WO2025184392A1 - System and method for providing a data analytics assistant and automatic generation of data analytics stories - Google Patents
System and method for providing a data analytics assistant and automatic generation of data analytics storiesInfo
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- WO2025184392A1 WO2025184392A1 PCT/US2025/017674 US2025017674W WO2025184392A1 WO 2025184392 A1 WO2025184392 A1 WO 2025184392A1 US 2025017674 W US2025017674 W US 2025017674W WO 2025184392 A1 WO2025184392 A1 WO 2025184392A1
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/90—Details of database functions independent of the retrieved data types
- G06F16/903—Querying
- G06F16/9032—Query formulation
- G06F16/90332—Natural language query formulation or dialogue systems
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/24—Querying
- G06F16/242—Query formulation
- G06F16/243—Natural language query formulation
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/24—Querying
- G06F16/245—Query processing
- G06F16/2452—Query translation
- G06F16/24522—Translation of natural language queries to structured queries
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/24—Querying
- G06F16/248—Presentation of query results
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/25—Integrating or interfacing systems involving database management systems
- G06F16/254—Extract, transform and load [ETL] procedures, e.g. ETL data flows in data warehouses
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/20—Information retrieval; Database structures therefor; File system structures therefor of structured data, e.g. relational data
- G06F16/28—Databases characterised by their database models, e.g. relational or object models
- G06F16/283—Multi-dimensional databases or data warehouses, e.g. MOLAP or ROLAP
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F16/00—Information retrieval; Database structures therefor; File system structures therefor
- G06F16/30—Information retrieval; Database structures therefor; File system structures therefor of unstructured textual data
- G06F16/33—Querying
- G06F16/332—Query formulation
- G06F16/3329—Natural language query formulation
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- G—PHYSICS
- G06—COMPUTING OR CALCULATING; COUNTING
- G06F—ELECTRIC DIGITAL DATA PROCESSING
- G06F40/00—Handling natural language data
- G06F40/30—Semantic analysis
Definitions
- Patent No 12,216,673 on February 4, 2025 which is a continuation-in-part of U.S. Patent Application No. 16/513,459, filed July 16, 2019, titled “TECHNIQUES FOR SEMANTIC SEARCHING”, which is a continuation of U.S. Patent Application No. 15/297,037, filed October 18, 2016, titled “TECHNIQUES FOR SEMANTIC SEARCHING”, which is a continuation-in- part of U.S. Patent Application No. 14/861,893, filed September 22, 2015, titled “SEMANTIC SEARCHES IN A BUSINESS INTELLIGENCE SYSTEM”, which claims the benefit of priority of U.S. Provisional Application No.
- Embodiments described herein are generally related to computer data analytics, and computer-based methods of providing business intelligence or other data, and are particularly related to a system and method for providing a data analytics assistant, for use with a data analytics environment, and automatic generation of data analytics stories.
- Data analytics enables computer-based examination of large amounts of data, for example to derive conclusions or other information from the data.
- business intelligence tools can be used to provide users with business intelligence describing their enterprise data, in a format that enables the users to make strategic business decisions.
- a data analytics system or environment can be integrated with a digital assistant which provides natural language processing capabilities, for purposes of leveraging the natural language processing of a user’s text or speech input, within a data analytics or data visualization project, for example while generating, modifying, or interacting with data visualizations, or generating a story or script that includes or is descriptive of data visualizations.
- Figure 1 illustrates an example data analytics environment, in accordance with an embodiment.
- Figure 2 further illustrates an example data analytics environment, accordance with an embodiment.
- Figure 3 further illustrates an example data analytics environment, accordance with an embodiment.
- Figure 4 further illustrates an example data analytics environment, accordance with an embodiment.
- Figure 5 further illustrates an example data analytics environment, accordance with an embodiment.
- Figure 6 illustrates a use of the system to transform, analyze, or visualize data, in accordance with an embodiment.
- Figure 7 illustrates the preparation of a data visualization for use with a data analytics environment, in accordance with an embodiment.
- Figure 8 further illustrates the preparation of a data visualization for use with a data analytics environment, in accordance with an embodiment.
- Figure 9 further illustrates the preparation of a data visualization for use with a data analytics environment, in accordance with an embodiment.
- Figure 10 illustrates a system for providing digital assistant integration with a data analytics assistant, in accordance with an embodiment.
- Figure 11 illustrates the use of a natural language generator service to support digital assistant integration, in accordance with an embodiment.
- Figure 12A illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 12B further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 12C further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 12D further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 12E further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 13A illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 13B further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 13C further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 13D further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 13E further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 13F further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 14A illustrates an example use of the system to generate a data analytics story in accordance with an embodiment.
- Figure 14B further illustrates an example use of the system to generate a data analytics story in accordance with an embodiment.
- Figure 15 further illustrates automatic story generation, in accordance with an embodiment.
- Figure 16A illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 16B further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 16C further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 16D further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 16E further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- Figure 17 illustrates a flowchart of a method for providing digital assistant integration with a data analytics assistant, in accordance with an embodiment.
- data analytics enables computer- based examination of large amounts of data, for example to derive conclusions or other information from the data.
- business intelligence (Bl) tools can be used to provide users with business intelligence describing their enterprise data, in a format that enables the users to make strategic business decisions.
- data analytics can be provided within the context of enterprise software application environments, such as, for example, an Oracle Fusion Applications environment; or within the context of software-as-a-service (SaaS) or cloud environments, such as, for example, an Oracle Analytics Cloud or Oracle Cloud Infrastructure environment; or other types of analytics application or cloud environments.
- enterprise software application environments such as, for example, an Oracle Fusion Applications environment
- SaaS software-as-a-service
- cloud environments such as, for example, an Oracle Analytics Cloud or Oracle Cloud Infrastructure environment
- analytics application or cloud environments such as, for example, an Oracle Analytics Cloud or Oracle Cloud Infrastructure environment
- Examples of data analytics environments and business intelligence tools/servers include Oracle Business Intelligence Server (OBIS), Oracle Analytics Cloud (OAC), and Fusion Analytics Warehouse (FAW), which support features such as data mining or analytics, and analytic applications.
- OBIS Oracle Business Intelligence Server
- OAC Oracle Analytics Cloud
- FAW Fusion Analytics Warehouse
- Figure 1 illustrates an example data analytics environment, in accordance with an embodiment.
- FIG. 1 The example embodiment illustrated in Figure 1 is provided for purposes of illustrating an example of a data analytics environment in association with which various embodiments described herein can be used. In accordance with other embodiments and examples, the approach described herein can be used with other types of data analytics, database, or data warehouse environments.
- the components and processes illustrated in Figure 1, and as further described herein with regard to various other embodiments, can be provided as software or program code executable by, for example, a cloud computing system, or other suitably-programmed computer system.
- a data analytics environment 100 can be provided by, or otherwise operate at, a computer system having a computer hardware (e.g., processor, memory) 101 , and including one or more software components operating as a control plane 102, and a data plane 104, and providing access to a data warehouse, data warehouse instance 160 (database 161 , or other type of data source).
- the control plane operates to provide control for cloud or other software products offered within the context of a SaaS or cloud environment, such as, for example, an Oracle Analytics Cloud environment, or other type of cloud environment.
- the control plane can include a console interface 110 that enables access by a customer (tenant) and/or a cloud environment having a provisioning component 111.
- the console interface can enable access by a customer (tenant) operating a graphical user interface (GUI) and/or a command-line interface (CLI) or other interface; and/or can include interfaces for use by providers of the SaaS or cloud environment and its customers (tenants).
- GUI graphical user interface
- CLI command-line interface
- the console interface can provide interfaces that allow customers to provision services for use within their SaaS environment, and to configure those services that have been provisioned.
- a customer can request via the console interface, a number of attributes associated with the data warehouse instance, including required attributes (e.g., login credentials), and optional attributes (e.g., size, or speed).
- the provisioning component can then provision the requested data warehouse instance, including a customer schema of the data warehouse; and populate the data warehouse instance with the appropriate information supplied by the customer.
- the provisioning component can also be used to update or edit a data warehouse instance, and/or an ETL process that operates at the data plane, for example, by altering or updating a requested frequency of ETL process runs, for a particular customer (tenant).
- the data plane can include a data pipeline or process layer 120 and a data transformation layer 134, that together process operational or transactional data from an organization’s enterprise software application or data environment, such as, for example, business productivity software applications provisioned in a customer’s (tenant’s) SaaS environment.
- the data pipeline or process can include various functionality that extracts transactional data from business applications and databases that are provisioned in the SaaS environment, and then load a transformed data into the data warehouse.
- the data transformation layer can include a data model, such as, for example, a knowledge model (KM), or other type of data model, that the system uses to transform the transactional data received from business applications and corresponding transactional databases provisioned in the SaaS environment, into a model format understood by the data analytics environment.
- a data model such as, for example, a knowledge model (KM), or other type of data model, that the system uses to transform the transactional data received from business applications and corresponding transactional databases provisioned in the SaaS environment, into a model format understood by the data analytics environment.
- KM knowledge model
- the data plane is responsible for performing extract, transform, and load (ETL) operations, including extracting transactional data from an organization’s enterprise software application or data environment, such as, for example, business productivity software applications and corresponding transactional databases offered in a SaaS environment, transforming the extracted data into a model format, and loading the transformed data into a customer schema of the data warehouse.
- ETL extract, transform, and load
- each customer (tenant) of the environment can be associated with their own customer tenancy within the data warehouse, that is associated with their own customer schema; and can be additionally provided with readonly access to the data analytics schema, which can be updated by a data pipeline or process, for example, an ETL process, on a periodic or other basis.
- a data pipeline or process can be scheduled to execute at intervals (e.g., hourly/daily/weekly) to extract transactional data from an enterprise software application or data environment, such as, for example, business productivity software applications and corresponding transactional databases 106 that are provisioned in the SaaS environment
- an extract process 108 can extract the transactional data, whereupon extraction the data pipeline or process can insert extracted data into a data staging area, which can act as a temporary staging area for the extracted data.
- the data quality component and data protection component can be used to ensure the integrity of the extracted data.
- the data quality component can perform validations on the extracted data while the data is temporarily held in the data staging area.
- the data transformation layer can be used to begin the transform process, to transform the extracted data into a model format to be loaded into the customer schema of the data warehouse.
- the data pipeline or process can operate in combination with the data transformation layer to transform data into the model format.
- the mapping and configuration database can store metadata and data mappings that define the data model used by data transformation.
- the data and configuration user interface (Ul) can facilitate access and changes to the mapping and configuration database.
- the data transformation layer can transform extracted data into a format suitable for loading into a customer schema of data warehouse, for example according to the data model.
- the data transformation can perform dimension generation, fact generation, and aggregate generation, as appropriate.
- Dimension generation can include generating dimensions or fields for loading into the data warehouse instance.
- the data pipeline or process can execute a warehouse load procedure 150, to load the transformed data into the customer schema of the data warehouse instance. Subsequent to the loading of the transformed data into customer schema, the transformed data can be analyzed and used in a variety of additional business intelligence processes.
- a semantic layer 180 can include data defining a semantic model of a customer’s data; which is useful in assisting users in understanding and accessing that data using commonly-understood business terms; and provide custom content to a presentation layer 190.
- a semantic model can be defined, for example, in an Oracle environment, as a Bl Repository (RPD) file, having metadata that defines logical schemas, physical schemas, physical-to-logical mappings, aggregate table navigation, and/or other constructs that implement the various physical layer, business model and mapping layer, and presentation layer aspects of the semantic model.
