Add, Print, and Export A Workbook In Plutora Analytics

Plutora Analytics is now available for Plutora Test’s Defects and Test Plan modules.

Workbooks in Plutora Analytics allow users to analyze and graph data from one or more data cubes.

The Analytics Admin or Analytics Analyst user permissions are required to create reports in Plutora Analytics.

Please remove the following extensions from your browser before using Plutora Analytics: Grammarly, Honey, and Snap&Read Universal.

To create a workbook showing the list of Releases per Organization by Release Type:

  1. Go to:
    • Plutora: Reporting > Plutora Analytics.
    • Plutora Test: Click Plutora Analytics.

      Plutora Analytics will only open if a single instance of Plutora or Plutora Test is open in your browser. If your pop up blocker prompts you when you try to open Plutora Analytics, disable it for the site.
  2. Click the Data Sources tab.
  3. Click the menu (three horizontal buttons) beside the data cube you would like to use.
  4. Select New Workbook.
  5. Under Dimensions in the left-hand column, click the beside Organization to open the list of Organization fields.

     The following are now distinguished in the Deployment Plan FACT table: Master Deployment Plans, and Release ID.
  6. Drag and drop the Organization Name field into Rows:

    • Sheet 1 below Rows will populate with Organization Names.
    • If the field vanishes when you drag and drop, click the downward-pointing triangle on the right side of the field and select Add to Sheet.

      Custom Fields with a special character (!@#$%^*()+-=|\:/?,.&””<>{}[]_) as a label cannot be added to Plutora Analytics workbooks. 
    • Plutora Analytics (Tableau) defaults to six columns. If more than six fields are added to Rows, the first fields will concatenate and the last six fields will show normally. Find out how to view all data columns at full width.
  7. Under Dimensions in the left-hand column, click the beside Release to open the list of Release fields.
  8. Drag and drop the Release Name field into Rows to the right of the Organization Name field.

    • Sheet 1 below Rows will list Organization Names with their associated Release Names.
    • Columns cannot be made any wider, even if the full column name cannot fit in the column width. To view all the data:
      • Select Data from the download menu to open a pop up containing all the data with properly-spaced columns. Then click the Full Data tab and select the Show all columns checkbox
      • Download the data as .csv by clicking Download all rows as a text file.
  9. Manage filters:
    1. Drag and drop the Organization Name field into Filters.

      The Organization Names, with checkboxes to filter them, populate on the right of the screen.
    2. Click to select or deselect checkboxes to filter whether those Organization Names appear on the sheet.
  10. Drag and drop the Release Type field into Columns.

    Sheet 1 below Rows will populate with a column for each Release Type with ABC marking the presence of data.
    Release Type uses files from the Release Type Customization.  To find out if a Release is Enterprise, Project, or Independent, use Release Title.

  11. Count the number of Releases per Release Type:
    1. From under Dimensions, drag and drop the Release Name field into Text.

      Release Name appears as a text field under the Text button.
    2. Click Release Name under the Text button and select Measure > Count Distinct.

      The ABCs will turn into numbers.
  12. Count the total number of Releases:
    1. Click Sum and select Show column grand totals.
    2. Click Sum again and select Column totals to top.

      The grand totals appear at the top of each column.
  13. Connect to another data cube:
    1. Click the add cube button.
    2. Click to select another cube, for example, Release Activities.
    3. Click Add.
      Another cube appears under Data.
    4. Click to select the new cube (if it isn’t selected already).
    5. Click the > beside the new menu to open it and show the fields from the new cube.
    6. Link the two cubes by clicking the link button beside a field. Now the fields from the new cube can be dragged and dropped like the fields from the old cube.

      To ensure correct data is displayed, only click the link buttons in the FACT tables. 

Here are some tips and tricks to tackle any problems or quirks you might encounter:

  1. If you are seeing asterisks in your data tables:

    • You are using a multidimensional data source as a secondary data source.
    • To prevent this, use a ‘bottom up’ approach by adding data cubes that are lower on the hierarchy first. For example, add Release Activities cube before adding Releases cube.
    • To stop asterisks showing, clear your columns and rows and start again using the secondary data source as primary.
    • Link data cubes if necessary and all your data will appear without asterisks.
  2. Managing the appearance of dates and times in your sheets:
    • Fields that contain date and time data have a calendar clock icon. 
    • When users drag and drop a date and time field into Rows or Columns, it appears as + YEAR(Field Name).
    • To drill down further:
      • Click the plus sign  to open a QUARTER column or row.
      • Click the plus sign on QUARTER to open a MONTH column or row.
      • Click the plus sign on MONTH to open a DAY column or row.
      • Click the plus sign on DAY to open an HOUR column or row.
      • Click the plus sign on HOUR to open a MINUTE column or row.
      • Click the plus sign on MINUTE to open a SECOND column or row.
    • To drill back up, click the minus sign.
    • To reveal the full date and time:
      • Open the field menu and click Exact Date.

        Dates and times appear as a bar graph.
      • To change the bar graphs to discrete dates, open the field menu again and click Discrete.

        The bars turn to discrete dates.
  3. To create a single pie chart from TECR data:
    1. Click the Data Sources tab.
    2. Click the menu (three dots) next to Environment Change Requests.
    3. Click New Workbook.
    4. Open the Environment_Change_Request folder.
    5. Drag and drop the Environment Change Request Type field into Rows.
    6. Drag and drop the TECR Number field into Rows to the right of the Environment Change Request Type field.
    7. Open the TECR Number field menu and select Measure > Count (Distinct).
    8. Select the text tables view from Show Me.
    9. Click Show Me again to close the menu.
    10. Hold down the Ctrl key on your keyboard and use your mouse to drag and drop CNTD(TECR Number) into Size.

      On the Mac, hold down the Alt-Option key.
    11. Select Pie from the Marks drop down menu.
    12. Hold down the Ctrl key on your keyboard and use your mouse to drag and drop Environment Change Request Type field into Color.

      The TECR data becomes a pie chart.

To export or print the data from the report above:

  1. Click the export button.
  2. Select one of the following data formats to export:
    1. Image:
      1. Click Download to download a .png image of the data.
    2. Data: To view all the data columns full width and download a .csv file:
      1. Open a pop up containing the Summary data.
      2. Click the Full Data tab.
      3. Click to select the Show all columns checkbox
      4. Click Download all rows as a text file to download the data as a .csv file.
    3. Crosstab:
      1. Click Download to download the crosstab .csv file.
    4. PDF:
      1. Select the layout: Portrait or Landscape.
      2. Select the content: This Sheet or all of the Sheets in Workbook.
      3. Select a Paper Size.
      4. Leave scaling as Automatic.
      5. Click Generate.
      6. Click Download.

To convert the data to a graph:

  1. Click Show Me.
  2. Click to select a graph type.
    The data is turned into the selected graph with the legend on the right under the filter.

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