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 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 a measure automatically calculated based on record counts.   

Create a Treemap Chart

1. From Visualizations in the left navigation, 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. 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). Enter text to display an ‘X’ icon to clear the search.

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 Dimensions

This chart uses two Dimension fields in a parent–child hierarchy. The primary dimension is the parent category that groups records at the top level, and the secondary dimension is the child category that subdivides each primary group into nested subgroups for drill-down. Ensure every secondary value belongs to exactly one primary value so the hierarchy is clean and intuitive.

1. Drag a field for the primary dimension to the Dimensions section. By default, it also includes a measure that counts the records. For more details see the Define the Primary Dimension 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 secondary dimension should include subgroups of the primary dimension to allow for drill-downs. Select an appropriate field and drag it over to the Dimensions section 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 updates the chart with the details from the secondary dimension.

   

   For example, in the image above, 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 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.

Define the Measure

By default, the field designated as the primary dimension is also automatically included as the measure using a count aggregate. Note that the aggregate always is a count in the Treemap chart. 

Tip: Hovering over the measure displays a tooltip with details.

Apply Filters to Dimensions / Measure

A filter can be applied to the Dimensions or the 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 list.
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 Treemap 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. 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 (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 Dimension, a Measure, 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 menu, 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 Treemap 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 Treemap 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 Treemap 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 Treemap. 
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

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 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.
	Dock Item	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

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

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 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, 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 Treemap 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 Dimensions, Measures, or Filters sections as needed.
4. Edit the Description.
5. Click Save to update existing chart OR click Save As to save as a new chart. 

Edit Visualization 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.