• 专利附录
  • 专利说明
  • 权利要求
  • 类似技术
  • 同族专利
  • 引用文献
  • 法律状态
  • 优先权
    • 专利摘要:
    system for creating a report in a spreadsheet and methods for identifying relationships between tables in a spreadsheet. The present invention relates to a system for creating a report in the spreadsheet which includes: a central processing unit; and memory encoding instructions which, when executed by the central processing unit, cause the central processing unit to create: a data source module programmed to identify tables associated with the spreadsheet; a relationship module programmed to analyze the tables and identify relationships between items; and a screen module programmed to display the relationships between tables.
    公开号:BR112014007935B1
    申请号:R112014007935-8
    申请日:2012-10-04
    公开日:2021-07-13
    发明作者:Allan Folting；Stephen Van Der Walker Handy；Diego M. Oppenheimer；Anatoly V. Grabar
    申请人:Microsoft Technology Licensing, Llc；
    IPC主号:
    专利说明:

    BACKGROUND
    [001] Data summary tables in spreadsheets can be used to analyze large amounts of data. The data summary table provided an efficient way to display and summarize data that is either provided by the database program or that is in a spreadsheet data listing. A user can select the data fields to include within the filter, row, column, or data regions of the data summary table and can choose aggregation functions such as sum, variance, count, and standard deviation to be displayed for the selected data fields. Data in a database that can be interrogated from within the spreadsheet program, or spreadsheet data including listings, can be analyzed in a data summary table.
    [002] With spreadsheets that include a significant amount of data, it can be difficult for the user to select the desired data on which to include data summary tables in said reports. For example, the volume of data provided through one or more highly unstructured spreadsheets can overwhelm the user, making it difficult to find the pieces of data relevant to a specific reporting scenario. SUMMARY
    [003] In one aspect, a system for creating a report in a spreadsheet includes: a central processing unit; and memory encoding instructions which, when executed by the central processing unit, cause the central processing unit to create: a data source module programmed to identify tables associated with the spreadsheet; a relationship module programmed to analyze tables and identify relationships between items; and a screen module programmed to display the relationships between tables.
    [004] In another aspect, a method for identifying the relationships between data items in a spreadsheet, the method comprising: identifying, by a computing device, tables associated with the spreadsheet; allow the user to add one of the tables to the data summary table in the spreadsheet; analyze the added table to determine the relationship between the added table and other tables in the data summary table; and when the added table is not related to the other tables in the data summary table, automatically identify the relationship between the added table and the other tables in the data summary table.
    [005] In yet another aspect, a method to identify the relationships between dimensions in the spreadsheet data summary table, the method comprising: allowing the user to add the table to the spreadsheet data summary table, the table including the data region defined in the spreadsheet; analyze the columns associated with the table to determine the relationship between dimensions and other tables in the data summary table; when the added table is not related to other tables in the data summary table: notify a user of a need to define the relationship when the added table is added to the data summary table; and use heuristics to automatically identify the relationship between the table and the other tables in the data summary table; display the relationship between the added table and the other tables in the data summary table.
    [006] This summary is provided to introduce the selection of concepts, in a simplified form, which are further described below in the Detailed Description. The present summary is not intended to identify the key or essential characteristics of the subject matter claimed, nor is it intended to be used in any way to limit the scope of the subject matter claimed. DESCRIPTION OF DRAWINGS
    [007] Figure 1 shows an example of a system to generate a report in a spreadsheet program.
    [008] Figure 2 shows an example of a pivot table in the spreadsheet.
    [009] Figure 3 shows an example of data regions used to generate the pivot table in the spreadsheet.
    [010] Figure 4 shows an example of client computing device modules of the Figure 1 system.
    [011] Figure 5 shows an example of a method to identify the relationship between two or more tables in a report.
    [012] Figure 6 shows an example wizard to manually identify the relationship between two or more tables in a report.
    [013] Figure 7 shows an interface to identify the relationship between data from an external data store and one or more tables in a report.
