QC/ALM DASHBOARD ANALYSIS VIEW

QC/ALM DASHBOARD ANALYSIS VIEW

1)      In the Dashboard module, you create, view and manage graphs, standard reports, and Excel reports, for analyzing Quality Center data. You also create dashboard pages that display multiple graphs side-by-side. You define analysis items — graphs, standard reports, Excel reports — and dashboard pages using the Dashboard module.

2)      The Dashboard module includes two tabs: The Analysis View tab and the Dashboard View tab.

3)      The Analysis View tab contains a tree in which you organize all of your analysis items. Analysis items can be any of the following analysis types: graphs, standard reports, and Excel reports.

4)      You create graphs, standard reports, and Excel reports in the Analysis View tab of the Dashboard module.

5)      The Dashboard View tab contains a tree in which you organize dashboard pages. In Dashboard pages you arrange multiple graphs that you created in the analysis tree, and display them in a single view.

6)      You create dashboard pages in the Dashboard View tab of the Dashboard module.

7)      Analysis and Dashboard trees. Structures of private and public folders that contain your analysis items and dashboard pages.

8)      Each tree consists of Private and Public root folders. Under each root folder you develop separate trees. Analysis items or dashboard pages that you create in a public folder are accessible to all users. Analysis items or dashboard pages that you create in a private folder are accessible only to the user who created them. Public dashboard pages can include only public graphs. 

9)      Analysis items and dashboard pages in public folders may show different results for different users, depending on the data hiding definitions for the user group.

10)   The analysis or dashboard folder names cannot include the following characters: \ ^ * 

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11)   Permissions to modify public folders may be limited to the owner only.

12)   You configure dashboard pages by selecting and arranging graphs on your page. Each row on the dashboard page can include one or two graphs. In public dashboard pages you may include only public graphs.

13)   You can change the maximum number of graphs that Quality Center allows you to include in a dashboard page, by setting the DASHBOARD_ PAGE_ITEM_LIMIT site parameter.

14)   You can also drag a graph to a new row above or below existing graphs, or to an empty box alongside a graph.

15)   A placeholder for the graph is created in the Configuration tab displaying the graph’s title.

16)   To move a graph sideways, upwards or downwards, select and drag the placeholder to a new position. You cannot leave blank lines between graphs.

17)   At any time, two rows of graphs are visible in the window. Use the vertical scroll bar to move up or down the dashboard page.

18)   When you move a folder, all the analysis items or dashboard pages it contains move with it.

19)   When you move an analysis item from a public folder to a private folder, it is removed from   public dashboard pages in which it is included.

20)   When you move a dashboard page from a private folder to a public folder, Quality Center removes any private graphs from the dashboard page.

21)   You can also move items or folders by dragging them to a different folder.

22)   You cannot include a graph from a private analysis folder in a public dashboard page.

23)   Live Analysis graphs. Enables you to create and display a dynamic graphic representation of data related to test plans and test sets.

24)   Document Generator. Enables you to create a Microsoft Word document containing a project’s requirements, planning, test list, test set folders, and defect tracking data.

25)   You can copy analysis items or folders within the same project, or to another Quality Center project.

26)   You can copy an item or folder and paste its URL as a link. The item is not copied. Instead, you can paste the address into another location, such as an email or a document. Clicking on the link opens up Quality Center and takes you to the item or folder. If you are not already logged in, Quality Center first prompts for login details.

27)   You can rename an item or folder.

28)   You can delete an item or folder from the tree. Deleting a folder deletes all the items included in it. Deleting a graph removes it from dashboard pages that contain it.

29)   You can generate graphs that let you view images describing the information in a Quality Center project. You can also design graphs that combine data from multiple projects.

30)   Quality Center graphs help you analyze and view the relationships between different types of data. Graphs can represent data in the Requirements, Test Plan, Test Lab, and Defects modules. Depending on the module, you have different graph options.

31)   Quality Center Premier Edition: You can create graphs that include data from multiple Quality Center projects. To group the data by project, select the QC Project value.

32)   Quality Center Premier Edition: If your graph includes multiple projects, you can filter using only fields that are in all the selected projects.

33)   You launch graphs either in the Dashboard module, or during your work in the Requirements, Test Plan, Test Lab, or Defects modules. In either case, you can save the graphs in the Dashboard module for future reference. Quality Center provides a graph wizard that guides you through the stages of creating a graph. When viewing the graphs, you can drill down to the records represented by each segment. You can display multiple graphs in a single view, by including them in a dashboard page.

34)   Use current filter. Available if you launched the graph wizard from the Requirements, Test Plan, Test Lab, or Defects modules. Uses the current filter applied to the data.

35)   For progress and trend graphs, you can only select a field for which history has been enabled.

