Permissions: Any Data Central user may create, save, and edit a visualizations privately for personal use. Saving a visualization as public or editing an existing public visualization requires the Data Central Designer privilege.

A Pie chart is a circular chart that shows how a total is divided into its component parts. Each slice signifies a specific category, with the size of the slice reflecting a measure or value. This type of chart makes it easy to identify which categories contribute the most or least to the overall total.

Create a Pie Chart

1. From Visualizations in the left navigation, click the New Visualization (+) icon.

   

2. Click Pie to open the chart designer window.

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

   

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

Note: System Tables contain operational data that can be used in visualizations. Users cannot view or query these tables directly, but can request visualizations that use their data. Any table created from System Tables is visible and usable by all dashboard viewers when 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, enabling distinct slices of the pie to be generated for each subgroup. Dimensions are usually categorical or discrete variables, such as toxicity grade, outcomes, sex or ethnicity. This type of chart can only accommodate one dimension.

• Drag a field that can be categorized into the Dimension section. The preview shows all the values of the field as separate slices of the pie. (By default, it also adds a measure with the count of records for each slice. For more details, see the Define Measures section.)

  

Add Dynamic Dimensions

This chart supports optional Dynamic Dimensions, which allow the user to switch between dimensions, prompting the chart to update automatically. The dynamic dimensions are presented at the top of the chart along the X-axis in two formats: toggle buttons or a popout menu. 

1. To add additional Dimensions (optional) that can be toggled between dynamically, click the 3-dot icon to the right of the field in the Dimensions section, and the Dynamic Dimensions popout opens. 

   

2. Click Additional Dimensions and select fields from the popout. This list contains all the fields in the selected dimension's domain. Select appropriate fields that can be categorized for the dynamic dimension(s).  
   

   Note: Up to 10 Dynamic Dimensions can be selected within the same domain.

3. Display As Pills is checked by default. This option determines how dynamic dimensions are displayed on the chart along the top X-axis.
4. Labels are automatically generated for all dynamic dimensions. 
5. To remove a dimension, click the 'X' to the right of the field name.
6. After configuring the dimensions, click OK.

The published Pie chart displays the dynamic dimensions as either pills or a popout along the top X-axis from which to select. The chart updates based on the selection for the dimension.

When Display as Pills is checked, click a pill to toggle between dimensions:

When Display as Pills is unchecked, there is a popout to select the dimension to view:

Dimension Options

Click the 3-dot icon in the header of the Dimensions section. 

Update the primary dimension axis sort to be ascending or descending, and specify whether to sort by the Dimension or Measure.

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 display in the chart. 

Define Measures

By default, the field added to the Dimensions section is also automatically added to the Measures section. Users can keep this as the measure or remove it by clicking the 'X' to the right. To replace it, simply drag a different measure into the Measures section. Note that only one field can be added to the Measures section at a time, and pie charts do not support dynamic measures.

1. To configure the measure click the 3-dot icon on the right to open the popout.

   

2. Select the Aggregate: Count Distinct, Count (default), Sum, Average, Minimum, Maximum, Standard Deviation and Variance.
3. By default, the Label is automatically generated but can be updated.
4. Click OK.

Apply Filters to Dimensions / Measures

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

1. Click the Filter icon to the right of the field name to open the popout.
2. Use the default setting, Include Selections, or change to Exclude Selections.
3. Click Filter Field to open the list and select the field to filter by.
4. Click Operator to open list and select =, <, >, Null or Empty, or Between. 

5. Click Filter Value(s) to open list and select the values to filter by.

    

6. Click OK. The chart opens filtered by the selected values and the filter icon becomes shaded.

Tip: Click in the whitespace to close the popout if the OK button is not visible.

Note: To filter out NULL values for a measure, dimension, or the entire Pie chart, select the Exclude Selections radio button and then choose the field to filter. Select the Null or Empty operator and click OK.

Note that the Dynamic Filter option is not allowed for the Null or Empty operator.

Apply Dynamic Filters

Dynamic Filters let users select predefined values from a popout menu at the top of the published chart. When viewing the table, users can pick one or multiple values from the popout menu, which immediately updates the chart to display the selected filter values.

Dimension, Measure, and Chart filters can be configured as dynamic.

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

2. Click the Optional Default Filter Value(s) and select the default values for the published chart. The list displays values that are defined in the original filter before it is converted to a dynamic filter. When opened, the chart is filtered using the selected defaults.

   If Select All is checked, the chart opens unfiltered, allowing viewers to choose values in the dynamic filter; the chart updates as selections change. 

