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W15	
  
Test	
  Automation	
  
10/4/17	
  15:00	
  
	
  
	
  
	
  
	
  
Test	
  Automation	
  for	
  Data-­‐Centric	
  
Applications	
  
	
  
Presented	
  by:	
  
	
  
Cher	
  	
  Fox	
  
	
  Fox	
  Consulting	
  
	
  
Brought	
  to	
  you	
  by:	
  	
  
	
  	
  
	
  
	
  
	
  
	
  
	
  
350	
  Corporate	
  Way,	
  Suite	
  400,	
  Orange	
  Park,	
  FL	
  32073	
  	
  
888-­‐-­‐-­‐268-­‐-­‐-­‐8770	
  ·∙·∙	
  904-­‐-­‐-­‐278-­‐-­‐-­‐0524	
  -­‐	
  info@techwell.com	
  -­‐	
  http://www.starwest.techwell.com/	
  	
  	
  
	
  
	
  	
  
	
  
 
Cher	
  	
  Fox	
  
Fox	
  Consulting	
  
	
  
Cher	
  Fox	
  (@TheDatanista)	
  brings	
  thirty	
  years	
  of	
  experience	
  as	
  a	
  solution	
  
architect,	
  developer,	
  tester,	
  and	
  analyst	
  for	
  business	
  intelligence,	
  data	
  
warehouse,	
  and	
  software	
  development	
  industries.	
  Her	
  experience	
  includes	
  more	
  
than	
  twenty-­‐five	
  years	
  of	
  training	
  corporate	
  users	
  on	
  IT	
  applications	
  and	
  business	
  
processes.	
  A	
  board	
  member	
  for	
  the	
  Colorado	
  Chapter	
  of	
  TDWI	
  (The	
  Data	
  
Warehouse	
  Institute),	
  Cher	
  is	
  active	
  in	
  the	
  SQL	
  community,	
  collaborating	
  at	
  local	
  
SQL	
  Saturdays,	
  SQL	
  Server	
  and	
  Power	
  BI	
  user	
  groups,	
  PASS	
  Summits,	
  and	
  BA	
  
conferences.	
  Cher	
  enjoys	
  sharing	
  her	
  expertise	
  via	
  local,	
  national,	
  and	
  
international	
  speaking	
  engagements.	
  Reach	
  Cher	
  at	
  cfox@FoxConsulting.co,	
  Fox	
  
Consulting,	
  and	
  at	
  LinkedIn.	
  
	
  
