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 Box and Whisker chart, also known as a box plot, is a straightforward way to visualize the distribution of data by displaying the dataset's middle value (median), spread (quartiles), upper and lower extremes, and any outliers. The 'box' encompasses the middle half of the data; the line inside the box signifies the median, the red diamond indicates the mean, and the 'whiskers' extend to the smallest and largest values within a specific range, with outliers plotted separately. The chart also reveals whether data is concentrated more on one side (skewness) and how much the values vary (variability).

In order to see multiple box plots arranged side by side for direct comparisons across categories, a Dimension must be added, although it is optional. Without a dimension, the data displays as an aggregate. 

Create a Box & Whisker Chart

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

   

2. Click Box and Whisker 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). After entering text, an 'X' icon displays in the Search field. Click the icon to clear the search and reset the field list to its unfiltered state.

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 that visualizations be built on their behalf 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. 

Define Measures

A Measure in a Box and Whisker chart is a numeric field that calculates the values for means, medians, quartiles, and outliers. Box and Whisker charts support dynamic measures, allowing users to select from multiple measures to display. 

• Drag a field with numeric values to the Measure (y) section, and the Preview displays all values for the measure. Only one measure can be viewed at a time.

  

Add Dynamic Measures

1. Users can add additional measures (optional) to the chart, where they can toggle between the measures for viewing. Click the 3-dot icon on the right of the measure to open the Dynamic Measures popout. 

2. Click in the Dynamic Measures textbox and select a field from the popout list. This list contains all the fields in the selected measure's domain. Select the additional field to be measured.
   

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

3. The Label field displays the default field name. Enter a user-friendly label if needed. To restore the original value, click the Revert icon.
4. To remove a measure, click the 'X' to the right of the field name.
5. Click OK to close the popout and update the chart preview on the right accordingly. Notice that the label on the left side is bold and has an expand icon next to it. Click the label to see a popout menu with the dynamic measures. Select the one to view.
   
   

Important: A warning message appears when a user attempts to use more than 4096 records and only the first 4096 records are displayed in the chart.

Define Dimensions

A dimension is a field that segments or categorizes data, allowing separate box plots to be generated for each subgroup. Dimensions are typically categorical or discrete variables such as sex, age, or ethnicity. This allows for a visual comparison of the measure's distribution across different categories.

• In the Fields section, select a value that the measure can be grouped by and drag it over to the Dimension (x) section. Notice how the chart groups the measures by the values in the dimension field. Notice that the values from the dimension field are reflected on the chart's X-axis. Only one dimension can be viewed at a time.
  
  

Add Dynamic Dimensions

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

   

2. Click the Additional Dimensions textbox and select field(s) from the popout list. The list contains all the fields in the selected dimension's domain. Select field(s) that the measure can be grouped by, to add as dynamic dimensions.  
    

   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 X-axis.
4. The Label field displays the default field name. Enter a user-friendly label if needed. To restore the original value, click the Revert icon. 
5. To remove a dimension, click the 'X' to the right of the field name.
6. After configuring the dimensions, click OK.

The published Box and Whiskers chart displays the dynamic dimensions as either pills or a popout menu along the X-axis from which to select.

When Display as Pills is checked:

When Display as Pills is unchecked:

Apply Filters to Measures / Dimensions

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

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 Box & Whisker 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 can be applied to allow users to select predefined values from a popout menu located at the top of the finalized chart. When viewing the chart, users can pick one or multiple values from the popout menu, which immediately updates the chart to display the selected filter values.

Measure, Dimension, 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. The Label field displays the default field name. Enter a user-friendly label if needed. To restore the original value, click the Revert icon.
   
4. Click OK. 

Tip: To collapse or expand each section (Measure (y), Dimensions (x), 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 measures and dimensions are. 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, and the selected filter value(s) are reflected in the chart. Up to 25 filters may be added to the chart.
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 Box & Whisker 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 Box & Whisker 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 Box & Whisker 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 Box & Whisker. 
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 Icons & 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 Box and Whisker chart. 

Icon	Icon Name	Description
	Edit*	Click to open chart designer window.
	Add Filter*	Click to open a popout window to enter filter parameters. This filter applies to the panel only and does not appear in the Filter Panel in the left navigation.
	3-dot*	Opens a popover menu with additional visualization options. This icon provides access to less frequently used tools that are hidden to keep the toolbar streamlined.
	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).
	Crosshairs	Deactivated by default; click the icon to activate it. Crosshairs display when the user hovers over the chart.
	Range Selector	Becomes available when there are over 50 X-axis values. When activated, it displays at the bottom of the chart.
	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 to zoom in on.
	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.

* 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 box's settings as well as the whisker's 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 of the chart designer.
   • Click on the Advanced icon to the far right in the chart designer toolbar.
2. Box Settings: Use 'quartiles' or 'mean +/- one standard deviation' to show how the data clusters around the center and how far it spreads.
   • Q1 | Median | Q3
   • Mean +/- SD1
3. Whisker Settings: Control the distance the whiskers extend beyond the box and define the range of values regarded as typical versus those considered outliers. Adjusting these settings enables various methods to identify and display data points that fall outside a selected threshold.
   • Box Setting - Q1 | Median | Q3
     • Q1 - 1.5IQR to Q3 + 1.5IQR
     • Q1 - 3.0IQR to Q3 + 3.0IQR
     • 10th Percentile to 90th Percentile
     • Minimum to Maximum
   • Box Setting - Mean +/- SD1
     • Mean+/- 2.0*SD
     • Mean+/- 2.5*SD
     • Mean+/- 3.0*SD
     • Mean+/- 3.5*SD
     • Minimum to Maximum
4. Dimension Axis Position: 
   • Bottom | Top
5. Dimension Axis Label Display:
   • Standard | Stagger | Rotate
6. Dimension Axis Label Visibility:
   • Show | Hide
7. Zoom Type:
   • Box | X-Axis | Y-Axis
   • This setting impacts how the user interacts when using Drag to Zoom.
8. Palate:
   • Many different color schemes to choose from (Material is default).
9. 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-dot icon, and a configuration popout provides options to enter a label, choose the line color, adjust the line width, select the line style, and highlight outlying data.
10. Horizontal Highlight Strip:
    • Start Value
    • End Value
      • Users 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-dot icon on the right to open a configuration popout for the highlight color, font color, and label.
11. Chart Notes:
    • Add text to describe the chart. Once a note has been added, the icon in the toolbar is displayed.
12. 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.
13. 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. 

When a saved visualization opens in the Chart Designer, the header displays the title, followed by the word Preview. A blue badge displays to the right of the title and shows the number of segments currently shown in the visualization.

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 a different 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. 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) see and have access to the visualization.
5. Update the Scope: By default, the study the user is 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 Box and Whisker 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 Box & Whisker Designer window opens.

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

3. Edit any field in the Measure(y), Dimension(x), 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.