Create and Modify a Custom Sheet in Analytics

Custom sheets provide a way to organize visualizations, tables, filters, and master items in a single view. Create a sheet to display specific data, support analysis workflows, or combine content from multiple visualizations.

Sheets can be created from scratch or duplicated from existing sheets. Depending on ownership and publication status, sheets can be modified, published, unpublished, or shared with other Analytics users.

Understand Sheet Categories

The category assigned to a sheet determines whether the sheet can be edited directly or requires duplication before modification.

Category	Description
Public	Standard sheets provided with the application. Duplicate the sheet before making changes.
Community	Sheets created and published by other users. Duplicate the sheet before making changes.
Published by me	Sheets created and published by the current user. Unpublish or duplicate the sheet before making changes.
My own	Unpublished sheets created by the current user. These sheets can be edited directly.

Create a Custom Sheet

Click Assets to open the Assets and Sheets panel.
Select My own from the category drop-down.
Select Create new sheet. This creates a new sheet, My new sheet (#).
The sheet name is highlighted by default. Update the sheet name as needed.
Select the newly created sheet.
Select Build a sheet or Edit sheet. The new sheet opens with the Sheet properties panel displayed on the right.

Sheet Properties

Title: Enter the sheet name displayed in the sheet navigation panel and page header.
Title expression (Optional): Enter an expression to generate a dynamic sheet title based on selections or data values.
Show condition (Optional): Enter an expression that determines whether the sheet is visible. If the expression evaluates to True, the sheet displays.
Description: Enter information about the sheet purpose or contents.
Thumbnail (Optional): Upload a custom thumbnail image for the sheet.

Note: Title Expression and Show Condition are advanced Qlik features and are typically used for dynamic titles or conditional sheet visibility.

Styling Options

The default styling settings are appropriate for most sheets. Update these settings only when a different layout or display behavior is required.

Background: Controls background color and image.
Grid spacing: Controls the spacing between objects on the sheet.
Sheet size: Controls how the sheet displays across different screen sizes.
Small screen layout: Controls how content displays on smaller devices.
Extend sheet: Adds additional vertical space to the sheet.
Alternate states: Supports advanced comparative analysis using multiple selection states.
Actions: Configures actions that occur when the sheet is opened or used.

Add a Master Item

Master items are pre-defined visualizations that can be added to a sheet. Master items provide a quick way to add charts and other visualizations without configuring dimensions or measures. Master items cannot be edited unless they are unlinked from the original master item definition.

Tip: Select a visualization to open a popout that displays a sample of the selected item.

Select Master items from the left panel.
Expand Visualizations.
Drag a master item onto the sheet.
Resize or reposition the visualization as needed.

Note: Master items remain linked to the original master item definition. Changes to the master item may be reflected wherever the master item is used.

Unlink a Visualization

Important: Master items cannot be edited unless they are unlinked. Unlinked visualizations do not receive updates made to the original master item.

Right-click the visualization.
Select Unlink visualization.
Click OK in the confirmation window, or select Cancel to keep the visualization linked.

Custom Objects

Custom objects are custom visualizations created by eClinical Solutions. These objects are designed to support specific analysis and reporting requirements that are not available through standard chart types.

Add a Chart

Use Charts to add visualizations such as bar charts, pie charts, line charts, and tables.

Tip: Select a chart to open a popout that provides a description of the selected chart.

Select Charts from the left panel.
Drag a chart onto the sheet.
Configure the chart by selecting the available prompts within the visualization, such as Add dimension, Add measure, or Add alternative. Available options vary by chart type.
Resize or reposition the visualization as needed.

Configure Dimensions

Dimensions define how data is grouped in the visualization. For example, a dimension can group adverse events by body system or organ class.

Click Add dimension in the visualization.
Search for the dimension.
- To search by domain and field, enter the domain and field separated by a period. For example, enter AE.Body.
- To search by field only, enter part of the field name. For example, enter Body.
Select the dimension from the list.

Note: Use a period (.) to separate the domain, or table, from the field.

After a dimension is selected, additional options may be available:

Include null values: Includes records that contain null values for the selected dimension.
Limitation: Controls the number of dimension values displayed.
Delete: Removes the dimension from the visualization.

Use the Expression Editor

Use the expression editor to select a field, search by table or domain, or configure an expression.

Select fx next to the dimension field. The expression editor opens.
Select the Filter by table drop-down.
Select the table or domain. For example, select DM-Demographics.
Select the Field drop-down to view available fields for the selected table or domain.
Select the field. For example, select DM.Study Site Identifier.
Update the aggregation function, if needed. By default, No aggregation is applied.
Select Insert.
Select Apply.

Add Alternative Dimensions

Alternative dimensions allow users to switch between different dimensions within a visualization.

Add alternative dimension

Select Add alternative under Alternative dimensions.
Search for and select the alternative dimension.
Repeat these steps to add additional alternative dimensions, as needed.
To reorder the alternative dimensions, drag and drop them using the Move dots.

Note: Alternative dimensions display as selectable options within the visualization, allowing users to switch between dimensions.