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
Agile Test Automation for
Data-Centric Applications
Presented at STARWEST Software Testing Conference
Wednesday, October 4, 2017
Anaheim, CA
Cher Fox, DW/BI Solution Architect, @TheDatanista
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
Agenda
• Why is test automation important for agile data teams?
• Why aren’t all data teams automating their tests today?
• What is the path to test automation?
• What does simple DW test automation look like?
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
Why is test automation important
to agile data teams?
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved
Agile Demands Something Different
Agile calls for small increments of
“potentially shippable code”.
That means QA is essential
on a regular, frequent basis.
How can we be sure
that something we do
here
Doesn’t break
something we did back
here
Test Suite Test
Suite
Test
Suite
Test
Suite
Test
Suite
Test
Suite
Test
Suite
Manual testing quickly becomes infeasible.
The test suite grows larger each iteration.
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved
Testing is Central to Agile
Agile BI development is driven by tests
Acceptance criteria are the definition of “done”
Passing tests are the measure of “done”
Regression tests are the measure of “still done”
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved
Agile Teams Understand…
… that test automation is
a key technical enabler
to “being agile”
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
Why aren’t all data teams
automating their tests today?
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
DW/BI Test Automation Challenges
Data industry does not focus on testing as much as
other disciplines:
Education
Team Members
Skills & Discipline
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
DW/BI Test Automation Challenges
Existing tools are not easily adapted to the data world:
Development Languages
Web, Mobile and UI Focus
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
DW/BI Test Automation Challenges
Good test data sets are hard to come by:
Large volumes (on small environments)
Shared test environments
Data sensitivity
Small sets need extra planning and design
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
What is the path
to test automation?
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved
Exercise: Path to test automation
In small groups, discuss the following pre-requisites to
test automation and decide on the first three steps a
DW/BI team should take toward test automation:
Business Domain
Knowledge
Learning Culture Test Maintenance Repeatable Tests
Test Design
Test Feedback
Loops
Dedicated Testers UI Tests
Exploratory Testing Testing Skills Test Data Sets Unit Tests
Test Environment Automated Builds
Testing is a Team
Sport
Test Organization
Manual Tests Build Quality In Acceptance Tests
Test Automation
Tool
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved
Agile Testing Perspectives
High
Quality
DW/BI
System
3) Tools &
Automation
1) Attitudes &
Culture
2) Skills &
Practices
Testing is a Team Sport
Learning Culture
Build Quality In
Testing Skills
Test Design, Organization
& Maintenance
Repeatable Tests
Feedback Loops
Test Environment
Build Automation
Test Data Sets
Test Automation Tool
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved
Test Automation Pyramid
App
Tests
Acceptance Tests
Unit & Component Tests
Manual
Tests
Lisa Crispin & Janet Gregory, Agile Testing: A Practical Guide for Testers and Agile Teams
Push as many tests as
possible to this layer
Write these in
business domain
language
Brittle tests that are
affected by UI changes
Subjective user feedback is essential
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved
Good Places to Start
▪ Unit tests on new development
AGILE TEAMS WRITE TESTS BEFORE WRITING ANY CODE
▪ Regression tests you wish you had, before building
something new
▪ Deployment tests to ensure each build migrated
correctly
▪ Painful test setup or test execution prone to error
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
What does simple
data warehousing
test automation look like?
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved
Basic Approach
Component
under test
Source
Schema
Target
Schema
Actual
Results
Test
Data
Test Automation
Setup Execute Test Report Clean Up
Static Test
Data
Expected
Results
Test
Queries
load test
data
compare
results
execute
tests
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
What Constitutes a Test?
Actual Result
(from test)
Expected Result
(queried or
pre-calculated)
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
Demonstration
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
Testing Framework
Functionality and Components:
▪ Example source system
▪ SQL Server and related model (“AdventureWorks”)
▪ Screens for describing and creating test cases
▪ Microsoft Access form
▪ Test execution
▪ SQL Server stored procedures (individual tests)
▪ Power Shell scripts (batch execution)
▪ BI Reports and Dashboards for monitoring
▪ MS Power BI
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
Demo Workflow
1) Define a test (MS Access form) 2a. Execute a single test (SQL Server stored procedure)
3. Report on test results (MS Power BI)2b. Execute a batch of tests (PowerShell scripts)
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
Summary and Resources
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
Session Intent
1) Why:
Test Automation is key to DW/BI agile success
2) How:
Automate a solid testing practice; don’t automate chaos
3) Show:
DW/BI test automation is not that hard
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
DW/BI Test Automation References
Reference Description
Agile Analytics: A Value-Driven Approach to Business
Intelligence and Data Warehousing
by Dr. Ken Collier
Chapter 7: Test-Driven Data
Warehouse Development
Agile Data Warehousing for the Enterprise: A Guide for
Solution Architects and Project Leaders
By Ralph Hughes
Part V: Agile EDW Quality
Management Planning
Automated Data Warehouse Testing: Beginner’s Step-by-
Step Guide
by G. Suden
Java-based test automation for simple
data warehousing tests
Agile Testing: A Practical Guide for Testers and Agile Teams
by Lisa Crispin and Janet Gregory
Great introduction to agile testing for
any type of development
More Agile Testing: Learning Journeys for the Whole Team
by Lisa Crispin and Janet Gregory
Includes several chapters on test
automation as well as one dedicated
to agile testing for DW/BI
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
DW/BI Test Automation Tools
Tool Description
DBFit
dbfit.github.io/dbfit/
Open source database testing tool
iCEDQ
icedq.com
QuerySurge
QuerySurge.com
Zuzena
Zuzena.com
Test automation tools designed specifically for
Data Warehousing and related projects.
Informatica Data Validation
www.informatica.com/etl-testing
Accelerate and automate Informatica ETL testing
in both production environments and dev/ test
Analytix Data Services
analytixds.com
WhereScape
wherescape.com
TimeXtender
timeXtender.com
DW automation tools that include test
automation capabilities.
Tricentis Tosca
www.tricentis.com/tricentis-tosca-testsuite/
DW-friendly test automation tool
© 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com
Questions?
Cher Fox
DW/BI Solution Architect
www.foxconsulting.co
cfox@foxconsulting.co
@TheDatanista
Special thanks for contributing to this presentation:
Lynn Winterboer, Brad Ewald, Ken Collier, Joe Bernardini, and Deborah Krinitzsky

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Test Automation for Data-Centric Applications

  • 1.           W15   Test  Automation   10/4/17  15:00           Test  Automation  for  Data-­‐Centric   Applications     Presented  by:     Cher    Fox    Fox  Consulting     Brought  to  you  by:                   350  Corporate  Way,  Suite  400,  Orange  Park,  FL  32073     888-­‐-­‐-­‐268-­‐-­‐-­‐8770  ·∙·∙  904-­‐-­‐-­‐278-­‐-­‐-­‐0524  -­‐  info@techwell.com  -­‐  http://www.starwest.techwell.com/              
  • 2.   Cher    Fox   Fox  Consulting     Cher  Fox  (@TheDatanista)  brings  thirty  years  of  experience  as  a  solution   architect,  developer,  tester,  and  analyst  for  business  intelligence,  data   warehouse,  and  software  development  industries.  Her  experience  includes  more   than  twenty-­‐five  years  of  training  corporate  users  on  IT  applications  and  business   processes.  A  board  member  for  the  Colorado  Chapter  of  TDWI  (The  Data   Warehouse  Institute),  Cher  is  active  in  the  SQL  community,  collaborating  at  local   SQL  Saturdays,  SQL  Server  and  Power  BI  user  groups,  PASS  Summits,  and  BA   conferences.  Cher  enjoys  sharing  her  expertise  via  local,  national,  and   international  speaking  engagements.  Reach  Cher  at  cfox@FoxConsulting.co,  Fox   Consulting,  and  at  LinkedIn.    
  • 3. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com Agile Test Automation for Data-Centric Applications Presented at STARWEST Software Testing Conference Wednesday, October 4, 2017 Anaheim, CA Cher Fox, DW/BI Solution Architect, @TheDatanista
  • 4. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com Agenda • Why is test automation important for agile data teams? • Why aren’t all data teams automating their tests today? • What is the path to test automation? • What does simple DW test automation look like?
  • 5. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com Why is test automation important to agile data teams?
  • 6. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved Agile Demands Something Different Agile calls for small increments of “potentially shippable code”. That means QA is essential on a regular, frequent basis. How can we be sure that something we do here Doesn’t break something we did back here Test Suite Test Suite Test Suite Test Suite Test Suite Test Suite Test Suite Manual testing quickly becomes infeasible. The test suite grows larger each iteration.
  • 7. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved Testing is Central to Agile Agile BI development is driven by tests Acceptance criteria are the definition of “done” Passing tests are the measure of “done” Regression tests are the measure of “still done”
  • 8. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved Agile Teams Understand… … that test automation is a key technical enabler to “being agile”
  • 9. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com Why aren’t all data teams automating their tests today?
  • 10. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com DW/BI Test Automation Challenges Data industry does not focus on testing as much as other disciplines: Education Team Members Skills & Discipline
  • 11. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com DW/BI Test Automation Challenges Existing tools are not easily adapted to the data world: Development Languages Web, Mobile and UI Focus
  • 12. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com DW/BI Test Automation Challenges Good test data sets are hard to come by: Large volumes (on small environments) Shared test environments Data sensitivity Small sets need extra planning and design
  • 13. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com What is the path to test automation?
  • 14. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved Exercise: Path to test automation In small groups, discuss the following pre-requisites to test automation and decide on the first three steps a DW/BI team should take toward test automation: Business Domain Knowledge Learning Culture Test Maintenance Repeatable Tests Test Design Test Feedback Loops Dedicated Testers UI Tests Exploratory Testing Testing Skills Test Data Sets Unit Tests Test Environment Automated Builds Testing is a Team Sport Test Organization Manual Tests Build Quality In Acceptance Tests Test Automation Tool
  • 15. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved Agile Testing Perspectives High Quality DW/BI System 3) Tools & Automation 1) Attitudes & Culture 2) Skills & Practices Testing is a Team Sport Learning Culture Build Quality In Testing Skills Test Design, Organization & Maintenance Repeatable Tests Feedback Loops Test Environment Build Automation Test Data Sets Test Automation Tool
