US20060004842A1 - Apparatus and method for creating new reports from a consolidated data mart - Google Patents
Apparatus and method for creating new reports from a consolidated data mart Download PDFInfo
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- This invention relates generally to the generation of reports. More particularly, this invention relates to a technique for using reports as a data source in order to create consolidated reports based upon individual reports.
- Another limitation associated with existing report generation tools is that the creation of a new form of report commonly requires the rebuilding of the database schema, which can be complex and time consuming.
- Another problem with existing report generation tools is that they have difficulty merging data from multiple databases into a single report. This problem is especially acute in the case where the databases are from different vendors (e.g., Oracle®, IBM®, Microsoft®).
- Databases have their data updated on a regular basis. While this is important from the standpoint of data consistency, it creates difficulties in obtaining snapshots of data at different points in time.
- the invention includes a computer readable memory with a consolidated data mart generator to generate a consolidated data mart based upon an analysis of a repository of individual reports.
- a report generation tool produces a report via access to the consolidated data mart.
- the invention also includes a method of forming a report by analyzing a repository of individual reports, generating a consolidated data mart based upon data collected during the analyzing, and producing a report based upon information within the consolidated data mart.
- the invention includes an alternate method of forming a report wherein a report repository is defined with individual reports produced from database information. Selected data is loaded from various individual reports of the report repository to form a consolidated data mart. A report based upon information within the consolidated data mart is then produced.
- the invention provides a technique that allows data from individual reports to be accessible by standard reporting tools. That is, the selection of data from individual reports to form a consolidated data mart results in a data repository that can be used by standard reporting tools.
- the invention facilitates the creation of reports that show trends across data found in various reports.
- the invention is able to access and process snapshots of data.
- the invention allows the merging of data from multiple databases, having either similar or disparate formats.
- the invention facilitates the decentralization of database computational activity.
- FIG. 1 illustrates the operation of consolidated report generation in accordance with an embodiment of the invention.
- FIG. 2 illustrates processing operations performed in accordance with an embodiment of the invention.
- FIG. 3 is an example of portions of reports used to create a consolidated report in accordance with an embodiment of the invention.
- FIG. 4 illustrates a user interface that may be used to create a consolidated report in accordance with an embodiment of the invention.
- FIG. 5 illustrates another user interface that may be used to create a consolidated report in accordance with an embodiment of the invention.
- FIGS. 6-9 illustrate specific reports that may be used to create a consolidated report in accordance with an embodiment of the invention.
- FIG. 10 illustrates a consolidated report created from the information of the specific reports of FIGS. 6-9 in accordance with an embodiment of the invention.
- FIG. 11 illustrates the operation of expanding information in a consolidated report in accordance with an embodiment of the invention.
- FIG. 12 illustrates the result of drilling through information within the report of FIG. 11 to obtain a detailed base report.
- FIG. 13 illustrates a computer network architecture that may be utilized to implement embodiments of the invention.
- FIG. 14 illustrates a consolidated report architecture that utilizes a report as a root object in accordance with an embodiment of the invention.
- FIG. 15 illustrates a consolidated report architecture that utilizes a root object in accordance with an embodiment of the invention.
- FIG. 16 illustrates the generation of a consolidated report from a consolidated data mart in accordance with an embodiment of the invention.
- FIGS. 17-30 illustrate various Graphical User Interfaces that may be used to invoke the operations of the invention and to display the results of the operations of the invention.
- FIG. 1 illustrates the operation of consolidated report generation in accordance with an embodiment of the invention.
- a database 20 is accessed by a conventional report generation tool 22 to produce a set of reports 24 A- 24 N.
- the report generation tool 22 must be used to access the database 20 to create a new report.
- a consolidated report generator 26 is used to produce a consolidated report 28 based upon the information contained in the previously generated reports 24 A- 24 N.
- the consolidated report generator 26 does not access the data in the database 20 ; rather, the consolidated report generator 26 uses the data in the reports 24 A- 24 N as a data source to produce a new consolidated report 28 .
- FIG. 2 illustrates processing operations associated with an embodiment of the invention.
- a report repository of individual reports is created or defined from database information (block 30 ).
- a report repository is simply a collection of reports.
- the individual reports may be created with a conventional report generation tool, such as Crystal ReportsTM, Crystal AnalysisTM, Crystal EnterpriseTM, or Business Objects EnterpriseTM sold by Business Objects Americas, San Jose, Calif.
- FIG. 3 illustrates four individual reports 32 A- 32 D.
- Each individual report provides information for a quarter of a calendar year.
- each report 32 has a customer field 34 , an employee field 36 , an employee address field 38 , and an orders field 40 , as shown in FIG. 3 .
- the orders field 40 has a set of sub-fields, including an order ID field 42 , an order amount field 44 , a customer ID field 46 , a quarter sales field 48 , an order date field 50 , a required date field 52 , a ship date field 54 , a courier website field 56 , a ship via field 58 , a shipped field 60 , a Purchase Order number field 62 , and a payment received field 64 .
- FIG. 4 illustrates a graphical user interface 72 that may be used in accordance with an embodiment of the invention to facilitate this operation.
- the graphical user interface 72 may be used to display a series of reports in a repository of reports.
- the available reports 32 A- 32 D correspond to the reports 32 A- 32 D shown in FIG. 3 .
- specific fields in the selected reports are then selected.
- the graphical user interface 74 of FIG. 5 shows a set of fields corresponding to the fields illustrated in the exemplary reports of FIG. 3 . In this example, the quarter sales filed 48 is selected.
- a prompt is provided for a data source.
- the data source may be a report file path or a path of a directory that contains multiple report files.
- a data context for a report path can be defined to limit the amount of viewed information.
