# US 2021/0241507 A1 · Automatic Generation of User Onboarding Tours for Business Analytic Applications > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 2021/0241507 A1 - Document ID: US20210241507A1 - Status: Published application - Kind: A1 - Application number: 16/776,748 - Filed: 2020-01-30 - Published: 2021-08-05 - Earliest claimed: 2020-01-30 - Assignees: International Business Machines Corporation - Applicants: International Business Machines Corporation - Inventors: Firas Kazem; Peter Djeneralovic; Aly Gemae - Web page: https://patentgrep.com/patent/US20210241507A1 ## CPC - G06T 11/26: Drawing of charts or graphs - G06F 3/04842: Selection of displayed objects or displayed text elements (G06F3/0482 takes precedence) - G06F 16/904: Browsing; Visualisation therefor (for navigating the web G06F16/954; browsing optimisation for the web G06F16/957) - G06F 40/106: Display of layout of documents; Previewing - G06F 40/237: Lexical tools - G06Q 10/063: Operations research, analysis or management - G06T: IMAGE DATA PROCESSING OR GENERATION, IN GENERAL - G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N) - 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 ## Abstract Automatically generating an onboarding tour for a business analytic application is provided. Columns of a dataset used by the business analytic application are analyzed. Characteristics of visualizations of the business analytic application are analyzed. Ordered groups of visualizations corresponding to the business analytic application are generated based on a result of analyzing the columns of the dataset used by the business analytic application and the characteristics of the visualizations of the business analytic application. A set of visualization paths corresponding to the business analytic application is generated based on the ordered groups of visualizations. Visualization paths in the set of visualization paths corresponding to the business analytic application are ordered to form the onboarding tour based on the result of analyzing the columns of the dataset used by the business analytic application and the characteristics of the visualizations of the business analytic application. ## Claims ### Claim 1 A computer-implemented method for automatically generating an onboarding tour for a business analytic application, the computer-implemented method comprising: analyzing, by a computer, columns of a dataset used by the business analytic application; analyzing, by the computer, characteristics of visualizations within the business analytic application; generating, by the computer, ordered groups of visualizations corresponding to the business analytic application based on a result of analyzing the columns of the dataset used by the business analytic application and the characteristics of the visualizations of the business analytic application; generating, by the computer, a set of visualization paths corresponding to the business analytic application based on the ordered groups of visualizations; and ordering, by the computer, visualization paths in the set of visualization paths corresponding to the business analytic application to form the onboarding tour based on the result of analyzing the columns of the dataset used by the business analytic application and the characteristics of the visualizations of the business analytic application. ### Claim 2 (depends on 1) The computer-implemented method of claim 1 further comprising: generating, by the computer, a set of visual cues for each visualization path in the set of visualization paths corresponding to the business analytic application based on the result of analyzing the characteristics of the visualizations of the business analytic application. ### Claim 3 (depends on 1) The computer-implemented method of claim 1 further comprising: identifying, by the computer, a set of columns in the dataset that is used in visualizations of the business analytic application and filtering out, by the computer, those columns not used by the business analytic application in the visualizations; performing, by the computer, lexical analysis and concept classification of the set of columns; determining, by the computer, columns of interest in the set of columns based on predefined criteria; determining, by the computer, related columns in the set of columns based on one column having a relationship with another column in the set of columns; and determining, by the computer, influencing columns in the set of columns based on one column having an influence on another column in the set of columns. ### Claim 4 (depends on 1) The computer-implemented method of claim 1 further comprising: determining, by the computer, those visualizations of the business analytic application that are included in an explicit visual layout group; determining, by the computer, those visualizations of the business analytic application that are included in an implicit visual layout group sharing similar visual and layout characteristics; determining, by the computer, those visualizations of the business analytic application that are included in a same connection group when an action synchronizes across all visualizations in that same connection group; and determining, by the computer, those visualizations of the business analytic application that are included in a same drill-through sequence where activation of one visualization in that same drill-through sequence navigates to a next visualization in that same drill-through sequence. ### Claim 5 (depends on 4) The computer-implemented method of claim 4 further comprising: extracting, by the computer, text corresponding to determined visualizations of the business analytic application; performing, by the computer, a lexical analysis of the text corresponding to the determined visualizations of the business analytic application; and determining, by the computer, ontological concepts corresponding to the determined visualizations of the business analytic application as at least one of individually and as a group of visualizations based on the lexical analysis of the text. ### Claim 6 (depends on 1) The computer-implemented method of claim 1 further comprising: assigning, by the computer, relationship scores to the visualizations of the business analytic application based on the result of analyzing the characteristics of visualizations of the business analytic application. ### Claim 7 (depends on 6) The computer-implemented method of claim 6 further comprising: adjusting, by the computer, the relationship scores of the visualizations based on the result of analyzing a set of columns in the dataset that is used by the business analytic application. ### Claim 8 (depends on 7) The computer-implemented method of claim 7 further comprising: placing, by the computer, the visualizations into groups of visualizations according to corresponding values of the relationship scores. ### Claim 9 (depends on 8) The computer-implemented method of claim 8 further comprising: ordering, by the computer, each visualization in each respective group of visualizations based on the result of analyzing the characteristics of the visualizations of the business analytic application. ### Claim 10 (depends on 9) The computer-implemented method of claim 9 further comprising: reordering, by the computer, visualizations in each respective group of visualizations to form the ordered groups of visualizations based on the result of analyzing a set of columns in the dataset that is used by the business analytic application. ### Claim 11 A computer system for automatically generating an onboarding tour for a business analytic application, the computer system comprising: a bus system; a storage device connected to the bus system, wherein