Micro Focus Quality Center Tutorial (Day 7) – Project Analysis Using the Powerful Dashboard Tools

HP Quality Center/ALM is now changed to Micro Focus Quality Center/ALM but still, the content on the page is valid on the new Micro Focus domain as well as tools.

Here, we are at the end of the QC series. If you are here for the first time, I highly recommend you go through all the Quality center tutorials published as of now. After reading these tutorials, I’m sure you should be able to start using this tool for your live projects. If you are thinking of introducing a Test Management tool to your project, you can also recommend it to the management team for evaluation.

=> Click Here For ALM Quality Center Tutorials Series

This last topic will help you use the inbuilt analysis feature of Quality Center in a way that reduces a lot of work on the tester or test manager’s end to explicitly record, collect and understand the data related to the entire QA process.

Micro Focus Quality Center Project Analysis (1)

Quality Center Dashboard

The analysis feature in Micro Focus ALM/QC is so robust & extensive and this is what makes many companies or projects to go for it.

Nobody wants to go deeper into their projects without knowing how far you have come and how much longer you need to keep going or if you need to keep going at all. ALM provides excellent insights into this.

There are many graphs that are readily available and if that does not work for you, you can always define what you would like to view.

Apart from the graphs, ALM can generate Excel reports and Project reports for you.

QC Dashboard has the following 2 components:

1) Analysis View
2) Dashboard View

Let’s discuss these components in detail:

#1) Analysis View Module

It contains the Analysis tree in which you organize all your analysis items.

There are two tabs for this view.

  • Analysis View
  • Analysis Menu

Tab #1) Analysis View

You can use the “Graph Wizard” that will guide you to add the graph or you can add a custom graph.

a) Using the “Graph Wizard”:

Graph Wizard

Choose the Graph type:

Select Graph Type

Choose Entity:

Select Entity

Choose Project:

Select Project

Choose Filter:

Select Filter

Select Graph Attributes and click “Finish”.

Select Graph Attributes

The graph gets generated and you will have the option to add it to the Analysis tree.

Defects Summary Graph

b) Custom Graph:

Here you can create Graphs and Reports that are custom to your project. To do so, you can create a folder. Under the folder you have the option to create the following:

New Business View Graph

Choose the relevant option. I am going to go with “New Graph”. The following dialog opens up.

New Graph

Under Entity, you have the following option, and depending on the entity you choose, the graph type field is populated.

Graph Field Type

For example, for defects, given below are the options.

Quality Center Analysis View

I am going to leave the default values as-is and choose the graph name as “Test” and click “OK.”

As you can see, the “test” graph is added under the folder. I can now configure the values as I wish and view the graph.

Test Graph

Tab #2) Analysis Menu:

This second tab to the Analysis view has a lot of inbuilt reports based on each sidebar menu item. Choose the report you would like to view. I chose “Tests with Linked Defects”. On the right-hand side you can see its details:

Application Lifecycle Management

Once you click on the “Configuration” tab, you can set the proper parameters for the Report or Graph you would like. Set the parameters and click on “Generate”.

Configuration Tab

The view tab will have a link to the previously generated Reports.

The Report:


#2) Dashboard View Module

This is similar to the portfolio page of your Demat account.  This is where all the Graphs and Reports that you have created using the Analysis view are displayed for you in a single view.

Click on this icon Quality Center Dashboard View to create a new dashboard page.

Provide a name for the page and click OK.

Dashboard Page

Once the page is created, you can add the graphs that you would like to be a part of this page. Graphs will be from the Analysis view.

You can choose the graphs you would like. I am just going to choose one for the sake of this tutorial – “test”. It gets added to my “Configuration tab” and I can view it from view.

ALM Training

View tab:


Now let’s add both the graphs to our dashboard page and see how it looks.

Configuration Tab:

Dashboard Edit View

View Tab:

View Dashboard

So, there you have it, all in one place!

Miscellaneous Topics

I am now going to introduce to you the other options that are available in the sidebar of ALM. They are not widely used (at least not so far) but I believe that they come with huge potential. So, I encourage you to try and use them in your projects (if applicable) and see if they would help.

The topics are:

#1) Libraries and Baselines: Libraries are nothing but a set of entities in your projects and the relationships between them. For example, a library can have all the requirements that are specific to UI changes that are being made to your AUT

ALM lets you share libraries among projects so that you can identify dependencies.

To create a library – Click on the “Libraries” option from the sidebar and on any folder (or create a folder), right-click and choose “New Library”. The following window opens up and as you can see, a library can consist of Requirements, Resources, Components, and Tests. You can choose them in the below window.

New Library

Once you create a library you can create a baseline with it. A baseline is a snapshot of your library at any given time. To create a baseline, you can right-click on any library and select the “Create Baseline” option.

So when you compare different baselines, you will know what the progress of your library has been like at a certain time.

#2) Test Resources:

  • If you have a consolidated sheet in your project (MS Excel) of user IDs and passwords that you can use for your testing. Instead of having a local copy on each machine, you want to maintain it in ALM. You can do so by uploading it to QC as a Test Resource.
  • Test resources can be used for one or more tests.
  • You can also define what tests depend on what resources.
  • To sum up – You can upload and download resources, link resources, and view dependencies through ALM.

Points to Note:

  • ALM can be used for Agile, Iterative, or Sequential models of projects.
  • Version control is an inbuilt feature.


This finishes our QC tutorial and I sincerely wish that you got to get a feel of what this tool is all about and what it can do for you through this series.

=> Visit Here For ALM Quality Center Tutorials Series

If you feel we missed any Quality Center topics, then do let us know and we will try to include them in the upcoming days.

Please leave your comments and questions.

Recommended Reading

72 thoughts on “Micro Focus Quality Center Tutorial (Day 7) – Project Analysis Using the Powerful Dashboard Tools”

  1. This all 7 tutorials are very helpful , thanks a lot

  2. Hi Swathi,

    This article was very useful.
    I have a question.

    I need test baseline with test cases versions on 13.05.2015.
    Is it possible to do it backwards?

    Appreciate your efforts.

  3. Hi, thanks for the tutorial, although I’d like to have a demo how to create the RTM for the Release.

  4. Hi, I am new to QC/ALM, I have a query – Do we need to learn VB Scripting in order to work only with QC/ALM ,if we don’t integrate QTP or any other automation tool with QC/ALM. Please clarify.

  5. Great tutorial. Explain complex process in a very realistic and easy way.

  6. HI

    Isn’t it possible to see the requirements in baselines ?? Or are they only visible in Libraries?

    BR Ernst

  7. HI,

    If you can provide some knowledge on the API which is called open test architecture (OTA).

    Want to learn how to script with OTA. I may be wrong in the terminologies mentioned in the comment.

    Naveen N

  8. superb, superb, superb material for the people who r new for testing like me. I got confidence regarding testing process in the project.

    Thank you so much….

  9. Very informative…Thank you!!

  10. What different metrics are followed during testing

  11. Great tutorial. Thank you.

  12. very useful information Thank you.

  13. Swati, could you explain how to add the requirements, test plan,test cases into QC by using Excel add in

  14. How do I extract defects in excel mapped to a release?

  15. You have missed downloading tests from QC to Excel and exporting from excel to QC. Please explain

  16. Simple and best explanation. Really found it helpful, nice write up.

  17. Hi Swathi,
    firstly, thanks for info , very nicely presented.
    can you also help on below points.
    1- explain severity categories .
    2- can we export & import data onto/from tool.


  18. Good tutorial!!!!HP ALM is used for development team or testing team.And It is this tool use for ETL TESTER.And how it will use for the ETL Testers.Anyone can explain


  19. Good tutorial!!!!HP ALM is used for development team or testing team.And It is the tool use for ETL TESTER?.And how it will use for the ETL Testers.Anyone can explain?


  20. hi,
    How to create report in QC?


Leave a Comment