Interactive Dashboard Snapshots for Fresh Collaboration Sharing
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Solution Overview
Problem
Existing data dashboards are not suitable for sharing with business users due to their complexity and lack of adaptability across different contexts, leading to stale information and difficulty in updating and tracking usage on collaboration platforms.
Innovation Solution
The system and user interface, named Philo, enables the retargeting of dashboard content as interactive snapshots, supporting authoring, composing, and sharing on collaboration platforms, with features like template-based visualization design transformations, flexible time filtering, annotations, and snapshot update management.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Ease of manufacture
If dashboard content is shared as static screenshots on collaboration platforms, then sharing is simple, but the information becomes stale and cannot be updated
Solution Approach 1:
The patent transforms static dashboard screenshots into dynamic interactive snapshots that can be updated automatically. The snapshot system maintains interactivity and freshness by allowing users to update filters, time ranges, and data sources while preserving the snapshot's identity and shareability on collaboration platforms.
Solution Approach 2:
The patent introduces an intermediary layer between the dashboard and collaboration platform. The snapshot acts as a mediator that captures dashboard state at a specific time while enabling updates and sharing without requiring direct integration with the original dashboard system.
2Loss of information
If dashboard content is shared with complex data visualizations, then information completeness is maintained, but adaptability to different contexts and audiences is reduced
Solution Approach 1:
The patent segments dashboard content into discrete, reusable snapshot components that can be independently configured. Users can select specific visualizations, filters, and time ranges to create targeted snapshots suitable for different audiences and contexts while maintaining the original comprehensive data structure.
Solution Approach 2:
The patent applies local quality by allowing different portions of the dashboard to be adapted for specific purposes. Each snapshot can be customized with specific filters, aggregations, and visualizations tailored to the intended audience, while the underlying data remains intact and accessible.
3Ease of manufacture
If dashboard content is shared without temporal context, then sharing is straightforward, but the validity and timeliness of data for decision-making is compromised
Solution Approach 1:
The patent performs preliminary action by capturing the dashboard state at a specific point in time when the snapshot is created. This temporal context is recorded and preserved, allowing recipients to understand the timing of the data while enabling updates when new information becomes available.
Solution Approach 2:
The patent implements feedback mechanisms that allow snapshot creators to update snapshots with new data while maintaining awareness of the original temporal context. The system tracks when snapshots were created and allows users to respond to changing conditions by updating snapshots with current data while preserving historical context.
4Loss of time
If dashboard content is shared as-is, then sharing effort is minimized, but the complexity of the dashboard prevents effective communication with business users
Solution Approach 1:
The patent extracts specific elements from the complex dashboard and packages them into standalone snapshots. Users can select and extract particular visualizations, filters, and time ranges that are most relevant for communication with business users, separating the essential communication elements from the comprehensive analysis functionality.
Solution Approach 2:
The patent creates copies of dashboard content in the form of snapshots that can be shared independently. These snapshots replicate the essential data and visualizations needed for communication while being simplified and optimized for sharing on collaboration platforms like Slack and Teams.
Data Source
AI summary
A computer system receives user specification of values for a plurality of snapshot properties of a first snapshot. The first snapshot includes a first snapshot component that is extracted from a first data dashboard. The first data dashboard is associated with a first data source. The user specification includes a first date/time for which data in the first snapshot is valid and a first collaboration platform to which the first snapshot is to be exported. The computer system, in accordance with receiving the user specification, generates a first snapshot specification for the first snapshot according to the values for the plurality of snapshot properties. The computer system generates the first snapshot according to the first snapshot specification. The computer system causes the first snapshot to be displayed as a message on a messaging application of an electronic device. The messaging application is associated with the first collaboration platform.