    [014] Figure 8 shows an example of computing device components shown in Figure 1. DETAILED DESCRIPTION
    [015] The present application is directed to systems and methods to automatically detect and suggest relationships between data regions in the spreadsheet application. In examples described here, relationships between data regions are identified and presented to the user to allow the user to more easily combine the data into a single usable report.
    [016] Figure 1 shows an example of system 100 that supports the generation of one or more reports based on data provided in the spreadsheet application. System 100 includes a client computer 102 and a server computer 106. The client computer 102 is connected to the server computer 106 over a network, typically a corporate intranet or the Internet. More or less client computers, server computers or other computing devices can be used.
    [017] As further described below, client computer 102 can connect to server computer 106 to obtain data such as a spreadsheet file. Client computer 102 can run a native spreadsheet application on client computer 102 to manipulate a spreadsheet file. In another example, client computer 102 may use one or more applications hosted on server 106 to access and manipulate a spreadsheet file. Other configurations are possible.
    [018] Referring now to Figure 2, an example of program 200 is shown. In said example, program 200 is Microsoft's EXCEL spreadsheet software that runs on a computer system, such as computer system 100 described above. Program 200 includes the spreadsheet with an example of data listing.
    [019] A user can create one or more reports based on the data within the spreadsheet. In some examples described here, the report might be the data summary table. However, in other examples, the report may simply be another "regular" table. For example, the systems and methods described here can be used to suggest certain columns to the user-created table based on identified associations with other tables in the spreadsheet.
    [020] For example, an example user interface 302 from program 200 is shown. User interface 302 includes an initial data summary table 320 (Data summary table 320 is blank in Figure 3). Data summary table 320 can be created from data from various sources. In an example as shown in Figure 3, data summary table 320 may be created from data provided within a spreadsheet file or from one or more external data stores.
    [021] Program 200 user interface 302 also includes an example task pane 450 that can be used to create and modify data summary table 320. For example, task pane 450 includes a listing of the fields for data from data associated with a spreadsheet file. The user can select and deselect fields from task pane 450 to create data summary table 320.
    [022] The 450 task pane typically includes a 452 field pane and a 454 layout pane. The 452 field pane includes a listing of the data fields available in the spreadsheet. In these examples, the data fields include tables, with each table having one or more columns that can be added to the report. When a data field in the listing is added to the 454 layout panel as described below, the checkbox associated with the data fields is checked.
    [023] Layout panel 454 includes a plurality of zones representing aspects of data summary table 320 that is created using task panel 450. For example, layout panel 454 includes a row zone, a zone column, a value zone, and a filter zone. The row zone defines the row tags for the resulting data summary table 320. The column zone sets the column tags for the data summary table 320. The value zone identifies the data that is summarized (for example , aggregation, variation, etc.) in data summary table 320. The filter zone allows selection of filtering that is applied to all other fields in the other zones.
    [024] One or more of the data fields from field panel 452 are added to one or more of layout panel zones 454 to create and modify data summary table 320. In the example shown, the user can click , drag, and drop a data field from the listing in field panel 452 to one of the zones of layout panel 454 to add a field to data summary table 320.
    [025] Referring now to Figure 3, the data used to create a report, such as data summary table 320, can come from multiple sources. Data sources can be internal to the spreadsheet as well as external.
    [026] For example, the spreadsheet 500 shown in Figure 3 includes two internal data regions 502 and 504. Data regions are defined sets of data having at least two dimensions, such as rows and columns. For example, data region 502 includes columns EmployeeID, Name, and rows 1-3. Similarly, data region 504 includes columns EmployeeID, Sales Quantity, and rows 1-7.
    [027] In said examples, the plurality of data regions can be included in multiple locations within the spreadsheet, such as in the same spreadsheet or in different spreadsheets within the spreadsheet. As noted below, data can also be incorporated from external sources.
    [028] In said example, the program 200 is programmed to analyze the data regions 502 and 504 and to automatically determine the relationships between the regions. For example, the program determines that EmployeeID data in both regions is compatible using various heuristics described further below.
