BI - Sample Test Script (UAT)

No

Test Function/ Scenario

Expected Results

Steps/Prepare TEST Data

Identity And Access Management

Email Notification

Able to receive email notification 

1. Email notification will be sent to all users for the first invitation.

2. Users need to verify the email to confirm the registration.

3. Sign In Quicksight portal using registered email and default password.

2.

Sign in

Able to login to the system

1. Click on link “Sign In”  https://quicksight.aws.amazon.com/sn/auth/signin 

2. Enter QuickSight account name, email address and password to proceed.

3. Click on the “sign In” button.

No

Test Function/ Scenario

Expected Results

Steps/Prepare TEST Data

Quicksight

[DASHBOARD]

View Dashboard

Able to view dashboard & search based on the date selection

1. Select the “date from” and “date to” field and press enter and the dashboard chart of Sales by Category Report will be displayed based on the date selection.

2. View Gross Profit vs Sales by branch/Channel.

3. View Unprofitable Item by branch.

4. View a few more reports.

No

Test Function/ Scenario

Expected Results

Steps/Prepare TEST Data

Quicksight 

[ANALYSIS]

View Analysis

Able to view Analysis.

1. View list of fields in the Visualise page and those fields are (15): 

• Amount_cogs

• Amount_total

• Bal_qty

• Branch_code

• Branchname

• Entity_name

• Item_category_1

• Item_category_3

• Itemcode

• Itemaname

• Locationname

• Quantity_base

• Salesman

• Txn_date

• Tnx_type

2. View the 2 or more Sample Reports from the Dashboard page in the Analysis page. 

2.

Add new analysis

Able to customise own report analysis. 

1. Click +Add from the left upper menu in the blue pane to add a new visual.

2. Select on any Visual Types in the left hand menu.

3. Drag on a few field options from the field list to the field wells.

• Make sure to drag the blue field in the blue well and green field in the green well. 

4. Double click the current report name to rename it. 

5. Click on the setting for a more format visual: 

• Click create one

• Title 

• Value

• Group/Colour

• Legend

• Data Labels

• Tooltips

6. Click on the Maximise option to expand the report visibility. 

7. Click on the three dots for more menu options:

• Hide legend

• Export to CSV

• Duplicate visual to other sheets

• Hide other categories

• Action

• Delete

3.

Use additional features to enhance the report.  

Able to make use of the extra features for report enhancement.

1. Filter

• Click create one

• Identify which field for the filter - For example: txn date

• Click on the filter to edit

• Choose filter type and date range

• Specify the date granularity

• Click apply

• Click on the 3 dots for more options:

  • Disable filter

  • Edit filter

  • Add to sheet

  • Delete filter

2. Insights

• Click on + button to add the suggested insights to the visual page

3. Themes

• Create new theme in the my theme or

• Click on the starters themes for quick setup

No

Test Function/ Scenario

Expected Results

Steps/Prepare TEST Data

Quicksight

[DATASET]

View existing dataset with SQL query

Able to view existing dataset

1. Click on dataset menu

2. Select “Clicknet - BLG Monthly Data - SALES” dataset

3. Click edit dataset

4. You would be able to view all fields, excluded fields and filter created for this dataset in the left hand side menu

2.

Add new dataset by uploading a new file

Able to add new dataset by uploading a file

1. Click on dataset menu 

2. Select “Clicknet - BLG Monthly Data - SALES” dataset

3. Click edit dataset

4. Click on add data at the right top menu

5. Click on upload a file

6. Click on the two pink circle to link the new file with existing query. 

7. Identify the join type 

8. Click Apply 

9. Save

3.

Schedule a  data refresh

Able to set the data refresh schedule for real time update

1. Click on dataset menu 

2. Select “Clicknet - BLG Monthly Data - SALES” dataset

3. Click schedule a refresh

4. Click create

5. Identify time zone

6. Select repeat frequency

7. Identify the starting date

8. Click create