Interactive Dashboard Snapshots for Up-to-Date Team Sharing

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Solution Overview

Problem

Existing data dashboards are not suitable for sharing with non-data analyst audiences due to high complexity and temporal staleness, and current sharing methods like screenshots and dashboard links fail to accommodate different contexts and device types, making it difficult to update and track dashboard snapshots effectively.

Innovation Solution

A system and interface, named Philo, allows users to create interactive data snapshots from dashboards that can be shared on collaboration platforms, supporting template-based visualization transformations, flexible time filtering, annotations, and snapshot update management, with features like snapshot status indicators and telemetry monitoring.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If static screenshots of dashboard content are shared on collaboration platforms, then sharing is simple and quick, but the screenshots become stale and difficult to update

Engineering Contradiction:
Improvespeed of sharingVSAvoidtimeliness of data
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The patent transforms static dashboard screenshots into dynamic, interactive snapshots that can automatically update. The snapshot system maintains interactivity and data freshness while preserving the simplicity of sharing, resolving the contradiction between quick sharing and timely data by making the shared content dynamically updatable without complicating the sharing process.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The snapshot system enables self-updating behavior where the shared dashboard content automatically reflects the latest data without requiring manual intervention. The system serves itself by maintaining data freshness through automated updates while keeping the sharing mechanism simple and quick.

Inventive Principle:
Principle #25Self-service

2Adaptability or versatility

If dashboard snapshots are made interactive and context-aware, then adaptability to different devices improves, but system complexity increases

Engineering Contradiction:
Improvedevice context adaptabilityVSAvoidsnapshot system complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent creates a universal snapshot system that adapts dashboard content to various device contexts (mobile, tablet, desktop) while maintaining a consistent underlying structure. The same snapshot mechanism serves multiple purposes: sharing, updating, and adapting to different screensizes, thereby improving device context adaptability without proportionally increasing system complexity.

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

Solution Approach 2:

The system adjusts visualization parameters such as chart size, layout, and detail level based on the detected device context. By dynamically changing these parameters while maintaining the core snapshot functionality, the system achieves device adaptability without fundamentally redesigning the entire system architecture.

Inventive Principle:
Principle #35Parameter changes

3Ease of operation

If dashboard content is simplified for business users, then ease of consumption improves, but loss of detailed information occurs

Engineering Contradiction:
Improveease of data consumptionVSAvoiddata detail retention
Core Design Contradiction:
Ease of operationVSLoss of information

Solution Approach 1:

The patent segments dashboard content into multiple levels of detail within the snapshot. Users can access summarized views for ease of consumption while maintaining the ability to drill down into detailed information when needed. This segmentation allows the system to present simplified data for quick understanding while preserving detailed information for those who need it.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The snapshot system dynamically adjusts the level of detail based on user interaction and context. Initially presenting simplified summaries for ease of consumption, the system can expand to show detailed information when users interact with the snapshot, thereby maintaining both ease of operation and information completeness without compromising either.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS12613625B2Retargeting dashboard content as interactive data snapshots for collaboration platforms
Publication Date: 2026.04.28 SALESFORCE INC
  • US12613625B2 patent drawing
  • US12613625B2 patent drawing
  • US12613625B2 patent drawing

AI summary

A computing device receives user selection of a first data element from a first data dashboard that is displayed on the computing device. The user selection designates the first data element as a first snapshot component of a first snapshot. In response to receiving the user selection, the computing device displays, in a first user interface, a plurality of component properties for the first snapshot component. The computing device receives, via the first user interface, user specification of first values for at least a first subset of component properties of the plurality of component properties. In accordance with receiving the user specification, the computing device updates the first snapshot component according to the first values, generates a first snapshot that includes the first snapshot component, and causes the first snapshot to be displayed as a message on a messaging application executed by an electronic device.