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 Timeline Chart

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

In the Timeline chart, a Measure represents the data point's label. You will have the ability to select which fields represent the 'time' aspects of the data point within the Measure options. 

1. Click on a field you want as a Measure and drag it to the Measures area. Select multiple fields by holding the Ctrl key. In this example we selected AETERM for the Measure.
   
   
   
2. Repeat the steps to add more Measures. In this example we selected the field CMTRT.

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. 

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 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. The pop-up may open automatically when you drag and drop a field in this area.
   
2. The Timeline radio button is selected by default. To change the type of data point, click the Single Timepoint radio button. in this example, Timeline is selected.
3. Select the Start Field drop-down and select the field. In this example, we selected AESTDAT.
   Note: The Start Field should be a field representing a timepoint, either a date or numeric study day.
4. Select the End Field drop-down and select the field. In this example, we selected AEENDAT. 
   Note: the End Field should be a field representing a timepoint, either a date or numeric study day.
5. If creating a Timeline (rather than a Single Timepoint), select the Bar Width drop-down to change the width. Medium is default, other options include: Extra Small, Small, Large, and Full Lane.
6. Select the Color drop-down to change the default and select a color from the color window (use the color scrollbar and click within the color box, or update the R, G, B, or #). Click outside the box to close it.
7. Optionally: Select the Start/End Symbol drop-down and select the symbol. Options include: Circle, Square, Triangle Down, Triangle Up, Polygon, or Cross. In this example we selected Circle.
8. Optionally: Add a Label. In this example, we added AEs.
9. Click OK. The pop-up closes.
10. Repeat the steps for other added Measures.

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 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, select Site 0003. 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.

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.

Tip: Hover over a field in the Measures area and a tooltip displays the selections. Notice a shaded filter next to the field, indicating a filter is applied. You could save the chart as it is, or continue building it.

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 Timeline chart include the following.

Use Advanced Chart Settings

Default settings apply to the timeline chart and can be changed.

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.
   • Show Records For: First Measure, All Measures, or Matching Measures .The Show Records For option allows the user to select which subjects are displayed on the chart. 
     • When the 'First Measure' option (default) is selected, only subjects that meet the first measure’s criteria and have data available for the first measure will be shown on the chart. Data for subsequent measures will only be displayed if the data’s associated subject also has matching data for the first measure. 
     • When the 'All Measures' option is selected, a subject that meets the criteria and has data available for any of the measures will be shown on the chart. 
     • When the 'Matching Measures' option is selected, only subjects that meet the criteria for and have existing data in all of the measures will be shown on the chart.
   • Measure 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.
   • Legend Position: Outside or Inside
   • Legend Horizontal Alignment: Center or Right
   • Legend Vertical Alignment: Bottom or Top
   • Vertical Reference Line:
     • 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
     • Optionally: 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.
   • Vertical Highlight Strip:
     • Enter a Start Value and / or an End Value
     • Optionally: 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.

Tip: In the example shown below, we added a green Vertical Reference Line and a yellowish Vertical Highlight Strip based on an Enrollment date of 11Mar2018.

Tip: If Chart Notes were added, the icon appears in the Options toolbar. If a user clicks on the Chart Notes icon, the entered text displays.

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 Timeline 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 Timeline Designer window opens. 
   
4. Edit the Fields listed in the 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. Use the Options Toolbar if needed.
7. Edit the Description.
8. Access Advanced Settings and make any changes.
9. 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).