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.
The histogram chart provides a visual representation of data distribution and can be used to show probability distributions and frequencies of occurrence of quantitative data. Data points can be displayed in absolute counts and percentages for frequency.
Create a Histogram Chart
- When viewing the Visualizations menu from the left navigation, click the + icon.
- Click on Histogram. The Histogram Designer window opens.
- 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
- Click on a field you want as a Measure and drag it to the Measures area. Only one measure can be selected and it must be a numeric value.
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.
- Click the Filter icon next to the field. The filter pop-up opens.
- Include Selections is the default. To change the default, click the Exclude Selections radio button.
- Click in the Filter Field field and select the field from the drop-down.
- Click in the Operator field and select from =, <, >, Null or Empty, or Between.
- Click in the Filter Value(s) field and select the value(s) from the drop-down.
- Click OK. The pop-up closes.
Update Field Options
- Click on the Options ellipsis (3 dots) next to the field to open the pop-up.
- Update the Bin Width: Click the Bin Width radio button.
- Click in the Bin Width field and update the width.
- Click the Number of Bins radio button.
- Click in the Number of Bins and update the number.
- Update the Label.
- Click OK. The pop-up closes.
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 Filters
Filters added in this area apply to the entire visualization and not displayed in the visualization.
- Drag a field to the Filters area. A filter pop-up opens.
For example, VS:SITENUMBER is added to the Filters area. - Include Selections is the default. To change the default, click the Exclude Selections radio button.
- The name of the field is in the field at the left and is grayed out.
- Click in the Operator field and select from: =, <, >, Null or Empty, or Between.
- 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'. - 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 are highlighted when they are active.
Toolbar options for the Histogram chart include the following.
| ICON NAME | DESCRIPTION |
|---|---|
| Edit Chart | Click to open Chart Designer. |
| Add Filter | Click to open a drop-down, then add filter parameters. |
| Show Table / Show Chart | Click to toggle between the chart and the summary data in a table. |
| Tooltips | Click to activate tooltips that display when hovering over a chart. Click the icon to deactivate this feature. |
| Rotate Chart | Click to rotate chart. |
| Zoom Out | Click to zoom out and view the entire chart (without the scrollbars on top). By default, the chart opens displaying a readable amount of data and the user can use the scrollbar at the top to move right or left. |
| Drag to Zoom | Click to activate. Once it is activated, click and drag over the section of the chart you wish to zoom in on. |
| Chart Notes | Click to see Chart Notes (added during chart configuration). |
| Exporting |
Click to access a drop-down menu to print, export to PDF, PNG, or JPG.
|
| Advanced |
Click to open the Advanced Chart Settings. Window opens from the left side of the window.
|
| Close | Click to close the panel. |
Use Advanced Chart Settings
Default settings apply to the histogram chart and can be changed.
To open the Advanced Chart Settings window:
- 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.
- Axis Representation: Absolute, Percentage, Both, or Both Reversed
- Value Axis Position: Left or Right
- Bin Axis Position: Bottom or Top
- Bin Axis Label Display: Standard, Stagger, or Rotate
- Bin 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)
-
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
- 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.
-
Horizontal 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.
- To close the Advanced Chart Settings window, click the x in the top right corner, click the Advanced button, or the Advanced icon.
- 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.
- Enter the Name of the Chart (maximum 100 characters allowed).
- 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.
- Select the Public or Private radio button.
- 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.
- 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.
- Click Save to confirm save settings or Close to cancel changes.
Edit a Histogram 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
- Hover over the visualization name you wish to edit.
- Click on the Edit icon (the pencil).
- The Histogram Designer window opens.
- Edit the Fields listed in the Measures and Filters areas.
- 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.
- Use the Options Toolbar if needed.
- Edit the Description.
- Access Advanced Settings and make any changes.
- Click Save to save edits to the chart you are viewing OR click Save As to save as a new chart.
Update Visualization Settings
- Hover over the visualization name you wish to update.
- Click the Configure (gear) icon to open the Save Chart window.
- Make updates in the Save window.
- 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.
- Click the Manage icon in the master header. The Manage window opens.
- 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.
- Click the Delete icon.
- In the Delete Item confirmation window, Click Delete (or click Cancel to cancel your action).