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 Pivot Table

Tip: For example you might create a pivot table displaying the number of subjects by sex and ethnicity, and by AE relationship for a site. Therefore, we add column fields of DM:SEX and AE:AEREL, row field of DM:ETHNIC, value field of DM:SEX with the count of records and DM:AGE with the average age, and a Filters field of DM:SITENUMBEER and selecting a specific site. 

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

Multiple fields from any data store / domain can be added.

1. Drag the selected field(s) to the Columns section. 
   In this example DM:SEX and AE:AEREL are added to Columns.

Add Column Filter

1. Click the Options icon (the ellipsis) next to the field name. A drop-down with a list of results opens.
2. The Select All checkbox is selected by default. To narrow the results in the table, use the search feature, or check individual checkboxes to be included, or uncheck results to exclude them from the pivot table. 
3. Click OK.

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.

Tip: The number of combined Rows and Columns should not exceed 6 total (could be 5 and 1, 4 and 2, or 3 and 3).
The total number of domains used in Rows, Columns, Values, and Filters combined should not exceed 5.

Define Fields in Rows

1. Drag fields from any data store / domain to the Rows area. 
   In this example, DM:ETHNIC is added to Rows, filtered to include all but Null values.

Add Row Filter

1. Click the Options icon (the ellipsis) next to the field name. A drop-down with a list of results opens.
2. The Select All checkbox is selected by default. To narrow the results in the table, use the search feature, or check individual checkboxes to be included, or uncheck results to exclude them from the pivot table. 
3. Click OK.

Define Fields in Values

1. Drag fields to the Values area.
   In this example DM:SEX and DM:AGE are added to Values.

Add a Filter to a Field

Filters can be added to fields in the Values 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 the Options ellipsis next to the field name(s). A pop-up opens.
2. Select an Aggregate from the drop-down: Count of Subjects, Count Distinct, Count (default), Sum, Average, Minimum, Maximum, Standard Deviation, or Variance.
   In this example the aggregate for DM:SEX is Count, and DM:AGE is Average.
3. Select the Calculation from the drop-down: No Calculation (default), % of Grand Total, % of Column Total, or % of Row Total.
4. Optionally: Update the Label. By default, it displays the selected aggregate of the selected field. 

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.
   In this example, DM:SITENUMBER is added to Filters.
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, Site 0003 is selected. 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.

Tip: Hover over a field label added to an area to view selected details in a tooltip.

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 Note

An added note is viewable to the end user by hovering over the Notes icon in the pivot table, and is exportable. In this example, the note 'Demographics for Site 003' was added. 

1. Click in the Notes field and enter text. 

Use Pivot Table Toolbar

Pivot Tables have a unique panel toolbar and other functionality which is slightly different than other panels and listings in Data Central. However, it can be very helpful to use the different filtering options across panels on the dashboard, such as the Toggle Subject Filter in the left navigation, the eye icon which allows you to filter a subject in other panels, and filter subjects within a column filter.

Tip: Toolbar icons are highlighted when they are active.

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 Pivot Table window opens you can enter or edit Save options.

1. Enter the Name of the Pivot Table (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 Pivot Table

Pivot tables can be edited, meaning the data they visualize and the note. Visualization settings 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 Visualization Content

1. Hover over the visualization name you wish to edit.
2. Click on the Edit icon (the pencil).
   
   
3. The Pivot Table Designer window opens. 
   
4. Edit the Fields listed in the Columns, Rows, Values, and Filters areas. Use the search field, or expand the data stores listed and select the field(s) to drag to the any of the areas, or click the 'x' to remove a field.
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. Use the icons in the toolbar.
7. Edit the Note.
8. Click Save to save edits to the pivot table you are viewing OR click Save As to save as 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 Pivot Table window.
   
3. Make any of your adjustments.
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).