Once you've logged onto Helix ALM, click on the reports menu icon. Next, click on the add button to create a new report.
Next, we'll select a matrix report. First we've got to decide what column's we'd like to show within our traceability matrix. Let's go ahead and start with the first column that'll display our business requirements. Then, to ensure that the correct data is displayed in my column, I need to add a rule. Now, I would first like to show my business requirements. I can either show all my business requirements or I can look at a specific set of requirements from a specific requirements document. In this case, I'm going to select my APS requirements document.
Next, I would like to add another column to show my functional requirements that are linked to this business requirements. Again, I need to add a rule to indicate that I would like to show those functional requirements that are linked to my business requirements in column one.
Next, I would like to show the nonfunctional requirements but also linked to these business requirements. Again, I need to add a rule, to show nonfunctional requirements, and again, we're gonna have these linked to the business requirements in column one.
Next, I also want to show the test cases that cover these business requirements or potentially my functional requirements or nonfunctional requirements. In this case, I'm gonna show the ones linked to a functional requirement, so I'm going to add a test case column. I'm going to add a rule to show the test cases tracing back to a functional requirements in column two.
Next, I would like to show the test runs that are executing all of these test cases with potentially those results. Again, we need to add a rule to indicate that we'd like to show our test runs that are linked to the items and column four, which would be our test cases. Then finally, we'd like to add a column to indicate if there's any issues that were found during testing that we can show those issues.
Again, I'm going to add a rule to show the issues that are linked to the test runs in column five. Once I'm happy with this, let's go ahead and run this report. Here you can see the traceability matrix created automatically from Helix ALM all the way from my business requirements, functional requirements and issues, but of course if you want to add more color to your reports to make things stand out or filter them, you can of course do so.
A great example is if I'd like to share with source code, that is linked to the issue, so again, I can go ahead and show the source code over here, but it's linked to the issues.
Again, I'm going to add the rule. In this case it's the same data as the items shown in the issue column, so I'm going to use the same issue column, but my issue text will be different. In this case, I'm going to take out the standard data and I'm going to insert field code that'll show me my source code linked to this item.
Press the OK button and now when I run this report again, we'll see the traceability matrix all the way down to the actual source code that is linked inside of a helix core system. You can try Helix ALM free for 30 days at Perforce.com