# US 2007/0260970 A1 · System and method for creating a graphical presentation

> Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt

- Number: US 2007/0260970 A1
- Document ID: US20070260970A1
- Status: Published application
- Kind: A1
- Application number: 11/827,790
- Filed: 2007-07-13
- Published: 2007-11-08
- Earliest claimed: 2002-10-24
- Assignees: Efficient Analytics, Inc.
- Inventors: Richard Dorwart
- Web page: https://patentgrep.com/patent/US20070260970A1

## CPC

- G06F 40/18: of spreadsheets (form-filling G06F40/174)
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)

## Abstract

A system and method for creating graphical presentations is disclosed. A pre-existing graphical presentation is scanned. Data points are extracted from the pre-existing graphical presentation. Corresponding data points are extracted from tabulated data. These corresponding data points are then inserted into the pre-existing graphical presentation to create a new graphical presentation. It is emphasized that this abstract is provided to comply with the rules requiring an abstract that will allow a searcher or other reader to quickly ascertain the subject matter of the technical disclosure. It is submitted with the understanding that it will not be used to interpret or limit the scope or meaning of the claims.

## Claims

### Claim 1

A system for performing a data extraction procedure to automatically populate a graphical presentation, comprising:
a profile worksheet that a system user creates to specify data selection information and data transfer information for performing said data extraction procedure; and
an extraction program that references said profile worksheet to automatically perform said data extraction procedure, said extraction program electronically scanning said graphical presentation to identify data values and identification labels in said graphical presentation, said extraction program then accessing data tables to obtain current values for said data values and said identification labels, said extraction program utilizing said current values to populate said graphical presentation.

### Claim 2 (depends on 1)

The system of claim 1 wherein said data tables are created by utilizing a tabulation program, said data tables including said data values that are each associated with respective ones of said identification labels.

### Claim 3 (depends on 2)

The system of claim 2 wherein said graphical presentation is created by utilizing a graphing program to display selected ones of said data values and identification labels in a graphical format.

### Claim 4 (depends on 3)

The system of claim 3 wherein said extraction program is a separate set of software program instructions that are not implemented as a part of either said tabulation program or said graphing program.

### Claim 5 (depends on 4)

The system of claim 4 wherein said profile worksheet is implemented as an integral part of said extraction program, said system user utilizing a graphical user interface generated by said extraction program to specify said data selection information and said data transfer information in said profile worksheet.

### Claim 6 (depends on 3)

The system of claim 3 wherein said graphing program includes a datasheet with graph values for said graphical presentation, said profile worksheet being implemented as a separate entity that is different from said datasheet of said graphing program.

### Claim 7 (depends on 6)

The system of claim 6 wherein said profile worksheet is initially created by said system user, said extraction program then performing said data extraction procedure to extract selected ones of said data values and said identification labels based upon specific data extraction instructions created in said profile worksheet, said extraction program automatically populating said datasheet of said graphing program with said selected ones of said data values and said identification labels, said graphical presentation simultaneously being updated to correspond to said datasheet of said graphing program.

### Claim 8 (depends on 3)

The system of claim 3 wherein said identification labels include banner heading categories aligned along a first axis of each of said data tables, said identification labels also including stub categories aligned along a second axis of each of said data tables.

### Claim 9 (depends on 8)

The system of claim 8 wherein said extraction program uniquely identifies each of said data values by cross-referencing one of said banner heading categories and one of said stub categories in said data tables.

### Claim 10 (depends on 3)

The system of claim 3 wherein said profile worksheet includes a pathname worksheet that said system user creates to automatically specify which of selected ones of said data values and said identification labels are inserted into which chart object in said graphical presentation.

### Claim 11 (depends on 10)

The system of claim 10 wherein said system user creates said pathname worksheet to automatically specify a profile name/path to identify a workbook file for a specific extraction procedure, a question list sheet to identify a list of individual tables from said data tables for said specific extraction procedure, a banner profile sheet name to identify a banner selection sheet for said specific extraction procedure, a tabulated data file name/path to identify selected ones of said data tables for said specific extraction procedure, and a tab load sheet name to identify a selected interim storage space for extracted data from said specific extraction procedure.

### Claim 12 (depends on 3)

The system of claim 3 wherein said profile worksheet includes a question list worksheet that said system user creates to instruct said extraction program to automatically match a specific slide of said graphical presentation with a specific one of said data tables and/or a specific question category from said data tables during said data extraction procedure.

### Claim 13 (depends on 12)

The system of claim 12 wherein said system user creates said question list worksheet to automatically specify a destination slide from said graphical presentation for inserting extracted data in a specific extraction procedure, row and column destination coordinates in said destination slide for inserting said extracted data in said specific extraction procedure, table or question identifiers to specify either a specific one of said data tables or a specific question as a data source for extracting said data values during said specific extraction procedure, and a table/question ID qualifier that indicates when a banner heading or a row label in said destination slide is different from said specific one of said data tables.

### Claim 14 (depends on 3)

The system of claim 3 wherein said profile worksheet includes a banner worksheet that said system user creates to instruct said extraction program to automatically associate specified data table banners from said data tables with specified graphical presentation banners from said graphical presentation, even though said specified data table banners and said specified graphical presentation banners are not identical.