- RPD Bl Repository
- a customer may perform modifications to their data source model, to support their particular requirements, for example by adding custom facts or dimensions associated with the data stored in their data warehouse instance; and the system can extend the semantic model accordingly.
- the presentation layer can enable access to the data content using, for example, a software analytic application, user interface, dashboard, key performance indicators (KPI’s); or other type of report or interface as may be provided by products such as, for example, Oracle Analytics Cloud, or Oracle Analytics for Applications.
- KPI key performance indicators
- a query engine 18 (e.g., an OBIS instance) operates in the manner of a federated query engine to serve analytical queries or requests from clients within, e.g., an Oracle Analytics Cloud environment, directed to data stored at a database.
- the OBIS instance can push down operations to supported databases, in accordance with a query execution plan 56, wherein a logical query can include Structured Query Language (SQL) statements received from the clients; while a physical query includes database-specific statements that the query engine sends to the database to retrieve data when processing the logical query.
- SQL Structured Query Language
- the OBIS instance translates business user queries into appropriate database-specific query languages (e.g., Oracle SQL, SQL Server SQL, DB2 SQL, or Essbase MDX).
- the query engine e.g., OBIS
- a user/developer can interact with a client computer device 10 that includes a computer hardware 11 (e.g., processor, storage, memory), user interface 12, and client application 14.
- a query engine or business intelligence server such as OBIS generally operates to process inbound, e.g., SQL, requests against a database model, build and execute one or more physical database queries, process the data appropriately, and then return the data in response to the request.
- the query engine or business intelligence server can include various components or features, such as a logical or business model or metadata that describes the data available as subject areas for queries; a request generator that takes incoming queries and turns them into physical queries for use with a connected data source; and a navigator that takes the incoming query, navigates the logical model and generates those physical queries that best return the data required for a particular query.
- a logical or business model or metadata that describes the data available as subject areas for queries
- a request generator that takes incoming queries and turns them into physical queries for use with a connected data source
- a navigator that takes the incoming query, navigates the logical model and generates those physical queries that best return the data required for a particular query.
- a query engine or business intelligence server may employ a logical model mapped to data in a data warehouse, by creating a simplified star schema business model over various data sources so that the user can query data as if it originated at a single source. The information can then be returned to the presentation layer as subject areas, according to business model layer mapping rules.
- the query engine e.g., OBIS
- OBIS can process queries against a database according to a query execution plan.
- the query engine or business intelligence server can create a query execution plan which can then be further optimized, for example to perform aggregations of data necessary to respond to a request. Data can be combined together and further calculations applied, before the results are returned to the calling application.
- a request for data analytics or visualization information can be received via a client application and user interface as described above, and communicated to the analytics system (in the example of a cloud environment, via a cloud service).
- the system can retrieve an appropriate dataset to address the user/business context, for use in generating and returning the requested data analytics or visualization information to the client, as a data visualization 196.
- a client application can be implemented as software or computer-readable program code executable by a computer system or processing device, and having a user interface, such as, for example, a software application user interface or a web browser interface.
- the client application can retrieve or access data via an Internet/HTTP or other type of network connection to the analytics system, or in the example of a cloud environment via a cloud service provided by the environment.
- the analytics system enables a dataset to be retrieved, received, or prepared from one or more data source(s) 198, for example via one or more data source connections.
- data source(s) 198 for example via one or more data source connections.
- Examples of the types of data that can be transformed, analyzed, or visualized using the systems and methods described herein include HCM, HR, or ERR data, e-mail or text messages, or other of freeform or unstructured textual data provided at one or more of a database, data storage service, or other type of data repository or data source.
- a request for data analytics or visualization information can be received via a client application and user interface as described above, and communicated to the analytics system (in the example of a cloud environment, via a cloud service).
- the system can retrieve an appropriate dataset to address the user/business context, for use in generating and returning the requested data analytics or visualization information to the client.
- the data analytics system can retrieve a dataset using, e.g., SELECT statements or Logical SQL instructions.
- the system provides functionality that allows a user to generate datasets, analyses, or visualizations for display within a user interface, for example to explore datasets or data sourced from multiple data sources.
- the provisioning component can also comprise a provisioning application programming interface (API), a number of workers, a metering manager, and a data plane API, as further described below.
- the console interface can communicate, for example, by making API calls, with the provisioning API when commands, instructions, or other inputs are received at the console interface to provision services within the SaaS environment, or to make configuration changes to provisioned services.
- the metering manager can include various functionality that meters services and usage of services provisioned through control plane.
- the metering manager can record a usage over time of processors provisioned via the control plane, for particular customers (tenants), for billing purposes.
- the metering manager can record an amount of storage space of data warehouse partitioned for use by a customer of the SaaS environment, for billing purposes.
- the data pipeline or process, provided by the data plane can including a monitoring component, a data staging component, a data quality component, and a data projection component, as further described below.
- the data transformation layer can include a dimension generation component, fact generation component, and aggregate generation component, as further described below.
- the data plane can also include a data and configuration user interface, and mapping and configuration database.
- the data warehouse can include a default data analytics schema (referred to herein in accordance with some embodiments as an analytic warehouse schema) 162 and, for each customer (tenant) of the system, a customer schema 164.
- a default data analytics schema referred to herein in accordance with some embodiments as an analytic warehouse schema
- customer schema 164 for each customer (tenant) of the system.
- a first warehouse customer tenancy for a first tenant can comprise a first database instance, a first staging area, and a first data warehouse instance of a plurality of data warehouses or data warehouse instances; while a second customer tenancy for a second tenant can comprise a second database instance, a second staging area, and a second data warehouse instance of the plurality of data warehouses or data warehouse instances.
- the monitoring component can determine dependencies of several different datasets (data sets) to be transformed. Based on the determined dependencies, the monitoring component can determine which of several different datasets should be transformed to the model format first.
- a first model dataset incudes no dependencies on any other model dataset; and a second model dataset includes dependencies to the first model dataset; then the monitoring component can determine to transform the first dataset before the second dataset, to accommodate the second dataset’s dependencies on the first dataset.
- dimensions can include categories of data such as, for example, “name,” “address,” or “age”.
- Fact generation includes the generation of values that data can take, or “measures.” Facts can be associated with appropriate dimensions in the data warehouse instance.
- Aggregate generation includes creation of data mappings which compute aggregations of the transformed data to existing data in the customer schema of data warehouse instance.
- the data pipeline or process can read the source data, apply the transformation, and then push the data to the data warehouse instance.
- data transformations can be expressed in rules, and once the transformations take place, values can be held intermediately at the staging area, where the data quality component and data projection components can verify and check the integrity of the transformed data, prior to the data being uploaded to the customer schema at the data warehouse instance.
- Monitoring can be provided as the extract, transform, load process runs, for example, at a number of compute instances or virtual machines.
- Dependencies can also be maintained during the extract, transform, load process, and the data pipeline or process can attend to such ordering decisions.
- the data pipeline or process can execute a warehouse load procedure, to load the transformed data into the customer schema of the data warehouse instance. Subsequent to the loading of the transformed data into customer schema, the transformed data can be analyzed and used in a variety of additional business intelligence processes.
- Figure 3 further illustrates an example data analytics environment, in accordance with an embodiment.
- data can be sourced, e.g., from a customer’s (tenant’s) enterprise software application or data environment (106), using the data pipeline process; or as custom data 109 sourced from one or more customer-specific applications 107; and loaded to a data warehouse instance, including in some examples the use of an object storage 105 for storage of the data.
- a user can create a dataset that uses tables from different connections and schemas.
- the system uses the relationships defined between these tables to create relationships or joins in the dataset.
- the system uses the data analytics schema that is maintained and updated by the system, within a system/cloud tenancy 114, to pre-populate a data warehouse instance for the customer, based on an analysis of the data within that customer’s enterprise applications environment, and within a customer tenancy 117.
- the data analytics schema maintained by the system enables data to be retrieved, by the data pipeline or process, from the customer’s environment, and loaded to the customer’s data warehouse instance.
- the system also provides, for each customer of the environment, a customer schema that is readily modifiable by the customer, and which allows the customer to supplement and utilize the data within their own data warehouse instance.
- customer schema that is readily modifiable by the customer, and which allows the customer to supplement and utilize the data within their own data warehouse instance.
- resultant data warehouse instance operates as a database whose contents are partly-controlled by the customer; and partly-controlled by the environment (system).
- a data warehouse (e.g., ADW) can include a data analytics schema and, for each customer/tenant, a customer schema sourced from their enterprise software application or data environment.
- the data provisioned in a data warehouse tenancy (e.g., an ADW cloud tenancy) is accessible only to that tenant; while at the same time allowing access to various, e.g., ETL-related or other features of the shared environment.
- the system enables the use of multiple data warehouse instances; wherein for example, a first customer tenancy can comprise a first database instance, a first staging area, and a first data warehouse instance; and a second customer tenancy can comprise a second database instance, a second staging area, and a second data warehouse instance.
- the data pipeline or process upon extraction of their data, can insert the extracted data into a data staging area for the tenant, which can act as a temporary staging area for the extracted data.
- a data quality component and data protection component can be used to ensure the integrity of the extracted data; for example by performing validations on the extracted data while the data is temporarily held in the data staging area.
- the data transformation layer can be used to begin the transformation process, to transform the extracted data into a model format to be loaded into the customer schema of the data warehouse.
- Figure 4 further illustrates an example data analytics environment, in accordance with an embodiment.
- the process of extracting data e.g., from a customer’s (tenant’s) enterprise software application or data environment, using the data pipeline process as described above; or as custom data sourced from one or more customer-specific applications; and loading the data to a data warehouse instance, or refreshing the data in a data warehouse, generally involves three broad stages, performed by an ETP service 160 or process, including one or more extraction service 163; transformation service 165; and load/publish service 167, executed by one or more compute instance(s) 170.
- a list of view objects for extractions can be submitted, for example, to an Oracle Bl Cloud Connector (BICC) component via a REST call.
- the extracted files can be uploaded to an object storage component, such as, for example, an Oracle Storage Service (OSS) component, for storage of the data.
- the transformation process takes the data files from object storage component (e.g., OSS), and applies a business logic while loading them to a target data warehouse, e.g., an ADW database, which is internal to the data pipeline or process, and is not exposed to the customer (tenant).
- a load/publish service or process takes the data from the, e.g., ADW database or warehouse, and publishes it to a data warehouse instance that is accessible to the customer (tenant).
- Figure 5 further illustrates an example data analytics environment, in accordance with an embodiment.
- data can be sourced, e.g., from each of a plurality of customer’s (tenant’s) enterprise software application or data environment, using the data pipeline process as described above; and loaded to a data warehouse instance.
- the data pipeline or process maintains, for each of a plurality of customers (tenants), for example customer A 180, customer B 182, a data analytics schema that is updated on a periodic basis, by the system in accordance with best practices for a particular analytics use case.
- the system uses the data analytics schema 162A, 162B, that is maintained and updated by the system, to pre-populate a data warehouse instance for the customer, based on an analysis of the data within that customer’s enterprise applications environment 106A, 106B, and within each customer’s tenancy (e.g., customer A tenancy 181 , customer B tenancy 183); so that data is retrieved, by the data pipeline or process, from the customer’s environment, and loaded to the customer’s data warehouse instance 160A, 160B.
- tenancy e.g., customer A tenancy 181 , customer B tenancy 183
- the data analytics environment also provides, for each of a plurality of customers of the environment, a customer schema (e.g., customer A schema 164A, customer B schema 164B) that is readily modifiable by the customer, and which allows the customer to supplement and utilize the data within their own data warehouse instance.
- a customer schema e.g., customer A schema 164A, customer B schema 164B
- the resultant data warehouse instance operates as a database whose contents are partly-controlled by the customer; and partly- controlled by the data analytics environment (system); including that their database appears pre-populated with appropriate data that has been retrieved from their enterprise applications environment to address various analytics use cases.
- the data transformation layer can be used to begin the transformation process, to transform the extracted data into a model format to be loaded into the customer schema of the data warehouse.
- activation plans 186 can be used to control the operation of the data pipeline or process services for a customer, for a particular functional area, to address that customer’s (tenant’s) particular needs.
- an activation plan can define a number of extract, transform, and load (publish) services or steps to be run in a certain order, at a certain time of day, and within a certain window of time.
- each customer can be associated with their own activation plan(s).
- an activation plan for a first Customer A can determine the tables to be retrieved from that customer’s enterprise software application environment (e.g., their Fusion Applications environment), or determine how the services and their processes are to run in a sequence; while an activation plan for a second Customer B can likewise determine the tables to be retrieved from that customer’s enterprise software application environment, or determine how the services and their processes are to run in a sequence.
- the systems and methods disclosed herein can be used to provide a data visualization environment 192 that enables insights for users of an analytics environment with regard to analytic artifacts and relationships among the same.
- a model can then be used to visualize relationships between such analytic artifacts via, e.g., a user interface, as a network chart or visualization of relationships and lineage between artifacts (e.g., User, Role, DV Project, Dataset, Connection, Dataflow, Sequence, ML Model, ML Script).
- a client application can be implemented as software or computer-readable program code executable by a computer system or processing device, and having a user interface, such as, for example, a software application user interface or a web browser interface.
- the client application can retrieve or access data via an Internet/HTTP or other type of network connection to the analytics system, or in the example of a cloud environment via a cloud service provided by the environment.
- the user interface can include or provide access to various dataflow action types, as described in further detail below, that enable self- service text analytics, including allowing a user to display a dataset, or interact with the user interface to transform, analyze, or visualize the data, for example to generate graphs, charts, or other types of data analytics or visualizations of dataflows.
- the analytics system enables a dataset to be retrieved, received, or prepared from one or more data source(s), for example via one or more data source connections.
- data source(s) for example via one or more data source connections.
- Examples of the types of data that can be transformed, analyzed, or visualized using the systems and methods described herein include HCM, HR, or ERP data, e-mail or text messages, or other of free-form or unstructured textual data provided at one or more of a database, data storage service, or other type of data repository or data source.
- a request for data analytics or visualization information can be received via a client application and user interface as described above, and communicated to the analytics system (in the example of a cloud environment, via a cloud service).
- the system can retrieve an appropriate dataset to address the user/business context, for use in generating and returning the requested data analytics or visualization information to the client.
- the data analytics system can retrieve a dataset using, e.g., SELECT statements or Logical SQL instructions.
- the system can create a model or dataflow that reflects an understanding of the dataflow or set of input data, by applying various algorithmic processes, to generate visualizations or other types of useful information associated with the data.
- the model or dataflow can be further modified within a dataset editor 193 by applying various processing or techniques to the dataflow or set of input data, including for example one or more dataflow actions 194, 195 or steps that operate on the dataflow or set of input data.
- a user can interact with the system via a user interface, to control the use of dataflow actions to generate data analytics, data visualizations 196, or other types of useful information associated with the data.
- datasets are self-service data models that a user can build for data visualization and analysis requirements.
- a dataset contains data source connection information, tables, and columns, data enrichments and transformations.
- a user can use a dataset in multiple workbooks and in dataflows.
- a user when a user creates and builds a dataset, they can, for example: choose between many types of connections or spreadsheets; create datasets based on data from multiple tables in a database connection, an Oracle data source, or a local subject area; or create datasets based on data from tables in different connections and subject areas.
- a user can build a dataset that includes tables from an Autonomous Data Warehouse connection, tables from a Spark connection, and tables from a local subject area; specify joins between tables; and transform and enrich the columns in the dataset.
- additional artifacts, features, and operations associated with datasets can include, for example:
- View available connections a dataset uses one or more connections to data sources to access and supply data for analysis and visualization.
- a user list of connections contains the connections that they built and the connections that they have permission to access and use.
- a dataset can include more than one connection. Adding more connections allows a user to access and join all of the tables and data that they need to build the dataset. The user can add more connections to datasets that support multiple tables.
- joins indicate relationships between a dataset's tables. If the user is creating a dataset based on facts and dimensions and if joins already exist in the source tables, then joins are automatically created in the dataset. If the user is creating a dataset from multiple connections and schemas, then they can manually define the joins between tables. [000119] In accordance with an embodiment, a user can use dataflows to create datasets by combining, organizing, and integrating data. Dataflows enable the user to organize and integrate data to produce curated datasets that either they or other users can visualize.
- a user might use a dataflow to: Create a dataset; Combine data from different source; aggregate data; and train a machine learning model or apply a predictive machine learning model to their data.
- a dataset editor as described above allows a user to add actions or steps, wherein each step performs a specific function, for example, add data, join tables, merge columns, transform data, or save the data.
- Each step is validated when the user adds or changes it. When they have configured the dataflow, they can execute it to produce or update a dataset.
- a user can curate data from datasets, subject areas, or database connections.
- the user can execute dataflows individually or in a sequence.
- the user can include multiple data sources in a dataflow and specify how to join them.
- the user can save the output data from a dataflow in either a dataset or in a supported database type.
- additional artifacts, features, and operations associated with dataflows can include, for example:
- Add columns add custom columns to a target dataset.
- Add data add data sources to a dataflow. For example, if the user is merging two datasets, they add both datasets to the dataflow.
- Aggregate create group totals by applying aggregate functions; for example, count, sum, or average.
- Branch creates multiple outputs from a dataflow.
- Filter select only the data that the user is interested in.
- Join combine data from multiple data sources using a database join based on a common column.
- Graph Analytics perform geo-spatial analysis, such as calculating the distance or the number of hops between two vertices.
- Figures 7-9 illustrate the preparation of a data visualization for use with a data analytics environment, in accordance with an embodiment.
- the system allows a user to prepare a data visualization for use with a dataset.
- a panel of visualization options allows users to add data visualization elements to a workbook or canvas, to create a dashboard or data visualization.
- the user can create a workbook, add a dataset, and then drag and drop its columns onto a canvas to create visualizations.
- the system can automatically generate a visualization based on the contents of the canvas, with one or more visualization types automatically selected for selection by the user.
- the user can continue adding data elements directly to the canvas to build the visualization.
- a dataset operates as a self-service data model from which the user can build a data analysis or visualization.
- the user can then use the data visualization to access the data analytics environment, for example to submit analyses or queries against an organization's data, or explore datasets or data sourced from multiple data sources.
- dataflows can be used to merge datasets, cleanse data, and output the results to a new dataset.
- the system can provide automatically generated data visualizations (automatically-generated insights, auto-insights), by suggesting visualizations which are expected to provide the best insights for a particular dataset.
- the user can review an insight's automatically generated summary, for example by hovering over the associated visualization in the workbook canvas.
- a data analytics system or environment can be integrated with a digital assistant which provides natural language processing capabilities, for purposes of leveraging the natural language processing of a user’s text or speech input, within a data analytics or data visualization project, for example while generating, modifying, or interacting with data visualizations, or generating a story or script that includes or is descriptive of data visualizations.
- a data analytics system or environment for example an Oracle Analytics Cloud (OAC) environment
- OAC Oracle Analytics Cloud
- a digital assistant system or environment for example an Oracle Digital Assistant (ODA) environment
- NLP natural language processing
- speech processing capabilities for purposes of leveraging the natural language (NL) processing of a user’s text or speech input, within a data analytics or data visualization project, for example while generating, modifying, or interacting with data visualizations.
- NLP natural language processing
- NL natural language
- Figure 10 illustrates a system for providing digital assistant integration with a data analytics assistant, in accordance with an embodiment.
- a data analytics system or environment for example an Oracle Analytics Cloud (OAC) environment
- receives as input from a user via a user interface e.g., data analytics assistant
- a natural language expression e.g., a natural language expression
- the input natural language can be associated with a context where appropriate, for example an instruction to create a project, e.g., visualization, story, script.
- a relevant dataset can be determined (e.g., by a search component 1020 such as Bl Search) based on the parsed data visualization request (context supplied with input and/or based on keywords in input).
- the natural language input can be sent to a digital assistant environment 1030 (for example an Oracle Digital Assistant (ODA) environment, which provides natural language processing (NLP) and speech processing capabilities, for purposes of leveraging the natural language (NL) processing of the natural language expression, e.g., a user’s text or speech input.
- ODA Oracle Digital Assistant
- a data visualization request format (e.g., JavaScript Object Notation, JSON) can be prepared with resolved intent and entities.
- an (e.g., ODA) JSON data is prepared with resolved intent and entities and returned to the data visualization (DV) environment for rendering.
- the data analytics or data visualization project is rendered in the user interface (Ul).
- a Natural Language Generator (NLG) service within OAC can generate simple and insightful natural language text for a given visualization.
- a simple text explains the data behind the visualization, whereas an insightful text is meant to provide related but useful insights about the columns and the data surrounding them in the visualization.
- the data analytics assistant can then use the insights text generation feature to fetch and display related insights for the visualization.
- Figure 11 illustrates the use of a natural language generator service to support digital assistant integration, in accordance with an embodiment.
- a user can interact with a user interface 1102 of a search environment 1100 (e.g., Bl Search) via a natural language utterance/input.
- a request 1101 can be passed to a natural language parser 1103 (e.g., ODA) and parsed for use by a visualization generator 1104 and natural language text generator 1120 comprising a data collector 1121 and data to text converter 1124.
- Responses for example insights 1122, 1123
- the NLG service can include a data collector responsible for generating the insightful data for a given visualization. To accomplish this, it takes the visualization metadata as input. The metadata is processed to extract an input grammar for the NLG service.
- the input grammar is made up of the projections, group by and filter expressions, dimension and measure columns and any other aspects of the visualization that can be of potential use in generating insights data.
- the input grammar is pruned using the dataset profile to generate insights grammar.
- the process of pruning applies transforms to generate insights grammar.
- one of the transformations is to determine a dimension column either from the input grammar or the dataset to explain the measure in the input visualization. Based on this, a rank filter predicate is added to the grammar. This is just one example of the transformation that aids in fetching a top N insights.
- the final step is to convert the insights grammar into a logical SQL that can be executed to fetch insights data.
- a user request received at the user interface such as for example “What are the top performing products in Asia?” is parsed by a natural language parser and passed to a visualization generator.
- a natural language text generator can then be used to generate a response associated with a visualization, such as for example “The top 3 products by sales were ... Here’s a visualization of the totals sales for the top 20 products ...”.
- a data analytics system or environment can be integrated with a digital assistant which provides natural language processing capabilities, for purposes of leveraging the natural language processing of a user’s text or speech input, within a data analytics or data visualization project, for example while generating, modifying, or interacting with data visualizations, or generating a story or script that includes or is descriptive of data visualizations.
- Figures 12A-12E illustrate an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- the data analytics system e.g., OAC
- OAC data analytics system
- the user presents the user with dynamic insights about their data which they can review and choose from.
- the user can also use chat a starting point and begin a dialog with the data analytics assistant.
- the user’s first question relate to a topic of interest. However their catalog has no data to address the question.
- the user’s follow-up question is more complex, since it pertains to the previous response combined with the curated data that they have in the system.
- the data analytics assistant will combine the two sources of information using its internal analytics Al model optimized for data quality. The user can then use modifiers to enhance the question and eventually add the resulting insight to their canvas.