- a special character e.g., “?”
- This example assumes a base report that is grouped by country and customer. Specifying the sum of sales in a country within the base report results in a consolidated report listing this information.
- a consolidated report of the invention is created through the following instruction sequence:
- a consolidated data source is ready for use as any other data source for report creation. If the Reports node in the Field Explorer is expanded, the fields from each report specified as a data source may be displayed.
- special fields are provided to track specific information about the report fields in the data source.
- Example special fields include:
- next processing operation is to analyze individual reports within a report repository based upon selected consolidated report criteria (block 80 ).
- Executable code is invoked to perform this operation. This results in the generation of a consolidated report (block 82 ).
- FIG. 3 illustrates a consolidated report 28 .
- the figure illustrates a consolidated report 28 with a first quarter sales field 90 , a second quarter sales field 92 , a third quarter sales field 94 , a fourth quarter sales field 96 , and a total sales field 98 , which represents the sum of the individual sales fields.
- the consolidated report 28 was created based upon data in individual reports 32 A- 32 D, instead of accessing a database. Therefore, a new report is available without rebuilding the database schema.
- the consolidated report 28 shows trends across data found in time stamped instances of other reports. Thus, the consolidated report 28 has captured snapshots of data over an extended period of time. It should be further appreciated that the database source of the individual reports used to generate the consolidated report 28 is irrelevant. Thus, the consolidated report 28 can be created from individual reports that were derived from disparate databases. Accordingly, the invention allows the merging of data from multiple databases, having either similar or disparate formats. It can also be appreciated that the invention reduces database accesses as new reports are generated from individual reports, not database accesses. In addition, the invention facilitates the decentralization of database computational activity. For example, individual reports may be created in branch offices and then transmitted to a central office. At the central office, a consolidated report is generated based upon the received reports from the branch offices.
- a final optional operation is displayed.
- an operation may be implemented to drill through to a source report (block 100 ).
- each field in a consolidated report 28 has an associated link to its source report. By activating this link, the user is returned to the source report, thereby allowing drill down processing.
- Arrow 102 of FIG. 3 illustrates a link between the first quarter sales field 90 and its corresponding field 48 in source report 32 A.
- FIG. 6 illustrates a quarterly sales report.
- this sales report specifies quarterly sales for North America (NA), Europe (EU), and the Asia Pacific (Asia Pac).
- the report window 104 illustrates a breakdown for North American sales by country, including the U.S. and Canada.
- the report also reflects a total sales amount for North America for the first calendar quarter ending Mar. 31, 2002.
- the report reflects a breakdown for European sales by country, including England, France, and Germany.
- a total sales volume for the European region for the first quarter is also supplied. Similar information is provided for the Asia Pacific region.
- FIGS. 7-9 reflect the same information for the subsequent quarters of 2002.
- a consolidated report can be produced from the individual reports of FIGS. 6-9 .
- the resultant consolidated report is shown in FIG. 10 .
- the consolidated report 105 of FIG. 10 illustrates quarterly sales and total sales for each region (i.e., Asia Pacific, Europe, and North America).
- the tabular numeric data is also supplied in a graph 106 in this example.
- the reports used to generate the regional data can be invoked.
- FIG. 11 illustrates an expanded regional data report 107 .
- the expanded regional data is for Europe and includes individual quarterly and total sales for England, France, and Germany.
- further expansion or drill through to source reports can be accomplished. For example, if the link associated with the third quarter sales for France is activated, then the user receives the report of FIG. 8 . If the user activates the France link 108 of FIG. 8 , then a detailed sales report for France in the third quarter is supplied, as shown in FIG. 12 . The detailed report 109 of FIG. 12 provides information on the individual sales transactions that produced the third quarter sales total (i.e., $765,332.34) for France.
- FIG. 13 illustrates a computer network architecture that may be utilized to implement embodiments of the invention.
- the computer network architecture 110 includes a client computer 112 .
- the client computer has a central processing unit 114 connected to a network connection circuit 116 via a bus 118 .
- the network connection circuit 116 is also connected to a network transport medium 119 , which may be any wired or wireless transport medium.
- a set of input/output devices (not shown) is also attached to the bus 118 to allow a user to input and view data.
- a memory 120 is also connected to the bus 118 .
- the memory 120 stores a set of executable programs.
- One executable program is a query module 122 (e.g., a report generation tool).
- the query module 122 utilizes standard techniques to produce a set of reports 124 A- 124 N.
- the query module 122 may access one or more databases resident on the client computer 112 . However, in this example, the query module 122 accesses one or more databases resident on server computer 130 .
- Server computer 130 includes a central processing unit 132 connected to a network connection circuit 134 via a bus 136 .
- the network connection circuit 134 is also connected to the network transport medium 119 .
- a set of input/output devices (not shown) is also attached to the bus 136 to allow a user to ipnut and view data.
- a memory 138 is also connected to the bus 136 .
- the memory 138 stores one or more databases 140 A- 140 N.
- a consolidated report generator 150 may be executed from either the server computer 130 or the client computer 112 .
- the client computer 112 includes a consolidated report generator 150 with executable instructions to implement the operations described herein. This results in the creation of one or more consolidated reports 152 A- 152 N. Additional consolidated reports may be formed from the information contained in individual consolidated reports.
- FIG. 14 illustrates a consolidated report architecture that utilizes a report as a root object in accordance with an embodiment of the invention.
- a report object 160 is used to produce report instances 162 A- 162 N.
- the consolidated report generator 150 uses the report object 160 to define fields for a consolidated report, as discussed in connection with FIGS. 3-5 .
- the consolidated report generator 150 also produces a consolidated report 164 based upon data contained within the report instances 162 A- 162 N, as previously discussed.
