Filtering data on clinical values for the current view

Use this procedure to perform single column filtering on clinical data values. You can filter on any one column at a time, except for the columns for the review states, site, subject, and visit.

• Columns that contain entered values are filtered by the normalized value.
• For each column you filter, you can select up to five filtering criteria that are appropriate for the column type (for example, numeric, case-insensitive alphanumeric, or date).
• Column filtering is applied only in the current view. All column filtering selections are lost when you navigate away from the current view.

To filter on clinical data:

1. Navigate to the Record Listing View or Record Comparison View in the Data Viewer.

   For more information, see:

   • Displaying the Record Listing View.
   • Displaying the Record Comparison View.
2. In the Form Data table, click a data cell.
3. In the Filters pane, click the Filter column data icon ().

   The Column filter dialog box appears. For a description of the fields on this page, see Column filter dialog box.

   The Column filter dialog box is populated with the column name for the cell you selected, and the filtering conditions that are appropriate for the column type (for example, numeric, case-insensitive alphanumeric, or date).

4. Enter the filtering criteria for the selected column.

   For example:

   • For a numeric column, such as a height column, enter a value for the height.
   • For a alphanumeric column, such as a gender item on a Demographics form, enter the value (male or female).
   • For a date column, enter the date in the appropriate format.
5. Optionally, click the plus sign (+) to add another row of criteria for the selected column.

   You can specify a maximum of five criteria for each column.

6. When you are done entering all the filtering criteria, click Apply.

   The view refreshes, and shows the data filtered with the specified criteria. The results for the column filter are combined with other selected filtering criteria, such as the site, subject, and form states.

   When column filtering is applied, the column name with the applied column filtering criteria appears in the view as follows:

   • Record Listing View—Title bar in the Summary Data Pane displays.
   • Record Comparison View—Title bar in the data view panel where you set the column filtering.
7. To clear the filtering criteria, delete the values in the Column filter dialog box, and click Apply.

   The column filtering conditions are cleared, and the view refreshes with no column filtering.