and database configuration shown in the specification or drawings can be changed at will.

[0173] Furthermore, with respect to the dashboard creation device 1, each component shown in the illustration is a functional concept and does not necessarily have to have the physical configuration shown. For example, the processing functions of the dashboard creation device 1, particularly the processing functions performed by the control unit 3, may be implemented in whole or in any part by a program interpreted and executed by the control unit 3 (CPU: Central Processing Unit), or by hardware using wired logic.

[0174] The program is recorded on a non-temporary, computer-readable recording medium containing programmed instructions for the information processing device to execute the processes described in the embodiment, and is mechanically read by the dashboard creation device 1 as needed. In other words, the storage unit 2, such as ROM or HDD, records a computer program that works in cooperation with the OS (Operating System) to give instructions to the control unit 3 (CPU) and perform various processes. This computer program is loaded into RAM, unpacked, and executed as appropriate by the control unit 3.

[0175] Furthermore, the dashboard creation program of the dashboard creation device 1 may be stored on another server device connected to the dashboard creation device 1 via any network, and all or part of it may be downloaded and executed as needed.

[0176] Furthermore, the dashboard creation program for executing the processes described in the embodiment may be stored on a non-temporary computer-readable recording medium, or it may be configured as a program product.

[0177] Here, any "portable physical medium" can be used as the "recording medium," such as memory cards, USB (Universal Serial Bus) memory, SD (Secure Digital) cards, flexible disks, magneto-optical disks, ROMs, EPROMs (Erasable Programmable Read Only Memory), EEPROMs (Registered Trademark) (Electrically Erasable and Programmable Read Only Memory), CD-ROMs (Compact Disk Read Only Memory), MOs (Magneto-Optical Disks), DVDs (Digital Versatile Disks), and Blu-ray (Registered Trademark) Discs.

[0178] Furthermore, "program" refers to a data processing method written in any language or writing method, regardless of whether it is source code or binary code.

[0179] Furthermore, the term "program" is not necessarily limited to a single, monolithic entity, but also includes those that are distributed as multiple modules or libraries, and those that work in cooperation with other programs, such as an operating system, to achieve their functions.

[0180] Furthermore, for the specific configuration, reading procedure, and post-reading installation procedure for the dashboard creation device 1 of the embodiment, well-known configurations or procedures can be used.

[0181] The storage unit 2 is a storage means such as memory devices like RAM and ROM, fixed disk devices like hard disks, flexible disks, and optical disks, and stores various programs, tables, databases, and web page files used for various processing or website provision.

[0182] Furthermore, the dashboard creation device 1 may be composed of a known personal computer device or an information processing device such as a workstation, or it may be composed of an information processing device to which any peripheral devices are connected. In addition, the information processing device may be implemented by implementing software (including programs or data, etc.) that realizes the processing described in the embodiment.

[0183] Furthermore, the specific forms of distribution and integration of the devices are not limited to those shown in the figures, and all or part of them can be configured by functionally or physically distributing or integrating them in any unit according to various additions or functional loads. In other words, the embodiments described above can be selectively implemented by arbitrarily combining the embodiments described above. [Industrial applicability]

[0184] The present invention is particularly suitable for application to an information processing apparatus that performs information processing by linking multiple charts and graphs according to predetermined operations. [Explanation of symbols]

[0185] 1. Dashboard creation device 2 Storage section 3. Control Unit 4. Communication Interface Section 5 Input / Output Interface Section 6 Input devices 7 Output device 11. Dashboard Definition Master Table 12. Data Source Configuration Master Table 13. Data Source Column Master Table 14. Business Data Storage Unit 15 Event-Related Table Storage Unit 16 Setting item storage section 21 Chart Generation Unit 22 Data Generation Unit 23 Detection unit 24 Association setting information generation unit 25. Figure / Table Setting Information Generation Unit 26 Operation Corresponding Item Detection Unit 27. Association Data Detection Unit 28 Data Processing Detection Unit 29 Output Control Unit 50 Networks 51 Developer terminal device

