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Case IDTitlePreconditionsStepsExpected ResultTest Result
2
C2438Thumbnail toggle function correctlyuser have dashboard or save query or chart to show in corresponding section1. go to home page
2. toggle Thumbnail on
3. Check the content
show thumbnail of screenshot of the dashboard or chart or save query when thumbnail toggle is on
3
C2903Collapse / Expand button- go to home page
- click on collapse/expand button in each section
collapse/expand button should work
4
C2426Tabs in Recents Panel function correctly1. Edit some charts / dashboards
2. Create some charts / dashboards
3. Toggle between Examples, Edited, Created tabs
- Tabs are functional
- Tabs content are correct


5
C2430Tabs in Dashboard Panel function correctlyWorkspace has some dashboards already1. Favorite a few dashboards
2. Make yourself owner of a few dashboards
3. Create new dashboard
4. On homepage, in dashboard panel, toggle between Favorite and Mine tab

- User see 3 tabs on home page: Favorite , Mine and Example
- Favorite tab show dashboards favorited
- Mine tab show dashboards own by me
6
C2434Tabs in Saved Queries Panel function correctly- go to mine tabable to see save query for the user
7
C2437Tabs in chart section function correctly- go to chart section on home page- user see 3 tabs on home page: Favorite , Mine and Example
- Favorite tab will show charts favored
- Mind chart will show charts created by me
8
C2423User can create new SQL query from global new button- Click +New on top nav bar
- Select SQL Query from dropdown
- redirect to SQL Lab
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C2424User can create new chart from global new button1. Hover over the +New on top nav bar
2. Select Chart from dropdown
3. Select Datasource and visualization type
4. Click Create New Chart Button
5. Enter fields
6. Click Save
7. Enter chart name
8. Click Save
- Create New Chart Button should be disabled until datasoure and visualization type selected
- create should have a success toast pop up at the bottom right corner
10
C2425User can create new dashboard from global new button- Click +New on top nav bar
- Select Dashboard from dropdown
- redirect to new empty dashboard editor
11
C2373User can view setting dropdown menuUser role is admin1. Click on Settings menu on top right corner- Setting menu as follow:

12
C2379User can logout- Select 'Logout' from user dropdownShould log the user out, and navigate to preset login page
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C2374User can open profile page- Click 'Profile'Should navigate to profile page with Favorites tab open
Should display user icon + info in left sidebar
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C2375User can view Security & Access on Profile page1. On profile page, click on the Security & Access tabYou should see a heading for Roles, with a notification bubble of number of roles and below it the roles that you can assume
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C2376User can view favorited dashboards/charts on Profile page1. Favorite some dashboards or charts
2. Open Profile page, check Favorites tab
Favorites tab should display dashboard/chart name, creator and when it was favorited
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C2377User can view recent activity on Profile page- Click on Recent ActivityYou should see items in there for actions you performed
17
C2378User can view created content on Profile page- Click on Created ContentYou should see an identical screen to favorites, but without the created by column
18
C5138Verify SQL Alchemy Form UI1. On Top navigation bar, click Data > Database
2. Click + Database
3. Verify adding new database UI
Phase 1: (To be updated after Phase 2)

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C2439Presto - User can connect via SQL Alchemy URI
- Copy the connection string for Presto
1. Visit the Databases list page
2. Click + Database
3. In the SQLAlchemy URI field, paste the connection string
4. Click Test connection
5. Name the connection and add it
User is able to successfully test and add the connection
20
C2894Google Sheet - User can connect via SQL Alchemy URI
Have a gsheet link that is set to "Everyone with the link can view"
Here is an example:
netflix_titles https://docs.google.com/spreadsheets/d/19XNqckHGKGGPh83JGFdFGP4Bw9gdXeujq5EoIGwttdM/edit?usp=sharing
1. Visit the Databases list page and click +Database
2. Input database name, in the SQLAlchemy URI field, enter `gsheets://`
3. Click on Test Connection, connection looks good then click Add
4. visit the Dataset list page and click +Dataset
5. Select gsheets database, paste gsheet link into Table
6. Click Add
- Test Connection should show "Connection looks good!" toast




