CA2337607A1 - Business intelligence monitor - Google Patents
Business intelligence monitor Download PDFInfo
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- CA2337607A1 CA2337607A1 CA002337607A CA2337607A CA2337607A1 CA 2337607 A1 CA2337607 A1 CA 2337607A1 CA 002337607 A CA002337607 A CA 002337607A CA 2337607 A CA2337607 A CA 2337607A CA 2337607 A1 CA2337607 A1 CA 2337607A1
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- Prior art keywords
- indicators
- data
- report
- publishing
- indicator
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- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q10/00—Administration; Management
- G06Q10/10—Office automation; Time management
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F40/00—Handling natural language data
- G06F40/10—Text processing
- G06F40/166—Editing, e.g. inserting or deleting
- G06F40/174—Form filling; Merging
-
- G—PHYSICS
- G06—COMPUTING; CALCULATING OR COUNTING
- G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
- G06Q30/00—Commerce
- G06Q30/02—Marketing; Price estimation or determination; Fundraising
- G06Q30/0201—Market modelling; Market analysis; Collecting market data
Abstract
The present invention is directed to a business intelligence monitor method and apparatus that satisfies this need. The method, leveraging the functionality of an existing business information reporting infrastructure, the method comprises the steps of authoring a monitor document derived from a determined methodology, building a report guided by the document and publishing the report. The authoring step comprises creating one or more intelligence indicators, establishing thresholds for the indicators and selecting status definitions for the thresholds. The building step comprises retrieving data from a data source for each indicator, assigning statuses to each indicator based on retrieved data and generating a report comprising indicators, data and statuses. The publishing step comprises parsing one or more selected templates to obtain instructions for publishing and publishing predicated on the obtained instructions.
Description
Business Intelligence Monitor Field of the Invention The present invention relates to the business data management, and more particularly to a method andl apparatus for manipulating business data for to provide business intelligence.
l0 Background of the Invention Today's business databases contain enormous amounts of data. This has been a problem for managers and others who require relevant information specific to their job provided to them in a simple and timely manner.
A typical method of providing business intelligence data to those who require it is to use static reports provided on a predetermined schedule. This usually delivers a jumble of data the vast majority of which is irrelevant to the person reading it. A.s well, since the person reading it gets it on a schedule that ignores their personal needs, the :?0 information often arrives late. Standardized reports do have, and will continue t:o have a place in the business environment, however what is needed are user customizable business intelligence indicators.
Spreadsheet applications have some functionality that can provide a simplified :? 5 form of user customizable business intelligence indicator by permitting the modification of value box properties. The process however, is tedious and flat, providing limited utility.
For the foregoing reasons, there is a need for the delivery of user customizable a0 business intelligence indicators that provide user customizable business intelligence. in a simplified and automated manner enabling the end user to initiate and control the entire process.
l0 Background of the Invention Today's business databases contain enormous amounts of data. This has been a problem for managers and others who require relevant information specific to their job provided to them in a simple and timely manner.
A typical method of providing business intelligence data to those who require it is to use static reports provided on a predetermined schedule. This usually delivers a jumble of data the vast majority of which is irrelevant to the person reading it. A.s well, since the person reading it gets it on a schedule that ignores their personal needs, the :?0 information often arrives late. Standardized reports do have, and will continue t:o have a place in the business environment, however what is needed are user customizable business intelligence indicators.
Spreadsheet applications have some functionality that can provide a simplified :? 5 form of user customizable business intelligence indicator by permitting the modification of value box properties. The process however, is tedious and flat, providing limited utility.
For the foregoing reasons, there is a need for the delivery of user customizable a0 business intelligence indicators that provide user customizable business intelligence. in a simplified and automated manner enabling the end user to initiate and control the entire process.
2 Summary of the Invention The present invention is directed to a business intelligence monitor method and apparatus that satisfies this nc;ed. The method, leveraging the functionality of an a;xisting business information reporting infrastructure, the method comprises the steps of authoring a monitor document derived from a determined methodology, building a report guided by the document and publishing the report.
