Dynamic Aggregate Report Filtering via Sequential Evaluation
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Solution Overview
Problem
Conventional aggregate report filtering processes fail to account for previously applied filters, leading to discrepancies between visually inspected and filtered results, as they only consider global values and not the visible values or totals in the report.
Innovation Solution
The solution involves dynamically filtering aggregate reports by maintaining a collection of filters in a designated evaluation order, applying each filter step-by-step, and recalculating aggregate values to ensure that filtering is based on the current visible values in the report, maintaining the order of filter application whether initially or upon refresh.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Measurement precision
If conventional filtering processes apply filters based on global values only, then the filtering process is simple and fast, but the filtering results do not match user expectations and are inconsistent with visible values in the report
Solution Approach 1:
The patent segments the filtering process into multiple sequential steps, where each filter is applied one after another rather than all at once. This allows each filter to operate on the progressively refined data set from previous filters, ensuring that filtering accuracy reflects the actual visible values in the report while maintaining a manageable process structure through defined evaluation order.
Solution Approach 2:
The patent implements preliminary action by evaluating and applying filters in a predetermined sequence before finalizing the filtered results. The system determines the evaluation order of filters in advance and applies them systematically, ensuring that each filter operates on data that has already been refined by previous filters, thereby achieving accurate filtering that matches user expectations.
2Reliability
If filters are applied step-by-step with recalculation of aggregate values, then filtering results are predictable and consistent with visible values, but the processing time and computational resources increase
Solution Approach 1:
The patent implements continuity of useful action by maintaining the filtered state progressively through each filter application rather than recalculating from scratch. Each filter operates on the already-filtered data set from the previous step, continuously refining the results. This approach ensures reliability and consistency of filtering results while optimizing processing time by building upon previous filtering work rather than repeating entire calculations.
3Adaptability or versatility
If the system maintains a collection of filters in a designated evaluation order, then the filtering becomes more powerful and predictable, but the system complexity and memory requirements increase
Solution Approach 1:
The patent implements dynamics by making the filter collection and evaluation order configurable and adaptable to different user needs. The system can dynamically adjust which filters are applied and in what sequence based on user preferences or report requirements. This provides filtering flexibility and adaptability while managing system complexity through structured configuration rather than rigid hard-coded logic.
Data Source
AI summary
Methods, systems, and computer program products dynamically filter an aggregate report based on values resulting from one or more filters previously applied to the aggregate report. A method involves maintaining a collection of filters to be applied in a designated evaluation order to the aggregate report, applying a first filter to the aggregate report, and evaluating values in the aggregate report to produce aggregate values resulting from applying the first filter. The method also involves applying a next filter to the aggregate report and evaluating the aggregate values in the aggregate report resulting from applying the first filter therein producing aggregate values resulting from applying the next filter to the aggregate report. Additionally, the method involves displaying the aggregate report wherein evaluating values resulting from previously applying any filter to the aggregate report involves evaluating visual values displayed in the aggregate report after each previous filter has been applied.