Data Central provides flexible and focused data review through powerful filtering capabilities. These options apply to charts, individual or multiple columns (within and across panels, or across the entire workspace), and can be saved as filter sets (including advanced filters). Non-read-only users can also filter the Data subpanel by review status. Manage most filters (applied filters, filter sets, and advanced filters) through the Filter Panel.

Types of Filters

• Filter Subject in Other Panels (also known as the Subject Focus filter) - Located in the panel toolbar, this toggle filter allows users to highlight a record in one panel; it then displays only records for that subject across all other panels and sheets in the workspace.
• Panel Filters - Located in column headers, these filters refine rows within a single panel. In string-based columns, the filter popout distinguishes values that remain in the filtered dataset from excluded values.
• Global Filters - Located in column headers and a filter pill in the master header, these filters apply to subjects across multiple panels and sheets within the workspace. In string-based columns, the filter popout distinguishes values that remain in the filtered dataset from excluded values.
• Filter Sets - Accessed via the Filter Panel, these save applied filters (including advanced filters) for reuse.
• Advanced Filters - Accessed via the Filter Panel, these filters apply complex criteria across multiple domains using an expression builder, SQL tokens, or both. Applying an advanced filter clears all others, but other filter types can then be applied. Advanced filters can be added to a Data Cut.
• Chart Filters - Located in charts, these filters update other panels on the sheet based on the selection of a data point or section. For detailed instructions, see the Use Visualizations in Data Central article in the Data Central Visualizations section.
• Filter RBQM - Located in the Issues panels toolbar (only if RBQM is enabled), this toggle filter (crosshair icon) limits issues to only those related to RBQM, applying to both Data Central Issues and Global Issues listings.
• Data Subpanel Filter - Located in the Data subpanel, non-read-only users can filter data stores to show only those containing listings with records needing review (Review Required), those fully reviewed (Review Complete), or those not set up for review (Not Reviewable). 
• Data Cuts - Accessed via the Data Cuts icon in the master header, these apply a saved set of filter criteria. For details, see the Apply Data Cuts in Data Central article.

Clear / Reset Default Filters for Data Listings

By default, the Use Default Filters setting is enabled within Data Central Settings. The default view filters data listings based on the Reviewer Role and the Review Status of New and Updated Since Review. This setting can be modified to display all records without applying the default filters.

1. Click the Configure icon in the master header. 
2. Uncheck Use Default Filters. The setting is saved automatically.

Each time a data listing is opened, it does not have any default filters applied.

To return to using the default settings:

1. Click the Configure icon in the master header.
2. Check Use Default Filters.

Tip: Use the panel toolbar Search icon to quickly find columns in Data or Custom listings. A searchable list of column names and labels appears. Enter text to filter the list, or scroll to select a column. 

Filter the Data Subpanel

The Data subpanel filter, only available to non-read-only users, allows filtering data stores to show only those containing listings with: records needing review (Review Required), all records reviewed (Review Complete), or no review setup (Not Reviewable). 

1. Expand the Data subpanel in the left navigation.
2. Click the Filter Data Stores icon.
   
3. Select a status from the drop-down menu.
4. Expand the data store(s) to view listings with the selected status.
   
5. Hover over the solid filter icon to view a tooltip showing the selected status.

Filter Subject in Other Panels (Subject Focus Filter)

The Filter Subject in Other Panels icon, also known as the Subject Focus filter, is a toggle filter that allows selection of a record in one panel to update all other panels, across all sheets in the workspace, to show only records for that subject. The panel where the filter is applied continues to display all records, allowing selection of a different record to update the other panels.

1. Highlight a record in a panel. The row displays with a blue highlight.
2. Click the Filter Subject in Other Panels icon. The icon displays as active.
3. Highlight another record in the same panel to update the other panels to show records for the newly selected subject.
4. Click the Filter Subject in Other Panels icon again to remove the filter and display all records.