The step of authorin;~ comprises creating one or more intelligence indicators, establishing thresholds for the indicators and selecting status definitions for the thresholds.
The step of building comprises retrieving data from a data source for each indicator, assigning statuses to each indicator based on retrieved data and generating a report comprising indicators, data and statuses.
The step of publishing; comprises parsing one or more selected templates to obtain instructions for publishing and publishing predicated on the obtained instructions.
:? 0 In an aspect of the invention, the method further comprises formulating one or more roll-up rules predicated on a determined methodology and applying the rules to a plurality of indicators to establish indicator relationship.
:>.S In an aspect ofthe invention, the method further comprises one ore more feedback elements to enable external input.
In an aspect of the invention, the method further comprises one or more underlying data access elements to access foundational data.
.c 0
The step of authorin;~ comprises creating one or more intelligence indicators, establishing thresholds for the indicators and selecting status definitions for the thresholds.
The step of building comprises retrieving data from a data source for each indicator, assigning statuses to each indicator based on retrieved data and generating a report comprising indicators, data and statuses.
The step of publishing; comprises parsing one or more selected templates to obtain instructions for publishing and publishing predicated on the obtained instructions.
:? 0 In an aspect of the invention, the method further comprises formulating one or more roll-up rules predicated on a determined methodology and applying the rules to a plurality of indicators to establish indicator relationship.
:>.S In an aspect ofthe invention, the method further comprises one ore more feedback elements to enable external input.
In an aspect of the invention, the method further comprises one or more underlying data access elements to access foundational data.
.c 0
3 The invention pushes control down to the level where it is best employed, providing users with intelligent responsibility-specific reporting features empowering them with the ability to create customized reports designed by and for those who use them.
S
The invention delivers a qualitative rather than a quantitative report and provides a simple, flexible, extensible, customizable and open architecture.
Brief Description of the Dra~win~s l0 These and other feah:~res, aspects, and advantages of the present invention will become better understood with regard to the following description, appended claims, and accompanying drawings where:
Figure 1 shows the UDF architecture;
l5 Figure 2 shows a stabus map; and Figure 3 shows a mapping of value ranges to a priority designation.
Detailed Description of the fresently Preferred Embodiment :?0 The business intelligence monitor method, leveraging the functionality of an existing business information reporting infrastructure, comprises the steps of authoring a monitor document derived from a determined methodology, building a report guided by the document and publishing the report.
;?S The step of authoring comprises creating one or more intelligence indicators, establishing thresholds for the indicators and selecting status definitions for the thresholds.
The step of building comprises retrieving data from a data source for each 30 indicator, assigning statuses to each indicator based on retrieved data and generating a report comprising indicators, data and statuses.
S
The invention delivers a qualitative rather than a quantitative report and provides a simple, flexible, extensible, customizable and open architecture.
Brief Description of the Dra~win~s l0 These and other feah:~res, aspects, and advantages of the present invention will become better understood with regard to the following description, appended claims, and accompanying drawings where:
Figure 1 shows the UDF architecture;
l5 Figure 2 shows a stabus map; and Figure 3 shows a mapping of value ranges to a priority designation.
Detailed Description of the fresently Preferred Embodiment :?0 The business intelligence monitor method, leveraging the functionality of an existing business information reporting infrastructure, comprises the steps of authoring a monitor document derived from a determined methodology, building a report guided by the document and publishing the report.
;?S The step of authoring comprises creating one or more intelligence indicators, establishing thresholds for the indicators and selecting status definitions for the thresholds.
The step of building comprises retrieving data from a data source for each 30 indicator, assigning statuses to each indicator based on retrieved data and generating a report comprising indicators, data and statuses.
4 The step of publishin~; comprises parsing one or more selected templates to obtain instructions for publishing and publishing predicated on the obtained instructions.
The invention is comprised of an administrator. The administrator incorporates a wizard to automate and simplify the process.
