Microsoft Technology Licensing, LLC

Catalin Tomai

Chen-I Lim

Steve Handy

Corey James Hulen

Ian Tien

Michael Davenport

Chris Gross

Andrew Carlson

A system for extending a Time Intelligence language to provide support for period-to-date functions and for generating member sets in response to data queries is provided. The system may apply member aggregation functions and queries across a plurality of heterogeneous data sources. Each data source is aligned to a reference dimension and is said to organize data according to at least one level of granularity. In some embodiments, a member aggregation function specifies a period (e.g., year, quarter, month) and retrieves data from a data source starting with the current specified period and ending with the most recently completed period equal to the granularity of the data source. The system may allow a user to further customize a member aggregation function by specifying a granularity, a period offset, or a granularity end offset. Additionally, the system may generate a caption to display in association with the retrieved data.

Period to date functions for time intelligence functionality

An interactive dashboard providing scorecard presentation with subordinate reports is automatically generated and configured based on centrally managed metadata definitions. The dashboard may be customized based on subscriber credentials, past preferences, and the like. The dashboard may be deployed to one or more locations to be consumed and further customized by end users.

Automated generation of dashboards for scorecard metrics and subordinate reporting

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Bellevue, WA, United States of America

Catalin Tomai