Create and Manage Histogram Charts in Visualizations

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 Histogram is a data visualization that shows the distribution of continuous numerical data by grouping values into bins (ranges) and representing their frequency (count) of values with bars. Unlike bar charts, which compare categorical data, histograms are used to analyze patterns and trends in numeric datasets.

Histograms are commonly employed to visualize distributions of patient ages, drug dosages, and durations of adverse events. This visualization helps identify patterns, such as whether most values cluster around a certain range or if there are outliers.

Create a Histogram Chart

Start from the left navigation, locate the Visualizations section, and click the '+' New Visualization icon.
Click Histogram to open the chart designer window.
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 visualizations. Although users cannot view or query these tables directly, they can request histogram charts that utilize the data from them. Any histogram chart 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.

Customize Measures

For the histogram chart, only one measure can be selected, and it must be a numeric value to display a frequency distribution.

Drag the AGE field into the Measures area within the designer, and a pop-up will appear with configuration options for the measure. You many also click the 3-dots next to the measure to open the pop-up.
The data in the chart can be distributed in two ways: either by bin width or by the number of bins.
- Bin Width: This sets a fixed range for each bin, grouping data into equal intervals. For example, based on the underlying data, a bin width of 5 creates age groups of 21-25, 26-30, 31-35, and so on. This provides evenly spaced age groupings for analysis.
- Number of Bins: Specifies the number of bins the chart will have, with the range for each bin calculated automatically. In this case, selecting 10 bins divides the data into 10 equal age ranges of 4.4 years. This option adjusts the bin size dynamically based on the overall data range of the underlying data.
The Label is automatically generated by default but can be updated if desired.
Click OK, and the chart preview updates:
The visualization displays a chart with the x-axis indicating ranges of years for grouping age, while the y-axis shows the number of subjects in each age range.
Important: A warning message will appear when a user attempts to use more than 4096 records and only the first 4096 records will be displayed in the chart.

Add a Filter to a Measure

A filter can be applied to a measure using fields that belong to the same domain as the measure. Keep in mind that only one filter condition can be applied to the measure.

Click the Filter icon next to the measure to open the pop-up.
The default setting is Include Selections, which can be changed to Exclude Selections if preferred.
Click in the Filter Field textbox to open the drop-down menu and select the field to filter by. In this example, SITE (Site Name) was selected.
Open the Operator drop-down menu and choose from the available options: =, <, >, Null or Empty, or Between. In this example, '=' has been selected.
Select the values to filter to in the Filter Value drop-down menu. This example includes Mansfield Hospital, Mayo Clinic, Oncology Center of PA, Sacred Heart Medical Center, and St Mark's Hospital.

Note: After defining any filter for the chart, the filter icon will become shaded.

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

Dynamic Filters

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

Turn on Dynamic Filters by clicking the toggle switch.
Click the Optional Default Filter Value(s) textbox to select the default values that the published chart filters to when opened. In this example, all five values are set as defaults, which means the chart will open filtered by all five selected values.
If no default value(s) are configured, the chart 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.
When viewing the published chart, 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.
Select the values to filter, then click Apply, and the chart will immediately reflect the applied filter.
Note that now the blue box shows the number of values selected, which is 3 in this case.

Chart Filter Section

The filters applied in this area affect the entire visualization and are not limited to a single domain like the filters for measures. This flexibility makes filter creation more versatile.

From the Fields section, locate the field SUYN (Has tobacco ever been used?) in Clinical > Smoking History and drag it to the Filters section.

Keep the default Include Selections. Accept the '=' operator, then click on the Filter Value(s) and select the desired value(s) from the drop-down. Click OK, and the selected filter value will be reflected in the chart.
In this example, to use Dynamic Filters, turn the toggle switch on. Click on the Filter Values(s) and Select All. Click on the Optional Default Filter Value(s) and Select All. Click OK to proceed.
A drop-down menu will appear at the top of the published chart, allowing you to select the filter value(s). When hovering over any filter drop-down, a tooltip will appear displaying the selected value(s).
To add additional filters to the chart, simply drag the desired field from the Fields section to the Filters section. In this example, AETOXGR (Toxicity Grade) from the Adverse Events domain is selected. After completing steps 1 and 2, click OK. A filter drop-down will then appear at the top of the chart, allowing users to dynamically select the Toxicity Grade.
Up to 25 filters may be added to the chart.

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 text field above the preview in the chart designer. When the published visualization is viewed, this description will appear at the top of the chart.

Export / Import Chart Configuration

After creating or editing a chart, the chart configuration can be exported directly from the designer. This allows users to easily replicate their charts across different environments, eliminating the need to recreate them manually. To export, click the Export icon in the upper right corner of the chart's designer window.

When importing a chart configuration, the created chart must match the exported chart type to ensure compatibility and consistency. To import a chart configuration, click the '+' New Visualization icon. After the designer window opens, click the Import icon in the upper right corner.

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

Toolbar Actions

Each chart includes a toolbar in the top right corner (in both the chart designer and the published chart), with icons that vary based on the chart type. Below are the icons available for a Histogram chart.

ICON	ICON NAME	DESCRIPTION
	Edit	Click to open chart 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.
	Show Table / Show Chart	Allows users to toggle between the chart and the underlying data in tabular format.
	Tooltips	Click to activate / deactivate the tooltips that display when hovering over a chart.
	Rotate Chart	Click to rotate the chart (switch the x-axis and y-axis).
	Zoom Out	Click to zoom out and view the entire chart (without the scrollbars on top). By default, a chart opens, displaying a readable amount of data, and the user can use the scrollbar at the top to move right and 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 advanced chart configuration).
	Exporting	Click to access a drop-down menu to print or export to PDF, PNG, or JPG.
	Advanced	Only in the chart designer; click to open the Advanced Chart Settings, which opens on the left side.
	Dock	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.

Advanced Chart Settings

The advanced settings enable a user to specify the dimension axis settings, legend settings and more, tailoring the view for the chart's purpose.

The To open the Advanced Chart Settings window:
- Click the Advanced button at the bottom right of the chart designer window.
- Click on the Advanced icon to the right in the chart designer toolbar.
- The Advanced Chart Settings window opens at the left displaying the current settings.
Axis Representation: This setting determines how data is displayed on the y-axis. Absolute shows the count of values in each bin, while percentage displays the proportion of values relative to the total dataset.
- Absolute
- Percentage
- Both
- Both Reversed
Value Axis Position:
- Left
- Right
Bin Axis Position:
- Bottom
- Top
Bin Axis Label Display:
- Standard
- Stagger
- Rotate
Bin Axis Label Visibility:
- Show
- Hide
Zoom Type:
- Box
- X-Axis
- 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.
Palette:
- Many color schemes to choose from (Material is default).
Horizontal Reference Line:
- Upper Limit
- Lower Limit
  - Click the '+' sign to add additional reference lines.
  - Click the 'X' to remove lines.
  - To reset, click the back arrow.
  - Click on the 3-dots, and a configuration pop-up will provide options to enter a label, choose the line color, adjust the line width, select the line style, and highlight outlying data.
Horizontal Highlight Strip:
- Start Value
- End Value
  - You can add additional strips by clicking the '+' icon.
  - Remove them by clicking the 'X' on the right.
  - To reset, click the back arrow.
  - Click the 3-dots on the right to open a configuration pop-up for the highlight color, font color, and label.
Chart Notes:
- Add text to describe the chart. Once a note has been added, the icon in the toolbar will be displayed.
To close the Advanced Chart Settings window:
- Click the 'X' in the top right corner.
- Click the Advanced button on the bottom right of the page.
- Click the Advanced icon in the toolbar.
Click Save to save your changes, or click Cancel and any changes are canceled.

Save / Save As

When first creating a visualization, 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 visualization in the chart designer, the title is displayed on the toolbar, followed by the word Preview.

The Save Chart window will open when you click Save for the first time or Save As.

Tip: Clicking Save As on an existing visualization allows you to duplicate the chart with another name or save the visualization as a new one with different settings from 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 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.
Select the Public or Private radio button. Only selectable with Data Central Designer privileges.
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 visualization.
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.
Click Save to confirm save settings or Cancel to cancel changes.

Edit a Histogram Chart

Visualizations can be edited for their content, which includes the data they represent, the description, and advanced settings. Visualization 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

Hover over the visualization name you wish to edit.
Click on the Edit icon (the pencil).
Note: You many also click the pencil (edit) icon in the published chart's toolbar to open the designer.
The Box and Whisker Designer window opens.
Edits can be performed on all fields in the Measures or Filters sections in the same way as when creating the chart.
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.

Edit Chart Configuration

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 Cancel 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 located on the right in the master header. The Manage window opens.
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, or type of Visualization.
Click the Delete icon.
In the Delete Item confirmation window, click Delete (or click Cancel to cancel your action).