Calculating Test Completion Rollup Using Jama Connect Interchange™ Excel Functions

Published Date: June 14, 2024

Updated: November 2024

Validated: Yes

Audience: Everyone

Products and Versions Covered:

• Jama Connect® Cloud

• Jama Connect® Self-Hosted

• Jama Connect Interchange™

• Excel Functions

Summary: 

Some customers need to visualize the completion of testing at the requirement level, particularly when a product requirement is fulfilled through multiple downstream system requirements and associated tests.

Out of the box, Jama Connect displays requirement completion based on workflow and status. However, it does not provide automated rollups based on aggregated testing results.

Using Jama Connect Interchange™ Excel functions, you can query downstream system requirement testing data and calculate an automated testing completion rollup at the product requirement level.

For example, if all traced system requirements are successfully tested, the upstream product requirement can be automatically marked as complete from a testing perspective.

Excel formulas can evaluate multiple conditions, such as:

• No failed tests exist
• At least one passed test exists
• Both conditions are satisfied before updating the product requirement testing status

This approach provides clearer visibility into overall testing progress throughout development.

Cause

Customers require visibility into aggregated testing completion for higher-level requirements. This level of rollup is not natively supported in Jama Connect workflows or status calculations.

Resolution

Use Jama Connect Interchange™ to query downstream system requirement testing status and calculate rollup logic using Excel functions.

Steps

1. Query downstream system requirement testing status using Jama Connect Interchange™
2. Map testing results into an Excel template
3. Apply Excel formulas to evaluate:
   • No associated failed tests exist
   • At least one passed test exists
   • Both conditions are true
4. If conditions are met, mark the upstream product requirement as complete in terms of testing
5. Update the product requirement testing status based on the calculated result

Excel Template

The Excel template implements three key checks:

• Confirm there are no associated failed tests

When all conditions are satisfied, the product requirement testing completion status is updated automatically.

• Confirm that at least one passed test exists

• Confirm that both conditions evaluate to true

Prevention

• Apply this method consistently for all critical product requirements with the downstream system requirements
• Regularly validate Excel formula logic
• Ensure testing data is correctly traced to product requirements to maintain accurate rollups

Additional Resources

• Success Programs
• Success Catalog
• Datasheets
• Request a Solution Offering or Training from the Success Catalog

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