Permissions: Any Data Central user can view, create, and edit visualizations, but users must have the Data Central Designer privilege to save a visualization as public or edit public visualizations.
Data Central Visualizations allow users to view, create, edit, and save charts, custom listings, and pivot tables in Data Central. Visualizations can be saved as private or public and scoped to one or multiple studies. These visualizations can be used within Data Central like listing panels and can be docked, resized, and saved as part of a Data Central workspace. Data Central Visualizations help users identify outliers and trends in their data. Any study domain configured to display in Data Central can serve as a data source for these visualizations. Currently, the visualization types include Combo (bar / line), Pie, Scatter / Bubble, Box & Whisker, Timeline, Custom Listing, Pivot Table, Treemap, and Histogram.
Note: System Tables contain operational data that can be used in visualizations. While non-eCS users cannot create visualizations on these tables themselves, they can request visualizations through their eClinical Solutions Project Manager, Customer Success Manager, Implementation Consultant, or Tech Services representative. Once created, any user with access to the visualization can view and use it. Tables available for request include: Issue - Tracks issues raised during data review.
Protocol Deviation - Stores protocol deviation records with details.
Protocol Deviation Comments - Stores comments on protocol deviations.
Query - Stores queries to sites.
Review Cycle Status - Tracks review cycle progress.
Review Objectives - Defines goals for data review processes.
Review Objectives Domains and Fields - Links objectives to specific domains and fields.
Review Objectives Review Materials - Associates roles responsible for review tasks.
Review Objectives Reviewer Roles - Assigns roles responsible for review tasks and risks.
Review Objectives Risks - Identifies risks linked to review objectives.
Review Status Metrics by Domain and Role - Measures review progress by domain and role.
Review Status Metrics by Domain and Role and Subject - Tracks review completion per subject, domain, and role.
Subject - Contains subject identifiers and demographics.
View a Visualization
In the left navigation, expand the Visualizations section by clicking the collapse / expand icon. Two folders are available: elluminate and Custom. Click the folder or the collapse / expand icon to view its contents.
- The elluminate folder contains pre-configured, out-of-the-box visualizations for all Data Central users. The displayed visualizations depend on the study configuration and user permissions.
- The Custom folder contains visualizations created by users and saved as Public, along with private visualizations created by that user. Private visualizations appear in italics. Users must have the Data Central Designer privilege to save a visualization as Public, which allows everyone access. Hovering over a visualization name in the left navigation displays the Edit and Configure icons if the user has the required privileges.
Open a Visualization
- Click the visualization name.
- The visualization opens in a new panel in the sheet.
- Dock the panel to the sheet to use the visualization with other panels.
Available Menu Actions
- Search through the list of visualizations by clicking the Search icon and entering text into the Search field. As text is entered, matching visualization names. After text is entered, an 'X' icon displays in the Search field. Click the icon to clear the search and reset the list to its unfiltered state.
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Click the New Visualization (+) icon to create a new visualization. For details on how to create and manage the different types of visualizations, go to the specific article in the Data Central Visualizations section.
- Click the collapse / expand icon or the folder name to view available sub-folders and visualizations.
Visualization Filters for All Panels
When working with visualizations, users can apply Visualization, Global, Panel (custom listings only), and Advanced Filters. Click the Filter Panel icon in the master header to open the Filter Panel over the left navigation. Visualization filters can affect all open panels in the workspace or only a specific visualization.
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When one or more segments are selected from a chart, legend, label, or pivot table, the selection filters all relevant charts and listings that share the same underlying domain. Filters cannot be applied using a mix of chart sections, labels, or legend items. The originating visualization does not reflect the applied filter; filtered results appear only in the other panels within the workspace.
On the AEToxGrade chart, the Grade 1-Recovered (104 records) and Grade 2-Not Recovered (66 records) sections were selected. The solid color changes to striped to indicate they are filter selections. Note that the AE listing has been filtered to 170 rows, and all other panels display only records that match the selected values.
Note: Filters can be applied to only one visualization at a time. Clicking a selection in a different visualization clears the filter selection in the previous visualization and replaces it with the new selection.
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To view applied visualization filters, navigate to the Filter Panel on the left and locate the Visualization Filters section. The section header features a blue badge indicating the number of filter values. A filter pill below the header displays the chart name and filter criteria. Click the filter pill to view the filter details, which are shown as a table or a comma-separated list.
Custom listings display a blue badge indicating the number of records. Click this badge to view all filters applied to the custom listing. The blue badge displays the number of records in the filtered results. When filters are active, white filter icons appear inside the badge. This opens a popout that summarizes all current filters on the listing.
Charts display a blue badge indicating the number of segments shown. Click this badge to view all filters applied to the chart. The number in the badge updates to show the segments selected after filtering.
