Document Data Connection Artifact Suggestion System

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Solution Overview

Problem

Users face challenges when creating data connections and queries in productivity applications, as defining these can be time-consuming and discouraging, often leading to duplication of efforts, and existing search tools disrupt the normal workflow.

Innovation Solution

The system suggests relevant report artifacts, such as data connections and queries, from other documents based on similarities, allowing users to easily add them to their documents, enhancing productivity by surfacing relevant documents and artifacts in the user interface.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If users manually create data connections and queries in productivity applications, then they can access external data sources and perform data analysis, but the process becomes time-consuming and painstaking

Engineering Contradiction:
Improvedata connection functionalityVSAvoidtime to create data connections
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs preliminary actions by automatically discovering and pre-configuring data connections and queries based on document content and context, so that when users need data analysis functionality, the groundwork is already done, significantly reducing the time required to create data connections

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system enables self-service by automatically identifying relevant data sources, creating data connections, and generating queries without requiring manual user configuration, allowing the system to serve itself in setting up data infrastructure

Inventive Principle:
Principle #25Self-service

2Ease of manufacture

If users manually search through other documents to find useful connections and queries, then they can avoid duplicating efforts, but this falls outside of normal workflow

Engineering Contradiction:
Improveavoiding duplication of effortsVSAvoidworkflow continuity
Core Design Contradiction:
Ease of manufactureVSEase of operation

Solution Approach 1:

The system merges the document creation workflow with the data connection discovery workflow, so that finding and reusing existing data connections happens seamlessly within the normal document creation process, rather than requiring separate manual search operations

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system acts as an intermediary that automatically searches and identifies relevant data connections from other documents, presenting them to users within the context of their current work, thus mediating between the need to avoid duplication and maintain workflow continuity

Inventive Principle:
Principle #24Intermediary (Mediator)

3Ease of operation

If users are not familiar with data connection tools, then they can use productivity applications more simply, but they cannot effectively create data connections and queries

Engineering Contradiction:
Improvesimplicity of useVSAvoiddata connection capability
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The system performs the complex task of data connection creation automatically based on document context, eliminating the need for users to understand or configure data connections manually, thus maintaining simplicity while ensuring capability

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system performs preliminary analysis of document content and automatically prepares appropriate data connections and queries, so that users receive ready-to-use configurations without needing to understand the underlying data connection mechanisms

Inventive Principle:
Principle #10Preliminary action

Data Source

PatentUS10599314B2Identifying and surfacing relevant report artifacts in documents
Publication Date: 2020.03.24 MICROSOFT TECHNOLOGY LICENSING LLC
  • US10599314B2 patent drawing
  • US10599314B2 patent drawing
  • US10599314B2 patent drawing

AI summary

Disclosed herein are systems, methods, and software for enhancing document productivity. In at least one implementation, an attempt to add a data connection in a document is identified. In response to identifying the attempt to add the data connection in the document, at least one other document is identified as relevant to the attempt. A suggestion may be surfaced in a user interface that identifies at least a portion of the one other documents.