  • 16. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved Test Automation Pyramid App Tests Acceptance Tests Unit & Component Tests Manual Tests Lisa Crispin & Janet Gregory, Agile Testing: A Practical Guide for Testers and Agile Teams Push as many tests as possible to this layer Write these in business domain language Brittle tests that are affected by UI changes Subjective user feedback is essential
  • 17. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved Good Places to Start ▪ Unit tests on new development AGILE TEAMS WRITE TESTS BEFORE WRITING ANY CODE ▪ Regression tests you wish you had, before building something new ▪ Deployment tests to ensure each build migrated correctly ▪ Painful test setup or test execution prone to error
  • 18. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com What does simple data warehousing test automation look like?
  • 19. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com© Ken Collier, 2017, All Rights Reserved Basic Approach Component under test Source Schema Target Schema Actual Results Test Data Test Automation Setup Execute Test Report Clean Up Static Test Data Expected Results Test Queries load test data compare results execute tests
  • 20. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com What Constitutes a Test? Actual Result (from test) Expected Result (queried or pre-calculated)
  • 21. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com Demonstration
  • 22. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com Testing Framework Functionality and Components: ▪ Example source system ▪ SQL Server and related model (“AdventureWorks”) ▪ Screens for describing and creating test cases ▪ Microsoft Access form ▪ Test execution ▪ SQL Server stored procedures (individual tests) ▪ Power Shell scripts (batch execution) ▪ BI Reports and Dashboards for monitoring ▪ MS Power BI
  • 23. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com Demo Workflow 1) Define a test (MS Access form) 2a. Execute a single test (SQL Server stored procedure) 3. Report on test results (MS Power BI)2b. Execute a batch of tests (PowerShell scripts)
  • 24. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com Summary and Resources
  • 25. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com Session Intent 1) Why: Test Automation is key to DW/BI agile success 2) How: Automate a solid testing practice; don’t automate chaos 3) Show: DW/BI test automation is not that hard
  • 26. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com DW/BI Test Automation References Reference Description Agile Analytics: A Value-Driven Approach to Business Intelligence and Data Warehousing by Dr. Ken Collier Chapter 7: Test-Driven Data Warehouse Development Agile Data Warehousing for the Enterprise: A Guide for Solution Architects and Project Leaders By Ralph Hughes Part V: Agile EDW Quality Management Planning Automated Data Warehouse Testing: Beginner’s Step-by- Step Guide by G. Suden Java-based test automation for simple data warehousing tests Agile Testing: A Practical Guide for Testers and Agile Teams by Lisa Crispin and Janet Gregory Great introduction to agile testing for any type of development More Agile Testing: Learning Journeys for the Whole Team by Lisa Crispin and Janet Gregory Includes several chapters on test automation as well as one dedicated to agile testing for DW/BI
  • 27. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com DW/BI Test Automation Tools Tool Description DBFit dbfit.github.io/dbfit/ Open source database testing tool iCEDQ icedq.com QuerySurge QuerySurge.com Zuzena Zuzena.com Test automation tools designed specifically for Data Warehousing and related projects. Informatica Data Validation www.informatica.com/etl-testing Accelerate and automate Informatica ETL testing in both production environments and dev/ test Analytix Data Services analytixds.com WhereScape wherescape.com TimeXtender timeXtender.com DW automation tools that include test automation capabilities. Tricentis Tosca www.tricentis.com/tricentis-tosca-testsuite/ DW-friendly test automation tool
  • 28. © 2017 by Winterboer Agile Analytics  www.WinterboerAgileAnalytics.com Questions? Cher Fox DW/BI Solution Architect www.foxconsulting.co cfox@foxconsulting.co @TheDatanista Special thanks for contributing to this presentation: Lynn Winterboer, Brad Ewald, Ken Collier, Joe Bernardini, and Deborah Krinitzsky