Permissions: Any Data Central user may create, save, and edit visualizations privately for personal use. Saving a visualization as public or editing an existing public visualization requires the Data Central Designer privilege.

A Treemap chart is a hierarchical data visualization that represents categories and subcategories as nested rectangles. The size of each rectangle corresponds to the number of records, making it easy to compare proportions and identify dominant categories.

A Treemap supports two dimensions, allowing users to drill down from the primary dimension to a secondary dimension. A measure based on the record count is calculated automatically.

Create a Treemap Chart

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

   

2. Click Treemap to open the Treemap Designer window.

3. In the Fields section, click the arrows, Data Store names, or Domain names to expand the data. Use 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 Treemap uses two dimension fields in a parent-child hierarchy. The primary dimension groups records at the top level, while the secondary dimension divides each primary group into subgroups for drill-down. Each secondary value should belong to one primary value to maintain a clear hierarchy.

1. Drag a field for the primary dimension into the Dimensions section. By default, a measure that counts the records is also added. For more information, see the Define the Measure section.

   The size of each rectangle reflects the number of records. Larger rectangles represent more records. Hover over a rectangle to view the category and record count.

   

2. Select a field containing subgroups of the primary dimension and drag it into the Dimensions section as the secondary dimension.

   Note: A Treemap supports a maximum of two dimensions.

3. Click a rectangle to drill down and view the corresponding data from the secondary dimension.

   

   For example, the image above shows 16 records for Nervous system disorders. Click the rectangle to view the breakdown of the 16 AETERM records. Hover over a rectangle to view details.

   

   Click any part of the breadcrumb at the top of the chart to return to a previous view.

4. Labels for the Treemap chart are generated automatically.

Define the Measure

By default, the field used as the primary dimension is also added as the measure with a Count aggregate. A Treemap always uses Count as the aggregate.

Tip: Hover over the measure to view a tooltip with details.

Apply Filters to Dimensions and Measures

A filter can be applied to a dimension or measure using fields that belong to the same domain. Only one filter condition can be applied to a dimension or measure.

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 the list and select =, <, >, Null or Empty, or Between.

5. Click Filter Value(s) to open the 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 Treemap chart, select Exclude Selections and choose the field to filter. Select the Null or Empty operator and click OK.

The Dynamic Filter option is not available 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. Users can select one or more values from the popout menu to immediately update the chart with the selected filter values.

Dimension-level, measure-level, and chart-level filters can be configured as dynamic.

1. Turn on Dynamic Filters by clicking the toggle switch.
   

2. Click Optional Default Filter Value(s) and select the default values for the published chart. The list displays values defined in the original filter before it is converted to a dynamic filter. When the chart opens, it 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 values 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 and up arrows. Click the box icon to view only one section and collapse all other sections.

Apply Chart Filters

Filters applied in this section affect the entire visualization and are not limited to a single domain like filters applied to dimensions and measures.

1. From the Fields section, select a field to filter the entire chart and drag it into the Filters section. A popout opens.
2. Use the default setting, Include Selections, or change to Exclude Selections.
3. Click Operator to open the list and select =, <, >, Null or Empty, or Between.
4. Click Filter Value(s) to open the 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 at the dimension level, measure level, or chart level, appears as a popout menu at the top of the published chart. Users can select one or more values, and hovering over a filter displays a tooltip with the current selections.

Reorder and 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 icon at the right of a field to remove it.

Add a Chart Description

Enter a Chart Description in the text field above the chart preview. The description appears at the top of the published chart.

Export and Import Treemap Chart Configuration

After creating or editing a chart, the chart configuration can be exported directly from the designer. This allows users to replicate charts across different environments without recreating them manually.

Export a Treemap Chart Configuration

Click the Export icon in the upper right corner of the designer window to download the configuration file.

Import a Treemap Chart Configuration

When importing a chart configuration, the created chart must match the exported chart type to ensure compatibility.

1. Click the New Visualization (+) icon and select Treemap. 
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 and Actions

Treemap charts include a toolbar in the top right corner of the published chart. The Treemap Designer does not include a toolbar. The following icons are available for a published Treemap chart.

Icon	Icon Name	Description
	Edit	Click to open the designer window.
	Add Filter	Click to open a popout and apply a Runtime Visualization Filter to the visualization. The filter displays in the Local section of the Filter Panel. When a filter is active, the icon is shaded blue and changes to Edit Filter.
	Dock Item	Click to dock the visualization to the sheet.
	Maximize	Click to maximize the visualization.
	Restore	Click to restore the visualization to its previous size.
	Close	Click to close the visualization.

Note: A blue icon indicates that the option is active. A gray icon indicates that the option is inactive.

Save and Save As

When creating a visualization, only the Save button displays in the bottom right corner. After the visualization is saved, both Save and Save As display.

The Save Chart window opens when Save is clicked for the first time or when Save As is clicked.

Tip: Click Save As to duplicate an existing chart with a different name or save a new version with different settings. Click Save to update the existing chart.

When the Save Chart window opens, enter or edit the save options.

1. Enter the Name of the chart (maximum 100 characters).

2. Select the folder where the chart is to be saved.

   Note: Users with the Data Central Designer privilege can also add a new folder by hovering over an existing folder and clicking the add folder icon. To edit or delete existing folders, click the Actions icon in the master header and select Manage Objects.

3. Select the Public or Private radio button. Users with the Data Central privilege only see Private as an option. Public is also available to users with the Data Central Designer privilege.
4. Select the Roles. This option is available when saving a public visualization and is grayed out for a private visualization. Users with the selected roles can access the visualization.
5. Update the Scope. By default, the current study is selected. Use the drop-down lists for Therapeutic Areas, Compounds, Programs, or Studies to update the scope as needed.
6. Click Save to confirm the save settings or Cancel to discard the changes.

Edit a Treemap Chart

A Treemap chart can be edited to update its data and description. Chart settings in the Save Chart window can also be updated, including the name, folder, visibility, roles, and scope.

Note: The Data Central Designer privilege is required to change a private chart to public.

Edit Content

1. Hover over the visualization to edit.

2. Click the Edit icon. The Treemap Designer window opens.
   

   Note: Users may also click the Edit icon in the published chart's toolbar to open the designer.

3. Edit fields in the Dimensions, Measures, or Filters sections as needed.
4. Edit the Description as needed.
5. Click Save to update the existing chart or Save As to save it 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. Update the settings as needed.
4. Click Save to confirm the changes or Cancel to discard them.

Delete a Visualization

Saved Visualizations, Workspaces, Filter Sets, and Advanced Filters are deleted from Manage Objects, available from the Actions icon in the master header. The Data Central Designer privilege is required to delete public items. All Data Central users can delete their own private items.

1. Click the Actions icon in the master header, then select Manage Objects. The Manage window opens.

2. Hover over the name of the item to delete.

   Tip: Hover over the icon to the left of the item name to view a tooltip that identifies the item type, such as Saved Workspace, Advanced Filter, or a visualization type.

3. Click the Delete icon.
   
4. In the Delete Item confirmation window, click Delete to delete the item or Cancel to cancel the action.