Excel Type

NI Requirements Gateway 2018 Help

Edition Date: March 2018

Part Number: 371714F-01

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The Excel type browses a specified Microsoft Excel spreadsheet (.xlsx or .xls) for text located in specific columns that use the correct name for requirements or references.

Traceability Elements

The Excel type captures the following traceability information from an Excel source file.

  • Section—The worksheets in an Excel file.
  • RequirementREQnn, where nn is a numeric value in the requirement ID, in the first column of a worksheet. The text in the second column specifies the label for the requirement. The text in the third column specifies the text for the requirement.
  • Reference[Covers: reqid] within a cell of the worksheet. A reference statement can list multiple requirements separated by commas (,) or semicolons (;). For example, the reference [Covers: REQ1, REQ2, REQ3] covers three requirements.
  • Attribute—Defines one of the following attribute elements:
    • Priority—Text located in the fourth column in a row that contains a requirement. The value must be Low, Med, or High.
    • Allocation—Text located in the fifth column in a row that contains a requirement.
  • Text—Text located in the third column in a row that contains a requirement.

Configuring an Excel Document

The Excel type defines the following document settings you configure for an Excel document on the Details tab of the Project pane of the Configuration dialog box.

  • File or Directory—An Excel file.
  • Variable—Defines the following document variable:
    • Category—Assigns an analysis category to the Excel document. Select a category from the Value pull-down menu. Use the Overall Quality pane of the Management view to review the use of analysis categories in a project.
    • Worksheet—Captures traceability information from one or more specific worksheets in an Excel document. Enter the names of the sheets, separated by commas, in the Value column.
    • With Rich Text—Adds information to the intermediate file about the rich text formats of the captured text. You can include this information in a report.
    • With text zones—Adds AutoShape text to the end of a worksheet in the intermediate file.

Creating an Excel Reference from Requirements Gateway

To add a reference in an Excel file, insert the correct syntax for an Excel reference into the worksheet. In Requirements Gateway, right-click an upstream requirement covered by a downstream Excel document and select Copy For»Excel Covers Reference from the context menu to copy [Covers: reqid] to the clipboard. You can then paste the reference in the cell of a worksheet.

Special Considerations when Creating a Custom Excel Type

When you create a custom Excel type, you must select a conversion tool from the Convert tool pull-down menu on the Analysis tab of the Types pane of the Configuration dialog box. The intermediate file that a custom Excel type generates must conform to the format the conversion tool expects.

Select from the following conversion tools:

  • Excel—Uses tabs to delimit columns in the intermediate file.
  • ExcelWithColNumbers—Uses the vertical line (|) character and the column number to delimit columns in the intermediate file. The default Excel type uses this conversion tool.
  • ExcelXML—Uses the vertical line (|) character and the column number to delimit columns from Excel 2007 or later (.xlsx) files.
    Note Note  The ExcelXML conversion tool is obsolete in Requirements Gateway 2012 or later. If in a previous version of Requirements Gateway you created a custom type that used the ExcelXML conversion tool, National Instruments recommends that you update the type to use the ExcelWithColNumbers conversion tool instead.

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