The report profiles defined in TestArchitect Client can be used
as data profiles for Dashboard panels, and vice versa.
To create a data profile on a Dashboard page:
instance of the Dashboard and log in to the session as a user
with permission higher than that of the guest
On the Dashboard's administrative bar, point to
Administer and select Data Profiles.
Select Add New (upper-left side of the data profile
On the General Settings page, enter the basic information
specifying the name of the data profile, and its data source(s), then click
- Name: Name to be assigned to the data profile.
- Item Type: Select a project item from which to create the
data profile. This item type determines which fields are selectable on the Statistic
Field page (step #8).
- Related Data: Optionally select a sub-field related to the
project item. If you select an entity for this field, you will be asked to specify
additional sub-fields from steps #9 through #12.
Tip: Click Finish if you do not want to proceed with
additional filtering criteria.
On the Display Fields page, select those fields you want displayed
by whatever panel uses the data profile, then click Next.
On the Sort Fields page, you may opt to select a
Field to sort on. To add further sort fields, click
Add Level. Repeat as necessary. Each successive field selected is
subordinate to the previous one during sorting. Click Next when you
are done with selecting sort fields.
to change the field sorting priority order. Click
to remove a field from
the sorting list.
On the Filter Fields page, create logical expression(s) to filter
data, if you so opt. More than one expression may be created as necessary. Click
Next when you are done with creating the filter fields.
- And/Or: Logical operator for combining more than one
- Field: First operand in the logical expression.
- Operator: Comparison operator.
- Value: Second operand in the logical expression.
- Add: Add the user-defined logical expression to the filter
- Remove: Remove the highlighted logical expression from the
- Add: ( ): Add parentheses to the highlighted logical
expression to override the default order of precedence.
- Remove: ( ): Remove parentheses from the highlighted
On the Statistic Fields page, select the fields that you want to
include in the statistics generated by any panel using the data profile.
value for the selected field will be counted in the data profile. Click
Next when you are done selecting the statistic fields.
The list of selectable statistic fields varies depending on the
specified on the General
page (step #4
If an entity is specified for the Related Data
field in Step
, the next 4 steps (step
) will be available to you.
On the Display Sub-Fields page, select the fields that you want to
assign as display sub-fields. Click Next when you are done
selecting the display sub-fields.
On the Sort Sub-Fields page, select the
Subfield to sort on, if any, and click Add
Level. To add additional subfields to sort on, select the sort field then
click Add Level. Repeat as necessary. For more details on sorting
fields, see step #6. Click
Next when you are done with selecting the sort subfields.
On the Filter Sub-Fields page, you can create logical expressions
to filter data on, using the subfields. More than one expression can be created as
necessary. For more details on creating filtering expressions, see step #7. Click Next
when you are done with creating the subfields filters.
On the Statistic Sub-Fields page, select the subfields that you
want to include in the data profile's subfield statistics. Each value for the selected
field will be counted in the data profile. Click Finish when you
are done selecting the statistic subfields.
The created data profile is saved in the repository and is available for use in the
Dashboard for creating display panels, and also in TestArchitect for reporting.