Excel Reports (CMMI)

You can use the Microsoft Excel reports to display information from the data warehouse for your team project. This topic describes reports that are provided with the process template for Microsoft Solutions Framework (MSF) for Capability Maturity Model Integration (CMMI) Process Improvement v5.0.

Observação

If your team project portal is based on Microsoft Office SharePoint Server 2007 Enterprise Edition or Microsoft SharePoint Server 2010 Enterprise Edition, you can view these reports in your team project's dashboards. For more information, see Dashboards (CMMI).

If the project collection where your team project is stored is provisioned with SQL Server Reporting Services, you can use Report Manager to view and filter the same information that the Excel reports provide. For more information, see Reports (CMMI).

In this topic Required Permissions Required Configurations to Use Excel Reports Project Management Bug Backlog Management Build Management Test Management Software Quality and Release Management

You can access the Microsoft Excel reports from the Documents folder, as the following illustration shows.

Required Permissions

To view or modify an Excel report that is stored under the Documents node for a team project, you must be assigned or belong to a group that has been assigned Read permissions for Team Foundation. You must also be assigned the Visitors or Members permissions, respectively, in SharePoint Products for the team project.

In addition, all Microsoft Excel reports that appear in the enterprise dashboards contain data from the Analysis Services cube. You can view enterprise dashboards only if the team project portal is hosted on a server that is running Microsoft Office SharePoint Server 2007 Enterprise Edition or Microsoft SharePoint Server 2010 Enterprise Edition.

To view, refresh, or create an Excel report from an enterprise dashboard, you must configure the SharePoint web application definition to either use Single Sign-On or Windows Authentication. The following restrictions apply based on the authentication service that you configure.

Importante

You must configure the SharePoint web application for Single Sign-On if you do not want to add users as members of the TfsWarehouseDataReaders security role in SQL Server Analysis Services. You must also configure the application for Single Sign-on if the team project portal is configured to use NTLM authentication and is not installed on the data-tier server.

• For Single Sign-On Authentication (Recommended)

  To authenticate viewers of enterprise dashboards by using Single Sign-On, you must perform the following actions:

  • You must configure the SharePoint web application to use Single Sign-on. For more information about how to configure Single Sign-on, see Configure Settings for Dashboard Compatibility.

  • You must add dashboard viewers to a group that is granted access to the Single Sign-on enterprise application definition.

• For Windows Authentication

  To authenticate viewers of enterprise dashboards by using Windows Authentication, you must perform the following actions:

  • You must either host the team project portal on the data-tier server, or you must configure the SharePoint web application to use Kerberos authentication.

  • You must add users to the TfsWarehouseDataReaders security role in SQL Server Analysis Services.

The following table summarizes the required permissions based on activity. For information about how to grant these permissions to team members, see Add Users to Team Projects and Grant Access to the Databases of the Data Warehouse for Visual Studio ALM. For information about permissions that are required to work with Excel reports in general, see Assigning Permissions to View and Manage Reports for Visual Studio ALM.

Activity	Team Foundation Server	Team project portal	SQL Server Analysis Services cube (Tfs_Analysis)	Notes
View or refresh an Excel report that is opened from the Documents node for Team Explorer	Readers	Visitors	TfsWarehouseDataReader role	To access the Documents node for a team project, you must belong to the Team Foundation Valid Users security group. If the necessary security permissions are set explicitly, your View project-level information permission on the team project must be set to Allow.
View or refresh an Excel report that appears in an enterprise dashboard		Visitors	Requirements depend on the authentication that is configured for the SharePoint web application	In addition to Visitors or Read permissions, you must belong to a group that is granted access to the TfsWarehouseDataReader role or the Single Sign-on enterprise application definition for the SharePoint web application.
Run a work item query, and then use the Create Report in Microsoft Excel feature	Readers		TfsWarehouseDataReader role	In addition to these permissions, you may need permission to open a team query. For more information, see Organize and Set Permissions on Work Item Queries. Also, if you want to save the resulting workbook to the project portal, you must belong to the Members group for the portal.
Open a dashboard, and use the New Excel Report feature		Visitors	TfsWarehouseDataReader role	The New Excel Report button is available only if reporting is configured for the project collection that hosts the team project.
Create a report from Microsoft Excel that connects directly to the Analysis Services cube			TfsWarehouseDataReader role	If you want to save the resulting workbook to the project portal, you must belong to the Members group for the portal.
Manage Excel reports from the Documents node	Readers	Members		To save files under the Documents node, you must belong to the Members group for the team project portal. For more information, see Managing Documents and Document Libraries.

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Required Configurations to Use Excel Reports

To access and use the Microsoft Excel reports, the following configurations must be met:

• To access an Microsoft Excel report, your team project must have been provisioned with a project portal.

  Microsoft Excel reports are stored on the server that hosts SharePoint Products for your team project. If a project portal has not been enabled for your team project, you cannot access the workbook. For more information, see Access a Team Project Portal and Process Guidance.

• To open a report in Microsoft Excel that connects to the operational data store for Team Foundation, you must have the Team Foundation Office Integration add-in installed on your client computer. This add-in is installed when you install any product in Visual Studio ALM.

Project Management

Team members can use the reports in the following table to help track the rate of the team's progress toward completing Tasks, finishing Requirements, and meeting their iteration plan.

