US20150007085A1

Movatterモバイル変換

Info

Publication number: US20150007085A1
Application number: US14/487,071
Authority: US
Inventors: Christian Olaf Abeln; Christian Rytt
Original assignee: Microsoft Corp
Current assignee: Microsoft Technology Licensing LLC
Priority date: 2010-12-02
Filing date: 2014-09-15
Publication date: 2015-01-01
Also published as: US8839133B2; US20120144335A1

Abstract

Interactive data visualization features are provided, including an interactive graphical data representation, but the embodiments are not so limited. An exemplary computer-implemented method provides an interactive data visualization interface that includes a graphical time line representation and a number of visual change indicators used in part to provide symbolic cues and highlight changes made to adjustable aspects of the graphical time line representation. An exemplary computing architecture includes at least one client and server including a data communication interface used in part to provide visualization data to display an interactive time line representation as part of providing an interactive data visualization tool. Other embodiments are included and available.

Description

CROSS REFERENCE TO RELATED APPLICATION

This application is a continuation of application Ser. No. 12/959,243, filed Dec. 2, 2010, and assigned U.S. Pat. No. 8,839,133 which is incorporated herein by reference in its entirety

BACKGROUND

Important business decisions often revolve around comprehension of complex data sets in the context of some business goal. For example, a company may use database and spreadsheet applications to track profitable and unprofitable assets over a particular calendar year using multidimensional sets of data that may include partner data, customer data, or other information. Video processing methods and rendering programs provide algorithms that can process multiple dimensions of a complex data set as part of rendering a visualization. For example, a user may use a visualization of a projected trend in attempts to understand the highly complex nature of the vast numbers of values to track or plot. Data reduction methods can be used to reduce the complex data by creating new dependent variables. For example, sales and expense data can be reduced and visualized in terms of profit or loss which may be more meaningful to the end-user. However, many of the available applications are limited to pre-set interface control types and static user interaction features.

SUMMARY

This summary is provided to introduce a selection of concepts in a simplified form that are further described below in the Detailed Description. This summary is not intended to identify key features or essential features of the claimed subject matter, nor is it intended as an aid in determining the scope of the claimed subject matter.

Embodiments provide interactive data visualization features, including an interactive graphical data representation, but the embodiments are not so limited. In an embodiment, a computer-implemented method provides an interactive data visualization interface that includes a graphical time line representation and a number of visual change indicators used in part to provide symbolic cues and highlight changes made to adjustable aspects of the graphical time line representation. In one embodiment, a computing architecture includes at least one client and server including a data communication interface used in part to provide visualization data to display an interactive time line representation as part of providing an interactive data visualization tool. Other embodiments are included and available.

These and other features and advantages will be apparent from a reading of the following detailed description and a review of the associated drawings. It is to be understood that both the foregoing general description and the following detailed description are explanatory only and are not restrictive of the invention as claimed.

BRIEF DESCRIPTION OF THE DRAWINGS

FIG. 1 is a block diagram of an exemplary system.

FIGS. 2A-2I depict aspects of an exemplary client-server based visualization environment.

FIGS. 3A-3I depict aspects of an exemplary visualization interface.

FIGS. 4A-4C depict aspects of an exemplary visualization interface.

FIG. 5 depicts a functional block diagram of exemplary computing environment.

FIG. 6 is a flow diagram depicting an exemplary process of visualizing data.

FIG. 7 a number of exemplary visualization symbols or indicators.

FIG. 8 is a block diagram illustrating an exemplary computing environment for implementation of various embodiments described herein.

DETAILED DESCRIPTION

FIG. 1 is a block diagram of anexemplary system100 that includes data processing, video processing, memory, and/or other components that provide data visualization and other features, but the embodiments are not so limited. As described below, components of thesystem100 can operate to provide interactive time line data visualizations used in part to analyze business and other data. For example, components of thesystem100 can operate to provide an interactive time line graphical representation for analyzing different types of data by providing additional interactive control to gain further insight using different data perspectives to identify data outliers, actionable items, and/or other relevant visualization events.

In one embodiment, components of thesystem100 provide time line visualizations using aggregations of data to populate time line portions and/or list content, wherein time line portions can include representative step portions including positive, zero, and/or negative step portions which represent aspects of aggregated data, wherein adjustable points of one or more step portions can be further characterized and/or transitioned using adjustment controls and/or one more visual change indicators. An interactive graphical data representation of one embodiment can be used to replace a typical list-type representation for users, including the use of adjustable step line portions and/or visualization symbols to enhance interpretative analysis operations by providing effective feedback to a user.

As described below, in an embodiment, components of thesystem100 provide a visual model to analyze a number of transactions over time in context of a resulting level, including providing visual comparison of multiple scenarios, taking into account only selected types of transactions. For example, the components of thesystem100 can be used to provide visual indication of certain issues, such as when a step line level falls below zero for example. Thesystem100 of one embodiment includes a client server data communication pipeline to provide interactive modification of transactions in time (e.g., rescheduling an order, shipment, stock purchase, sale, etc.) and amount, as part of visualizing consequences using a graphic illustration of level changes without having to actually execute the business transactions (e.g., running an example scenario instead). The time line representation presentation can be used to visually highlight interactive user changes, which can be aggregated as feedback over the communication pipeline to associated logic (e.g., business logic).

As described below, thesystem100 of an embodiment includes time line visualization features integrated with underlying business logic. For example, an enterprise can use a resource planning computing architecture to aggregate, organize, and provide insight to business data, including using interactive time line representations and visual controls to gain insight into the aggregated data. In one embodiment, graphical data representation and/or control features can be provided as a program add-in, including a server-side object, a codeunit for data processing, and/or other features.

Exemplary business data visualizations can be used, but are not limited to: picture aspects of a business by providing a mental model for business data and data dependencies using a visual representation; understand fundamentals of a business, including state and trend data using visualizations as an entry point for understanding the current state of a business and trends; drill-down into aspects of the data to provide intuitive, ad hoc analysis; provide knowledge to act (e.g., identify actionable tasks), including identifying items of interest and outliers in business data that are based on certain objectives or measures (e.g., converting certain outliers into high-priority actionable tasks and possible actions); act wisely by providing decision support, problem solvers, and optimization based on a given strategy, including providing suggestions for an action strategy that can lead to an optimal result for one or more objectives; understand consequences using visualizations to understand impacts of actions before committing the action or actions by accounting for dependencies; predict an outcome of a series of actions; etc.