Example

In the Subjects listing, the record for subject 0085-008 is highlighted and the Filter Subject in Other Panels icon is active. The Filter Panel displays the filter in the Global section as Subjects.Subject / 0085-008. This filter also applies to other sheets within the workspace.

Manage Filters from the Filter Panel

Click the Filter Panel icon in the master header to open the Filter Panel, providing a centralized view of all filters applied within the current workspace. A badge next to the Filter Panel icon displays the total number of applied filters.

Select the Clear All Filters icon to remove every applied filter. Select the 'X' icon, or click the Filter Panel icon again, to close the Filter Panel.

The Filter Panel displays three sections:

• Set & Advanced: Select and apply a saved Filter Set or Advanced Filter from the Set & Advanced field. Select the Add Advanced Filter icon to create a new Advanced Filter, or the Save As icon to save the currently applied filters as a Filter Set. For details, see Use Filter Sets and Use Advanced Filters below.
• Global: Filters that affect the entire sheet, including Global Filters, Data Cuts, Subject filters, and the Subject Focus filter (Filter Subject in Other Panels). Global filters also display as filter pills in the master header. Select the Clear Global Filters icon to remove all filters in this section.
• Local: Filters that apply only to an individual panel, including Panel Filters (row filters) and Visualization Filters. Select the Clear Local Filters icon to remove all filters in this section.

Each section displays a count badge showing the number of applied filters in that section. Select the chevron next to Global or Local to expand or collapse the section.

Review, Modify, or Remove a Filter

Applied filters display as filter pills. Each pill displays an icon indicating the filter type, along with details such as the associated table and field, and the selected values, or the configured Data Cut or Advanced Filter name.

• Hover over a filter pill to view a tooltip with additional detail.
• Select a filter pill to review or modify the filter.
• Select the 'X' on a filter pill to remove that filter.

Use Panel Filters

Each panel on the sheet has a Filter icon in the numbered badge next to its name when one or more filters are applied.

Example

This example shows two panels, Subjects and Issues. Both panel badges display the Filter icon, indicating that filters are applied.

Click the Filter badge to view the applied filters. From the popout:

• Click the 'X' icon to remove an individual filter.
• Click the Reset Filters icon to restore a panel's preset default filters. This icon is only active for panels with a preset default filter, such as the Issues panel, which defaults to Open, Open - Reopened, Open - Pending, InProgress, and Answered issues. This icon is available only when Use Default Filters is enabled in Data Central Settings.
• Click the Clear all global and local filters icon to remove all filters.

Identify Columns Within a Panel That Are Filtered

A number next to the Filter Panel icon in the master header indicates how many filters are applied.

A panel badge displays a Filter icon when at least one column is filtered within the panel. If no Filter icon appears, no filters are applied to that panel.

To identify columns with row filters applied, scroll horizontally to locate columns marked with a Filter icon in the column header.

Some panels include preconfigured filters. For example, the Queries panel is preset with Status = Open and Answered. Some reviewable domain listings include default filters that display only records requiring review.

When Filter Subjects is selected, columns with applied filters function as Global Filters and display as filter pills in the master header. The Filter Panel reflects the same filters, organized into Global and Local sections.

Set a Panel (Column) Filter 

A column filter is available for every column that supports filtering.

1. Click the column header. A popout opens with sort options and Filter.
2. Click Filter.  
   

3. Select the filter conditions:

   • Search values: Enter text in the Search field to filter the value list. When three or more characters are entered, press Enter to automatically select all matching values.
   • Include or exclude values: Select Include Selections (defaulted) or Exclude Selections.
     • Include Selections filters for records where selected values appear.
     • Exclude Selections filters for records where selected values do not appear.
   • Select values: Select one or more values for the column, including Blank Values. Selecting Blank Values includes or excludes records where the column contains blank or null values, depending on the selected option.