- There are several ways to clear a Visualization Filter:
- Click the striped section of the chart to remove the filter. The section changes back to solid.
- Click in the white space of any chart.
- In the Filter Panel:
- Click the Clear Filter
icon in the header of the Visualization Filters section.
- Click the 'X' to the right of the filter pill, in the Filter Panel.
- Click the filter pill to view details, then click the 'X' to the right to clear.
- Click the Clear Filter
Visualization Filter for Charts & Custom Listings
These filters only apply to the specific chart or custom listing where the filter was configured and do not display in the Filter Panel.
- Click the Add Filter icon in the chart or custom listing toolbar. A popout opens.
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Enter the Domain.
- Use the default setting, Include Selections, or change to Exclude Selections.
- Click Operator to open the list and choose =, <, >, Null or Empty, or Between.
- Click Filter Value(s) to open the list and select the values to filter by.
- Click OK. This filter only impacts the visualization to which it has been applied and does not display in the Filter Panel.
- To remove, click the Edit Filter icon, then click the 'X' next to the filter condition. After clearing the filter, the domain name persists. To reset the domain, click in the Domain field and select another domain.
Pivot Table Filters
When one or more cells are selected from a pivot table’s values, column headers, or row labels, the selection filters all related charts and listings based on the same underlying domain. Selections must come from a single area: values, column headers, or row labels, and cannot be combined. For clarity, cells display a gray background when hovered over and a blue background when selected, helping identify selectable areas and active selections. Applied filters are shown in the Visualization Filters section of the Filter Panel and can also be viewed by clicking the blue badge in the pivot table header. Click the filter pill to see detailed filter criteria.
Global & Panel Filters for Custom Listing
- Click any column header to open a popout menu with sorting and filter options. Click Filter to open the list of values.
- Use the default setting, Include Selections, or change to Exclude Selections.
- Use checkboxes, numeric fields, or date pickers to enter filter values. Use the Search field to quickly find items in lengthy lists.
- There are three button options available:
- Filter Rows: Applies a filter only to the rows in the Custom Listing. A corresponding filter pill appears in the Panel Filters section of the Filter Panel. Refer to the Visualization Filters section for more details.
- Filter Subjects: Applies a subject-level filter across all panels within the workspace. A filter pill appears in the Global Filters section of the Filter Panel and the Master Header. See the Global Filters section for additional information.
- Clear: Removes all filters from the column.
Global Filters
Global Filters apply to all sheets in a workspace, filtering the subjects in all other panels that meet the Global Filter conditions.
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Right-click the section of the chart to filter by. The Filter Subjects option filters all subjects across every panel in the workspace, allowing for focused analysis of specific subject groups and their related data.
For example, to view only subjects without a serious adverse event in Toxicity Grade 3, right-click the relevant section of a chart and select Filter Subjects from the sub-menu. Now, every chart and listing in the workspace is filtered by the subjects that meet the specified Global Filter conditions.
Note: The option Filter To Selected Records functions the same way as Visualization Filters.
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Global Filters can be viewed and edited in several locations within the workspace. Clicking the blue badge displays a popout menu containing details.
- Global Filter pills display in the master header.
- Filter pills appear in the Global Filters section of the Filter Panel.
- Click the blue badge in any Listing or Visualization panel for a popout menu with the Global Filter pills.
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Click any Global Filter pill to edit or clear the filter. Note that any changes made to a Global Filter affect all panels and sheets in the workspace.
Tip: When a Global Filter is applied, regardless of the complexity, it narrows down the subject list, ensuring that all open panels display records only for those subjects.
- Global filters can be cleared in several ways:
- Click the X to the right of the Global Filter pill in the master header, Filter Panel, or filter popout in a Listing panel.
- Click the Clear Filter icon in the header of the Global Filters section of the Filter Panel.
- Click the Clear button in the filter details popout that appears when any Global Filter pill is clicked.
Note: To clear all filters across every panel on a workspace sheet, click the Clear Filter icon at the top of the Filter Panel. A confirmation popout opens.
Panel Filters
Panel Filters apply only to listings or custom listings and are created within the listing panels of a workspace sheet and display in the Panels section on the Filter Panel. For more details on creating and working with Panel Filters, see the Use Filters in Data Central article in the Data Central section.
Advanced Filters
Advanced Filters are supported by visualizations in Data Central, meaning visualizations will respond to any Advanced Filters selected. Once an Advanced Filter is created, it can be applied across charts and listings, allowing visualizations to update dynamically based on the filter criteria. This provides consistent filtering across listings and visualizations and supports reusable, complex logic. For more information on creating and using Advanced Filters, see the Use Filters in Data Central article in the Data Central section.