Exemplary use of components of thesystem100 can provide graphical data representation interfaces for gaining insight into business data, such as trends and questionable products and/or services by viewing business data from different perspectives and interactive states. In an embodiment, a graphical data representation includes a step line perspective of one or more types of data. As an example, a user can use an interactive step line graphical data representation and one or more visual change indicators to efficiently analyze large amounts of data over some time period. Correspondingly, a user can follow and keep track of dynamic changes for a large number of visual elements simultaneously as part of providing an effective data visualization interface. Users can use the visual tools to better understand a set of business objects over some quantifiable period of time, resulting in the discovery of unexpected correspondences, while validating data following presumed or predicted correspondences.

A graphical data representation interface can be used to identify actionable items and answers to questions, such as identifying: data items that fall out of typical procedures; data items most and/or least important to act on; and/or how an action produces the most and/or least impact as a few illustrative examples. Using the interactive features, business questions can be answered by looking at outliers of certain presumed correspondences of events for various business situations. For example, a visualization interface can be populated with a time line representation that includes highlighting negative outliers as part of identifying an impact to a business based in part on some user change. Accordingly, a visualization interface can be used to highlight and draw attention to data items that may not typically follow the presumed correspondences and/or anticipated flow of data. The graphical data representation interface of one embodiment provides direct access to relevant user interface (UI) pages so that users can act on the business data object behind a time line portion or step.

As shown inFIG. 1, thesystem100 of one embodiment includes a client computing device or system102 (referred to as client102) and aserver104, but is not so limited. Theclient102 of an embodiment includes avisualization interface106 including a timeline representation component108, and processing, memory, and/orother application resources110, including a cache for storing time line data and other information. In one embodiment, theserver104 andclient102 use data and view models to provide an interactive time line data visualization using thevisualization interface106. Theclient102 can also include other applications and/or input/output features, such as data processing, video processing, and/or networking features as examples. It will be appreciated that a display can be used to display thevisualization interface106 including associated interactive time line visualizations. As described below, theclient102 can interact with theserver104 using acommunication channel105 to provide dynamic interactive visualizations using multidimensional data aggregations including using a visually distinct time line representation and associated visual change indicators and/or controls to control rendering of the time line representation. Thecommunication channel105 of one embodiment includes one or more communication channels or ports to exchange information between theclient102 andserver104.

Theserver104 of an embodiment includes a multidimensional data resource planning application architecture, which can include physical and virtual components and configurations. As shown inFIG. 1, theserver104 of one exemplary embodiment includesapplication112 includinglogic114, a data aggregation andhandling component116, and/or other components and features118. For example, theserver104 can include a number of networked components to efficiently process and handle data, metadata, and other information using various data aggregations to provide visualization data for consumption byclient102, including processing change information associated with user interactions with a particular time line visualization, as described below. In one embodiment, theserver104 can receive data changes including changes associated with updated and/or modified data resulting from use of one or more adjustable data points of an interactive time line representation from theclient102 over thecommunication channel105. It will also be appreciated that various functionalities and/or features can be combined and further subdivided based in part on a particular visualization implementation.

In one embodiment, data communication between theclient102 andserver104 uses a data exchange mechanism composed in part of view descriptions of an underlying interactive time line representation. Thesystem100 of an embodiment provides an interactive time line interface that enables users to visually analyze and interact with business entity and other data from different perspectives using portions of one or more interactive step line representations that can be used to quantify different types of data simultaneously in a comparing manner. The visual representation translates into a mental model for users when performing certain tasks using data. The user can populate an interactive time line data representation with data based in part on selection of one or more types of display data. For example, a user can populate an interactive time line data representation with booked transaction data, changes data, and/or forecast data, whether set by associated business logic or modified by an end user.

In one embodiment, thesystem100 includes a dedicated server including a .NET-based Windows Service application that communicates with one or more database servers (e.g., SQL server databases), including a communication framework protocol to process client requests. In an embodiment, business logic runs on the dedicated server instead of on the client. In another embodiment, client and server components cooperate in accordance with implemented business logic. The dedicated server (e.g., MICROSOFT DYNAMICS server) provides an additional layer of security between visualization clients and any data sources, such as a database server or servers for example. As described below, interactions with an adjustable data point of a time line representation can be contained as a transaction change that opens a corresponding task page for the record underlying an associated adjustment.

In one embodiment, thesystem100 use a data format for visualization presentations that uses an extensible markup language (XML) definition. For example, a data builder feature (e.g., .NET) can be used by integration code to build the data in a strongly typed way. In such an embodiment, the visualization controls provide events for selection and activation of an item. The integration code can handle events and provide new data when necessary. For example, an extensible application markup language (XAML) control can be used by the integration code to control aspects of a data visualization.

An exemplary computing system includes suitable programming means for operating in accordance with a method of providing a visualization interface and controls for interacting with visualization data. Suitable programming means include any means for directing a computer system or device to execute steps of a method, including for example, systems comprised of processing units and arithmetic-logic circuits coupled to computer memory, which systems have the capability of storing in computer memory, which computer memory includes electronic circuits configured to store data and program instructions. An exemplary computer program product is useable with any suitable data processing system. While a certain number and types of components are described above, it will be appreciated that other numbers and/or types and/or configurations can be included according to various embodiments.

FIGS. 2A-2I depict aspects of an exemplary client-server basedvisualization environment200. Components of theenvironment200 can be used to target a class of business data that represents a series of changes on a measure's value over time, such as: the amount of an item or item group in the inventory that is based on inventory transactions over time, and/or balance of an account over time as influenced by the account-related transactions. A data visualization can be used to identify periods of time during which the value falls under zero and addition horizontal target lines can be added to the visualization for further visual comparison with target levels.

