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 Scatter / Bubble Chart

1. When viewing the Visualizations menu from the left navigation, click the + icon.
2. Click on Scatter/Bubble. The Scatter/Bubble 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. In this example we expanded the Reporting data store, the LB domain.

Define Fields in Measures

The number of measures determines the chart to be either a Scatter chart or a Bubble chart. Adding a 3rd measure converts the chart from a Scatter chart to a Bubble chart.

1. Drag the selected field to the Measures area. Select multiple fields by holding the Ctrl key. The Options pop-up opens automatically. In this example we selected the field LBSTRESN. 
2. Repeat the steps above to add another Measure. In this example we added the first measure LBSTRESN, filtered to LBTEST=Platelets, and the second measure LBSTRESN, filtered to LBTEST=Hematocrit. Once you click OK, the chart view on the right updates based on your selections. 
3. To convert it to a Bubble Chart, add a third Measure. In this example we added AETERM.

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. 

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. For example, a filter is added to the LBSTRESN field, LBTEST = Platelets.
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.

Note: In the Measures area, next to each field selected, there is a green badge indicating the axis, a highlighted filter icon indicating a filter is applied, the data store and domain name, and the label.

Update Field Options 

1. 1. Click the Options ellipsis next to any field to open the pop-up and make updates. This pop-up may open automatically when a field is added to this area.
      
      
      
   2. Select an Aggregate from the drop-down: Count Distinct, Count, Sum, Average, Minimum, Maximum, Standard Deviation, or Variance. In this example we selected Average.
   3. Update the Label. By default, it displays the selected aggregate of the selected field, i.e. Average of LBSTRESN. In this example we change it to Average Platelet Count.
   4. Click OK. The pop-up closes.

Define Fields in Dimensions

When an Aggregate is selected, the Dimension is automatically populated with the configured subject identifier for the measure field's domain. In this example, the field USUBJID from the Reporting Data Store and LB Domain is set as the dimension. The dimension is how the data is grouped. In this example, each data point represents the average Platelet Count and average HCT for a subject. You could remove this dimension and add a different dimension such as the field for a cohort or site. If the measures are from the same domain, they do not require aggregate selections, and therefore do not require a dimension. If no dimension is selected, all rows where data exists are plotted as data points.

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

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.
   Notice the chart view at the right updates based on the selections. In this example, Average Platelet Count is on the X axis, Average HCT on the Y axis, the legend displays at the bottom with F=Blue and M=Red. Each data point on the chart updated based on the sex. Hover over any data point and a tooltip displays the details.

Add Dynamic Dimensions

Fields added as dynamic dimensions will display as toggles at the top left of the chart. 

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 a field from the drop-down. If you select a field with multiple values per subject ID, the added dimension cannot be applied. A message displays in the preview window.
3. Click in the whitespace to close the drop-down if the OK button is not visible. The added fields display in the field.
   To remove a field, click the 'x' next to the field name.
4. Click OK. The chart view on the right updates. 

Define Fields in the Legend

1. Select an optional Legend by dragging a field to this area. In this example we selected the field SEX from the Reporting Data Store and DM Domain. 

Add a Filter to a Field

Filters can be added to fields in the Legend (optional) 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 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:SITEID 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 Sites 102, 105, 180, and 187. 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:
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.

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 will be displayed 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 Scatter/Bubble chart include the following.

Use Advanced Chart Settings

Default settings apply to the Scatter/Bubble 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 (Y axis), in this example Average HCT Axis Position: Left or Right
   • Dimension Axis Position (X axis), in this example Average Platelet Count Axis Position : Bottom or Top
   • Horizontal Axis Label Display: Standard, Stagger or Rotate
   • 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
   • Palate: many to choose from (Material is default).
   • Reference Lines - Vertical and Horizontal:
     • 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.
   • Highlight Strips - Vertical and Horizontal:
     • 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. Click the 'x' at the top right of the Advanced Chart Setting window to close it.
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 Scatter/Bubble 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 Scatter/Bubble Designer window opens. 
   
4. Edit the Fields listed in the Measures, Dimensions, Legend, 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).