Create a workbook and select a dataset to work with

Create a workbook to start visualizing and analyzing your data. As a Clinical One Cloud Service user, you can access your study data in Oracle Clinical One Analytics through predefined datasets. Select the ones relevant to your work and add them to your workbook to start visualizing and analyzing the data.

To use Oracle Clinical One Analytics and create workbooks, you must be assigned the appropriate permissions and study roles in Clinical One Cloud Service. For more information, see About your access to Oracle Clinical One Analytics.

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

Before creating a workbook, review all the available datasets and their descriptions. See Dataset descriptions.

  1. Open Oracle Clinical One Analytics to access the Catalog page.
  2. Create a workbook using one of the following options:
    Option Steps
    From the create menu
    1. From the toolbar, select Create, then select Workbook to open the Add Data page
    2. Select a dataset, then select Add to Workbook to open the New Workbook page.
    From the Data page
    1. From the navigation menu Analytics navigation menu, select Data to open the Data page.
    2. Select a dataset to open the New Workbook page including the selected dataset.
  3. (Optional) Add additional datasets to a workbook using one of the following options:
    Option Steps
    From the workbook toolbar
    1. At the top of the New Workbook page, select Data.
    2. Select Analytics Add Datasets Plus to open the Add Data page.
    3. Select a dataset, then select Add to Workbook. The dataset appears in the left data panel under the original dataset.

      Tip: To remove a dataset, right-click it and select Remove from Workbook.

    From the left data panel
    1. In the left data panel, next to the search field, select Analytics Add Datasets Circle Plus, then select Add Data to open the Add Data page.
    2. Select a dataset, then select Add to Workbook. The dataset appears in the left data panel under the original dataset.

      Tip: To remove a dataset, right-click it and select Remove from Workbook.

  4. (Optional) Apply filers to a workbook using one of the following options.

    Note:

    Filters can only be added on the Visualize page. Select Visualize at the top center of the screen.
    Option Steps
    Drag an element to the filter bar
    1. In the left data panel, expand the folders and select a data element (for example, STUDY_ID_NAME) to use as a filter.
    2. Drag the element to the filter bar at the top of the page to open the filter. For more information, see Filter Settings below.
    Add a filter from the filter bar
    1. From the filter bar, select Analytics Add Datasets Circle PlusClick here or drag data to add a filter.
    2. From the list, select a category, then select the data element you want to filter by. For more information, see the Filter Settings below.
    Filter Settings (after the filter opens)
    • Select a filter type: List or Top Bottom N. For more information, see Filter Types.
    • If applicable, enable Exclude and/or Nulls. For more information, see Exclude Selected Filter Values and Include Null Filter Values.
    • In the left pane, select the values to include, or select Add (#) to include all values.

      Tip:

      Filters are cascading by default, so one filter can limit the values available in others on the same canvas. Using multiple filters—especially with large data volumes—can increase query runtime and may cause timeouts. To disable cascading, open the Filter Bar Menu Analytics Filter Bar Menu and set Limit Values By to None. This applies to all filters on the canvas.

    For more information see Create and apply filters.

With an open workbook, you are ready to visualize and analyze your data:

Parent topic: Prepare data