A visualization can be used to visually mark special dates, such as today and work date as examples. One of the strongest values of the visualization is the comparison of multiple (what-if) scenarios, for example, by taking a certain forecast into account. As an example, a user can use an interactive time line representation and change an amount and date of a transaction directly by simply dragging the visual point of a transaction to the new amount or new date. As described below, a changed transaction can be tagged visually with a symbol representative of the change or changes. The projected consequences of a change can be shown immediately.

An interactive time line visualization provides a visual representation of data that is transformed into a mental model that allows users to grasp the influence of transactions over time on certain measures. The visualization can be used to provide insight into business transactions by showing projected aggregated consequences over time. The visualization provides interactive access to amounts and schedule of transactions in the graphical presentation. It also allows creating new transactions and deleting existing transaction. In one embodiment, a visualization can be used to depict projected consequences on an observed measure immediately as a user interactively modifies transactions in the visualization before the changes have been posted to the business logic.

The time line visualization of one embodiment includes core transactions, a forecast, and with changes information as suggested by a planning engine. These suggested changes can be implemented as action messages. Users can drag data points to change supply quantity or move them in time to suggest a rescheduling action. Changes can be transmitted back to application code for processing and validation, where the changes can be applied or rejected. Users can interact with the visualization by zooming, scrolling, creating and deleting supply, reverting supply changes, and automating adjustment for individual supply to balance the inventory until a next planned supply, as illustrative examples.

As shown inFIG. 2A, theenvironment200 includes various components, including aserver202 and aclient204, used in part to provide an interactive visualization experience, but is not so limited. In an embodiment, theserver202 includes anapplication206, such as a resource planning application for example, aview model208, and adata model210 used in part as a data building system or data builder. Theclient204 of this embodiment includes add-incomponent212,view model214,data model216, andvisualization component218. According to one embodiment, theclient204 includes an add-in library and theserver202 includes a data builder, communicating over a communication channel that includes ports222 and224 (e.g., XML port(s) and a .NET data set(s)), using XML data and schema information226 (shown as XML). The use of one or more XML ports provides a mechanism to provide a communication channel using XML documents, enabling a server side declaration of an associated visualization model. Correspondingly, visualization driven data documents can be composed and consumed usingports222 and224.

As described above, components of theenvironment200 can be used to provide a data visualization interface, including an interactive time line representation designed to be reusable in multiple application scenarios. For example, an interactive time line representation can be provided to an end-user using one or more resource planning applications to deliver a defined data, command, and event model. In one embodiment, a resource planning or other application and/or system can include integration code to host a visualization in an associated user interface (UI) that communicates transaction data, and receives and processes changes, including updated changes applied in an associated visualization. For example,server202 can receive change transactions fromclient204 after a user has affirmatively applied changes in an associated visualization (e.g., selecting an Apply and Save option).

In an embodiment, a visualization environment includes a set of application objects that implement data communication over XML ports, removing a need for server side extension objects to impart data handling. Integration objects contain logic to aggregate transaction events and populate a visualization data model. The integration objects also contain logic used to receive updated changes and apply the changes to respective business transactions. In one embodiment, the visualization add-incomponent212 can be configured to receive documents in XML format using a schema contract (see exemplary schema below) defined in part by the add-in code to supporting command and data documents, but is not so limited. In one embodiment, a data document that contains information influencing the view and the table of events visualized along a time line representation, and/or a command document contains one or more of the commands that the visualization understands, and allows a host of the visualization to control all or individual interactive data points in the same way as the user can. A visualization add-in operates to communicate events to a host using a trigger (e.g., OnControlAddIn trigger). Each event can be characterized by a message ID that characterizes the type of event and contains further string data that provides context information used by the host to process the event, but is not so limited.

As described below, theenvironment200 can be used in part to provide a visual model for a number of transactions over time in context of a resulting level. For example, components of theenvironment200 can be used to provide a time line visualization that includes colored and/or filled step line portions used in part to indicate quantity or some other variable over time. In one embodiment, a low quantity representation can include a dotted or other distinguishable fill. Theenvironment200 can be used with any number of client devices and systems to provide a visual comparison of multiple scenarios, including taking into account select types of transactions, including visual indication of certain issues.

For example, a user can tailor a time line graphical presentation to identify potentially significant business events and/or parameters, such as identifying transactions (or lack thereof) having one or more below zero levels as part of ascertaining business parameter adjustments for a particular business scenario. As one example, components of theenvironment200 can be used to provide interactive modification of transactions in different periods of time (e.g., rescheduling transactions/shipments) and/or amounts, including visualizing consequences of various levels without actually booking/executing business transactions. As described below, changes can be shown visually and aggregated as feedback to associated business logic.

FIG. 2B is a functional block diagram of a number of exemplary components ofenvironment200 as part of providing a visualization interface. As shown, an exemplary application programming interface (API)architecture240 is shown that includes a number of interactive components. In one embodiment, the various exemplary interfaces242-262 can be configured as public APIs of environment components for use in part to integrate the various visualization features into further application and personal/particular business setting/particular user setting (finance, health, inventory, yearly prognosis, etc.) scenarios.

As shown in the example, theAPI architecture240 of one embodiment includes a generic or base interface242 (ivaluecontroladdindefinition) for a control add-in definition that binds a control add-in with various data types (e.g., System.String or System.Object data types to a database). Interface244 (iobjectcontroladdindefinition) is a base interface for a control add-in definition interface that binds the control add-in with a data type (e.g., System.Object) and raises a control event (e.g., Microsoft.Dynamics.Framework.UI.Extensibility.ControlAddInEventHandler event).

Interface

246 enables the control add-in to call the visualization framework (e.g., MICROSOFT DYNAMICS computing architecture) to get additional information about the control add-in behavior. Interface248 (e.g., IControlAddInSite) allows a control add-in to get information about a container of the add-in control. Interface250 (e.g., istringcontroladdindefinition) is a base interface for a control add-in definition interface with a string value type and a specific event (e.g., ControlAddInEventHandler). Interface252 (e.g., ieventcontroladdindefinition) is a base interface for a control add-in definition interface that defines a specific event (e.g., ControlAddInEventHandler event). Delegate254 (e.g., controladdineventhandler) specifies a control add-in event. Sealed class256 (e.g., controladdinexportattribute) is used to declare a class to be a control add-in that can be used in theclient204. Sealed class258 (e.g., validationresult) is used to represent a result returned by a validation method (e.g., ValidationRule.Validate method) that indicates whether a checked value passed an associated validation rule.

