Generating Business View Excel Reports

You can create Excel reports based on business views. A business view is a data layer that exists on top of the database and which reflects only those project entity fields that represent information that is useful from a business perspective. Business views can be based on single entities, such an Baselines or Defects, while others can represent more complex relationships between entities, such as Defects With Linked Requirements.The reports are created and configured in Microsoft Excel, and uploaded to the Analysis View module.

In this exercise, you will use Microsoft Excel to generate a business view Excel report that summarizes the defects by status and priority level.

To generate a business view Excel report in the Analysis View module:

  1. Make sure the Analysis View module is displayed.

    If the Analysis View module is not displayed, on the ALM sidebar, under Dashboard, select Analysis View.

  2. Create a new business view Excel report.

    1. In the Private folder, select the My_Analysis_Items folder.

    2. Click the New Item button and select New Business View Excel Report. The New Business View Excel Report dialog box opens.

    3. In the Business View Excel Report Name box, type High Priority Open Defects.

    4. Click OK. A new business view Excel report is added to the folder you created. Notice that the icon represents a business view Excel report.

      The Configuration tab is selected.

       

  3. Open Excel.

    1. Click Install Addin. The ALM Business Views Microsoft Excel Add-in is installed in Excel.

    2. Click New Excel. Microsoft Excel opens with the ALM tab in the ribbon.

    3. In the ALM tab, click Login. The ALM login window opens. Log in exactly as you logged in to ALM at the beginning of the tutorial.

  4. Generate the business view report in Excel.

    1. Click Add. The Add Worksheet dialog box opens.

    2. Select Defects.

    3. Click OK. A new business view Excel worksheet is added and the Worksheet Configuration pane is opened.

  5. Configure the business view report.

    1. In the Filter tab, select Priority in the Field Name column.

    2. In the associated Criteria column, click the arrow. The Select Filter Condition dialog box opens.

    3. Click 4-Very High, Or, and 5-Urgent.

    4. Click OK.

    5. Select Status in the Field Name column.

    6. In the associated Criteria column, click the arrow. The Select Filter Condition dialog box opens.

    7. Click Not, Closed, And, Not, and Rejected.

    8. Click OK. The business view Excel report shows only those defects whose priority is Very High or Urgent and whose status is not Closed and not Rejected.

  6. Save the new report in ALM.

    1. Click Save and select Save to ALM. The Save Business View Excel Report dialog box opens.

    2. In the Select Folder box, browse to the My_Analysis_Items folder and select the High Priority Open Defects report. The Business View Excel Report Name box is automatically valued with High Priority Open Defects.
    3. Click Save.

    4. Click Yes in the Replace Confirm message. The report is saved to ALM.

  7. Generate the report in ALM.

    1. Return to the Analysis View module in ALM.

    2. Click Refresh. The High Priority Open Defects report is selected with the Configuration tab open.

    3. Click Generate. The Download Excel File dialog box opens.

    4. Browse to the location on your client machine where you want to save the Excel report, enter High Priority Open Defects in the File name field, and click Save.

      The report opens in Excel with the latest data included.