- Successfully created a new database into database list
- Successfully created dataset
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C2910druid - User can connect via SQL Alchemy URI
- Copy the connection string for druid
Copy the connection string for imply/druid
Visit the Databases list page
Click + Database
In the SQLAlchemy URI field, paste the connection string
Click Test connection
Name the connection and add it
connect with no error
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C3743Athena - User can connect via SQL Alchemy URI
- Copy the connection string for Athena
1. Visit the Databases list page
2. Click + Database
3. In the SQLAlchemy URI field, paste the connection string
4. Click Test connection
5. Name the connection and add it
Connect with no error
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C2448BigQuery - User can connect via SQL Alchemy URIuser has setup google big query and service account key
big query project id:
service account key:
- Visit the Databases list page
- Click + Database
- Input database name
- In the SQLAlchemy URI field, paste bigquery://<project_id>
- open the JSON key in a text editor and add the “credentials_info” element with the pairing close brackets





- When JSON is completed, copy and paste in SECURITY TAB.




- Name the connection and add it
should show 'Connection looks good!' and able to connect to google big query
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C2298PostgreSQL - User can connect via SQL Alchemy URI
- Copy the connection string for PostgreSQL

- Copy the connection string for Postgres
- Visit the Databases list page
- Click + Database
- In the SQLAlchemy URI field, paste the connection string
- Click Test connection
- Name the connection and add it
User is able to successfully test and add the connection
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C2398Admin user tests new database1. On top navigation bar, click on Data > database
2. Click on +Database button on the right top corner
3. Set the database name to <test>
4. Enter SQLALCHEMY URI and click on test connection
- Connection for other database should be "connection looks good"
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C2399Admin user adds new database1. On top navigation bar, click on Data > database
2. Click on +Database button on the right top corner
3. Set the database name to <test>
4. Enter SQLALCHEMY URI
5. Click on all the tabs
6. Click Save
- After all required fields are filled, Add button should be enabled
- Invaild URI should error out
- Should save successfully and show up on database list
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C2400Admin user edits existing database- user should have created database connection
- go to one of the connected database
- Hover actions column and click on pen icon
- Change some fields
- Click on all the tabs
- Click Save
- Field changed should be updated on list
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C2403User creates new dataset- Navigate to dataset list
- Click on +dataset button
- Enter relevant fields
- Save dataset
- New dataset should show in list of datasets
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C2404User edits existing dataset- Navigate to dataset list
- Click on the "Edit" action
- Click on all tabs
- Edit fields
- Save dataset
- Dataset field changes should be retained
- All tab should load without error
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C2405User redirects to legacy dataset editor- Navigate to dataset list
- Hover an existing dataset actions column -Click on edit
- Click on Use Legacy Datasource Editor button
- Redirect to old dataset editor
- Change fields
- Save dataset
- Explore should still be able to load information from the dataset
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C2408User deletes individual dataset- Navigate to dataset list
- Hover an existing dataset Actions column
- Click on trash can
- Type delete
- Click Delete
- Dataset should be removed from list
- Delete modal should show number of chart and dashboard associated with this dataset
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C2331User selects/unselects favorite charts- Navigate to chart list
- Click on star icon on first column
- Navigate to other page and come back to chart list
- should show all selected stars
- star should be yellow when selected
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C5325User can add a filter box chart to dashboard
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C5326User can filter dashboard with no time range filter- Use example dashboard : Sales Dashboard > Exploratory tab1. Open a dashboard with filter box
2. Click on Time Range


3. Set the following in time range: no filter
4. Observe the time range in "Actual time range"
5. Click Apply
6. Check dashboard UI
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C5329
Filter dashboard by custom time range with relative date/time
- Use example dashboard : Sales Dashboard > Exploratory tab1. Open a dashboard with filter box
2. Click on Time Range


3. Set the following in time range:
- Range Type: Custom
- Start: Relative Date/Time, 20 years before
- End: Now
4. Observe the time range in "Actual time range"
5. Click Apply
6. Check dashboard UI
- "Actual time range" in the time picker should match user selection
- After apply, time range pill on the filter box should display the exact date range