Business Intelligence Monitors (BIMs) can be grouped together to form a BIM
group.
Authoring Process The Administrator tool creates a template and provides an simply way of modifying BIMs or viewing BIMs in their hierarchy.
l S The template is written in XML or a similarly flexible language. The template is comprised of definitions such as:
1. Name 2. Owner :?0 3. Threshold values 4. Data source details
The invention is comprised of an administrator. The administrator incorporates a wizard to automate and simplify the process.
Business Intelligence Monitors (BIMs) can be grouped together to form a BIM
group.
Authoring Process The Administrator tool creates a template and provides an simply way of modifying BIMs or viewing BIMs in their hierarchy.
l S The template is written in XML or a similarly flexible language. The template is comprised of definitions such as:
1. Name 2. Owner :?0 3. Threshold values 4. Data source details
5. Publishing details Template Architecture XML
;? 5 Template Template settings (1) Status Definition Intelligence Indicator Group (IG) (n) _S0 IGstate (1) Intelligence Indicator (II) (n) state (1) UDF ( 1 ) (data pump) thresholds ( 1 ) threshold (n) (may have UDF) 5 state history (1) state (n) link to IG
IG state history (1) IG state (n) The following template example is provided:
Template IG (European cities) II (CTerman cities) II (French cities) IG (UF~ cities) II (Manchester) 1G (London) II (Westminster) II (Chelsea) The template gets historical data updates during the build process.
Roll-up Rules RRs) Some examples of roll-up rules are provided:
;? 5 Template Template settings (1) Status Definition Intelligence Indicator Group (IG) (n) _S0 IGstate (1) Intelligence Indicator (II) (n) state (1) UDF ( 1 ) (data pump) thresholds ( 1 ) threshold (n) (may have UDF) 5 state history (1) state (n) link to IG
IG state history (1) IG state (n) The following template example is provided:
Template IG (European cities) II (CTerman cities) II (French cities) IG (UF~ cities) II (Manchester) 1G (London) II (Westminster) II (Chelsea) The template gets historical data updates during the build process.
Roll-up Rules RRs) Some examples of roll-up rules are provided:
6 Bubble up highest priority that returns the highest priority value encountered:
r = max( pi ',i a Bubble up lowest priority that returns the lowest priority value encountered:
~ = min(p~)~;
Weighted average that returns the weighted average:
wrpr r-_ ~ w;
Majority; high wins that returns the most frequently occurring priority:
y.1 = ~
p&p~ t ~n = ~ i pr=pn Y' _ ~7n1 max(rn) In case of a tie, highest priority value wins Majority; low wins Same as above, but in a tie lowest priority wins 1'' = pn) max(r») RRs have an open architecture and are associated in a hierarchal manner. In an embodiments of the invention, the administrator leverages the existing security infr<~structure by applying properties to monitors such as ownership, read, write and delete.
2>
For example, a team leader would be able to view a monitor showing a threshold level for a performance area of his or her team, but would be prohibited from being able to modify or delete that monitor, having to consult with the monitor owner to make changes.
r = max( pi ',i a Bubble up lowest priority that returns the lowest priority value encountered:
~ = min(p~)~;
Weighted average that returns the weighted average:
wrpr r-_ ~ w;
Majority; high wins that returns the most frequently occurring priority:
y.1 = ~
p&p~ t ~n = ~ i pr=pn Y' _ ~7n1 max(rn) In case of a tie, highest priority value wins Majority; low wins Same as above, but in a tie lowest priority wins 1'' = pn) max(r») RRs have an open architecture and are associated in a hierarchal manner. In an embodiments of the invention, the administrator leverages the existing security infr<~structure by applying properties to monitors such as ownership, read, write and delete.
2>
For example, a team leader would be able to view a monitor showing a threshold level for a performance area of his or her team, but would be prohibited from being able to modify or delete that monitor, having to consult with the monitor owner to make changes.
