US 11,687,211 B2
System and method for dossier creation with linking dossiers and context passing
Ni Shen, Zhejiang (CN); Qiong Wu, Zhejiang (CN); Jeffrey Courcelle, Herndon, VA (US); Yingchun Mei, Zhejiang (CN); Xiaodi Zhong, Zhejiang (CN); and Alejandro Olvera Velasco, Falls Church, VA (US)
Assigned to MICROSTRATEGY INCORPORATED, Tysons Corner, VA (US)
Filed by MicroStrategy Incorporated, Tysons Corner, VA (US)
Filed on Apr. 22, 2020, as Appl. No. 16/855,149.
Prior Publication US 2021/0333951 A1, Oct. 28, 2021
Int. Cl. G06F 3/0482 (2013.01); G06Q 10/10 (2023.01); G06F 16/26 (2019.01)
CPC G06F 3/0482 (2013.01) [G06F 16/26 (2019.01); G06Q 10/10 (2013.01)] 12 Claims
OG exemplary drawing
 
1. A computer-implemented method, comprising:
retrieving a dataset from a database;
creating a source report including a graphical representation of the dataset, the graphical representation of the dataset including a data container, and the graphical representation of the dataset comprising a source visualization;
displaying the source report on a graphical user interface of a computing device;
creating a contextual link between the graphical representation of the dataset and another graphical representation of data within the source report or within another separate report, the another graphical representation of data comprising an individually selected target visualization, the contextual link comprising a data filter set in the source visualization that is transferred to the individually selected target visualization when the contextual link is created, wherein a user is provided with two options for creating the contextual link including:
initiating the contextual link through a drop down menu; and
initiating the contextual link by selecting an image or a text box in the source report; and
displaying a user-selected create contextual link option, the create contextual link option comprising:
a dossier selection prompt configured to allow the user to browse and select a target report;
a page selection prompt configured to allow the user to select a specific page within the target report;
a tool tip prompt;
a choose prompt option including a list of user selectable prompt options configured to allow the user to select data to be linked and to interact with the data filter set, the list of user selectable prompt options comprising:
prompt user, which prompts the user to manually enter responses;
use a same answer from the source report in the target report;
use a selected object as a prompt answer;
use a default answer; and
ignore prompt; and
an answer prompt option that allows the user to determine how to answer each of the user selectable prompt options.