Configure entity graphs

You can configure an entity graph to select data to be included in the graph.

Overview

Configure an entity graph to select data to be displayed and how the data is displayed in the graph.

  • To configure an entity graph, select the graph from the Analysis tree, and click the Configuration tab.

  • If you have the required administrator permissions, in the Analysis Menu tab of the Analysis View module, select a graph and click the Configuration tab.

  • The available configuration options depend on the graph type. Entity graphs of the same graph type share the same configuration options. For example, a progress graph for defects and a progress graph for requirements have the same configuration options.

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Configure progress graphs

You can configure a progress entity graph using the following options:

Option Description
Period

The time period covered by the graph. Select a time period from the drop-down list:

  • Custom. A time period between any two dates. Set the start and end dates.

  • Week/Month/Quarter/Year. A fixed time period any time in the past. Use the arrows to jump to the next or previous period, or set the start or end date of the period in the drop-down calendars.

  • Last. A time period ending at the current date. Select a time unit (day, week, month, quarter, or year) and set the number of time units you want to cover in the graph.

  • All days. Includes all time periods from the beginning of the project until the current date.

Resolution

The time interval at which data is grouped on the x-axis.

Display
  • Raw Data. View the number of requirements, tests, or defects over the period of time you selected.

  • Changes over Time. View the change in the number of requirements, tests, or defects over the period of time you selected. Each record begins at 0.

Grouped

Select a field to determine the information by which ALM groups data in the graph. You can group the data only by string or list fields.

For cross-project graphs, select QC Projects to group the data by project.

If you set a filter on the same field as the Group By field, groups in the graphs may include values that you filtered out. This is because in progress graphs the filter operates on current values, while groupings operate on historical values. For example, the Group By field in a Defects graph is set to Status, and the current filter includes all defects whose status is Open. When the graph is generated, all previous statuses of the open defects, such as Rejected, will appear in the graph even if Rejected was not included in the filter.

Show Not Covered parents

Available for Requirements only.

Whether or not to include parent requirements with the Not Covered status.

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Configure summary graphs

You can configure a summary entity graph using the following options:

Option Description
Y-Axis

Select the data that displays on the y-axis.

  • Count. Display the total number of items (for example, a count of open defects).

  • Sum of. Choose a numerical field. For example, in Defects graphs, choose Estimated Fix Time to display the estimated time required for fixing the defects. Choose Actual Fix Time to display the actual time spent on fixing the defects.

    For defect cycle time by phase graphs, select Sum of to display the total time spent on each phase.

  • Average of. Display the average time spent on each phase. This option is available for defect cycle time by phase graphs only.

X-Axis

The information displayed along the x-axis of the graph.

Tip: In cross-project graphs, select QC Projects to display the data by project.

Grouped

Select a field to determine the information by which ALM groups data in the graph. You can group the data only by string or list fields.

Tip: For cross-project graphs, select QC Projects to group the data by project.

Show Not Covered parents

Available for Requirements only.

Whether or not to include parent requirements with the Not Covered status.

Show full path If you select Subject, Plan: Subject, Test: Subject, or Test Set: Name in the X-Axis field, ALM displays the full path of the test subject folder.
Include Historical Data

Available for Defects only.

Enables you to filter entities that have changes in the specified fields by the specified user during the specified periods. For example, you can filter defects whose status was changed from Open to Fixed by you in the last 7 days.

To configure historical data, click Configure and specify the following:

  • Field. Select the field that was changed.

  • Value. In the From field, click Update List to specify the old values the field was changed from. In the To field, click Update List to select the new values the field was changed to.

  • Changed By. Select the user who made the change.

  • Changed In. Specify when the change happened.

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Configure trend graphs

You can configure a trend graph using the following options:

Option Description
Period See Period.
Resolution See Resolution.
Grouped

See Grouped.

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Configure age graphs

The Age Graph type is available for Defects only. You can configure a defect age graph using the following options:

Option Description
Age

You can group all defects older than a certain period (for example, older than six months) in one column, and all defects more recent than that period in a second column. Alternatively, you can group the defects by all available periods.