    [029] In the aforementioned examples, the relationship is a link created between two data regions (sometimes referred to as "tables") based on corresponding data values. Said relationships may include a one-to-one relationship and/or a one-to-many relationship. For example, a single value in a table can correspond to multiple values in a watch table or related table. Relationships allow the program to observe and summarize the data in both tables simultaneously.
    [030] With this detection, program 200 creates the relationship between the two data regions 502, 504 and allows the user to easily create a report by simply selecting fields in a user interface. For example, data fields associated with data regions 502, 504 can be grouped in the user interface so that the user can easily identify relationships between data regions. Additional details on example user interfaces for this purpose are found in US Patent Application Serial Number 13/252,412, Court Document No. 333789.02 (14917.1922US01), entitled "Automatic Scoping of Data Entities," filed on the same date as this document, the entirety of which is incorporated herein by reference.
    [031] An example of a report that can be generated after the relationship between data regions 502, 504 is detected is a 510 report in a 500 spreadsheet. In that example, the 510 report is the data summary table, such as the pivot table, generated using data from data regions 502, 504. To create report 510, the user selects the desired data fields from data regions 502, 504 and the external data store 506 in a manner similar to that described in Figure 2.
    [032] In addition to the data regions 502, 504 provided in spreadsheet 500, data can also be entered from external data stores in spreadsheet 500. For example, an external data store 506 is shown in Figure 3. Examples of such external data stores include OLAP data sources and non-OLAP data sources. Data from said external data store 506 is incorporated into spreadsheet 500. Based on information from such external data store 506, the relationships between data in external data store 506 and data regions 502, 504 within the spreadsheet 500 electronics can be identified, as further described below.
    [033] In some examples, the number of available data fields provided in the data regions and external data stores from which the user can select becomes bulky. In these scenarios, it can be difficult for the user to review the available data fields and select the desired fields for inclusion in a report.
    [034] Referring now to Figure 4, client computer logic modules 102 are shown. Said modules include a data source module 522, a relation module 524, and an interface module 526. In said examples, modules 522, 524, 526 are executed in conjunction with a spreadsheet application that allows the user manipulate the data within the spreadsheet files. Modules 522, 524, 526 of client computer 102 function to identify relationships between data in the spreadsheet so that the user can more easily identify the relevant fields that the user may wish to select when creating a report.
    [035] Data source modules 522 identify all data sources associated with a particular file, such as a spreadsheet file. The reference may include internal data regions defined in one or more sheets of a spreadsheet file. This can also include data from external data stores. Such external data stores may include data that is referenced from within the spreadsheet, such as external data that has been incorporated into a spreadsheet file. Data source modules 522 provide all data sources for relation module 524 for analysis.
    [036] Relation module 524 determines which, if any, data sources within the spreadsheet are related. For example, if the user is creating a report, such as the pivot table, the relationship module 524 determines to use various heuristics to analyze all data regions and external data stores that have been incorporated into the spreadsheet to determine any relationships between them.
    [037] For example, the program uses heuristics to examine data, whether data in the spreadsheet grid or data from any external data source, that the user has imported into the spreadsheet application, and with basis of this suggests related data entities in different data regions. The spreadsheet application then stores the information in those relationships and other spreadsheet features will now automatically flatten these relationships, allowing the user to create a report that includes data from multiple different data regions.
    [038] Some examples of heuristics that can be used to identify associations include one or more of the following:
    [039] column name matching (eg columns with similar headers);
    [040] value matching, such as a column with unique values in the main key table and the column with repeated values in the foreign key table but where the set of distinct values exist in the main key column;
    [041] matching of data types (eg date or currency fields);
    [042] fuzzy value matching (eg "CA" matching "California"); and
    [043] use mapping tables to produce identifiers needed in a table to create the relationship with another table that already has a column with those identifiers.
    [044] For example, referring to Figure 5, in one scenario, the relationship between two or more tables is created when the user adds data fields from tables not related to a report, such as the summary table of Dice.
