Permissions: Any Data Central user can view, create, and edit visualizations, but users must have the Data Central Designer privilege to save a visualization as Public or edit Public visualizations.

Data Central Visualizations allow users to view, create, edit, and save charts, custom listings, and pivot tables in Data Central. Visualizations can be saved as Public or Private and scoped to one or multiple studies. These visualizations can be used within Data Central like listing panels and can be docked, resized, and saved as part of a Data Central workspace. Data Central Visualizations help users identify outliers and trends in their data. Any study domain configured to display in Data Central can serve as a data source for these visualizations. Currently, the visualization types include Combo (bar / line), Pie, Scatter / Bubble, Box & Whisker, Timeline, Custom Listing, Pivot Table, Treemap, and Histogram.

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 visualizations 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.

View a Visualization

In the left navigation, expand the Visualizations section by clicking the collapse / expand icon. Two folders are available: elluminate and Custom. Click the folder or the collapse / expand icon to view its contents.

• The elluminate folder contains pre-configured, out-of-the-box visualizations for all Data Central users. The displayed visualizations depend on the study configuration and user permissions. 
• The Custom folder contains visualizations created by users and saved as Public, along with private visualizations created by that user. Private visualizations appear in italics. Users must have the Data Central Designer privilege to save a visualization as Public, which allows everyone access. Hovering over a visualization name in the left navigation displays the Edit and Configure icons if the user has the required privileges. 

Open a Visualization

1. Click the visualization name.
   
2. The visualization opens in a new panel on the sheet.
3. Dock the panel to the sheet to use the visualization with other panels.

Available Menu Actions

• Search through the list of visualizations by clicking the Search icon and entering text into the Search field. As text is entered, the list filters to display only matching visualization names. After text is entered, an 'X' icon displays in the Search field.

• Click the New Visualization (+) icon to create a new visualization. For details on how to create and manage the different types of visualizations, go to the specific article in the Data Central Visualizations section.

  

• Click the collapse / expand icon or the folder name to view available sub-folders and visualizations.

View Visualization Details

Click the chart title to open the Visualization Details popout.

The popout displays:

• Dimensions: The fields used to group the data.
• Measures: The calculated values displayed in the visualization.
• Configured Filters: Any filters configured directly on the chart.
• Review Objective(s): Any linked Review Objectives; click a linked Review Objective to open its details.
• Created By: The user and date the visualization was created.
• Last Modified By: The user and date the visualization was last modified.

Visualization Filters for All Panels

Visualizations support Visualization, Global, Panel (custom listings only), and Advanced Filters. Visualization filters can affect all open panels in the workspace or only a specific visualization. For details on the Filter Panel, including the Global and Local sections, see the Use Filters in Data Central article.

1. Select one or more segments from a chart, legend, label, or pivot table to filter all relevant charts and listings that share the same underlying domain. Filters cannot be applied using a mix of chart sections, labels, or legend items. The originating visualization does not reflect the applied filter; filtered results appear only in the other panels within the workspace.

   

   Example:
   On the AEToxGrade2 chart, the Grade 1 and Grade 2 segments were selected (where AESER = No). The solid color changes to striped to indicate they are filter selections. The selection displays in the Global section of the Filter Panel as a filter pill showing AE.AETOXGR 2 out of 8; selecting the pill expands a table listing the selected AETOXGR and AESER value pairs. All other panels in the workspace, including the Subjects listing and AEOutcome2 chart, display only records that match the selected values.

   Note: Filters can be applied to only one visualization at a time. Clicking a selection in a different visualization clears the filter selection in the previous visualization and replaces it with the new selection.

2. Applied filters display in the Filter Panel under Global and Local, each with a badge indicating the number of applied filters. Hover over a filter pill to view a tooltip with the filter criteria. Click a filter pill to open a popout to review, modify, or remove the filter.
   
   A blue badge on a chart or custom listing also indicates the number of filtered segments or records. Click the badge to open a popout showing all filters applied to that panel.
   