- the user can, for example, ask the data analytics assistant to create a new calculation which they can use in follow-up questions.
- the data analytics assistant operates in manner that is interlaced with the user’s personalized experience, such that the user can choose to have the data analytics assistant perform some analytic or visualization tasks, or choose to do those or other tasks themselves.
- the user can manually create insights and use them in synergy with a chat-based interaction. Clicking on a chat icon within any visualization allows to user to receive more insights into their data, and then further modify them by continuing their chat.
- Figures 13A-13F illustrate an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- the system can be used to generate a story or script that includes or is descriptive of data visualizations.
- the data analytics assistant can operate in the manner of a data analytics copilot or plugin to provide a dialog with a user, and based on the user input, generate one or more data visualizations together with a story or script accompanying or describing the visualizations.
- a user can generate, based on data provided by a data analytics environment (e.g., OAC) a series of pie, bar or other chart-types visualizations; and can specify, for example using a “smart suggest” option, a presentation configuration information to be sent to a large language model (LLM) environment.
- the (LLM) environment can process the user input and information describing a chart, and then, based on the information provided by the data analytics environment, create a language narrative or story describing or otherwise providing more information about the chart.
- the presentation configuration information, and other information directed to the language narrative or story can be provided as a story exchange format, for example as a JSON data that includes information such as title, script, voice-used, and intonation.
- a story exchange format operates as a standardized format for sharing information, and can then be used directly within the data analytics assistant, or can be shared with other systems or applications, for example to generate a story, podcast or other type of presentation descriptive of the data provided by the data analytics environment.
- Figures 14A-14B illustrate an example use of the system to generate a data analytics story in accordance with an embodiment.
- a story exchange format for example as provided as a JSON data
- a third-party system or application such as, in this example, a Synthesia system or application, to generate a story, podcast or other type of presentation descriptive of the data provided by the data analytics environment.
- the data analytics assistant allows a user to use different templates to be used with a story exchange format, to generate a story, podcast or other type of presentation descriptive of the data provided by the data analytics environment.
- a user can specify a phone template and then click “generate” to utilize, in this example, a HeyGen system or application, to generate a story, podcast or other type of presentation descriptive of the data provided by the data analytics environment.
- the described approach can be used, for example, to generate a narrated newscast or story-like video including the charts and descriptions received from the analytics environment.
- the same information can be packaged and sent to different third-parties, for use by their systems or applications.
- the approach provides a compelling way to convey objectives related to a visualization or presentation; for example, by utilizing a particular person’s image, voice, or intonation, which can be generated programmatically by the system and associated with the visualization and accompanying script or description.
- the data visualization when displayed can effectively narrate itself, including where appropriate using different voice-types or languages, to provide a multilingual-enabled data analytics and presentation environment.
- Figure 15 further illustrates automatic story generation, in accordance with an embodiment.
- the described approach can be used, for example, to create, in this example, a chatbot-type agent, that enables interaction between the user and the analytics environment; and utilizing a particular person’s image, which can be generated programmatically by the system and associated with a visualization and accompanying script or description.
- Figures 16A-16E illustrate an example user interface and user interaction as provided by the system, in accordance with an embodiment.
- the described approach can be used, for example, to create, in this example, a chatbot-type agent, that enables interaction between the user and the analytics environment; and utilizing a particular person’s image, which can be generated programmatically by the system and associated with a visualization and accompanying script or description.
- the above-described features can be used in combination with additional insight functionality, for example, to determine dataset insights, and surface those as part of a language narrative or story.
- Figure 17 illustrates a flowchart of a method for providing digital assistant integration with a data analytics assistant, in accordance with an embodiment.
- a data analytics system or environment receives as input from a user via a user interface (e.g., data analytics assistant) a natural language expression, or request to prepare a data visualization.
- a user interface e.g., data analytics assistant
- the input natural language can be associated with a context where appropriate, for example an instruction to create a project, e.g., visualization, story, script.
- the NL expression is sent to a digital assistant system or environment, for example an Oracle Digital Assistant (ODA) environment, which provides natural language processing (NLP) and speech processing capabilities, for purposes of leveraging the natural language (NL) processing of the NL expression, e.g., a user’s text or speech input.
- ODA Oracle Digital Assistant
- NLP natural language processing
- speech processing capabilities for purposes of leveraging the natural language (NL) processing of the NL expression, e.g., a user’s text or speech input.
- an, e.g., ODA JSON data is prepared with resolved intent and entities.
- a search component e.g., OBIS, BiSearch, finds a most relevant dataset based on the parsed, e.g., ODA JSON, and accessibility for the user, and generates a project JSON and returns to the data visualization (DV) environment for rendering.
- OBIS e.g., ODA JSON
- DV data visualization
- teachings herein can be implemented using one or more computer, computing device, machine, or microprocessor, including one or more processors, memory and/or computer readable storage media programmed according to the teachings herein.
- Appropriate software coding can readily be prepared by skilled programmers based on the teachings of the present disclosure, as will be apparent to those skilled in the software art.
- the teachings herein can include a computer program product which is a non-transitory computer readable storage medium (media) having instructions stored thereon/in which can be used to program a computer to perform any of the processes of the present teachings.
- storage mediums can include, but are not limited to, hard disk drives, hard disks, hard drives, fixed disks, ROMs, RAMs, EPROMs, EEPROMs, DRAMs, VRAMs, flash memory devices, or other types of storage media or devices suitable for non-transitory storage of instructions and/or data.
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Abstract
In accordance with an embodiment, described herein is a system and method for providing a data analytics assistant, for use with a data analytics environment, and automatic generation of data analytics stories. In accordance with an embodiment a data analytics system or environment can be integrated with a digital assistant which provides natural language processing capabilities, for purposes of leveraging the natural language processing of a user's text or speech input, within a data analytics or data visualization project, for example while generating, modifying, or interacting with data visualizations, or generating a story or script that includes or is descriptive of data visualizations.
Description
SYSTEM AND METHOD FOR PROVIDING A DATA ANALYTICS ASSISTANT AND AUTOMATIC GENERATION OF DATA ANALYTICS STORIES
COPYRIGHT NOTICE
A portion of the disclosure of this patent document contains material which is subject to copyright protection. The copyright owner has no objection to the facsimile reproduction by anyone of the patent document or the patent disclosure, as it appears in the Patent and Trademark Office patent file or records, but otherwise reserves all copyright rights whatsoever.
Claim of Priority and Cross-Reference to Related Applications:
[0001] This application claims the benefit of priority to U.S. Provisional Patent Application titled “SYSTEM AND METHOD FOR DATA ANALYTICS STORY CREATION AND DATA ANALYTICS ASSISTANT”, Application No. 63/560,483, filed March 1 , 2024; U.S. Provisional Patent Application titled “SYSTEM AND METHOD FOR USE WITH A DATA ANALYTICS ENVIRONMENT FOR PROVIDING AMBIENT ANALYTICS INFORMATION”, Application No. 63/563,234, filed March 8, 2024; U.S. Patent Application titled “SYSTEM AND METHOD FOR PROVIDING A DATA ANALYTICS ASSISTANT AND AUTOMATIC GENERATION OF DATA ANALYTICS STORIES”, Application No. 19/056,136, filed February 18, 2025; and U.S. Patent Application titled “SYSTEM AND METHOD FOR USE WITH A DATA ANALYTICS ENVIRONMENT FOR PROVIDING AMBIENT ANALYTICS INFORMATION”, Application No. 19/056,143, filed February 18, 2025; and is related to U.S. Patent titled “TECHNIQUES FOR SEMANTIC SEARCHING”, Application No, 16/662,695, filed October 24, 2019, published as U.S. Publication No. 2020/0117658, and subsequently issued as U.S. Patent No 12,216,673 on February 4, 2025; which is a continuation-in-part of U.S. Patent Application No. 16/513,459, filed July 16, 2019, titled “TECHNIQUES FOR SEMANTIC SEARCHING”, which is a continuation of U.S. Patent Application No. 15/297,037, filed October 18, 2016, titled “TECHNIQUES FOR SEMANTIC SEARCHING”, which is a continuation-in- part of U.S. Patent Application No. 14/861,893, filed September 22, 2015, titled “SEMANTIC SEARCHES IN A BUSINESS INTELLIGENCE SYSTEM”, which claims the benefit of priority of U.S. Provisional Application No. 62/055,402, filed September 25, 2014, titled “SEMANTIC SEARCHES IN A BUSINESS INTELLIGENCE SYSTEM”; which U.S. Patent Application No. 15/297,037 also claims the benefit of priority of U.S. Provisional Application No. 62/356,471 ,
filed June 29, 2016, titled “TECHNIQUES FOR SEMANTIC SEARCHING”, and U.S. Provisional Application No. 62/396,088, filed September 16, 2016, titled “TECHNIQUES FOR SEMANTIC SEARCHING”; which U.S. Patent Application No, 16/662,695 is also a continuation-in-part of U.S. Patent Application No. 15/273,567, filed September 22, 2016, titled “AUTOMATIC REDISPLAY OF A USER INTERFACE INCLUDING A VISUALIZATION”, which claims the benefit of priority of U.S. Provisional Application No. 62/246,031 filed October 24, 2015, titled “DAY-BY-DAY”; each of which above patent applications and the contents thereof are herein incorporated by reference.
Technical Field:
[0002] Embodiments described herein are generally related to computer data analytics, and computer-based methods of providing business intelligence or other data, and are particularly related to a system and method for providing a data analytics assistant, for use with a data analytics environment, and automatic generation of data analytics stories.
Background:
[0003] Data analytics enables computer-based examination of large amounts of data, for example to derive conclusions or other information from the data. For example, business intelligence tools can be used to provide users with business intelligence describing their enterprise data, in a format that enables the users to make strategic business decisions.
Summary:
[0004] In accordance with an embodiment, described herein is a system and method for providing a data analytics assistant, for use with a data analytics environment, and automatic generation of data analytics stories. In accordance with an embodiment a data analytics system or environment can be integrated with a digital assistant which provides natural language processing capabilities, for purposes of leveraging the natural language processing of a user’s text or speech input, within a data analytics or data visualization project, for example while generating, modifying, or interacting with data visualizations, or generating a story or script that includes or is descriptive of data visualizations.
Brief Description of the Drawings:
[0005] Figure 1 illustrates an example data analytics environment, in accordance with an embodiment.
[0006] Figure 2 further illustrates an example data analytics environment, accordance with an embodiment.
[0007] Figure 3 further illustrates an example data analytics environment, accordance with an embodiment.
[0008] Figure 4 further illustrates an example data analytics environment, accordance with an embodiment.
[0009] Figure 5 further illustrates an example data analytics environment, accordance with an embodiment.
[00010] Figure 6 illustrates a use of the system to transform, analyze, or visualize data, in accordance with an embodiment.
[00011] Figure 7 illustrates the preparation of a data visualization for use with a data analytics environment, in accordance with an embodiment.
[00012] Figure 8 further illustrates the preparation of a data visualization for use with a data analytics environment, in accordance with an embodiment.
[00013] Figure 9 further illustrates the preparation of a data visualization for use with a data analytics environment, in accordance with an embodiment.
[00014] Figure 10 illustrates a system for providing digital assistant integration with a data analytics assistant, in accordance with an embodiment.
[00015] Figure 11 illustrates the use of a natural language generator service to support digital assistant integration, in accordance with an embodiment.
[00016] Figure 12A illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00017] Figure 12B further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00018] Figure 12C further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00019] Figure 12D further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00020] Figure 12E further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00021] Figure 13A illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00022] Figure 13B further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00023] Figure 13C further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00024] Figure 13D further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00025] Figure 13E further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00026] Figure 13F further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00027] Figure 14A illustrates an example use of the system to generate a data analytics story in accordance with an embodiment.
