Permissions: Any Data Central user can create and edit a visualization, but to save a visualization as public or edit public visualizations the user must have the Data Central Designer privilege.

Create a Pie Chart

1. When viewing the Visualizations menu from the left navigation, click the + icon.

2. Click on Pie. The Pie Designer window opens.

3. In the Fields section, use the arrows to expand the data stores and domains. Scroll to see all domains and fields.

Define Fields in Dimensions

1. Click on a field and drag it to the Dimensions area. In this example AEREL (Relationship to Study Drug) is selected. The chart view updates based on selections. Only one field can be added to Dimensions. Notice the same field is automatically added to the Measures area (Number of records). 
   
   

Important: When a user attempts to look at more than 4096 records at a time, a warning message displays, and only the first 4096 records will display in the chart. 

Add a Filter to the Field

1. Click the Filter icon next to the field. The filter pop-up opens.
   
2. Include Selections is the default. To change the default, click the Exclude Selections radio button.
3. Click in the Filter Field field and select the field from the drop-down.
4. Click in the Operator field and select from =, <, >, Null or Empty, or Between.
5. Click in the Filter Value(s) field and select the value(s) from the drop-down. 
6. Click OK. The pop-up closes. The filter icon is shaded if a filter is applied to the field.

Add a Dynamic Dimension

Fields added as dynamic dimensions will display as toggles at the top left of the chart. 

1. Click on the Options ellipsis (3 dots) next to the field in the Dimensions area.
2. Click in the Additional dimensions field and select up to 10 fields from the drop-down.
3. Click in the whitespace to close the drop-down. The added fields display in the field.
   
4. To remove a field, click the 'x' next to the field name.
5. Click OK. The chart view on the right updates. Notice in this example the fields are added as toggles to view by AEREL or AETOXGR.

Update Options

1. Click the Options ellipsis in the Dimensions area header. The pop-up opens.
   
2. Primary Dimension Axis Sort: Ascending (default) or Descending, click the radio button to update.
3. Sort by: Dimension (default) or Measure, click the radio button to update.
4. Dimension Axis Label: The system field name is auto-filled. Update to change the label name.
5. Click OK. The chart view updates.

Define Fields in Measures

By default, the field added to the Dimensions area was automatically added to the Measures area. The measure provides the count of records for the selected field. You can keep that as the measure, or remove it and add a different Measure. Only one field can be added to Measures.

1. To remove the field, click the 'x' next to the field.
2. Drag a field to the Measures area.

Add a Filter to the Field

1. Click the Filter icon next to the field. The filter pop-up opens.
2. Include Selections is the default. To change the default, click the Exclude Selections radio button.
3. Click in the Filter Field field and select the field from the drop-down.
4. Click in the Operator field and select from =, <, >, Null or Empty, or Between.
5. Click in the Filter Value(s) field and select the value(s) from the drop-down. 
6. Click OK. The pop-up closes. The filter icon is shaded if a filter is applied to the field.

Update Field Options

1. Click on the Options ellipsis (3 dots) next to the field to open the pop-up.
   
2. Update the Aggregate: Count is the default; click in the field to see the list of available aggregates, Count Distinct, Count, Sum, Average, Minimum, Maximum, Standard Deviation, or Variance.
3. Update the Label: The default is based on the selected aggregate. 
4. Click OK. The pop-up closes and the chart view on the right updates. 

Add Filters

Filters added in this area apply to the entire visualization and not displayed in the visualization.

1. Drag a field to the Filters area. A filter pop-up opens. For example, AE:SITENUMBER is added to the Filters area. 
   
2. Include Selections is the default. To change the default, click the Exclude Selections radio button.
3. The name of the field is in the field at the left and is grayed out. 
4. Click in the Operator field and select from: =, <, >, Null or Empty, or Between. 
5. Click in the Filter Value(s) field and select the value(s). 
   For example, select Site 0003. Click outside the multi-select drop-down to close it. The selections display in the field. To remove a selection, click the 'x'.
   
