Dynamic Dashboard Guided Discovery Data Filtering
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Solution Overview
Problem
Existing data management systems face challenges in presenting data in a digestible and actionable manner, particularly in modern business environments where informational overload leads to inaction or misinformed decisions due to the abundance of data, and different types of information are relevant to various organizational components.
Innovation Solution
A dynamic enterprise dashboard with guided discovery capabilities, featuring a web application that allows for the configuration of multiple user interface components, such as search, guided discovery, summarization bars, tag clouds, charts, and grids, which can be dynamically laid out and filtered to tailor data presentation to specific entities, enabling efficient data exploration and analysis.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Loss of information
If data is presented in comprehensive detail to ensure complete information availability, then information completeness is improved, but information overload increases leading to inaction or misinformed decisions
Solution Approach 1:
The patent segments the comprehensive data set into multiple filtered views based on user role, organizational component, and data type. Each user receives a customized subset of data through role-based access control and configurable dashboard components, transforming the single comprehensive view into multiple manageable segments that reduce information overload while maintaining completeness for each user's specific needs.
Solution Approach 2:
The system performs preliminary filtering and organization of data before presentation to users. Default filters, role-based permissions, and configurable dashboard templates are pre-established to automatically filter and structure data according to user needs, eliminating the need for users to manually navigate through comprehensive data sets and reducing information overload before it occurs.
2Device complexity
If a single dashboard structure is used for all users to simplify system design, then device complexity is reduced, but adaptability to different organizational needs deteriorates
Solution Approach 1:
The patent implements a universal dashboard framework that serves multiple functions through configurable components. The same basic dashboard structure can adapt to different user roles, organizational components, and data types through configurable filters, components, and templates. This multi-functional design allows a single dashboard system to serve diverse needs without requiring separate complex structures for each user type.
Solution Approach 2:
The dashboard structure is made dynamic through user-configurable components, filters, and templates. Users can customize their dashboard views by selecting different data types, adjusting filters, and configuring components according to their specific organizational needs. This dynamic adaptability allows the system to respond to varying requirements without increasing fundamental system complexity.
3Measurement precision
If manual data filtering and customization is required for each user, then data presentation accuracy is improved, but user time and operational complexity increase
Solution Approach 1:
The system performs preliminary configuration of data filters and dashboard components based on user role and organizational component. Default templates and pre-configured filters automatically provide accurate data presentation upon user login, eliminating the need for manual configuration while maintaining data presentation accuracy specific to each user's needs.
Solution Approach 2:
Users can independently customize their dashboard views by selecting from pre-configured templates and filters. The system provides self-service capabilities where users can adjust their own data presentations without administrator intervention, maintaining accuracy through role-based constraints while reducing operational complexity and time requirements.
Data Source
AI summary
Embodiments include methods and systems for configuring a dashboard with a plurality of components. Data sets populated by a plurality of data attributes and associated data attribute values can be received, where the dashboard is configured to display data from the data sets. A plurality of components can be provided on the dashboard including a guided discovery component that displays suggested filters for the dashboard according to one or more of the received data sets. A selection of a filter for the dashboard can be received at one of the components and the components can be dynamically filtered based on the received filter. The suggested filters displayed by the guided discovery component can also be dynamically adjusted based on the received filter, where one or more suggested filters are dynamically hidden and one or more suggested filters are dynamically displayed based on the received filter.