TheAPI architecture240 of the example shown inFIG. 2B also includes style and

validation state parameters

260 and262, respectively, each including an enumeration of values that represent certain visualization states (e.g., if validation state is T/F then action or action/if style state is X then perform action Y, etc.). As described briefly above, components ofenvironment200 can be used to provide a time line visualization interface that includes an adjustable time line presentation, including focus and time travel features. For example, a visualization interface can be provided in part using one or more of the public APIs to render and re-render an interactive graphical step line representation displayed using a client application. As shown inFIG. 2B, and in accordance with an embodiment of theenvironment200, classes and interfaces are independent of a display target or client.

FIG. 2C is a functional block diagram of a number of exemplary components ofenvironment200 as part of providing the visualization interface. As shown, anexemplary API architecture266 is shown that includes a number of interactive components. As shown inFIG. 2C, and in accordance with an embodiment of theenvironment200, classes and interfaces are configured for a specific target, such as a RTC/WinForms display target for this example.

As shown, abstract class268 (e.g., winformscontroladdinbase) is a base class for a WINDOWS forms control add-in as an alternative to the explicit implementation of the IWinFormsControlAddIn interface. Abstract class270 (e.g., stringcontroladdinbase) is a base class for a WINDOWS forms control add-in that binds System.String type data with the database and uses events to call the OnControlAddin trigger on RoleTailored client page controls. Interface272 (e.g., iwinformcontroladdin) can be used to develop control add-ins that target WINDOWS forms-based displays, including implementing the interface explicitly and overriding its members, or implementing WinFormsControlAddInBase or StringControlAddInBase abstract base classes that implements the interface automatically.

FIG. 2D depicts anexemplary interface274. Theinterface274 of an embodiment can be used as creating a communication channel supporting application language (AL) code with outbound data communications fromserver202 using application logic to thevisualization component218 of the client204 (e.g., providing XML port #####). As shown inFIG. 2D, theexemplary interface274 includes a number of columns including node name column, node type column, source type column, and data source column. As described below, theTransaction276,SpecialDate278, andSpecialValue280 elements are coupled to tables that contain data used in part to define a particular visualization state using a number of schema data structures.

The communication port ##### provides a number of convenience methods that assist with setting the data and generating an XML document to be communicated/consumed by theclient204 and consumed by thevisualization component218. A number of exemplary methods are shown in Table 1 below.

TABLE 1

Method Name	Description

Reset	Clears the XML port from all Transactions events and other
	data.
SetChartTitle	Sets the Title and Items name that are shown as a caption in an
	associated visualization.
SetLegendSeriesTitle	Set the title of the Legend for one of the three side by side
	scenarios.
SetExportData	Sets the table of transaction events of type Table ‘Timeline
	Event’
AddSpecialValue	Adds a special value which is shown as a horizontal line, with
	a value, a title with a certain line color.
ClearSpecialValues	Removes all special values from an associated visualization.
AddSpecialDate	Adds a special date which is shown as a vertical bar, on a
	certain day and a title.
AddWorkdate	Adds WORKDATE as a special date with title ‘Workdate’
ClearSpecialDates	Removes all special dates.
SetUniqueness	Used to set a uniqueness value that assures that the
	visualization is accepting the data document, even if the
	content has not changed; set to an increasing value for
	example.
SetMinAutoAdjustLevel	Sets a minimum level for a supply when selecting “Auto
	Adjust Supply” in the associated visualization, such that the
	level does not fall under such a level until a next supply event.
ClearMinAutoAdjustLevel	Resets the minimum level for “Auto Adjust Supply” to 0.

FIG. 2E depicts anexemplary interface282. Theinterface282 of an embodiment can be used as completing the communication channel supporting the AL code with inbound data communication of changes from the client visualization to theserver202 and associated application logic (e.g., providing add-in XML port ####1). As shown inFIG. 2E, theexemplary interface282 includes a number of columns including node name column, node type column, source type column, and data source column. As described below, theTransactionChanges284 element is coupled to a table that contains data used in part to define a particular visualization state using a number of schema data structures.

The communication port ####1 provides a number of mechanisms for implementing and/or communicating field changes using one or some combination of flags. Table 2 lists a number of exemplary flags used for field changes.

TABLE 2

Flag	Value	Description

New	0x1	A new data row, representing new supply or other
		variable
Deleted	0x2	A deleted data row, representing deleted supply
		or other variable
SupplyChanged	0x4	A data row with changed supply or other variable
Rescheduled	0x8	A data row with rescheduled supply or other
		variable
Reverted	0x10	A data row with one or more changes reverted,
		where the one or more changes has been
		suggested by an associated system or application
		(e.g., a resource planning application)

Tables 3A-3D show a number of exemplary data tables used by theenvironment200 in part to manage visualization data.

TABLE 3A

Transaction

	RefNo
	Change RefNo
	Transaction Type
	Description
	Original Date
	New Date
	Original Quantity
	New Quantity
	Level
	Editable

TABLE 3B

Transaction Changes

	RefNo
	Change RefNo
	Changes
	Original Date
	New Date
	Original Quantity
	New Quantity

TABLE 3C

Special Date

	Date
	Caption

TABLE 3D

Special Value

	Value
	Caption
	Color

FIGS. 2F-2I depict exemplary schema data structures that can be used with data of the data tables as part of providing a visualization environment that includes a time line representation. In an embodiment, the data, together with a number of properties that define a view of the data, can be exposed by the schema ofFIG. 2F. As shown, the schema can be used to define input data for a time line visualization, including using a table for various visualization types including a transaction type, a special date type, and/or a special value type. A sample for a special date would the ‘Workdate’ in an accounting scenario, simply ‘Today’ or any other date that will be marked in the visualization with a name. A sample for special value would be “Reorder point”, “Minimum stock level”, “Maximum stock level”, where each special value of an embodiment can be drawn as a colored horizontal line including a label (seeFIG. 3I).