3. There are several ways to clear a Visualization Filter:
   • Click the striped section of the chart to remove the filter. The section changes back to solid.
   • Click in the white space of any chart.
   • In the Filter Panel:
     • Click the Clear Filter icon in the header of the Global or Local section.
     • Click the 'X' to the right of the filter pill, in the Filter Panel.
     • For a Local filter, click the filter pill to open the popout, then click Clear.

Add a Filter to a Chart or Custom Listing

This filter applies only to the chart or custom listing where it's configured, and displays in the Local section of the Filter Panel.

1. Click the Add Filter icon in the chart or custom listing toolbar. A popout opens.

2. Enter the Domain.

   

3. Use the default setting, Include Selections, or change to Exclude Selections.
4. Click Operator to open the list and choose =, <, >, Null or Empty, or Between.
5. Click Filter Value(s) to open the list and select the values to filter by.
6. Click OK. This filter only impacts the visualization to which it has been applied. The filter displays in the Local section of the Filter Panel.
7. To remove, click the Edit Filter icon, then click the 'X' next to the filter condition. After clearing the filter, the domain name persists. To reset the domain, click in the Domain field and select another domain.

Pivot Table Filters

Select one or more cells from a pivot table's values, column headers, or row labels to set a Global filter on all related charts and listings based on the same underlying domain. Selections must come from a single area: values, column headers, or row labels, and cannot be combined. For clarity, cells display a gray background when hovered over and a blue background when selected, helping identify selectable areas and active selections. Applied filters display in the Global section of the Filter Panel and can also be viewed by clicking the blue badge in the pivot table header. Click the filter pill to open a popout to review, modify, or remove the filter.

Global and Local Filters for Custom Listing

1. Click any column header to open a popout menu with sorting and filter options. Click Filter to open the list of values.
2. Use the default setting, Include Selections, or change to Exclude Selections.
3. Use checkboxes, numeric fields, or date pickers to enter filter values. Use the Search field to quickly find items in lengthy lists.
4. There are three button options available:
   • Filter Rows: Applies a filter only to the rows in the Custom Listing. A corresponding filter pill appears in the Local section of the Filter Panel.
   • Filter Subjects: Applies a subject-level filter across all panels within the workspace. A filter pill appears in the Global section of the Filter Panel and the master header.
   • Clear: Removes all filters from the column.

Set a Global Filter by Right-Clicking a Chart

Global Filters apply to all sheets in a workspace, filtering the subjects in all other panels that meet the Global Filter conditions.

Right-click the section of a chart to filter by, then select Filter Subjects from the sub-menu. Every chart and listing in the workspace is filtered by the subjects that meet the specified Global Filter conditions.

For example, to view only subjects without a serious adverse event in Toxicity Grade 3, right-click the relevant chart section and select Filter Subjects.

Note: Filter To Selected Records is another option that sets a Global Filter and filters the workspace the same way as Filter Subjects.

The resulting filter displays as a pill in the Global section of the Filter Panel and in the master header. For details on viewing, editing, and clearing Global Filters, see the Use Filters in Data Central article.

Advanced Filters

Advanced Filters are supported by visualizations in Data Central. Once an Advanced Filter is created, it can be applied across charts and listings, allowing visualizations to update dynamically based on the filter criteria. This provides consistent filtering across listings and visualizations and supports reusable, complex logic. For more information on creating and using Advanced Filters, see the Use Filters in Data Central article in the Data Central section.

Dynamic Filters

All visualizations can be configured with Dynamic Filters, which add fields and values for additional filtering interactivity. These filters appear as popout menus at the top of the visualization.

To use a Dynamic Filter, click the arrow to open a popout menu and select filter values. The visualization updates once Apply is clicked.

Note: These filters only apply to the specific visualization and do not affect other panels.

Dynamic Dimensions

Charts 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.

The chart below shows toggle buttons for SITE, AETOXGR, and AEOUT, with SITE selected. Click another button to view the chart by that field.