Dynamic Filters
All visualizations can be configured with Dynamic Filters, allowing users to specify fields and values to be used for filtering, enabling additional interactivity. These filters appear as popout menus at the top of the visualization.
To use a Dynamic Filter, click the arrow. A popout menu displays, allowing users to select filter values. The visualization updates accordingly once Apply is clicked.
Note: These filters only apply to the specific visualization and do not affect other panels.
Dynamic Dimensions
Charts with Dynamic Dimensions enable users to switch between dimensions, prompting the chart to update automatically. The dynamic dimensions are presented at the top or bottom of the chart along the x-axis in two different formats, appearing as toggle buttons or a popout menu.
In the chart above, notice that there are toggle buttons for SITE, AETOXGR, and AEOUT with the SITE button selected. Click the other buttons to view the chart by that field.
This chart uses a popout for selecting the dimension, and the AEOUT field is selected. The popout list is helpful when there are too many toggle buttons, or the labels are too long.
Dynamic Measures
Charts with Dynamic Measures enable users to customize their displayed measures by selecting fields from the popout list. The chart then updates automatically based on the selections.
A bolded label with an arrow appears along the y-axis if Dynamic Measures have been configured. The popout list has the measures to choose from with a checkbox beside each one. As fields are checked or unchecked, the chart updates accordingly, displaying additional axes on the right side of the chart with a value range and axis label.
Note: If the chart has been rotated, the dimensions are along the y-axis and the measures along the x-axis.
Toolbar Icons & Actions
Each visualization type includes a toolbar. The icons vary depending on the chart type being viewed and the user's permissions. Most visualizations have similar toolbar functions; however, some icons are unique to specific visualizations.
Click the 3-dot icon in the toolbar to open a popout menu with additional options for interacting with the visualization. This menu provides access to less frequently used features that are hidden from the main toolbar to keep the interface clean and focused. The Chart Designer does not use the 3-dot menu icon, as all available actions are shown directly in the toolbar.
Hover over the icon to view its label. When an icon is highlighted blue, it is active. When an icon is gray, it is inactive.
| Icon | Icon Name | Description |
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| Edit | Click to open the Chart Designer window. | |
| Add Filter | Opens a popout to enter filter parameters specific to the panel. This filter is not shown in the main Filter Panel in the left navigation. When the icon is shaded blue, the filter is active, and the icon changes to Edit Filter. | |
| 3-dot | Opens a popout with additional visualization options. This icon provides access to less frequently used tools that are hidden to keep the toolbar streamlined. | |
| 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). | |
| Legend | Click to show or hide the legend on the chart. | |
| Series Label | Click to show or hide the series label on the chart. | |
| Crosshairs | Deactivated by default; click the icon to activate. Crosshairs display when the user hovers over the chart. | |
| Zoom Out | After zooming in on a section of the chart, click to reset the chart. | |
| Drag to Zoom | Click to activate. Once it is activated, click and drag over the section of the chart to zoom in on. | |
| Chart Notes | Available when a note was added in the designer window. Click to see the note in a popout. | |
| Export / Exporting | Click to export a chart as PDF, PNG, or JPG. A custom listing can be exported to 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. |
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| Dock Item | Click to dock the visualization to the worksheet. |
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| Maximize | Click to maximize the visualization. |
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| Restore | Click to restore the visualization to its previous size. |
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| Close | Click to close the visualization. |
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| Next Page | Navigate to the next page in the listing. Unique to Custom Listings.
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| Previous Page | Navigate to the previous page in the listing. Unique to Custom Listings.
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| Search | Find a column in a data or custom listing. The Search icon provides a list of all displayed column names and labels. Type to search or scroll through the list to locate a column. After entering text in the Search field, an 'X' icon displays. Click the icon to clear the search and reset the column list to its unfiltered state. Unique to Custom Listings.
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| Range Selector | Becomes available when there are over 50 x-axis values. When activated, it displays at the bottom of the chart. Unique to Box & Whiskers, Combo and Timeline charts. | |
| Show Table | Click to toggle between the chart and the source data table. Unique to Box & Whiskers and Histogram charts. | |
| Expand / Collapse | Click to expand or collapse all rows and columns. Unique to Pivot tables.
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| Show / Hide Totals | Click for options to hide row, column, or population totals. Population totals are only available when more than one domain is added. Unique to Pivot tables. |
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| Truncate | Click to wrap or truncate row and column text. Unique to Pivot tables.
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| Show / Hide Labels | Click to show or hide the row and column labels. Unique to Pivot tables. | |
| Create Chart | Click for options to create a Combo or Scatter chart based on the data in the pivot table. Unique to Pivot tables. |
Tip: The toolbar contains a unique set of icons for each type of visualization. Hover over an icon to learn its function.