As shown inFIG. 2F, an exemplary transaction element provides a list of transactions that include the level of a visualized measure, together with changes in amount and/or schedule. That is, a transaction can be described as an event that influences the amount of a measure over time. An exemplary transaction occurs at a certain date and/or time and influences an associated amount by a certain quantity. An exemplary special date element provides a list of special dates shown as vertical background area for a day with a vertical title caption. An exemplary special value element provides a list of special values as horizontal colored background lines with a horizontal title caption.

FIG. 2G depicts a further breakdown of an exemplary schema for the transaction element.

FIG. 2H depicts a further breakdown of the exemplary schema for the special date and special value elements.

In one embodiment, components ofenvironment200 uses a command document to effectuate control of an underlying visualization. The command document can be illustrated using a string in the following exemplary format:

‘Command:’+[Command]+‘,’+[RefNo]+‘,’+[Parameter]

This format assumes that neither [Command], nor [RefNo], nor [Parameter] may contain a ‘,’ character. In one embodiment, RefNo is a unique application defined value used to reference a document that represents a transaction.

Table 4 includes a number of exemplary supported values for [Command].

TABLE 4

Command	Description	Parameter

“clear”	Command that tells the	No parameter used.
	visualization to clear all data.
“delete”	Command that tells the	RefNo of the data
	visualization to delete a data	point.
	point.
“reschedule”	Command that tells the	Parameter: RefNo of
	visualization to reschedule a	the data point.
	data point.	Parameter: New date.
“revertchanges”	Command that tells the	Parameter: RefNo of
	visualization to revert to	the data point.
	Original Quantity and
	Original Date.
“changequantity”	Command that tells the	Parameter: RefNo of
	visualization to change a data	the data point.
	point's amount.	Parameter: New
		amount.
“setcurrent”	Command that tells the	Parameter: RefNo of
	visualization to set the	the data point.
	Current data point.

A visualization add-in component can use one or more events as part of rendering a time line visualization. For example, a trigger (e.g., OnControlAddIn trigger) of a hosting field on a page can be called with one or more event types. Table 5 lists a number of exemplary events used as part of a call as part of providing a visualization.

TABLE 5

‘Index’:
Event ID	Description	‘Data’:Parameter

100	Changed data: e.g., User may	XML Document of all
	have rescheduled and/or	changes
	changed quantity.
101	Selected point has changed:	RefID of the changed data
	User has selected a different	point
	interactive data point
102	Data point has activated:	RefID of the changed data
	Typically when a user has	point
	double clicked a data point
999	A command has been	NONE
	processed.

The changed data event (100) can be sent for each user interaction that changes some aspect of a time line representation. For example, event ‘100’ can be used to track a user drag operation with an interactive data point, and/or through actions in the point/free area context menu. In one embodiment, an event ‘100’ can be fired when a user changes a data point interactively (e.g., dragging or through context menu) and/or a first time an interactive series is provided and/or displayed. In one embodiment, the Data parameter of the event contains only the changes and the references to the changed or adjusted data points, and does not contain the data points that have not been changed from either original amount or original date and are not a new supply. The data contains all of the changes, regardless whether the changes resulted from an end user or have already been sent as transactions for an associated visualization. In one embodiment, the application ofserver202 can e.g. use the value in ChangeRefNo in the input transaction data to indicate a reference to an “Action Message” or other change activity, in order to track changes imparted by the user on top of a change message by the application.

FIG. 2I depicts an exemplary schema for the transaction changes element for a time line visualization. For example, the schema can be used to process changes sent fromclient204 toserver202 as part of providing a visualization interface that includes an interactive time line representation. For example, the event ‘100’ signifies that data has changed, such that the Data parameter follows the data schema ofFIG. 2I. As shown, the changes element contains a combination of changes to a transaction. In one embodiment, the changes element contains one or more of a new type, deleted type, supply changes type, rescheduled type, and/or reverted type.

FIGS. 3A-3H depict aspects of anexemplary visualization interface300, including an interactive time line representation. As shown inFIG. 3A, thevisualization interface300 of an embodiment includes a step linegraphical representation302, filters304-310, and a datavalue list area312. For this example, the user is using thevisualization interface300 to example projected bicycle inventory over a given frame of time. As shown inFIG. 3A, the user has usedfilter304 to select item number “1000” to interactively view various data visualizations for the bicycle inventory. In one embodiment, thevisualization interface300 can be included as part of a client server operational architecture, wherein a client component uses thevisualization interface300 to display data visualizations based in part on one or more complex data sets provided and/or managed by a serving computer.

In an embodiment, the step linegraphical representation302 of thevisualization interface300 can be used in part to visualize comparisons with target levels, including interacting with aspects of the step line graphical representation to identify consequences of changes/inputs. For example, a user can move adjustable data points forward in time, backward in time, to a higher value or values, and/or to a lower value or values. In one embodiment, adjustable data points of the step linegraphical representation302 can be depicted in a certain color (e.g., green for adjustable, red for unadjustable), wherein one or more visual change indicators or symbols (e.g., visual change indicator314), including distinct colors and/or shapes, can be rendered in the step linegraphical representation302 to represent that a data point has been changed or modified, whether by the visualization system or user.

If the user hovers over an adjustable data point (e.g., a green circle/dot symbol), information associated with the data value is presented to the user. For example, a hover operation over an adjustable data point can operate to provide a pop up a pane of information regarding how much an associated data point has been moved forward, backward, increased and/or decreased. As described below, a user can adjust adjustable data points and obtain information about the changes (e.g., hover operation), while also undoing certain changes (e.g., right click to open drop down with undo option). As shown, exemplaryvisual change indicator314 informs the user that a new supply has been added on this date. Moving forward in time from this point highlights additional supply added, as shown by the visual change indicators.

