Idea ID: 1674599

Relationship Trace Matrix Report

Status : Accepted
over 2 years ago
  • Brief Description

Having the ability to produce a Trace Matrix or "Relationship Matrix" Reporting feature within an Octane Workspace would be ideal without having to utilize a OData connection or some other outside method. Having the ability to do this report within a Dashboard widget or similar process would allow users to report on overall relationship coverage, have it be Epic to Feature, or the entire relationship such as Epic, Feature, User Story, Acceptance Criteria, Test Case, Defect (if found).

  • Benefits / Value

As the adoption of any new tool takes time, having the ability to provide reports, graphs, flows against your data set is always a good thing for Management and ultimately the end users who are the ones adopting the new tool and or processes. Showing the User base that Octane can report out in a logical way (perhaps like a parent\child\sibling flow) a Trace Matrix that allows you to see overall coverage relationships would be beneficial all the way through the process to insure proper coverage is being applied where needed. NOT having to utilize third party software, or outside data extraction tools to crunch and report the Trace relationships would be best from a single point of interface perspective as well as a managed system aspect.

  • Design details

I see this Trace "Relationships" Matrix functionality be best served as a non-Excel based report, perhaps like the way the Relationship tree looks like currently, but just cleaner and more organized for reporting reason. I could see a Widget that does not actually create a visual graph for you, but allows you to Export a file that contains a graphic representation of all the Relationships you configured the widget for. The configuration could include a Graph Type = Relationship Matrix, and a major Scope setting would include the range of what you want to Trace to & from, such as Epic's thru to Test Cases. If there was a way (open source code engine) to export the Relationship Mapping into Visio, static JPG\PNG\etc. or some other respective file type that would be ideal.

The bottom is to just have a mechanism within Octane itself that allows a user to report on Trace\Relationships, and allow that same report to be exported. Obviously this report should be generated and presented to the user in a way conducive to its intentions, mainly graphic, but if it was to be exported into Excel, then it would need to have a visual layout that easily shows a "Parent" row and then all the associate "child" rows under that, and etc.

This report would only need to pull and report on the same data points as the current relationship view shows, Record Type, Record ID#, Record Name\Title, Record Status.


Dashboard Usability
  • Hi,

    In our latest release we have added the option to create traceability graph widget to reflects relationships between a selected primary entity and a secondary entity. You can set filters both on the primary and the secondary elements.

    For example, you can use traceability graphs to see the following:

    • All the requirements of a particular release, and all the tests that cover them.

    • All of your team’s features and the defects that cover them.

    • Requirements that are traced to/from a set of requirements.

    In addition to the above we have in our backlog to support also a multi layer traceability report and option to export it to an excel file.



  • Additionally, our users are also asking for ability to produce an end-to-end traceability report from Requirements to the product backlog to tests to runs to defects in order to provide a full, extractable quality audit showing that requirements were implemented and tested.

  • Similarly, we are seeing that ALM users are struggling/refusing to adopt Octane because it does not produce requirement (in Octane it would be user story) traceability matrix that is also exportable to Excel.

    As a workaround, we have built out a report template in Excel using OData extracts and submitted through our MF customer service manager, but thought it belongs here in this idea as well. Here are the requirement description and screen shots of the reports we produced to appease our ALM fans: 

    • Ability to see/extract user story ID and name along with associated test IDs and names at the run level (with test run status name) with filters for test subtype, parent name, owner name, team name, sprint name, and phase name
    • Ability to view the traceability matrix as a graph depicting user story ID and name, associated test ID and name, and run status with filters for test subtype, parent name, owner name, team name, sprint name, and phase name
    • Ability to see the percent of user stories not yet covered by test suites by team (includes calculating the sum of test suites per user story and the total number of user stories per team)




  •  - impressive design, thanks for creating this framework.

    I'm asked for an overview like this about once a week and the model you built here would be ideal.  The export format goes above and beyond what I was expecting and if the techs can't build it, I'll have to figure a way to create it - solves more than a few open issues we're having.  Nice.


  • We plan on implimenting the traceability matrix. We are not sure yet on the specifics. Thank you for the suggestions. Tge minute we have a clearer undertsand we will be happy to share and get your inputs.