Contextual Report Creator for Enterprise Data
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Solution Overview
Problem
Users of enterprise business software face difficulties in creating custom reports due to the complexity of data objects and fields, leading to challenges in uniquely identifying them, especially for those unfamiliar with the specific terminology of the software system.
Innovation Solution
A contextual report definition creator that receives an indication of a familiar data instance from the user, retrieves associated fields and report data sources, and presents them in a familiar context, allowing users to select relevant information for report creation, including sorting, filtering, and security policies.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Adaptability or versatility
If the enterprise software system provides a rich set of functionality with many data objects and data fields, then the system's adaptability and versatility are improved, but the device complexity increases making it difficult for users to uniquely identify and select the appropriate data objects and fields
Solution Approach 1:
The patent segments the report creation process into distinct phases: data object selection, data field selection, and report configuration. Each phase presents only relevant options to the user, breaking down the complex task of creating a custom report from thousands of possible data objects and fields into manageable steps with context-appropriate choices.
Solution Approach 2:
The patent introduces an intermediary reporting interface that sits between the user and the complex data structure. This interface translates user-friendly data object and field selections into the technical parameters needed for report generation, mediating between the simplicity users desire and the complexity of the underlying system.
2Adaptability or versatility
If the enterprise software system includes many kinds of data objects and data fields, then the system's functionality is enhanced, but users unfamiliar with the specific terminology will have difficulty creating their desired reports
Solution Approach 1:
The patent applies local quality by providing context-specific presentations of data objects and fields. Rather than using uniform technical terminology throughout, the system adapts the presentation of data elements to match the user's current context and familiar concepts, making each local interaction intuitive while maintaining access to the full system functionality.
3Measurement precision
If the system provides extensive filtering and sorting options for data, then the measurement precision and data selection accuracy are improved, but the ease of operation deteriorates due to the complexity of navigating numerous options
Solution Approach 1:
The patent implements dynamic filtering and sorting capabilities that adapt to the user's selections and context. The available filtering and sorting options change dynamically based on the data objects and fields already selected, presenting only relevant refinement options at each stage rather than a static comprehensive list of all possible filters and sorts.
Data Source
AI summary
A system for defining a report comprises a processor and a memory. The processor is configured to retrieve a set of fields associated with a received indication of a familiar data instance; retrieve a set of report data sources, wherein the set of report data sources is associated with one or more fields selected from a set of fields associated with the familiar data instance; and define a report using a selected report data source from the set of report data sources. The memory is coupled to the processor and is configured to provide the processor with instructions.