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Sidepanel Filters and Controls

a09_sidepanel_controls.Rmd

Introduction

This vignette documents the left sidepanel controls in the Viewer and how they interact.

Sidepanel controls
Sidepanel controls

Important model: staged vs applied

Most sidepanel inputs are staged until you click Apply Filters.

  • Moving sliders, changing heritage checkboxes, changing cluster count, or editing Top N does not immediately recalculate active concepts.
  • Apply Filters is the commit action for filter state.
  • Apply Table Selection is the commit action for manual Show checkbox edits made in the Dashboard table.

Action buttons

Apply Filters

Recomputes concept visibility from sidepanel criteria:

  • Heritage Types
  • Target Prevalence range
  • Prevalence Difference Ratio range
  • Ordinal-row visibility rule

Then plot-level filtering is applied (cluster prevalence / Top N by SD) when rendering the dashboard.

Apply Table Selection

Persists manual table Show values as active visibility state.

Special rule:

  • if an ordinal row is set to Show = TRUE, its linked main concept is also forced to TRUE.

Recluster

Runs live reclustering only in Patient mode.

  • In Summary mode this button is disabled.
  • Summary clustering changes are applied when Apply Filters is pressed with the selected cluster count.

Sidepanel controls

Heritage Types

Domain-family include/exclude control.

  • If a heritage is unchecked, its concepts are excluded.
  • If all are unchecked, the app falls back to treating this as “all heritages selected”.

Target Prevalence (%)

Range filter on target cohort prevalence.

  • Keeps concepts with TARGET_SUBJECT_PREVALENCE_PCT inside the selected range.

Prevalence Difference Ratio

Range filter on contrast effect size.

  • Keeps concepts with PREVALENCE_DIFFERENCE_RATIO_DISPLAY inside the selected range.

Show ordinal data rows for active main concepts

Toggles whether ordinal rows are shown.

  • ON: ordinal rows can be shown, but only for main concepts that are active.
  • OFF: all ordinal rows are hidden.

Cluster Prevalence (%)

Minimum prevalence threshold within the currently selected cluster view.

  • Active only when Dashboard view is a specific cluster (C1, C2, …).
  • Inactive when view is All.

Top N Concepts by SD (across clusters)

Keeps only the top N main concepts with highest prevalence SD across clusters.

  • 0 disables this filter.
  • Applied last in filtering order.
  • Ordinal rows are removed when this filter is active.

Divergence Cluster Scope

Optional cluster subset used by Top N by SD ranking.

  • Empty = all clusters.
  • Select at least two clusters for scoped divergence ranking.

Clusters

Selects cluster count (Auto, 2, 3, 4, 5).

  • Changing this input alone does not run clustering.
  • Requires Recluster (patient mode) or Apply Filters (summary mode).

Clustering scope

Controls whether clustering uses:

  • All concepts
  • Active concepts only

Only relevant in patient mode; visually disabled in summary mode.

Override and precedence rules

  1. Apply Filters overrides manual table visibility edits by recomputing _show from filter criteria.
  2. Apply Table Selection can be used after filtering to apply additional manual curation.
  3. Cluster count change alone does nothing until a clustering commit action occurs.
  4. Top N by SD is applied after other filters and can further shrink the visible concept set.
  5. Cluster Prevalence (%) applies only for a specific selected cluster view.

Mode-specific behavior

Patient mode

  • Recluster is enabled.
  • Cluster assignments and summaries are recomputed live.
  • Clustering scope (All concepts vs Active concepts only) is active.

Summary mode

  • Recluster is disabled.
  • Precomputed clustering artifacts are used.
  • Selected cluster count is applied on Apply Filters.
  1. Set sidepanel criteria.
  2. Click Apply Filters.
  3. Optionally edit Dashboard Show values manually.
  4. Click Apply Table Selection.
  5. If needed, change clustering settings and commit appropriately by mode.