   

   If no default value(s) are configured, the chart opens filtered by the first value in the list. 

3. Click OK. 

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

Apply Chart Filters

The filters applied in this section 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, select a field to filter the entire chart by and drag it into the Filters section and a popout opens. 
2. Use the default setting, Include Selections, or change to Exclude Selections.
3. Click Operator to open list and choose =, <, >, Null or Empty, or Between.
4. Click Filter Value(s) to open list and select the values to filter by.
   
5. Click OK. The chart opens filtered by the selected values. Up to 25 filters may be added. 
6. To apply Dynamic Filters to the chart, refer to the Apply Dynamic Filters section.

Note: Each Dynamic Filter, whether defined for a Measure, a Dimension, or at the Chart level, appears as a popout menu at the top of the published chart, allowing users to select one or more values. When users hover over any filter control, a tooltip shows the current selections.

Reorder / Remove Fields

Fields can be reordered or removed from any section in the designer window.

• Reorder Fields: Click and hold the 6-dot icon next to a field and drag it above or below another field.
• Remove Fields: Click the 'X' at the right of a field.

Add 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 appears at the top of the chart. 

Export / Import Pie 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. 

Export a Pie Chart Configuration

To export, click the Export icon in the upper right corner of the chart's designer window and it downloads the configuration file.

Import a Pie Chart Configuration

When importing a chart configuration, the created chart must match the exported chart type to ensure compatibility and consistency. 

1. Click the New Visualization (+) icon and select Pie. 
2. After the designer window opens, click the Import icon in the upper right corner. 
3. In the popout, upload the configuration file.

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 Pie chart.

Icon	Icon Name	Description
	Edit*	Click to open Chart Designer window.
	Add Filter*	Click to open a popout 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.
	Tooltips	Click to activate / deactivate the tooltips that display when hovering over a chart.
	Legend	Click to show / hide legend. Show legend is active by default, click to hide the legend.
	Series Label	Click to show / hide series labels within the chart.
	Chart Notes	Click to see Chart Notes (added during advanced chart configuration).
	Exporting	Click to access a popout 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 the worksheet.
	Maximize*	Click to maximize visualization.
	Restore*	Click to restore the visualization to previous size.
	Close*	Click to close panel.

* Available in published chart only 
** Available in designer only

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

Advanced Chart Settings

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

1. To open the Advanced Chart Settings window:
   • Click the Advanced button at the bottom right.
   • The Advanced Chart Settings window opens at the left displaying the current settings.
2. Legend Position:
   • Outside
   • Inside
3. Legend Horizontal Alignment:
   • Center
   • Right
   • Left
4. Legend Vertical Alignment:
   • Bottom
   • Top
5. Palette & Custom Palette:
   • Standard palette selector with schemes to choose from (Material is default).

   • Click the Toggle Custom Palette icon, which opens a custom color selector for the current dimension. The popout allows users to select another dimension if using Dynamic Dimensions.

     

   • Each unique value in the selected dimension is listed with a custom color picker, where users can use a slider, enter RGB, or Hex values.
   • Use the Reset Colors icon to restore the last configuration or the Clear Colors icon to revert to the default palette.
   • Custom selections are stored with the chart and are preserved when the chart configuration is exported and imported into another chart.
6. Chart Notes:
   • Add text that describes the chart. Once a note has been added, the icon in the toolbar is activated.
7. To close the Advanced Chart Settings window:
   • Click the 'X' in the top right corner.
   • Click the Advanced button on the bottom right of page.
   • Click the Advanced icon in the toolbar.
8. Click Save to save the 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 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 opens when users click Save for the first time or by clicking Save As. 

Tip: Clicking Save As on an existing visualization allows users 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, users can enter or edit Save options.

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

2. Select the folder where the chart is to be saved.

   Note: If users have the Data Central Designer privilege, they 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. Users with the Data Central privilege only see Private as an option; Public is also available for users with the 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) see and have access to the visualization.
5. Update the Scope: By default, the study the user is currently in, is selected. Click the popout 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 Pie 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

1. Hover over the visualization to edit.

2. Click the Edit icon. The Pie Designer window opens.
   

   Note: Users may also click the Edit icon in the published chart's toolbar to open the designer window.

3. Edit any field in the Dimensions, Measures, or Filters sections as needed.
4. Edit the Description.
5. Access Advanced Settings and make any changes.
6. Click Save to update existing chart OR click Save As to save as a new chart. 
    

Edit Settings

1. Hover over the visualization to edit the settings.
2. Click the Configure 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 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 the action.