- FIG. 15 illustrates a consolidated report architecture that utilizes a root object in accordance with an embodiment of the invention.
- a report object 160 is used to produce report instances 162 A- 162 N.
- the consolidated report generator 150 is used to produce a first instance of a consolidated report 164 and a second instance of a consolidated report 166 based upon the data in the report instances 162 .
- a consolidated report object 168 operates as a parent object to the consolidated report instances 164 , 166 .
- consolidated reports can be programmed to run at a scheduled time. At the scheduled time, the new object inherits the superset of all instances of the parent.
- Security may also be implemented through various object architectures. For example, a user may be prohibited from generating a consolidated report unless the individual has access to the parent object.
- FIG. 16 illustrates one alternate architecture.
- a database 20 is accessed by a report generation tool 22 to produce a set of reports 24 A through 24 N.
- a consolidated data mart generator 1600 is used to produce a consolidated data mart 1602 .
- the consolidated data mart generator 1600 includes executable instructions to select data from individual reports 24 to produce a consolidated data mart, which may store the selected data in a table or similar structure.
- the consolidated data mart is a data repository that stores data selected from report instances.
- the consolidated data mart provides formatted data that is accessible by any number of report generation tools.
- the consolidated data mart operates to make data from individual reports accessible to a variety of report generation tools.
- the consolidated data mart generator 1600 may be configured to provide incremental updates to the consolidated data mart 1602 .
- the consolidated data mart generator 1600 may be configured to incrementally upload data to the consolidated data mart 1602 each time a new report instance is created.
- the consolidated data mart generator 1600 may also include executable instructions to produce a semantic layer 1604 , which includes metadata associated with the data in the consolidated data mart 1602 .
- a consolidated report generator 1626 then produces a report 1628 by accessing the consolidate data mart 1602 . That is, unlike previous embodiments in which a consolidated report generator 26 accessed individual reports 24 , the consolidated report generator 1626 of this embodiment accesses the consolidated data mart 1602 , which stores data from individual reports 24 .
- the consolidated report generator 1626 is not a specialized tool, rather it may be a standard report generator.
- the term consolidated report generator 1626 is used to denote that the resultant report includes data that has been consolidated from various report instances.
- the consolidated report generator 1626 may also access the semantic layer 1604 in the process of generating a consolidated report 1628 .
- the consolidated report 1628 typically reflects the differences in data between different report instances.
- the report instances 24 contain metadata for the report and historical data content, which is preserved as a snapshot of how a business is performing. For example, with key financial data, the information in a set of report instances can satisfy the purpose of establishing an audit trail.
- the history of report executions captures key information requirements for operational metrics of a business. Because standard corporate reports generally access transactional systems directly, and because these reports are tied closely to people's job responsibilities, these reports contain the numbers and data with which everyone is familiar. Perhaps more significantly, then, data in report instances can be used to establish simple, personalized, trending and correlation analyses for a wide range of users who need to read past reports. Currently, one must manually copy data into spreadsheets in order to examine trends or to perform a tracking analysis. The consolidated data mart 1602 obviates this manual operation. The consolidated data mart 1602 formats data from individual report instances in such a manner that the data can be consumed by other applications or tools that could not have otherwise utilized the data from individual report instances as a data source.
- FIG. 16 not only makes it possible to rapidly and efficiently facilitate consolidated reporting, it also allows a user to drill through to a particular report instance to retrieve detail information.
- the current embodiment allows report instances to be efficiently targeted as a data source for data mart construction.
- This embodiment is scalable and has high performance.
- This embodiment of the invention also provides for incremental loading. Users can schedule reports and pick up the delta (i.e., the changes) between instances to execute trending and correlation analyses on scheduled report instances.
- the system maintains metadata to identify where the report and report data originates.
- the consolidated data mart generator may be configured in any number of ways. The following description relates to one embodiment of the consolidated data mart generator 1600 that has been commercialized by Business Objects Americas of San Jose, Calif.
- the consolidated data mart generator 1600 may be implemented with the Crystal Data AdapterTM, which is a plug-in to the Business Objects Data Integrator AdapterTM software developer kit sold by Business Objects Americas.
- the Crystal Data Adapter browses a report repository (e.g., a Crystal Enterprise system) and selects reports for which grouping schema can be imported. Internally, the Crystal Data Adapter uses the Java Crystal EnterpriseTM, Java Business Objects EnterpriseTM and/or Java Enterprise Report Object ModelTM software developer kits, all sold by Business Objects Americas, to find available reports and to create metadata on their grouping structure.
- Executable instructions associated with the consolidated data mart generator 1600 query the Data Integrator repository to obtain a list of available Crystal Data Adapter data stores (and the imported report metadata). A list of available target data stores (e.g., data marts) to which summarized instance data can be written is then queried. Report instance data is then read and written (according to the grouping schema) to a specified data mart.
- a list of available target data stores e.g., data marts
- Report instance data is then read and written (according to the grouping schema) to a specified data mart.
- the consolidated data mart generator 1600 may also be configured to produce a semantic layer 1604 .
- the consolidated data mart generator 1600 may be configured to generate a Business Objects Universe on top of the target data mart. This may be implemented using the Business Objects Designer software developer kit.
- the universe is aware of the aggregation structure of the report summary fields in the data mart.
- the universe also contains dynamically generated hyperlinks, which link each summary value back to the original report instance (at the exact location in the report from which the summary value was extracted). These hyperlinks are also aggregate aware and dynamically link to the summary level being viewed in the report.
- FIG. 17 illustrates a set of corporate documents that a user may access.
- the corporate documents include a “TESales” report 1700 .