7 UDF Management The builder provides the data pump and would typically be a UDF based dynamic link library (d11) XML representation in the template <UDF Lib= 'CogUDFR BubbleUpRed' , Type= 'multi'>
<Arg name= 'weight' , type= 'double'> </arg>
<Arg name= 'priority' , type= 'double'> </arg>
</ud~
Type _ 'mufti' _> Cog;UDFR BubbleUpRed must conform to 'mufti-call' signature Type= 'single' _> Library must conform to 'single call' signature Mufti-Call Signature DLL or Library must contain the following functions:
1. Get Fn Count ( ) 2. Get Fn Details ( ) 2,0 3. Get Arg lnfo ( ) 4. Add Row ( ) 5. Compute ( ) 1, 2 and 3 are responsible for establishing what information is in the LrDF
2.5 4 and 5 are the functions that do the actual work 1, 2 and 3 are used by the UDF Manager to extract information about what other functions are exposed in the UDF Library g Single-Call Signature.
l, 2 and 3 are mandatory + S compute ( ) UDF Signature long Get Fn Count ( ) - returns number of non-mandatory functions in Library Boolean Get Fn Details (int fnlDX, for Details ....) - returns details of an individual function l 0 - for IDX = function index (integer function or detail) - for Details = structure of information about function l5 int number of arguments string name Boolean Get Arg Info (int FnIDX, int ArgIDX, ArgDetails...) - returns the details of ~;0 an individual argument.
- Fn 117X = function index - ArgIDX = argument index (integer argument ordinal) - ArgDetails = structure of argument information {string name 2.5 int type (int : front : string) - status complete ( ) ~- 'This returns a structure containing the result of computation and status information.
The UDF Process - Controlled by the UDF Manager 1. Call mandatory fn ~GetFnCount to find out how many functions are on the UDF.
2. For each function call GetFnDetails to get its information.
l 0 3. For each argument on the function call GetArgInfo gets argument details.
4. Repeat.
Pseudo-Code for each function call GetFnDetails for each argument call GetArgInfo (store arg as EVIL) ~;0 next argument (store function as XML) next function UDF Architecture The LrDF architecture is shown in figure 1.
Build Process Overview -The Build process:
- consumes the definitions set in the authoring environment 5 - builds the content and produces the results - computes required calculations and RRs - updates the templatf;
- provides an error 1o1;
l 0 1. Read XML and create monitor objects 2. Read status definitions files to get status map 3. For each Indicator 'Group (IG) a) For each II
(i) if' linked to IG evaluate IG
(ii) execute data pump UDF through UDF Manager to get actual value (iii) update history with prior actual (iv) apply thresholds (v) apply actual to status map to get state 2.0 (vi) update history with prior state b) Apply roll-up rules to all II's to calculate IG state c) Update history with prior state 4. Write XML with nE,w status/values etc.
2 5 Schematic 1. BP XML Read document 2. IG Read status definitions (for all IGs) 3. a) II (for all II's) 3a(i) Evaluate linked IG (if it exists) 3a(ii) Get data value value == 50% UDF Mgr UDF Data 3a(iii) Update history History Prior Actual = 40%
3a(iv)+(v) Apply thresholds and map to status definitions 45% 50% 55% II value 'Red' ~ 'Yellow' ~ 'Green' Priority (status map) Value = 50% .. Status = "yellow"
2.0 3a(vi) Update history with prior state History eg Pri.or state = 'Red' 3b) Roll-up ally II states into IG state (see section D) r = UDF Mgr UDF BubbleUp highest priority eg R+Y+G+R+G+G = R
3c) Update history -> eg Prior state = 'Y' Status Definitions The objective of status definitions is to map an arbitrary range of values to a consistent set of states for direct comparison of disparate metrics.
eg. II # 1 = costs Range $0 -> $1,000 Value = $800 II #2 = Percentage Profit Range -25% -> +100% Value = 75%
As shown in figure 2, one status map can be applied to both II's despite disparate metrics and their states compared directly eg R vs G rather than $800 vs 75%.