36)   If you are creating a summary graph, in the X-Axis box, select the field that you want to use for the x-axis.

37)   In the Select Coverage dialog box, under Select a coverage option, select which requirements to include in the graph:

a)      Do not show ’Not Covered’ parents. Does not include parent requirements with a ’Not Covered’ status.

b)      Show ’Not Covered’ parents. Includes all requirements.

38)   You can create quick graphs during your work in the Requirements, Test Plan, Test Lab, and Defects modules. Quick graphs enable you to create several types of graphs in each module, using the existing module filter. You can use quick graphs for one-time reference, or save them in the Dashboard module, where you can continue to configure their data and appearance.

39)   Quality Center Premier Edition: You can create cross-project graphs that combine data from several projects in a single graph. In the graph wizard, you select the projects that the graph will include as part of the wizard’s procedure. You can also change the selected projects at any time in the graph’s Configuration tab. You can only select projects in which you are listed as a user.

40)   You can change the maximum number of projects that Quality Center allows you to include in a graph, by setting the PROJECT_SELECTION_ MAX_PROJECTS site parameter.

41)   You can also drag a project from the Projects Tree to the grid, or double-click the project.

42)   To include all of a domain’s projects in the graph, select a domain in the Projects Tree, and add it to the grid. All the domain’s projects are listed individually in the grid.

43)   Every time you add or remove projects in your graph, Quality Center updates the Filter Condition list, and the drop-down lists of the following boxes: X-Axis, Y-Axis, and Grouped By. The lists contain only fields that are identical in all the selected projects. Identical fields are fields that have the same field name, label and data type.

44)   If you defined a filter condition using a field that becomes unavailable, that condition is removed.

45)   If you selected a field in the X-Axis, Y-Axis, and Grouped By boxes that becomes unavailable, the first field in the drop-down list is selected.

46)   Bar Chart. Available in summary, trend, and age graphs.

47)   The Requirements – Summary, Requirements – Coverage, Requirements – Trend, Test Planning – Summary, Test Planning – Trend, Test Execution – Summary, Defects – Summary, Defects – Age, Defects - Trend graphs can be viewed as a bar charts only.

48)   Pie Chart. Displays the x-axis categories as pie segments. The y-axis quantities are represented by the size of the segments. Pie charts do not display the Grouped By field. Available in summary graphs.

49)   Line Chart. Available in progress graphs. The Requirements – Progress, Test Planning – Progress, Test Execution – Progress, Defects – Progress Graph can be viewed as a line charts only.

50)   When viewing the graph as a bar chart, a pie chart, or a line chart, you can save the graph as a graphic file in various graphic formats. When viewing the data grid, you can save the data as an Excel spreadsheet, a Word file, an HTML document, or a text file.

51)   Print Graph (Color). Prints the graph in color. This is the default button option.

52)   Quality Center Premier Edition: If the segment or bar represents only records from another project, the records display in a separate browser window:

a)      If you are already logged in to the other project in another browser window, the appropriate module is selected in that window, and the relevant records are listed.

b)      If you are not logged in to the other project, click OK to confirm. A new browser window opens. After you log in, Quality Center displays the relevant records in the appropriate module.

53)   Quality Center Premier Edition: If the segment or bar represents records from multiple projects, the Project Selection dialog box opens. Under Select Project, select a project, and click OK.

a)      If you selected the current project, the Drill Down Results dialog box opens. In this case, proceed to step 6.

b)      If you selected another project, the records display in a separate browser window:

54)   After you have created your graph, you can change its titles and appearance. For a bar chart, you can specify the display parameters for the bars. For a line chart, you can specify the display parameters for the lines.

55)   The Requirements - Coverage Graph is a specific type of summary graph. If you select a different requirement field from the X-Axis list, a regular Requirements - Summary Graph is displayed.

56)   Standard reports help you monitor requirements and test coverage, the test plan, test runs, and defect tracking.

57)   You create standard reports either in the Dashboard module, or during your work in the Requirements, Test Plan, Test Lab, or Defects modules. In either case, you can save the standard reports in the Dashboard module for future reference.

58)   When you create standard reports in the Requirements, Test Plan, Test Lab, or Defects modules, you can choose from a variety of predefined reports. You can also create reports on selected records for immediate display.

59)   Standard reports that you create in the Dashboard module allow you to define the data that the report includes. You can also add sub-reports, that add extra layers of related data.

60)   You can create Excel reports that extract data by running SQL queries.

61)   You can export grid data as a text file, Microsoft Excel spreadsheet,

62)   Microsoft Word document, or HTML document. You export data from the Requirements Grid, Test Grid, Execution Grid, or Defects Grid.