- a report instance is a snapshot in time of the operational data from which it is derived. Most companies run their reports on a scheduled basis, such as every night, week, or month. Clicking on the history link 1702 results in a display of the historical instances of the report, as shown in FIG. 18 .
- FIG. 18 Observe in FIG. 18 that a report was generated on the first day of each month.
- a user may select a report instance to view the operational (sales) data captured on a specified date.
- FIG. 19 illustrates one such report, corresponding to the Aug. 1, 2003 report selected from FIG. 18 .
- a consolidated data mart 1602 may be formed through the following operations.
- a consolidated data mart generator 1600 may be invoked, as shown in FIG. 20 .
- FIG. 20 illustrates a consolidated data mart generator 1600 in the form of the previously discussed, commercially available, Data Integrator.
- a source of reports, in this case, “Crystal Source” 2000 is specified.
- FIG. 21 illustrates information associated with the specified source of reports.
- the TESales” report is selected to be integrated or imported into a data mart, as shown in FIG. 21 .
- FIG. 22 illustrates the selection of a module of the consolidated data mart generator 1600 .
- the figure illustrates the selection of a data mart accelerator from a tools drop down window, which results in the GUI of FIG. 23 .
- the “TESales” report is once again selected, as shown in FIG. 23 .
- FIG. 23 illustrates that there are four aggregate tables (Grand Totals, Product Division, Business Unit, Category) associated with the report.
- FIG. 24 illustrates one technique for generating an aggregate aware universe.
- FIG. 24 illustrates the selection of a field 2400 that generates a universe based on a data flow target.
- FIG. 25 illustrates the output produced after the data mart accelerator of FIG. 22 is executed.
- FIG. 25 illustrates a repository 2500 with a “JOB_TESALES”.
- Panel 2502 illustrates a series of tables forming a data mart formed in response to the foregoing processing.
- FIG. 26 illustrates that data from the TESales report instances have been moved into several target tables.
- FIG. 27 illustrates the TESales universe.
- FIG. 27 illustrates tables containing report instance data including date data. The date information is important in helping end users perform trending analyses.
- FIG. 28 illustrates a TESales trend report showing unit sales trends for the last 28 months. Entries 2800 of FIG. 28 are enlarged in FIG. 29 . Each of these entries may be selected to invoke the report instance corresponding to the selected data.
- FIG. 30 illustrates the underlying Aug. 1, 2002 sales report selected in FIG. 29 .
- An embodiment of the present invention relates to a computer storage product with a computer-readable medium having computer code thereon for performing various computer-implemented operations.
- the media and computer code may be those specially designed and constructed for the purposes of the present invention, or they may be of the kind well known and available to those having skill in the computer software arts.
- Examples of computer-readable media include, but are not limited to: magnetic media such as hard disks, floppy disks, and magnetic tape; optical media such as CD-ROMs and holographic devices; magneto-optical media such as floptical disks; and hardware devices that are specially configured to store and execute program code, such as application-specific integrated circuits (“ASICs”), programmable logic devices (“PLDs”) and ROM and RAM devices.
- ASICs application-specific integrated circuits
- PLDs programmable logic devices
- Examples of computer code include machine code, such as produced by a compiler, and files containing higher-level code that are executed by a computer using an interpreter.
- machine code such as produced by a compiler
- files containing higher-level code that are executed by a computer using an interpreter.
- an embodiment of the invention may be implemented using Java, C++, or other object-oriented programming language and development tools.
- Another embodiment of the invention may be implemented in hardwired circuitry in place of, or in combination with, machine-executable software instructions.
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Abstract
Description
- This application is a continuation-in-part of pending U.S. Ser. No. 10/328,744, filed Dec. 23, 2002, entitled “Apparatus and Method for Creating New Reports from Discrete Reports”.
- This invention relates generally to the generation of reports. More particularly, this invention relates to a technique for using reports as a data source in order to create consolidated reports based upon individual reports.
- There are a number of commercially available products to create reports from data stored in a database. Business Objects Americas of San Jose, Calif., sells a number of widely used report generation products, including Crystal Reports™, Crystal Analysis™, Crystal Enterprise™, and Business Objects Enterprise™.
- Known report generation tools access a database each time a report needs to be generated. This can result in large numbers of database accesses that slow down the report generation process. In addition, since a single database is used, it is difficult to decentralize database activity.
- Another limitation associated with existing report generation tools is that the creation of a new form of report commonly requires the rebuilding of the database schema, which can be complex and time consuming. Another problem with existing report generation tools is that they have difficulty merging data from multiple databases into a single report. This problem is especially acute in the case where the databases are from different vendors (e.g., Oracle®, IBM®, Microsoft®).
- Databases have their data updated on a regular basis. While this is important from the standpoint of data consistency, it creates difficulties in obtaining snapshots of data at different points in time.
- In view of the foregoing, it would be highly desirable to provide an improved technique for generating reports to overcome some of the limitations associated with existing report generation tools.
- The invention includes a computer readable memory with a consolidated data mart generator to generate a consolidated data mart based upon an analysis of a repository of individual reports. A report generation tool produces a report via access to the consolidated data mart.
- The invention also includes a method of forming a report by analyzing a repository of individual reports, generating a consolidated data mart based upon data collected during the analyzing, and producing a report based upon information within the consolidated data mart.
- The invention includes an alternate method of forming a report wherein a report repository is defined with individual reports produced from database information. Selected data is loaded from various individual reports of the report repository to form a consolidated data mart. A report based upon information within the consolidated data mart is then produced.
- The invention provides a technique that allows data from individual reports to be accessible by standard reporting tools. That is, the selection of data from individual reports to form a consolidated data mart results in a data repository that can be used by standard reporting tools. The invention facilitates the creation of reports that show trends across data found in various reports. The invention is able to access and process snapshots of data. The invention allows the merging of data from multiple databases, having either similar or disparate formats. In addition, the invention facilitates the decentralization of database computational activity.