Status maps can contain an arbitrary number of states. Each state is assigned a priority, the priority being the; metric used to compare any values applied to the status map for the purposes of the rollups etc. The mapping of value ranges for an II to a priority designation is done through the thresholds on the II as shown in figure 3.
Any given value of tile II will fall between two thresholds. The lower threshold ~;0 applies (same as >). An II is assigned a priority associated with a threshold through a mapping to the status map. The state is calculated from the priority.
The build process retrieves figures from the data source which at present is the database reporting tool and could be developed to access the database directly.
2.5 Performs calculations as necessary and assigns states.
The builder loops through the Rollup Rule Group commands from all the existing RRs .
Publishing -Overview Publishing:
- consumes the template - parses the template replacing II tags with information from the temp:lat:e - applies process logic; as defined in the LI tags - creates static reports - provides an error lol;
1 S Functionality can be provided to include related URL links or to customize how you want to display the results in the web page. For example, a pie chart etc.
The invention providers for the ability to - group critical succeas factors together based on the way you think about your business - determine how lower levels will roll up to higher levels, for example if Revenue is RED how does that impact the Sales group ie in the RED or in the BLACK
- assign weights to critical success factors, for example NA sales weighted higher than Asia Pacific sales - describe critical success factors and display descriptions in the web pages.
- link to related information such as a web-based report, other web sites or work documents - create a history of your Its over time -publish static images from business intelligence reporting clients to compare several different Its or dimensions of data - publish trend infonr~ation incorporating a temporal dimension - easily update and re-publish when the cube is refreshed - publish the display and output - annotate and add notes in a web display As well, many ancillary techniques such as data mining can be performed by l 0 accessing the template.
The invention consolidates disparate reporting tools into one user friendly interface.
It leverages existing infrastructure.
I 5 The invention delivers, great improvements in functionality with a minimum amount of setup.
The invention providers for predictive monitoring.
2 0 The invention pushes control down to the level where it is best employed, providing users with intelligent responsibility-specific reporting features empowering there with the ability to create customized reports designed by and for those who use them.
The invention deliver;. a qualitative rather than a quantitative report and provides a 25 simple, flexible, extensible, customizable and open architecture.
1$
The invention pushes control down to the level where it is best employed, providing users with intelligent work-specific reporting features that empower them with the ability to create customized reports de~oigned by and for those who use them.
$ In an embodiment of tlhe invention, the method further comprises formulating one or more roll-up rules predicated on a determined methodology and applying the rules to a plurality of indicators to establish indicator relationship.
In an embodiment of the invention, the method further comprises one ore more feedback elements to enable external input.
In an embodiment of the invention, the method further comprises one or more underlying data access elements to access foundational data.
1$ In an embodiment of t:he invention, the method further comprises enabling access to a plurality of existing business information reporting infrastructures.
In an embodiment of the invention, the enabled access further comprises access to disparate reporting infrastrucl:ures.
<Arg name= 'weight' , type= 'double'> </arg>
<Arg name= 'priority' , type= 'double'> </arg>
</ud~
Type _ 'mufti' _> Cog;UDFR BubbleUpRed must conform to 'mufti-call' signature Type= 'single' _> Library must conform to 'single call' signature Mufti-Call Signature DLL or Library must contain the following functions:
1. Get Fn Count ( ) 2. Get Fn Details ( ) 2,0 3. Get Arg lnfo ( ) 4. Add Row ( ) 5. Compute ( ) 1, 2 and 3 are responsible for establishing what information is in the LrDF
2.5 4 and 5 are the functions that do the actual work 1, 2 and 3 are used by the UDF Manager to extract information about what other functions are exposed in the UDF Library g Single-Call Signature.
l, 2 and 3 are mandatory + S compute ( ) UDF Signature long Get Fn Count ( ) - returns number of non-mandatory functions in Library Boolean Get Fn Details (int fnlDX, for Details ....) - returns details of an individual function l 0 - for IDX = function index (integer function or detail) - for Details = structure of information about function l5 int number of arguments string name Boolean Get Arg Info (int FnIDX, int ArgIDX, ArgDetails...) - returns the details of ~;0 an individual argument.
