Data Central has filtering options that provide flexibility and a focused approach to reviewing data within a workspace. Filters can be applied to charts, individual columns within a panel, or multiple columns within and across panels on a sheet, and across a workspace. Filters can be accessed by opening the Filter Panel. Applied Filters can also be saved as filter sets, and advanced filters can be created and saved as a Filter Set.

Types of Filters

• Toggle Subject Filter - Located in the left navigation, it is used to display data across all panels on a sheet and across a workspace for one subject.
• Filter Subject in Other Panels - Located in the panel toolbar and represented by the eye icon, it is a toggle filter that allows users to highlight a record in one panel, and update to show only the records for that subject in all other panels across all sheets within a workspace. In the Filter Panel, this will only appear in the Panel filters section if there is already a panel filter applied.
• Panel Filters - Located in the column headers and used to filter rows within a panel.
• Global Filters - Located in the column headers and in a filter pill in the master header. They are used to filter subjects across multiple panels, and across all sheets within a workspace for a selected subject.
• Filter Sets - Accessed within the Filter Panel, they are used to save filters applied to a workspace or Advanced Filters that can be re-used at any time.
• Advanced Filters - Located in the Filter Panel, they are used to apply complex filters across multiple domains using an expression builder, SQL tokens, or both. Applying an Advanced Filter will clear any other filters currently applied. One Advanced Filter may be applied at a time, but filters of other types can be applied on top of the Advanced Filter by applying them after the Advanced Filter is set. Advanced filtered can be added to a Data Cut.
• Chart Filter - Located in charts, it is used to filter data by clicking on a data point or section within a chart so that other panels on the sheet update based on that selection. For specific instructions on using the visualization filter in charts, check out the article regarding Visualizations (Charts) in Data Central.
• Filter RBQM - Located in the Issues panels toolbar (only if RBQM is enabled for a study) and represented by the crosshair icon, it is a toggle filter used to limit the issues to only list RBQM related issues. Applies to both Data Central Issues & Global Issues listings.

Clear / Reset Default Filters for Data Listings

By default, the 'Use Default Filters' setting is checked within the Data Central Settings. The default view filters data listings for the reviewer role and the review status of New and Updated Since Review. You can change this setting to view all records in the listing with no default filters applied.

1. Click on the Configure icon in the master header. 
2. Uncheck Use Default Filters. The setting is saved automatically.

Now, each time you open a data listing, it will have no default filters applied. 

To return to using the default settings:

1. Click on the Configure icon in the master header.
2. Check Use Default Filters.

Tip: Easily find a column in a data or custom listing! Click the Search icon in the panel toolbar to access a list of all displayed column Names and Labels. You can type to search for the desired column or scroll through the list, then select the column you'd like to navigate to.

Toggle Subject Filter

The Toggle Subject Filter allows users to filter all panels across a workspace for a selected subject.

1. Select a record in a panel, and it highlights in blue.
2. In the left navigation, click the Toggle Subject Filter (funnel) icon.
3. When the Toggle Subject filter icon is highlighted (solid), only the data for the filtered subject appears in the panels in all sheets within a workspace.
4. Click the Toggle Subject Filter (funnel) icon again to toggle between the selected subject and all subjects.
   

Example

The Toggle Subject Filter is highlighted in the left navigation, so only records for the selected subject are shown in the the other listings. The blue badges in the open panels reflect the number of records in each panel for the selected subject. This filter also applies to all sheets within the workspace.

Filter Subject in Other Panels

The Filter subject in other panels icon is a toggle filter that allows users to highlight a record in one panel so all other panels on all sheets within a workspace update to show only the records for that subject. The panel in which the filter was activated continues to show all records allowing the user to move to another record in that listing and update the other panels to show only records for the highlighted subject.