- Verify data on dashboard render accordingly to the selected time range

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C5330
Filter dashboard by custom time range with specific date/time
- Use example dashboard : Sales Dashboard > Exploratory tab1. Open a dashboard with filter box
2. Click on Time Range
3. Set the following in time range:
- Range Type: Custom
- Start: Specific Date/Time, any date/time
- End: Specific Date/Time, any date/time
4. Observe the time range in "Actual time range"
5. Click Apply
6. Check Dashboard UI
- Selecting "Specific Date/Time" should auto fill-in current date/time by default
- User can select specific time range and "Actual time range" in the time picker should match user selection





- After apply, time range pill on the chart controls should display the exact date range




- Verify data on dashboard render accordingly to the selected time range

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C5331
Filter dashboard by time range type last day / week / month / quarter / year
- Use example dashboard : Sales Dashboard > Exploratory tab1. Open a dashboard with filter box
2. Click on Time Range



3. Set Range Type: Last
4. Select last day, last week, last month, last quarter, last year
5. Observe the time range in "Actual time range"
6. Click Apply on any
- User is able to select each time option, "Actual time range" reflect correct time range


- After apply, time range pill on the chart controls should display time range matching user's selection


- Verify data on dashboard render accordingly to the selected time range

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C5332
Filter dashboard by time range type previous calendar week / month / year
- Use example dashboard : Sales Dashboard > Exploratory tab1. Open a dashboard with filter box
2. Click on Time Range


3. Set Range Type: Previous
4. Select previous calendar week, previous calendar month, previous calendar year
5. Observe the time range in "Actual time range"
6. Click Apply on any
- User is able to select each time option, "Actual time range" reflect correct time range


- After apply, time range pill on the chart controls should display time range matching user's selection


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C5333Filter dashboard by advanced time range- Use example dashboard : Sales Dashboard > Exploratory tab1. Open a dashboard with filter box
2. Click on Time Range



3. Set Range Type: Advanced
4. Input correct time syntax e.g.
`datetrunc(datetime("2021-03-03"), week)`
`holiday("christmas")`
5. Observe the time range in "Actual time range"
6. Click Apply on any
- "Actual time range" reflect correct time range


- After apply, time range pill on the chart controls should display time range matching user's selection

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C5938
Error Handling - Filter dashboard in time range with no data match
Set filter time range that no data would return Filter dashboard in time range with no data match should show correct error message
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C5939filter stringSet filter with string should filter the correct data
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C5940Filter numberSet filter with stringshould filter the correct data
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C2289Dashboard metadata edit modal should work- Navigate to the "Dashboards" section list view
- Click the "Edit" icon in the action panel for a dasbhoard that has no owner or that you own
- Change the dashboard's name
- Click "Save"
The metadata should save successfully and the new dashboard name should be present in the list.
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C2290Dashboard Card View should work- Navigate to the "Dashboards" section card view- Ensure that dashboard card views show screenshots of the dashboards.
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C2291User can delete a dashboard from dashboard list- Navigate to the Dashboard list
- Click the Trash icon on a dashboard
- Type "DELETE" to delete it
- Click the "Delete" button
The Dashboard should be removed from the list of dashboards
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C4324
User can favorite/unfavorite a dashboard from dashboard list
favorite/unfavorite dashboard card from dashboard listshould allow to favorite/unfavorite dashboard card
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C2283User can create, edit and save a new dashboard- Have some charts created already1. Navigate to the Dashboard list
2. Click the "+Dashboard" button





3. Drag and drop several components, charts to the dashboard
4. Add a title to the dashboard
5. Click "Save Changes"
- +Dashboard button should lead to dashboard edit mode



- The newly created dashboard should be visible in the dashboard list
- The newly created dashboard should be visible in "Mine" on homepage - Dashboard panel
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C2440
User can enter dashboard edit mode from an existing dashboard
- Have existing dashboard1. Open a dashboard
2. Click on top right edit (pencil) icon

