Creating an Excel Report Template

For SilkCentral Test Manager Report

Firstly it is good to know what information will be returned from SilkCentral Test Manager to the report. So download an excel report from test manager from one of the samples

  • Open the report

  • Go to the DATA_SHEET tab

You will see that it shows information similar to the following:

We can see that there will be standard information sent to the report regardless of the information that your SQL statement returns, it will return:

  • The name of the project that the report was run against
  • The user that ran this
  • The report description
  • The report generated date

The Information to display

For this example we have the Following SQL statement:

SELECT sn.StatusName AS Status,

COUNT(td.TestID) AS "No. of Test Definitions"

FROM (SELECT * FROM TM_TestDefStatusNames tdsn

WHERE tdsn.StatusID_pk < 5) sn LEFT JOIN

(

SELECT tds.TestID,

CASE when tds.CurrentExecStatus=8 then 1

else CASE when tds.CurrentExecStatus=9 then 2

else tds.CurrentExecStatus end

end AS StatusId

FROM RTM_V_TestDefinitions tds

WHERE ProjectID = ${$PROJECTID}

) td

ON (td.StatusId = sn.StatusID_pk)

GROUP BY sn.StatusID_pk, sn.StatusName

ORDER BY sn.StatusID_pk

This can be entered by going to the properties tab

  • Click on Edit
  • Click on “Advance Query”
  • Paste the SQL query above in.
  • Click on “Check SQL”

This should return the following dialog

  • Click on “Finish”

The SQL statement is now sorted – next is to create the template.

Creating the Template

  • Open Excel
  • Name the first sheet “Bar” and the second sheet “DATA_SHEET”

Note this is NOT something necessary – this is just a step to make sure that THIS example works as desired and to avoid any confusion

  • Go to DATA_SHEET sheet – remember from above that SilkCentral Test Manager provides some extra information – the information with regards to this simple example will need to be put in specific places
  • Place “Statuses” in B1 and No. of Test Definitions in C1
  • From B8 – B11 place Passed, Failed, Not Executed and Not Scheduled
  • If you want some sample data you can place values in C8 – C11

  • Go to the Bar Sheet
  • Go to Insert | Chart
  • Select the Chart type – in this casewe select clustered column

  • Click Next
  • ClickDataRange field to set focus on it
  • Then Click on DATA_SHEET tab and highlight the values in c8 – c10

  • Click Next
  • Give a name for Chart Title, x axis and y axis
  • Click Next
  • Select to place “As object in:” the Bar Sheet
  • Click Finish

This will show as the following:

  • Right-click on the chart and select “Source Data”
  • This brings up the “Source Data” dialog
  • Click on the field for “Category (X) axis labels:”
  • Go to DATA_SHEET sheet
  • Highlight the statuses
  • This populates the field with the cells to use as the labels on the graph.
  • Click OK

You should now have the template that looks like this

  • Save this.

The next step is to upload this to SilkCentral Test Manager.

Uploading the template to SilkCentral Test Manager

  • Go to Administration | Reports in SilkCentral Test Manager
  • Click on the “Upload” button
  • This will bring up an upload dialog
  • Enter the name and description, Select the projects that you want this template to be available in.
  • Select if you want this to be a Test Manager or Issue Manager Report template.
  • Select the file that you want to upload
  • Click OK

Getting the Information into the new template

  • Go to the “Data” tab

This tab should have some information in it to show that the SQL statement has worked

Go to the “Report” tab

  • Click on the link to select template
  • Select the template that you have uploaded
  • Click on the link to download the report
  • Save the report to your machine
  • Open the report

It should appear like the following