1. Highlight a record in a panel. The row is highlighted in blue.
2. Click the Filter subject in other panels (eye) icon.
3. The icon should be highlighted.
4. Click to highlight another record in the panel where the eye icon is highlighted.
5. The other panels will update to show only records for the highlighted subject.
6. Click the Filter subject in other panels (eye) icon again to remove the filter and show all records again.

Example

In the Subjects listing, the record for subject 0001-002 is highlighted, the eye icon is highlighted, and all other panels on the sheet updated to show only records for that subject highlighted in blue. This filter also applies to other sheets within the workspace.

Open the Filter Panel

The Filter Panel icon in the master header allows the user to open the Filter Panel over the left navigation. The number of applied filters displays next to the Filter Panel icon, and any applied global filters will display in a filter panel in the master header.

From the open Filter Panel, users can easily:

• Clear all filters, or close the Filter Panel.
• See how many filters overall are applied to the workspace.
• Select and manage Filter Sets.
• Create and select Advanced Filters.
• See the Global Filters applied and clear them.
• See the Panel Filters applied and clear them.
• See the Visualization Filters and clear them.

Use Panel Filters

Each panel on the sheet has a Filter icon in the numbered badge next to the name of the panel if a filter is applied to the panel. 

Example

The screenshot below shows two panels in the sheet, Subjects and Issues. The badges in both panels have the Filter icon in the badge, indicating there are filters applied to the panels.  

Users can click on the Filter badge to see which filters are applied. In the Issues panel, The Statuses field has a row filter applied and the global (subject) filter applied. From the drop-down, users can click the 'x' to remove an individual filter, or click the Clear all global and panel filters icon.

Identify Columns Within a Panel That Are Filtered

Next to the Filter Panel icon in the master header, a number will be displayed indicating how many filters are applied.

The badge in the header of a panel will display a filter icon if at least one column is filtered in the panel. If there is no filter icon in the badge, then no filters are applied within the panel.

To identify columns with an applied filter, scroll horizontally to view the filtered column(s), indicated by a filter icon in the column header.  

Note that pre-programmed filters have been added to some panels. For example, the Queries panel is pre-set with Status=Open and Answered. Some domain listings that are reviewable will have default filters set to show only records that need review.

Columns with applied filters, when 'Filter Subjects' is selected are considered Global Filters and will be displayed in filter pills in the master header. 

Set a Panel (Column) Filter 

A column filter is available for any column that can be filtered.

1. Click on the column header. A drop-down opens with sort options and Filter.
2. Click Filter.  
   
3. Select the desired filter conditions:
   
   1. Use the optional search feature.
      
      1. Start typing in the Search field and any values that have the same sequence of letters or numbers will appear in the drop-down list for you to select.
   2. Select either Include Selections (defaulted) or Exclude Selections.
      
      1. Selecting Include Selections will filter for all records in which the selected values do appear.
      2. Selecting Exclude Selections will filter for all records in which the selected values do not appear.
   3. Select the variable(s) listed for that column, including Blank Values.
      
      1. Selecting Blank Values will allow selection of records in which the filtered column contains blank or null values. This can be used with the Include or Exclude radio button to include blank/null data or exclude it from the filtered results.

   When applying the Include Selections or Exclude Selections criteria on a numeric or date range, the Includes option will include the min and max values in the results and the Excludes option will exclude the min and max values from the search results.

   To filter on a single value of a numeric or date field, the same value can be entered in both the min and max fields.

4. Select the relevant filter button to apply to Filter Rows, Filter Subjects, or Clear. Buttons become active after filter conditions are selected.
   
   

Note: If there are no data matching the filter selection(s), a message will display within the panel, indicating there are no data.

Apply Panel Filters

Filter Rows

Select Filter Rows to apply the filter to the rows of data within the panel. After applying a panel filter, the Filter icon will be displayed in the badge, indicating that at least one column filter has been applied to all rows within the panel.

Use Global Filters

Global Filters apply to all sheets within a workspace.

