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 Combo chart is a visualization that combines bars and lines into a single view. A Bar chart employs rectangular bars to represent data values, making it ideal for comparing categories. In contrast, a Line chart connects points in a continuous flow, making it especially useful for illustrating trends or patterns within the data.

By combining these two chart types, the combo chart emphasizes various aspects of the same dataset that may be difficult to see through a single format alone. Data Central’s method employs both bars and lines side by side, providing clear comparisons of individual data points while highlighting overall patterns or trends.

Create a Combo Chart

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

   

2. Click Combo 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 Dimensions

A Dimension is a field that segments or categorizes data, allowing separate bars to be generated for each subgroup. Dimensions are typically categorical or discrete variables such as toxicity grade, sex, or ethnicity. This allows for a visual comparison of the Measure's distribution across different subgroups in the Dimension.

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

   

2. To create an optional secondary dimension, select another field from the same data store and drag it over to the Dimension section. A maximum of two dimensions can be added.

   

   Notice how the secondary dimension has further categorized each bar with its values.

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

Add Dynamic Dimensions

Visualizations 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. Dynamic Dimensions can be added to both the primary and secondary dimensions. 

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 the Additional Dimensions textbox and select from the popout list, which contains all the fields in the selected dimension's domain.  Select an appropriate field that can be categorized for the dynamic dimension. 

   

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

3. To add a dynamic dimension to the secondary dimension, click the 3-dot icon next to the field, and when the popout opens, add the field for the dynamic dimension. 

   

4. Display As Pills is checked by default. This option determines how dynamic dimensions are displayed on the chart along the X-axis.
5. The Label field displays the default field name. Enter a user-friendly label if needed. To restore the original value, click the Revert icon.
6. To remove a dimension, click the X to the right of the field name.
7. After configuring the dimensions, click OK.

The published Combo chart displays the Dynamic Dimensions as either pills or two popouts along the 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 menu to select the dimension to view:

Dimension Update 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.

Define Measures

By default, the system automatically includes the primary dimension in the Measures section. When the primary dimension field is added as the primary dimension, it appears on the X-axis, while the Y-axis shows the Measure, which counts the number of records for each subgroup of the Dimension.

Add an Additional Measure 

1. To add an additional measure, drag an appropriate field from a domain in the same data store into the Measures section. Click the 3-dot icon next to the field to open popout. 
   
2. Select the Chart Type: Available chart types include Bar (default), Stacked Bar, Full Stacked Bar, Line, Spline, and Area.
3. Select the Aggregate: Available aggregates include Count Distinct, Count (default), Sum, Average, Minimum, Maximum, Standard Deviation, and Variance.
4. The Label is automatically generated but can be updated.
5. The checkbox for Secondary Axis is only available for additional measures. Check the box to display the measure axis label to the right. 

6. Click OK. The chart view updates.

   

Add Dynamic Measure

Data Central Visualizations support Dynamic Measures, allowing users to select from additional measures to display. The measure fields display as popouts with checkboxes to display the measure. Dynamic Measures can only be added to the first measure.

1. To add additional measures to the chart that can be selected when viewing, click the 3-dot icon on the right of the selected measure to open the Dynamic Measures popout.  

2. Click Additional measures and select a field from the list, which contains all the fields in the selected dimension's domain

   

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

3. To remove a measure, click the 'X' to the right of the field name.
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. Click OK to close the popout and update the chart preview 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 additional Dynamic Measure. Click the checkbox to view the additional measure.

   

Apply Filters to Dimensions / Measures

A filter can be applied to a Measure or a 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 each 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 Combo 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 sectionss.

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 Combo 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 Combo 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 Combo 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 Combo. 
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 Combo 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.
	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 / hide legend. Show legend is active by default, click to hide the legend.
	Series Label	Click to show / hide series labels within the chart.
	Range Selector	Becomes available when there are over 50 X-axis values. When activated, it displays at the bottom of the chart.
	Crosshairs	Deactivated by default; click the icon to activate it. Crosshairs display when the user hovers over 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 of the window.
	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 dimension axis settings, 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 of the chart designer window.
   • Click the Advanced icon to the right in the chart designer toolbar.
   • The Advanced Chart Settings window opens at the left displaying the current settings.
2. Dimension Axis Position:
   • Bottom
   • Top
3. Dimension Axis Label Display:
   • Standard
   • Stagger
   • Rotate
4. Dimension Axis Label Visibility:
   • Show
   • Hide
5. Zoom Type:
   • Box
   • X-Axis
   • Y-Axis
     • This setting affects how the user interacts when using Drag to Zoom.
6. Legend Position:
   • Outside
   • Inside
7. Legend Horizontal Alignment:
   • Center
   • Right
   • Left
8. Legend Vertical Alignment:
   • Bottom
   • Top
9. Palette & Custom Palette:
   • Select from the list of available color palettes (Material is default).

   • To customize your colors, 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.
10. 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 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.
11. 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.
12. Chart Notes:
    • Add text to describe the chart. Once a note has been added, the icon in the toolbar is displayed.
13. 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.
14. 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. 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 Combo 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 name to edit.

2. Click the Edit icon. The Combo 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 discard changes.

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 be deleted.

   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.