Use Workbench Dashboard 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:

• Control the Case versions returned in the output
• 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.

Case Versions

In the Cases section of the filter panel, Workbench Dashboards allow you to control the Case versions Vault returns in the dashboard output and in Workbench Reports generated from dashboards:

• Latest Case Version: Only the latest Case versions
• All Case Versions: All Case versions
• Workbench Case Series: Case versions related to the specified Workbench Case Series
• Signal Case Series: Case versions related to the specified Signal Case Series

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 and events in the MedDRA Version on the Case series. Workbench Dashboards support Workbench Case Series, which is used by Safety Workbench users, and Signal Case Series, which is used by Safety Signal users.

On a Workbench Dashboard, you can use either a Workbench Case Series or a Signal Case Series, but not both. To remove a Case series, select the x icon.

Apply Workbench Case Series

Vault determines whether the Workbench Dashboard supports filtering on Workbench Case Series when you run the Open in Workbench Dashboard action from a Workbench Case Series. You can select the Workbench Case Series option and then specify the Workbench Case Series to use for this Workbench Dashboard from the Report Case Series drop-down. Then, you can apply this filter to return results specific to this list of Case versions.

Apply Signal Case Series

To apply a Signal Case Series:

1. Select the Signal Case Series option.
2. Under the Signal Case Series section, select a Signal Reporting Period. This field is unavailable for dashboards using Case series for an external data source.
3. After the Signal Reporting Period drop-down, select a Statistical Data ID or select the Advanced Search icon to use filters and refine your search. Leave this field blank to return Cases from all Signal Case Series associated with the Signal Reporting Period.
   • Vault restricts the Statistical Data options to those with the same data source as the dashboard’s Principal View. For example, if the Principal View’s data source is FAERS, the Statistical Data options include only those with a FAERS Signal Source Data. Similarly, if the Principal View does not have a Data Source, the Statistical Data options include only those with a blank Signal Source Data field, which Vault interprets as Safety data.
   • You can hover over Additional Information to learn more about the Statistical Data record you selected.
4. In the drop-down after the Statistical Data ID, select a Case count (Signal Case Series Key) field. This field is required when you select a Statistical Data ID.

Apply filters to return results based on the following Signal Case Series filters you set:

• Signal Reporting Period only: Vault returns Cases from all Signal Case Series associated with this reporting period.
• Signal Reporting Period and Signal Case Series Key: Vault returns Cases from all Signal Case Series associated with this reporting period and for the specific Case count (for example, New Fatal).
• Signal Reporting Period, Statistical Data, and Signal Case Series Key: Vault returns Cases from the Signal Case Series associated with the Statistical Data and for the specific Case count. Returned Cases also match the Statistical Data record on the following data:
  • Signal Reporting Period
  • Product Family
  • MedDRA term
  • Signal Source Data
  • The selected Case count (Signal Case Series Key) matches the API Name of the Statistical Data record.

Add Filters

You can apply the following filters on Workbench Dashboards:

• Saved filters
• Inherited filters (criteria and required)
• Additional filters (including favorite filters)
• Drill-down filters
• Bar chart filters

Saved Filters

Saved filters can be reused to resume a data analysis session. 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.

Inherited Filters

Workbench Dashboards can inherit filters from associated safety views in the following ways:

• Criteria: In the Workbench Dashboard, criteria filters appear in the filters panel under the Criteria section. When running a Workbench Report, criteria represent special parameters that change the output based on your Admin’s configuration. For example, criteria can filter data, insert additional columns, or even change report colors. To learn more about your report’s specifications, contact your Admin. For Date and DateTime filters, Vault defaults to the timezone set on your User Profile.
• Required and optional filters: In the Workbench Dashboard, required and optional filter fields appear in the filters panel under the Required Filters and Optional Filters sections, respectively. Depending on your Admin’s configuration, you may need to enter filter values in the Required Filters subsection. However, you cannot remove or edit required filter fields or operators.
  If you select a Case series on a Workbench Dashboard, required filters become optional and display in the Optional Filters subsection. Vault displays previously required filters in the Optional Filters subsection and hides the Required Filters subsection. Vault retains any filter values when you select or clear the Case series from the Workbench Dashboard.

Additional Filters

Additional filters appear in the filter panel across all tabs of the Workbench Dashboard. To set filters on the Workbench Dashboard:

1. Under the Additional Filters section, select a filter using the drop-down. If configured by your Admin, filters may be categorized into groups. Some fields require the use of Dynamic Views. A Workbench Dashboard can reference up to ten Dynamic Views for filters.
2. Select a condition.
3. Under the condition, select a filter value. You can add only one filter for a filter value. For certain text, object, and picklist field filters, you can paste rows of data from an external tool. For MedDRA fields, you can filter for terms using the MedDRA browser.
4. Optional: To remove a filter, select the x icon next to the attribute you want to remove.
5. Apply your filters to the dashboard.

Favorite Filters

The Favorite Filters list shows any filters that you’ve favorited for easier access. You can add or remove a filter from the favorites list by selecting the star icon next to its name in the Additional Filters section. Favorited filters appear as tags under the Favorite Filters subsection. Select a filter tag to re-add the filter (with its pre-selected operator) to the dashboard. You can add up to ten filters to a dashboard’s Favorite Filters list. Your favorited filters for a dashboard do not appear for other users and cannot be shared.

Drill-Down Filters

If your Admin set the Workbench Dashboard Tab as a Drill-Down Target, you can apply filters directly from a dashboard component cell and simultaneously navigate to another dashboard tab. You can apply drill-down filters for Group by fields only. In view mode, hover over a Group by field value in the table and select the Actions menu. Then, select one of the following:

• Apply Filter: Applies the filter to the dashboard component. Vault updates the component data based on the applied filter.
• Apply Filter and Go To: Applies the filter to the dashboard component and directs you to the dashboard tab you select. Only dashboard tabs configured as a Drill-Down Target appear in the list.

Applied drill-down filters appear in the filter panel under the Drill-Down Filters section across all tabs of the Workbench Dashboard. To remove applied drill-down filters, select the x icon beside the filter or select Clear All.

Bar Chart Filters

In Workbench Dashboard Tabs that are set as drill-down targets, you can apply filters directly from a bar chart by hovering over a bar in the component. Vault displays a menu with the following options:

• Apply Filter: Select this action to filter for results using only this sub-category. For example, if the bar chart is measuring Case counts (X-value) per age group (Y-value), you can select an individual bar to filter for Case count results for the Infant age group only.
• Apply Filter and Go To: If there are multiple Workbench Dashboard Components and the Workbench Dashboard Tab is set as a drill-down target, this option appears with a list of components. Select one of the components to apply the filter and navigate directly to the component.

The filter you apply from a bar chart appears in the dashboard’s filter panel.

Apply Filters

After adding filters, select Apply to run the Workbench Dashboard with your specified filters for the active tab. Vault simultaneously applies these filters to all Workbench Dashboard Components. In addition to the dashboard filters, for each component, Vault applies the filters inherited from the component’s view, if any exist.

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 and 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 (PTs) matching the Statistical Data record.

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

Optionally, you can save the applied filters to this dashboard.

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, enter a Name and 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, enter a new Name and 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.