[00028] Figure 14B further illustrates an example use of the system to generate a data analytics story in accordance with an embodiment.
[00029] Figure 15 further illustrates automatic story generation, in accordance with an embodiment.
[00030] Figure 16A illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00031] Figure 16B further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00032] Figure 16C further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00033] Figure 16D further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00034] Figure 16E further illustrates an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[00035] Figure 17 illustrates a flowchart of a method for providing digital assistant integration with a data analytics assistant, in accordance with an embodiment.
Detailed Description:
[00036] Generally described, within an organization, data analytics enables computer- based examination of large amounts of data, for example to derive conclusions or other information from the data. For example, business intelligence (Bl) tools can be used to provide users with business intelligence describing their enterprise data, in a format that enables the users to make strategic business decisions.
[00037] Increasingly, data analytics can be provided within the context of enterprise
software application environments, such as, for example, an Oracle Fusion Applications environment; or within the context of software-as-a-service (SaaS) or cloud environments, such as, for example, an Oracle Analytics Cloud or Oracle Cloud Infrastructure environment; or other types of analytics application or cloud environments.
[00038] Examples of data analytics environments and business intelligence tools/servers include Oracle Business Intelligence Server (OBIS), Oracle Analytics Cloud (OAC), and Fusion Analytics Warehouse (FAW), which support features such as data mining or analytics, and analytic applications.
[00039] Figure 1 illustrates an example data analytics environment, in accordance with an embodiment.
[00040] The example embodiment illustrated in Figure 1 is provided for purposes of illustrating an example of a data analytics environment in association with which various embodiments described herein can be used. In accordance with other embodiments and examples, the approach described herein can be used with other types of data analytics, database, or data warehouse environments. The components and processes illustrated in Figure 1, and as further described herein with regard to various other embodiments, can be provided as software or program code executable by, for example, a cloud computing system, or other suitably-programmed computer system.
[00041] As illustrated in Figure 1 , in accordance with an embodiment, a data analytics environment 100 can be provided by, or otherwise operate at, a computer system having a computer hardware (e.g., processor, memory) 101 , and including one or more software components operating as a control plane 102, and a data plane 104, and providing access to a data warehouse, data warehouse instance 160 (database 161 , or other type of data source). [00042] In accordance with an embodiment, the control plane operates to provide control for cloud or other software products offered within the context of a SaaS or cloud environment, such as, for example, an Oracle Analytics Cloud environment, or other type of cloud environment. For example, in accordance with an embodiment, the control plane can include a console interface 110 that enables access by a customer (tenant) and/or a cloud environment having a provisioning component 111.
[00043] In accordance with an embodiment, the console interface can enable access by a customer (tenant) operating a graphical user interface (GUI) and/or a command-line interface (CLI) or other interface; and/or can include interfaces for use by providers of the SaaS or cloud environment and its customers (tenants). For example, in accordance with an embodiment, the console interface can provide interfaces that allow customers to provision
services for use within their SaaS environment, and to configure those services that have been provisioned.
[00044] In accordance with an embodiment, a customer (tenant) can request via the console interface, a number of attributes associated with the data warehouse instance, including required attributes (e.g., login credentials), and optional attributes (e.g., size, or speed). The provisioning component can then provision the requested data warehouse instance, including a customer schema of the data warehouse; and populate the data warehouse instance with the appropriate information supplied by the customer. The provisioning component can also be used to update or edit a data warehouse instance, and/or an ETL process that operates at the data plane, for example, by altering or updating a requested frequency of ETL process runs, for a particular customer (tenant).
[00045] In accordance with an embodiment, the data plane can include a data pipeline or process layer 120 and a data transformation layer 134, that together process operational or transactional data from an organization’s enterprise software application or data environment, such as, for example, business productivity software applications provisioned in a customer’s (tenant’s) SaaS environment. The data pipeline or process can include various functionality that extracts transactional data from business applications and databases that are provisioned in the SaaS environment, and then load a transformed data into the data warehouse.
[00046] In accordance with an embodiment, the data transformation layer can include a data model, such as, for example, a knowledge model (KM), or other type of data model, that the system uses to transform the transactional data received from business applications and corresponding transactional databases provisioned in the SaaS environment, into a model format understood by the data analytics environment.
[00047] In accordance with an embodiment, the data plane is responsible for performing extract, transform, and load (ETL) operations, including extracting transactional data from an organization’s enterprise software application or data environment, such as, for example, business productivity software applications and corresponding transactional databases offered in a SaaS environment, transforming the extracted data into a model format, and loading the transformed data into a customer schema of the data warehouse.
[00048] For example, in accordance with an embodiment, each customer (tenant) of the environment can be associated with their own customer tenancy within the data warehouse, that is associated with their own customer schema; and can be additionally provided with readonly access to the data analytics schema, which can be updated by a data pipeline or process, for example, an ETL process, on a periodic or other basis.
[00049] In accordance with an embodiment, a data pipeline or process can be scheduled to execute at intervals (e.g., hourly/daily/weekly) to extract transactional data from an enterprise software application or data environment, such as, for example, business productivity software applications and corresponding transactional databases 106 that are provisioned in the SaaS environment
[00050] In accordance with an embodiment, an extract process 108 can extract the transactional data, whereupon extraction the data pipeline or process can insert extracted data into a data staging area, which can act as a temporary staging area for the extracted data. The data quality component and data protection component can be used to ensure the integrity of the extracted data. For example, in accordance with an embodiment, the data quality component can perform validations on the extracted data while the data is temporarily held in the data staging area.
[00051] In accordance with an embodiment, when the extract process has completed its extraction, the data transformation layer can be used to begin the transform process, to transform the extracted data into a model format to be loaded into the customer schema of the data warehouse.
[00052] In accordance with an embodiment, the data pipeline or process can operate in combination with the data transformation layer to transform data into the model format. The mapping and configuration database can store metadata and data mappings that define the data model used by data transformation. The data and configuration user interface (Ul) can facilitate access and changes to the mapping and configuration database.
[00053] In accordance with an embodiment, the data transformation layer can transform extracted data into a format suitable for loading into a customer schema of data warehouse, for example according to the data model. During the transformation, the data transformation can perform dimension generation, fact generation, and aggregate generation, as appropriate. Dimension generation can include generating dimensions or fields for loading into the data warehouse instance.
[00054] In accordance with an embodiment, after transformation of the extracted data, the data pipeline or process can execute a warehouse load procedure 150, to load the transformed data into the customer schema of the data warehouse instance. Subsequent to the loading of the transformed data into customer schema, the transformed data can be analyzed and used in a variety of additional business intelligence processes.
[00055] Different customers of a data analytics environment may have different requirements with regard to how their data is classified, aggregated, or transformed, for
purposes of providing data analytics or business intelligence data, or developing software analytic applications. In accordance with an embodiment, to support such different requirements, a semantic layer 180 can include data defining a semantic model of a customer’s data; which is useful in assisting users in understanding and accessing that data using commonly-understood business terms; and provide custom content to a presentation layer 190.
[00056] In accordance with an embodiment, a semantic model can be defined, for example, in an Oracle environment, as a Bl Repository (RPD) file, having metadata that defines logical schemas, physical schemas, physical-to-logical mappings, aggregate table navigation, and/or other constructs that implement the various physical layer, business model and mapping layer, and presentation layer aspects of the semantic model.
[00057] In accordance with an embodiment, a customer may perform modifications to their data source model, to support their particular requirements, for example by adding custom facts or dimensions associated with the data stored in their data warehouse instance; and the system can extend the semantic model accordingly.
[00058] In accordance with an embodiment, the presentation layer can enable access to the data content using, for example, a software analytic application, user interface, dashboard, key performance indicators (KPI’s); or other type of report or interface as may be provided by products such as, for example, Oracle Analytics Cloud, or Oracle Analytics for Applications.
[00059] In accordance with an embodiment, a query engine 18 (e.g., an OBIS instance) operates in the manner of a federated query engine to serve analytical queries or requests from clients within, e.g., an Oracle Analytics Cloud environment, directed to data stored at a database.
[00060] In accordance with an embodiment, the OBIS instance can push down operations to supported databases, in accordance with a query execution plan 56, wherein a logical query can include Structured Query Language (SQL) statements received from the clients; while a physical query includes database-specific statements that the query engine sends to the database to retrieve data when processing the logical query. In this way the OBIS instance translates business user queries into appropriate database-specific query languages (e.g., Oracle SQL, SQL Server SQL, DB2 SQL, or Essbase MDX). The query engine (e.g., OBIS) can also support internal execution of SQL operators that cannot be pushed down to the databases.
[00061] In accordance with an embodiment, a user/developer can interact with a client
computer device 10 that includes a computer hardware 11 (e.g., processor, storage, memory), user interface 12, and client application 14. A query engine or business intelligence server such as OBIS generally operates to process inbound, e.g., SQL, requests against a database model, build and execute one or more physical database queries, process the data appropriately, and then return the data in response to the request.
[00062] To accomplish this, in accordance with an embodiment, the query engine or business intelligence server can include various components or features, such as a logical or business model or metadata that describes the data available as subject areas for queries; a request generator that takes incoming queries and turns them into physical queries for use with a connected data source; and a navigator that takes the incoming query, navigates the logical model and generates those physical queries that best return the data required for a particular query.
[00063] For example, in accordance with an embodiment, a query engine or business intelligence server may employ a logical model mapped to data in a data warehouse, by creating a simplified star schema business model over various data sources so that the user can query data as if it originated at a single source. The information can then be returned to the presentation layer as subject areas, according to business model layer mapping rules.
[00064] In accordance with an embodiment, the query engine (e.g., OBIS) can process queries against a database according to a query execution plan. During operation the query engine or business intelligence server can create a query execution plan which can then be further optimized, for example to perform aggregations of data necessary to respond to a request. Data can be combined together and further calculations applied, before the results are returned to the calling application.
[00065] In accordance with an embodiment, a request for data analytics or visualization information can be received via a client application and user interface as described above, and communicated to the analytics system (in the example of a cloud environment, via a cloud service). The system can retrieve an appropriate dataset to address the user/business context, for use in generating and returning the requested data analytics or visualization information to the client, as a data visualization 196.
[00066] In accordance with an embodiment, a client application can be implemented as software or computer-readable program code executable by a computer system or processing device, and having a user interface, such as, for example, a software application user interface or a web browser interface. The client application can retrieve or access data via an Internet/HTTP or other type of network connection to the analytics system, or in the example
of a cloud environment via a cloud service provided by the environment.
[00067] Figure 2 further illustrates an example data analytics environment, in accordance with an embodiment.
[00068] As illustrated in Figure 2, in accordance with an embodiment, the analytics system enables a dataset to be retrieved, received, or prepared from one or more data source(s) 198, for example via one or more data source connections. Examples of the types of data that can be transformed, analyzed, or visualized using the systems and methods described herein include HCM, HR, or ERR data, e-mail or text messages, or other of freeform or unstructured textual data provided at one or more of a database, data storage service, or other type of data repository or data source.
[00069] For example, in accordance with an embodiment, a request for data analytics or visualization information can be received via a client application and user interface as described above, and communicated to the analytics system (in the example of a cloud environment, via a cloud service). The system can retrieve an appropriate dataset to address the user/business context, for use in generating and returning the requested data analytics or visualization information to the client. For example, the data analytics system can retrieve a dataset using, e.g., SELECT statements or Logical SQL instructions.
