Spreadsheet Pivot Table Interface with Guided Parameter Entry

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Solution Overview

Problem

Users find it challenging to create and understand pivot tables in spreadsheet programs, as the process can be confusing, especially when dealing with large datasets, which hinders effective data analysis and decision-making.

Innovation Solution

A user interface that guides users through the pivot table creation process by providing hints, sample text, and interactive parameter objects, allowing users to easily reorganize data from one format to another, such as from a table to a pivot table format, with dynamic suggestions based on user input and reducing manual typing requirements.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a traditional pivot table creation interface is used, then the pivot table can be created, but the process becomes confusing and difficult to understand for users

Engineering Contradiction:
Improvepivot table creation processVSAvoidinterface complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The pivot table creation process is divided into distinct segments: data selection, parameter specification, and table generation. The interface presents parameters in a structured sequence with clear labels and input fields, breaking down the complex task into manageable steps that reduce user confusion.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces an intermediary interface layer between the user and the pivot table creation logic. This interface includes labeled parameter fields, validation mechanisms, and guided input options that mediate the interaction, making the underlying complexity hidden while maintaining functionality.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Adaptability or versatility

If detailed parameter options are provided for pivot table creation, then the pivot table can be customized, but the interface becomes more complex and confusing

Engineering Contradiction:
Improvepivot table customizationVSAvoidinterface complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

Different parts of the interface provide different levels of detail and control. Common parameters are presented with simple input fields, while advanced options are available but not prominently displayed. This local differentiation allows customization capability while maintaining interface simplicity for typical use cases.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The interface performs preliminary actions by providing default values, suggested parameters, and pre-configured options based on the selected data range. This reduces the number of parameters users must actively configure while still allowing full customization when needed.

Inventive Principle:
Principle #10Preliminary action

3Measurement precision

If manual typing is required for all pivot table parameters, then precise control is achieved, but user effort and time increase

Engineering Contradiction:
Improveparameter specification accuracyVSAvoidparameter entry time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system provides self-service capabilities by automatically inferring parameter values from the selected data, suggesting appropriate settings based on data type and structure, and validating inputs to reduce errors. This automation maintains precision while reducing manual typing requirements.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The interface allows users to copy parameter settings from previous pivot table creations or from template configurations. Users can replicate successful parameter sets across multiple pivot tables, reducing repetitive typing while maintaining precise control over parameter specification.

Inventive Principle:
Principle #26Copying

Data Source

PatentUS11222171B2Enhanced pivot table creation and interaction
Publication Date: 2022.01.11 MICROSOFT TECHNOLOGY LICENSING LLC
  • US11222171B2 patent drawing
  • US11222171B2 patent drawing
  • US11222171B2 patent drawing

AI summary

Systems, methods, and software are disclosed herein for enhanced pivot table creation and interaction. In an implementation, a view including a formula bar is rendered in a user interface to a spreadsheet application. In response to receiving a user initialization input, the view is rendered to hide the formula bar and display a configuration bar configured to receive at least one pivot table parameter. A pivot table is generated based on the at least one pivot table parameter. The view is rendered to display the formula bar after generation of the pivot table.