  • Select a period to group defects in two columns.

  • Select No grouping to view all of the available periods.

Y-Axis

Select the data that displays on the y-axis.

  • Count. Select Count to display the total number of items (for example, a count of open defects).

  • Sum of. Select Sum of and choose a numerical field. For example, in Defects graphs, choose Estimated Fix Time to display the estimated time required for fixing the defects. Choose Actual Fix Time to display the actual time spent on fixing the defects.

Grouped

See Grouped.

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Configure anomalies graphs

The Anomalies Graph type is available for Defects only. You can configure a defect anomalies graph using the following options:

Option Description
Phase Defined by

Select the field that defines phases for anomalies graphs.

For example, if you want to define phase by the Status system field, such as Open, Fixed, and Closed, then select Status for this field.

You can also specify a user-defined field to define phases. The user-defined field should meet the following requirements:

  • It's a lookup list field.

  • It enables the History property.

  • It enables verify values.

  • It disables multiple values.

For details, see Customize project entities.

Stuck in Phase

Select a phase. The available values of this field depend on which field you use to define phases.

For example, if you want to know how many defects remained in the Open status for a certain duration, select Status in the Phase Defined by field, and Open in the Stuck in Phase field.

Duration

Specify the pending duration for defects that remained in the phase defined by the Stuck in Phase field.

For example, if you want to know how many defects remained in the Open status for no less than 5 days, enter 5 in the >= field.

X-Axis See X-Axis.
Y-Axis See Y-Axis.
Working Days Select the working days. Non-workings days are not counted when calculating how long a defect remained in a specific phase.

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Configure planned vs. actual graphs

The Planned vs. Actual (Last Test Run ) and Planned vs. Actual (Test Run History) graph types are available for Test Instances only. You can configure a planned vs. actual graph using the following options:

Option Description
Period See Period.
Resolution See Resolution.
Grouped By See Grouped.
Complete Status

Available for Planned vs. Actual (Test Run History) graphs only.

Specify the statuses that are considered as complete status. If the run status of a test instance is one of the specified values, ALM treats the test instance as completed.

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Configure test execution treemap graphs

The Test Execution Treemap graph type is available for Test Instances only. You can configure a test execution treemap using the following options:

Option Description
Failed

Select the test instance statuses that are considered as failed statuses.

For example, if you select Failed, Blocked, and Deferred, then tests of all these statuses are considered as failed tests.

Executed

Select the test instance statuses that are considered as executed statuses.

When generating the graph, test instances of all selected failed statuses are considered as executed test instances, even when these statuses are not selected in the Executed field.

Filter

Use the Test Set: Test Set Folder filter to select the test set folder under which all the test sets are included in the treemap.

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Configure test execution status trend graphs

The Test Execution Status Trend graph type is available for Tests only. You can configure a test execution status trend graph using the following options:

Option Description
Period See Period.
Resolution See Resolution.
Grouped

See Grouped.

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Filter a graph

You can use the Filter dialog box to filter entities to be included in a graph. This configuration is common to all types of graphs.

For details, see Filter Dialog Box.

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Select projects for a graph

You can select multiple projects to be included in an entity graph. This configuration is common to all types of graphs.

ALM Editions: Cross-project graphs are not available for Quality Center Enterprise Edition. For information about ALM editions and their functionality, see ALM editions. To find out which edition of ALM you are using, ask your ALM site administrator.

To select projects for a graph:

  1. From the Analysis tree, select the graph and click the Configuration tab.

  2. At the bottom of the page, click Select Projects.

  3. From the Projects Tree list, select the target projects and click Add .

    • You can select only projects in which you are listed as a user.

    • If you selected a domain, all the domain's projects are added to the grid.

    • You can change the maximum number of projects that ALM allows you to include in a graph, by setting the PROJECT_SELECTION_MAX_PROJECTS site parameter. For details, see Set configuration parameters.

  4. Click OK.

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See also: