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Overview

Insights is a page within the PHC where subject data for the entire project population is analyzed and visualized using graphs. Users with the layoutAdmin ABAC privilege can create custom layouts, selecting from various graphs and defining the criteria for data displayed. These layouts can be saved for other users to easily access via a dropdown menu.

Note: To visualize the data of a single subject, click the link to learn how to create a layout for a single subject using the Subjects tab in the sidebar of the PHC.

Upon opening the Insights tab, you'll be presented with a default demographic layout consisting of four graphs representing:

  • Gender
  • Race
  • Living Status
  • Age

Any data from the subjects in your project associated with these four categories is now visualized in graphic form.

Note: This layout cannot be saved or modified. If you create a new layout, this demographic layout disappears. However, deleting all created layouts will return you to this initial demographic layout.

Demographic Layout

Any "unknown" in the graphed data represents any questions/categories that do not have data associated with it. There are two instances of this in the clip above. The first is in the Gender graph where some subjects have "unknown" gender. This appears because they did not provide an answer to the gender question. The second instance is in the Race graph where all responses are "unknown" because the subjects in the project were not asked about their race and thus there is no data associated with this category.

Data from the Life Extend (LX) app may also be viewed in Insights but you must first invite the subject to your organization and they must accept the invite.

Insights Layouts

The Layout Dashboard is composed of custom modules (graphs/charts) displaying the subject data you choose and how you want the data visualized. Layouts can be edited after they have been created, though certain admin permissions are needed to be able to create or edit a layout.

Modules

The types of modules available for your dashboard include:

Creating a Layout for all Subjects in a Project

  1. Click the Create Layout button in the blue header at the top of the page. This will open the Manage Layouts page. First Layout Here you can create a new layout, delete a layout, change a layout's name and description, copy a layout, or set a layout as default.

  2. Click the Add Layout icon in the top right of the Manage Layouts screen to add a new layout. (You can create multiple layouts) Add New Layout

  3. Name your layout in the window that opens. Layout Name

  4. Give a description for your layout (optional). This description will only be visible in the Manage Layouts page.

  5. Click the Create button. This will take you to the Manage Layouts page.

  6. Click Done to navigate to a blank layout dashboard where you will add your modules. The name of your newly created layout is visible in the blue header at the top of the page.

  7. To the right of the layout name are two icons:

    • Expand allows you to switch between all layouts available or select Manage Layouts Expand and Edit

    • Edit Layout - allows you access to the Add Module button as well as opens a toolbar with other options to edit your current layout.

  8. Click Edit Layout to add modules/graphs to your layout.

Edit Layout

Insights Edit Clicking the Edit Layout icon in the blue header of the Insights tab allows you access to the following:

  • Add Module button (found in the bottom right of the screen)

  • Edit Layout Toolbar (opens upon clicking the Edit Layout icon in the header)

    • Raw Edit - Here you can view and copy the JSON code of the current layout. This is helpful if you want to copy a complex layout you created in one project and place a copy of it in another project.

      1. Click the Raw Edit
      2. Click the Copy to Clipboard button at the bottom of the screen with the JSON code.
      3. Click the "X" in the top right corner of the JSON code screen to leave that screen.
      4. Click to a different layout or a layout in a different project.
      5. Click the Raw Edit in this current layout.
      6. Select all the code on the screen(to delete existing layout) or add the copied layout to an existing layout by clicking the screen in the location you want to add the new layout.
      7. Paste the code onto the page using Ctrl+V (Windows) or Cmd+V (Mac) .
      8. Click Save at the bottom of the screen.
      9. It will take you to the Layout Dashboard and will apply any data in the current project that applies to the newly added layout modules.
    • Clear - This will clear your entire patient viewer dashboard.

    • Save Changes - This saves any changes you've made to the existing layout.

    • Cancel - Cancels anything you've added since your last save and takes you out of the Edit Layout menu.

Modules

Modules are the graphs/charts that make up a layout. You can customize each module, determining what data is shown, what subject populations to compare, and what module type you'll use to visualize your data.