Configure Measures

Measures define the calculation used to summarize data within a visualization.

Add measure

Select Add measure in the visualization, or select Add under Measures in the Data panel.
Search for a measure or select one from the list.
Select the measure to add it to the visualization.

After a measure is added, additional configuration options may be available, including:

Measure: View or update the selected measure.
Modifier: Configure measure-specific settings, when available.
Master measure: Identify whether the measure is a master measure.
More properties: Access additional measure settings.
Delete: Remove the measure from the visualization.

Some visualizations also support:

Additional measures, such as a secondary measure.
Alternative measures, which allow users to switch between measures within the visualization.

Configure Chart Appearance

Charts display with default appearance settings. The default settings are appropriate for most charts. Update the appearance only when a different display behavior is required.

Add Filters to a Sheet

Add a filter pane to limit the data displayed on a custom sheet.

Select Edit sheet, if the sheet is not already in edit mode.
Select Charts from the left panel.
Drag Filter pane onto the sheet.
Resize or reposition the filter pane as needed.
Select Add dimension in the filter pane.
Search for and select the dimension. For example, select DM.Study.
Repeat these steps to add additional filters, such as AE.Body System or Organ Class.

Note: Position filters where they are easy to access, such as the top or left side of the sheet.

Configure Filter Pane Options

After a filter is added, select the field under Fields to open the Listbox properties panel.

Available options may include:

Title: Update the filter title displayed on the sheet.
Search: Show or hide the search box within the filter.
Presentation: Configure how filter values are displayed.
Show data in: Display values in a Single column or Grid layout.
Sorting: Configure the order in which filter values are displayed.

Additional options may be available depending on the selected filter configuration.

Add Tables to a Sheet

Add a Table

Tables display data in rows and columns. Add dimensions and measures to define the information displayed in the table.

Select Charts from the left panel.
Drag Table onto the sheet.
Select Add dimension or Add measure within the table.
Search for and select the field or measure.

Note: Use a period (.) to separate the table name from the field name when searching by table and field.

Add Columns to a Table

After the first dimension or measure is added, use the Data panel to add additional columns.

Change Table Column Order

Columns display in the order they are added. Reorder columns as needed.

Duplicate a Sheet

Duplicate a sheet to create a copy that can be modified without affecting the original sheet.

A duplicated sheet contains the same visualizations as the original sheet and remains linked to the same master items. Duplicated sheets appear in the My own category.

Tip: Sheets in the My own category can be edited directly and do not need to be duplicated before making changes.

Duplicate from an Active Sheet

Using the Duplicate Button

Open the sheet to duplicate.
Select Duplicate from the toolbar.
In the Sheet properties panel, update the title and description, if needed.

Using the Sheet Menu

Open the sheet to duplicate.
Select the ellipsis (...) next to the app name.
Select Duplicate sheet.
In the Sheet properties panel, update the name and description, if needed.

Duplicate from the Overview Page

Select Overview from the navigation drop-down.
Locate the sheet to duplicate.
Select the ellipsis (...) menu or right-click the sheet thumbnail.
Select Duplicate.
In the Sheet properties panel, update the title and description, if needed.

Duplicate from the Sheets Panel

Duplicate a sheet from the Sheets panel.png

Modify a Sheet

Modify a sheet to update its visualizations, filters, tables, or sheet properties.

Open a Sheet in Edit Mode

From the My own category, right-click a sheet thumbnail and select Open and Edit.
Alternatively, select the sheet to modify, then click Edit sheet.
Select a visualization to update its settings, or select an empty area of the sheet to update the sheet properties.
Make the required changes.
Click Done editing.

Note: Published sheets cannot be edited directly. Duplicate the sheet first, or unpublish the sheet if the current user owns it.

Rename a Sheet

Copy and Paste Visualizations

Copy a visualization from one sheet and paste it onto another sheet.

Open the sheet that contains the visualization to copy.
Select Edit sheet.
Right-click the visualization and select Copy.
Open the sheet where the visualization should be added.
Select Edit sheet.
Right-click an empty area of the sheet and select Paste.
- Alternatively, right-click a visualization and select Paste and replace.
Resize or reposition the visualization as needed.
Select Done editing.

Note: Copied visualizations may require updates to labels, filters, or other configuration settings.

Publish and Share Sheets

Publish a Sheet

Publish a sheet from the My own category to make it available to other users with access to the Analytics app.

Locate the sheet from the Overview page or the Sheets panel in the My own category.
Select the ellipsis (...) menu or right-click the sheet thumbnail.
Select Publish.
Review the confirmation message.
Select Publish to make the sheet available to other users, or select Cancel.

The sheet displays in the Published by me category.

Note: Sheets in the My own category are available only to the current user until they are published.

Unpublish a Sheet

Unpublish a sheet to remove it from shared access and return it to the My own category.

Locate the sheet from the Overview page or the Sheets panel in the Published by me category.
Select the ellipsis (...) menu or right-click the sheet thumbnail.
Select Unpublish.
Review the confirmation message.
Select Unpublish to return the sheet to the My own category, or select Cancel.

The sheet displays in the My own category.