63)   Quick reports are reports that display data in the Requirements, Test Plan, Test Lab and Defects modules. You can use quick reports for one-time reference, or save them in the Dashboard module, where you can continue to configure their data and appearance. When you create quick reports, you can choose from a list of predefined reports, or you can generate a report of selected data.

64)   Predefined Reports:

65)   You can also create standard reports from the Requirements, Test Plan, Test Lab, and Defects modules.When you create standard reports in the Dashboard module, you select one of the available report types. Different report types are available for each data entity:

66)   After you create a report, you can add sub-reports. A sub-report adds an extra layer of information related to the parent report.

67)   You can generate Excel reports that enable you to export Quality Center data to Microsoft Excel, and analyze the data in Excel. An Excel report consists of a set of data defined by SQL queries on the project database. You can also run a Visual Basic script on the extracted data to process and analyze the data.

68)   Users who belong to groups that have data-hiding filters, are able to access the restricted data through Excel reports. To overcome this, you can exclude user groups from performing Excel report tasks.

69)   To ensure the integrity of the database, you should run only queries that extract data from the project database. You should not run queries that alter the project database by adding, modifying, or deleting database records.

70)   Quality Center checks that the following conditions are fulfilled:

a)      The query starts with the command SELECT.

b)      The query contains only one SQL statement.

c)       The query does not contain any of the following commands (except in comments): INSERT, DELETE, UPDATE, DROP, CREATE, COMMIT, ROLLBACK, ALTER, EXEC, EXECUTE, MERGE, GRANT, REVOKE, SET, INTO, or TRUNCATE.

71)   You can customize whether this verification is performed, and how it is performed, using the SQL_QUERY_VALIDATION_ENABLED and SQL_QUERY_VALIDATION_BLACK_LIST parameters in Site Administration.

72)   You create an SQL query in the Query tab (under Configuration tab), or in the Query Builder. You can write the SQL query manually directly in the Query tab. To take project entities from a list, and to define or add parameters to your query, use the Query Builder.

73)   You must write the SQL query using the SQL type used by the project database. To view the type of database used for your project database, click the Database Type button.

74)   The @ and \ characters have a special meaning and are not read literally when running SQL queries on the project database. If you want these characters to be read literally, you should replace @ by \@ and \ by \\. For example, if you want the statement SELECT * FROM BUG WHERE BUG.BG_SUMMARY = ‘@parameter@’ to be run literally on the Quality Center database, type SELECT * FROM BUG WHERE BUG.BG_SUMMARY = ‘\@parameter\@’.

75)   You can test the query and view the results of the test in the Query Results tab. Click Run Query to view all the results of the query in the Query Results tab. If your query contains parameters, you are prompted to type a value for each parameter, or confirm the default value. Click Test Query to display only the first ten records from the results of the query. If your query contains parameters, Quality Center uses the default values for the parameters.

76)   You can include parameters in the SQL queries for your Excel reports. For each query parameter, you can assign a default value. When you generate the report, you are prompted to enter the value of the parameter, or confirm the default value. Alternatively, you can choose to always use the default value, without being prompted by Quality Center each time you generate the report.

77)   You first add query parameters to the Parameters list. You can add global parameters that are accessible to all queries in a report, or you can add parameters that can only be used in particular queries. After you add parameters to the Parameters list, you insert parameters into the query.

78)   You cannot use parameters for SQL identifiers, such as a table name or a column name.  Parameter values cannot include an SQL statement.

79)   If you delete a parameter that is in use in a report query, queries containing the parameter will not be valid.

For a parameter representing a text value, you must manually add single quotes (') around the parameter in the SQL pane. For example, if the SQL pane contains the phrase WHERE BUG.BG_DETECTED_BY = @name@, you must replace the text @name@ with '@name@'.

80)   You can create a Visual Basic script to run after the data is exported to Excel. You use this script to manipulate the data in Excel.

81)   Before you run a post-processing script, you must configure your Microsoft Excel security settings so that Excel can run the script. In Excel, choose Tools > Macro > Security. The Security dialog box opens. In the Security Level tab, select Low. In the Trusted Publishers tab, select Trust access to Visual Basic Project. Close Excel.

82)   Your post-processing script must contain a sub-procedure named QC_PostProcessing. This procedure serves as the entry point to your script. This procedure cannot return a value and cannot take any arguments.

83)   Before you can work with the report data in Excel, you must first define the range containing the report data. You define this range in two steps:

a)      You first define the worksheet containing the report data by creating a worksheet object containing the data. For example, if the worksheet is named Query1, you can use the statement Set MainWorksheet = ActiveWorkbook.Worksheets(“Query1”).

b)      After you define the worksheet containing the report data, you define the range containing the data by creating a range object containing the data. For example, you if defined the worksheet object with name MainWorksheet, you can use the statement Set DataRange = MainWorksheet.UsedRange.