    [045] In the above example, a method 530 starts when the user adds the field to the report in operation 532. Then, in operation 534, a determination is produced regarding whether or not the relationship is necessary due to the fact that, by For example, the field is not related to fields already included in the table. If the relationship is not needed (that is, the field is already related in some way), the field is added and the method ends.
    [046] However, if the relationship is required, control is instead passed to operation 536, and the user is notified that the relationship may be missing. An example method for such notification is providing an information bar within the user interface to notify the user that the relationship is missing (eg "Relationships between tables may need to be created").
    [047] Next, in operation 538, a determination is produced regarding whether or not the user wants to create a relationship for the newly added field. If not, the method ends, and the user can be motivated once again about the need to provide a relationship the next time the user changes the report. If so, control is instead passed to operation 539. In operation 539, the relationship between the newly added field and the fields already included in the report is determined. In one example, the relationship can be automatically determined by using one or more of the heuristics described above. In another example, the relationship can be manually defined.
    [048] For example, with reference now to Figure 6, an example relationship wizard 540 is illustrated. In said wizard 540, the user can manually define the relationship between fields in different tables. In the above example, the Employee ID field is related to the Sales Table and Employee Table tables.
    [049] Relationships defined by relationship module 524, whether automatically created by the program or manually defined by the user, can be persisted through report creation. In some examples, relationships can also be persisted by creating other reports within the spreadsheet so that the program and/or user does not have to reset the relationships each time data fields in the spreadsheet are used.
    [050] Referring again to Figure 4, the interface module 526 presents the data fields available from the data regions and the external data stores in the spreadsheet to the user for inclusion in the report. In said example, the interface module 526 indicates the relationship between the data sources to the user on the interface. These relationships can be manifested in several ways. In one example, when the user selects the table, the interface can display just that table and any other tables that are related to the selected table. In another example, tables can be grouped to identify relationships.
    [051] As noted above, in addition to defining the relationships between data fields from tables within the spreadsheet, the program can define relationships with data from external sources such as external data stores. In said scenario, the reporting module 524 is programmed to analyze the data from an external data store and provide any relationships between that data and any other data contained in the spreadsheet.
    [052] For example, with reference to Figure 7, an example data connection wizard 550 is shown. In the above example, the data connection wizard 550 allows the user to select tables that are directly related to the table(s) currently selected in the wizard. In the above example, the external data store "Adventure WorksDW2008R2" is selected in wizard 550, and the user can select specific tables within the spreadsheet to relate to the database (eg DimEmployee is selected). Said selection can be performed manually, by the user in the assistant 550), or it can be performed automatically by the program using the heuristics described above. In other examples, if the external data source has relationships already defined between its tables, it can be imported along with data from the external data sources and used in the spreadsheet application along with any other relationships created in it. .
    [053] For example, the program can access schema information about storing external data that allows the program to determine the relationships between tables. Such a schema (for example, in the form of an XML file) can refer to fields within external data stores that are imported, as well as other data in other external data stores. The program leverages this information to list data fields automatically for the user.
    [054] Referring to Figure 8, example components of client computer 102 and server computer 106 are shown. In an example of embodiments, client computer 102 and server computer 106 are computing devices. Client computer 102 and server computer 106 may include input/output devices, a central processing unit ("CPU"), a data storage device, and a network device. Customer computer 102 may also be a mobile computing device, such as a laptop, tablet, convertible, or other portable device such as a smartphone or cell phone. Server computer 106 may also be incorporated as one or more server computers in a server network. In said scenario, the network can provide a cloud computing platform on which one or more applications and data are hosted for customers connecting to the cloud computing platform. The discussion below regarding the server computer 106 also applies to the components of the client computer 102.
    [055] In a basic configuration, server computer 106 typically includes at least one processing unit 602 and system memory 604. Depending on the exact configuration and type of computing device, system memory 604 can be volatile ( such as RAM), non-volatile (such as ROM, flash memory, etc.) or some combination of the two. System memory 604 typically includes an operating system 606 suitable for controlling the operation of a server, such as Microsoft SharePoint® Server 2010 Collaboration Server, from Microsoft Corporation of Redmond, Washington. System memory 604 may also include one or more application software 608 and may include program data.
    [056] The server computer 106 may have additional features or functionality. For example, the server computer 106 may also include computer readable medium. Computer readable medium may include not only computer readable storage medium but also the communication medium.
    [057] Computer readable storage medium is physical medium such as data storage devices (removable and/or non-removable) including magnetic disks, optical disks, or tape. Said additional storage is illustrated in Figure 6 by removable storage 610 and non-removable storage 612. The computer readable storage medium may include volatile and non-volatile, removable and non-removable medium implemented in any method or technology of storage. information, such as computer readable instructions, data structures, program modules, or other data. Computer readable storage medium may include, but is not limited to, RAM, ROM, EEPROM, flash memory or other memory technology, CD-ROM, digital versatile disks (DVD) or other optical storage, magnetic cartridges , magnetic tapes, magnetic storage disk or other magnetic storage device, or any other medium that can be used to store the desired information and that can be accessed by the computer of the server 106. Any computer-readable storage medium can be part of the server computer 106. The server computer 106 may also have input device(s) 614 such as a keyboard, mouse, pen, voice input device, touch input device, etc. The 616 output device(s) such as a screen, speakers, printer, etc. can also be included.
    [058] Consistent with the embodiments of the present description, the input device(s) 614 may comprise any motion detection device capable of detecting the movement or gesture of a user. For example, input device(s) 614 may comprise a Kinect® motion capture device, from Microsoft Corporation, comprising a plurality of cameras and a plurality of microphones.
    [059] The server computer 106 may also contain communication connections 618 that allow the device to communicate with other computing devices 620, such as over a network in a distributed computing environment, for example, the intranet or the Internet. 618 communication connections are an example of a communication medium. Communication medium may typically be incorporated by computer readable instructions, data structures, program modules, or other data into a modulated data signal, such as a carrier wave or other transport mechanism, and includes any communication medium. sending information. The term "modulated data signal" means a signal that has one or more of the characteristics adjusted or changed in such a way as to encode information in the signal. By way of example, and not limitation, the communication medium includes wired medium such as a wired network or wired direct connection, and wireless medium such as acoustic, RF, infrared and other wireless media.
    [060] The modalities of the present description can be practiced by means of a system on a chip (SOC) where each one or many of the components illustrated in Figure 6 can be integrated in a single integrated circuit. Said SOC device may include one or more processing units, graphics units, communication units, system virtualization units and various application functionality all of which are integrated (or "burned") on a chip substrate as a single circuit integrated. When operating via a SOC, the functionality, described above with respect to the present description, can be operated via application-specific embedded logic with other components of computing devices 102 and 106 on the single integrated circuit (chip).
    [061] The various modalities described above are provided for illustration only and should not be construed as a limitation. Various modifications and changes can be produced in the modalities described above without deviating from the true spirit and scope of the description.
    权利要求:
    Claims (20)
    [0001]
    1. System for creating a report in a spreadsheet characterized by the fact that it comprises: a central processing unit; and a memory encoding instructions which, when executed by the central processing unit, cause the central processing unit to create: a data source module programmed to identify tables associated with the spreadsheet; a relations module programmed to analyze tables and identify related tables that have an undefined relationship, the relations module defining relationships between related tables, wherein the relations module is programmed to use heuristics to automatically identify and define the relationships; and a display module programmed to display the relationships between tables.
    [0002]
    2. System, according to claim 1, characterized by the fact that the relations module identifies and suggests the relations when a table is added to the report.
    [0003]
    3. System, according to claim 2, characterized in that the system notifies the user of the need to define a relationship when the table is added to the report.
    [0004]
    4. System, according to claim 3, characterized in that the system allows the user to manually identify a relationship between the table and another item in the table in the report.
    [0005]
    5. System according to claim 1, characterized in that the report is a data summary table, and the tables include one or more dimensions to be added to the data summary table.
    [0006]
    6. System according to claim 1, characterized by the fact that the relationships are persistent during the use of the tables in the spreadsheet.
    [0007]
    7. System according to claim 1, characterized in that one of the tables is a data region defined in the spreadsheet.
    [0008]
    8. System according to claim 7, characterized in that the data region includes a plurality of fields.
    [0009]
    9. System according to claim 1, characterized in that one of the tables originates from an external data storage.
    [0010]
    10. System according to claim 1, characterized in that the heuristics include one or more column name matching, value matching, data type matching, fuzzy value matching and use of mapping tables.
    [0011]
    11. Method to identify relationships between tables in a spreadsheet characterized by the fact that it comprises the steps of: identifying, by a computing device, tables associated with the spreadsheet; allow a user to add a first table to a data summary table for the spreadsheet, where a relationship between the first table and a second table is undefined; determine whether the first table and the second table in the data summary table are related; and when the added table is related to the second table in the data summary table, defining a relationship between the first table and the second table in the data summary table, where defining a relationship between the first table and the second table in the table Data summary includes the use of heuristics to automatically identify the relationship.
    [0012]
    12. Method according to claim 11, characterized in that it further comprises displaying the relationship between the first table and the second table in the data summary table.
    [0013]
    13. Method according to claim 11, characterized in that it further comprises notifying a user of a need to define the relationship when the first table is added to the data summary table.
    [0014]
    14. Method according to claim 13, characterized in that it further comprises allowing the user to manually define the relationship between the first table and the second table in the data summary table.
    [0015]
    15. Method according to claim 11, characterized in that each of the tables includes one or more columns to be added to the data summary table.
    [0016]
    16. Method according to claim 11, characterized in that it further comprises persisting in the relationship while using the tables in the spreadsheet.
    [0017]
    17. Method according to claim 11, characterized in that the table is a data region defined in the spreadsheet.
    [0018]
    18. Method according to claim 17, characterized in that the data region includes a plurality of fields.
    [0019]
    19. Method according to claim 11, characterized in that the heuristic includes one or more of column name matching, value matching, data type matching, fuzzy value matching and use of mapping tables.
    [0020]
    20. Method for automatically identifying relationships between tables in a spreadsheet data summary table characterized by the fact that it comprises the steps of: allowing a user to add a first table to the data summary table for the spreadsheet, the first table including a data region defined in the spreadsheet, where a relationship between the first table and a second table is undefined; determine whether a relationship is needed between the first table and the second table in the data summary table, where the determination uses heuristics, including one or more column name matches, value matches, data type matches, fuzzy values and use of mapping tables; if relationship is required between first table and second table in data summary table: notify user of need to define relationship when first table is added to data summary table; and if the user does not manually define the required relationship, use the heuristics to automatically define the relationship between the first table and the second table in the data summary table; and displaying the relationship between the first table and the second table in the data summary table.
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    法律状态:
    2017-12-12| B25A| Requested transfer of rights approved|Owner name: MICROSOFT TECHNOLOGY LICENSING, LLC (US) |
    2018-12-11| B06F| Objections, documents and/or translations needed after an examination request according [chapter 6.6 patent gazette]|
    2019-11-26| B06U| Preliminary requirement: requests with searches performed by other patent offices: procedure suspended [chapter 6.21 patent gazette]|
    2021-05-11| B09A| Decision: intention to grant [chapter 9.1 patent gazette]|
    2021-07-13| B16A| Patent or certificate of addition of invention granted|Free format text: PRAZO DE VALIDADE: 20 (VINTE) ANOS CONTADOS A PARTIR DE 04/10/2012, OBSERVADAS AS CONDICOES LEGAIS. |
    优先权:
    申请号 | 申请日 | 专利标题
    US13/252,450|2011-10-04|
    US13/252,450|US8990675B2|2011-10-04|2011-10-04|Automatic relationship detection for spreadsheet data items|
    PCT/US2012/058667|WO2013052609A2|2011-10-04|2012-10-04|Automatic relationship detection for reporting on spreadsheet data|
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