Use the ALM Octane Dashboard

ALM Octane comes with many useful graphs. You can also design your own graphs by configuring widgets.

What is the dashboard?

The dashboard is the control center for analysis of your application's development and quality. It gives a visual, customizable display of how the application's development is progressing and what the level of quality is.

Tip: You can perform similar analysis in the Quality and Backlog modules, in the Overview tab of each of these modules.

When you add widgets, you can control the information shown in the dashboard such as the type of data reported, the scope and time frame, and how the data is grouped and displayed.

The dashboard provides a number of out-of-the-box widgets for use. You can configure the widgets according to your business needs.

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How do you use the dashboard?

In the top banner, click the menu and select Dashboard or select the Overview tab in the Backlog and Quality modules.

After you open the dashboard, you can:

  • Add as many additional widgets as needed

  • Select different layouts for the dashboard

  • Rearrange the widgets in your preferred order.

The specific widgets and layouts are preserved per user between ALM Octane sessions.

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Add widgets

Add out-of-the-box widgets or add your own custom widgets to the dashboard.

  1. In the toolbar, click + to add a widget.

  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.

    The available categories and widgets vary per module. For example, the main dashboard includes:

    Quality Displays the quality of the development progress or your the application. This quality can be measured by testing results or defects.
    Tracking Progress Tracks the progress of development and testing, and the status of milestone goals.
    Content Planning Widgets designed to measure and display the planning and progress of the content for your deliverables.
    Test Coverage Widgets designed to reflect the progress and quality of your application's testing.
    DevOps & Analytics Widgets designed to help analyze data collected from external servers. For example, pipeline runs, tracking committed changes.
  3. Click Add to Dashboard. The widget is added at the bottom of the dashboard.

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Configure widgets

  1. In the right corner of the widget, click the widget menu button and select Configure. In the widget editor, set the options for each widget.

    Tip: If you want to duplicate a current widget configuration as a starting point in setting up another widget. in widget menu, select Duplicate. An additional widget named Copy of <Widget Name> is added to the dashboard for you to configure.

  2. In the General tab, set the following options:

    Option Description
    Graph Type

    Whether the graph displays a snapshot of the current status or trend of status changes over time

    Graph name The name of the graph displayed in the title bar of the widget and in the Widget Gallery
    Description The description of the graph displayed in the Widget Gallery
  3. In the Scope tab, set the following options:

    Option Description
    Item type

    The item type on which the graph is based, such as defects, tests, and so on.


    The specific release from which the data for the graph is pulled. You do not have to specify the releases.

    If you view the widgets from the Overview tab of the Backlog, your widgets are updated depending on the release filter you select.

    Time period

    The time period from which the data for the graph is pulled.

    The available Time period options for Status Over Time graphs vary according to whether you specified the releases. See the examples below.

    Define additional filters

    Define additional conditions for filtering dashboard widgets.

    When you define filters in the widget editor, a filter icon marked orange is displayed on the widget. View the tooltip on the filter icon to see how the results have been filtered without having to look at widget configurations.

    You can define external context filters with dashboard widget filters to further narrow the results. See the example below.

  4. In the Display tab, set the following options:

    Option Description
    Graph display type

    The available graph display types differ for each widget.

    X Axis

    The graph display types and options available for the X Axis label vary per the graph type selected in the General tab.

    Depending on the X Axis label you select, additional fields might become available in context.

    To view features or application modules that are not assigned tests, defects, or user stories, select the Include empty columns in graph check box.

    Note: The Direct Descendant option is available in the widgets found in the Overview tab of the Backlog and Quality modules. The Direct Descendant option shows the level of child items that is directly under the currently selected item in the tree.

    Y Axis The Y Axis generally an aggregated calculation, like Count or Sum. After you select the function, a second field becomes available for you to choose what should be counted or totaled.
    Group by

    How the displayed information is grouped.

  5. In the Preview tab, view a sample graph according to your selections.

  6. When you modify an existing widget, it is a good idea to change the widget's Graph name and Description in the General tab to match the new configuration settings.

  7. Click Save. The graph is updated according to your selections.

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