- The invention is more fully appreciated in connection with the following detailed description taken in conjunction with the accompanying drawings, in which:
-
FIG. 1 illustrates the operation of consolidated report generation in accordance with an embodiment of the invention. -
FIG. 2 illustrates processing operations performed in accordance with an embodiment of the invention. -
FIG. 3 is an example of portions of reports used to create a consolidated report in accordance with an embodiment of the invention. -
FIG. 4 illustrates a user interface that may be used to create a consolidated report in accordance with an embodiment of the invention. -
FIG. 5 illustrates another user interface that may be used to create a consolidated report in accordance with an embodiment of the invention. -
FIGS. 6-9 illustrate specific reports that may be used to create a consolidated report in accordance with an embodiment of the invention. -
FIG. 10 illustrates a consolidated report created from the information of the specific reports ofFIGS. 6-9 in accordance with an embodiment of the invention. -
FIG. 11 illustrates the operation of expanding information in a consolidated report in accordance with an embodiment of the invention. -
FIG. 12 illustrates the result of drilling through information within the report ofFIG. 11 to obtain a detailed base report. -
FIG. 13 illustrates a computer network architecture that may be utilized to implement embodiments of the invention. -
FIG. 14 illustrates a consolidated report architecture that utilizes a report as a root object in accordance with an embodiment of the invention. -
FIG. 15 illustrates a consolidated report architecture that utilizes a root object in accordance with an embodiment of the invention. -
FIG. 16 illustrates the generation of a consolidated report from a consolidated data mart in accordance with an embodiment of the invention. -
FIGS. 17-30 illustrate various Graphical User Interfaces that may be used to invoke the operations of the invention and to display the results of the operations of the invention. - Like reference numerals refer to corresponding parts throughout the several views of the drawings.
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FIG. 1 illustrates the operation of consolidated report generation in accordance with an embodiment of the invention. In accordance with the prior art, adatabase 20 is accessed by a conventionalreport generation tool 22 to produce a set ofreports 24A-24N. In the prior art, if a new report is to be created, thereport generation tool 22 must be used to access thedatabase 20 to create a new report. - In accordance with the invention, a consolidated
report generator 26 is used to produce a consolidatedreport 28 based upon the information contained in the previously generatedreports 24A-24N. In other words, the consolidatedreport generator 26 does not access the data in thedatabase 20; rather, the consolidatedreport generator 26 uses the data in thereports 24A-24N as a data source to produce a new consolidatedreport 28. -
FIG. 2 illustrates processing operations associated with an embodiment of the invention. Initially, a report repository of individual reports is created or defined from database information (block 30). A report repository is simply a collection of reports. The individual reports may be created with a conventional report generation tool, such as Crystal Reports™, Crystal Analysis™, Crystal Enterprise™, or Business Objects Enterprise™ sold by Business Objects Americas, San Jose, Calif. - By way of example,
FIG. 3 illustrates fourindividual reports 32A-32D. Each individual report provides information for a quarter of a calendar year. Thus, there is afirst quarter report 32A, asecond quarter report 32B, athird quarter report 32C, and afourth quarter report 32D. In this example, each report 32 has acustomer field 34, anemployee field 36, anemployee address field 38, and anorders field 40, as shown inFIG. 3 . Theorders field 40 has a set of sub-fields, including anorder ID field 42, anorder amount field 44, acustomer ID field 46, aquarter sales field 48, anorder date field 50, a requireddate field 52, aship date field 54, acourier website field 56, a ship viafield 58, ashipped field 60, a PurchaseOrder number field 62, and a payment receivedfield 64. - Returning to
FIG. 2 , the next processing operation is to select consolidated report criteria (block 70).FIG. 4 illustrates agraphical user interface 72 that may be used in accordance with an embodiment of the invention to facilitate this operation. Thegraphical user interface 72 may be used to display a series of reports in a repository of reports. In this example, theavailable reports 32A-32D correspond to thereports 32A-32D shown inFIG. 3 . In one embodiment of the invention, specific fields in the selected reports are then selected. Thegraphical user interface 74 ofFIG. 5 shows a set of fields corresponding to the fields illustrated in the exemplary reports ofFIG. 3 . In this example, the quarter sales filed 48 is selected. - Alternate techniques may be used to select consolidated report criteria. In another embodiment of the invention, a prompt is provided for a data source. For example, the data source may be a report file path or a path of a directory that contains multiple report files. Preferably, a data context for a report path can be defined to limit the amount of viewed information. For example, a special character (e.g., “?”) can be appended to a report path to limit information to selected fields of a report. Thus, for example, assuming a base report grouped by region, to see only the Quarterly sales records for the U.S. in a report, the following report path and data context can be used: c:\\Directory Name\Report Name.rpt?datacontext=/Country[US]. This example assumes a base report that is grouped by country and customer. Specifying the sum of sales in a country within the base report results in a consolidated report listing this information. One can generate trend data for all countries (e.g., datacontext=/Country[*]) or trend data for a selected country (e.g., datacontext=/Country[US]).
- In one embodiment of the invention, a consolidated report of the invention is created through the following instruction sequence:
-
- 1. On a standard toolbar, click New.
- 2. In a Reports Gallery, click As a Blank Report and then OK.
- 3. In a Database dialog box, expand Create New Connection and click OLE DB.
- 4. From a Provider list, select a Rowset Provider and click Next.
- 5. In a Data Source field, enter the name of the reports file(s) to use in the consolidated report.
- 6. Click Finish. (A data source called Reports is added to the OLE DB folder.)
- 7. Add the Reports data source to the Selected Tables area and click OK.
- At this point, a consolidated data source is ready for use as any other data source for report creation. If the Reports node in the Field Explorer is expanded, the fields from each report specified as a data source may be displayed.
- Preferably, special fields are provided to track specific information about the report fields in the data source. Example special fields include:
-
- Report Path—This field shows the path and name of the report for the current record.
- Group Path—This field shows the group level and record number of the current record in the report.
- Record Number—This field shows the record number of the current record in the report.
- Data Date—This field shows the date the data was last refreshed in the report.
- Data Time—This field shows the time the data was last refreshed in the report.
- Returning now to
FIG. 2 , the next processing operation is to analyze individual reports within a report repository based upon selected consolidated report criteria (block 80). Executable code is invoked to perform this operation. This results in the generation of a consolidated report (block 82). -
FIG. 3 illustrates aconsolidated report 28. In particular, the figure illustrates aconsolidated report 28 with a firstquarter sales field 90, a secondquarter sales field 92, a thirdquarter sales field 94, a fourthquarter sales field 96, and atotal sales field 98, which represents the sum of the individual sales fields. Observe here that theconsolidated report 28 was created based upon data inindividual reports 32A-32D, instead of accessing a database. Therefore, a new report is available without rebuilding the database schema. - The
consolidated report 28 shows trends across data found in time stamped instances of other reports. Thus, theconsolidated report 28 has captured snapshots of data over an extended period of time. It should be further appreciated that the database source of the individual reports used to generate theconsolidated report 28 is irrelevant. Thus, theconsolidated report 28 can be created from individual reports that were derived from disparate databases. Accordingly, the invention allows the merging of data from multiple databases, having either similar or disparate formats. It can also be appreciated that the invention reduces database accesses as new reports are generated from individual reports, not database accesses. In addition, the invention facilitates the decentralization of database computational activity. For example, individual reports may be created in branch offices and then transmitted to a central office. At the central office, a consolidated report is generated based upon the received reports from the branch offices. - Returning once again to
FIG. 2 , a final optional operation is displayed. In particular, an operation may be implemented to drill through to a source report (block 100). Preferably, each field in aconsolidated report 28 has an associated link to its source report. By activating this link, the user is returned to the source report, thereby allowing drill down processing.Arrow 102 ofFIG. 3 illustrates a link between the firstquarter sales field 90 and its correspondingfield 48 in source report 32A. - Now that the general features of the invention have been described, attention turns to a more specific example for the purpose of more fully illustrating the features and advantages of the invention.
FIG. 6 illustrates a quarterly sales report. As shown in the design/preview window 103, this sales report specifies quarterly sales for North America (NA), Europe (EU), and the Asia Pacific (Asia Pac). Thereport window 104 illustrates a breakdown for North American sales by country, including the U.S. and Canada. The report also reflects a total sales amount for North America for the first calendar quarter ending Mar. 31, 2002. Similarly, the report reflects a breakdown for European sales by country, including England, France, and Germany. A total sales volume for the European region for the first quarter is also supplied. Similar information is provided for the Asia Pacific region.FIGS. 7-9 reflect the same information for the subsequent quarters of 2002. - Using the previously described techniques, a consolidated report can be produced from the individual reports of
FIGS. 6-9 . The resultant consolidated report is shown inFIG. 10 . Theconsolidated report 105 ofFIG. 10 illustrates quarterly sales and total sales for each region (i.e., Asia Pacific, Europe, and North America). The tabular numeric data is also supplied in agraph 106 in this example. - In accordance with an embodiment of the invention, the reports used to generate the regional data can be invoked. By way of example,
FIG. 11 illustrates an expanded regional data report 107. In this example, the expanded regional data is for Europe and includes individual quarterly and total sales for England, France, and Germany. - In accordance with an embodiment of the invention, further expansion or drill through to source reports can be accomplished. For example, if the link associated with the third quarter sales for France is activated, then the user receives the report of
FIG. 8 . If the user activates the France link 108 ofFIG. 8 , then a detailed sales report for France in the third quarter is supplied, as shown inFIG. 12 . Thedetailed report 109 ofFIG. 12 provides information on the individual sales transactions that produced the third quarter sales total (i.e., $765,332.34) for France. -
FIG. 13 illustrates a computer network architecture that may be utilized to implement embodiments of the invention. The computer network architecture 110 includes aclient computer 112. The client computer has acentral processing unit 114 connected to anetwork connection circuit 116 via abus 118. Thenetwork connection circuit 116 is also connected to anetwork transport medium 119, which may be any wired or wireless transport medium. A set of input/output devices (not shown) is also attached to thebus 118 to allow a user to input and view data. - A
memory 120 is also connected to thebus 118. Thememory 120 stores a set of executable programs. One executable program is a query module 122 (e.g., a report generation tool). Thequery module 122 utilizes standard techniques to produce a set ofreports 124A-124N. - The
query module 122 may access one or more databases resident on theclient computer 112. However, in this example, thequery module 122 accesses one or more databases resident onserver computer 130.Server computer 130 includes acentral processing unit 132 connected to anetwork connection circuit 134 via abus 136. Thenetwork connection circuit 134 is also connected to thenetwork transport medium 119. A set of input/output devices (not shown) is also attached to thebus 136 to allow a user to ipnut and view data. Amemory 138 is also connected to thebus 136. Thememory 138 stores one ormore databases 140A-140N. - A
consolidated report generator 150 may be executed from either theserver computer 130 or theclient computer 112. In this example, theclient computer 112 includes aconsolidated report generator 150 with executable instructions to implement the operations described herein. This results in the creation of one or moreconsolidated reports 152A-152N. Additional consolidated reports may be formed from the information contained in individual consolidated reports. -
FIG. 14 illustrates a consolidated report architecture that utilizes a report as a root object in accordance with an embodiment of the invention. Areport object 160 is used to producereport instances 162A-162N. Theconsolidated report generator 150 uses thereport object 160 to define fields for a consolidated report, as discussed in connection withFIGS. 3-5 . Theconsolidated report generator 150 also produces aconsolidated report 164 based upon data contained within thereport instances 162A-162N, as previously discussed. -
FIG. 15 illustrates a consolidated report architecture that utilizes a root object in accordance with an embodiment of the invention. Areport object 160 is used to producereport instances 162A-162N. Theconsolidated report generator 150 is used to produce a first instance of aconsolidated report 164 and a second instance of aconsolidated report 166 based upon the data in the report instances 162. Aconsolidated report object 168 operates as a parent object to theconsolidated report instances - Different object architectures can be used to implement various consolidated report functionality. For example, consolidated reports can be programmed to run at a scheduled time. At the scheduled time, the new object inherits the superset of all instances of the parent. Security may also be implemented through various object architectures. For example, a user may be prohibited from generating a consolidated report unless the individual has access to the parent object.
- The consolidated report generation techniques of the invention may employ any number of architectures.
FIG. 16 illustrates one alternate architecture. As in the case ofFIG. 1 , adatabase 20 is accessed by areport generation tool 22 to produce a set ofreports 24A through 24N. Then, instead of using aconsolidated report generator 26 to produce aconsolidated report 28, as shown inFIG. 1 , a consolidateddata mart generator 1600 is used to produce aconsolidated data mart 1602. The consolidateddata mart generator 1600 includes executable instructions to select data from individual reports 24 to produce a consolidated data mart, which may store the selected data in a table or similar structure. Thus, the consolidated data mart is a data repository that stores data selected from report instances. The consolidated data mart provides formatted data that is accessible by any number of report generation tools. Thus, the consolidated data mart operates to make data from individual reports accessible to a variety of report generation tools. - The consolidated
data mart generator 1600 may be configured to provide incremental updates to theconsolidated data mart 1602. For example, the consolidateddata mart generator 1600 may be configured to incrementally upload data to theconsolidated data mart 1602 each time a new report instance is created. - The consolidated
data mart generator 1600 may also include executable instructions to produce asemantic layer 1604, which includes metadata associated with the data in theconsolidated data mart 1602. - A
consolidated report generator 1626 then produces areport 1628 by accessing the consolidatedata mart 1602. That is, unlike previous embodiments in which aconsolidated report generator 26 accessed individual reports 24, theconsolidated report generator 1626 of this embodiment accesses theconsolidated data mart 1602, which stores data from individual reports 24. Theconsolidated report generator 1626 is not a specialized tool, rather it may be a standard report generator. The termconsolidated report generator 1626 is used to denote that the resultant report includes data that has been consolidated from various report instances. - The
consolidated report generator 1626 may also access thesemantic layer 1604 in the process of generating aconsolidated report 1628. Theconsolidated report 1628 typically reflects the differences in data between different report instances. - In one embodiment, the report instances 24 contain metadata for the report and historical data content, which is preserved as a snapshot of how a business is performing. For example, with key financial data, the information in a set of report instances can satisfy the purpose of establishing an audit trail.
- The history of report executions captures key information requirements for operational metrics of a business. Because standard corporate reports generally access transactional systems directly, and because these reports are tied closely to people's job responsibilities, these reports contain the numbers and data with which everyone is familiar. Perhaps more significantly, then, data in report instances can be used to establish simple, personalized, trending and correlation analyses for a wide range of users who need to read past reports. Currently, one must manually copy data into spreadsheets in order to examine trends or to perform a tracking analysis. The
consolidated data mart 1602 obviates this manual operation. Theconsolidated data mart 1602 formats data from individual report instances in such a manner that the data can be consumed by other applications or tools that could not have otherwise utilized the data from individual report instances as a data source. - It is theoretically possible to expose report instances directly as a database source (e.g., an OLEDB data source) in order to extract historical data. However, this approach would be severely restricted by performance and scalability issues that could not be overcome with currently available technologies. The embodiment of
FIG. 16 not only makes it possible to rapidly and efficiently facilitate consolidated reporting, it also allows a user to drill through to a particular report instance to retrieve detail information. - The current embodiment allows report instances to be efficiently targeted as a data source for data mart construction. This embodiment is scalable and has high performance. This embodiment of the invention also provides for incremental loading. Users can schedule reports and pick up the delta (i.e., the changes) between instances to execute trending and correlation analyses on scheduled report instances. In one embodiment, the system maintains metadata to identify where the report and report data originates.
