Dashboard

The Dashboard module enables you to analyze and display your project data in various formats.

Analysis types

You analyze data with graphs, project reports, and Excel reports. You can also create dashboards to display multiple graphs side-by-side.

Analysis Type	Description
Graphs	Entity graphs: Each graph is based on a single entity only, such as requirements or defects, and enables you to view any of the entity's attributes. Composite graphs: You can create a composite graph to view and compare data among two or three graphs at the same time. Business view graphs: A graph based on a business view represents either a single entity or multiple entities, and reflects business value information only. You can only view graphs that have already been added to the Analysis view. Version 26.1 Patch 1 and later: You can create new graphs to add to your dashboard. For details, see New dashboard view - Tech preview.
Project reports	Available for: Version 26.1 P1 and later Project reports enable you to design and generate comprehensive reports containing information from your project. For details, see Use project reports.
Business Views Microsoft Excel reports	Available for: Version 26.1 P1 and later You can generate and modify Business View Excel reports in Microsoft Excel. This enables you to analyze your data using any of the capabilities available in Excel, and then upload the report to OpenText Application Quality Management. For details, see Configure Business View Excel reports.
Dashboards	You can group together selected graphs and view them in a single display.

Organize analysis items and dashboards

You can organize your analysis items and dashboards under the Private, Public, and Shared root folders.

Private folder

Analysis items and dashboards that you create in a private folder are accessible only to you.

Public folder

Analysis items and dashboards that you create in a public folder are accessible to all users.

Public dashboards can include only public graphs.

Note: Analysis items and dashboards in public folders may show different results for different users, depending on the data hiding definitions for the user group.

Shared folder

Dashboard items are displayed under a shared folder if they were shared as templates across projects. For details on sharing as templates across projects, see Cross project customization.