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 Custom Listing

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

Tip: For example you might create a listing with subjects age, vital signs, and lab tests by visit. Therefore, we add the fields (columns) and a join to the visit number field. Added fields from the Reporting data store: DM: AGE, VS: VSTEST (Vital Signs Test name), VSSTRESN (Numeric Result), VSSTRESU (Standard Units), LB: LBTEST (Lab Test Name), LBSTRESN (Numeric Result), VISITNUM (Visit Number).

Define Fields in Columns

Note: As fields are added, default settings are applied. At any time, updates can be made and the listing preview updates. You may also save the visualization initially, then edit to make any adjustments.

1. Drag the selected field(s) to the Columns area. Select multiple fields by holding the Ctrl key. Notice the Preview window updates displaying a SUBJECT column (added by default), and the added column(s). Hover over the added field label to view selection details in the tooltip.
   Fields from multiple domains can be added, however.
   

Tip:
To collapse or expand each area (Columns, Filters) click the down / up arrows. To view only one area and collapse all other areas, click the box icon.

Once fields are in the Columns area, use the Options ellipsis next to each field, and in the Columns header.

Update the Column Labels

1. Click the Options icon (the ellipsis) next to the field name.
2. Update the Label.
3. Click OK. The column headers update in the preview.

Update Options

1. Click the Options icon in the Columns header. Notice the first join field has the Subject ID field by default, this cannot be changed.
2. Click in the Show Unique Records Only checkbox to include only unique records, excluding duplicate records.
3. Under Join Fields, click the down arrow in the Select an additional Join Field (optional) field and select No Join Field, or a field from the list (scroll to see all fields). The list will only include fields that the selected domains have in common. In this example VISITNUM was selected, it displays in italic font indicating it is a join field.
4. Under Show Data For the First Columns Records is default. Click the down arrow to change to All Records or Matching Records.
5. Click OK. The pop-up closes.

Reorder / Remove Columns

• Click and hold the 6 dots next to a field and drag it above or below another field, OR
• Drag the column headers in the Preview window
• Click the 'x' at the right of a field to remove it

Add Filters

Filters added in the Filters area apply to the entire custom listing.

1. Drag field(s) to the Filters area. A filter pop-up opens. In this example we filtered on DM:AGE >75, and DM:SEX = Female.
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 003 was 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.
7. 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 Custom Listing window opens you can enter or edit save options.

1. Enter the Name of the Custom Listing (maximum 100 characters allowed).
2. Select the folder where the custom listing 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 Custom Listing

Custom Listings can be edited. 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. 

1. Hover over the visualization name you wish to edit.
2. Click on the Edit icon (the pencil). The Custom Listing Designer window opens. 
3. Edit the Fields listed in the Columns and Filters areas. 
4. 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. 
5. Edit the Options available in an area header by clicking the Options ellipsis. 
6. Click Save to save edits to the custom listing you are viewing OR click Save As to save as a new custom listing.

Update Visualization Settings

1. Hover over the visualization name you wish to update.
2. Click the Configure (gear) icon to open the Save Custom Listing window.
3. Make any needed 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).