Data in the report	Report and related topic
A visual representation of the cumulative count of all hours for all Tasks for the past four weeks.	Burndown Excel Report
A visual representation of the cumulative count of all active and closed Tasks for the past four weeks.	Task Progress Excel Report
A visual representation of the cumulative count of all Requirements, grouped by their state, for the past four weeks.	Requirements Progress Excel Report
Line chart that shows the rolling average of the number of Issues that the team has opened and closed for the past four weeks. The rolling average is based on the seven days before the date for which it is calculated.	Issue Trends Excel Report

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Bug Backlog Management

Team members can use the reports in the following table to help track the bugs that the team finds and the progress that the team makes towards fixing them. These reports are displayed in the Bugs dashboard, For more information, see Bugs Dashboard.

Data in the report	Report and related topic
A visual representation of the cumulative count of all Bugs, grouped by their state for the past four weeks.	Bug Progress Excel Report
Line chart that shows the rolling average of the number of Bugs that the team has opened, resolved, and closed for the past four weeks. The rolling average is based on the seven days before the date for which it is calculated.	Bug Trends Excel Report
A visual representation of the cumulative count of all Bugs, grouped by their priority for the past four weeks.	Bugs by Priority Excel Report
A horizontal bar chart with the total count of Bugs that each team member has currently assigned to them in the active state, grouped by priority.	Bugs by Assignment Excel Report
A stacked area graph of the number of Bugs that have been reactivated from the resolved or closed state within the past four weeks. Note The Bug Reactivations report is displayed on the Quality dashboard. For more information, see Quality Dashboard (Agile).	Bug Reactivations Excel Report

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Build Management

Teammembers can use the Code Churn and Code Coverage reports to help track how source files are changing over time and how well the source code is being tested over time. These reports are displayed in the Build dashboard. For more information, see Build Dashboard (Agile).

Data in the report	Report and related topic
Line chart that depicts the percentage of code that was tested under Build Verification Test over the last four weeks.	Code Coverage Excel Report
Stacked area chart that depicts the number of lines of code that the team added, removed, and changed in the checkins before the build within the last four weeks.	Code Churn Excel Report
Stacked column that shows the count of builds that Failed or Succeeded within the last four weeks. Note The Builds Status report is displayed on the Quality dashboard. For more information, see Quality Dashboard (Agile).	Builds Status Excel Report

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Test Management

Team members can use the reports described in the following table to help monitor test activities, report on progress, find gaps in test coverage, and identify test areas that may require further investigation. These reports are displayed in the Test dashboard, For more information, see Test Dashboard (Agile).

Data in the report	Report and related topic
Stacked area graph of the test results of all Test Cases grouped into their last recorded outcome - Never Run, Blocked, Failed, or Passed - within the past four weeks.	Test Plan Progress Report
Stacked area graph that shows how many Test Cases are in the Design or Ready state for the past four weeks.	Test Case Readiness Report
Horizontal bar chart that shows the count of test results for each Test Case and test configuration combination that is defined for each Requirement. The chart groups the test results according to their most recent test run, where the options are Passed (green), Failed (red), Blocked (purple), or Not Run (gray).	Requirement Test Status Excel Report (CMMI)
Line chart that shows the cumulative count of all results run for Test Cases, according to their recorded status of Passed, Failed, Blocked, or Never Run during the past four weeks. Note The Manual Test Activity report differs from the Test Plan Progress report as it shows the cumulative count of all test results for all Test Cases and their test configurations run on each day. Whereas, the Test Plan Progress report shows only the last recorded test result for each Test Case on each day.	Test Activity Excel Report
Stacked area graph that shows the cumulative count of all failed outcome results for Test Cases, according to their failure type of Regression, New Issue, or Known Issue, during the past four weeks.	Failure Analysis Excel Report

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Software Quality and Release Management

Team members can use the reports described in the following table to obtain an overview of progress occurring in the test, development, and build areas as they relate to the quality of the software under development. These reports are displayed in the Quality dashboard. For more information, see Quality Dashboard (Agile).

Data in the report	Report and related topic
Stacked area graph of the test results of all Test Cases grouped into their last recorded outcome - Never Run, Blocked, Failed, or Passed - within the past four weeks.	Test Plan Progress Report
Stacked column that shows the count of builds that Failed or Succeeded within the last four weeks.	Builds Status Excel Report
A stacked area graph of the cumulative count of all Bugs, grouped by their state for the past four weeks.	Bug Progress Excel Report
A stacked area graph of the number of Bugs that have been reactivated from the resolved or closed state within the past four weeks.	Bug Reactivations Excel Report
Line chart that depicts the percentage of code that was tested under Build Verification Test over the last four weeks.	Code Coverage Excel Report
Stacked area chart that depicts the number of lines of code that the team added, removed, and changed in the checkins before the build within the last four weeks.	Code Churn Excel Report

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See Also

Concepts

Creating, Customizing, and Managing Reports for Visual Studio ALM

Upload and Refresh Excel Reports in the Team Project Portal for Visual Studio ALM

Artifacts (CMMI)

Other Resources

Reports (CMMI)

Dashboards (CMMI)

Change History

Date	History	Reason
July 2010	Clarified and corrected the permissions that are required to view, refresh, and create Excel reports. Corrected several links to topics.	Customer feedback.