- The consolidated data mart generator may be configured in any number of ways. The following description relates to one embodiment of the consolidated
data mart generator 1600 that has been commercialized by Business Objects Americas of San Jose, Calif. The consolidateddata mart generator 1600 may be implemented with the Crystal Data Adapter™, which is a plug-in to the Business Objects Data Integrator Adapter™ software developer kit sold by Business Objects Americas. The Crystal Data Adapter browses a report repository (e.g., a Crystal Enterprise system) and selects reports for which grouping schema can be imported. Internally, the Crystal Data Adapter uses the Java Crystal Enterprise™, Java Business Objects Enterprise™ and/or Java Enterprise Report Object Model™ software developer kits, all sold by Business Objects Americas, to find available reports and to create metadata on their grouping structure. - Executable instructions associated with the consolidated
data mart generator 1600 query the Data Integrator repository to obtain a list of available Crystal Data Adapter data stores (and the imported report metadata). A list of available target data stores (e.g., data marts) to which summarized instance data can be written is then queried. Report instance data is then read and written (according to the grouping schema) to a specified data mart. - The consolidated
data mart generator 1600 may also be configured to produce asemantic layer 1604. For example, the consolidateddata mart generator 1600 may be configured to generate a Business Objects Universe on top of the target data mart. This may be implemented using the Business Objects Designer software developer kit. The universe is aware of the aggregation structure of the report summary fields in the data mart. The universe also contains dynamically generated hyperlinks, which link each summary value back to the original report instance (at the exact location in the report from which the summary value was extracted). These hyperlinks are also aggregate aware and dynamically link to the summary level being viewed in the report. - The operation of the consolidated
data mart generator 1600 is more fully appreciated with the following example.FIG. 17 illustrates a set of corporate documents that a user may access. The corporate documents include a “TESales”report 1700. Note that there is alink 1702 entitled “History” associated with the report. This indicates that the report has historical instances that can be accessed through a drill down operation. As previously discussed, a report instance is a snapshot in time of the operational data from which it is derived. Most companies run their reports on a scheduled basis, such as every night, week, or month. Clicking on thehistory link 1702 results in a display of the historical instances of the report, as shown inFIG. 18 . Observe inFIG. 18 that a report was generated on the first day of each month. A user may select a report instance to view the operational (sales) data captured on a specified date.FIG. 19 illustrates one such report, corresponding to the Aug. 1, 2003 report selected fromFIG. 18 . - A
consolidated data mart 1602 may be formed through the following operations. A consolidateddata mart generator 1600 may be invoked, as shown inFIG. 20 .FIG. 20 illustrates a consolidateddata mart generator 1600 in the form of the previously discussed, commercially available, Data Integrator. A source of reports, in this case, “Crystal Source” 2000 is specified. -
FIG. 21 illustrates information associated with the specified source of reports. In this example the TESales” report is selected to be integrated or imported into a data mart, as shown inFIG. 21 . -
FIG. 22 illustrates the selection of a module of the consolidateddata mart generator 1600. In particular, the figure illustrates the selection of a data mart accelerator from a tools drop down window, which results in the GUI ofFIG. 23 . The “TESales” report is once again selected, as shown inFIG. 23 .FIG. 23 illustrates that there are four aggregate tables (Grand Totals, Product Division, Business Unit, Category) associated with the report. - As previously discussed, the
consolidated data generator 1600 may be configured to produce asemantic layer 1604.FIG. 24 illustrates one technique for generating an aggregate aware universe. In particular,FIG. 24 illustrates the selection of a field 2400 that generates a universe based on a data flow target. -
FIG. 25 illustrates the output produced after the data mart accelerator ofFIG. 22 is executed.FIG. 25 illustrates a repository 2500 with a “JOB_TESALES”. Panel 2502 illustrates a series of tables forming a data mart formed in response to the foregoing processing.FIG. 26 illustrates that data from the TESales report instances have been moved into several target tables. -
FIG. 27 illustrates the TESales universe.FIG. 27 illustrates tables containing report instance data including date data. The date information is important in helping end users perform trending analyses. - A
consolidated report generator 1626 may then be invoked to create reports from the consolidated data mart.FIG. 28 illustrates a TESales trend report showing unit sales trends for the last 28 months.Entries 2800 ofFIG. 28 are enlarged inFIG. 29 . Each of these entries may be selected to invoke the report instance corresponding to the selected data.FIG. 30 illustrates the underlying Aug. 1, 2002 sales report selected inFIG. 29 . - An embodiment of the present invention relates to a computer storage product with a computer-readable medium having computer code thereon for performing various computer-implemented operations. The media and computer code may be those specially designed and constructed for the purposes of the present invention, or they may be of the kind well known and available to those having skill in the computer software arts. Examples of computer-readable media include, but are not limited to: magnetic media such as hard disks, floppy disks, and magnetic tape; optical media such as CD-ROMs and holographic devices; magneto-optical media such as floptical disks; and hardware devices that are specially configured to store and execute program code, such as application-specific integrated circuits (“ASICs”), programmable logic devices (“PLDs”) and ROM and RAM devices. Examples of computer code include machine code, such as produced by a compiler, and files containing higher-level code that are executed by a computer using an interpreter. For example, an embodiment of the invention may be implemented using Java, C++, or other object-oriented programming language and development tools. Another embodiment of the invention may be implemented in hardwired circuitry in place of, or in combination with, machine-executable software instructions.
- The foregoing description, for purposes of explanation, used specific nomenclature to provide a thorough understanding of the invention. However, it will be apparent to one skilled in the art that specific details are not required in order to practice the invention. Thus, the foregoing descriptions of specific embodiments of the invention are presented for purposes of illustration and description. They are not intended to be exhaustive or to limit the invention to the precise forms disclosed; obviously, many modifications and variations are possible in view of the above teachings. The embodiments were chosen and described in order to best explain the principles of the invention and its practical applications, they thereby enable others skilled in the art to best utilize the invention and various embodiments with various modifications as are suited to the particular use contemplated. It is intended that the following claims and their equivalents define the scope of the invention.
Claims (16)
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US7580928B2 (en) | 2009-08-25 |
AU2003297463A1 (en) | 2004-07-22 |
US20040123246A1 (en) | 2004-06-24 |
AU2003297463A8 (en) | 2004-07-22 |
US20050289137A1 (en) | 2005-12-29 |
US20050289136A1 (en) | 2005-12-29 |
EP1576505A4 (en) | 2010-06-09 |
EP1576505A2 (en) | 2005-09-21 |
WO2004059439A2 (en) | 2004-07-15 |
WO2004059439A3 (en) | 2005-02-24 |
CA2510593A1 (en) | 2004-07-15 |
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