6. Click OK. The pop-up closes.

Add a Chart Description

Enter a Chart Description in the field above the chart view. The chart description displays at the top of the chart.

Options Toolbar / Advanced Settings

Use the Options Toolbar

Note: Toolbar icons vary by chart and are highlighted when they are active.

Toolbar options for the Pie chart include the following.

Use Advanced Chart Settings

Default settings apply to the pie chart and can be changed.

To open the Advanced Chart Settings window:

1. Click the Advanced button at the bottom right, or the Advanced icon in the toolbar. The Advanced Chart Settings window opens at the left displaying the current settings.
   • Legend Position: Outside or Inside
   • Legend Horizontal Alignment: Center  Right,  or Left
   • Legend Vertical Alignment: Bottom or Top
   • Palate: Many to choose from (Material is default)
   • Chart Notes: Add appropriate text that describes your chart. Pull the bottom right corner to expand the textbox. If chart notes are added, they display when the user clicks on the Chart Notes icon in the toolbar of the published chart.
2.  To close the Advanced Chart Settings window, click the x in the top right corner, click the Advanced button, or the Advanced icon.
3. Click Save to save your changes, or click Cancel and any changes that have not been saved are canceled.

Save / Save As

When creating a visualization initially, only the Save button displays in the bottom right corner.  Once a visualization is saved, both the Save and Save As buttons display.

Tip: Clicking Save As on an existing visualization allows you to save that visualization as a new one with different settings than the original visualization, whereas clicking Save updates the existing visualization.

When the Save Chart window opens you can enter or edit Save options.

1. Enter the Name of the Chart (maximum 100 characters allowed).
2. Select the folder where the chart will be located.
   

   Note: If you have the Data Central Designer privilege, you may also add a new folder by hovering over a current folder and clicking the add folder icon. Remember, managing folders after they are created (editing and deleting) is done through the Manage icon in the top right on the blue bar of the Data Central Landing page.

3. Select the Public or Private radio button.
4. Select the Roles. (Visible when saving public only, grayed out if the visualization is private. Users with the role(s) selected will see and have access to the visualization.
5. Update the Scope: By default, the study you are currently in is selected. Click the drop-downs next to Therapeutic Areas, Compounds, Programs, or Studies, and update as needed. 
6.  Click Save to confirm save settings or Close to cancel changes.

Edit a Pie Chart

Visualizations can be edited for content, meaning the data they visualize, the description, and advanced settings. Visualization settings (in the Save window) can also be updated and saved with a new name, to another folder location, from private to public (Designer privileges required), with different roles (if public), and with a new scope. 

Edit Content

1. Hover over the visualization name you wish to edit.
2. Click on the Edit icon (the pencil).
   
3. The Pie Designer window opens. 
   
4. Edit the Fields listed in the Dimensions, Measures, and Filters areas. 
5. Edit the Options for the selected fields in any of the areas by clicking on the ellipsis (3 dots) next to a field to open the pop-up. 
6. Edit the Options available in an area header by clicking the ellipsis.
7. Use the Options Toolbar if needed.
8. Edit the Description.
9. Access Advanced Settings and make any changes.
10. Click Save to save edits to the chart you are viewing OR click Save As to save as a new chart.
    

Update Visualization Settings

1. Hover over the visualization name you wish to update.
2. Click the Configure (gear) icon to open the Save Chart window.
   
3. Make updates in the Save window.
4. Click Save to confirm changes, or Close to cancel.

Delete a Visualization

Saved Visualizations, Workspaces, Filter Sets, and Advanced Filters are deleted from the Manage icon in the master header. Users must have the Data Central Designer privilege to delete items saved as public; however, all Data Central users can delete items they have saved as private.

1. Click the Manage icon in the master header. The Manage window opens.
2. Hover over the name of the Workspace you want to delete. 
   

   Tip: Hover over the icon at the left of the item name to see the type of item in a tooltip, i.e., Saved Workspace, Filter Set, Advanced Filter, or type of visualization.

3. Click the Delete icon.
   
4. In the Delete Item confirmation window, Click Delete (or click Cancel to cancel your action).