Using BMC Helix Dashboards

BMC Helix Dashboards is a SaaS service that provides the ability to create interactive dashboards for BMC Helix Continuous Optimization data. You can customize the dashboards in multiple ways to gain valuable insights into your system. BMC Helix Dashboards enhance the set of analysis supported by BMC Helix Continuous Optimization by providing additional customization capabilities for graphical representation. 

BMC Helix Dashboards offer unified reporting that gives you a consolidated view of data from the integrated products, such as BMC Helix Continuous Optimization and BMC Helix Operations Management. You can create dashboards that source data from applications across your environment. You can easily export and share dashboards with users within or outside your environment. You can also use template variables to reuse dashboard panels. For more information about the dashboards, see the  BMC Helix Dashboards documentation Open link .

Related topics

Analyzing the capacity of your resources using BMC Helix Dashboards

Visualizing the overall health and status of the business services

Checking the ETL health for optimal data collection

Grafana documentation Open link

Metrics browser Open link

Prometheus QL Open link

To create custom dashboards for BMC Helix Continuous Optimization in BMC Helix Dashboards

For BMC Helix Continuous Optimization, you can configure custom dashboards, panels, and queries to quickly start creating visualizations to get an insight of your IT infrastructure. As a tenant administrator or an editor, you need to build queries in panels in BMC Helix Dashboards to fetch data from the data source. You can build multiple queries with different query types in a panel. However, you cannot change the data source for each query in a panel. If you want to change the data source, you must create a new panel. You can also select a visualization type for the panel. 

  1. Log in to BMC Helix Portal as a capacity planner.
    Note: Ensure that the Editor role is assigned to the capacity planner user.
  2. Click the BMC Helix Dashboards tile.
  3. On the left navigation pane, do one of the following actions:
    • Hover the mouse over the Create icon  and then click Dashboard.
    • Hover the mouse over the Dashboards icon , click Browse, and then click the New Dashboard button.
  4. On the New dashboard page, click Add new panel.
  5. In the Query section, select the BMC Helix data source for the query.
  6. In the Query Type field, select one of the following query types to fetch the relevant BMC Helix Continuous Optimization data:
  7. In the Query field, add the query. This field changes according to the query type that you select.
  8. (optional) To add an additional query, click + Query, and specify the query options as described in the previous step.
  9. Select the required visualization type.
  10. Enter a name for the dashboard, select a folder, and click Save. The new dashboard is displayed with the relevant data.

To visualize the Continuous Optimization data based on metrics 

Use the Metric query type to fetch the performance metrics data in your environment.

  1. Add a new panel and select Query Type as Metrics.
  2. Configure the following parameters, and save the query:
Query type

Select the query type as Metric.


Select the source as Optimize.

Metrics browser

Type a metric query to this field or expand metric browser to build basic queries using required metrics and labels.

As you type your query, you will receive label suggestions based on the available metrics. The following video explains how to use the metrics browser to build a basic query.

Following is a list of some of the labels that you can use for BMC Helix Continuous Optimization:

  • metric (string): VictoriaMetric metric name using the label as "__name__".
  • entid (number): Identifier of the entity, such as sysid, wkldid, and appid.
  • entname (string): Name of the entity. It could vary over time. 
  • enttype (string): Entity type, such as system, application, or business driver types. You can use the entity prefix in the query. For example, to extract data for  Virtual Cluster - VMware entity type, use the enttype as sys:vh:vmw. For information on all entity types supported in  BMC Helix Continuous Optimization, see Entity types.
  • resname (string): Label for the monitored resource. For example, filesystem "/root", disk "sda", interface "eth0".
  • restype (string): Type of the resource defined in the resname label. For example storage:filesystem, storage:disk, network:interface.
  • resid (uuid, string): UUID of the resource.
  • source (string): Use when multiple sources load the same metric without overwriting each other samples possible values.
    • "opt:meas":  measured generic
    • "opt:meas:vn": virtual node
    • "opt:der": derived series
    • "opt:mod": model
    • "opt:ind": indicator
  • inputstat (string): Statistic used for the metric, such as avg, min, max, and value.

For examples of the metric query type, see Examples.


Add a legend to appear in the panel.

You can use a variable here. For example, the value of the {{hostname}} variable is replaced with the host name in the panel.

Min stepAdd a threshold for a lower limit of the Prometheus query. This setting is absolute, and cannot be changed by the value in the Resolution field.

Sets the parameter for each pixel to correspond to one data point of a Prometheus range query. Use lower resolutions for better performance.

For more information, see Prometheus data source Open link .


Select one of the following formats for the panel:

  • Time Series
  • Table
  • Heatmap

Use this toggle button to return only the latest value for the requested time series. Instant queries return results faster than the normal range queries.

Examples of the Metric query type

Here are a few examples of the Metric query type:

Use caseQueriesVisualization typeOutput panel
View the memory utilization details for the Kubernetes cluster.

