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Method and System for Dynamically Creating Business Intelligence Reports and Dashboards based on User Inputs

IP.com Disclosure Number: IPCOM000202424D
Publication Date: 2010-Dec-15
Document File: 5 page(s) / 150K

Publishing Venue

The IP.com Prior Art Database

Abstract

A method and system for dynamically creating business intelligence reports and dashboards based on user inputs is disclosed. These reports and dashboards are generated from measures and dimensions of a metadata containing measures, dimensions, business logic and business data based on user characteristics, usage patterns, user feedback and current trends.

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Method and System for Dynamically Creating Business Intelligence Reports and Dashboards based on User Inputs

Disclosed is a method and system for dynamically creating business intelligence reports and dashboards based on user inputs.

Fig. 1 illustrates the method of dynamically creating business intelligence reports and dashboards. The metadata is indexed in a data warehouse. The metadata comprises measures, dimensions, business logic and data. A user may enter a search query in an input search box. Based on the search terms provided by the user, the system fetches the most relevant measures and dimensions by searching the metadata. Thereafter, a business intelligence report is generated from the most relevant metadata and presented to the user. Further, system also provides multiple dashboard designs for each search query. These designs are created and stored in the dashboard list. The system then gathers feedback from the user for example, through user voting and tagging. The feedback may indicate which dashboard to be used. This may be performed by pinning the dashboard i.e., the user may mark the dashboard as most relevant for a business user. Thus, the dashboard moves up in the priority list based on feedback from multiple users in the same business group. Further, the relevance of the dimensions is also calculated based on the corporate hierarchy of the business users. For example, when a Department Head pins a dashboard, the dashboard moves to the top of a priority list of users who report to the Department Head.

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Figure 1

Explaining by way of an example, consider a business data warehouse containing the Sales, Revenue against Time and Geography data for a company. In this case, metadata in the data warehouse may contain sales and revenue data for the company across geographies. The metadata is indexed and stored in a content store database. This may be performed using any indexing tools. The indexing and tagging of metadata evolves with user feedback. For example, a user may enter "Revenue data for India Geography for year 2009" and based on this data the metadata may evolve. Thereafter, a search engine may identify relevant dimensions and data for search terms entered in a search input given by the user. The search input may be entered in a space provided in a dashboard shown in Fig. 2.

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Figure 2

Subsequently, a business intelligence report is generated with Revenue on Y-axis and year on X-axis. The characteristics of the dimension determine the presentation. Therefore, if it is a measures dimension, then this goes into the Y-axis. On the other hand, other dimensions are placed on X-axis. The placement of dimensions may also be determined based on feedback from the users. The feedback may indicate the best presentation scheme. So, if t...