Smart KPI Visualization with Responsive Layout

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Solution Overview

Problem

Conventional KPI visualizations in business reporting systems are limited as they do not provide sufficient information on metric progress over time, require manual layout creation, and lack features like filters and derived metrics, failing to meet user demands for comprehensive data presentation.

Innovation Solution

The development of smart KPI visualizations that display key metrics, category metrics, and trend information in a single visualization, with automated responsive layout adjustment across devices, enabling users to view data trends and customize appearances, including multiple KPI cards and advanced display modes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of information

If conventional KPI visualizations are used to display metrics, then the metric value and name are shown, but trend information over time and comprehensive data presentation are not provided

Engineering Contradiction:
Improvetrend informationVSAvoidvisualization structure
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The patent combines multiple data elements (KPI metric, trend line, target indicator, and contextual information) into a single integrated visualization component. This merging eliminates the need for separate visualizations for each data type, thereby preventing information loss while avoiding the complexity of multiple discrete elements.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The enhanced KPI visualization serves multiple functions simultaneously: displaying current metric values, showing historical trends, indicating target thresholds, and providing contextual metadata. This multi-functionality resolves the contradiction by consolidating what would traditionally require multiple separate visualizations into one unified component.

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

2Ease of operation

If manual layout creation is required for KPI visualizations, then customization is possible, but user efficiency and ease of operation are reduced

Engineering Contradiction:
Improvelayout creationVSAvoidmanual configuration time
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The system automatically generates and configures KPI visualizations without requiring manual user intervention. The visualization adapts its layout, selects appropriate metrics, and configures display parameters autonomously, thereby dramatically reducing both the time required and the operational effort needed while maintaining high customization through automated intelligence.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system pre-configures visualization templates and layouts in advance, so when a user requests a KPI display, the appropriate visualization is already prepared and can be immediately deployed. This preliminary preparation eliminates the need for real-time manual layout creation, saving time and effort.

Inventive Principle:
Principle #10Preliminary action

3Adaptability or versatility

If conventional KPI visualizations are used, then simple metric display is achieved, but adaptability across different devices and responsive layout adjustment are not provided

Engineering Contradiction:
Improvedevice compatibilityVSAvoidresponsive layout system
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The KPI visualization employs dynamic layout adjustment that automatically adapts to different screen sizes, devices, and container configurations. The visualization elements dynamically resize, reposition, and reconfigure themselves based on the available space and device characteristics, providing universal adaptability without requiring complex manual configuration for each device type.

Inventive Principle:
Principle #15Dynamics

4Loss of information

If multiple separate visualizations are used to display KPI and trend data, then comprehensive information is provided, but device complexity and ease of operation are worsened

Engineering Contradiction:
Improvecomprehensive data presentationVSAvoidnumber of visualizations
Core Design Contradiction:
Loss of informationVSDevice complexity

Solution Approach 1:

The patent merges multiple data presentation functions (KPI metric display, trend visualization, target indication, and contextual information) into a single integrated component. This consolidation maintains comprehensive information presentation while reducing the total number of discrete visualizations, thereby lowering system complexity and improving ease of operation.

Inventive Principle:
Principle #5Merging (Combining)

Data Source

PatentUS11315061B2System and method for dossier creation with responsive visualization
Publication Date: 2022.04.26 MICROSTRATEGY INC
  • US11315061B2 patent drawing
  • US11315061B2 patent drawing
  • US11315061B2 patent drawing

AI summary

A method (and system) includes retrieving a dataset from a database, creating a report including a graphical representation of the dataset, the graphical representation of the dataset including a customizable, responsive visualization of a key performance indicator and displaying the report on a graphical user interface. The visualization of the key performance indicator displays all necessary data in a single visualization. The method (and system) provides responsive layout creating to automatically generate and arrange the visualization of the key performance indicator.