the storage device stores program instructions; and a processor connected to the bus system, wherein the processor executes the program instructions to: analyze columns of a dataset used by the business analytic application; analyze characteristics of visualizations within the business analytic application; generate ordered groups of visualizations corresponding to the business analytic application based on a result of analyzing the columns of the dataset used by the business analytic application and the characteristics of the visualizations of the business analytic application; generate a set of visualization paths corresponding to the business analytic application based on the ordered groups of visualizations; and order visualization paths in the set of visualization paths corresponding to the business analytic application to form the onboarding tour based on the result of analyzing the columns of the dataset used by the business analytic application and the characteristics of the visualizations of the business analytic application. ### Claim 12 (depends on 11) The computer system of claim 11, wherein the processor further executes the program instructions to: generate a set of visual cues for each visualization path in the set of visualization paths corresponding to the business analytic application based on the result of analyzing the characteristics of the visualizations of the business analytic application. ### Claim 13 (depends on 11) The computer system of claim 11, wherein the processor further executes the program instructions to: identify a set of columns in the dataset that is used in visualizations of the business analytic application and filtering out, by the computer, those columns not used by the business analytic application in the visualizations; perform lexical analysis and concept classification of the set of columns; determine columns of interest in the set of columns based on predefined criteria; determine related columns in the set of columns based on one column having a relationship with another column in the set of columns; and determine influencing columns in the set of columns based on one column having an influence on another column in the set of columns. ### Claim 14 (depends on 11) The computer system of claim 11, wherein the processor further executes the program instructions to: determine those visualizations of the business analytic application that are included in an explicit visual layout group; determine those visualizations of the business analytic application that are included in an implicit visual layout group sharing similar visual and layout characteristics; determine those visualizations of the business analytic application that are included in a same connection group when an action synchronizes across all visualizations in that same connection group; and determine those visualizations of the business analytic application that are included in a same drill-through sequence where activation of one visualization in that same drill-through sequence navigates to a next visualization in that same drill-through sequence. ### Claim 15 (depends on 14) The computer system of claim 14, wherein the processor further executes the program instructions to: extract text corresponding to determined visualizations of the business analytic application; perform a lexical analysis of the text corresponding to the determined visualizations of the business analytic application; and determine ontological concepts corresponding to the determined visualizations of the business analytic application as at least one of individually and as a group of visualizations based on the lexical analysis of the text. ### Claim 16 A computer program product for automatically generating an onboarding tour for a business analytic application, the computer program product comprising a computer readable storage medium having program instructions embodied therewith, the program instructions executable by a computer to cause the computer to perform a method comprising: analyzing, by the computer, columns of a dataset used by the business analytic application; analyzing, by the computer, characteristics of visualizations within the business analytic application; generating, by the computer, ordered groups of visualizations corresponding to the business analytic application based on a result of analyzing the columns of the dataset used by the business analytic application and the characteristics of the visualizations of the business analytic application; generating, by the computer, a set of visualization paths corresponding to the business analytic application based on the ordered groups of visualizations; and ordering, by the computer, visualization paths in the set of visualization paths corresponding to the business analytic application to form the onboarding tour based on the result of analyzing the columns of the dataset used by the business analytic application and the characteristics of the visualizations of the business analytic application. ### Claim 17 (depends on 16) The computer program product of claim 16 further comprising: generating, by the computer, a set of visual cues for each visualization path in the set of visualization paths corresponding to the business analytic application based on the result of analyzing the characteristics of the visualizations of the business analytic application. ### Claim 18 (depends on 16) The computer program product of claim 16 further comprising: identifying, by the computer, a set of columns in the dataset that is used in visualizations of the business analytic application and filtering out, by the computer, those columns not used by the business analytic application in the visualizations; performing, by the computer, lexical analysis and concept classification of the set of columns; determining, by the computer, columns of interest in the set of columns based on predefined criteria; determining, by the computer, related columns in the set of columns based on one column having a relationship with another column in the set of columns; and determining, by the computer, influencing columns in the set of columns based on one column having an influence on another column in the set of columns. ### Claim 19 (depends on 16) The computer program product of claim 16 further comprising: determining, by the computer, those visualizations of the business analytic application that are included in an explicit visual layout group; determining, by the computer, those visualizations of the business analytic application that are included in an implicit visual layout group sharing similar visual and layout characteristics; determining, by the computer, those visualizations of the business analytic application that are included in a same connection group when an action synchronizes across all visualizations in that same connection group; and determining, by the computer, those visualizations of the business analytic application that are included in a same drill-through sequence where activation of one visualization in that same drill-through sequence navigates to a next visualization in that same drill-through sequence. ### Claim 20 (depends on 19) The computer program product of claim 19 further comprising: extracting, by the computer, text corresponding to determined visualizations of the business analytic application; performing, by the computer, a lexical analysis of the text corresponding to the determined visualizations of the business analytic application; and determining, by the computer, ontological concepts corresponding to the determined visualizations of the business analytic application as at least one of individually and as a group of visualizations based on the lexical analysis of the text.