This article covers how to develop a high-quality dashboard with the best BI solution and managing software testing with the best test management tools.
Business Intelligence Dashboard (BI Dashboard): A RefresherBusiness intelligence dashboards, as we discuss in our dashboard vs report blog, are tools for managing information and visualizing data that are used to examine your data. In order to combine charts, graphs, and reports on a single screen for quick overviews, content developers can add interactive components like filters and actions. One of the most widely used features of BI platforms are dashboards, which display data analysis in a simplified, at-a-glance summary, let you choose which information to examine, and give you an effective method to share the findings of your study with others in a visually engaging format. Certain BI vendors enhance their dashboard offering with other capabilities, such as automation, augmented analytics and natural language query, to provide users with easier ways to analyze information and dig into potential insights (changes, patterns, trends). Read More: 4 Key Features of a Modern BI Dashboard
What is the Advantage of a BI Dashboard with Software Test Managers?A business intelligence dashboard is a crucial component of a BI strategy. They should be developed specifically with the intention of analyzing data from significant datasets to improve business decisions. By using web-based dashboards, modern BI systems may access, analyze, present, and share data in place of analysts manually putting up spreadsheets. A robust, automated business intelligence platform allows stakeholders to build dashboards for evaluation, decision-making, and action. In this competitive business environment, it's crucial to have perfect, error-free business solutions to outsmart your competitors. Also, it helps you achieve the FTT (first time through) and improve the efficiency and quality of your business processes. In this case, it's vital to get innovative test management tools with the best test automation tools involved with BI tools in building BI dashboards.
Use Cases of Business Intelligence Dashboards with Software Test ManagersOne example of the application of BI dashboards with a software test manager is in this Liquorio Sales dashboard, created with Yellowfin. This dashboard shows the performance analysis of liquor sales across distributors, product ranges, and premium categories. When you integrate these dashboards into your sales apps, it's vital to choose one of the best test automation tools and test management tools, such as Jira, TestRail, etc., to ensure an error-free smooth run of your business intelligence dashboard software. This human resources (HR) dashboard enables HR teams to track, analyze and report the trends affecting personal expenses, turnover & long-term incentives (LTI), full-time equivalent (FTE), and headcount. You can explore more use cases for interactive BI dashboards and design examples in Yellowfin Dashboard Gallery.
What is BI Testing and Why is It Important?As we mentioned above, gathering, purifying, analyzing, integrating, and distributing data are all steps in the business intelligence (BI) process, which aims to produce actionable insights that promote company expansion. Business intelligence testing, often known as BI testing, confirms the accuracy of the implementation and the staging data, ETL process, and BI reports. BI testing ensures the accuracy of insights gained from the BI process as well as the trustworthiness of the data. When we develop a dashboard to be consumed by other users, it's important to perform a few checks to validate data and the design of the included reports. BI dashboards without a proper development process and a test plan may provide invalid information and mislead the entire business to make wrong business decisions and actions.
What is the Sequence of BI Testing?
- Examine the information at the source.
- Ensure the correctness of data transformation.
- Data loading verification.
- Validate business intelligence reports.
What is Test Management and How Important is It?Let's discuss test management and the importance of test management to software development projects, including BI projects, in this section. The process of managing testing activities in order to guarantee thorough and advanced testing of the software application is known as test management. To produce a high-quality software program, the method entails planning, managing, assuring traceability, and ensuring visibility of the testing process. It makes sure the software testing procedure goes as planned.
What is the Test Management Process?This section briefly introduces the Test Management Process and shows you the Test Management Phases. Test Management Process consists of two main Parts:
- Risk Analysis
- Test Estimation
- Test Planning
- Test Organization
- Test Monitoring and Control
- Issue Management
- Test Report and Evaluation
Test Management Process in BI TestingAs discussed in the previous section, Test Management is a process of managing the testing activities to ensure high-quality and high-end testing of the software application. This section will discuss how to apply this process to BI testing.
Sample Test Cases for Business Intelligence TestingWe can categorize sample BI test cases into four groups. The list below shows a few generic test cases that need to be validated for any BI Testing Project under each category.
Verification of the ETL
- Verify that data mapping from the source to the destination system is accurate.
- Ensure all tables and their fields have been transferred from the source to the target system and that the target system's auto-generated keys have been created properly.
- Verify that no fields are null.
- Ensure the data isn't jumbled or truncated and the target system's data type and format are accurate.
- The STG (staging) tables and the target tables have the same number of records after applying filter rules.
- Insert a record that hasn't been added to the target table using the key combination that has been provided.
- Once loaded, records should not be copied or transferred to the destination tables.
- Logically remove the target tables' records.
Data Loading in Business Intelligence
- Verify that the source and destination databases are properly connected and that there are no access issues.
- Make sure the truncate option is operational before using it with a full load.
- While the data is being loaded, check the session's efficiency.
- Search for non-fatal mistakes.
Reports from Business Intelligence
- The time and date are shown.
- Decimal precision is necessary for significant figures.
- Show how many columns and rows there are on each page.
- How are blank values/data shown for attributes and key figures in the report?
Test Management Strategy for BI TestingNow we know what should be tested and what resources should be used for ETL and Data Warehouse testing. Let's examine the steps the testers must perform.
- Plan a test
- Test methodology
- Design the test (Your test cases won't be simply text; they'll be query-intensive. The single most critical distinction between ETL/Data Warehouse/BI testing initiatives and conventional test programs is this.)
- Execute the test (Again, in order to execute your queries, you'll need a querying interface)
- Defect, reporting, closure, etc.