ALM Octane dashboard

The ALM Octane dashboard is the control center for analysis. It gives a visual, customizable display of development progress and quality.

Set up the dashboard

In the ALM Octane banner, click the menu button and select Dashboard or select the Overview tab in the Backlog/Quality modules.

  1. In the toolbar, click the Add Widget button.

  2. In the Widget Gallery, select a category and a widget within the category, or click Add custom graph. Use the tabs in the Widget Editor to set up and configure your widget.

    Tip: If you are not sure which widget to use, read the widget description to see which questions this widget helps answer.

  3. Click Add to Dashboard. ALM Octane adds the widget at the bottom of the dashboard.

  4. Repeat as necessary to suit your needs.

  5. In the toolbar, click the Dashboard layout button and select the necessary layout. Drag and drop widgets as needed.

ALM Octane maintains the specific widgets and layout between sessions.

To clear the widgets on the dashboard and start again, click the Clear Dashboard button.

Note: When the top section of a layout is empty, you will see a large gap enabling you to drag widgets easily into the section. If you plan to leave it empty, you might want to consider using a different layout.

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Configure widget data settings

After you have set up the Dashboard widgets, you need to configure the data settings for each widget.

  1. In the widget's right corner, click the vertical ellipsis and select Configure.

    Tip: If you want to duplicate a current widget configuration as a starting point, in the widget menu, select Duplicate. ALM Octane adds a widget named Copy of <Widget Name>.

  2. In the General tab, select the graph type and update the name and description as needed. For non-Agile graphs, select Current Status or Status Over Time.

  3. In the Scope tab, define the scope of the data to display, including:

    • Workspace

      These are workspaces from which ALM Octane should compile the graph's data. To use this field, the workspace must be associated with a shared space.

      Enterprise edition: Using this field, you can define dashboard widgets that display cross-workspace information.

      Select All my workspaces to compile data from all workspaces in which you are a member. The Workspace field is not supported for agile graphs, such as the Burn Up, Burn Down, Edit Release Forecast, and Cumulative Flow graphs.

    • Item type

      Drop-down item types change depending on what kind of widget you are configuring. See the table below for more details.

      Item type Description

      Includes all subtypes of tests - manual tests, automated tests, Gherkin tests, BDD scenarios and test suites.

      For details on the testing frameworks and test types available in ALM Octane, see Testing and Manual testing flow.

      Last runs

      Includes only the last runs of all types of runs (manual run, automated run, suite run, Gherkin automated run). Popular use case: status and coverage analysis based on selected program, release, milestone, environment.

      For details on how Octane identifies runs as last runs see Run manual and Gherkin tests

      Test run history (automated)

      Includes all historic automated runs of automated tests, Gherkin tests, and BDD scenarios. The trends of failure ratio is a popular use case.

      For details see Trigger automated test runs in your testing framework.

      Test run history (manual)

      Includes all manual runs of manual tests, Gherkin tests and BDD scenarios. Tracking manual run progress is a popular use case.

      Test run history (suites) Includes all suite runs. For details see Plan and run test suites.
      Pipeline run

      Includes all pipeline runs, which represent the builds of all root jobs that were defined as pipelines.

      For details see Automated testing flow (pipelines).

    • Phases (for cycle time graphs)

      Note: For the end phase, you cannot select any phase that precedes the start phase, as defined for your workflow.

    • Release
    • Sprint
    • Milestone
  4. For trend-based graphs (Status Over Time), specify a time frame:

    Without a release specified

    If you select:

    • The All <items> up to now option, the graph contains every item of the selected type from the beginning of your project until now.

    • A specific period, the scope (last 24 hours, last 7 days, and so on) means last <time period> up to now. For example, the "Last week" means the previous week until now.

    With a release specified

    If you select: 

    • All <items> up to now, the graph includes the selected item type from the beginning of the specified release until now.

    • Release period, the graph includes the selected item type from the start date to the end date of the release.

    • All {items} up to end of release, the graph includes items created or updated from the beginning of the project until the end of the release.

    • All {items} from start of release up to now, the graph includes items created or updated from the start date of the release until now.

    Note: When using trend based graphs (for example, Burn Up or Burn Down charts), if one of the sprints includes a day with a clock change, the graph tooltips exclude the day, week, or month with the time change. The excluded period depends on the scope you set in the graph configuration.

