Trace multiple relationships of an artifact with Report Builder

Learn how to create a report that traces the relationships between features and work items, test cases, and child requirements in a single table.

About this task

This tutorial uses the JKE Banking sample that comes with the IBM® Engineering Lifecycle Management (ELM). Data warehouse is the data source. If you are using Lifecycle Query Engine, the steps are similar; differences are noted.

Procedure

  1. Open Report Builder.
    Go to http://<server_name>:<port>/rs.
  2. On the Reports page, click Build report.
  3. Choose a report type.
    • For Data source, you can use the default that is configured for your environment, or click the pencil Edit icon, and select a different one in the list.
    • Select Current Data.
  4. Limit the scope of your report by selecting what projects to report on.

    Choose a Requirements Management (RM), a Change and Configuration Management (CCM), and a Quality Management (QM) project.

  5. Choose an artifact.

    Under Requirements Management, expand Requirement, and select Feature. Then click Continue.

  6. Trace relationships and add artifacts.

    In this section, create links from the feature artifact type to the artifact types you want to explore.

    1. Rename the label Requirement to Feature. Double-click the label in the box, and type Feature.
    2. Click Add a relationship, and under Work Item, choose Implemented By. Click OK.
      LQE: Click Add a relationship, and under Work Item, choose Implemented By. Click OK. Then select Work Item, and click OK again.
      The traceability link looks like this:
      A flow diagram that shows how the Feature is related to the Work Item.
      Tip: You can specify what relationship to show: Required, Optional, or Does not exist. Above the Implemented by link, click the twistie next to Required, and select your option.
    3. Trace a second relationship from Feature to Test Case.
      Select the check box to enable multiple traceability relationships.
      Check box for enabling multiple traceability paths.
      Click Add a relationship underneath the Implemented by link. In the dialog window, select Append to combine the results, and click OK.
      A dialog window shows options for combining the data from multiple traceability relationships.
      In the second traceability path, click Add a relationship. Under Test Case, choose Validated By Test Case, and click OK.
      Second traceability path from Requirement to Test Case.
      LQE: In the second traceability path, click Add a relationship. Under QM Test Case, choose Validated By and click OK. Select QM Test Case, and click OK.
      Second traceability path from Requirement to Test Case.
    4. Trace a third relationship from Feature to Child Requirement.
      Click Add a relationship underneath the Validated by Test Case link. In the dialog window, select Append to combine the results, and click OK. In the third traceability path, click Add a relationship. Under Requirement, choose Parent Of, and click OK. To rename Requirement to Child Requirement, double-click the label in the box and type the new name.
      Third traceability path from Requirement to Requirement 1.
      LQE: Click Add a relationship. Under Requirement, choose Parent Of, and click OK. Select Requirement, and click OK. To rename Requirement to Child Requirement, double-click the label in the box and type the new name.
      Third traceability path from Requirement to Requirement1.
  7. Format results.
    1. In the Table section, sort the features in ascending order.

      Select Ascending for the feature attributes: Project, ID, and Name. The sort order is automatically updated.

      Sorting the features in ascending order
      LQE: Select Ascending for the feature attributes: Project, ID, and Title.
      Third traceability path from Requirement to Requirement1.
      Note: If Data warehouse is selected as a datasource, rename column label from "Requirement ID" to "Feature ID" and "Requirement" to "Feature". For LQE as a datasource it is not required.
    2. Click Refresh to preview the report layout.
  8. Click Run Report to see all the data, and ensure that it is what you are looking for.

    The traceability report runs, and the feature relationships are shown in the table. Feature 110 is implemented by work item 62, and it is verified by test case 8.

    Feature 178 is implemented by work item 70, and verified by test case 16. It has three child requirements: 188, 316, and 74.

    Report result
  9. When you are satisfied with the report, click the Name and Share page title, and specify the details for your report. Click Save.
    For more information, see the section Name and share the report in this topic.

What to do next

  • To see your report in the list of other reports, click All Reports or My Reports.
  • To view a full-page version of your report in a new window, click Open in a new window.
  • To further edit your report, click a pencil in the My Choices pane at the right. Click Save to save your changes.
  • You can export your report to various document types (Microsoft Word or Excel, PDF, or HTML). To do further editing on the report, export it to IBM Engineering Lifecycle Optimization - Publishing if you have a license. You can also export a report graph to an image file. See the related topics.