Apply Global Filters

Selecting Filter Subjects from a column filter applies the filter to all subjects across all panels in the workspace. This is useful when narrowing down to a group of subjects, allowing you to view all related data for those subjects across the study.  

For example, if you want to see only subjects that had a Serious Event and had taken the Conmed Acetaminophen, the appropriate filters would be:

1. Set the Global Filter in the AE panel:
   1. Open and dock the AE listing.
   2. Scroll to the column Serious Event, click on the column header.
   3. Click Filter. 
   4. In the drop-down, select Include Selections and Yes.
   5. Select Filter Subjects. 
      After that filter is applied, only subjects that experienced a Serious Event displays in all panels in the workspace. 
      
      
2. Set the Global Filter in the Conmed panel:
   1. Open and dock the Conmed listing. The Conmed listing only includes subjects with a Serious Event (based on the subject filter applied to the AE listing). 
   2. Scroll to the column header Medication and click the column header.
   3. Click Filter. 
   4. In the drop-down, select Include Selections and Acetaminophen.
   5. Select Filter Subjects. 

In the example above, there are two global filters applied to the panels on all sheets within the workspace. Therefore, panels will include all records for subjects who experienced a serious event and had taken the conmed Acetaminophen. Within each listing, all subject records are included. To further filter the rows within each panel, apply Filter Rows. 

When a global filter is applied, regardless of its complexity, it narrows down to a specific list of subjects. Then, on any of the open panels, you will see all records for that list of subjects.

When Filter Subjects is selected for one or more panels, the subject filter conditions display in the master header. Note that the numbers in the badges in each panel also reflect the number of filtered records. The Subject filter can be found in the Global Filters section of the Filter Panel.

Right-click on a Cell to Filter by Value

Within Data listings, Custom listings, Subjects panel, Issues panel, and Queries panel, right-click on a cell to filter by that value instead of clicking on the column header and selecting the values to filter.

1. Right-click on a cell in a listing.
2. Hover over Filter By Value.
3. Select Filter Rows or Filter Subjects. Selecting Filter Rows applies the filter to the records within the panel only. Selecting Filter Subjects applies the filter to all subjects across all panels in the workspace.

Clear Filters

There are multiple ways to clear filters:

1. From any panel with an applied filter, click on the filter badge. This opens a drop-down displaying any applied filters. 
   
   
   1. Click the 'x' at the right of a filter to remove the individual filter.
   2. Click the Clear all global and panel filters icon.
2. Click the column header with the filter icon and then click Filter in the drop-down. The selections for the existing filter show, update the selections or click Clear.
   
   
   
3. To clear Global Filters (Filter Subjects was selected when applying a column filter), click the 'x' next to the Global Filter pill in the master header.
   
4. From the Filter Panel, Click the Clear All Filters icon at the top of the panel, the Clear Global Filters icon next to Global Filters, the Clear Panel Filters icon next to Panel Filters, or click the 'x' next to the column name within the Global and Panel Filters sections.
   

Use Filter Sets

Users can save the filters they use in Data Central as a Filter Set. Filter Sets are saved to the same folders as Workspaces and Visualizations. Filter Sets can be made public across studies and user groups to foster collaborative data review workflows.

A saved Filter Set includes all applied panel, global, and visualization filters. If a user selects a saved filter set which includes filters for a closed panel, the filter will be applied when the user opens the panel (for example: filter includes AE_TERM, but AE panel is closed, when the user opens the AE panel, the filter will be applied to the newly opened panel).

The Filter Set option is available in the open Filter Panel.

A Clear Filter Set button allows a user to remove the selected filter set.

If a user has the 'Remember last workspace' option enabled within General Settings, the user’s current filter set will also be remembered.

Access and Apply an Existing Filter Set

1. Click the Filter Panel icon to open the Filter Panel.
2. Click the Filter Set drop-down. The plain filter icon represents a regular Filter Set, while the filter icon with a circle on the right represents an Advanced Filter. Most users will only see and have access to filter sets that were saved as public and private filter sets created by the user. Filter sets that are grayed out indicate they are private, and only the user who created the filter set and Data Central Admins will have access. 
   