[00070] In accordance with an embodiment, the system provides functionality that allows a user to generate datasets, analyses, or visualizations for display within a user interface, for example to explore datasets or data sourced from multiple data sources.
[00071] In accordance with an embodiment, the provisioning component can also comprise a provisioning application programming interface (API), a number of workers, a metering manager, and a data plane API, as further described below. The console interface can communicate, for example, by making API calls, with the provisioning API when commands, instructions, or other inputs are received at the console interface to provision services within the SaaS environment, or to make configuration changes to provisioned services.
[00072] In accordance with an embodiment, the data plane API can communicate with the data plane. For example, in accordance with an embodiment, provisioning and configuration changes directed to services provided by the data plane can be communicated to the data plane via the data plane API.
[00073] In accordance with an embodiment, the metering manager can include various functionality that meters services and usage of services provisioned through control plane. For example, in accordance with an embodiment, the metering manager can record a usage over
time of processors provisioned via the control plane, for particular customers (tenants), for billing purposes. Likewise, the metering manager can record an amount of storage space of data warehouse partitioned for use by a customer of the SaaS environment, for billing purposes.
[00074] In accordance with an embodiment, the data pipeline or process, provided by the data plane, can including a monitoring component, a data staging component, a data quality component, and a data projection component, as further described below.
[00075] In accordance with an embodiment, the data transformation layer can include a dimension generation component, fact generation component, and aggregate generation component, as further described below. The data plane can also include a data and configuration user interface, and mapping and configuration database.
[00076] In accordance with an embodiment, the data warehouse can include a default data analytics schema (referred to herein in accordance with some embodiments as an analytic warehouse schema) 162 and, for each customer (tenant) of the system, a customer schema 164.
[00077] In accordance with an embodiment, to support multiple tenants, the system can enable the use of multiple data warehouses or data warehouse instances. For example, in accordance with an embodiment, a first warehouse customer tenancy for a first tenant can comprise a first database instance, a first staging area, and a first data warehouse instance of a plurality of data warehouses or data warehouse instances; while a second customer tenancy for a second tenant can comprise a second database instance, a second staging area, and a second data warehouse instance of the plurality of data warehouses or data warehouse instances.
[00078] In accordance with an embodiment, based on the data model defined in the mapping and configuration database, the monitoring component can determine dependencies of several different datasets (data sets) to be transformed. Based on the determined dependencies, the monitoring component can determine which of several different datasets should be transformed to the model format first.
[00079] For example, in accordance with an embodiment, if a first model dataset incudes no dependencies on any other model dataset; and a second model dataset includes dependencies to the first model dataset; then the monitoring component can determine to transform the first dataset before the second dataset, to accommodate the second dataset’s dependencies on the first dataset.
[00080] For example, in accordance with an embodiment, dimensions can include
categories of data such as, for example, “name,” “address,” or “age”. Fact generation includes the generation of values that data can take, or “measures.” Facts can be associated with appropriate dimensions in the data warehouse instance. Aggregate generation includes creation of data mappings which compute aggregations of the transformed data to existing data in the customer schema of data warehouse instance.
[00081] In accordance with an embodiment, once any transformations are in place (as defined by the data model), the data pipeline or process can read the source data, apply the transformation, and then push the data to the data warehouse instance.
[00082] In accordance with an embodiment, data transformations can be expressed in rules, and once the transformations take place, values can be held intermediately at the staging area, where the data quality component and data projection components can verify and check the integrity of the transformed data, prior to the data being uploaded to the customer schema at the data warehouse instance. Monitoring can be provided as the extract, transform, load process runs, for example, at a number of compute instances or virtual machines. Dependencies can also be maintained during the extract, transform, load process, and the data pipeline or process can attend to such ordering decisions.
[00083] In accordance with an embodiment, after transformation of the extracted data, the data pipeline or process can execute a warehouse load procedure, to load the transformed data into the customer schema of the data warehouse instance. Subsequent to the loading of the transformed data into customer schema, the transformed data can be analyzed and used in a variety of additional business intelligence processes.
[00084] Figure 3 further illustrates an example data analytics environment, in accordance with an embodiment.
[00085] As illustrated in Figure 3, in accordance with an embodiment, data can be sourced, e.g., from a customer’s (tenant’s) enterprise software application or data environment (106), using the data pipeline process; or as custom data 109 sourced from one or more customer-specific applications 107; and loaded to a data warehouse instance, including in some examples the use of an object storage 105 for storage of the data.
[00086] In accordance with embodiments of analytics environments such as, for example, Oracle Analytics Cloud (OAC), a user can create a dataset that uses tables from different connections and schemas. The system uses the relationships defined between these tables to create relationships or joins in the dataset.
[00087] In accordance with an embodiment, for each customer (tenant), the system uses the data analytics schema that is maintained and updated by the system, within a
system/cloud tenancy 114, to pre-populate a data warehouse instance for the customer, based on an analysis of the data within that customer’s enterprise applications environment, and within a customer tenancy 117. As such, the data analytics schema maintained by the system enables data to be retrieved, by the data pipeline or process, from the customer’s environment, and loaded to the customer’s data warehouse instance.
[00088] In accordance with an embodiment, the system also provides, for each customer of the environment, a customer schema that is readily modifiable by the customer, and which allows the customer to supplement and utilize the data within their own data warehouse instance. For each customer, their resultant data warehouse instance operates as a database whose contents are partly-controlled by the customer; and partly-controlled by the environment (system).
[00089] For example, in accordance with an embodiment, a data warehouse (e.g., ADW) can include a data analytics schema and, for each customer/tenant, a customer schema sourced from their enterprise software application or data environment. The data provisioned in a data warehouse tenancy (e.g., an ADW cloud tenancy) is accessible only to that tenant; while at the same time allowing access to various, e.g., ETL-related or other features of the shared environment.
[00090] In accordance with an embodiment, to support multiple customers/tenants, the system enables the use of multiple data warehouse instances; wherein for example, a first customer tenancy can comprise a first database instance, a first staging area, and a first data warehouse instance; and a second customer tenancy can comprise a second database instance, a second staging area, and a second data warehouse instance.
[00091] In accordance with an embodiment, for a particular customer/tenant, upon extraction of their data, the data pipeline or process can insert the extracted data into a data staging area for the tenant, which can act as a temporary staging area for the extracted data. A data quality component and data protection component can be used to ensure the integrity of the extracted data; for example by performing validations on the extracted data while the data is temporarily held in the data staging area. When the extract process has completed its extraction, the data transformation layer can be used to begin the transformation process, to transform the extracted data into a model format to be loaded into the customer schema of the data warehouse.
[00092] Figure 4 further illustrates an example data analytics environment, in accordance with an embodiment.
[00093] As illustrated in Figure 4, in accordance with an embodiment, the process of
extracting data, e.g., from a customer’s (tenant’s) enterprise software application or data environment, using the data pipeline process as described above; or as custom data sourced from one or more customer-specific applications; and loading the data to a data warehouse instance, or refreshing the data in a data warehouse, generally involves three broad stages, performed by an ETP service 160 or process, including one or more extraction service 163; transformation service 165; and load/publish service 167, executed by one or more compute instance(s) 170.
[00094] For example, in accordance with an embodiment, a list of view objects for extractions can be submitted, for example, to an Oracle Bl Cloud Connector (BICC) component via a REST call. The extracted files can be uploaded to an object storage component, such as, for example, an Oracle Storage Service (OSS) component, for storage of the data. The transformation process takes the data files from object storage component (e.g., OSS), and applies a business logic while loading them to a target data warehouse, e.g., an ADW database, which is internal to the data pipeline or process, and is not exposed to the customer (tenant). A load/publish service or process takes the data from the, e.g., ADW database or warehouse, and publishes it to a data warehouse instance that is accessible to the customer (tenant).
[00095] Figure 5 further illustrates an example data analytics environment, in accordance with an embodiment.
[00096] As illustrated in Figure 5, which illustrates the operation of the system with a plurality of tenants (customers) in accordance with an embodiment, data can be sourced, e.g., from each of a plurality of customer’s (tenant’s) enterprise software application or data environment, using the data pipeline process as described above; and loaded to a data warehouse instance.
[00097] In accordance with an embodiment, the data pipeline or process maintains, for each of a plurality of customers (tenants), for example customer A 180, customer B 182, a data analytics schema that is updated on a periodic basis, by the system in accordance with best practices for a particular analytics use case.
[00098] In accordance with an embodiment, for each of a plurality of customers (e.g., customers A, B), the system uses the data analytics schema 162A, 162B, that is maintained and updated by the system, to pre-populate a data warehouse instance for the customer, based on an analysis of the data within that customer’s enterprise applications environment 106A, 106B, and within each customer’s tenancy (e.g., customer A tenancy 181 , customer B tenancy 183); so that data is retrieved, by the data pipeline or process, from the customer’s
environment, and loaded to the customer’s data warehouse instance 160A, 160B.
[00099] In accordance with an embodiment, the data analytics environment also provides, for each of a plurality of customers of the environment, a customer schema (e.g., customer A schema 164A, customer B schema 164B) that is readily modifiable by the customer, and which allows the customer to supplement and utilize the data within their own data warehouse instance.
[000100] As described above, in accordance with an embodiment, for each of a plurality of customers of the data analytics environment, their resultant data warehouse instance operates as a database whose contents are partly-controlled by the customer; and partly- controlled by the data analytics environment (system); including that their database appears pre-populated with appropriate data that has been retrieved from their enterprise applications environment to address various analytics use cases. When the extract process 108A, 108B for a particular customer has completed its extraction, the data transformation layer can be used to begin the transformation process, to transform the extracted data into a model format to be loaded into the customer schema of the data warehouse.
[000101] In accordance with an embodiment, activation plans 186 can be used to control the operation of the data pipeline or process services for a customer, for a particular functional area, to address that customer’s (tenant’s) particular needs.
[000102] For example, in accordance with an embodiment, an activation plan can define a number of extract, transform, and load (publish) services or steps to be run in a certain order, at a certain time of day, and within a certain window of time.
[000103] In accordance with an embodiment, each customer can be associated with their own activation plan(s). For example, an activation plan for a first Customer A can determine the tables to be retrieved from that customer’s enterprise software application environment (e.g., their Fusion Applications environment), or determine how the services and their processes are to run in a sequence; while an activation plan for a second Customer B can likewise determine the tables to be retrieved from that customer’s enterprise software application environment, or determine how the services and their processes are to run in a sequence.
[000104] Figure 6 illustrates a use of the system to transform, analyze, or visualize data, in accordance with an embodiment.
[000105] As illustrated in Figure 6, in accordance with an embodiment, the systems and methods disclosed herein can be used to provide a data visualization environment 192 that enables insights for users of an analytics environment with regard to analytic artifacts and
relationships among the same. A model can then be used to visualize relationships between such analytic artifacts via, e.g., a user interface, as a network chart or visualization of relationships and lineage between artifacts (e.g., User, Role, DV Project, Dataset, Connection, Dataflow, Sequence, ML Model, ML Script).
[000106] In accordance with an embodiment, a client application can be implemented as software or computer-readable program code executable by a computer system or processing device, and having a user interface, such as, for example, a software application user interface or a web browser interface. The client application can retrieve or access data via an Internet/HTTP or other type of network connection to the analytics system, or in the example of a cloud environment via a cloud service provided by the environment.
[000107] In accordance with an embodiment, the user interface can include or provide access to various dataflow action types, as described in further detail below, that enable self- service text analytics, including allowing a user to display a dataset, or interact with the user interface to transform, analyze, or visualize the data, for example to generate graphs, charts, or other types of data analytics or visualizations of dataflows.
[000108] In accordance with an embodiment, the analytics system enables a dataset to be retrieved, received, or prepared from one or more data source(s), for example via one or more data source connections. Examples of the types of data that can be transformed, analyzed, or visualized using the systems and methods described herein include HCM, HR, or ERP data, e-mail or text messages, or other of free-form or unstructured textual data provided at one or more of a database, data storage service, or other type of data repository or data source.
[000109] For example, in accordance with an embodiment, a request for data analytics or visualization information can be received via a client application and user interface as described above, and communicated to the analytics system (in the example of a cloud environment, via a cloud service). The system can retrieve an appropriate dataset to address the user/business context, for use in generating and returning the requested data analytics or visualization information to the client. For example, the data analytics system can retrieve a dataset using, e.g., SELECT statements or Logical SQL instructions.
[000110] In accordance with an embodiment, the system can create a model or dataflow that reflects an understanding of the dataflow or set of input data, by applying various algorithmic processes, to generate visualizations or other types of useful information associated with the data. The model or dataflow can be further modified within a dataset editor 193 by applying various processing or techniques to the dataflow or set of input data, including
for example one or more dataflow actions 194, 195 or steps that operate on the dataflow or set of input data. A user can interact with the system via a user interface, to control the use of dataflow actions to generate data analytics, data visualizations 196, or other types of useful information associated with the data.
[000111] In accordance with an embodiment, datasets are self-service data models that a user can build for data visualization and analysis requirements. A dataset contains data source connection information, tables, and columns, data enrichments and transformations. A user can use a dataset in multiple workbooks and in dataflows.
[000112] In accordance with an embodiment, when a user creates and builds a dataset, they can, for example: choose between many types of connections or spreadsheets; create datasets based on data from multiple tables in a database connection, an Oracle data source, or a local subject area; or create datasets based on data from tables in different connections and subject areas.
[000113] For example, in accordance with an embodiment, a user can build a dataset that includes tables from an Autonomous Data Warehouse connection, tables from a Spark connection, and tables from a local subject area; specify joins between tables; and transform and enrich the columns in the dataset.
[000114] In accordance with an embodiment, additional artifacts, features, and operations associated with datasets can include, for example:
[000115] View available connections: a dataset uses one or more connections to data sources to access and supply data for analysis and visualization. A user list of connections contains the connections that they built and the connections that they have permission to access and use.
[000116] Create a dataset from a connection: when a user creates a dataset, they can add tables from one or more data source connections, add joins, and enrich data.
[000117] Add multiple connections to a dataset: a dataset can include more than one connection. Adding more connections allows a user to access and join all of the tables and data that they need to build the dataset. The user can add more connections to datasets that support multiple tables.
[000118] Create dataset table joins: joins indicate relationships between a dataset's tables. If the user is creating a dataset based on facts and dimensions and if joins already exist in the source tables, then joins are automatically created in the dataset. If the user is creating a dataset from multiple connections and schemas, then they can manually define the joins between tables.
[000119] In accordance with an embodiment, a user can use dataflows to create datasets by combining, organizing, and integrating data. Dataflows enable the user to organize and integrate data to produce curated datasets that either they or other users can visualize.
[000120] For example, in accordance with an embodiment, a user might use a dataflow to: Create a dataset; Combine data from different source; aggregate data; and train a machine learning model or apply a predictive machine learning model to their data.
[000121] In accordance with an embodiment, a dataset editor as described above allows a user to add actions or steps, wherein each step performs a specific function, for example, add data, join tables, merge columns, transform data, or save the data. Each step is validated when the user adds or changes it. When they have configured the dataflow, they can execute it to produce or update a dataset.
[000122] In accordance with an embodiment, a user can curate data from datasets, subject areas, or database connections. The user can execute dataflows individually or in a sequence. The user can include multiple data sources in a dataflow and specify how to join them. The user can save the output data from a dataflow in either a dataset or in a supported database type.
[000123] In accordance with an embodiment, additional artifacts, features, and operations associated with dataflows can include, for example:
[000124] Add columns: add custom columns to a target dataset.
[000125] Add data: add data sources to a dataflow. For example, if the user is merging two datasets, they add both datasets to the dataflow.
[000126] Aggregate: create group totals by applying aggregate functions; for example, count, sum, or average.
[000127] Branch: creates multiple outputs from a dataflow.
[000128] Filter: select only the data that the user is interested in.
[000129] Join: combine data from multiple data sources using a database join based on a common column.
[000130] Graph Analytics: perform geo-spatial analysis, such as calculating the distance or the number of hops between two vertices.
[000131] The above are provided by way of example; in accordance with an embodiment other types of steps can be added to a dataflow to transform a dataset or provide data analytics or visualizations.
Dataset Analyses and Visualizations
[000132] Figures 7-9 illustrate the preparation of a data visualization for use with a data analytics environment, in accordance with an embodiment.
[000133] The user interfaces and features shown in Figures 7-9 and elsewhere herein are provided by way of example, for purposes of illustration of the various features described herein; in accordance with various embodiments, alternative examples of user interfaces and features can be provided.
[000134] As illustrated in Figures 7-9, in accordance with an embodiment, the system allows a user to prepare a data visualization for use with a dataset. A panel of visualization options allows users to add data visualization elements to a workbook or canvas, to create a dashboard or data visualization. The user can create a workbook, add a dataset, and then drag and drop its columns onto a canvas to create visualizations.
[000135] In accordance with an embodiment, the system can automatically generate a visualization based on the contents of the canvas, with one or more visualization types automatically selected for selection by the user.
[000136] In accordance with an embodiment, the user can continue adding data elements directly to the canvas to build the visualization. In this manner, a dataset operates as a self-service data model from which the user can build a data analysis or visualization. The user can then use the data visualization to access the data analytics environment, for example to submit analyses or queries against an organization's data, or explore datasets or data sourced from multiple data sources. In accordance with an embodiment, dataflows can be used to merge datasets, cleanse data, and output the results to a new dataset.
[000137] In accordance with an embodiment, the system can provide automatically generated data visualizations (automatically-generated insights, auto-insights), by suggesting visualizations which are expected to provide the best insights for a particular dataset. The user can review an insight's automatically generated summary, for example by hovering over the associated visualization in the workbook canvas.
Data Analytics Assistant
[000138] In accordance with an embodiment, a data analytics system or environment can be integrated with a digital assistant which provides natural language processing capabilities, for purposes of leveraging the natural language processing of a user’s text or speech input, within a data analytics or data visualization project, for example while generating, modifying, or interacting with data visualizations, or generating a story or script that includes or is descriptive of data visualizations.
[000139] For example, in accordance with an embodiment a data analytics system or environment, for example an Oracle Analytics Cloud (OAC) environment, can be integrated with a digital assistant system or environment, for example an Oracle Digital Assistant (ODA) environment, which provides natural language processing (NLP) and speech processing capabilities, for purposes of leveraging the natural language (NL) processing of a user’s text or speech input, within a data analytics or data visualization project, for example while generating, modifying, or interacting with data visualizations.
[000140] Figure 10 illustrates a system for providing digital assistant integration with a data analytics assistant, in accordance with an embodiment.
[000141] As illustrated in Figure 10, in accordance with an embodiment, at (1) a data analytics system or environment, for example an Oracle Analytics Cloud (OAC) environment, receives as input from a user via a user interface (e.g., data analytics assistant) a natural language expression, or request to prepare a data visualization 1010.
[000142] At (2), the input natural language can be associated with a context where appropriate, for example an instruction to create a project, e.g., visualization, story, script.
[000143] At (3), a relevant dataset can be determined (e.g., by a search component 1020 such as Bl Search) based on the parsed data visualization request (context supplied with input and/or based on keywords in input). Based upon the determination of the relevant dataset, the natural language input can be sent to a digital assistant environment 1030 (for example an Oracle Digital Assistant (ODA) environment, which provides natural language processing (NLP) and speech processing capabilities, for purposes of leveraging the natural language (NL) processing of the natural language expression, e.g., a user’s text or speech input.
[000144] At (4), a data visualization request format (e.g., JavaScript Object Notation, JSON) can be prepared with resolved intent and entities.
[000145] At (5), an (e.g., ODA) JSON data is prepared with resolved intent and entities and returned to the data visualization (DV) environment for rendering.
[000146] At (6), the data analytics or data visualization project is rendered in the user interface (Ul).
Natural Language Input
[000147] In accordance with an embodiment, a Natural Language Generator (NLG) service within OAC can generate simple and insightful natural language text for a given visualization. A simple text explains the data behind the visualization, whereas an insightful text is meant to provide related but useful insights about the columns and the data surrounding
them in the visualization. The data analytics assistant can then use the insights text generation feature to fetch and display related insights for the visualization.
[000148] Figure 11 illustrates the use of a natural language generator service to support digital assistant integration, in accordance with an embodiment.
[000149] As illustrated in Figure 11 , in accordance with an embodiment, a user can interact with a user interface 1102 of a search environment 1100 (e.g., Bl Search) via a natural language utterance/input. A request 1101 can be passed to a natural language parser 1103 (e.g., ODA) and parsed for use by a visualization generator 1104 and natural language text generator 1120 comprising a data collector 1121 and data to text converter 1124. Responses (for example insights 1122, 1123) can be collated 1105 in order to provide a response/visualization 1140 to the user interface.
[000150] In accordance with an embodiment, as used with the overall data analytics assistant feature, the NLG service can include a data collector responsible for generating the insightful data for a given visualization. To accomplish this, it takes the visualization metadata as input. The metadata is processed to extract an input grammar for the NLG service. For example, the input grammar is made up of the projections, group by and filter expressions, dimension and measure columns and any other aspects of the visualization that can be of potential use in generating insights data.
[000151] In accordance with an embodiment, the input grammar is pruned using the dataset profile to generate insights grammar. The process of pruning applies transforms to generate insights grammar. For example, one of the transformations is to determine a dimension column either from the input grammar or the dataset to explain the measure in the input visualization. Based on this, a rank filter predicate is added to the grammar. This is just one example of the transformation that aids in fetching a top N insights. The final step is to convert the insights grammar into a logical SQL that can be executed to fetch insights data.
[000152] For example, as illustrated in Figure 11 , in accordance with an embodiment, a user request received at the user interface, such as for example “What are the top performing products in Asia?” is parsed by a natural language parser and passed to a visualization generator. A natural language text generator can then be used to generate a response associated with a visualization, such as for example “The top 3 products by sales were ... Here’s a visualization of the totals sales for the top 20 products ...”.
Automatic Data Analytics Story Generation
[000153] In accordance with an embodiment, described herein is a system and method
for providing a data analytics assistant, for use with a data analytics environment, and automatic generation of data analytics stories. In accordance with an embodiment a data analytics system or environment can be integrated with a digital assistant which provides natural language processing capabilities, for purposes of leveraging the natural language processing of a user’s text or speech input, within a data analytics or data visualization project, for example while generating, modifying, or interacting with data visualizations, or generating a story or script that includes or is descriptive of data visualizations.
[000154] Figures 12A-12E illustrate an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[000155] As illustrated in Figures 12A-12E, when the user starts an exploration, the data analytics system (e.g., OAC) presents the user with dynamic insights about their data which they can review and choose from. The user can also use chat a starting point and begin a dialog with the data analytics assistant. In this example, the user’s first question relate to a topic of interest. However their catalog has no data to address the question.
[000156] In accordance with an embodiment, the user’s follow-up question is more complex, since it pertains to the previous response combined with the curated data that they have in the system. Here the data analytics assistant will combine the two sources of information using its internal analytics Al model optimized for data quality. The user can then use modifiers to enhance the question and eventually add the resulting insight to their canvas. In addition, the user can, for example, ask the data analytics assistant to create a new calculation which they can use in follow-up questions.
