Skip to content

Standard Filters

The Standard filter tab of the Subjects Explorer 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.

Subjects Explorer Standard Clip

A Standard filter is one layer deep with no repeating sub-filters. Standard filters have one Logical Operator representing a grouping of filters (one or more filters) you've selected.

Standard Filter Selections

Under the Standard tab of Subjects Explorer are the following selection options:

  • Saved Filters - Saved Filters is a dropdown menu where you can load a saved filter.
  • Filter toolbar - Clear – Users can clear their selected filters by clicking this button

    Note: The line at the top of the Subject Explorer and under Standard changed from green (standard) to blue (no filter).

  • Save – 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., to create a filter for High Risk Cancer Patients, the user with the Layout Admin ABAC privilege would select the filtering criteria, click this button, and name it to save it.)

  • Filters – Click on this to see all the Saved Filters created in the project.

    Saved Filters

    Users with the Layout Admin ABAC privilege can also click the trash can on the filter row they wish to delete as a saved filter.

  • Filter Types – Users with the Layout Admin ABAC privilege can simplify the Subject Explorer 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). To do this, click on Filter Types and select the checkboxes for the filters that apply to the project. Enable Filters Pardon our dust

    Available Filter Types:

    • Subject Identifiers
      • Subject Name
      • Subject Email
      • Subject Identifier
    • Demographics
      • Birth Sex
      • Living Status
      • Subject Age
      • Subject Zip Code
      • Subject Race
      • Subject Ethnicity
      • Subject Tags
    • Surveys
      • Survey Assignment
        • Select the survey name
        • Checkbox for "All versions of survey" (if unchecked, you can select what versions you want to specifically view)
        • Assignment Count
      • Survey Status – Filter subjects on the status of the designated survey
      • Survey Results – Filter subjects based on the answers to survey questions
    • Consent
    • Life Extend
    • Cohorts
    • Conditions
    • Procedures
    • Medications
    • Observations
    • Specimen Samples
    • Omics Availability
    • Short Genetic Variants
    • Copy Number Variants
    • Structural Variants
    • Gene Expression

    Users can add filters from this Filter Type list by doing the following: 1. Navigate to the Advanced tab 1. Click on the Logical Operator root 1. Go to the Add tab 1. Click the "+" beside the filter category of interest 1. Select any checkboxes within the filter categories listed

Subject Identifiers

  • Subject Name (disabled in masked mode) – If in masked mode, click on the masked mode icon (insert masked mode icon) to get into unmasked mode. Then type the name of your subject in the Subject Name search box. You can enter the first name only
  • Subject Identifier (separate multiple identifiers with a comma)

Demographics Birth Sex

  • Male
  • Female
  • Unknown Living Status Settings o Living o Deceased Save (lets you save this single filter of the filter tree to use at other times) Delete (removes the filter) Subject Age
  • Lower
  • Upper Subject Zip Code (1-5 digits. Separate with commas) Subject Race Subject Ethnicity Surveys
  • Assigned Survey – presents a drop down with all surveys assigned to this subject. There is an All versions of the survey? checkbox if you want to see all the versions assigned to the subject.
  • Assignment Count (Lower, Upper)
  • Survey Status – Presents a dropdown menu and an All versions of the survey? checkbox if you want to see all the versions assigned to the subject.
  • Survey Status checkboxes (Not Started, In Progress, Completed) Consent Short Genetic Variants



Short Genetic Variants

Example of Filtering Within and Across Filter Categories

In our 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.

Filtering Example

Here's how we set this up: Standard Filters

  1. Click on the Standard tab
  2. Click on the "+" next to Demographics to expand it
  3. 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)
  4. 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.
  5. 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 3 subjects.

Results of our Example

Our filters returned 3 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 3 subjects have met the birth sex filter (female OR unknown sex - same category) AND the subject age filter (between the ages of 5 and 50 years old - different category).

We can click on the Advanced tab and view our filter tree branching off from a single Logical Operator (see image below). The filter tree is automatically crafted as we select our filters.

Logical Operator

Advanced Filters

While all Standard filters are Advanced filters, not all Advanced filters are Standard filters.

An Advanced filter is a complex filter with one of the following:

  • multiple Logical Operators
  • a Logical Operator set to
  • competing criteria (E.g., setting a filter to find subjects that have a birth sex of both male and female. This is competing because they cannot be born as both genders)

Logical Operator as a sub-filter example of testing the limits of this is us going to the Standard tab and selecting the demographic of “all males”, then clicking on the Advanced tab and clicking on the Logical Operator card on the left, adding the demographic of “all women”. This is absurd because no one can be male and female at the same time. The filter results in the table on the right is empty. And if you click back to the Standard tab, you’ll get the following message popup:

Subjects Explorer Switch

This is because Standard mode only can handle simple filters with non-competing criteria, and in our subject pool someone cannot have two different birth sex selections at the same time.

However, you can go into the Advanced tab and make it so you can select “males” or “females”, but this is now too advanced to fit under the standard mode. Another thing that would disqualify it from being a Standard mode is having a Logical Operator as a sub-filter.

Green is the designated color for the Standard filter option and is reflected in the green line across the Subject Explorer 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 Subject Explorer filter.

Last update: May 28, 2020