    For example, if a sprint includes the day the clock switches to Daylight Savings time, the tooltips exclude this day, week, or month.

  5. Define additional conditions for filtering dashboard widgets, in the Scope tab.

    For example, if you only want to show defects that had a phase age of 60 days or more, add a Days in phase filter and specify Greater than 60.

    If you select more than one workspace in the Workspaces field, filters display the fields common to all selected workspaces. Certain reference fields (such as Application Modules or Features) are not available for use in cross-workspace graph filters.

    If you update the workspaces that are selected or open the same graph in a different workspace, ALM Octane clears the existing filters. For details, see Define filters.

  6. In the Display tab, set the display options, including what to display on the x-axis and y-axis of the graph, and how to group the displayed data. Use the following options:

    Double height

    Display a widget in an extra-long vertical format. By default, grids are displayed as double-height.

    Grid format

    Summary graphs can be displayed in a grid format. (trend-based graphs cannot be displayed as a grid.) Each graph source such as defects or tests has default columns defined, which you can change as needed.

    • The grid limit is the maximum number of rows displayed, from 0 (no limit) to 100. The default is 25 rows.

    • When setting up a grid, you can select up to two fields for sorting. These fields correspond with the x-axis and group-by fields of graphs. If you select a field that cannot be used for sorting, an informational message appears in a tooltip next to the field name.

    • On some grids (depending on source type), you can drill down into the grid rows to view full entity details.

    Grid widgets can display cross-workspace information. For example, you can show the highest-severity defects from all workspaces in a shared space (Enterprise edition).

    Include empty columns

    In some graphs, you can select Include empty columns in graph to include data from features or application modules with no associated or assigned items.

    Show trend of changes

    Counts all status changes in a given time-frame, and not only the final state of each entity. For example, suppose you want to see how many defects were opened and closed in each day, giving you a picture of the overall trend. You can use the Defect daily injection days/weeks graph to see how many defects were opened and closed by your team, over a two-week period.

    Note: When aggregating per weeks, the number for each date on the graph represents how many records were at the end of the week that started on the start date.

  7. To export data with full report data as if it were a graph, independent of the grid filtering settings, click the vertical ellipsis in the widget's upper-right corner, and click Export to Excel.

  8. Click Save. ALM Octane updates the graph according to your selections.

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Use dashboard widgets for analysis

After you add and configure widgets, use them to perform in-depth analysis:

View more details

For the different sections in a graph, hover over the section to see a tooltip with details:

Summary widgets: drill down to referenced items

You can drill down to the referenced items, such as features or application modules, by clicking a graph section or table data.

View items in a grid or in a smart list. You can sort, filter, group by, and search for items. In a grid view, you can add or remove columns.

Note: For trend-based graphs, drill down to the referenced items is not available.

Hide/Show data

Click an item in the widget's legend to show or hide data in the widget.

Example: In the widget on the left, we clicked New and Ready for R&D to hide features that are not yet ready to be documented. On the right, the items are hidden, and you can see that the widget items are not selected.

Read values along the timeline

For trend-based graphs, drag the mouse along the trend line to see a period-by-period detail:

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Save and share dashboards

You can save a dashboard as a favorite. This allows you to maintain several dashboards, and lets you share them with other members of your workspace. You can also create public links to dashboards that you can share outside ALM Octane.

For details, see Favorites.

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Export widget data and graphs

You can export the summary widget data to an .xlsx file, and the graph image to a .png file. The export options are not available for non-summary widgets.

To export the widget data and graph:

  1. In the graph's upper-right corner, click the vertical ellipsis .
  2. Select one of the following:
Export type Description
Export to Excel

The widget data is downloaded to your computer as an .xlsx file. The file contains two sheets:

  • Data: Lists the details of all the widget items similar to a grid view.

  • Summary: Displays the data as it is presented in the widget, using the x-axis, y-axis, and grouping values. The Summary sheet also contains a live widget graph.

Note: For tabular widgets, the Summary sheet contains only the tabular data.

Export Image

The widget graph is downloaded to your computer as a .png file.

Note: The Export Image option is only available for summary widgets with graphs.

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See also: