Spira: BI And Custom Reporting

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Spira Concepts
Business Intelligence &
Custom Reporting
@Inflectra | #InflectraCon

Adam Sandman
Director, Inflectra
Programmer from the age of 10
Working in the IT industry for over 20 years
Adam lives in ...

Session Objectives
 Dive into the features available in Spira for business
intelligence and reporting.
 We will include ...

Agenda
Standard Reports & Graphs
Custom Reports
 Templates
 Queries
Custom Graphs

Standard
Reporting & BI

Product Dashboards
Different views & settings

Product Dashboards

Program Dashboards

Reporting Center Graphs

Graph Types Date Range
Summary
Snapshot
• Change filters
• Display data grid
• Export as images
• Download as CSV

Graph Types Date Range
Summary
Snapshot
• Change filters
• Display data grid
• Export as images
• Download as CSV

Reporting Center Reports

Configuring Report Generation
Formats

Configuring Report Generation
Report Elements

Configuring Report Generation
Save/Share
Report

Report Output

Custom Reporting
Overview

Reporting Overview
SpiraTeam
Project Data
Target Format
Templates
SpiraTeam Query Engine
Report Data Set
(XML)
Intermediat...

The Basics

The Basics

Custom
Reporting: Using
Templates

Editing a Section Template

How it Works
Report Data Set
(XML)
Report Template
(XSLT)
Intermediate
Report
Output (HTML)
Final Report Output
(HTML, PDF...

Simplified Example
• Report
• TestCaseData
• TestCase
• Attributes
• Custom Properties
• TestCase
• Attributes
• Custom Pr...

Display as Table
<xsl:template match="/TestCaseData">
<table>
<tr><td>ID</td><td>Name</td></tr>
<xsl:for-each select="Test...

Display as Table
<xsl:template match="/TestCaseData">
<table>
<tr><td>ID</td><td>Name</td></tr>
<xsl:for-each select="Test...

Display as List
<xsl:template match="/TestCaseData">
<ul>
<xsl:for-each select="TestCase">
<li>
<b>TC<xsl:value-of select=...

Display as List
<xsl:template match="/TestCaseData">
<ul>
<xsl:for-each select="TestCase">
<li>
<b>TC<xsl:value-of select=...

Custom
Reporting: Using
Queries

Editing a Custom Section

Editing a Custom Section

Preview Query and See Data

Entity SQL Language (ESQL)
 Similar to database SQL, but object-based:
 Reportable objects SpiraTestEntities.R_Requireme...

Spira Extensions to ESQL
 There are currently two special parameters you can use in
your report queries:
 ${ProjectId} –...

Writing Custom
Graphs

Creating Custom Graphs

Creating Custom Graphs

Using ESQL for Graphs
You need to have at least two columns
The first one needs to be the axis labels
The others are th...

Wrap Up

Key Takeaways
1. Using the many built-in dashboards,
graphs and reports out of the box
2. How to modify or write your own
...

Questions?

Further Reading
 Blog on Writing Custom Reports:
https://www.inflectra.com/Ideas/Entry/301.aspx
 Forum of User Supplied ...

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