With continuing reference toFIG. 3A, in addition to filtering options304-310, the user has a number of available step line viewing or data population options316-320 within the step linegraphical representation302 that can be selected/deselected to populate/depopulate thevisualization interface300 with associated data. In one embodiment, the options include a “booked transactions”option316, a “with forecast”option318, and a “with changes”option320. Booked transactions data of an embodiment reflects actual realized transactions, whereas forecast data may or may not represent a realized scenario.

The changes data of one embodiment reflects changes to the step linegraphical representation302 resulting from interactive user inputs to adjustable step line portions or an associated resource planning system or application (e.g., new inventory added for an item). For this example, the changes data is plotted to reflect suggestions to improve future sales based in part on the booked transaction data. For example, the increased supply shown inFIG. 3A may be a result of an addition of extra inventory in an effort to increase the number of booked transactions. For example, a resource planning engine can be programmed with business logic in attempts to maximize profit over some time period for some product or service. A user can use the suggested changes provided by the planning engine to determine whether to change a purchase time to obtain a better price to potentially allow affording more bicycles for current and future stock.

For this example, a user has selected the “booked transactions”option316 and “with changes”option320, shown by firststep line representation322 and secondstep line representation324, respectively. In one embodiment, upon selecting the “with changes”option320, the step linegraphical representation302 can be populated with the secondstep line representation324, wherein the step line and step portions are colored with a first type of distinguishing color (e.g., green). According to the example ofFIG. 3A, the step linegraphical representation302 tracks projected bicycle inventory over a partial year span. For this example, selecting the “with changes”option320 provides an overview of changing bicycle supply parameters over the given time span.

As described above, in one embodiment, each step line representation can include a colored line and/or corresponding fill color for the various step portions to readily distinguish the different tracking measures based in part on user selection of one or more of step line data population options316-320. A user can use thevisualization interface300 to quickly determine success or failure and of a current plan or strategy, making adjustments according to realistic and/or sensible goals. A user can use the dynamic interactive nature of the step linegraphical representation302 to adjust adjustable data points (e.g., green icons), while receiving step line feedback (e.g., automatic leveling adjustments), in attempting to perfect or maximize results of some plan or action.

As the user interacts with aspects of the step linegraphical representation302 and/or planning engine provides updates or modifications, data within the datavalue list area312 is automatically adjusted to represent any changes along with re-rendering of points and/or portions of the secondstep line representation324. Due in part to the graphical visualization features, an end user immediately notices the ramp up in inventory over the period of time. The user can hover over one or more of the symbolic icons (e.g., visual indicator314) to obtain further information about a data point or portion. For example, a user can hover overvisual indicator314 to bring up a pop-up pane that includes information pertaining to the inventory item of June 26. For adjustable data points, a control pane can also be provided to indicate permitted user action with a particular adjustable point (seeFIG. 3H for example).

FIG. 3B depicts thevisualization interface300 after the user has usedfilter304 to visualize projected inventory for a power bike being offered for sale, depicted asstep line representation330. It will be appreciated that different types of data and/or categories of goods and/or services can be presented in thevisualization interface300, depending in part on the underlying data sources and/or relevant schema used with the visualization data. For this example, the user has selected the “booked transactions”option316 to obtain a current overview of success of the product, also viewed as demand for the item.

Based in part on such a visualization overview, the user can mold strategies based on marketing and/or product focus changes to optimize the bottom line. Due in part to the graphical visualization features of the step linegraphical representation302 and stepline representation330, an end user immediately notices important periods of time for the inventory item. For this example, the user important can observe both positive and negative milestones affecting the power bike's value to the business as depicted in thestep line representation330. The user has chosen to hide datavalue list area312, represented in part by theexpansion arrow332. The negative step portions334-340 represent potentially significant periods in time that may require additional attention and analysis by the user to ascertain the underlying cause or causes driving the negative nature of the step portions. Likewise, positive step portions342-350 represent potentially significant periods in time that may require additional attention and analysis by the user to ascertain the underlying cause or causes driving the positive nature of the step portions.

As shown inFIG. 3C, the user has also selected the “with changes”option320 to displaystep line representation354 as part of gaining further insight into the nature of the data and effects thereon. As shown, for this example, positive step portions356-370 represent positive number of power bikes in the supply for the given time period.FIG. 3C also depicts a number of visual change indicators372-382 that provide immediate visual change information as to changes made to or associated with the associated adjustable data points.

Visual change indicator

372 includes an upward pointing arrow to indicate that the coupled data point has been adjusted upward to a higher value.Visual change indicator374 includes a left pointing arrow and a downward pointing arrow to indicate that the coupled data point has been adjusted backward in time and to a lower value.

Visual change indicators

376 and380 include an asterisk symbol to indicate that new supply has been added, either by the end user or planning system, for the coupled data points respectively.Visual change indicator378 includes a downward pointing arrow to indicate that the coupled data point has been adjusted to a lower value.Visual change indicator382 includes a right pointing arrow and an upward pointing arrow to indicate that the coupled data point has been adjusted forward in time and to a higher value. As discussed above, a user can hover over any of the indicators to obtain details regarding particular changes and/or make further adjustments to an adjustable data point or points.

FIG. 3D depicts the step linegraphical representation302 after the user has used an input device (e.g., mouse, touch screen, etc.) to scroll to a different point in time, while zooming in on particular period of time and/or a particular span of data values. Some of the visual change indicators are also shown in more detail. A new type ofvisual change indicator384 is shown which, for this example, is rendered as an outlined diamond. In one embodiment, thevisual change indicator384 represents a forecast value for a point in time and is filled with a certain color (e.g., yellow). The highlighted value is immediately recognized as a forecast value based on the shape and/or color, providing useful information to the user for further use and/or adjustment of business parameters. A forecast of one embodiment can be considered as a type of a virtual demand that demands portions that have not yet booked.

FIG. 3E depicts the step linegraphical representation302 after the user has used an input device to zoom in further on the scene.

FIG. 3F depicts the step linegraphical representation302 after the user has used an input device to zoom and pan to another portion of the step linegraphical representation302.