- Fn 117X = function index - ArgIDX = argument index (integer argument ordinal) - ArgDetails = structure of argument information {string name 2.5 int type (int : front : string) - status complete ( ) ~- 'This returns a structure containing the result of computation and status information.
The UDF Process - Controlled by the UDF Manager 1. Call mandatory fn ~GetFnCount to find out how many functions are on the UDF.
2. For each function call GetFnDetails to get its information.
l 0 3. For each argument on the function call GetArgInfo gets argument details.
4. Repeat.
Pseudo-Code for each function call GetFnDetails for each argument call GetArgInfo (store arg as EVIL) ~;0 next argument (store function as XML) next function UDF Architecture The LrDF architecture is shown in figure 1.
Build Process Overview -The Build process:
- consumes the definitions set in the authoring environment 5 - builds the content and produces the results - computes required calculations and RRs - updates the templatf;
- provides an error 1o1;
l 0 1. Read XML and create monitor objects 2. Read status definitions files to get status map 3. For each Indicator 'Group (IG) a) For each II
(i) if' linked to IG evaluate IG
(ii) execute data pump UDF through UDF Manager to get actual value (iii) update history with prior actual (iv) apply thresholds (v) apply actual to status map to get state 2.0 (vi) update history with prior state b) Apply roll-up rules to all II's to calculate IG state c) Update history with prior state 4. Write XML with nE,w status/values etc.
2 5 Schematic 1. BP XML Read document 2. IG Read status definitions (for all IGs) 3. a) II (for all II's) 3a(i) Evaluate linked IG (if it exists) 3a(ii) Get data value value == 50% UDF Mgr UDF Data 3a(iii) Update history History Prior Actual = 40%
3a(iv)+(v) Apply thresholds and map to status definitions 45% 50% 55% II value 'Red' ~ 'Yellow' ~ 'Green' Priority (status map) Value = 50% .. Status = "yellow"
2.0 3a(vi) Update history with prior state History eg Pri.or state = 'Red' 3b) Roll-up ally II states into IG state (see section D) r = UDF Mgr UDF BubbleUp highest priority eg R+Y+G+R+G+G = R
3c) Update history -> eg Prior state = 'Y' Status Definitions The objective of status definitions is to map an arbitrary range of values to a consistent set of states for direct comparison of disparate metrics.
eg. II # 1 = costs Range $0 -> $1,000 Value = $800 II #2 = Percentage Profit Range -25% -> +100% Value = 75%
As shown in figure 2, one status map can be applied to both II's despite disparate metrics and their states compared directly eg R vs G rather than $800 vs 75%.
Status maps can contain an arbitrary number of states. Each state is assigned a priority, the priority being the; metric used to compare any values applied to the status map for the purposes of the rollups etc. The mapping of value ranges for an II to a priority designation is done through the thresholds on the II as shown in figure 3.
Any given value of tile II will fall between two thresholds. The lower threshold ~;0 applies (same as >). An II is assigned a priority associated with a threshold through a mapping to the status map. The state is calculated from the priority.
The build process retrieves figures from the data source which at present is the database reporting tool and could be developed to access the database directly.
2.5 Performs calculations as necessary and assigns states.
The builder loops through the Rollup Rule Group commands from all the existing RRs .
Publishing -Overview Publishing:
- consumes the template - parses the template replacing II tags with information from the temp:lat:e - applies process logic; as defined in the LI tags - creates static reports - provides an error lol;
1 S Functionality can be provided to include related URL links or to customize how you want to display the results in the web page. For example, a pie chart etc.
The invention providers for the ability to - group critical succeas factors together based on the way you think about your business - determine how lower levels will roll up to higher levels, for example if Revenue is RED how does that impact the Sales group ie in the RED or in the BLACK
- assign weights to critical success factors, for example NA sales weighted higher than Asia Pacific sales - describe critical success factors and display descriptions in the web pages.