3. Select the filter set name from the drop-down you wish to apply.

The selected Filter Set name displays in the drop-down.

Note: Filter Sets do not apply to RBQM and eIQ Review sheets in a workspace.

Create a New Filter Set

Filter Sets include all filters applied to panels in the workspace. Other filters, such as the Toggle Subject Filter in the left navigation or the Filter subject in other panels (the eye icon), are not saved in a Filter Set. All Data Central users can save a Filter Set as private, however, to save them as public, a user must have the Data Central Designer privilege.  

1. Set filters in the workspace.
2. Click the Filter Panel icon in the master header.
3. Click the Save As icon. The Save Filters window opens.
   
4. In the Save Filters window:
   
   
   1. Enter the Name of the Filter Set.
   2. Select the Folder (location).
   3. Select the visibility Public or Private (only users with the Data Central Designer privilege have the option to save as Public).
   4. Select the Roles (if Public)
   5. Select the Scope (by default the current study you are working in is selected). To see all options, click the down arrow at the right to Therapeutic Areas, Compounds, and Programs. Use the scrollbars if needed.
5. Click Save.

The saved filter set is now available in the list of filter sets based on the settings.

Clear a Filter Set

If the user had selected a filter set when viewing the workspace, the name of the filter set displays in the Filter Set drop-down. A user can click the filter set drop-down again to see other filter sets listed in the drop-down and simply select another to apply it to the workspace, or they may clear the filter set currently applied to the workspace.

1. From the open Filter Panel, click the Clear Filter Set icon next to Filter Set.
   

Edit Applied Filters to a Filter Set

Users can change, add, or remove filters that are saved as part of a Filter Set.

1. Click the Filter Panel icon in the master header to open the Filter Panel.
2. Click on the Filter Set name from the drop-down you wish to edit. The workspace updates according to the selected filter set and the Filter Set drop-down displays the name of the filter set.
3. Make the changes to the filters on the workspace. After changes are made to a filter set, an asterisk displays next to the filter set name.
4. Click the Save icon.
   

Edit Details of a Saved Filter Set

Changes can be made to the details of a saved filter set. A user with Data Central Designer privileges can update publicly saved filter sets, and all users can update private filter sets that they created.

1. From the open Filter Panel, click the Filter Set drop-down.
2. Hover over the filter set name you wish to edit, the Configure icon displays for filter sets you can edit.
3. Click on the Configure icon. The Save Filters window opens.
4. Update the details, such as the name, the folder, whether it is public or private, the roles, and scope.
   
5. Click Save.

Use Advanced Filters

Advanced Filters are a type of Filter Set. They are created and used within the Filter Sets section of the Filter Panel. Like Filter Sets, Advanced Filters can be saved and reused across workspaces and studies. They can be created utilizing an expression builder, SQL Tokens, and wildcard substitutions to apply a common filter to multiple domains.

Access and Apply an Advanced Filter

1. Click the Filter Panel icon to open the Filter panel.
2. Click the Filter Set drop-down. Advanced Filter names have the filter icon with the circle on the right. Most users will only see and have access to advanced filters that were saved as public and private advanced filters created by the user. Advanced filters that are grayed out indicate they are private, and only the user who created the advanced filter and Data Central Admins will have access. 
   
3. Select the Advanced Filter name from the drop-down you wish to apply.

The selected Advanced Filter name displays in the drop-down, and the applied Advanced Filter displays in a filter pill in the master header. Panels with the Advanced Filter have a blue border when the user hovers over the filter pill.

To remove an applied Advanced Filter, click the 'x' in the filter pill.

Create an Advanced Filter

1. From the open Filter Panel, click the Add Advanced Filter icon (the plus sign) next to Filter Set. The Add Advanced Filter window opens. 
   

