Guided Visualization Tool with Secure Card Templates
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Solution Overview
Problem
Existing data visualization tools require significant time and effort to create complex visualizations, often necessitating extensive knowledge of underlying data sets and querying languages, and lack efficient mechanisms for secure and automated publication to users with varying access rights.
Innovation Solution
A data visualization tool featuring guided visualization creation and secure publication features, allowing for automated publication to users with different roles or access rights. The tool includes a user interface with a canvas and a card builder toolset, enabling users to define card parameters and render cards within a dashboard, while ensuring security options are applied based on user access rights.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Manufacturing precision
If users create complex data visualizations using existing tools, then the visualizations can display detailed data analyses, but the time and effort required for creation increases significantly
Solution Approach 1:
The visualization creation process is segmented into reusable templates and components. Users can create once and reuse multiple times through template functionality, breaking down complex visualizations into manageable, reusable units that reduce overall creation time while maintaining detail quality.
Solution Approach 2:
The system performs preliminary actions by automatically generating visualization templates based on user specifications. The template engine pre-processes data queries and visualization parameters, so when users need similar visualizations later, they can reuse the pre-prepared templates rather than recreating from scratch.
2Manufacturing precision
If users create data visualizations with extensive knowledge of data sets and querying languages, then accurate and complex visualizations can be produced, but the difficulty of operation increases
Solution Approach 1:
The system introduces an intermediary template engine that translates user-friendly parameters into complex data queries automatically. Users interact with simplified template definitions rather than writing raw SQL queries, while the system handles the translation to accurate data retrieval and visualization generation.
Solution Approach 2:
The template system enables users to create accurate visualizations through self-service by defining their own reusable templates with embedded query logic. Users don't need external expertise in querying languages because the template definition process is self-contained and guides users through parameter specification.
3Loss of information
If manual notification methods are used to inform users of new visualizations, then the creating user can communicate updates, but the productivity of the publication process decreases
Solution Approach 1:
The system implements self-service notification where the publication system automatically notifies subscribed users when new visualizations or template updates are available. The creating user simply publishes the visualization, and the system handles distribution and notification without requiring manual intervention, thereby maintaining information delivery while improving productivity.
4Reliability
If secure publication to users with varying access rights is implemented, then data security is improved, but the device complexity increases
Solution Approach 1:
The system applies local quality by implementing security controls at the specific level of individual visualization templates and user roles. Rather than a monolithic security system, each template can have customized access rights and security parameters defined locally, allowing fine-grained security control without requiring complex centralized security management.
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.