Xray Test Management for Jira
- Liliia Ostrovska
Xray Test Management Overview
Xray app allows users to manage all tests as Jira issues, monitor test coverage, and analyze test statuses. When building Jira reporting in BI software such as Tableau Desktop, it is important to have this data to bring consistency to business analytics.
Tableau Connector for Jira allows exporting Xray app data easily from Jira to Tableau.
Xray Test Management Fields can be found in a separate tab.
How to Add Xray Client ID
Xray Client ID is required to view and export Xray data with Tableau Connector for Jira.
Being signed in to your Jira Cloud instance, select Apps, and then select Manage your apps.
Scroll down, and then select API Keys (under the XRAY section).
Select Create API Key.
The Create API Key pop-up window will appear.
Enter your name or the name of the desired user, and then select Generate.
The API Key was successfully generated pop-up window will appear.
Copy Client Id and Client Secret, and then select Close.
Go back to Apps, and then select Tableau Connector for Jira.
On the left-side menu, select API Integrations, and then select the Xray tab.
In the Client Id* and Client Secret* fields, paste your client ID and client secret respectively, and then select Validate & Save.
Starting now, all users with granted permission to work with the data sources can select Xray tables and fields for export.
Xray Tables Filtering
Tableau Connector for Jira Cloud offers status:GLOBAL and status:LOCAL filters:
status:MODIFIED FROM
status:TEST TYPE
status:TESTS
status:TEST EXECUTIONS
status:TEST RUN ASSIGNEES
If you apply the status:MODIFIED FROMfilter, it will be applied to all Xray tables. If the filter is not needed for a specific table, you can deselect it individually for each table.
There are also JQL and Basic filters available to apply. Unlike the status:MODIFIED FROM filter, JQL and Basic filters are applied to the Jira issue itself. The status:MODIFIED FROMfilter is applied to Xray fields.
The JQL and Basic filters are only applied to the following tables:
Tests
Test Steps
Preconditions
Test Preconditions
Test Set Tests
Test Plan Tests
Test Plan Executions
Test Plan Folders
Test Execution Tests
Test Execution Environment
Test Step Attachment
As per linking tables, JQL or Basic filter is applied to the main table only. All linking tables are marked with the link icon .
For example, the Test Preconditions table links the Test issue types (Xray tests) and the Precondition issue types. In this case, only the Test issue types will be filtered by JQL or Basic filter. This means you’ll get all the Test issue types that match the specified filter along with their preconditions.
The status:TEST TYPE filter allows selecting the specific type of tests for export: Manual, Generic, or Cucumber. You can select only one type at once.
The status:TEST filter allows selecting the specific test(s) for export.
The status:TEST EXECUTIONS filter allows selecting the specific test execution(s) for export.
The status:TEST RUN ASSIGNEE filter allows selecting the certain test run(s) for export performed by a specific user (assignee).
If you need to export test runs for specific tests, simply select them using the Tests filter.
If the specific tests you need to export are already grouped within a single test execution, just select that test execution using the Test Executions filter. You can select a few test executions.
When selecting a specific test execution in the Test Executions filter, and then selecting tests in the Tests filter that don't belong to the specified test execution, the exported table will be blank as a result.
If you need to export test runs assigned to a specific user, select their name in the Test Run Assignees filter. You can select a few assignees.
When selecting a specific assignee’s name in the Test Run Assignees filter, and then selecting tests in the Tests filter, the exported table will be blank as a result (the same logic is applied for selecting test executions).
