Global Filter Tray for Analytics Dashboards

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Analytics platforms face challenges in efficiently filtering large data sets across multiple dashboards, leading to performance issues and cluttered interfaces, particularly when using global filters that consume valuable space.

Innovation Solution

Implementing a global filter tray that is independently scrollable and accessible via a dedicated icon, allowing users to apply filters across all dashboards without overwhelming the main interface, reducing redundant queries and improving load times.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a global filter is implemented to filter dashboards and assets across all data sets, then filtering capability and data exploration efficiency are improved, but interface clutter and space consumption increase

Engineering Contradiction:
Improvefiltering capabilityVSAvoidinterface space
Core Design Contradiction:
Adaptability or versatilityVSArea of stationary object

Solution Approach 1:

The global filter is segmented from the main dashboard interface and placed in a separate, accessible location. Users can access the global filter through a dedicated icon or menu, allowing filter functionality to be separated from the primary viewing area. This segmentation enables filtering capability while preserving interface space for dashboard content.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The global filter is implemented as a collapsible or expandable element that can be accessed through vertical or horizontal expansion from a compact state. By transitioning from a two-dimensional interface to a three-dimensional or layered structure, the filter becomes accessible without permanently consuming interface space, resolving the contradiction between filtering capability and space consumption.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

2Stability of the object's composition

If filters are applied to all dashboards simultaneously, then consistent filtering across data sets is improved, but performance and load times deteriorate

Engineering Contradiction:
Improvefiltering consistencyVSAvoidload time
Core Design Contradiction:
Stability of the object's compositionVSProductivity

Solution Approach 1:

Filter criteria are pre-configured and stored in a centralized location before being applied to multiple dashboards. When a user selects filter parameters, the system prepares and caches the filter configuration in advance, then efficiently applies it to all relevant dashboards without requiring real-time re-querying of all data sets. This preliminary action maintains filtering consistency while improving load performance.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

A single global filter mechanism serves multiple functions across different dashboards and data sets. Instead of implementing separate filter logic for each dashboard, a universal filter system is created that can be applied consistently across all dashboards through a shared infrastructure. This multi-functionality reduces redundant processing and improves overall performance while maintaining filtering consistency.

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

3Ease of operation

If a global filter tray is made independently scrollable and accessible via icon, then ease of operation and interface cleanliness are improved, but device complexity increases

Engineering Contradiction:
Improvefilter accessibilityVSAvoidsystem structure
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The global filter tray is extracted from the main dashboard structure and implemented as a separate, independently accessible component. Users can open and close the filter tray through a dedicated icon, and the tray can be scrolled independently from the dashboard content. This extraction simplifies the overall system architecture by separating filter functionality from dashboard rendering, reducing the complexity of coordinating filters across multiple dashboards while improving ease of operation.

Inventive Principle:
Principle #2Taking out (Extraction)

Data Source

PatentUS11086483B2Global filter
Publication Date: 2021.08.10 SALESFORCE INC
  • US11086483B2 patent drawing
  • US11086483B2 patent drawing
  • US11086483B2 patent drawing

AI summary

Disclosed herein are system, method, and computer program product embodiments for using a global filter in an analytics interface. An embodiment operates by rendering a layout listing displayed and hidden filterable data sets. The embodiment renders a global filter tray accessible from the layout by tapping or clicking a global filter icon. The global filter tray displays a list of available filters offered for the filterable data sets. The embodiment applies a selected filter to refine both displayed filterable data sets and the hidden filterable data sets.