Transfer cases to a case series

On pages and in reports that display a list of cases, you can transfer cases to an empty or existing case series.

You can also create a new case series containing the cases.

For timestamped data, when cases are transferred to a case series, Oracle Empirica Signal uses the As Of date associated with the target case series to determine whether the cases are legitimate to add. For example, if the As Of date of the case series is 06/15/2019 and the case ID 1554 did not exist until 07/21/2019, if you try to add case ID 1554 to the case series, it is not added because it did not exist on 06/25/2019.

  1. Navigate to a page or report that display a list of cases. For example:
    • By selecting a cell in a Product-Event Combinations page.
    • By viewing the Results Table when working with data mining results.
      For example:
      1. In the left navigation pane, hover over the Data Analysis icon (Data Analysis icon), then select Data Mining Results.
      2. On the Select Criteria page, choose the run from the Run name drop-down list.
      3. Specify the selection criteria.
      4. Select View Results Table.
  2. Select the Row Action menu (Row Action menu icon) for a product, and then select Transfer to Case Series. Alternatively, select a count (N) of cases in a table or select the element of a graph, and then select Transfer to Case Series from the Row Action menu.
  3. Select the row for the case series that you want to select, and then select OK.

    Oracle Empirica Signal adds the case IDs to the case series if they were not already in it. A message states how many cases were added to the case series.

    Note:

    It is possible, but not recommended, to transfer cases that do not meet query criteria to a query-based case series. If the query is executed again, the transferred cases are dropped if they do not meet the query criteria.