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Excel integration with MTM

Allow testers to open test cases in Excel and edit them and sync them back into MTM. It would also be nice if I could mark test case pass/ fail status in Excel and upload to MTM directly

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    Shankar SathiamurthiShankar Sathiamurthi shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    Anonymous shared a merged idea: Enable export of test cases from TFS2012 into Excel, with proper formating in the steps.  ·   · 
    Greg ReadGreg Read shared a merged idea: Allow Expected Results field that is queryable and available in Excel Addin for test case upload.  ·   · 

    There were two independent problems being raised as part of this uservoice item:

    1. Test case authoring (with or without test steps) is a very tedious process in MTM
    2. No easy way to execute tests offline and then upload the results into TFS

    1. - TEST CASE AUTHORING:
      For #1 – the core underlying needs were:
      a. Being able to author test cases (without test steps) quickly – useful when evaluating/brainstorming the different test scenarios and not necessarily being focused on individual steps
      b. Being able to author test cases along with test steps at one go – useful when tester has full clarity on what to author
      c. Being able to see all test cases/steps in one view and make relevant/related changes at one shot
      d. Being able to easily copy steps from one test case to another

    MTM was coming in the way for all the above – it forced testers to open the “test case work item form” one at a time for each test case, either for create/edit scenarios.

    Starting with TFS 2013, we have now enabled the “grid view” for Test case authoring, which addresses all the issues raised above, related to test case authoring.

    Few of the capabilities enabled in Grid view include:
    • Create new test cases in a suite, in bulk, using the grid view (with or without test steps) irrespective of whether the suite already contains test cases or not
    • Bulk edit all or specific test cases in grid view (add steps, remove steps, edit steps)
    • Copy test cases/steps (including Shared Steps) from one test case to another in grid view
    • Copy test cases/steps from Excel to grid view and vice versa
    • Remove test cases from the suite using the grid view
    • Directly open the test case work item form from within grid view for advanced scenarios such as creating shared steps from steps, editing parameter values, adding step attachments etc.
    • Use Column Options to select the test case fields you want to see in the Grid view (this capability is scheduled for upcoming update of TFS 2013)

    The Grid view for test cases has also been enabled on Visual Studio Online (see: http://www.visualstudio.com/en-us/news/2013-sep-9-vso & http://www.visualstudio.com/en-us/news/2013-sep-30-vso )

    More info about the grid view can be found here: http://msdn.microsoft.com/en-us/library/dd286729.aspx

    Note: We do acknowledge that the grid view lacks capabilities such as computed columns/formula support, search & replace, offline editing etc.
    If these are critical, please create new uservoice items so that they can be tracked & prioritized accordingly.

    1. - OFFLINE TEST EXECUTION:
      We understand and acknowledge the need for this ask. A new user voice item has been created to track this –

    Offline test Execution: Allow users to execute test cases in an offline manner (when not connected to TFS)
    http://visualstudio.uservoice.com/forums/121579-visual-studio/suggestions/3596154-offline-test-execution-allow-users-to-execute-tes

    Given that we have addressed #1 in the product and created a separate item to track #2, we are marking the current uservoice item as COMPLETED.

    41 comments

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      • Anonymous commented  ·   ·  Flag as inappropriate

        @Ravi,

        The Query is not a QBS and I am a Project Collection Admin.

        I can't verify the Access Level assigned to me, as there is no sign of an "Access Level" tab in the Control Panel.

        In the Control Panel Page that I have, there are three tabs, the first of which is also "Control Panel", it's followed by "Legacy Extensions" and "Agent Pools". The Control Panel tab lists two Administration Tasks "Manage Collection Security" and "View Collections Admin page". I'm not finding anything there referring to "Access Levels".

        PS: We are on TFS Update 3 as of this morning.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Hi,
        The link you posted is already what we are discussing (see the 3rd and largest paragraph of my post where I compare said link with what I actually see on my Control Panel - and see Ravi's prior response where he sends the same link).

        @Ravi: see my response to your post, further down below. :)

      • Anonymous commented  ·   ·  Flag as inappropriate

        @Ravi,

        The Query is not a QBS and I am a Project Collection Admin.

        I can't verify the Access Level assigned to me, as there is no sign of an "Access Level" tab in the Control Panel.

        In the Control Panel Page that I have, there are three tabs, the first of which is also "Control Panel", it's followed by "Legacy Extensions" and "Agent Pools". The Control Panel tab lists two Administration Tasks "Manage Collection Security" and "View Collections Admin page". I'm not finding anything there referring to "Access Levels".

        PS: We are on TFS Update 3 as of this morning.

