View entity graphs

You can view a saved entity graph in the View tab of the Analysis View module, and analyze the graph data.

Note: The View tab of a graph has an improved look and feel starting from ALM 15.50. If you want to use the classic view, ask your site admin to enable the view by using the ENABLE_CLASSIC_GRAPH_VIEW parameter.

The graph window supports the classic view only.

Set graph appearance

To customize the title, color, and display of a graph, in the View tab of the graph, click Set Graph Appearance to open the Graph Appearance dialog box.

The following table describes the options in the Graph Appearance dialog box:

UI Element Description
Title

Graph Title

Y-axis Title

X-axis Title

Enter a name for the graph, y-axis, and x-axis.
Change the title's font or color.
Reset Titles Restores the original titles.
Layout
Default Layout Select a layout that the graph is by default displayed in.
Stacked/Tiled
  • Select how groups of values are displayed, stacked or tiled.
  • Available for: Line, column, and area layouts.
  • Smooth Line

    Whether or not to enable the smoothed line layout.

    Available for: Line and area charts.

    Color
    Color Theme

    Select a color theme for the graph.

    By default, groups or categories in the graph are automatically displayed in different colors under the color theme. If the graph has more than 6 groups or categories, some groups or categories share the same colors.

    Group Color Select colors for the groups or categories in the graph. The group color settings override the color theme setting.
    Apply to new graphs

    If you select this checkbox, the group color settings, upon saving, are applied not only to the current graph but also to both of the following graphs created by you:

    • New graphs that include the group or category.

    • New group or category with the same name (case-sensitive) in existing graphs.

    Example:

    Suppose you select red for the group Critical and select the Apply to new graphs checkbox. When you create a new graph that includes the Critical group, that group is displayed in red instead of the system-assigned color. When you add a new category named Critical in an existing graph, the new category is also displayed in red.

    Outer Color

    Select a color for the area outside the graph.

    Inner Color Select a color for the inner part of the graph.

    Working Days

    Available for: Plan vs. actual graphs

    <Working days> Select the working days. Non-workings days are not counted when calculating the number of test instances planned to be executed or actually executed.

    Column Parameters

    Available for: Column charts

    Show Data Label

    Whether or not to display labels for each column. A label can be number or text.

    • If a graph has long X-axis labels, they are fully displayed when the graph is saved as image, sent to email, or printed.

    • If X-axis labels are dates, they are always fully displayed.

    Label Type

    This option works only when Show Data Label is enabled. Select one of the following:

    • Total value. Displays the total number of items in all groups of a column.
    • Each column (value). Displays the number of items in each group of a column.
    • Each column (text). Displays the group-by field value of each group. For example, if the graph is grouped by status, the marks for a column could be "new", "in progress", and "fixed".
    Label Position

    Select where the labels are displayed: on the top, at the bottom, or in the middle of the column.

    This option works only when Show Data Label is enabled.

    Legend

    Not available for: Pie charts

    Legend Position Select where the legend items are displayed: left, right, top, or bottom of the graph.
    Field

    Read-only.

    Indicates the field by which the graph is grouped.

    Available only when the grouped-by field is a look-up list field and enables Verify value.

    Example:

    If the graph is grouped by entity status, the Field shows Status.

    Value Filter

    Configure which groups of data are by default shown in a graph, which helps you ensure unwanted groups of data (regardless of whether they exist) are consistently hidden to project users, unless they manually show such data.

    Available only when the grouped-by field is a look-up list field and enables Verify value.

    Options include:

    • All. It is selected by default. The graph by default shows all existing data, and all groups of the existing data are displayed as selected in the graph legend.

    • Multiple values. Select this option and click the drop-down list to select desired groups of data to be shown by default in the graph.

      Values available for selection: All values of the grouped-by field are available for selection, including the groups under which no data exists. Custom categories are not available for selection.

      If you select Multiple values, the graph by default shows selected groups of data (if exists) and hides unselected groups of data. Selected groups are displayed as selected in the legend and other groups are displayed as unselected in the legend. To show data of an unselected group, click the group in the legend.

