) for the case series, and then click Edit Query.One way to create a case series is by creating a query and including the cases found by the query in the case series. You can also edit a query-based case series that you have created. To create or edit a query-based case series, you use the Query Wizard, which guides you through the process of selecting variables, selecting values, and specifying query logic.
Note: If you edit and re-execute the query portion of a query-based case series to which cases have been transferred or added manually, the application drops those cases from the case series if they do not meet the query criteria.
1. Click the Case Series tab.
The Case Series page appears.
2. To create a query-based case series, click Create Using Query Wizard.
The Select Configuration page appears.
A. From the Configuration drop-down list, select a data configuration. You can click Browse to select from a list of data configurations.
B. Click Next.
The Define Query page appears. See Defining query conditions.
or
To edit a query-based case series that you created, click the row menu () for the case series, and then click Edit Query.
The Define Query page appears.
A. To change the data configuration, on the Define Query page, click Back. You can select a different data configuration from a list of available configurations. Available data configurations are those with at least the same variables as the original case series' data configuration. The variables must have the same names and the underlying database columns must have the same Oracle data type.
B. Click Next.
The Define Query page appears.
3. Define or edit the query. For more information, see Defining a query, beginning with Step 6.
The Preview Query page appears.
4. To preview the query results, click Preview Cases. This option is available only if you specified values for all variables and your user preference Show case count by default on preview page is enabled. For more information, see Previewing a query.
5. Click Next.
The Save Case Series page appears.
6. In the Name field, type a new name for the case series. The name does not need to be unique, although Oracle recommends that you use a unique name.
7. In the Description field, leave the description or modify the description of the case series.
8. To assign the case series to an existing project, click Add to existing project and select the project from the drop-down list. Only projects associated with objects that you created or that are published to you appear in the list.
or
To create a new project and assign the case series to it, click Add to a new project named and enter a project name.
9. Click OK.
The application submits the case series to the background processing job queue. For larger datasets, the Background Processing indicator appears next to the Preferences link.
Note: The Background Processing indicator may not appear if you create a case series from a small data set that processes quickly.
The Case Series page appears, listing the new or edited case series.