Creating a Report Using Attribute Value Filters

Objectives

Create a report showing all requirement types that have had a specified attribute value change.

Continue experimenting with general manipulation of Excel chart formats.

Scenario

A static report retrieves project information that provides a “snapshot” view of a project. It is useful in determining the current status of the project. For your static report, query the project to determine the number of Use Case

Requirements and the status of each value of the Status attribute. For example,

“How many UC requirements are Approved, Proposed, Validated, and so on?”

6-6 © Copyright IBM Corp. 1998, 2006

Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Create a Report Using Filters

1. The Requirement Metrics Dialog box should still be open.

2. In the Choose a Requirement View list, click all UC.

The Use Case Requirement Type is the base filter.

3. Click Add Filter, and then click Attribute Value.

Click OK.

Notice the different types of filters available for use.

Choose the Status from the Select an Attribute list.

Choose no entry and then click OK.

4. Click Add to Report.

Enter a label: No entry.

Use the same steps you learned in the previous exercise to complete this task.

• Approved.

• Incorporated.

• Validated.

Remember to update your labels to reflect the query content for use in your chart.

Compare your results to the example below.

Click Create after adding your queries.

6. Name your report, show the legend, and show the data values using the skills previously learned.

Hint: Right-click in the Excel chart, and then click Chart Options.

7. Review your output.

You have bars on your chart, each representing the selected value of the attribute Status for use case requirements.

8. In Excel, select File > Close. (Do not save report.)

You are returned to the Requirement Metrics window with your previous queries still listed.

6-8 © Copyright IBM Corp. 1998, 2006

Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

10. Select the All UC query.

Click Move Up until the query is the first query in the list.

Click Create.

You can reorder any of your query items using the Move Up and Move Down buttons.

11. Format your report as you wish.

You added a new query to the report that can serve as a baseline for comparison.

12. Right-click in the chart, and then click Source Data.

13. Click Columns and then click OK.

Review your results.

This action changes the chart to reflect a different color for each query result and updates the legend to reflect the correlation between the query color and the query label.

14. Close the report without saving.

You are returned to the Requirement Metrics dialog box.

15. Select a query in the Report section.

Click Delete Query. Continue until all queries are removed.

Close the Requirement Metrics dialog box.

It is not necessary to save information.

This completes Lab 6.

Unguided

Lab 6.1 – Creating a Metrics Report

NOTE: The Unguided labs are for students who feel they would benefit from fewer step-by-step instructions.

Objectives

Create a basic metric report.

Insert data labels.

Review the report output in Microsoft Excel.

Scenario

RequisitePro Metrics let project managers and product analysts report statistics on RequisitePro requirements text, attributes, relationships, and revisions. These report results are displayed in Microsoft Excel and can be manipulated using Excel’s charting capabilities.

Charts and reporting statistics can be saved and re-run throughout the life cycle of the project.

Begin by creating a basic report that shows the number of requirements per Requirement Type in the project.

Estimated Time

10 minutes

6-10 © Copyright IBM Corp. 1998, 2006

Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Create a Metric Report

• Use Tools > Metrics to open the Requirement Metrics dialog box.

• Create a query for <all FEAT>.

o Add <all FEAT> to the report.

• Create a label FEAT in the report section.

• Add three additional base filters for:

o <all UC>

o <all STRQ>

o <all SUPL>

• Generate the report.

• Review the Excel spreadsheet.

Need more guidance? See page 6-2, steps 1-7.

Define the Excel Chart

• Right-click in the chart.

• Name the new report: All Requirements by Type.

• Show the Legend.

• Click the Data Labels tab in the Chart Options dialog box and show the values.

• Close the report.

• Remove all queries.

Need more guidance? See page 6-2, steps 8-12.

Unguided

Lab 6.2 – Creating a Report Using Attribute Value Filters

Objectives

Create a static report showing all requirement types that have had a specified attribute value change.

Continue experimenting with general manipulation of Excel chart formats.

Scenario

A static report retrieves project information that provides a “snapshot” view of a project. It is useful in determining the current status of the project. For our static report you will query the project to determine the number of use case

requirements and the status of each value of the Status attribute. For example,

“How many UC requirements are Approved, Proposed, Validated, and so on?”

6-12 © Copyright IBM Corp. 1998, 2006

Course materials may not be reproduced in whole or in part without the prior written permission of IBM.

Create a Report Using Filters

• The Requirement Metrics dialog box should still be open.

• Choose the Use Case Requirement Type as the base.

• Add an Attribute Value to the filter.

o Select the Status attribute with No Entry.

• Enter a label: No entry.

• Add four more attribute values to the Status attribute:

o Proposed.

o Approved.

o Incorporated.

o Validated.

• Create labels for each to reflect the query content in the report.

• Create the report.

• Name the report, show the legend, show the data values.

• Close the Excel report. (You do not have to save it.)

• From the Requirement Metrics dialog box, select the base query all UC.

• Move the all UC query to the top of the report.

• Create the report.

• From the Chart options, click Source Data.

• Click Columns on the Data Range tab.

• Close the Excel report and delete the query.

Need more guidance? See page 6-6, steps 1-15.

This completes Lab 6 – Unguided version.