There is no limit to how many modules you have in a layout, though some graphs take more time to load.

Modules

The types of modules available for your dashboard include:

It is important to note that your data will not automatically save. It is good practice to save your work often by clicking the Save Changes icon , found in the blue header in the Edit Layout toolbar.

Move, Edit, Remove, and Resize Modules

Each existing module can be adjusted with ease by clicking an icon or a handle.

Module Handles

Move a Module

Each module has a series of dots at the top that acts as a handle.

  1. Go into Edit Layout mode, by clicking the Edit Layout icon in the blue header.
  2. Click and hold the handle to drag and drop your module anywhere in your layout.
  3. Click Save Changes icon in the blue header to save your changes.

Resize a Module

Each module has a resizing handle (a triangle of dots) in the bottom right corner, allowing you to adjust the size of your module.

  1. Be sure you are in Edit Layout mode, by clicking the Edit Layout icon in the blue header.
  2. Click and hold the resizing handle as you stretch or shrink the module to the desired size.
  3. Click Save Changes icon in the blue header to save your changes.

Edit Module

You can reopen the module settings and perform edits on existing modules:

  1. Go into Edit Layout mode, by clicking the Edit Layout icon in the blue header.
  2. Click the Edit icon in the top right corner of the module.
  3. Make corrections to your module settings in the window that opens.
  4. Click Apply to build your chart in the layout.
  5. When you are satisfied with your chart, click the Save Changes icon in the blue header to save your changes.

Remove Module

To remove a module from your layout:

  1. Be sure you are in Edit Layout mode, by clicking the Edit Layout icon in the blue header.
  2. Click the in the top right corner of the module you want to remove.
  3. Click Save Changes icon in the blue header to save your changes.

Manage Layouts

The Manage Layouts page of Insights can be accessed by clicking the expand icon found beside the current layout name in the blue header. Manage Layouts displays all created layouts for this project.

Layout Manager Options

On this page, you can:

  • Add a new layout by clicking the plus sign at the top right of the page.

  • Admins can set the Default layout by clicking the button to the left of the layout you wish to set as default.

    Note: The default layout is the one new users will be presented with the first time they open Insights. Existing users will be presented with the layout they most recently viewed in Insights.

  • Edit the title and description of a layout.

  • Copy a layout.

  • Delete a layout.

Additional Layouts

Creating additional layouts in Insights allows you to present different sets of data on different layout pages (for example, demographic data layout versus pain rating data layout).

To create additional layouts:

  1. Click the expand icon in the blue header at the top of the page. New Layout

  2. Next, click the Manage Layouts button to open the Manage Layouts page. Layout
Creation

  3. Click the add new layout in the top right of the Manage Layouts screen (see above clip).

  4. Name your layout in the window that opens.

  5. Give a description (optional). This description is only visible on the Layout Manager page.

  6. Click the Create button. This will return you to the Manage Layouts page where you should see all created layouts, including the one you just created.

  7. Click Done. This will take you back to the Insights Dashboard.

  8. Click the expand icon in the blue header at the top of the page to switch to the new layout and begin editing.

    Why make multiple layouts? You may want to display different data depending on who is viewing the data. One layout may be to show patients, another may be used for researchers to compare success of treatments based on genetic mutation.

Copying a Layout

You can copy an existing layout by clicking on the Raw edit icon . This allows you to access the JSON code for the modules on the layout page.

How to Copy a Layout from One Project to Another:

  1. Click the Edit Layout icon in the layout you want to copy.
  2. Click the Raw Edit icon
  3. Click "Copy to Clipboard" at the bottom of the page.
  4. Click the Close icon in the top right corner of the screen to close the Raw edit.
  5. Navigate to the project you want to paste the layout into.
  6. Go into Insights and create a new layout or choose the layout you want to paste the JSON code into.
  7. Click the Edit Layout icon
  8. Click the Raw Edit icon
  9. Select the existing code and delete it (optional) and/or click the cursor on the screen beneath "Configuration JSON" and Ctrl+V (Windows) or Cmd+V (Mac) to paste the copied JSON code.
  10. Click Save at the bottom of the screen. This will show you the same layout using the data in the current project.