      • Team Services GroupAdminTeam Services Group (Product group, Microsoft Visual Studio) commented  ·   ·  Flag as inappropriate

        @lleveque - the gird mode option does not show for the following scenarios:

        a. You are looking at a Query Based Suite (since you cannot directly add tests to a QBS, we do not show the grid)
        b. You are logged in as a user with "Basic access level", which allows you to only "execute" tests. For planning/authoring, you need the access level to be set to "Advanced" - https://www.visualstudio.com/docs/work/connect/change-access-levels

        Thanks
        -Ravi Shanker

      • Anonymous commented  ·   ·  Flag as inappropriate

        On the TFS 2015 I am using for eval, the "View: Grid" option is missing entirely. I have "Outcome:" and "Tester:" and that is it.

        Since the features enabled by the grid are key to our project, being able to enable to grid is necessary for us to choose TFS 2015 for our test work.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I'm shocked that MS would consider this "completed". The "Grid View" and printing to an email are a POOR substitute for integrating with Excel to support importing/exporting.

        Looking back through this thread, it's clear that your users have been asking for real integration with Excel for several years. Why is it that we still need to hunt for a 3rd party solution to the obvious need to integrate 2 Microsoft products?

        Inquiring minds want to know ....

      • Anonymous commented  ·   ·  Flag as inappropriate

        Yes after working for couple of days in MTM me and my team are feeling that why Excel export/import feature is not in built in Test Manager. We thought its a basic need in prevaling MS tools in order to socialize with in tools. Hope this will be priority item in your backlog so that your customers will feel happy

      • Mohammed UddinMohammed Uddin commented  ·   ·  Flag as inappropriate

        Admin, as you responded, among the few of the capabilities of TFS 2013, "Copy test cases/steps from Excel to grid view and vice versa" is one. Do you mean "copy and paste" or "an Excel integration with MTM?"

      • Visual Studio TeamAdminVisual Studio Team (Product Team, Microsoft Visual Studio) commented  ·   ·  Flag as inappropriate

        @Phil - these changes are exclusive to TFS 2013. There will not be a client update for TFS 2012.

        @Julia - as I mentioned, there are few capabilities like search/replace, which are missing in the grid view. If these are critical, please create uservoice items for them.

        @Toby - you are referring to the Offline Execution scenario - please mark the corresponding uservoice item (http://visualstudio.uservoice.com/forums/121579-visual-studio/suggestions/3596154-offline-test-execution-allow-users-to-execute-tes)

      • TobyToby commented  ·   ·  Flag as inappropriate

        I agree you need excel integration. Using the Team Web Access still requires users to have an expensive license to complete tests. Allowing UAT users to SIMPLY use excel to run the test and mark the tests as completed and any comments, and to have these sync'd with TFS would be great. The options mentioned above is just another feature in TFS, which is not what this request is about. It is about EXCEL integration with TFS.

      • JuliaJulia commented  ·   ·  Flag as inappropriate

        While grid view is a nice feature, this request was specifically for EXCEL integration. Seems to me that you've developed a workaround. Excel features such as find & replace are not available. I don't find this to be a completed request.

      • PhilPhil commented  ·   ·  Flag as inappropriate

        Are these changes exclusive to TFS 2012, or will there be a client update for TFS 2012 users?

        And (many) thanks for including this feature! Many of us who are using MTM were definitely missing the ability to write our test cases in Excel...

      • SrinivasSrinivas commented  ·   ·  Flag as inappropriate

        We are not looking for un-supported tools. We are looking forward to see these features integrated into the core product.

      • Eric CarterEric Carter commented  ·   ·  Flag as inappropriate

        We just setup a TFS 2013 release candidate server and I began playing around with the test grid. Is there any way to bulk update test tests in the grid via excel. I have tabs and tabs of test cases in spreadsheets on my machine and I want a way to bulk upload the tabs from excel into test cases...without having to copy and paste dozens of times...that's error prone and slow. Is there any way to work with the grid in the excel program itself? I am running Excel 2010 but can install Excel 2013 if that version is required.

      • Don.WilisDon.Wilis commented  ·   ·  Flag as inappropriate

        I have all of these spreadsheets with test cases that have embedded formulas and generated sql statements, copying and pasting them into TFS test cases means I lose the formulas and have to manually update the excel spreadsheet and then re-import the changes into TFS. Is there any way to embed excel files into Test Steps (not the attachment of an excel file to a work item), but embedded the excel sheet from a work book?

      • Sarah AdlerSarah Adler commented  ·   ·  Flag as inappropriate

        Our QA team relies heavily on excel and using formulas in excel spreadsheets for test data and test reporting. We've shown them MTM a number of times and they've opted not to use the tool because of it's lack of integration with excel. We want our testers more closely integrated with our developers and right not that means using excel spreadsheets on our sharepoint site. Please help our QA team by giving MTM hooks that work with excel.

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