Adding an item to a data series

After you add an item to a data series in a data mapping, you can specify the circumstances for which the item is mapped to the data series. For example, an item that appears on several forms in a study can be added to a data series, but you might want to analyze data collected for the item only when it appears on a specific form. In that situation, you can map the item to the data series for the specific form.

Note: The data types of an item and data series determine whether the item can be added to a data series. For more information, see Data types for data series.

In the Project Explorer, select the Data Mappings Explorer bar.
In the Project Explorer, select one of the following:
- Rule Mappings
- InForm Mappings > CDD
- InForm Mappings > CIS
Select a data series.
The Data Series Editor appears in the workspace, and all items in the data series appear in the grid.
Select the Add To tab to open the Add To browser.
Do one of the following:
- In the Filter field, type a keyword.
- Click Advanced Filtering.
  1. Specify the properties on which to apply the filter.
  2. Specify the display format for the filtered results.
  - Click Refresh Results ( ).
The item is added to the data series. If custom data dimensions were defined for the data set that contains the data series, the Select Custom Dimension dialog box appears.
If the Select Custom Dimension dialog box appears, select the custom data dimension to use, and from the Labels drop-down list, choose a codelist label for the custom data dimension. Optionally, depending on how the custom data dimensions were set up, you might be able to provide a user-defined label in the Labels field. Click OK.
Note: If you type a label or modify an existing label, a new codelist item is created for the codelist.
Optionally, add more items to the data series.

Note: When you add an item to a data series by selecting a study event or form, you can determine when the item is mapped to the study event or form.

In the Project Explorer, select the form or study event containing the item to be added to a data series.
Either the Form Editor or Study Event Editor appears in the workspace.
Select the Data Series Summary tab.
If a form is selected, its items appear in the grid.

If a study event is selected, its forms appear in the grid.
Optionally, to change your view of the grid, use the filters at the top of the grid.
In the item's row in the grid, click the cell in the column for the data series to which you want to add the item.
A drop-down arrow appears at the end of the cell.

Note: If the item cannot be added to the data series—for example, if the data types for the item and data series are not compatible—None compatible appears in the cell.
Click the drop-down arrow, and select one of the following options from the list:
- None—The item is not added to the data series.
- Always—The item is always mapped to the data series, on every form, in every study, and in the library.
- Form—The item is mapped to the data series only when the item appears on a specific section (or form, if the form has no sections). You can select this option for multiple sections or forms.
- Study Event—(Available only when a study event is selected.) The item is mapped to the data series only when it appears on any form in a specific study event. You can select this option for multiple study events.
- Study Event & Form—(Available only when a study event is selected.) The item is mapped to the data series only when it appears on a specific form in a specific study event.
If you select a data series that has custom data dimensions, the Select Custom Dimension dialog box appears. Otherwise, skip the next step.
Select a value for each custom dimension, or, if providing a user-defined value is allowed, type a value for each custom dimension.
If the item is an integer or float, you are asked if you want to map the normalized value, entered value, or entered unit to the data series.

Note: You can create one data series for each type of value, so you can map the item to three data series (one for each representation of the unit).
For an integer or float item with a selected unit, select the item representation to map to the data series. You have the following options:
- Normalized value
- Entered value
- Entered unit
Optionally, add the item to more data series, or add other items to data series.

The Data Series Summary tab appears in the editors for study events and forms.

Data Series Summary tab—Option descriptions

Option	Description
Filtering bar
Mapping	View data series in the selected mapping.
Data Set	View data series in the selected data set.
Filter	Show All—View all items Associated—View items that are part of a data series. Not Associated—View items that are NOT part of a data series.
Compatible types only	When selected, items that cannot be added to any data series are hidden.
CardView	View each item grouped individually.
Fields
Forms and Items columns	Forms and items appear as the left-most column headers. The Forms column appears only when a study event is selected. The columns list all forms and items in the study.
[Data series names] columns	Data series appear as column headers in the grid beneath column headers of their data sets. The cells where an item meets with the data series have one of the following background colors: Gray—You cannot map the item to the data series. White—You can map the item to the data series. The following mapping types are available: [No value]—The item is not in the data series. Selecting [No value] for an item that previously was mapped to the data series removes the item from the data series. Always—The item is always mapped to the data series, on every form, in every study, and in the library. Form—The item is mapped to the data series only when the item appears on a specific section (or form, if the form has no sections). You can select this option for multiple sections or forms. Study event—(Available only when a study event is selected.) The item is mapped to the data series only when it appears on any form in a specific study event. You can select this option for multiple study events. Study event & Form—(Available only when a study event is selected.) The item is mapped to the data series only when it appears on a specific form in a specific study event.

The Select Custom Dimension dialog box appears when you add an item to a data series, and the item is in a data series that is in a data set with one or more custom data dimensions defined.

Select Custom Dimension dialog box—Option descriptions

Option	Description
X	When checkbox is selected, custom data dimension is selected.
Dimension Name, Dimension Description	Name and description of the custom data dimension.
Data Type	Data type of the custom data dimension
Labels	Drop-down list containing the codelist item labels for the custom data dimension. Note: If you type a label or modify an existing label, a new codelist item is created for the codelist.