    There is also availability to copy a layout in the Manage Layout screen. Here you would duplicate with a copy function.

  11. Clear - Clears the entire layout page. You are presented with the following warning: "Are you sure you want to reset your patient viewer dashboard?"

  12. Save Changes - Saves your progress (use this often). If you click on the Cancel icon before saving your progress, you will lose it all.

  13. Cancel - Cancels anything you've modified since the last time you clicked the Save Changes icon.

To add a module, click on the add button at the bottom right of the screen. It opens a selection window with the following module options:

  • Pie Chart - for general data
  • Bar Chart - for general data
  • Scatter Chart - for general data
  • Line Chart - for general data
  • Oncoprint - for genomic data
  • Heatmap - for genomic data
  • Sample PCA - for genomic data
  • Gene Network - for genomic data
  • Survival Curve - for general data
  • Single Value - for general data

Cohorts

Cohorts are subsets of the whole and are useful for filtering out the data visualized in an Insights graph. Only individuals with the Create Data privilege can create a cohort for the project. An example of a cohort is, "all living men, ages 20-45, that are caucasian, and diabetic". Selecting this cohort will display data from only the subjects in the project that meet the criteria defined in the cohort. Any cohort saved in your project will be available in the Cohort expander in the header of Insights. The cohorts you choose in the Cohorts expander are not saveable, meaning, if you click away from your Insights layout, you will have to click on the Cohorts expander in the header and reselect the cohorts you wish to compare in all of the modules.

In Insights, you can select up to 4 cohorts, or up to 3 cohorts and "all" (all is not a cohort, all is everybody in the project). Selecting more cohorts than what is allowed will cause the last one selected to be rejected with the following message:

"The graph is limited to 4 cohorts."

To resolve this, remove any cohorts needed to comply with the limit.

You can check the cohorts created for the project in the Cohorts tab or by clicking on expand icon for Cohorts in the blue header at the top of the Insights page.

Example of Selecting Different Cohorts in Insights

Cohorts Example

In the clip above, selecting different combinations of the available cohorts and clicking Apply will cause the graphs to redraw to represent the data called forth in the selected cohorts. If you select multiple cohorts, your pie chart modules will draw a pie chart to represent each cohort.

Note: Not all modules can display multiple cohorts. Bar, Scatter, Pie, and Line charts all have the ability to reflect multiple cohorts.

The example below shows a bar graph with three cohorts chosen: All, Living Men, and Living Women. Each cohort is represented by a different colored bar. Cohorts Bar

Layout Edits

Configure the Layout: Click on the expand icon for Layout in the blue header at the top of the page. This will open the editing tools (Raw edit <>, Discard, Edit, and Close) Select the Layout page you want to configure. You will see a blank screen. Click the Edit Layout icon in the blue header at the top of the screen. Select the edit layout icon in the blue header at the top of the page. Click the plus sign at the bottom right of the screen to add a module.

Edit layout If you have permission to edit layouts you can modify, add, or subtract layouts: Click the Edit Layout icon. Each module (type of data display) there is an edit button.

Filtering

Filter

Filters do not create a cohort, rather, they are a temporary subset. This is a way to get a more complicated query than what is offered in the current subject search. You can filter your results by clicking the filter button and typing a command for example, patients.demographics.gender=female or selecting subject tab in a project/subject filters/advanced/add query/typing command for example, patients.demographics.gender=female.

Filtering is not often used. The main difference between typing the command using the filter button on the Insights page and using the advanced subject filter on the Subjects page is the Filter is temporary while the Advanced subject filter can be saved as a cohort. On the advanced subject filter, you can click "Show Help" and you will be provided with examples of commands to help your query.


Last update: 2021-04-20