Complete Tutorial ClearQuest Part2

Posted on Dec 8 2007 - 3:52am by Raj

Running a Query from the Workspace

1.      To run a query from the workspace, simply double-click the query name.

2.      To check if the defect has been submitted, double-click Public Queries > All defects in the workspace to display all the records in the database.

3.      To locate records containing a specific word in the Headline or Description field, double-click Public Queries > Keyword Search. The Query Builder will display the records that fit the query criteria.

4.      Click the Query editor and Display editor tabs to modify the selection criteria and the display of your query.

5.      To see a list of defects that you have submitted since you logged on, click Query > Recently Submitted.

 

 

Modifying public (default) queries

1.      Drag the query to your Personal Queries folder and then use the Query Editor and Display Editor tabs.

2.      To save the new query to the Personal Queries folder, click File > Save As or click the Save Query button in the toolbar.

     

Creating a custom query using the Query Wizard

Note: The Query Wizard walks you through the steps of creating a custom query. To verify that the Wizard is turned on, click Query and look for a check mark next to the Use Query Wizard option. If no check mark is visible, click Query > Use Query Wizard to activate the wizard.

1.      To start the Query Wizard, click Query > New Query.

2.      Follow the instructions on the Query Wizard to:

– Select either: Build a new query or modify an existing one.

– Choose a record type to query.

– Select display fields for the query.

– Select fields for query filters and define filter values.

3.      Query results are displayed in the Results set tab of the Query Builder.

4.      To save the new query to the Personal Queries folder, click File > Save As or click the Save Query button in the toolbar.

GATHERING PROJECT METRICS

·        ClearQuest provides predefined charts and reports that you can run on Windows to view the status of your project at a glance. On Windows, you can modify these charts and create reports to fit your own needs.

Using ClearQuest charts

·        ClearQuest charts are graphical representations of record data. The out-of-the box ClearQuest schema repositories include many predefined chart types, including aging, distribution, and trend.

·        Distribution charts are used to see how many records fall into defined categories or match the values you indicate. For example, it could display the current status of a group of records, who has been assigned the most/least change requests or which records have the highest priority.

·        Trend charts are used to measure change request activity over a period of time. For example, trend charts can display the number of change requests opened or resolved during a month or create a trend chart with a cumulative count where you can see which time periods had the most activity compared to previous weeks.

·        Aging charts show how many records have been in the selected states for how long.

 

Creating ClearQuest charts

1.      Click Query > New Chart.

2.      Use the Chart Wizard to:

– Specify chart type.

– Select the chart style.

– Select fields.

– Define labels.

– Select display type.

Saving ClearQuest charts

Note: After you create or modify a ClearQuest chart, you can save it to the

Personal Queries folder in the Workspace.

1.      Click File > Save or File > Save As to save a chart.

Running ClearQuest charts

1.      To view an existing ClearQuest chart, double-click the chart in the workspace.

2.      Depending on the type of chart you select, you may need to specify parameters that further define the query associated with the chart. In this case, specify the parameter and click Run Query.

 

 

Modifying ClearQuest charts

Note: You can modify the contents of an active chart in two ways.

To modify and save a chart, it must first be located in the Personal

Queries folder. Drag and drop public charts from the Public Queries folder to the Personal Queries folder to modify and save it.

1.      Click Edit > Properties to define how the data is displayed.

OR

2.      Use the Query Editor tab to filter records included in the chart.

USING CLEARQUEST REPORT FORMATS AND REPORTS

·        You can use ClearQuest report formats and reports to format the display of ClearQuest data returned by a query.

·        First, create a report format that specifies the report layout, including the fields that are displayed. Then, create the actual report, which links a report format to a query.

·        To view ClearQuest’s predefined report formats and reports, click Report Formats or Reports in the Public Queries folder of the Workspace.

 

Creating Report Formats

Note: To create a ClearQuest report, you must first create a ClearQuest report format to define the layout of your report. In order to create report formats, you must purchase and install Crystal Reports Professional Edition 8.5.

Creating Reports in ClearQuest Windows

Note: ClearQuest includes reports and report formats that you can use to create reports from ClearQuest data. You can use Crystal Reports Professional Edition to create new report formats. You can save these formats in your Personal Queries folder and use them to format ClearQuest reports.

1.      To create a report on the current query results set, first run a query such as All Defects.

2.      Click  to open the Create Report dialog.

3.      Select a report format. This creates a report in the selected format from the data in the query result set.

 

4.      Click  to export the report output to another format, such as HTML

or Excel.

 

5.      To create a new report that you can reuse, run a query that you want to create a report from, and then select Query > New Report.

 

6.      Select a report format and then associate the format with a query. This creates a report from the query data you selected. You can save this

report in your Personal Queries folder and run it at any time.

 

Saving ClearQuest reports

Note: After you create or modify a ClearQuest report on ClearQuest Windows, you can save it to the Personal Queries folder in the Workspace.

1.      Click File > Save or File > Save As to save a report.

Running ClearQuest reports

1.      To view an existing ClearQuest report, double-click the report in the Workspace.

2.      Depending on the type of chart you select, you may need to specify parameters that further define the query associated with the chart. In this case, specify the parameter and click Run Query.

Modifying reports and report formats

Note: When using ClearQuest Windows client, the properties of ClearQuest report and report formats that can be changed at any time are: report/report format name, report layout, and data displayed in report.

Exporting ClearQuest reports and charts

Note: Using ClearQuest, you can save and export ClearQuest charts and reports to files outside of the ClearQuest database. In the ClearQuest Windows and ClearQuest Web clients, you can save and export charts as graphic files. You can then e-mail the graphics to remote users or import them into other files.

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