Create and edit a data visualization

In Oracle Clinical One Analytics, you can visualize clinical data from a study in Oracle Clinical One Platform and add your visualizations into a workbook that can be shared with analysts and statisticians on your study team.

Now that you have prepared your data, it is time you build a visualization.

Want to see how to perform this task? Watch the video below.

This procedure takes you through the high-level steps for performing this task in Oracle Clinical One Analytics. Many of the steps required for this task depend on a multitude of things, including the purpose of your visualization. For more information, see Build a visualization.

Tip:

At any moment, you can undo and redo last edits as you work. Use the Undo () and Redo () buttons repectively. You can use these options only if you haven't saved the workbook since making the changes.

1. Open a workbook:
   • Open an existing workbook as described in Access workbooks in your catalog.
   • Create a workbook and add a dataset to work with
2. If required, Create calculated data elements to use as values and measure data.
3. From the Data Panel, expand folders within the loaded datasets to see available data elements, and select one or more data elements to include in your visualization.
   For multiselction, press the Ctrl key as you select data elements.
4. Add data elements into your canvas to create a visualization:

   Option	Description
   Drag/Drop	You can drag and drop data elements into your Visualize canvas, one by one or using multiselction. This will generate a Table type visualization by default, which you may change later if required.
   Create Best Visualization	You can right-click on your data elements selection and click Create Best Visualization. This will add the best visualization type defined by the system based on the set of data elements selected.
   Pick Visualization...	You can right-click on your data elements selection and click Pick Visualization..., then select a visualization type. This will add a visualization of the selected type for your data.

5. Drag and drop data elements and calculations into the Grammar Panel to configure your visualization.
   The Grammar Panel contains sections that you can customize by associating with various data elements.

   Note:

   The sections available in the Grammar Panel for customization depend on the visualization type.
   • Change the visualization type by selecting it from the dropdown in the top section of the Grammar panel. Learn more about visualization types.
   • Add, delete, replace and rearrange rows and columns.
   • Assign data to the X and Y-axis.
   • Add color or shape indicators according to specific data elements.
   • Add details to the tool tip.
   • Add filters to your data specific to that visualization
   For more information, check out the Related Topics section.
6. To save your work, click Save or Save As from the save drop-down () in the top menu bar.
   • If you select Save your work is saved in the current location with current name and description.
   • If you select Save As, in the Save Workbook dialog, enter a name and a description for your workbook and select a folder to save your work.

     Note:

     You can either save it for personal use in My Folders or share it in Shared Folders.

You can open a saved workbook and make edits at any time. Once you have created a visualization you can:

• Add multiple visualizations in a canvas.
• Create and apply filters.
• Organize visualizations in dashboards.
• Create stories.
• Export and share your work.