   For numeric or date ranges, Include Selections includes the minimum and maximum values, and Exclude Selections excludes the minimum and maximum values. To filter on a single numeric or date value, enter the same value in both the minimum and maximum fields.

4. Select Filter Rows, Filter Subjects, or Clear to apply or remove the filter. Buttons become available after selecting filter conditions.

Tip: When filters are applied, opening a filter popout in another column distinguishes values that remain in the filtered dataset from excluded values. Excluded values appear below in gray. Selecting an excluded value clears the existing filters and applies the new selection.

Note: If no data matches the filter criteria, the panel displays a message indicating that no data is available.

Apply Panel Filters

Filter Rows

Click Filter Rows to apply the filter to rows within the panel. When a panel filter is applied, the panel badge displays a Filter icon, indicating that one or more column filters apply to all rows in the panel.

Use Global Filters

Global Filters apply to all sheets within a workspace.

Apply Global Filters

Selecting Filter Subjects from a column filter applies the filter to all subjects across all panels in the workspace. This supports focused analysis of specific subject groups and their associated data.

To display only subjects who experienced a Serious Event and took the conmed Acetaminophen:

1. Set the Global Filter in the AE panel:
   1. Open and dock the AE listing.
   2. Scroll to the AESER column and click the column header.
   3. Click Filter. 
   4. Select Include Selections and Yes.
   5. Click Filter Subjects. 
      After that filter is applied, only subjects that experienced a Serious Event display in all panels in the workspace.  
2. Set the Global Filter in the Conmed panel:
   1. Open and dock the Conmed listing. The listing includes only subjects with a Serious Event based on the previously applied Global Filter.
   2. Scroll to the Medication / Therapy Name column and click the column header.
   3. Click Filter. 
   4. Select Include Selections and Acetaminophen.
   5. Click Filter Subjects. 

Example

In this example, two Global Filters apply across all sheets in the workspace: Subjects.AESER / Yes and Subjects.Medication / Therapy Name / ACETAMINOPHEN. Panels display all records for subjects who experienced a Serious Event and took the conmed Acetaminophen. To further refine results within a panel, apply Filter Rows.

When a Global Filter is applied, results narrow to a specific list of subjects. All open panels display all records for those subjects.

When Filter Subjects is selected for one or more panels, subject filter conditions display in the master header. Panel badge counts reflect the number of filtered records. The Subject filter appears in the Global section of the Filter Panel.

Right-click a Cell to Filter by Value

In all listings (Data, Custom, Subjects, Issues, Queries, and Records Review Summary), right-click a cell to filter by that value. This removes the need to open the column header to select filter values.

1. Right-click a cell in a listing.
2. Hover over Filter By Value or select Filter Rows By Value (Records Review Summary only).
3. Select Filter Rows or Filter Subjects. Filter Rows applies the filter only to records in the panel. Filter Subjects applies the filter to all subjects across all panels in the workspace. This step is not required for Records Review Summary.

Clear Filters

There are multiple ways to clear filters:

1. From any panel with an applied filter, click the filter badge to open the Applied Filters popout.
   
   • Click the 'X' next to a filter to remove an individual filter.
   • Click the Reset Filters icon to restore a panel's preset default filters, if available.
   • Click the Clear all global and local filters icon to remove all applied filters.
2. Click a column header with a Filter icon, then select Filter from the popout. Update the selections or click Clear.
   
3. To clear Global Filters applied using Filter Subjects, click the 'X' next to the Global Filter pill in the master header.
4. From the Filter Panel, click the Clear All Filters icon at the top of the panel, the Clear Global Filters icon next to Global, the Clear Local Filters icon next to Local, or click the 'X' on an individual filter pill within the Global or Local sections.
   

Use Filter Sets

Users can save applied filters in Data Central as a Filter Set. Filter Sets are saved in the same folders as Workspaces and Visualizations. Filter Sets can be shared across studies and user groups.