- Should enter dashboard edit mode
- Edit mode has components panel / charts panel
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C2444
User can add/remove/move row and column component from Edit Dashboard interface
- [C2440] Can enter dashboard edit mode1. Open a dashboard and enter dashboard edit mode
2. Drag and drop column / row components to dashboard
3. Hover over to row and column component and drag to reorganize component
4. Click on trash icon to delete
- column / row UI should render when drag and drop onto dashboard
- hover mouse over component should see side action menu



- user can drag the component to reorder
- user can delete the component
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C2443
User can add/remove tab components from Edit Dashboard interface
- [C2440] Can enter dashboard edit mode1. Open a dashboard and enter dashboard edit mode
2. Drag and drop tab components to dashboard
3. Create several new tabs
4. Drag and drop some components on different tabs (charts, header, row, column etc)
5. Click save changes
- Each tab should have the content saved correctly
- Can toggle between dashboard tabs
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C2449
User can add/remove Header component from Edit Dashboard interface
- [C2440] Can enter dashboard edit mode1. Open a dashboard and enter dashboard edit mode
2. Drag and drop a header component to the dashboard
3. Edit the header, click save
4. Enter dashboard edit mode again and remove the header
5. Click save
- User can successfully add and edit a header component to a dashboard
- User can remove a header component from a dashboard and change saved successfully
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C2450
User can add/remove Markdown component from Edit Dashboard interface
- [C2440] Can enter dashboard edit mode1. Open a dashboard and enter dashboard edit mode
2. Drag and drop a Markdown component to the dashboard
3. Check out the default markdown example
4. Edit the Markdown, click save
5. Enter dashboard edit mode again and remove the Markdown
6. Click save
- Default markdown example: the link leads to markdown cheatsheet
- User can successfully add and edit a Markdown component to a dashboard
- Header, hyperlinks on markdown component works as expected
- User can remove a Markdown component from a dashboard and change saved successfully
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C2451
User can add/remove Divider component from Edit Dashboard interface
- [C2440] Can enter dashboard edit mode1. Open a dashboard and enter dashboard edit mode
2. Drag and drop a divider on to the dashboard
3. Click save
4. Enter dashboard edit mode again and remove the divider
5. Click save
- User can add divider component to dashboard
- User can remove divider component from dashboard
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C2284User can add a chart to an existing Dashboard- Navigate to a Dashboard
- Click the "Edit Dashboard" button to show edit panel
- Add a new chart to the dashboard by clicking the "Charts" tab on edit panel and dragging a new chart into the dashboard
- Click the "Save Changes" button
Your newly added chart should be visible in the dashboard
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C2285User can remove a chart from an existing dashboard- Navigate to a Dashboard
- Click the "Edit Dashboard" button
- Hover over a chart on the dashboard and click the trash can icon
- Click the "Save Changes" button
The chart should no longer be visible on the dashboard
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C3745user can drag chart to change position in dashboarduser has some chart in dashboard1, drag the chart to different positioncharts should be able to drag to desired position
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C2458User can remove chart from an existing dashboard1, Navigate to a Dashboard
2, Click the "Edit Dashboard" button
3, Hover over a chart on the dashboard and click the trash can icon
4, Click the "Save Changes" button
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C2380Verify sql editor page- Click SQL editor in Sql lab tab- Should lead to sql lab and verify new sql lab page


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C2360User can run query in SQL editor1. Enter valid SQL query into editor- Should populate Results tab
- Should add row to Query History tab
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C2361Invalid SQL query throws error1. Enter invalid SQL query into editor- Should display error in Results tab





- Should add row to Query History tab


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C2363User can set row limit in editor- Click 'LIMIT 1000' button underneath editor
- Select a valid row limit
Should not return more results than the set limit
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C2369User can open new query tab- Click '+' button next to the current tabs- Should open new 'Untitled Query #' tab
- Should clear left sidebar
- Should have SQL editor with a commented out note and "SELECT ..."
- Should show null states for Results ('Run a query to display results here') and Query History ('No query history yet...')