    You may want to use the Value Filter setting to ensure that:

    • By default unselected groups of data are not shown to any user, no matter whether such data exists.

    • You can still view unselected groups of data by selecting the groups from the graph legend.

    Example:

    You create a defect trend graph that displays only closed and rejected defects by default, with other unwanted groups hidden. If an unwanted group of data, such as Duplicate defects, do not exist, it cannot be hidden because it is not available in the legend. When you share the graph with another user having duplicate defects, the graph also shows duplicated defects by default.

    To ensure that all users by default see only closed and rejected defects even if other groups of defects exist, you can select the Multiple values option in Value Filter and select Closed and Rejected. If users want to see a hidden group, they can click that group in the legend.

    Others

    Not available for: Pie charts

    X-axis Label Direction

    Select a text direction for the x-axis label.

    Sorting

    Select in which order are the columns displayed in a chart.

    Available for: Column charts.

    Date Format

    Select a format for the dates in the x-axis.

    Available for: Graphs whose x-axis values are dates, such as progress and trend graphs.

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    Set treemap appearance

    You can customize the title and rectangles' colors of a treemap.

    To set a treemap's appearance:

    1. In the View tab of the treemap, click Set Graph Appearance.

    2. In the Graph Title field, enter a new name for the treemap.

      You cannot change the rectangle labels. The label of a rectangle is determined by the test set it represents.

    3. In the Settings section, set the following for the treemap:

      Failed ratio tolerant value

       

      In the Failed Ratio > field, enter the tolerant value (an integer from 0 to 100) for the failed ratio. By default, it is 0.

      Failed ratio refers to the percentage of failed tests out of all executed tests.

      On the graph's Configuration tab, you can set which test statuses are treated as Failed and Executed. For details, see Configure test execution treemap graphs.

      Note: To obtain a more objective test result, we recommend you set the tolerant value to an integer bigger than 0. This can help you ignore some failures that are caused by external factors, such as unstable testing environments.

      Color for test sets where the failed ratio is higher than the tolerant value

      Click the color field to select a color theme for test sets where the failed ratio is higher than the specified tolerant value. By default, it is red.

      The test set with the highest failed ratio is displayed in the selected color. Test sets with lower failed ratios in this ranger are displayed in lighter tints of the color.

      Color for test sets where the failed ratio is not higher than the tolerant value

       

      Click the color field to select a color theme for test sets where the failed ratio is lower than or equal to the specified tolerant value. By default, it is green.

      The test set with a zero failed ratio is displayed in the selected color. Test sets with higher failed ratios in this range are displayed in lighter tints of the color.

      Color for test sets where no test has been executed

      Click the color field to select a color for test sets where no test has been executed.

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    Edit categories

    You can group values of the field selected in the Grouped By or the X-axis field, and display the combined data as one category.

    To edit categories of an entity graph:

    1. In the View tab of the graph, click Edit Categories to open the Edit Categories dialog box.

    2. To group values of the field selected in the X-axis field, select Edit X-Axis Categories from the drop-down list. This option is available only for summary graphs, Business View graphs, and Requirements Coverage graphs.

      To group values of the field selected in the Group By field, select Edit Group by Categories from the drop-down list.

      By default, all X-axis or group-by field values are listed under the <No Category> group.

    3. Create new categories.

      To create a new category, in the New category name text box, enter a name for the category, and click .

    4. Add groups into new categories.

      You can add groups into a new category in either of the following way.

      Drag and drop groups into the new category
      1. In the top-right corner, click to open the Category view.
      2. Drag and drop the groups from the <No Category> area or any existing categories area to the new category area.
      Assign the new category to target groups
      1. In the top-right corner, click to open the Grid view.
      2. In the Categories column, select the new category name for the groups that you want to add.

      The number displayed before each category name indicates how many groups are added under this category.

    5. Click Save to save all the categories.

      To delete a specific category, in the Category view, click the delete icon in the category line.

      To delete all categories, click Reset Categories.

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    Enable new graph look in email for entity graphs

    If you want to send a Test Execution Planned vs. Actual graph to email, or if you want other types of entity graphs to be displayed in the new graph look, enable the new graph look in email before you send these graphs by email.

    For details, see Enable new graph look in email.

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    Show/hide total values in progress graphs

    Available in versions: 17.0.1 and later

    You can show or hide the <Total> category for a progress graph to represent the sum of all the other Group By categories.

    To show the <Total> category, click the Show Total Value button .

    To hide the <Total> category, click the Hide Total Values button .

    Note: If you create a category and also name it <Total>, the Show/Hide Total Value toggle does not work. The Total line as a result of turning on the Show Total Value toggle disappears.

    Therefore, if you want to use the Show Total Value toggle to display the total of all the other Group By categories, do not use <Total> as your custom category name.

    To change the color of the total values line:

    1. Click Set Graph Appearance to open the Graph Appearance dialog box.

    2. In the Color section, select a color theme, from the Group Color drop-down list, select <Total>, and select a color for the total values line.

      For details, see Set graph appearance.

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    Drill down to graph data

    In a bar or pie chart, you can drill down to the records represented by a selected bar or segment, and view details of individual records.

    To drill down to a graph:

    1. In the View tab of the graph, click a segment or bar in the graph.

    2. If the segment or bar represents records from multiple projects, the Project Selection dialog box opens. Select a project.

    3. If you selected to view data from another project, or if the segment or bar represents records from only another project, the project opens in a separate browser window. If applicable, you are prompted to log in. The records are displayed in the relevant ALM module.

    4. If the segment or bar represents records from only the current project, or if you selected to view data from the current project, the records are displayed in the Drill Down Results dialog box.

      UI Element

      Description

      <Segment parameters>

      Located above the data grid, displays parameters of the selected graph area, and the number of records displayed.

      <Data grid>

      A list of the records that are included in the selected graph area.

      To open a particular record, double-click a record. The <Module> Details dialog box opens, enabling you to view or edit the record. Use the navigation buttons to browse through the drill down results.

      View results in the <module name> module. Opens the results from the appropriate module. If a filter is currently applied to this module, it will be replaced.

      Available for the following modules: Requirements, Business Components, Test Plan, Test Lab,Test Runs and Defects.

      Export. Opens the Export Grid Data dialog box, enabling you to export the records as a text file, Microsoft Excel worksheet, Microsoft Word document, or HTML document.

      Select one of the following options:

      • All. Exports all records in the grid.

      • Selected. Exports selected records in the grid.

      Select Columns. Opens the Select Columns dialog box, enabling you to determine which fields to display in the data grid, and their order. For details, see Arrange columns.

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    Share a graph

    You share a graph to allow ALM users or others to view read-only versions of graphs outside ALM.

    To share a graph:

    1. In the analysis tree, right-click the graph, and select Share Analysis Item.

      Note:  

      • This option is not available in the Analysis Menus tab.

      • You cannot share Requirement Coverage trend graphs.

    2. In the Share Analysis Item dialog box, select a share option and click OK.

      UI Element

      Description

      Copy Analysis Item URL (Authentication Required)

      Copies the URL of the selected graph to the clipboard.

      Users are required to enter an ALM user name and password to view the graph.

      Copy Analysis Item Public URL

      Copies the public URL of the selected graph or report to the clipboard.

      No authentication is required.

      This option requires that you have share permissions for the selected analysis item. For more details on setting permissions, see Manage user groups and permissions.

      Reset Analysis Item Public URL

      If you previously selected Copy Analysis Item Public URL, selecting this option blocks access to the public read-only version of the selected graph.

      This option requires that you have share permissions for the selected analysis item. For more details on setting permissions, see Manage user groups and permissions.

    3. Paste the URL in a website or email.

      Note: You can adjust the width and height of a graph by adding the &width=xx or &height=xx attributes to the end of the URL.

    4. Click the URL to open a read-only version of the graph in a Web browser. Each time you access the graph, after set intervals, it displays the most up-to-date information.

      Note: You can change the frequency at which graph data is updated by adding and configuring the GRAPH_RESULT_LIFESPAN site configuration parameter. For details, see Set configuration parameters.

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    See also: