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 TreeMap Chart

1. When viewing the Visualizations menu from the left navigation, click the + icon.
2. Click on TreeMap. The TreeMap 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

Fields added to Dimensions are what is in the block.

1. Click on a field you want as your primary Dimension and drag it to the Dimensions area. Select multiple fields by holding the Ctrl key. A maximum of two dimensions can be added. In this example AETERM was added. Notice the system automatically added the same selected field (primary dimension) to the Measures area, and the chart view area updated based on the selection. 
2. Scroll through the list of domains and fields and drag a secondary field to the Dimensions area. Added dimensions are viewed when drilling down from the primary dimension.

Tip:
To collapse or expand each area (Columns, Rows, Values, Filters) click the down / up arrows. To view only one area and collapse all other areas, click the box icon.

Add a Filter to a Field

Filters can be added to any of the fields in the Dimensions area. If a filter is applied to a field, the filter icon becomes shaded.

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.

Define Fields in Measures

By default, the primary dimension was added to the Measures area and can be changed. The measure determines the size of the blocks.

1. Drag additional fields to the Measures area if you wish.
2. To remove a field, click the 'x' next to the field.

Add a Filter to a Field

Filters can be added to any of the fields in the Measures area. If a filter is applied to a field, the filter icon becomes shaded.

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.

Update Field Options

1. Click on the Options ellipsis (3 dots) next to a 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. Optionally, update the Label.
4. Click OK. The pop-up closes.

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:AETOXGR 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, toxicity grade = 5. Click outside the multi-select drop-down to close it if the OK button is not visible. The selections display in the field. To remove a selection, click the 'x'.
6. Click OK. The pop-up closes.

Tip:
To collapse or expand each area (Columns, Rows, Values, Filters) click the down / up arrows. To view only one area and collapse all other areas, click the box icon.

Reorder / Remove Fields 

• Click and hold the 6 dots next to a field and drag it above or below another field
• Click the 'x' at the right of a field to remove it

Add A Chart Description

Enter a Chart Description in the field below the chart view. 

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 TreeMap

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 TreeMap 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 Description.
7. 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).