FIG. 3G depicts the step linegraphical representation302 after the user has used an input device to zoom further into the step linegraphical representation302.

FIG. 3H depicts an exemplary pop upinterface386 that includes interaction options for interacting with an adjustable data point of the step linegraphical representation302. For example, a user can right-click to access macro functions for interactive charting, including create, read, update, and delete (CRUD) operations. An automatic adjustment function of one embodiment operates to automatically change a supply to balance inventory until the next supply.

FIG. 3I depicts a step linegraphical representation390 for a touring bicycle depicting special values392 (overfill warning) and394 (reorder level) and special dates396 (special sale starts) and398 (special sale ends).

FIGS. 4A-4C depict aspects of anexemplary visualization interface400 including an interactive time line representation tracking projected inventory for a type of racing ski. As shown inFIG. 4A, the user has selected the “booked transactions”402 and “with forecast”404 plotting options. As shown, avisual indicator406 provides a user with a visual forecast indication. For example, the diamond shapedvisual indicator406 can be used to alert a user to a situation based in part on an assumption that some event will occur on the associated date.

FIG. 4B depicts theexemplary visualization interface400 including interactive time line representations after the user has selected the with forecast”404 and “with changes”408 plotting options. As shown,exemplary visualization interface400 is displaying another type of avisual indicator410 that provides a user with deleted supply indication. The user can peruse the visualization data from left to right or vice versa to attain an understanding of changes made to adjustable data points as provided by the various visual change indicators.

FIG. 4C depicts theexemplary visualization interface400 after the user has used an input device to zoom in on a different period of time as part of analyzing data using features of the visualization. Certain visual change indicators are shown in more detail. As described above, negative step portions of a time line representation can provide a key indication of a particular situation. For example, a negative step may represent some factual scenario that dramatically affects the bottom line of a particular product and/or service.

FIG. 5 depicts a functional block diagram ofexemplary computing environment500 including client, server, and developer components used in part to provide data visualization features. Theclient502,server504, anddeveloper component506 are used to provide interactive time line visualizations. As shown for theexemplary environment500, thedeveloper component506 provides register add-ins to thedatabase508.

Thedeveloper component506 of one embodiment definesfield properties510, application language code orlogic512, andcompiler514 used in part to compile add-in compatibility withserver504. As shown,database508 includes sys table and at least one page (PageX). Theserver504 of one embodiment includes abusiness runtime516, anAddIn repository518, and compiledcode520, but is not so limited. Theclient502 of one embodiment includes client AddIn repository522 and AddInDefinition component524, but is not so limited. As shown, Page ‘X’ data structure is populated using local content if it exists, otherwise the client displays an error to download the add-in code.

FIG. 6 is a flow diagram illustrating anexemplary process600 of providing a time line data visualization including visual controls and attention garnering/attracting features, but is not so limited. At602, theprocess600 begins when a client application is executed, providing a visualization interface that includes an interactive time line representation that can include one or more step portions, rendered with color and/or fill features to further distinguish. For example, the client can integrate with a server-based visualization application to provide visualization features for use in ascertaining forecasts and/or other issues associated with complex data sets. At604, theprocess600 operates to identify one or more data sources containing data to be used to populate visualization data structures. For example, a client user can select one or more types of data (e.g., booked data, change data, forecast data, etc.) to visualize using the interactive time line representation.

At606, theprocess600 provides select time line portions based in part on the one or more selected data types. For example, as part of using a visualization interface, the user may check interface boxes to display booked transaction data and forecast data to ascertain trends and/or highlight data transactions using the visualization interface. At608, theprocess600 operates to update the graphical visualization based in part on changes made to one or more adjustable data points of the interactive time line representation. For example, a user may adjust multiple adjustable data points of one or more time line portions, wherein changes made can be symbolized with symbolic representations to highlight types of changes made.

Theprocess600 of one embodiment uses color and fill effects, along with a number of visual change indicators, as part of dynamically updating displayed step line portions as a user interacts with data points within a visualization to identify various issues (e.g., profit, loss, gain, orders, sales, need to change items/processes, etc.). While a certain number and order of operations is described for the exemplary flow ofFIG. 6, it will be appreciated that other numbers and/or orders can be used according to desired implementations and other embodiments are available.

FIG. 7 depicts a number of exemplary visual symbols or indicators702-720. As shown,visual change indicator702 is used to indicate that a transaction has been canceled/deleted such that it does not influence the amount.Visual change indicator704 is used to indicate that a transaction has been decreased in quantity.Visual change indicator706 is used to indicate that a transaction has been decreased in quantity and also scheduled earlier in date/time.Visual change indicator708 is used to indicate that a transaction has been decreased in quantity and also scheduled later in date/time.Visual change indicator710 is used to indicate that a transaction has been scheduled earlier in date/time.

Visual change indicator

712 is used to indicate that a transaction has been scheduled later in date/time.Visual change indicator714 is used to indicate that a new transaction has been created with the quantity and at the date/time as shown as part of an interactive time line visualization.Visual change indicator716 is used to indicate that a transaction has been increased in quantity.Visual change indicator718 is used to indicate that a transaction has been increased in quantity and also scheduled earlier in date/time.Visual change indicator720 is used to indicate that a transaction has been increased in quantity and also scheduled later in date/time.

While certain embodiments are described herein, other embodiments are available, and the described embodiments should not be used to limit the claims. Exemplary communication environments for the various embodiments can include the use of secure networks, unsecure networks, hybrid networks, and/or some other network or combination of networks. By way of example, and not limitation, the environment can include wired media such as a wired network or direct-wired connection, and/or wireless media such as acoustic, radio frequency (RF), infrared, and/or other wired and/or wireless media and components. In addition to computing systems, devices, etc., various embodiments can be implemented as a computer process (e.g., a method), an article of manufacture, such as a computer program product or computer readable media, computer readable storage medium, and/or as part of various communication architectures.

