US-12619601-B2 - Editing data within a data visualization tool

US12619601B2US 12619601 B2US12619601 B2US 12619601B2US-12619601-B2

Abstract

Systems and methods disclosed herein provide for updating data in a database directly from a visualization tool. A client device runs a visualization application that displays a writeback panel that includes one or more data fields to be changed in the database for a specified database column. The visualization application transmits the updated data to a processing application programming interface (API) on a server communicatively coupled to the client device, which updates the database with the updated data for the specified database column and responds with a success or failure message that reflects the update status.

Inventors

Yoga Jaideep Darapuneni
David McManus
Jayakumar Pankajatchan

Assignees

KPMG International Services Limited

Dates

Publication Date: 20260505
Application Date: 20240813

Claims (11)

1 . A computer-implemented method for updating data in a database directly from a visualization application, the method comprising: displaying the visualization application on a client device; displaying a writeback configuration panel on the client device, the writeback configuration panel including one or more user-selected data fields to be changed in the database for a specified database column and being displayed within a web browser application different from the visualization application, wherein the user selection of data fields to be changed enables changes only to those data fields directly in the database via the visualization application; creating a writeback configuration file via the writeback configuration panel displayed within the web browser application, the writeback configuration file indicating user-selected specific one or more database columns that are capable of being updated directly from the visualization application and including a writeback application programming interface (API) universal resource locator (URL) that identifies where updated data is to be sent; transmitting the updated data, by the visualization application, to a processing application programming interface (API) on a server communicatively coupled to the client device; updating the database with the updated data for the specified database column; and responding, by the processing API, with a success or failure message that reflects the update status.
2 . The computer-implemented method of claim 1 , wherein creating a writeback configuration file comprises identifying an application identifier.
3 . The computer-implemented method of claim 2 , further comprising listening for selection of a row, by a user of the visualization application, where the row is indicated by the writeback configuration file as being editable directly through the writeback panel.
4 . The computer-implemented method of claim 3 , wherein displaying a writeback panel comprises: sensing the selection of an editable row in the visualization application via a data row selection event; and generating an instance of the writeback panel in response to the data row selection event.
5 . The computer-implemented method of claim 2 , further comprising generating a secure token, by a visualization API, and verifying the secure token for database access, by the writeback API.
6 . An apparatus for updating data in a database directly from a visualization application, the apparatus comprising: one or more processors; and memory storing instructions that, when executed by the one or more processors, cause the apparatus to: display the visualization application; display a writeback configuration panel responsive to a user command for data update, the writeback configuration panel including one or more user-selected data fields to be changed in the database for a specified database row and database column and being displayed within a web browser application different from the visualization application, wherein the user selection of data fields to be changed enables changes only to those data fields directly in the database via the visualization application; based on user input, create a writeback configuration file via the writeback configuration panel displayed within the web browser application, the writeback configuration file indicating user-selected specific one or more database columns that are capable of being updated directly from the visualization application and including a writeback application programming interface (API) universal resource locator (URL) that identifies where updated data is to be sent; transmit the updated data, by the visualization application, to a processing application programming interface (API) on a server communicatively coupled to the apparatus; and receive a response, from the processing API, with a success or failure message that reflects whether the specified database column was updated.
7 . The apparatus of claim 6 , wherein the instructions, when executed by the one or more processors, further cause the apparatus to receive an identify of an application identifier.
8 . The apparatus of claim 7 , wherein the instructions, when executed by the one or more processors, further cause the apparatus to listen for selection of a row, by a user of the visualization application, where the row is indicated by the writeback configuration as being editable directly through the writeback panel.
9 . The apparatus of claim 8 , wherein the instructions, when executed by the one or more processors, further cause the apparatus to: sense the selection of an editable row in the visualization application via a data row selection event; and generate an instance of the writeback panel in response to the data row selection event.
10 . The apparatus of claim 7 , wherein the instructions, when executed by the one or more processors, further cause the apparatus to access a visualization API to generate a secure token and to access the writeback API to verify the secure token for database access.
11 . A non-transitory machine-readable medium storing instructions that, when executed by one or more processors, cause the one or more processors to perform the steps comprising: displaying a visualization application on a client device; displaying a writeback configuration panel on the client device, the writeback configuration panel including one or more user-selected data fields to be changed in a database for a specified database column and being displayed within a web browser application different from the visualization application, wherein the user selection of data fields to be changed enables changes only to those data fields directly in the database via the visualization application; creating a writeback configuration file via the writeback configuration panel displayed within the web browser application, the writeback configuration file indicating user-selected specific one or more database columns that are capable of being updated directly from the visualization application and including a writeback application programming interface (API) universal resource locator (URL) that identifies where updated data is to be sent; transmitting the updated data, by the visualization application, to a processing application programming interface (API) on a server communicatively coupled to the client device; updating the database with the updated data for the specified database column; and responding, by the processing API, with a success or failure message that reflects the update status.

