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 Box and Whisker Chart

1. When viewing the Visualizations menu from the left navigation, click the + icon.
2. Click on Box and Whisker. The Box and Whisker 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. In this example we expanded the Clinical data store, and the VS domain.
   

Define Fields in Measures

1. Drag the selected field to the Measure ( y ) area. In this example we selected the field VSBPS. Only one measure is allowed.

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

If a filter is applied to the 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. Select the Filter Field drop-down and select the field. In this example we selected LBTEST.
4. Select the Operator drop-down and select from: =, <, >, Null or Empty, or Between. in this example we selected =.
5. Select the Filter Value drop-down and select the value. In this example we selected Platelets.
6. Click OK. The pop-up closes.

Update Options

1. Click on the Options ellipsis (3 dots) next to the field to open the pop-up.
2. Add a Dynamic measure - selected fields will display as checkboxes when a user clicks on the plus sign on the y-axis label.
3. Click in the Additional dimensions field and select fields from the drop-down.
4. Click in the whitespace to close the drop-down, if the OK button is not visible. The added fields display in the field.
   
   
   
5. To remove a field, click the 'x' next to the field name.
6. Update the Label.
7. Click OK. The pop-up closes and the chart view on the right updates. Notice the label on the left side of the chart becomes bolded text and has a + sign added. When a user clicks the label, the fields can be checked to view the chart accordingly. In this example, VSBPS (already added by default), VSBPD, VSPLOX, and VSRRATE were added. 
   

Define Fields in Dimensions

1. Drag a field to the Dimension ( x ) area.  In this example, we selected the field SUBJECT, from the VS domain.

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

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.

Add a Dynamic Dimension

1. Click on the Options ellipsis (3 dots) next to a field to open the pop-up.
2. Click in the Additional dimensions field and select fields from the drop-down. In this example, SUBJECT and SITENUMBER were added.
3. Click in the whitespace to close the drop-down if the OK button is not visible. The added fields display in the field.
   
   
   
4. Click OK. The pop-up closes and the chart view updates.

Update the Dimension Axis Label

1. Click on the Options ellipsis in the Dimension (x) (optional) header.
2. Update the Label.
3. 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, DM:SITENUMBER 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).
   In this example, sites 003, 005, and 015 were selected. Click outside the multi-select box to close it. The selections display in the field. To remove a selection, click the 'x'.
6. Click OK. The pop-up closes and the filter icon becomes shaded. In this example, Average Systolic BP is on the Y axis and SUBJECT is on the X axis. Based on the number of data points, a box and whisker or dots display.

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 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 Box and Whisker chart include the following.

Use Advanced Chart Settings

Default setting apply to the box and whisker chart and can be changed.

Tip: Use the Whisker Settings to determine how outliers are defined, if at all.

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.
   • Box Settings: Q1 | Median | Q3 or Mean +/- SD1
   • Whisker Settings: Select from the drop-down.
     If the Box Setting Q1 | Median | Q3 is selected, the Whisker Settings are: Q1 - 1.5IQR to Q3 + 1.5IQR, Q1 - 3.0IQR to Q3 + 3.0IQR, 10th Percentile to 90th Percentile, or Minimum to Maximum.
     If the Box Setting Q3 or Mean +/- SD1 is selected, the Whisker Settings are: Mean+/- 2.0*SD, Mean+/- 2.5*SD, Mean+/- 3.0*SD, Mean+/- 3.5*SD, Minimum to Maximum.
   • Dimension Axis Position: Bottom or Top
   • Dimension Axis Label Display: Standard, Stagger or Rotate
   • Dimension Axis Label Visibility: Show or Hide
   • Zoom Type: Box, X-Axis, or Y-Axis
     • This setting affects how the user interacts when using Drag to Zoom. 
     • Charts created prior to 24.1.0 will retain their X-Axis zoom configuration until modified.
     • Starting from the 24.1.0 release, charts will have the default setting of Box zoom.
   • Palate: many to choose from (Material is default).
   • Reference Lines - Horizontal:
     • Enter Upper Limit and / or Lower Limit
     • Add an additional reference line by clicking on the '+' sign
     • Click the 'X' at the right of an entered limit to remove it
     • Click the back arrow to reset / clear entered limits
     • Click the 3 dots at the right of each limit to add a label, select the line color, add the width of the line, select the dash style of the line, and click Highlight Outlying Data if appropriate. Click OK.
   • Highlight Strips - Horizontal:
     • Enter a Start Value and / or an End Value
     • Click the 3 dots at the right of the values to select the line color, change the font color, and enter a label. Click OK.
     • Add an additional strip by clicking on the '+' sign
     • Click the 'X' at the right of an entered strip to remove it.
     • Click the back arrow to reset / clear entered strip values.
   • Chart Notes: add appropriate text that describes your chart. Pull the bottom right corner to expand the textbox.
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 Box and Whisker 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 Box and Whisker 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).