Use Workbench Dashboard Filters

Learn about the different filter capabilities on Workbench Dashboards and how to use them.

About Workbench Dashboards Filters

Workbench Dashboard filters allow you to narrow the data set for more precise visualization. The Workbench Dashboard filter panel includes multiple capabilities that allow you to:

• Add a Case series
• Add filters
• Save filters
• Share filters
• Delete saved filters

Expand the filters panel by selecting the Filters () icon. If the Workbench Dashboard contains any required filters configured by your Admin, Vault displays this panel and these filters by default.

The available dashboard filters depend on the dashboard’s Principal View.

Case Series

A Case series is a static set of Case versions. Applying a Case series to a Workbench Dashboard returns data related only to that set of specific Case versions. Workbench Dashboards support Workbench Case Series, which is used by Safety Workbench users, and Signal Case Series, which is used by Safety Signal users.

To apply a Workbench Case Series, under the Report Case Series filter section, select an option from the drop-down or select the Advanced Search () icon to use filters and refine your search.

To apply a Signal Case Series:

1. Under the Signal Case Series filter section, select a Statistical Data ID from the first drop-down or select the Advanced Search icon to use filters and refine your search.
2. In the drop-down after the Statistical Data ID, select a Signal Case Series Key field. The Signal Case Series Key fields that appear are configured by your Admin.
3. Optional: Hover over Additional Information to learn more about the Statistical Data record you selected.

Learn what happens after you apply a Case series.

Add Filters

The filter panel applies the same filters across all tabs of the Workbench Dashboard.

On the Workbench Dashboard filter panel, you can select a saved filter from:

• The Select Saved Filter drop-down.
• The Edit icon next to the Select Saved Filter drop-down. This option allows you to search, sort, and select a filter.
  The saved filters appear only for users with the Viewer, Editor, or Owner role.

Alternatively, set new filters on the Workbench Dashboard:

1. Under the Available Filters filter section, select a filter using the drop-down.
2. Select a condition.
3. Under the condition, select a filter value. You can add only one (1) filter for a filter value.
4. Optional: To remove a filter, select the x icon next to the attribute you want to remove. You cannot remove required filters.
5. Select Apply to run the dashboard with your specified filters.
6. Optional: Save the filter to this dashboard.

Result

When you select Apply, Vault runs components for the active tab. When you navigate to other tabs, Vault automatically runs those tabs if you have applied new filters. Switching between tabs will refresh components only if you have applied new filters.

If you applied a Case series, Vault applies your filters to the specific set of Case versions in the series. Learn what happens after you apply dashboard filters.

Save Filters

You can save filters to a Workbench Dashboard to regenerate the data analysis results. Saved filters are available only on the Workbench Dashboard on which you saved them.

Save New Filters

To save a new filter on a Workbench Dashboard:

1. After applying filters and (optionally) adding a Case series, select Save Filter As.
2. In the Save Workbench Dashboard Filter dialog, complete the following information:
   • Name: Enter a Name for the filter.
   • Optional: Description: Enter a Description for the filter.
3. Select Save.

Save Existing Filters

To save changes to an existing filter on a Workbench Dashboard:

1. Select a filter from the Select Saved Filter drop-down.
2. Apply changes in the filter panel as needed.
3. Select the drop-down button next to Save Filter As.
4. Select Save Filter.

Rename Filters

To rename a filter on a Workbench Dashboard:

1. Select the drop-down button next to Save Filter.
2. Select Rename.
3. In the Rename Workbench Dashboard Filter dialog, complete the following information:
   • Name: Enter a new Name for the filter.
   • Optional: Description: Enter a description for the filter.
4. Select Save.

Share Filters

To share the data analysis results returned by the Workbench Dashboard with other users, you can share the filters and Case series you used to generate the results. You can also manage the list of users who have access to your shared filters in the Sharing Settings section.

To share filters:

1. Select the drop-down button next to Save Filter As.
2. Select Share.
3. In the Sharing Settings section, you can:
   • Add users:
     1. Select Add.
     2. In the Add Manual Assignment dialog, complete the following information:
        • Role: From the drop-down, select a Role to which you want to assign the user.
        • Users and Groups: From the drop-down, select a user or a user group.
     3. Select Save.
   • Delete users:
     1. Hover over a user.
     2. Select the x icon.
     3. In the Remove Member dialog, select Continue.
   • Filter users: Next to the Filters icon, select a user role and/or user or group from the drop-down.
   • Export the list of users in CSV format:
     1. Select the Actions menu.
     2. Select Export to CSV.

Delete Saved Filters

Only users with the Owner and Editor role can delete filters. If you no longer need a saved filter, you can delete the filter from the Workbench Dashboard using the following methods:

• From the drop-down button:
  1. Select the drop-down button next to Save Filter As.
  2. Select Delete.
  3. In the Delete [filter name] dialog, select Continue.
• From the Manage Workbench Dashboard Filters dialog:
  1. Select the Edit icon next to the selected filter.
  2. In the Manage Workbench Dashboard Filters dialog, select the Delete icon next to the filters you want to delete.
  3. Select OK.

Filter Application Logic

Vault executes the Workbench Dashboard and all components using your specified filters. Any filters you apply to a Workbench Dashboard apply simultaneously to all components. In addition to the dashboard filters, for each component, Vault applies the filters defined on the component’s view, if any exist.

After you apply your filters, Vault saves your filters for the next time you access this dashboard.

If you applied Case series to this dashboard, Vault returns data that is related to only the Case versions in this static list. Additionally, for Signal Case Series, Vault returns data related to only the Case versions for the selected Statistical Data and Signal Case Series Key, for example, New Fatal Count. Depending on the dashboard parameters, the results may include additional Case Products and Case Adverse Events, which you can filter out by applying filters on Product Family and MedDRA Preferred Terms (PT) matching the Statistical Data record.

When you select Clear All Filters, Vault clears any operators (for optional filters) and filter values you set, with the exception of Case series filters. To remove a Case series filter, select the x icon beside it.