- link to related information such as a web-based report, other web sites or work documents - create a history of your Its over time -publish static images from business intelligence reporting clients to compare several different Its or dimensions of data - publish trend infonr~ation incorporating a temporal dimension - easily update and re-publish when the cube is refreshed - publish the display and output - annotate and add notes in a web display As well, many ancillary techniques such as data mining can be performed by l 0 accessing the template.
The invention consolidates disparate reporting tools into one user friendly interface.
It leverages existing infrastructure.
I 5 The invention delivers, great improvements in functionality with a minimum amount of setup.
The invention providers for predictive monitoring.
2 0 The invention pushes control down to the level where it is best employed, providing users with intelligent responsibility-specific reporting features empowering there with the ability to create customized reports designed by and for those who use them.
The invention deliver;. a qualitative rather than a quantitative report and provides a 25 simple, flexible, extensible, customizable and open architecture.
1$
The invention pushes control down to the level where it is best employed, providing users with intelligent work-specific reporting features that empower them with the ability to create customized reports de~oigned by and for those who use them.
$ In an embodiment of tlhe invention, the method further comprises formulating one or more roll-up rules predicated on a determined methodology and applying the rules to a plurality of indicators to establish indicator relationship.
In an embodiment of the invention, the method further comprises one ore more feedback elements to enable external input.
In an embodiment of the invention, the method further comprises one or more underlying data access elements to access foundational data.
1$ In an embodiment of t:he invention, the method further comprises enabling access to a plurality of existing business information reporting infrastructures.
In an embodiment of the invention, the enabled access further comprises access to disparate reporting infrastrucl:ures.
Claims (14)
1. A business intelligence monitor method, leveraging the functionality of an existing business information reporting infrastructure, the method comprising the steps of:
(i) authoring a monitor document derived from a determined methodology, the authoring comprising:
a) creating one; or more intelligence indicators;
b) establishing; thresholds for the indicators; and c) selecting status definitions for the thresholds;
(ii) building a report guided by the document, the building comprising:
a) retrieving data from a data source for each indicator;
b) assigning statuses to each indicator based on retrieved data; and c) generating a report comprising indicators, data and statuses; and (iii) publishing the report, the publishing comprising:
a) parsing on.e or more selected templates to obtain instructions for publishing; and b) publishing predicated on the obtained instructions.
(i) authoring a monitor document derived from a determined methodology, the authoring comprising:
a) creating one; or more intelligence indicators;
b) establishing; thresholds for the indicators; and c) selecting status definitions for the thresholds;
(ii) building a report guided by the document, the building comprising:
a) retrieving data from a data source for each indicator;
b) assigning statuses to each indicator based on retrieved data; and c) generating a report comprising indicators, data and statuses; and (iii) publishing the report, the publishing comprising:
a) parsing on.e or more selected templates to obtain instructions for publishing; and b) publishing predicated on the obtained instructions.
2. The method according to claim 1, further comprising:
(i) formulating one or more roll-up rules predicated on a determined methodology, and (ii) applying the rules to a plurality of indicators to establish indicator relationship.
(i) formulating one or more roll-up rules predicated on a determined methodology, and (ii) applying the rules to a plurality of indicators to establish indicator relationship.
3. The method according to claim 1, further comprising one ore more feedback elements to enable external input.
4. The method according to claim 1, further comprising one or more underlying data access elements to access foundational data.
5. The method according to claim 1, wherein the authoring step is automated to facilitate one or more manual tasks.
6. The method according to claim 1, wherein indicators can be weighted predicated on user defined importance.
7. The method according to claim 1, wherein indicators can be grouped together 1:o form an indicator group.
8. The method according to claim 7, wherein an indicator group can contain other indicator groups.
9. The method according to claim 1, wherein business intelligence monitors can be grouped together to form a business intelligence monitor group.
10. The method according to claim 9, wherein a business intelligence monitor group can contain other business intelligence monitor groups.