Claims

1. A chart generation unit generates a chart with different items as coordinate axes based on data for each predetermined item of each commercial transaction, A relationship setting information generation unit generates relationship setting information that associates the data of each of the aforementioned commercial transaction targets of the same specified item, A diagram setting information generation unit generates diagram setting information that specifies the data items to be placed on the diagram and the data processing to be performed on the data corresponding to the operation position on the diagram, for each diagram. When the aforementioned chart is manipulated, an operation correspondence item detection unit refers to an event correspondence table in which data processing identification information for identifying the data processing is set for each type of chart and each operation position on the chart, and detects the data processing identification information corresponding to the operation position on the chart of the manipulated type. When the aforementioned chart is operated, the association data detection unit refers to the association setting information based on the item corresponding to the operation position on the chart, and detects each of the data of each of the aforementioned commercial transaction targets that is associated with the item corresponding to the operation position on the chart. A data processing detection unit that refers to the chart setting information of each detected data and detects the data processing corresponding to the item corresponding to the operation position on the chart, An output control unit outputs the chart generated by the chart generation unit, the chart that has undergone the data processing indicated by the data processing identification information detected by the operation-corresponding item detection unit, and the chart that has undergone the data processing detected by the data processing detection unit to an output target device. An information processing device having

2. The output control unit displays a list of data for each of the specified commercial transaction items on the display unit. The association setting information generation unit generates the association setting information which includes the specified item and specific information for identifying each of the data of each of the listed commercial transaction targets. The information processing apparatus according to claim 1, characterized by the following:

3. The output control unit displays on the display unit the number of each item and the number of each piece of data associated with each of the commercial transaction targets, based on the association setting information. The information processing apparatus according to claim 2, characterized in that

4. The aforementioned chart setting information generation unit generates chart setting information that includes the specified data processing, which includes "extraction" data processing that extracts and displays data of items displayed at the operation position on the chart, "emphasis" data processing that highlights and displays data of items operated on the chart in a predetermined display format, and "none" data processing that does not execute data processing even if an operation is performed. An information processing apparatus according to any one of claims 1 to 3, characterized by the above.

5. The chart setting information generation unit generates the chart setting information, including the "emphasis" data processing, and generates the chart setting information that includes at least one of the following pieces of information: information indicating whether or not to perform data processing to change the background color of the data of the item corresponding to the operation position on the chart, information indicating the specified background color, and information indicating the transparency of the background color. The information processing apparatus according to claim 4, characterized by the above.

6. The chart generation unit generates a chart using different items as coordinate axes based on data for each predetermined item of each commercial transaction target in the chart generation step, The association setting information generation step involves the association setting information generation unit generating association setting information that associates each of the data of the commercial transaction target of the same specified item, The diagram setting information generation unit generates diagram setting information that specifies for each diagram the items of data to be placed on the diagram, and the data processing to be performed on the data corresponding to the operation position on the diagram. Operation-corresponding item detection unit, when the chart is operated, refers to an event correspondence table in which data processing identification information for identifying the data processing is set for each type of chart and each operation position on the chart, and detects the data processing identification information corresponding to the operation position on the chart of the operated type; The association data detection unit, when the chart is operated, refers to the association setting information based on the item corresponding to the operation position on the chart, and detects each of the data of each of the commercial transaction targets that is associated with the item corresponding to the operation position on the chart; A data processing detection step in which the data processing detection unit refers to the chart setting information of each detected data and detects the data processing corresponding to the item corresponding to the operation position on the chart, The output control unit outputs the chart that has undergone the data processing indicated by the data processing identification information detected in the operation corresponding item detection step, which is generated in the chart generation step, and the chart that has undergone the data processing detected in the data processing detection step, to the output target device. An information processing method having

7. Computers, A chart generation unit generates a chart with different items as coordinate axes based on data for each predetermined item of each commercial transaction, A relationship setting information generation unit generates relationship setting information that associates the data of each of the aforementioned commercial transaction targets of the same specified item, A diagram setting information generation unit generates diagram setting information that specifies the data items to be placed on the diagram and the data processing to be performed on the data corresponding to the operation position on the diagram, for each diagram. When the aforementioned chart is manipulated, an operation correspondence item detection unit refers to an event correspondence table in which data processing identification information for identifying the data processing is set for each type of chart and each operation position on the chart, and detects the data processing identification information corresponding to the operation position on the chart of the manipulated type. When the aforementioned chart is operated, the association data detection unit refers to the association setting information based on the item corresponding to the operation position on the chart, and detects each of the data of each of the aforementioned commercial transaction targets that is associated with the item corresponding to the operation position on the chart. A data processing detection unit that refers to the chart setting information of each detected data and detects the data processing corresponding to the item corresponding to the operation position on the chart, Output control unit outputs the chart generated by the chart generation unit, the chart after the data processing indicated by the data processing identification information detected by the operation corresponding item detection unit, and the chart after the data processing detected by the data processing detection unit to the output target device. An information processing program that functions as such.

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