84)   After you define this range, you can manipulate the data contained in it using Visual Basic code.

85)   You create a post-processing script in the Post-processing tab.

86)   To run the post-processing script after the data is exported to Excel, select Run post-processing. If you do not select this option, the script is not run when you generate the report.

87)   Running the report extracts the data you specified in the SQL queries from the project database,

88)   saves the data in an Excel workbook, and runs the post-processing script.

89)   Report Status – Ready and Not Ready

90)   Live Analysis graphs enable you to create and display a dynamic graphical representation of data related to test plans and test sets. You use Live Analysis graphs to view data that relates to a test subject folder or test set folder. Each time that you click on a test subject folder or test set folder, the graphs change to reflect the data related to your selection.

91)   After you have created a graph, you can access it by choosing the Live Analysis tab when you are in the tree view of the Test Plan or Test Lab modules. When you update a record in the folder, the data change is reflected in the graph, without the need for the graph to be manually regenerated. Live Analysis graphs differ from the graphs, in that you do not have to recreate a graph to view data that has changed. In addition, the layout and settings of the graph are preserved when you select another folder in the same module. This enables you to view the same graphical analysis of different folders without the need to recreate the graphs.

92)   The Live Analysis graphs that you create are unique for your user login. Each project user can create Live Analysis graphs which will be visible only to that user but will not be visible to other users.

93)   Live Analysis graphs only represent tests which are located directly below the selected test subject folder. They do not include tests located at a lower hierarchical level in child folders of the selected test subject folder.

94)   The data displayed in the graph reflects the filters that you have set for the test plan tree.

95)   For a progress graph, you can only select a field for which history has been enabled.

96)   You can delete a Live Analysis graph. If you have two Live Analysis graphs displayed for a folder and you want to create a new graph, you must first delete one of the existing graphs.

97)   For a bar chart, you can specify the display parameters for the bars. For a line chart, you can specify the display parameters for the lines.

98)   For a bar chart, click the Bar Parameters tab to specify whether you want the values for each bar to be displayed. You can also fix the bar width. If you specify that the values of each bar are to be displayed, you can change the data that is displayed for each bar, or its position relative to the bar.

99)   For a line chart, click the Line Parameters tab to specify whether you want the line frame to be displayed and which format you want to use for the date on the X-axis.

100)                       The Quality Center Document Generator enables you to create a Microsoft Word document containing a project’s requirements, planning, test list, test set folders, and defect tracking data.

101)                       The Document Generator can only be run if Microsoft Word has been enabled to run macros. If you receive a security message while using the Document Generator, you must set the security level of Microsoft Word to medium or low. To do this, choose Tools > Macro > Security from the

102)                       Word menu bar. On the Security Level tab, select the desired level of protection (Medium or Low), and click OK.

103)                       The Document Generator enables you to create a hard copy of the data contained in a Quality Center project. You create the document by performing the following tasks: Set document format, Specify document content, Generate and edit the document.

104)                       You can define a logo for the project document, and save the image so that it is available for other users in the current project. If you do not select an image, the Document Generator uses the HP logo in the project document.

105)                       You use the Requirements page to specify the requirement information from the Requirements module that should appear in the Requirements section of the project document.

106)                       Microsoft Word is limited to nine header levels in the table of contents. If the requirements tree has more than nine hierarchical levels, these levels will not appear in the table of contents of the generated project document.

107)                       You use the Subject Tree and Subject Tests pages to specify the information from the test plan tree view of the Test Plan module that should appear in the project document.

108)                       You use the Test List page to specify the tests from the Test Grid that should appear in the project document.

109)                       To include graphs in the document, select Graphs and select graphs from the graph list located at the bottom of the page. Only graphs you saved as favorites are included in the list.

110)                       You use the Test Lab, Test Sets, Tests, and Runs pages to specify the information from the Test Lab module that should appear in the project document.

111)                       You can also select Defects to include a table of defects linked with run steps.

112)                       You use the Defects page to specify the defect information from the Defects module that should appear in the Track Defects section of the project document.

113)                       You can also specify whether to display only defects that have been directly linked to run steps or to include indirectly-linked defects as well.

114)                       After you set formatting instructions and specify project data, you can generate the project document. You save the document as a Microsoft Word file.

115)                       You can generate a preview project document that enables you to quickly see how the document will look, without all the detail included. To generate a preview project document, click the Preview button. Quality Center opens Microsoft Word and displays the preview project document.

116)                       If the generated document contains links to attachments, a folder is created in the same location as the document, and the attachment files are copied to this folder. The name of the attachment folder is the name of the document with the suffix “_Attachments”. If you send the document to someone, you can send the attachment folder along with it so that the recipient can access the attachments by using the links.

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