Configure Customized Source Data Analytics (SDA app)

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Permissions: Users must have the Analytics Customize privilege, and the study must have the Custom Analytics setting selected.

Important: Configure the data model before using the SDA app. The data model defines how domains are associated, such as by Subject ID, and only included domains are available in the app.

Instructions

To create a new SDA app and configure its data model, complete the following steps.

  1. From the Platform Menu, click Customize Analytics under Platform Administration.
    Each study displays in a row with its available analytics apps.
  2. Click the plus sign in the study row. The Create New Visualization window opens.
    Create New Visualization window
  3. Enter a name for the app in the Name field. The default is the study name and 'Source Data.'
  4. Click Create. The app displays in the study row.
  5. Click the Edit icon to edit the app.
    Edit app
  6. The Edit window opens.
    Edit window for configuring an SDA app
  7. Available data stores display in the left panel. Click the data store that contains the data to include in the app. The domains within that data store display.
  8. Click a domain to add it to the model. The domain displays in the workspace.
    Add a domain to the workspace, then Add Key
  9. Click Add Key to define the key used to link domains together.
    The key identifies the field that selected domains have in common and associates data across tables. The most common key field to use is the Subject ID, and the second most common is Visit.
    Add Key dialog with joined domains
  10. Join Type: From the drop-down, select Key or Table. This specifies the join type.
    Key is the most common join type because both tables contain the same key for associating data. Use a Table join when third-party lab data use a different sample or subject identification scheme than the standard data. This join associates the lab data with another field in an existing table.
  11. Source Field: From the drop-down, select the field to join all domains in the group. Select a field that all domains have in common.
  12. Key Name: Enter a name for publishing and filtering the key. This name displays in the analytics app.
  13. Drag additional domains to the group. Only domains that contain the key field can be added to the group.
    Add additional domains to a group
  14. Optional: Click the New Group icon to create another group, then repeat these steps to add domains and define joins.
  15. Click Save.
  16. Click Done to return to the Customize Analytics view.
  17. Click the Analytics icon in the master header to open the Analytics Landing Page
    Open the Analytics landing page  
    Click the Customize Analytics icon in the master header to return to Customize Analytics.  
    Return to Customize Analytics

Note: After Custom Analytics is deployed to the URL, refresh the SDA app to load the configured domain data.

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