EXCEL: BE PROFESSIONAL

I. History/statistic

II. What to do to make usage easier

III. Examples – how to do

Agenda

Excel in QC process

16%9%

11%

55%

9%

What test case management tool/s you are using on your current project?

JIRARALLYTest PerfectMS ExcelTestLink?

Excel in QC process

16%9%

11%

55%

9%

What test case management tool/s you are using on your current project?

JIRARALLYTest PerfectMS ExcelTestLink

History

1984 1987 1990 1993 1996 1999 2002 2005 2008 2011

Excel 1.0 for MAC

Excel 2.0 for Windows

Has included VBA

Part of the Microsoft Office

Excel's History

Excel in QC life

IT process usage: • Test cases• Statuses reporting• For process management tracking

Usage for:• Calculations• Graphical data illustration• Exporting data from other tools for analysis

What is usability of Excel file?

… then something wrong with yours data presenting in Excel…

So, you need refactoring its format.

If they don’t understand what is that from first look….

How to: Separate info appropriately

What areas can be separated:

Worksheets: Execution for each Sprint/IterationExecution on different environmentsConfiguration of environmentDifferent areas of testingOther additional information

How to: Use spreadsheets space

Fixed Area: - No more than Header Line needs;- Should take less than 20% of workspace;Remember: - this info is needed for info below only.

Work Area. Remember: - is the MAIN area of document;- Should take morethan 80% of workspace;- In this area you focused all the time.

How to improve documents?

1. User friendly format

2. Dynamic: formulas, colorizing, groups etc.

3. Automation (macros, usage of VBA )

Example #1

colorizing

usage of Conditional Formatting

Result

Zebra?

No problem!

Example #2

Result

Example #3

Data validation or

How to make life easier

ResultExample A

Example B

Macro

To be or not to be?

Macros – for what we can use it

Organization of LOGICCreating its own “features” in ExcelMoving/creating/deleting files in systemAUTOMATION of frequent actions:

Generating reportsCollecting any dataUpdating files automaticallyGenerating Test Data

Example #4: Own Ribbon

My Tab

• Copy worksheets

• Clear results

• Change date/name

• Change data view

• Separate/Merge data

• Other

Local TASK:

How to create its own Ribbon

• Create new .xlam Excel file

• Open .xlam in ‘Custom UI Editor For Microsoft Office’ tool

• Edit .xlam file and validate/save changes

‘Custom UI Editor For Microsoft Office’ tool

What is macro?

Example #5: Logic

SUDOKU

Example #6: Globalization

File2.xlsxFile1.xlsx File3.xlsx

MainFile.xlsx

Workbooks.Open Filename:= “[D:/File1.xlsx]”Range("A1").SelectSelection.CopyWindows("MainFile.xlsx").ActivateRange("A1").SelectActiveSheet.PasteWindows("File1.xlsx").ActivateActiveWindow.Close

How does it work?

JIRA

MainFile.xlsx

TestTrack

Reporting

System

QUESTIONS?