Guided Data Visualization Tool with Card Builder and Secure Publication
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Solution Overview
Problem
Current data visualization tools require significant user knowledge and effort to create and publish complex visualizations, especially when dealing with large datasets and multiple data sources, and often lack efficient mechanisms for secure and role-based access control.
Innovation Solution
A data visualization tool with guided creation features and secure publication capabilities, including a card builder toolset, access rights management, and automated publication based on user roles and access rights, allowing users to define and render visualizations directly on a canvas without needing separate workspaces and enabling different visual representations based on security options.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Quantity of substance
If users create complex data visualizations using existing tools, then the visualization can display large amounts of data from multiple sources, but the user requires significant knowledge of querying languages and data sets
Solution Approach 1:
The patent introduces an automated query generation system that acts as an intermediary between the user's visualization parameters and the underlying data sources. The system automatically generates and executes queries based on user-selected parameters, eliminating the need for users to manually write or understand complex query languages while still enabling access to large datasets from multiple sources.
Solution Approach 2:
The system performs self-service by automatically generating queries, executing them against multiple data sources, and integrating results without requiring user intervention in the complex querying process. The automated system serves itself by handling the technical complexities of data retrieval while the user focuses on visualization design.
2Adaptability or versatility
If users create data visualizations in separate workspaces and integrate them, then the visualization can be built from multiple calculations and analyses, but the process requires significant time and effort
Solution Approach 1:
The patent merges the separate workspace creation and integration processes into a single unified workspace. Multiple calculations, analyses, and data sources are combined and managed together in one environment, eliminating the time-consuming process of creating separate workspaces and manually integrating them while maintaining the ability to compose complex visualizations from multiple components.
Solution Approach 2:
The system performs preliminary actions by pre-processing and preparing data from multiple sources within the unified workspace before the user begins visualization creation. Data integration, query generation, and calculation preparation are performed in advance, so users can directly assemble visualizations without spending time on preliminary integration tasks.
3Adaptability or versatility
If traditional query languages are used to access data, then data can be retrieved from multiple sources, but efficiency decreases when large numbers of data records are involved
Solution Approach 1:
The patent changes the parameters of query execution by implementing an automated query generation system that dynamically adjusts query parameters based on the specific data sources, record volumes, and visualization requirements. The system optimizes query performance by selecting appropriate retrieval strategies, batching operations, and adjusting data access parameters automatically, thereby maintaining versatility across different data sources while improving efficiency with large datasets.
4Loss of information
If users manually notify other users when visualizations are available, then users can be informed of new visualizations, but the process requires additional manual effort
Solution Approach 1:
The system performs self-service by automatically notifying users when visualizations are completed or updated. The automated notification system eliminates the need for manual user-to-user communication, as the system independently manages the notification process to relevant users based on their roles and access rights.
Solution Approach 2:
The patent implements a feedback mechanism where the system automatically detects when a visualization is ready and triggers notifications to appropriate users. This closed-loop feedback system ensures that information flows automatically from the visualization creation process to the users who need to view it, without requiring manual intervention.
Data Source
AI summary
Methods and systems for generating and distributing data visualizations are provided. One method includes displaying a user interface including a canvas and a card builder toolset, the card builder toolset including a plurality of selectable options, each of the plurality of selectable options responsive to user input to present a definition screen including one or more card definition parameter input fields. The method further includes receiving user input into the one or more card definition parameter input fields for each of the plurality of selectable options and, in response, defining at least one aspect of a card to be included within a user dashboard presented on the canvas. The method also includes rendering a card within the canvas in accordance with parameters defined by the user input, the card being included within a dashboard to be displayed to users.