Permissions: Users must have the Analytics Customize privilege to configure SDAs, and the study must have the Custom Analytics setting selected.

Important: To create a Source Data Analytics (SDA) app, a data model must first be configured in order to define how the domains are associated, such as by Subject ID. Only the domains included in the data model are visible through the new SDA app.

Instructions

To define an SDA model, use the following steps:

1. From the Platform Menu, click Customize Analtyics under Platform Administration.
   Each study displays in a row with the analytics apps available for that study.
2. Click the plus sign at the top right for the study for which you want to add the SDA app. A Create New Visualization window opens.
   
   
   
3. Enter the Name for the new app in the Name field. The default is the study name and “Source Data.”
4. Click Create. The app displays within the group of apps for the study.
5. Click the pencil icon to edit the app.
6. The Edit window opens.
   
   
   
7. All Data Stores display in the left panel. Click on the data store from which you want to include data in your app. The domains within that data store display.
8. Click on a domain you want to add to the model; the domain is automatically added to the workspace of the window. 
   
   
   
9. Click Add Key to add and define the Key to link domains together.
   The key allows you to identify the field that is common between the selected domains, which allows data in different tables to be associated. The most common key field to use is the Subject ID, and the second most common is visit.
   
10. Join Type: From the drop-down, select Key or Table; this identifies the type of join.
    The Key join is the more common type, where a key exists in both tables for associating data. An example of doing a Table join would be if a 3rd party labs that use a different sample / subject identification scheme than the standard data. When building a model for reporting with that data, you can associate the lab’s data to another field within an existing table.
11. Source Field: From the drop-down, select the field to join all domains in the group. Be sure to select a field that all domains have in common. 
12. Key Name: Enter a name to be used for the publishing / filtering of the key. This key name will be displayed in the analytics app itself.
13. Drag additional domains to the group. Only domains that contain the key field can be added to the group.
    
14. Optionally, use the New Group icon to create a new group, then use the same steps as above to add domains and define joins.
15. Click Save.
16. Click Done to return to the Customize Analytics view.

Note: If Custom Analytics has been deployed to your URL, it will then be ready for use, based on the domains you have added to the model. Be sure to refresh the app first in order to view the domain data.