Data Central provides flexible, focused data review with powerful filtering capabilities. Filters can be applied to charts, individual or multiple columns within a listing, or the entire sheet, and can be saved as Filter Sets or Advanced Filters.

Manage all data filters, including applied filters, Filter Sets, and Advanced Filters, through the Filter Panel.

Types of Filters

• Subject Focus filter (Filter Subject in Other Panels) - A Global filter that displays records for a selected subject across other panels and sheets in the workspace. Select a record in a panel, then use the Filter Subject in Other Panels icon in the panel toolbar to apply the filter.
• Row Filters - Local filters applied from column headers that refine rows within an individual panel. In string-based columns, the filter popout distinguishes values that remain in the filtered dataset from excluded values.
• Subject Filters - Global filters applied using Filter Subjects from a column header. Subject Filters apply to subjects across panels and sheets in the workspace. In string-based columns, the filter popout distinguishes values that remain in the filtered dataset from excluded values.
• Visualization Filters - Global filters applied by selecting one or more data points or sections of a visualization. The selection updates other relevant panels on the sheet. For detailed instructions, see the Use Visualizations in Data Central article in the Data Central Visualizations section.
• Runtime Visualization Filters - Local filters applied directly to a chart or custom listing using the Add Filter icon. These filters affect only the visualization where they are applied.
• Filter Sets - Save applied filters for reuse. Access and manage Filter Sets through the Filter Panel.
• Advanced Filters - Apply complex filter criteria across multiple domains using an expression builder, SQL tokens, or both. Access and manage Advanced Filters through the Filter Panel. Applying an Advanced Filter clears all other filters, but additional filters can be applied afterward.
• Data Cuts - Global filters that use Advanced Filters to create a focused view of data across multiple Data Central views. Access and apply enabled Data Cuts from the Data Cuts icon in the master header. For details, see the Apply Data Cuts in Data Central article.
• Filter RBQM - When RBQM is enabled, use the Filter RBQM icon in the Issues panel toolbar to display only issues related to RBQM. The filter applies to both Data Central Issues and Global Issues listings.

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 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 sheet. A badge next to the Filter Panel icon displays the total number of filters applied in the sheet.

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 drop-down. 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 Subject Filters, the Subject Focus filter (Filter Subject in Other Panels), Visualization Filters, Advanced Filters, and Data Cuts. 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 Row Filters and Runtime 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 and details such as the associated table and field, selected values, or the configured Data Cut or Advanced Filter name.

• Hover over a filter pill to view additional details in a tooltip.
• Select a filter pill to review or modify the filter.
• Select the X on a filter pill to remove the filter.

View Filters Applied to a Panel

When at least one Global or Local filter applies to a panel, a Filter icon displays in the numbered badge next to the panel name.

Example

This example shows the Subjects and Issues panels. Both panel badges display the Filter icon, indicating that at least one filter applies to each panel.

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

• Click the X on a filter to remove the filter.
• Click the Reset Filters icon to restore the panel's default filters. The icon is available only when Use Default Filters is enabled in Data Central Settings and the panel has default filters.
• Click the Clear all global and local filters icon to remove all applied filters.

Identify Filters Applied to a Panel

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

A panel badge displays a Filter icon when at least one Global or Local filter applies to the panel.

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

When Use Default Filters is enabled in Data Central Settings, some panels and reviewable domain listings have default filters applied when opened. For example, the Queries panel applies default filters based on status, while some reviewable domain listings apply default filters based on review status.

When Filter Subjects is selected, the applied filter becomes a Subject Filter. Subject Filters display as filter pills in the master header and in the Global section of the Filter Panel.

Set a 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 (default) or Exclude Selections.
     • Include Selections filters for records where the selected values appear.
     • Exclude Selections filters for records where the 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 an option:
   • Filter Rows: Applies a Row Filter to records within the panel.
   • Filter Subjects: Applies a Subject Filter to subjects across panels and sheets in the workspace.
   • Clear: Removes the filter conditions from the column.

These options 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.

Use Subject Filters

Subject Filters are Global filters that apply to subjects across panels and sheets in the workspace. Apply a Subject Filter by selecting Filter Subjects from a column filter.

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

1. Apply a Subject 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. Only subjects who experienced a Serious Event display across panels and sheets in the workspace.
2. Apply a Subject Filter in the Conmed panel:
   1. Open and dock the Conmed listing. The listing displays only subjects with a Serious Event based on the previously applied Subject 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 Subject Filters apply across panels and 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 an individual panel, apply a Row Filter using Filter Rows.

Subject Filter conditions display as filter pills in the master header and in the Global section of the Filter Panel. Panels where the filters apply display a Filter icon in the panel badge, and the badge count reflects the number of filtered records.

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 its value without opening 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 for Records Review Summary.
3. For listings other than Records Review Summary, select an option:
    
   • Filter Rows: Applies a Row Filter to records within the panel.
   • Filter Subjects: Applies a Subject Filter to subjects across panels and sheets in the workspace.

Clear Filters

There are multiple ways to clear filters:

1. From a panel with an applied filter, click the Filter badge to open the Applied Filters popout.
   
   • Click the X next to a filter to remove the individual filter.
   • Click the Reset Filters icon to restore the panel's default filters, if available. Reset Filters 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 applied filters.
2. To clear a Row Filter from a column, click the column header with a Filter icon, then select Filter. Update the filter conditions or click Clear.
   
3. To clear a Subject Filter, click the X on the Subject Filter pill in the master header.
4. From the Filter Panel:
   • Click the Clear All Filters icon to remove all applied filters.
   • Click the Clear Global Filters icon next to Global to remove all Global filters.
   • Click the Clear Local Filters icon next to Local to remove all Local filters.
   • Click the X on an individual filter pill to remove that filter.
     

Use Filter Sets

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

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

Access Filter Sets from the Set & Advanced section of the 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 drop-down. A searchable list of Filter Sets and Advanced Filters opens, grouped by folder.
   • A funnel icon indicates a 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. The selected Filter Set name displays in the Set & Advanced drop-down.

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

Create a New Filter Set

Filter Sets include applied Global and Local filters in the sheet. The Subject Focus filter (Filter Subject in Other Panels) is 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 sheet.
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 drop-down. 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

Change, add, or remove filters saved as part of a Filter Set.

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

Edit Filter Set Details

Update the details of a saved Filter Set. Updating a public Filter Set requires the Data Central Designer privilege.

1. Open the Filter Panel and click the Set & Advanced drop-down.
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 apply complex filter criteria across multiple domains and can be saved and reused across workspaces and studies. Create and access Advanced Filters from the Set & Advanced section of the Filter Panel. Advanced Filters can use an expression builder, SQL Tokens, wildcard substitutions, or a combination of these options to apply filter criteria across multiple domains.

Access and Apply an Advanced Filter

1. Click the Filter Panel icon to open the Filter Panel.
2. Click the Set & Advanced drop-down. A searchable list of Filter Sets and Advanced Filters opens, grouped by folder.
   • A funnel icon indicates a Filter Set.
   • 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 drop-down and as a filter pill in the master header. Hover over the filter pill to highlight the panels where the Advanced Filter applies with a blue border.

To remove an applied Advanced Filter, click the X on the filter pill in the master header, in the Set & Advanced drop-down, 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 the 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. Include Selection is selected by default; 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 can save an Advanced Filter 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 drop-down.
2. Hover over an Advanced Filter and click the Configure icon.
3. Update the filter criteria and click Validate & Continue.
4. Update the name, description, folder, visibility, roles, or scope as needed.
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.

Edit a Token

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

Delete a Token

1. In the Add or Edit Advanced Filter window, click in the Value field.
2. Hover over the token name.
   
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

Delete saved Filter Sets, Advanced Filters, Visualizations, and Workspaces from Manage Objects 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.

Filter Data Stores by Review Status

Non-read-only users can filter the Data section of the left navigation by review status. The filter displays only data stores containing listings that match the selected status:

• Review Required: Listings with records that require review.
• Review Complete: Listings with all records reviewed.
• Not Reviewable: Listings that are not configured for review.

To filter data stores by review status:

1. Expand Data in the left navigation.
2. Click the Filter Data Stores icon.
   
3. Select a review status from the drop-down.
4. Expand the data store to view listings with the selected status.
   
5. Hover over the solid Filter Data Stores icon to view the selected status.