Configure Data Exploration

A Data Exploration configuration defines what researchers see in Data Exploration for the datasets that use it: the filter cards and attributes, the charts, and the Person List.

To open the editor, go to the Admin Portal, select Setup and open Cohort builder config.

Manage configurations

At the top of the list, select the Data Model Configuration whose Data Exploration configurations you want to see. The list then shows a card for each configuration, with its creator, its status and a validity icon.

Status	Meaning
New	Created, but not saved yet.
Saved	Saved without pending changes.
Changed	Has changes that are not saved yet.

The validity icon shows whether the configuration is valid, invalid, or not validated yet. Select the icon of an invalid configuration to see its errors.

Action	What it does
Add Configuration	Creates a new configuration based on the selected data model configuration.
Import Configuration	Creates a configuration from JSON. Choose the data model version and paste the configuration.
Save	Validates the configuration and saves it. A configuration with errors cannot be saved.
Validate	Checks the configuration for errors and warnings without saving it.
Duplicate	Creates a copy of the configuration.
Preview	Shows the configuration as JSON, with an option to copy it.
Import	Replaces the settings of the configuration with pasted JSON.
Export	Downloads the configuration as a JSON file. If there are unsaved changes, select Save and Export.
Delete	Deletes the configuration.

warning

Do not delete a configuration that is still assigned to a dataset. Assign another configuration to the dataset first. See Assign a configuration to a dataset.

Configuration Details

The Configuration Details tab holds the general information of the configuration:

Setting	Description
Name	The name shown in the list and in the PA config dropdown when you create or update a dataset.
Clinical Data Model Version	The version of the data model configuration this configuration is based on. Select Only Show Active Versions to hide inactive and draft versions.
Creator	The user who created the configuration.
Notes	Free text, for example to describe what the configuration is for.
Wizards JSON	The configuration of the analysis wizards for datasets that use this configuration. Select Edit Wizards JSON to change it. The JSON must be an object with a wizards array.

Switch to a newer data model version

When a newer version of the data model configuration is activated, the editor shows the warning "A different version of the clinical data model configuration is active." To switch to the newer version:

1. On the Configuration Details tab, select the new version in Clinical Data Model Version.
2. In the Change Clinical Data Model Version dialog, choose one of the following:
   • Keep Current Settings: keeps your filter cards, attributes and chart settings where possible. Settings for elements that the new version no longer contains cannot be kept.
   • Discard Current Settings: resets the configuration to the defaults of the new version.
3. Check the configuration, then select Save.

Application Settings

The Application Settings tab holds settings that apply to Data Exploration as a whole:

Setting	Description
Page Title	The title of the page. Default: Data Exploration.
Enable "Add to Cohort"	Lets researchers save the persons of a filter as a cohort.
Maximum No. of Dropdown Entries for Text Attributes	Limits the number of values offered in the dropdown of a text attribute.
Maximum No. of Filtercards Allowed in Data Exploration	Limits the number of filter cards a researcher can add.
Enable Cohort Entry & Exit	Lets researchers define cohort entry and exit criteria.
Enable "Atlas Cohort Definitions"	Lets researchers turn a saved filter into an ATLAS cohort definition.
Enable Attrition Plot	Shows an attrition plot of the filter criteria.
Enable Intersect View in Attrition Plot	Adds an intersect view to the attrition plot. Only shown when the attrition plot is enabled.