11. The method according to claim 1, further comprising enabling access to a plurality of existing business information reporting infrastructures.
12. The method according to claim 11, wherein the enabled access further comprises access to disparate reporting infrastructures.
13. A business intelligence monitor apparatus, leveraging the functionality of an existing business information reporting infrastructure, the apparatus comprising:
an administrator for authoring a monitor document derived from a determined methodology, the administrator comprising:
an intelligent;e indicator creation process for creating one or more intelligence indicators;
a threshold establisher for establishing thresholds for the indicators; and a status definition selector process for selecting status definitions for the thresholds;
a builder for building a report guided by the document, the builder comprising:
a data retriever for retrieving data from a data source for each indicator;
a status assignor for assigning statuses to each indicator based on retrieved data; and a report generator for generating a report comprising indicators, data and statuses; and a publisher for parsing one or more selected templates to obtain instructions to publish the report.
an administrator for authoring a monitor document derived from a determined methodology, the administrator comprising:
an intelligent;e indicator creation process for creating one or more intelligence indicators;
a threshold establisher for establishing thresholds for the indicators; and a status definition selector process for selecting status definitions for the thresholds;
a builder for building a report guided by the document, the builder comprising:
a data retriever for retrieving data from a data source for each indicator;
a status assignor for assigning statuses to each indicator based on retrieved data; and a report generator for generating a report comprising indicators, data and statuses; and a publisher for parsing one or more selected templates to obtain instructions to publish the report.
14. A business intelligence monitor apparatus, leveraging the functionality of an existing business information reporting infrastructure, the apparatus comprising:
means for authoring a monitor document derived from a determined methodology, the means for authoring comprising:
means for creating one or more intelligence indicators;
means for establishing thresholds for the indicators; and means for selecting status definitions for the thresholds;
means for building a report guided by the document, the means for building comprising:
means for retrieving data from a data source for each indicator;
means for assigning statuses to each indicator based on retrieved data; and means for generating a report comprising indicators, data and statuses; and means for publishing the report, the means for publishing comprising:
means for parsing one or more selected templates to obtain instructions for publishing; and means for publishing predicated on the obtained instructions.
means for authoring a monitor document derived from a determined methodology, the means for authoring comprising:
means for creating one or more intelligence indicators;
means for establishing thresholds for the indicators; and means for selecting status definitions for the thresholds;
means for building a report guided by the document, the means for building comprising:
means for retrieving data from a data source for each indicator;
means for assigning statuses to each indicator based on retrieved data; and means for generating a report comprising indicators, data and statuses; and means for publishing the report, the means for publishing comprising:
means for parsing one or more selected templates to obtain instructions for publishing; and means for publishing predicated on the obtained instructions.
Priority Applications (3)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CA002337607A CA2337607A1 (en) | 2001-02-19 | 2001-02-19 | Business intelligence monitor |
| CA002373540A CA2373540A1 (en) | 2001-02-19 | 2002-02-19 | Business intelligence monitor method and system |
| US10/078,793 US7349862B2 (en) | 2001-02-19 | 2002-02-19 | Business intelligence monitor method and system |
Applications Claiming Priority (1)
| Application Number | Priority Date | Filing Date | Title |
|---|---|---|---|
| CA002337607A CA2337607A1 (en) | 2001-02-19 | 2001-02-19 | Business intelligence monitor |
Publications (1)
| Publication Number | Publication Date |
|---|---|
| CA2337607A1 true CA2337607A1 (en) | 2002-08-19 |
Family
ID=4168410
Family Applications (1)
| Application Number | Title | Priority Date | Filing Date |
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| CA002337607A Abandoned CA2337607A1 (en) | 2001-02-19 | 2001-02-19 | Business intelligence monitor |
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| US (1) | US7349862B2 (en) |
| CA (1) | CA2337607A1 (en) |
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| US20030004742A1 (en) | 2003-01-02 |
| US7349862B2 (en) | 2008-03-25 |
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