The Standard filter tab of Subjects presents easy filtering of the data for all subjects in your project by clicking checkboxes, selecting from dropdown menus, and inputting values to define the basic filters.
A Standard filter is one layer deep with no repeating sub-filters. Standard filters have one Operator representing a grouping of filters (one or more filters) you've selected.
Green is the designated color for the Standard filter option and is reflected in the green line across the Subjects tab as well as a green colored dot beside the category we are filtering on. This is beneficial when we have all the menus compressed but want to see what we are filtering on. Multiple dots mean multiple categories used in the Subjects filter.
Saved Filters, found on the left of the page, is a dropdown menu where users
can load filters that have been created by a user with the
Layout Admin ABAC
Beneath the Saved Filters dropdown menu is the Filter Toolbar with four tools to help the user's experience:
Users can clear their selected filters by clicking this button. This will also change the coloring of lines from green (standard filter) to blue (no filter.)
Users with the
Layout Admin ABAC privilege can create a custom saved filter for others to later select from the Saved Filters dropdown
menu. (E.g., an admin may select various criteria and save it as a filter named High Risk Cancer Patients)
To save a filter:
- Select the filtering criteria
- Name it and give a description (optional)
- Click the Save button
Clicking this button opens a new window entitled Configured Filters. Here you can view all the Saved Filters created in the project. Also, users with the
Layout Admin ABAC privilege can delete a saved filter by clicking the trash can icon as seen in the image below.
Users with the
Layout Admin ABAC privilege can simplify the Subjects experience for users in their project by eliminating filter options that are not relevant to the project. E.g., a fitness coach will not need access to Omics filters, so the admin can delete any genetic filters so the fitness coach only sees the filtering options that correspond to his clients and the data he collects.
To modify which filters are available, admins will click on Filter Types and select the checkboxes for the filters that apply to the project.
Users can search for subjects using this preselected set of filters in one of two ways:
- In the Standard tab they select filters
- In the Advanced tab, set a complex filter by:
- Navigating to the Advanced tab
- Then click on the Operator node
- Click the Add tab in the window that opens
- Click the "+" beside the filter category of interest
- Select any checkboxes within the filter categories listed
To view filter categories and options available, click here.
Example of Filtering Within and Across Filter Categories
In our example project, we want to filter all subjects who have a birth sex of unknown OR female AND who are between ages 5-50 years old.
Here's how we set this up:
- Click on the Standard tab
- Click on the "+" next to Demographics to expand it
- Select the checkbox beside Female (the number next to Birth Sex says 5 and the table to the right lists the five female subjects in our project)
- Select the checkbox beside Unknown (the number next to Birth Sex updates
to 13, representing the 5 females plus the 8 unknown and the table to the
right lists the 13 subjects matching female or unknown)
- Note: Since these filters are within the same filter category (birth sex) the results are "Ored," meaning it will return results of female or unknown birth sex.
- In the Subject Age boxes, type 5 in the Lower box and 50 in the Upper box to tell it you want subjects between 5-50 years old. The number beside Subject Age is 6, meaning 6 subjects in our project are in this age range - however, the table to the right only shows three subjects.
Results of our Example
Our filters returned three subjects. This is because filters across different categories are "Anded", meaning they have to meet the other category and this different category. In our project, only three subjects have met the birth sex filter (female OR unknown sex - Ored because these filters are in the same category) AND the subject age filter (between the ages of 5 and 50 years old - Anded because this filter is in a different category).
We can click on the Advanced tab and view our filter tree branching off from a single Logical Operator. The filter tree is automatically crafted as we select our filters.