A saved Filter Set includes all applied Global and Local Filters. If a Filter Set includes filters for a closed panel, the filters apply automatically when the panel is opened.

The Filter Set option is available in the Set & Advanced section of the open Filter Panel.

Click the 'X' next to the Filter Set name to remove the active Filter Set.

If Use User Workspace is enabled in General Settings, the current Filter Set is remembered.

Access and Apply an Existing Filter Set

1. Click the Filter Panel icon to open the Filter Panel.
2. Click the Set & Advanced field. A searchable list of Filter Sets opens, grouped by folder.
   • A funnel icon indicates a standard Filter Set.

   • A lightning bolt icon indicates an Advanced Filter.

   • Grayed-out Filter Sets are private and accessible only to the creator and Data Central Admins.
     

3. Select a Filter Set name. The selected Filter Set name displays in the Set & Advanced field.

Note: Filter Sets do not apply to RBQM and eIQ Review sheets.

Create a New Filter Set

Filter Sets include all filters applied in the workspace. Filters such as Filter Subject in Other Panels (the Subject Focus filter) are not saved in a Filter Set. All Data Central users can save private Filter Sets. Saving public Filter Sets requires the Data Central Designer privilege.  

1. Apply filters in the workspace.
2. Click the Filter Panel icon in the master header.
3. Click the Save As icon. The Save Filters window opens.
   
4. In the Save Filters window:
   
   • Enter a Name.
   • Select a folder from the Select Parent Folder tree.
   • Select the visibility as Public or Private.
   • If saving as Public, select Roles.
   • Select a Scope. Expand Therapeutic Areas, Compounds, Programs, or Studies to view and select items; a count badge displays the number of items selected in each category.
5. Click Save.

The Filter Set becomes available based on the selected settings.

Clear a Filter Set

When a Filter Set is applied, its name displays in the Set & Advanced field. Select a different Filter Set to replace it, or click the 'X' next to the name to remove it.

Edit Applied Filters in a Filter Set

Users can change, add, or remove filters that are saved as part of a Filter Set.

1. Open the Filter Panel.
2. Click the Set & Advanced field and select the Filter Set to edit.
3. Modify filters in the workspace. The Set & Advanced field displays a yellow border, indicating changes to the applied filters.
4. Click the Save icon.
   

Edit Filter Set Details

Users can update details of saved Filter Sets. Public Filter Sets require the Data Central Designer privilege.

1. Open the Filter Panel and click the Set & Advanced field.
2. Hover over a Filter Set name and click the Configure icon. The Save Filters window opens.
3. Update the details:
   • Update the Name.
   • Select a folder from the Select Parent Folder tree.
   • Update the visibility as Public or Private.
   • If saving as Public, update Roles.
   • Update the Scope. Expand Therapeutic Areas, Compounds, Programs, or Studies to view and select items; a count badge displays the number of items selected in each category.
4. Click Save.

Use Advanced Filters

Advanced Filters are a type of Filter Set, created and accessed from the Set & Advanced section of the Filter Panel. Like Filter Sets, they can be saved and reused across workspaces and studies, including the Subjects listing. To use an Advanced Filter with a Subjects listing, target the domain used to configure that listing, as well as other relevant domains. This enables users to easily create reusable data subsets across multiple domains, streamlining review and other data-driven actions. They can be created using an expression builder, SQL Tokens, and wildcard substitutions, allowing application of a common filter to multiple domains.

Access and Apply an Advanced Filter

1. Click the Filter Panel icon to open the Filter Panel. 

2. Click the Set & Advanced field. A searchable list opens, grouped by folder.

   • A lightning bolt icon indicates an Advanced Filter.
   • Grayed-out Advanced Filters are private and accessible only to the creator and Data Central Admins.
     
3. Select an Advanced Filter.

The selected Advanced Filter name displays in the Set & Advanced field. The applied filter appears as a filter pill in the master header. Panels associated with the filter highlight with a blue border when hovering over the filter pill.

