Testing Completion Roll-up - Jama Connect Interchange™ Excel Functions Integration

Author: Steven Meadows

Updated: November 2024

Audience: Everyone

Environmental details: Self-hosted and Cloud customers

Summary: 

Some of our customers want to visualize a roll-up of testing completion at a requirement level. Think about a requirement that is satisfied through multiple downstream requirements and testing of those requirements. This helps to bring better clarity and understanding of overall progress throughout development.

Let's take this example relationship rule below:

How could we understand the testing completion of product requirements with downstream system requirements being tested?  Out of the box, Jama Connect can show you requirement completion progress from a workflow/status perspective but not from a testing standpoint.

With Jama Connect Interchange Excel functions, you can query data connected with product requirements and create an automated status roll-up at the product requirement level. In this case, you can see a testing completion status field set up at the system requirement level. If all traced system requirements are successfully tested, we can now have an automatic trigger to update the upstream product requirement as complete in terms of testing:

Using Jama Connect Interchange, you can query the downstream connected system requirements testing completion status and run Excel formulas to determine the product requirement testing completion status.

With this mapping, we are entering our system requirement testing completion statuses into formulas to determine the higher-level testing progress:

Excel Template:

You can see in this Excel template we are checking that there is no associated failed test:

The second check is to make sure we have at least one passed test:

The final check is to ensure both conditions are true. If true, the product requirement testing completion status will be updated accordingly: