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 Combo Chart

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

1. Click on a field you want as your primary Dimension and drag it to the Dimensions area. Select multiple fields by holding the Ctrl key. A maximum of two dimensions can be added. In this example AEREL was added.
2. Scroll through the list of domains and fields and drag a secondary field to the Dimensions area.

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 Dimensions 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.

Add Dynamic Dimensions

Fields added as dynamic dimensions will display as toggles at the top left of the chart. These can be added to both the primary and secondary dimensions.

1. Click on the Options ellipsis (3 dots) next to a field in the Dimensions area.
2. Click in the Additional dimensions field and select up to 10 fields from the drop-down.
   
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. To remove a field, click the 'x' next to the field name.
5. Click OK. The chart view on the right updates. The fields are added as toggles to view by AEREL, AEOUT, or AETOXGR.
   

Update Options

1. Click the Options ellipsis in the Dimensions area header. The pop-up opens.
   
2. Primary Dimension Axis Sort: Ascending (default) or Descending, click the radio button to update.
3. Sort by: Dimension (default) or Measure, click the radio button to update.
4. Dimension Axis Label: The system field name is auto-filled. Update to change the label name.
5. Click OK. The chart view updates.
   

Define Fields in Measures

By default, the system automatically added the same selected field (primary dimension) to the Measures area, and the chart view area updated based on the selection. The x-axis displays the Dimension (AEREL), and the y-axis displays the Measure (defaulted to count of rows). You could save the chart as is, or continue building it.

1. Drag additional fields to the Measures area if you wish.
2. To remove a field, click the 'x' next to the field.

Tip: Hover over a portion of the bar chart or the selections in the Dimensions and Measures areas and a tooltip displays.

Add a Filter to the 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. The filter icon is shaded if a filter is applied to the field.

Update Field Options

1. Click on the Options ellipsis (3 dots) next to a field to open the pop-up.
   
2. Update the Chart Type: Stacked Bar is the default; click in the field to see the list of available chart types, Bar, Stacked Bar, Full Stacked Bar, Line, Spline, and Area.
3. Update the Aggregate: Count is the default; click in the field to see the list of available aggregates, Count Distinct, Count, Sum, Average, Minimum, Maximum, Standard Deviation, or Variance.
4. Add a Dynamic measure - selected fields will display as checkboxes when a user clicks on the plus sign on the y-axis label:
5. Click in the Additional dimensions field and select fields from the drop-down.
6. Click in the whitespace to close the drop-down, if the OK button is not visible. The added fields display in the field.
   
7. To remove a field, click the 'x' next to the field name.
8. Update the Label: By default it has Number of XXXX records.
9. 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, AEREL (already added by default), SITENUMBER, and TARGETDAYS were added. 
   
10. Click the Options ellipsis next to secondary measures.
11. Make updates to the Chart Type, Aggregate, and Label. (Same steps as above).
12. Secondary Axis: This checkbox is not available for the first measure listed. When additional measures are added, check this box if you want the measure axis label to display at the right of the chart.
13. Click OK. The chart view updates.

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.

Options Toolbar / Advanced Settings

Use the Options Toolbar

Tip: Toolbar icons are highlighted when they are active.

Toolbar options for the Combo chart include the following.

Use Advanced Chart Settings

Default settings apply to the combo 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.
   • 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.
   • Legend Position: Outside or Inside
   • Legend Horizontal Alignment: Center  Right,  or Left
   • Legend Vertical Alignment: Bottom or Top
   • Palette: many to choose from (Material is default).
   • Horizontal 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
     • 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.
   • Horizontal Highlight Strip:
     • 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 Combo 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 Combo 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).