Use the ALM Octane Dashboard

The ALM Octane 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.

What is the dashboard?

The dashboard is a collection of widgets designed to share data about your product development and progress. Out-of-the-box widgets include widgets to measure product quality within and across releases, progress within a release, test results, and other analytics. If the out-of-the-box widgets are not sufficient for your analysis needs, create a custom widget to display your data.

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

For the dashboard widgets, it is possible to customize 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 also enables you to configure how you want to view widgets, and save different widgets as favorites to use on repeated visits to the dashboard.

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Set up the dashboard

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

  1. In the toolbar, click +.

  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 in the Widget Gallery to see which questions this widget helps you answer.

  3. Click Add to Dashboard. The widget is added 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. In addition, drag and drop widgets as needed.

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

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Configure widget data settings

  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 widget menu, select Duplicate. An additional widget named Copy of <Widget Name> is added to the dashboard

  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 Over Time.

    Graph name

    The name of the graph displayed in the title bar of the widget and in the Widget Gallery.

    If you change the default settings of the widget, we recommend updating the graph name to accurately represent the graph's data.

    Description The description of the graph displayed in the Widget Gallery
  3. In the Scope tab, set the following general 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.

  4. For trend-based graphs (Status over time), specify the specific time period:

    Without a release specified

    If you select:

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

    • A specific time period, the scope (last 24 hours, last 7 days, and so on) means" last <time periond>" up to now. For example, the "Last week" means the previous week until now. If the default time periods do not suit your needs, create a Custom period.

    With a release specified

    If you select: 

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

    • Release period, the graph includes all of 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 falls during a day that includes a time change, the tooltips displayed on the graph can miss the day, week, or month including the time change (depending on what period you have displayed in the x-axis).

  5. In the Scope tab, define additional conditions for filtering dashboard widgets.

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

    Note: When working in the Overview tab in the Backlog module, graphs are affected by the releases and sprints selected in the context filter.

    For details on creating filters, see Filter items.

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

    Option Description
    Graph display type

    The graph type to use to display the accumulated data.

    The available graph display types differ for each widget and graph type within a widget.

    X Axis

    The attribute to display on the horizontal axis of the graph (for bar graph types) or as the category identifier (for pie or circular graphs).

    The x-axis options vary per widget or Graph Type selected in the General tab of the widget configuration. In addition, additional fields might become available in context with the selection of different x-axis option.

    In some graphs, to include features or application modules with no assigned entities, select the Include empty columns in graph check box.

    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 attribute to display on the vertical axis of the graph (for bar graph types) or the category summary criteria (for circle or bar graphs).

    The y-axis attribute is generally an aggregated calculation, like Count or Sum. After you select the manner of making the calculation, additional fields become available.

    Group by

    How the displayed information is grouped.

  7. In the Preview tab, see how the graph displays according to your selections.

  8. Click Save. The graph is updated 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 on your application:

Hover over graphs to see details

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

Click to reference specific items

Click on a section of a graph to display the specific backlog items, tests, or application modules referenced in the graph:

Drag the mouse along trend graphs to see period-by-period trends

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

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See also: