Dashboard Editor Instant Preview Data Visualization

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Solution Overview

Problem

Conventional methods for developing visual analysis and display of data are time-consuming, non-intuitive, and require administrators to work on a platform separate from the final visual result, leading to slow and inefficient data analysis and display development.

Innovation Solution

A method and system for displaying data using a selected source and visualization, allowing users to choose data sources and visualizations within a dashboard editor, enabling instant preview and configuration, thereby simplifying the data display process and improving user interaction.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If traditional methods are used for developing visual analysis and display of data, then data can be displayed, but the development process is time-consuming and non-intuitive

Engineering Contradiction:
Improvedata display development efficiencyVSAvoidtime required for visualization development
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The patent combines the data source selection, visualization configuration, and preview functionality into a single integrated dashboard editor interface. Users can simultaneously access and configure multiple data sources and visualizations within one workspace, eliminating the need to switch between separate platforms or tools. This merging of previously separate functions into a unified interface directly addresses the time-consuming nature of traditional methods by allowing all visualization development activities to occur in one place.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system performs preliminary actions by automatically generating preview visualizations based on selected data sources and visualization types before final configuration is complete. This allows users to see potential results and make adjustments early in the process, rather than waiting until the end of configuration. The instant preview capability enables users to evaluate and refine their visualizations iteratively, significantly reducing the time required to achieve the desired visual analysis.

Inventive Principle:
Principle #10Preliminary action

2Ease of operation

If administrators work on a platform separate from the final visual result, then configuration can be done, but the process becomes slow and inefficient

Engineering Contradiction:
Improveuser interaction intuitivenessVSAvoidvisual analysis development speed
Core Design Contradiction:
Ease of operationVSProductivity

Solution Approach 1:

The patent merges the configuration environment and the visualization display environment into a single integrated dashboard editor. Previously, administrators had to work in a separate configuration platform and then transfer or reference the results in a different system. Now, both configuration and visualization occur simultaneously in the same interface, making the workflow more intuitive and eliminating the inefficiency of working across multiple disconnected platforms.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system implements immediate feedback by providing instant previews of visualizations as users configure them. When users select data sources, adjust parameters, or choose visualization types, the system automatically updates the preview in real-time within the same interface. This immediate feedback loop allows users to see the direct impact of their configuration actions without leaving the editor, making the operation more intuitive and accelerating the development process.

Inventive Principle:
Principle #23Feedback

3Adaptability or versatility

If multiple data sources and visualizations are configured separately, then comprehensive data analysis can be achieved, but the complexity of the process increases

Engineering Contradiction:
Improvedata source and visualization optionsVSAvoidconfiguration process complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent segments the configuration process into distinct, manageable components within the dashboard editor. Users can independently select and configure multiple data sources, choose from various visualization types, and adjust parameters for each element separately. Each data source and visualization is treated as an independent configurable unit, allowing users to build comprehensive analyses by combining multiple segmented elements without being overwhelmed by the overall complexity. The interface presents these segmented options in an organized manner, making it easier to manage complex configurations.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The dashboard editor is designed as a universal platform that handles multiple data sources, various visualization types, and different configuration needs within a single interface. Rather than requiring separate tools or processes for each type of data or visualization, the system provides multi-functional capabilities that work across all data sources and visualization formats. This universality reduces process complexity by eliminating the need to switch between specialized tools, allowing users to configure comprehensive analyses using one integrated system that adapts to diverse requirements.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS8656291B2System, method and computer program product for displaying data utilizing a selected source and visualization
Publication Date: 2014.02.18 SALESFORCE INC
  • US8656291B2 patent drawing
  • US8656291B2 patent drawing
  • US8656291B2 patent drawing

AI summary

In accordance with embodiments, there are provided mechanisms and methods for displaying data utilizing a selected source and visualization. These mechanisms and methods for displaying data utilizing a selected source and visualization can enable enhanced data display, improved data display development, increased time savings, etc.