### Claim 15 (depends on 14)

The system of claim 14 wherein said banner worksheet causes said extraction program to automatically change said specified data table banners from said data tables into said specified graphical presentation banners from said graphical presentation based upon instructions in said banner worksheet.

### Claim 16 (depends on 3)

The system of claim 3 wherein said profile worksheet is initially completed by said system user and then loaded into said extraction program, said extraction program responsively determining one or more specific chart objects to scan based said profile worksheet, said extraction program then automatically scanning said one or more specified chart objects, said extraction program selecting specified identification labels from said one or more specified chart objects to be stored in multi-dimensional, dynamic label array structures.

### Claim 17 (depends on 16)

The system of claim 16 wherein said extraction program refers to said profile worksheet to select specified ones of said data tables for said data extraction procedure, said extraction program automatically comparing said multi-dimensional, dynamic label array structures with said data values in said specified ones of said data tables to locate said specified identification labels, said extraction program cross-referencing said specified identification labels to locate selected ones of said data values, said extraction program then extracting said selected ones of said data values, said extraction program storing said selected ones of said data values in an interim load sheet for automatically populating said one or more specified chart objects.

### Claim 18 (depends on 3)

The system of claim 3 wherein said extraction program utilizes said profile worksheet to automatically populate multiple charts from said graphical presentation during a single execution of said data extraction procedure.

### Claim 19 (depends on 18)

The system of claim 18 wherein said extraction program populates said multiple charts in said graphical presentation in an order that is based upon data entry positions of respective table information entered by said system user into said profile worksheet, said extraction program initially populating a first chart object having a smallest coordinate total by using said data values from one of said data tables that is identified in a topmost position in said profile worksheet, said extraction program then sequentially populating additional chart objects based upon their respective coordinate totals and further sequential data entry positions entered by said system user into said profile worksheet.

### Claim 20 (depends on 3)

The system of claim 3 wherein said extraction program utilizes said profile worksheet to automatically populate a single chart in said graphical presentation by extracting said data values and said identification labels from a plurality of different ones of said data tables.

### Claim 21 (depends on 3)

The system of claim 3 wherein a qualifier is specified in said profile worksheet if a proxy label is required for populating said graphical presentation, said proxy label not being present in said data tables, said extraction program automatically populating said graphical presentation even though said datasheet for said graphical presentation does initially not contain all labels necessary to cross-index and thus extract said data values.

### Claim 22 (depends on 3)

The system of claim 3 wherein said extraction program includes a tab structure repair module that performs a structure check upon said data tables before performing said data extraction procedure, said tab structure repair module performing a table reformatting procedure to make said data tables compatible with said extraction program and said graphing program.

### Claim 23 (depends on 22)

The system of claim 22 wherein said table reformatting procedure is performed according to pre-defined rules that specify that banner headings are formatted to occupy only a single horizontal row, and question identifiers are separated by only a single space.

### Claim 24 (depends on 3)

The system of claim 3 wherein said extraction program extracts all of a problem data table whenever any of selected ones of said data values cannot be located in said problem data table, said extraction program loading said all of said problem data table into an interim preload sheet so that correct ones of said data values can be manually loaded into said graphical presentation, or so that one or more problems can be diagnosed, repaired, and re-run correctly with said extraction program.

### Claim 25 (depends on 3)

The system of claim 3 wherein said extraction program appends selected ones of said data values to said datasheet, as in a special case of new time series data, rather than overwriting previous data already existing in said datasheet.

### Claim 26 (depends on 3)

The system of claim 3 wherein said extraction program extracts selected ones of said data values even when any or all of said data tables contain special formatting such as subheadings and repetitions of said data labels.

### Claim 27 (depends on 3)

The system of claim 3 wherein said extraction program appends significance test lettering or other notation to data labels of said graphical presentation directly onto said graphical presentation.

### Claim 28 (depends on 3)

The system of claim 3 wherein said extraction program automatically ranks selected ones of said data values and said identification labels, in either ascending or descending order.

### Claim 29 (depends on 3)

The system of claim 3 wherein said extraction program is used, via instructions from said profile worksheet and a pre-existing library or template of chart designs, to generate a report shell containing only dummy data or no data, said report shell later being automatically populated via said extraction program.

### Claim 30

A method for performing a data extraction procedure to automatically populate a graphical presentation, comprising the steps of:
creating data tables by utilizing a tabulation program, said data tables including data values that are each associated with identification labels;
utilizing a graphing program for creating a graphical presentation to display selected ones of said data values and identification labels in a graphical format;
providing a profile worksheet that a system user creates to specify data selection information and data transfer information for performing said data extraction procedure; and
referencing said profile worksheet with an extraction program to automatically perform said data extraction procedure, said extraction program electronically scanning said graphical presentation to identify said selected ones of said data values and said identification labels in said graphical presentation, said extraction program then extracting current values for said selected ones of said data values and said identification labels from said data tables, said extraction program utilizing said current values to populate said graphical presentation.

### Claim 31

A system for performing a data extraction procedure to automatically populate a graphical presentation, comprising:
an extraction program that references extraction information provided by a system user to automatically perform said data extraction procedure, said extraction program identifying data values and identification labels from said extraction information, said extraction program then accessing data tables to obtain current values for said data values and said identification labels, said extraction program utilizing said current values to populate said graphical presentation.