The term computer readable media as used herein may include computer storage media. Computer storage media may include volatile and nonvolatile, removable and non-removable media implemented in any method or technology for storage of information, such as computer readable instructions, data structures, program modules, or other data. System memory, removable storage, and non-removable storage are all computer storage media examples (i.e., memory storage.). Computer storage media may include, but is not limited to, RAM, ROM, electrically erasable read-only memory (EEPROM), flash memory or other memory technology, CD-ROM, digital versatile disks (DVD) or other optical storage, magnetic cassettes, magnetic tape, magnetic disk storage or other magnetic storage devices, or any other medium which can be used to store information and which can be accessed by a computing device. Any such computer storage media may be part of device.

Communication media may be embodied by computer readable instructions, data structures, program modules, or other data in a modulated data signal, such as a carrier wave or other transport mechanism, and includes any information delivery media. A modulated data signal may describe a signal that has one or more characteristics set or changed in such a manner as to encode information in the signal. By way of example, and not limitation, communication media may include wired media such as a wired network or direct-wired connection, and wireless media such as acoustic, RF, infrared, and other wireless media.

The embodiments and examples described herein are not intended to be limiting and other embodiments are available. Moreover, the components described above can be implemented as part of networked, distributed, and/or other computer-implemented environment. The components can communicate via a wired, wireless, and/or a combination of communication networks. Network components and/or couplings between components of can include any of a type, number, and/or combination of networks and the corresponding network components include, but are not limited to, wide area networks (WANs), local area networks (LANs), metropolitan area networks (MANs), proprietary networks, backend networks, etc.

Client computing devices/systems and servers can be any type and/or combination of processor-based devices or systems. Additionally, server functionality can include many components and include other servers. Components of the computing environments described in the singular tense may include multiple instances of such components. While certain embodiments include software implementations, they are not so limited and encompass hardware, or mixed hardware/software solutions. Other embodiments and configurations are available.

Exemplary Operating Environment

Referring now toFIG. 8, the following discussion is intended to provide a brief, general description of a suitable computing environment in which embodiments of the invention may be implemented. While the invention will be described in the general context of program modules that execute in conjunction with program modules that run on an operating system on a personal computer, those skilled in the art will recognize that the invention may also be implemented in combination with other types of computer systems and program modules.

Generally, program modules include routines, programs, components, data structures, and other types of structures that perform particular tasks or implement particular abstract data types. Moreover, those skilled in the art will appreciate that the invention may be practiced with other computer system configurations, including hand-held devices, multiprocessor systems, microprocessor-based or programmable consumer electronics, minicomputers, mainframe computers, and the like. The invention may also be practiced in distributed computing environments where tasks are performed by remote processing devices that are linked through a communications network. In a distributed computing environment, program modules may be located in both local and remote memory storage devices.

Referring now toFIG. 8, an illustrative operating environment for embodiments of the invention will be described. As shown inFIG. 8,computer2 comprises a general purpose desktop, laptop, handheld, or other type of computer capable of executing one or more application programs. Thecomputer2 includes at least one central processing unit8 (“CPU”), asystem memory12, including a random access memory18 (“RAM”) and a read-only memory (“ROM”)20, and asystem bus10 that couples the memory to theCPU8. A basic input/output system containing the basic routines that help to transfer information between elements within the computer, such as during startup, is stored in theROM20. Thecomputer2 further includes amass storage device14 for storing anoperating system24, application programs, and other program modules.

Themass storage device14 is connected to theCPU8 through a mass storage controller (not shown) connected to thebus10. Themass storage device14 and its associated computer-readable media provide non-volatile storage for thecomputer2. Although the description of computer-readable media contained herein refers to a mass storage device, such as a hard disk or CD-ROM drive, it should be appreciated by those skilled in the art that computer-readable media can be any available media that can be accessed or utilized by thecomputer2.

By way of example, and not limitation, computer-readable media may comprise computer storage media and communication media. Computer storage media includes volatile and non-volatile, removable and non-removable media implemented in any method or technology for storage of information such as computer-readable instructions, data structures, program modules or other data. Computer storage media includes, but is not limited to, RAM, ROM, EPROM, EEPROM, flash memory or other solid state memory technology, CD-ROM, digital versatile disks (“DVD”), or other optical storage, magnetic cassettes, magnetic tape, magnetic disk storage or other magnetic storage devices, or any other medium which can be used to store the desired information and which can be accessed by thecomputer2.

According to various embodiments of the invention, thecomputer2 may operate in a networked environment using logical connections to remote computers through anetwork4, such as a local network, the Internet, etc. for example. Thecomputer2 may connect to thenetwork4 through anetwork interface unit16 connected to thebus10. It should be appreciated that thenetwork interface unit16 may also be utilized to connect to other types of networks and remote computing systems. Thecomputer2 may also include an input/output controller22 for receiving and processing input from a number of other devices, including a keyboard, mouse, etc. (not shown). Similarly, an input/output controller22 may provide output to a display screen, a printer, or other type of output device.

As mentioned briefly above, a number of program modules and data files may be stored in themass storage device14 andRAM18 of thecomputer2, including anoperating system24 suitable for controlling the operation of a networked personal computer, such as the WINDOWS operating systems from MICROSOFT CORPORATION of Redmond, Wash. Themass storage device14 andRAM18 may also store one or more program modules. In particular, themass storage device14 and theRAM18 may store application programs, such as word processing, spreadsheet, drawing, e-mail, and other applications and/or program modules, etc.

It should be appreciated that various embodiments of the present invention can be implemented (1) as a sequence of computer implemented acts or program modules running on a computing system and/or (2) as interconnected machine logic circuits or circuit modules within the computing system. The implementation is a matter of choice dependent on the performance requirements of the computing system implementing the invention. Accordingly, logical operations including related algorithms can be referred to variously as operations, structural devices, acts or modules. It will be recognized by one skilled in the art that these operations, structural devices, acts and modules may be implemented in software, firmware, special purpose digital logic, and any combination thereof without deviating from the spirit and scope of the present invention as recited within the claims set forth herein.

Although the invention has been described in connection with various exemplary embodiments, those of ordinary skill in the art will understand that many modifications can be made thereto within the scope of the claims that follow. Accordingly, it is not intended that the scope of the invention in any way be limited by the above description, but instead be determined entirely by reference to the claims that follow.