Permissions: Any Data Central user can create, save, and edit a visualization, but the user must have the Data Central Designer privilege to save a visualization as public or edit public visualizations.

A Custom Listing enables users to choose their own columns from different domains to be included in one listing. 

Create a Custom Listing

1. Start from the left navigation, locate the Visualizations section, and click the '+' New Visualization icon.
2. Click Custom Listing to open the designer window.

3. In the Fields section, click the arrows, Data Store names, or Domain names to expand the data. Scroll down to view all available domains and fields.

   In the example below, the Search feature was used to locate the AGE field in the Clinical data store and the Demographics domain by typing the field name.

   Tip: Search also supports dot notation, e.g. DataStore.Domain.Field.
   

   Note: System Tables, which contain operational data, can be used in custom listings. Although users cannot view or query these tables directly, they can request listings that utilize the data from them. Any listing created from System Tables is visible and usable by all dashboard viewers once saved. 
   
   Tables available for request include: Issue, Query, Review Objectives, Review Objectives Domains and Fields, Review Objectives Review Materials, Review Objectives Reviewer Roles, Review Status Metrics by Domain and Role, Review Status Metrics by Domain and Role and Subject, and Subject.

Define Columns

1. Drag the AGE field into the Columns area in the designer, and the preview will update. Along with the AGE column, the SUBJECT column is included by default. This field is common to all domains and is used for joins.

   

2. Drag the following fields to the Columns section. 

   • Clinical > Demographics > SEX
   • Clinical > Concomitant Medication > CMTRT (Medication / Therapy Name)
   • Clinical > Concomitant Medication > CMINDC (Indication)
   • Clinical > Adverse Events > AETERM (Term for the Adverse Event)
   • Clinical > Adverse Events > AETOXGR (Standard Toxicity Grade)

   The preview updates accordingly and displays the selected columns and data.

   

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

3. For column configuration options, click the 3-dots in the header of the Columns section.

   

   1. To remove duplicates from the listing, check the box for Show Unique Records Only.
   2. The SUBJECT is the primary join field by default and cannot be changed. This field is in all domains and enables joining fields from different domains into one listing. Typically, this will be the only join field you need.
   3. Click the down arrow in the Select an Additional Join Field (optional) textbox and choose either No Join Field or a field from the drop-down list that includes only common fields in the selected domains. In this example, the No Join Field was selected.
   4. In the Show Data For drop-down, the default is First Columns Records, equivalent to a left outer join. Click the down arrow to change to All Records (full outer join) or Matching Records (inner join).
   5. Click OK, and the configuration pop-up will close while the preview listing updates. Notice that the number of records has decreased from 1014 to 986, as the duplicate records have been removed.

4. To update the column labels, click the three dots next to the field name to open the label pop-up.
   

   Labels are generated automatically but can be modified. Enter your new label and click OK to save the changes. If you want to revert to the original generated label, simply click the refresh icon.

5. Click OK and the preview listing updates.
   

Add a Filter to a Custom Listing

1. Locate the field, SITE (Site name) in the Demographics domain and drag it to the filters section. A pop-up will open to configure a filter for the SITE field.
2. The default setting is Include Selections, which can be changed to Exclude Selections if preferred.
3. Open the Operator drop-down and choose from the available options: =, <, >, Null or Empty, or Between. In this example, '=' has been selected.

4. Select the values to filter to in the Filter Value drop-down. This example includes Mansfield Hospital, Mayo Clinic, Oncology Center of PA, Sacred Heart Medical Center, and St Mark's Hospital.

   

Note: The filter icon will become shaded after defining any filter for the listing.

Dynamic Filters

Dynamic Filters allow users to select predefined values from a drop-down menu located at the top of the finalized listing. When viewing the listing, users can pick one or multiple values from the drop-down, which immediately updates the listing to display the selected filter values.

1. Turn on Dynamic Filters by clicking the toggle switch.
   

2. Click the Optional Default Filter Value(s) textbox to select the default values that the published listing filters to when opened. In this example, all five values are set as defaults, which means the listing will open filtered by all five selected values.

   

   If no default value(s) are configured, the listing will filter by the first value in the list, opening with all records filtered by Mansfield Hospital. 

   Click OK. 

   Tip: Click in the whitespace to close the drop-down if the OK button is not visible.

3. When viewing the published listing, a drop-down menu with the filter values appears at the top. To apply the filter, click the drop-down arrow. Then, click the blue box labeled 5 selected to view the list of the five values available for filtering.

   

4. Select the values to filter, then click Apply, and the listing will immediately reflect the applied filter.

   

   Note that now the blue box shows the number of values selected, which is 3 in this case. 

Reorder / Remove Fields

• Click and hold the 6-dots next to a field and drag it above or below another field.
• Drag the column headers in the Preview window to desired order.
• Click the 'X' at the right of a field to remove it.

Export / Import Listing Configuration

After creating or editing a custom listing, the listing configuration can be exported directly from the designer. This allows users to easily replicate their listings across different environments, eliminating the need to recreate them manually. To export, click the Export icon in the upper right corner of the designer window and it will download the configuration file.

To import a Custom Listing configuration, click the '+' New Visualization icon and select Custom Listing. After the designer window opens, click the Import icon in the upper right corner. This will open a pop-up to upload the configuration file.

Note: Users with the Data Central Designer privilege can also export and import listings created by other users.

Toolbar Actions

Custom Listings feature a toolbar in the top right corner of the published listing only; the designer has no toolbar. Below are the icons available for a published Custom Listing.

ICON	ICON NAME	DESCRIPTION
	Edit	Click to open designer window.
	Add Filter	Click to open a pop-up window to enter filter parameters. Click OK. This filter applies to the panel only and does not appear in the Filter Panel in the left navigation.
	Previous Page	Navigate to the previous page in the listing. Unique to Custom Listings.
	Next Page	Navigate to the next page in the listing. Unique to Custom Listings.
	Export	Click to export the listing as an Excel file. The Excel file for the custom listing includes the data, as well as metadata, such as the data store(s), domain(s), filter(s) applied to the custom listing, and the timestamp of the export, providing comprehensive context surrounding the exported dataset.
	Search	Easily find a column in a data or custom listing. The Search icon provides a list of all displayed column names and labels. You can type to search or scroll through the list to find the desired column.
	Dock Item	Click to dock the visualization to your sheet.
	Maximize	Click to maximize visualization.
	Restore	Click to restore the visualization to previous size.
	Close	Click to close.

Note: When an icon is highlighted blue, it indicates that it is activated / on, whereas when icon is gray it is deactivated / off.

Save / Save As

When first creating a custom listing, only the Save button displays in the bottom right corner. Once a visualization is saved, both the Save and Save As buttons will display. 

Upon opening a previously saved custom listing in the designer, the title is displayed on the toolbar, followed by the word Preview.

The Save Custom Listing window will open when you click Save for the first time or by clicking Save As. 

Tip: Clicking Save As on an existing listing allows you to duplicate the listing with another name or save the listing as a new one with different settings from the original listing, whereas clicking Save updates the existing listing.

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 listing will be saved.

   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 master header of the Data Central Landing page.

3. Select the Public or Private radio button. Only selectable with Data Central Designer privileges.
4. Select the Roles (visible when saving public only, grayed out if the visualization is private). Users with the selected role(s) will see and have access to the listing.
5. Update the Scope: By default, the study you are currently in is selected. Click the drop-down next to Therapeutic Areas, Compounds, Programs, or Studies, and update as needed.
6. Click Save to confirm save settings or Cancel to cancel changes.

Edit a Custom Listing

Custom Listings can be edited for their content, which includes the data they represent, the columns, and filters. Custom Listing settings (found in the Save window) can also be updated and saved under a new name, to a different folder location, changed from private to public (Data Central Designer privileges required), assigned different roles (if public), and adjusted with a new scope. 

Edit Content

1. Hover over the listing name you wish to edit.

2. Click on the Edit icon (the pencil).
   

   Note: You many also click the pencil (edit) icon in the published listing's toolbar to open the designer.

3. The Custom Listing Designer window opens. 
    
4. Edits can be performed on all fields in the Columns or Filters sections in the same way as when creating the listing.
5. Click Save to save edits to the listing you are viewing OR click Save As to save as a new listing.

Edit Listing Generated by elluminate Assist

1. Hover over the custom listing generated by elluminate Assist. Click the Edit icon next to the custom listing or if the custom listing is open, click the Edit icon in the toolbar on the header.
2. The Custom Listing Designer window opens with a preview of the listing alongside the SQL query displayed in a SQL Editor.
3. Modify the query as needed, then click the Validate & Update Preview button. Note that if a user modifies the SQL, the Save button remains disabled until they click Validate & Update Preview.
   
4. After updating and validating the syntax and results, click Save to keep changes and exit Edit Mode.

Edit Listing 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 updates in the Save window.
4. Click Save to confirm changes or Cancel to cancel.

Delete a Custom Listing

Saved Custom Listings, 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 located on the right in the master header. The Manage window opens.
   

2. Hover over the name of the item you want to delete.

   Tip: Hover over the icon at the left of the item name to see a tooltip that identifies the type of item, for example, Saved Workspace, Advanced Filter, Listing 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).