MEM_UTIL{enttype="sys:kubernetes:cluster", entname="$Cluster"} * 100


View the pod usage within the Kubernetes cluster.(SUM(KPOD_NUM{entname="$Cluster"})/

View the CPU and memory utilization details for Kubernetes nodes.
  • (CPU_UTIL{enttype="sys:kubernetes:node"})
  • (MEM_UTIL{enttype="sys:kubernetes:node"})

View the CPU usage trend for the Kubernetes cluster.
  • CPU_USED_NUM{enttype="sys:kubernetes:cluster", entname="$Cluster"} 
  • CPU_LIMIT{enttype="sys:kubernetes:cluster", entname="$Cluster"}
  • CPU_REQUEST{enttype="sys:kubernetes:cluster", entname="$Cluster"}
  • CPU_NUM{enttype="sys:kubernetes:cluster", entname="$Cluster"}
Time series

To visualize the Continuous Optimization data based on data marts 

Use the Optimize Data marts query type to fetch the capacity data in BMC Helix Continuous Optimization.

  1. Add a new panel and select Query Type as Optimize Data marts.
  2. Configure the following parameters, and save the query:

    Query type

    Select the query type as Optimize Datamarts.

    Datamarts browser

    Select a data mart from the list. Use the search box to quickly locate the required data mart.

    Click the status icon ( indicates the normal status, indicates the warning status, and indicates the error status) corresponding to a data mart to view the data mart details, such as ID, type, and status.

    Select Time Filter

    If the time filter selection is available for the data mart, select a period for which you want to retrieve data from the data mart. For some data marts, the time filter is preconfigured and it cannot be changed.

    Domain Filter

    Filter data based on specific domains by using domain filters. For example, you can display only those systems with domains "AWS".

    Use the search box or domain picker to quickly locate the required domain. Select the required domains and sub-domains. The panel displays the entities of only the selected domains and subdomains. 

    Tag Filter

    Filter data based on a specific tag by using tag filters. For example, you can display only those systems with tags "high" and "VMware".

    Use the search box to quickly locate the required tag. Select the required tags. The panel displays the entities specific to the selected tags. 

(Optional) Filter data mart contents by using variables

Variables act as placeholders and get values at run time. They can be based on any data source. You can use them to filter data mart contents. For example, if you want to create a variable to filter the content of a data mart column named Cluster, perform these tasks:

Task 1: Find the data mart ID and internal column name

  1. Open the dashboard that you created for visualizing the data mart content.
  2. Expand the data mart table title and click Edit.
  3. Note down the data mart ID as shown in the following image:

  4. On the Transform tab, note down the internal column name as shown in the following image:

Task 2: Create the variable 

  1. On a custom dashboard, click Dashboard settings .
  2. On the navigation bar, click Variables.
  3. Click Add new variable and specify the following values:
    1. Name: Internal name of the column to be filtered. For example, clustername.
    2. Label: Label to be used as a display name for the filter. For example, Cluster.
    3. Data source: BMC Helix API
    4. Query options
      1. On the Path tab, select POST and specify the URL of the API to retrieve data for the filter by using the column name and data mart ID.
        Example: /opt/api/v1/datamartservice/datamarts/<data mart ID>/filters/<column name>
      2. On the Body tab, specify the filters and options to customize the API response.
        Example: {"filters":[],"options":{"pagenum":0,"pagesize":-1}}
      3. On the Fields tab, specify the values that you want to filter. For example, specify these options to filter by column ID:
        1. In the Field box, specify
        2. Select JSONata.
          You can view the list of IDs under Preview of values.
    5. Refresh: On dashboard load
    6. Sort: Disabled
    7. Selection options: Select both the options.
  4. Click Apply. The new variable is created and displayed at the top of the data mart table. You can use it to filter the data mart column.
  1. Create a variable named Cluster to filter a list of vSphere clusters in the Cluster column.

  2. Use the variable to select specific clusters from the list.

    The dashboard displays data for the selected clusters.

Visualizing the time series data of BMC Helix Continuous Optimization

You can use the BMC Time Series Forecast visualization plug-in to view the predictive data of BMC Helix Continuous Optimization on a dashboard. The dashboard includes a line chart that shows the prediction data from data sources, such as BMC Helix Continuous Optimization and confidence bands. You can select a period of prediction and show or hide the confidence bands.

A tenant administrator can view the forecast of the back-end operations for the next 2 months by using the BMC Time Series Forecast visualization plug-in:

For information about how to configure this plug-in, see Visualizing predictive time series data in panels Open link .

Cross-launch from BMC Helix Continuous Optimization to BMC Helix Dashboards

With the integration of BMC Helix Continuous Optimization with BMC Helix Dashboards, you can navigate to BMC Helix Dashboards by using the cross-launch option from the Views section of BMC Helix Continuous Optimization. The cross-launch option is available on the details page of the systems that are monitored by the PATROL Agent. You can view the device metrics data in BMC Helix Dashboards with this feature. This option is not available for systems that are not monitored by PATROL Agent.

To view the option for your devices in BMC Helix Continuous Optimization, ensure that BMC Helix Operations Management, BMC Helix Dashboards, and BMC Helix Discovery are available on the same tenant. Ensure that you have the permissions to view the device metric details in BMC Helix Dashboards.

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