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 TreeMap chart is a hierarchical data visualization that represents categories and subcategories as nested rectangles. The size of each rectangle corresponds to the number of records. A TreeMap is useful for displaying proportions within a dataset and quickly identifying dominant categories. Data Central Visualizations supports two dimensions, enabling users to drill-down from the primary dimension to a secondary one, with measures automatically calculated based on record counts.   

Create a TreeMap Chart

1. Start from the left navigation, locate the Visualizations section, and click the '+' New Visualization icon.
2. Click TreeMap to open the chart 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 AETERM_SOC (Reported Term for the Adverse Event) field in the Clinical data store and the Adverse Events domain by typing part of 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 treemap charts that utilize the data from them. Any treemap 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.

Define Dimensions

A Dimension is a field that segments or categorizes data, generating distinct rectangles for each category. 

1. Drag the AETERM_SOC field into the Dimensions area within the designer, and the chart will update to display the field values as colored rectangles. By default, it also includes a measure that counts the records. For more details see the Define Measures section.

   The size of each rectangle reflects the number of records, so larger rectangles indicate a greater number of records. When hovering over a rectangle, a tooltip shows the category and the number of records.

   

2. The TreeMap is hierarchical in nature, so the secondary dimension should include subgroups of the primary dimension to allow for drill-downs. Find the AETERM (Reported Term for the Adverse Event) field and drag it over to the Dimensions area as the secondary dimension. Note that a maximum of two dimensions can be added.

   

3. The chart updates with drill-down functionality. Clicking on any of the rectangles will update the chart with the details from the secondary dimension.

   

   For example, there are 16 records for Nervous system disorders. By clicking the rectangle, the chart updates to display the breakdown of the 16 AETERM records. Hover over the rectangle for details.

   

   Click on any part of the breadcrumb at top of chart to return to the previous view.

4. The labels for the TreeMap chart are generated automatically.

Add a Filter to a Dimension

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

1. Click the Filter icon next to the AETERM_SOC field to open the filter pop-up.
2. The default setting is Include Selections, which can be changed to Exclude Selections if preferred.
3. Click in the Filter Field textbox to open the drop-down and select the field to filter by. In this example, SITE (Site Name) was selected.
4. Open the Operator drop-down and choose from the available options: =, <, >, Null or Empty, or Between. In this example, '=' has been selected.

5. 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 (Dimensions, 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 located at the top of the finalized chart. When viewing the chart, users can pick one or multiple values from the drop-down, which immediately updates the chart 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 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.

3. 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.

   

4. 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. 

Define Measures

By default, the field designated as the primary dimension is also automatically included as a measure. In this example, the AETERM_SOC field is added as a measure using a count aggregate. Note that the aggregate will always be a count in the TreeMap chart. You have the option to replace the measure or add another measure.

For instance, this measure tracks the number of adverse event records for each category. If you want to see the count of subjects who experienced adverse events in each category, simply replace the AETERM_SOC field with the SUBJECT field in the measure.

Tip: Hovering over the measure will display a tooltip with details.

Add a Dynamic 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 a Measure.

1. Click the Filter icon next to the measure to open the pop-up.

   

2. The default setting is Include Selections. To change the default, click the Exclude Selections radio button.
3. Click the Filter Field textbox and select the field AESER (Serious Event) from the drop-down.
4. Click the Operator field and select '='.
5. Click the Filter Value(s) field and select values from the drop-down. Both have been selected.
6. Activate the Dynamic Filter toggle for a filter drop-down to display on the published chart.
7. Click the Optional Default Filter Values(s) field to select the default values with which the chart will open. In this case, both values are set as defaults.   
8. Click OK to close the pop-up. The chart will now have a drop-down at the top, allowing users to filter the chart by the selected values. 

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 dimensions and measures. This flexibility makes filter creation more versatile.

1. From the Fields section, locate the field SUYN (Has tobacco ever been used?) in the Smoking History domain 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.

2. In this example, to use Dynamic Filters, turn the toggle switch on. Click on the Filter Values(s) and Select All. Then, click on the Optional Default Filter Value(s) and Select All. Click OK to proceed.

   

3. A drop-down 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).

   

   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 and it will download the configuration file.

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 and select TreeMap. 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 charts created by other users.

Toolbar Actions

TreeMap charts feature a toolbar in the top right corner of the published chart only; the designer has no toolbar. Below are the icons available for a published TreeMap chart.

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.
	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 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. 

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

1. Enter the Name of the Chart (maximum 100 characters allowed).

2. 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.

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 visualization.
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 TreeMap Chart

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

1. Hover over the visualization 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 chart's toolbar to open the designer.

3. The TreeMap Designer window opens. 
    
4. Edits can be performed on all fields in the Dimensions, Measures, or Filters areas in the same way as when creating the chart.
5. Edit the Description.
6. Click Save to save edits to the chart you are viewing OR click Save As to save as a new chart.
    

Edit 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 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.

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, 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).