   Tip: Instead of selecting values from the drop-down, use Wildcards and Character Substitutions to filter on multiple domains, and fields. Click the Question Mark icon in the top right for details.

2. Add Filter Parameters:
   1. Data Store: Select the Data Mart or Staging Area from the drop-down.
   2. Domain: Type or Select the Domain from the drop-down or use a wildcard / character substitution.
   3. Field: Type or Select the Field from the drop-down or use a wildcard / character substitution.
   4. Operator: Select the Operator from the drop-down. By default, Include Selection is selected. Click the Exclude Selection if appropriate. Options include Equal To, Greater Than, Greater Than or Equal To, Less Than, Less Than or Equal To, Between, Null/Empty, Contains, or Exists.
   5. Value: Type or Select Add Token. See Add and Manage Tokens for details.
3. Optionally, click the Add icon (the plus sign) at the top right to add another row to the Advanced Filter.
4. Optionally, delete a row. Click the Delete icon at the right in the row you wish to delete. Click Yes to delete, or No to cancel your action.
5. Click the Validate & Continue button at the bottom right. The Add Advanced Filter window opens.
   
   
   
   1. Enter the Name of the Advanced Filter.
   2. Select the Folder (location).
   3. Select Public or Private (only users with the Data Central Designer privilege have the option to save as Public).
   4. Select Roles (if Public)
   5. Select Scope (by default the current study you are working in is selected). To see all options, click the down arrow at the right to Therapeutic Areas, Compounds, and Programs. Use the scrollbars if needed.
   6. Click Save.
      

      The saved advanced filter is now available in the list of filter sets and advanced filters based on the settings.

Edit an Advanced Filter

1. Click the Filter Set name drop-down.
2. Locate the name of the Advanced Filter you wish to edit. 
3. Hover over the Advanced Filter name and select the Configure icon. The Edit Advanced Filter window opens.
4. Update the advanced filter as needed.
5. Click the Validate & Continue button.
6. Update the Name, location, visibility, and scope if needed.
7. Click the Save icon in the toolbar.

Add and Manage Tokens

To Add a Token:

1. Within the Add / Edit Advanced Filter window, click in the Value field.
2. Click Add Token from the drop-down. The Add Token window opens.
   
3. Name: Enter the name of the token (notice it begins with @).
4. Description: Enter a description of the token.
5. Value / SQL: Select either Value or SQL.
6. Value: If Value was selected, enter the value.
7. SQL: If SQL was selected, enter the SQL Query.
8. Click the Validate button.
   1. The token editor may throw errors:
      1. Error (red text): if entered SQL does not have proper syntax, 'Invalid Sql statement: Syntax error in token.'
      2. Warning (yellow text): if the entered SQL has proper syntax but references to tables or columns do not exist in the data, 'Invalid object name' or 'Invalid column name.' 
   2. Update the SQL if needed. 
      

      Note: A token can be saved with warnings, but not with errors.

9. Click the Save button.

To Edit a Token:

1. Within the Add / Edit Advanced Filter window, click in the Value field.
2. Hover over the name of the Token you wish to edit.
   
3. Click the Edit Token icon. The Edit Token window opens.
4. Make changes as needed.
5. Click the Validate button. 
6. Click the Save button.

To Delete a Token:

1. Within the Add / Edit Advanced Filter window, click in the Value field.
2. Hover over the name of the Token you wish to delete.
   
3. Click the Delete Token icon. A Delete Token confirmation window opens.
4. Click OK to delete, or Cancel to cancel your actions.

Examples of Advanced Filters

Within the Clinical datastore, consider all domains with a start date not less than 2016-01-01.

Within the Clinical datastore, AE domain, AETERM field, not equal to @patients_with_nausea (token).

Token details.

Delete a Filter Set or Advanced Filter

Saved Filter Sets, Advanced Filters, Visualizations, and Workspaces 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 Filter Set / Advanced Filter 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).