Use the ALM Octane Dashboard

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

What is the dashboard?

The dashboard is a collection of widgets displaying data about development progress and quality, including widgets for:

  • Tracking progress

  • Quality

  • Content Planning

  • Test Coverage

  • DevOps and Analytics

If the out-of-the-box widgets are not enough, create a custom widget to display your data.

Tip: Perform similar analysis in the Quality and Backlog modules, in the Overview tab and in the Pipelines module's main page.

Also, with OData support, you can generate sophisticated reports that directly access ALM Octane entities. For details, see OData support for extended reporting.

Customize the graphs, including the type of data reported, the scope and time frame, and the widget groups and displays the data.

You can also configure how you want to view widgets and save different widgets as favorites.

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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: Don't know exactly which widget to use? Read the description of the widget to see which questions this widget helps you 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 Configure 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.

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Configure widget data settings

  1. In the right corner of the widget, click the widget menu button and select Configure.

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

  2. In the General tab, select the graph type and update the name and description as needed.

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

    • Workspace 

      The 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.

      Choose All my workspaces to compile data from all workspaces in which I am a member.

      The Workspace field is not supported for agile graphs, including the Burn Up, Burn Down, and Cumulative Flow graphs.

    • Item type

    • Release
  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 for Daylight Savings time, the tooltips exclude this day, week, or month.

  5. In the Scope tab, define conditions for filtering dashboard widgets. For details, see Filter.

    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.

  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.

    • If you click Export Report on a grid, the report is exported with full report data as if it were a graph, independent of the grid filtering settings such as number of rows.

    Tip: 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, to include data from features or application modules with no associated or assigned items, select the Include empty columns in graph option.

    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 overall trend. You can use the Defect daily injection graph to see how many defects were opened and closed by your team, over a two-week period.

  7. 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:

Open referenced items

Click on a section of a graph to display and drill down on the items referenced in the sections of the graph.

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

Display and drill down on reference items (such as features or application modules) is not available for trend-based graphs.

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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Share dashboards and widgets

You can share a dashboard with other members in the workspace, or export a widget's image and its data.

To share a dashboard within the workspace:

  1. In the top banner, open the Favorites menu .
  2. Save your dashboard as a favorite.
  3. In the Favorites menu, select Copy Link. Share the link.
  4. Workspace users can access the dashboard via the link.

To export a widget's image or its data:

Click a widget's menu, and select Export Report or Export Image.

  • Export Report. For Current Status graphs, exports the widget's data to an Excel file.
  • Export Image. Exports an image of the widget.

    Note: This option is not available in Internet Explorer.

To export a segment's data:

In a bar or pie chart, click on a segment. A grid of the segment's data opens.

On the grid's toolbar, click Export to Excel.

See also: