Method for filtering data to generate a balance sheet
US10282407B1 · kind B1 · utility
Assignee
Inventor
Key dates
| Filing date | Aug 21, 2013 |
| Grant date | May 7, 2019 |
| Priority date | — |
| Expiry date | Jul 22, 2034 |
Classification
- Technology area (CPC G)Physics
- CPC primaryG06F40/18
- WIPO fieldComputer technology
- WIPO sectorElectrical engineering
Abstract
According to exemplary inventive embodiments, a computer spreadsheet program (e.g., Excel) is used to devise a balance sheet template and to import a financial report. The balance sheet template is a tabular presentation having headings designating network numbers, activity numbers, and various types of financial data. Network and activity numbers are enumerated on the balance sheet template, each network number being sub-categorized into one or more activity numbers. The balance sheet template is designed for entry, in blank spaces, of the designated types of financial data corresponding to pairings of enumerated network and activity numbers. A data-filtering macro (e.g., programmed in Visual Basic for Applications) identifies in the financial report, and inserts into the balance sheet template, every item of financial data that is pertinent to both (i) a designated type of financial data and (ii) a pairing of enumerated network and activity numbers.
Source: USPTO / EPO open patent data. Objective bibliographic and citation counts.