This chart uses a popout for selecting the dimension, and the AEOUT field is selected. The popout list is helpful when there are too many toggle buttons, or the labels are too long.

Dynamic Measures

Charts with Dynamic Measures allow the displayed measures to be customized by selecting fields from the popout list. The chart updates automatically based on the selections.

A bolded label with an arrow appears along the y-axis if Dynamic Measures have been configured. The popout list displays the available measures, each with a checkbox. As fields are selected or deselected, the chart updates accordingly, displaying additional axes on the right side of the chart with a value range and axis label.

Note: If the chart has been rotated, the dimensions are along the y-axis and the measures along the x-axis. 

Toolbar Icons and Actions

Each visualization type includes a toolbar. The icons vary depending on the visualization type being viewed and the user's permissions. Most visualizations have similar toolbar functions; however, some icons are unique to specific visualizations.

Click the More Options icon in the toolbar to open a popout menu with additional options for interacting with the visualization. This menu provides access to less frequently used tools that are hidden from the main toolbar to keep the interface clean and focused. The Chart Designer does not use the More Options icon, as all available actions are shown directly in the toolbar.

Hover over the icon to view its label. When an icon is shaded blue, it is active. When an icon is gray, it is inactive.

Icon	Icon Name	Description
	Edit	Click to open the Chart Designer window.
	Add Filter	Opens a popout to enter filter parameters specific to the panel.  Applied filters display in the Local section of the Filter Panel. When the icon is shaded blue, the filter is active, and the icon changes to Edit Filter.
	More Options	Opens a popout 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. Click again to deactivate. When active, tooltips display when hovering over a chart.
	Rotate Chart	Click to rotate the chart (switch the x-axis and y-axis).
	Legend	Click to show or hide the legend on the chart.
	Series Label	Click to show or hide the series label on the chart.
	Crosshairs	Deactivated by default. Click to activate; click again to deactivate. Crosshairs display when hovering over the chart.
	Zoom Out	After zooming in on a section of the chart, click to reset the chart.
	Drag to Zoom	Click to activate. Click again to deactivate. When active, click and drag over a section of the chart to zoom in.
	Chart Notes	Available when a note was added in the designer window. Click to see the note in a popout.
	Exporting	Click to export a chart as PDF, PNG, or JPG. A custom listing can be exported to an Excel file. The Excel file for the custom listing includes the data, as well as metadata, such as the data store(s), domain(s), filter(s) applied to the custom listing, and the timestamp of the export, providing comprehensive context surrounding the exported dataset.
	Dock Item	Click to dock the visualization to the worksheet.
	Maximize	Click to maximize the visualization.
	Restore	Click to restore the visualization to its previous size.
	Close	Click to close the visualization.
	Next Page	Navigate to the next page in the listing. Unique to Custom Listings.
	Previous Page	Navigate to the previous page in the listing. Unique to Custom Listings.
	Search	Find a column in a data or custom listing. The Search icon provides a list of all displayed column names and labels. Type to search or scroll through the list to locate a column. After entering text in the Search field, an 'X' icon displays. Click the icon to clear the search and reset the column list to its unfiltered state. Unique to Custom Listings.
	Range Selector	Becomes available when there are over 50 x-axis values. When activated, it displays at the bottom of the chart. Unique to Box & Whiskers, Combo and Timeline charts.
	Show Table	Click to toggle between the chart and the source data table. Unique to Box & Whiskers and Histogram charts.
	Expand / Collapse	Click to expand or collapse all rows and columns. Unique to Pivot tables.
	Show / Hide Totals	Click for options to hide row, column, or population totals. Population totals are only available when more than one domain is added.  Unique to Pivot tables.
	Truncate	Click to wrap or truncate row and column text. Unique to Pivot tables.
	Show / Hide Labels	Click to show or hide the row and column labels. Unique to Pivot tables.
	Create Chart	Click for options to create a Combo or Scatter chart based on the data in the pivot table. Unique to Pivot tables.