[000157] As illustrated in the figure, the data analytics assistant operates in manner that is interlaced with the user’s personalized experience, such that the user can choose to have the data analytics assistant perform some analytic or visualization tasks, or choose to do those or other tasks themselves. For example, the user can manually create insights and use them in synergy with a chat-based interaction. Clicking on a chat icon within any visualization allows to user to receive more insights into their data, and then further modify them by continuing their chat.
[000158] Figures 13A-13F illustrate an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[000159] As illustrated in Figures 13A-13F, in accordance with an embodiment, the system can be used to generate a story or script that includes or is descriptive of data visualizations. For example, in accordance with an embodiment, the data analytics assistant can operate in the manner of a data analytics copilot or plugin to provide a dialog with a user,
and based on the user input, generate one or more data visualizations together with a story or script accompanying or describing the visualizations.
[000160] As illustrated in the figures, in accordance with an embodiment, a user can generate, based on data provided by a data analytics environment (e.g., OAC) a series of pie, bar or other chart-types visualizations; and can specify, for example using a “smart suggest” option, a presentation configuration information to be sent to a large language model (LLM) environment. The (LLM) environment can process the user input and information describing a chart, and then, based on the information provided by the data analytics environment, create a language narrative or story describing or otherwise providing more information about the chart.
[000161] In accordance with an embodiment, the presentation configuration information, and other information directed to the language narrative or story, can be provided as a story exchange format, for example as a JSON data that includes information such as title, script, voice-used, and intonation. Such story exchange format operates as a standardized format for sharing information, and can then be used directly within the data analytics assistant, or can be shared with other systems or applications, for example to generate a story, podcast or other type of presentation descriptive of the data provided by the data analytics environment.
[000162] Figures 14A-14B illustrate an example use of the system to generate a data analytics story in accordance with an embodiment.
[000163] In accordance with an embodiment, a story exchange format, for example as provided as a JSON data, can be shared with a third-party system or application such as, in this example, a Synthesia system or application, to generate a story, podcast or other type of presentation descriptive of the data provided by the data analytics environment.
[000164] As illustrated in Figure 14A-14B, in accordance with an embodiment, the data analytics assistant allows a user to use different templates to be used with a story exchange format, to generate a story, podcast or other type of presentation descriptive of the data provided by the data analytics environment.
[000165] For example, in accordance with an embodiment, a user can specify a phone template and then click “generate” to utilize, in this example, a HeyGen system or application, to generate a story, podcast or other type of presentation descriptive of the data provided by the data analytics environment.
[000166] In accordance with various embodiments, the described approach can be used, for example, to generate a narrated newscast or story-like video including the charts and descriptions received from the analytics environment. The same information can be packaged
and sent to different third-parties, for use by their systems or applications.
[000167] In accordance with an embodiment, the approach provides a compelling way to convey objectives related to a visualization or presentation; for example, by utilizing a particular person’s image, voice, or intonation, which can be generated programmatically by the system and associated with the visualization and accompanying script or description.
[000168] In accordance with various embodiment, the data visualization when displayed, can effectively narrate itself, including where appropriate using different voice-types or languages, to provide a multilingual-enabled data analytics and presentation environment.
[000169] Figure 15 further illustrates automatic story generation, in accordance with an embodiment.
[000170] As illustrated in Figure 15, in accordance with an embodiment, the described approach can be used, for example, to create, in this example, a chatbot-type agent, that enables interaction between the user and the analytics environment; and utilizing a particular person’s image, which can be generated programmatically by the system and associated with a visualization and accompanying script or description.
[000171] Figures 16A-16E illustrate an example user interface and user interaction as provided by the system, in accordance with an embodiment.
[000172] As illustrated in Figures 16A-16E, in accordance with an embodiment, the described approach can be used, for example, to create, in this example, a chatbot-type agent, that enables interaction between the user and the analytics environment; and utilizing a particular person’s image, which can be generated programmatically by the system and associated with a visualization and accompanying script or description.
[000173] In accordance with an embodiment, the above-described features can be used in combination with additional insight functionality, for example, to determine dataset insights, and surface those as part of a language narrative or story.
[000174] Figure 17 illustrates a flowchart of a method for providing digital assistant integration with a data analytics assistant, in accordance with an embodiment.
[000175] As illustrated in Figure 17, in accordance with an embodiment, at step 301 , a data analytics system or environment, for example an Oracle Analytics Cloud (OAC) environment, receives as input from a user via a user interface (e.g., data analytics assistant) a natural language expression, or request to prepare a data visualization.
[000176] At step 302, the input natural language can be associated with a context where appropriate, for example an instruction to create a project, e.g., visualization, story, script.
[000177] At step 303, the NL expression is sent to a digital assistant system or
environment, for example an Oracle Digital Assistant (ODA) environment, which provides natural language processing (NLP) and speech processing capabilities, for purposes of leveraging the natural language (NL) processing of the NL expression, e.g., a user’s text or speech input.
[000178] At step 304, an, e.g., ODA JSON data is prepared with resolved intent and entities.
[000179] At step 305, a search component, e.g., OBIS, BiSearch, finds a most relevant dataset based on the parsed, e.g., ODA JSON, and accessibility for the user, and generates a project JSON and returns to the data visualization (DV) environment for rendering.
[000180] In accordance with various embodiments, the teachings herein can be implemented using one or more computer, computing device, machine, or microprocessor, including one or more processors, memory and/or computer readable storage media programmed according to the teachings herein. Appropriate software coding can readily be prepared by skilled programmers based on the teachings of the present disclosure, as will be apparent to those skilled in the software art.
[000181] In some embodiments, the teachings herein can include a computer program product which is a non-transitory computer readable storage medium (media) having instructions stored thereon/in which can be used to program a computer to perform any of the processes of the present teachings. Examples of such storage mediums can include, but are not limited to, hard disk drives, hard disks, hard drives, fixed disks, ROMs, RAMs, EPROMs, EEPROMs, DRAMs, VRAMs, flash memory devices, or other types of storage media or devices suitable for non-transitory storage of instructions and/or data.
[000182] The foregoing description has been provided for the purposes of illustration and description. It is not intended to be exhaustive or to limit the scope of protection to the precise forms disclosed. Further modifications and variations will be apparent to the practitioner skilled in the art.
[000183] For example, although several of the examples provided herein illustrate operation with an enterprise software application or data analytics environment such as, for example, an Oracle Analytics Cloud environment; in accordance with various embodiments, the systems and methods described herein can be used with other types of enterprise software application or data environments, cloud environments, cloud services, cloud computing, or other computing environments.
[000184] The embodiments were chosen and described in order to best explain the principles of the teachings herein and their practical application, thereby enabling others skilled in the art to understand the various embodiments and with various modifications that are suited to the particular use contemplated. It is intended that the scope be defined by the following claims and their equivalents.
Claims
1. A system for providing a data analytics assistant, for use with a data analytics environment, comprising: a computer including one or more processors and a data analytics system or environment operating thereon, that provides access to one or more data warehouse instances for storage of data by a plurality of tenants, wherein the system provides, for each tenant, a customer schema that allows the tenant to supplement and utilize the data within their own data warehouse instance; a data analytics assistant that operates with the data analytics system or environment and provides natural language processing capabilities, for purposes of generating, modifying, or interacting with data visualizations, or generating a story or script that includes or is descriptive of the data visualizations, including: receiving as input, via a user interface, a natural language expression or request to prepare a data visualization; associating input natural language with a context or instruction to create a data visualization, story, or script; determining a relevant dataset based on the natural language and context; and preparing a data visualization request with resolved intent and entities, for use by the system in rendering the data visualization, story, or script.
2. The system of claim 1 , wherein the data analytics system or environment is an Oracle Analytics Cloud (OAC) environment; and wherein the digital assistant system or environment is an Oracle Digital Assistant (ODA) environment.
3. The system of claim 1 , wherein the data analytics system or environment includes a data analytics assistant provided by or for use with the data analytics environment in generating data visualizations associated with datasets.
4. The system of claim 1 , wherein: the data analytics system or environment receives as input a natural language (NL) expression, and the input NL expression is associated with a context;
a search component finds a most relevant dataset, which is returned to a data visualization (DV) environment for rendering within a user interface.
5. The system of claim 1, wherein the data analytics system or environment and digital assistant system or environment are provided or communicate as part of a cloud environment
6. A method for providing a data analytics assistant, for use with a data analytics environment, comprising: providing, at a computer including one or more processors, a data analytics system or environment operating thereon, that provides access to one or more data warehouse instances for storage of data by a plurality of tenants, wherein the system provides, for each tenant, a customer schema that allows the tenant to supplement and utilize the data within their own data warehouse instance; providing a data analytics assistant that operates with the data analytics system or environment and provides natural language processing capabilities, for purposes of generating, modifying, or interacting with data visualizations, or generating a story or script that includes or is descriptive of the data visualizations, including: receiving as input, via a user interface, a natural language expression or request to prepare a data visualization; associating input natural language with a context or instruction to create a data visualization, story, or script; determining a relevant dataset based on the natural language and context; and preparing a data visualization request with resolved intent and entities, for use by the system in rendering the data visualization, story, or script
7. The method of claim 6, wherein the data analytics system or environment is an Oracle Analytics Cloud (OAC) environment; and wherein the digital assistant system or environment is an Oracle Digital Assistant (ODA) environment.
8. The method of claim 6, wherein the data analytics system or environment includes a data analytics assistant provided by or for use with the data analytics environment in generating data visualizations associated with datasets.
9. The method of claim 6, wherein:
the data analytics system or environment receives as input a natural language (NL) expression, and the input NL expression is associated with a context; a search component finds a most relevant dataset, which is returned to a data visualization (DV) environment for rendering within a user interface.
10. The method of claim 6, wherein the data analytics system or environment and digital assistant system or environment are provided or communicate as part of a cloud environment.
11. A non-transitory computer readable storage medium, including instructions stored thereon which when read and executed by one or more computers cause the one or more computers to perform a method comprising: providing, at a computer including one or more processors, a data analytics system or environment operating thereon, that provides access to one or more data warehouse instances for storage of data by a plurality of tenants, wherein the system provides, for each tenant, a customer schema that allows the tenant to supplement and utilize the data within their own data warehouse instance; providing a data analytics assistant that operates with the data analytics system or environment and provides natural language processing capabilities, for purposes of generating, modifying, or interacting with data visualizations, or generating a story or script that includes or is descriptive of the data visualizations, including: receiving as input, via a user interface, a natural language expression or request to prepare a data visualization; associating input natural language with a context or instruction to create a data visualization, story, or script; determining a relevant dataset based on the natural language and context; and preparing a data visualization request with resolved intent and entities, for use by the system in rendering the data visualization, story, or script.
12. The non-transitory computer readable storage medium of claim 11 , wherein the data analytics system or environment is an Oracle Analytics Cloud (OAC) environment; and wherein the digital assistant system or environment is an Oracle Digital Assistant (ODA) environment.
13. The non-transitory computer readable storage medium of claim 11 , wherein the data analytics system or environment includes a data analytics assistant provided by or for use with
the data analytics environment in generating data visualizations associated with datasets.
14. The non-transitory computer readable storage medium of claim 11 , wherein: the data analytics system or environment receives as input a natural language (NL) expression, and the input NL expression is associated with a context; a search component finds a most relevant dataset, which is returned to a data visualization (DV) environment for rendering within a user interface.
15. The non-transitory computer readable storage medium of claim 11 , wherein the data analytics system or environment and digital assistant system or environment are provided or communicate as part of a cloud environment.
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