Description

CROSS-REFERENCE TO RELATED APPLICATIONS This application claims the benefit of U.S. Provisional Application No. 63/519,305, filed Aug. 14, 2023. TECHNICAL FIELD The disclosed implementations relate generally to data visualization and more specifically to systems, methods, and user interfaces that provide editing functions for editing and updating a data set. BACKGROUND OF THE INVENTION Data visualization applications enable a user to understand very large or complex data sets visually, including through visible trends, outliers, and other factors that are important to making business decisions. Various analytic tools can be used to help understand the data, such as regression lines, average lines, and percentile bands. However, at times data within the visualizations may be stale or incorrect. Users are generally required to exit the visualization application, edit the data to update it or make corrections, then refresh the visualization application. This is time consuming and repetitive, especially when dealing with very large or complex data sets. SUMMARY OF THE INVENTION The following presents a simplified summary of various aspects described herein. This summary is not an extensive overview and is not intended to identify key or critical elements or to delineate the scope of the claims. The following summary merely presents some concepts in a simplified form as an introductory prelude to the more detailed description provided below. Corresponding apparatus, systems, and computer-readable media are also within the scope of the disclosure. According to one aspect, a computer-implemented method is provided for updating data in a database directly from a visualization tool. The method includes displaying a writeback panel via a visualization application on a client device, wherein the writeback panel includes one or more data fields to be changed in the database for a specified database column. The visualization application transmits the updated data to a processing application programming interface (API) on a server communicatively coupled to the client device. The processing API updates the database with the updated data for the specified database column and responds to the visualization application with a success or failure message that reflects the update status. According to another aspect, an apparatus is provided for updating data in a database directly from a visualization tool. The apparatus includes one or more processors and memory storing a set of instructions. When executed by the one or more processors, the instructions cause the apparatus to display a writeback panel via a visualization application that includes one or more data fields to be changed in the database for a specified database row and database column. The instructions also cause the apparatus to transmit the updated data, via the visualization application, to a processing application programming interface (API) on a server communicatively coupled to the apparatus and receive a response, from the processing API, with a success or failure message that reflects whether the specified database column was updated. According to a third aspect, a non-transitory machine-readable medium stores instructions that cause the one or more processors to perform steps. The steps include displaying a writeback panel via a visualization application on a client device, wherein the writeback panel includes one or more data fields to be changed in the database for a specified database column. The steps also include transmitting the updated data, by the visualization application, to a processing application programming interface (API) on a server communicatively coupled to the client device, updating the database with the updated data for the specified database column, and responding, by the processing API, with a success or failure message that reflects the update status. BRIEF DESCRIPTION OF DRAWINGS The present disclosure is described by way of example and not limited in the accompanying figures in which like reference numerals indicate similar elements and in which: FIG. 1 is a block diagram of a system for analyzing, visualizing, and directly editing data within a visualization; FIG. 2 is a block diagram illustrating a computing device that may be used with the system described in FIG. 1; FIGS. 3A-3D are an illustration of various features of some disclosed implementations using the system of FIG. 1; FIG. 4 is an illustration of various features of some disclosed implementations using the system of FIG. 1; FIG. 5 is an illustration of various features of some disclosed implementations using the system of FIG. 1; FIG. 6 is an illustration of an example method of editing data directly within a visualization using the system of FIG. 1; and FIG. 7 is an illustration of another example method of editing data directly within a visualization using the system of FIG. 1. DETAILED DESCRIPTION OF THE INVENTION In the following description of embodiments of th