To remove an applied Advanced Filter, click the 'X' in the filter pill in the master header, in the Set & Advanced field, or in the Global section of the Filter Panel.

Create an Advanced Filter

1. From the open Filter Panel, click the Add Advanced Filter icon next to Set & Advanced. The Add Advanced Filter window opens. 
   

   Tip: Instead of selecting values from the drop-down, use Wildcards and Character Substitutions to filter on multiple domains and fields. Click the Question Mark icon in the top right for details.

2. Define filter parameters:
   • Data Store: Select a Data Mart or Staging Area.
   • Domain: Enter or select a domain, or use a wildcard or character substitution.
   • Field: Type or select the field, or use a wildcard or character substitution.
   • Operator: Select an operator. By default, Include Selection is selected; select Exclude Selection if appropriate. Options include Equal To, Greater Than, Greater Than or Equal To, Less Than, Less Than or Equal To, Between, Null/Empty, Contains, or Exists.
   • Value: Enter a value or select Add Token. See Add and Manage Tokens for details.
3. Optionally, add additional rows using the Add icon or remove rows using the Delete icon.
4. Click Validate & Continue. The Add Advanced Filter window opens.
   • Enter a Name.
   • Enter a Description.
   • Select a folder from the Select Parent Folder tree.
   • Select the visibility as Public or Private (only users with the Data Central Designer privilege have the option to save as Public).
   • If saving as Public, select Roles.
   • Select a Scope. Expand Therapeutic Areas, Compounds, Programs, or Studies to view and select items; a count badge displays the number of items selected in each category.
     
5. Click Save.

The Advanced Filter becomes available based on the selected settings.

Edit an Advanced Filter

1. Click the Set & Advanced field.
2. Hover over an Advanced Filter and click the Configure icon.
3. Update filter criteria as needed and click Validate & Continue.
4. Update details such as name, description, folder, visibility, roles, or scope.
5. Click Save.

Add and Manage Tokens

Add a Token

1. In the Add or Edit Advanced Filter window, select the Value field.
2. Click Add Token. The Add Token window opens.
   
3. Enter a Name beginning with ‘@’.
4. Enter a Description.
5. Select Value or SQL and enter the corresponding content.
6. Click Validate.

   • Errors indicate invalid SQL syntax.

   • Warnings indicate valid syntax with invalid object references.

7. Update the SQL if needed. 

   Note: A token can be saved with warnings, but not with errors.

8. Click Save.

To Edit a Token:

1. In the Add or Edit Advanced Filter window, click in the Value field.
2. Hover over the token name to edit.
   
3. Click the Edit Token icon. The Edit Token window opens.
4. Update values.
5. Click Validate. 
6. Click Save.

To Delete a Token:

1. In the Add or Edit Advanced Filter window, click in the Value field.
2. Hover over the Token name to delete.
   
3. Click the Delete Token icon. A Delete Token confirmation window opens.
4. Click OK to delete the token, or Cancel to close the window without deleting it.

Examples of Advanced Filters

Within the Clinical datastore, consider all domains with a start date not less than 2016-01-01.

Within the Clinical datastore, AE domain, AETERM field, not equal to @patients_with_nausea (token).

Token details.

Delete a Filter Set or Advanced Filter

Saved Filter Sets, Advanced Filters, Visualizations, and Workspaces are deleted from the Manage Objects option in the master header. Deleting public items requires the Data Central Designer privilege.

1. Click the Actions icon in the master header, then select Manage Objects. The Manage window opens.
   
2. Hover over the item to delete.

Tip: Hover over the icon next to the item name to view a tooltip indicating the item type, such as Saved Workspace, Filter Set, Advanced Filter, or visualization type.

3. Click the Delete icon.
   
4. In the confirmation window, click Delete to confirm, or Cancel to close the window without deleting.