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C2370User can close tabs- Have tabs in SQL editor1. Click 'x' button on tab- Should close tab and show the tab on the left
- Closing the very last tab should not error
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C2355User can select database + schema in left sidebar- Have access to SQL Editor1. On the top nav, click SQL Lab > SQL editor
2. In the left sidebar, select database from dropdown
3. Select schema from dropdown
- A db should be selected by default
- On db select: should load schema list in dropdown
Table dropdown should be disabled until schema is selected
- On schema select: should load table list in dropdown and enable it
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C4348Verify query history tab UI- have some query history on this current SQL editor tab- state is present
- started time is present
- duration is present
- progress bar is present
- rows is present
- sql is present
- output column is present
- actions column present with correct icons
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C2381User can see list of saved queries- Navigate to SQL Lab > Saved Queries pageList should display query name, database, schema, tables, created on, modified, and actions
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C2390User can view list of previous SQL Lab queries- Run queries in SQL Lab Editor
- Navigate to 'Query History' from the top nav
- Should display list of previously run queries with: status, db, user who ran query, time query was run, progress, rows of results, and raw SQL statement
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C2396Can open SQL editor from query history list- Click the open in new tab in the Action column
- Should open a new tab in SQL Lab with a new 'Copy of' tab open with the selected raw SQL
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C2239User can explore existing chart from dashboard1. Go to "Dashboards" page
2. Select a dashboard
3. Select a chart on the dashboard and click icon in top right of chart header
4. Select "View chart in Explore"


- should have a new tab opened to the explore page
- The chart should render on the explore page
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C2240
User can create a new explore chart from global new button
1. On top navigation bar, click on global new button and select "Chart"



2. select a dataset/datasource and viz type then click "Create New Chart"
- Should end up on the explore page with the selected dataset and chart type populated
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C2241User can explore a dataset from dataset list1. From top navigation bar, go to "Data" > "Datasets"
2. click on any dataset title link
- should end up on an explore page with the selected dataset populated
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C2313User can explore existing chart from chart listHave charts previously created already1. From top navigation bar, select Charts
2. On chart list, click on any chart title link
- Should have a new tab opened to the explore page
- The chart should render on the explore page
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C2278Create annotation layer- Go to Settings > Annotations
- + ANNOTATION LAYER
- Add name, description
- Click ADD
Layer is saved
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C2260
User can export and import dashboard to the same workspace
1. Visit the dashboard list page
2. Export a dashboard - "USA Births Names" by clicking the export icon in the actions bar
3. From the dashboards list, delete the "USA Birth Names" dashboard
4. Select the Import icon from the top right of the Dashboards page
5. Upload exported file
- Exported dashboard should be saved as a zip file
- User should be able to import the dashboard successfully
- Imported dashboard should be accessible from dashboards list and load successfully
75
C2261User can export and import charts to the same workspace1. Visit the charts list page
2. Export a chart by clicking the export icon in the actions bar
3. From the chart list, delete the chart that you exported
4. Select the Import icon from the top right of the Charts page
5. Upload exported file
- Exported chart should be saved as a zip file
- User should be able to import the chart successfully
- Imported chart should be accessible from chart list and load successfully
76
C2262
User can export and import datasets to the same workspace
1. Visit the Datasets list page
2. Export a dataset by clicking the export icon in the actions bar
3. From the Datasets list, delete the dataset that you exported
4. Select the Import icon from the top right of the Datasets page
5. Upload exported file
- Exported dataset should be saved as a zip file
- User should be able to import the dataset successfully
- Imported dataset should be accessible from Datasets list
77
C2263User can export import database to the same workspaceVisit the Databases list page
Export a database by clicking the export icon in the actions bar
Exported database should be saved as a zip file
78
C2265Create new Alert1. Go to Setting > Alerts & Reports
2. Click '+ ALERT'
3. Fill out the screen as follows:


ALERT NAME: [enter a name]
OWNERS: [select your user]
DESCRIPTION: [enter a random text]


SOURCE: 'examples'
SQL QUERY:
SELECT num FROM birth_names WHERE extract(year from ds) = 2008
AND state = 'CA' AND name = 'Daniel'


TRIGGER ALERT IF: '> LARGER THAN'
VALUE: 0


CRON SCHEDULE: */1 * * * *
WORKING TIMEOUT: [leave as is]
GRACE PERIOD: 55


MESSAGE CONTENT: Dashboard / USA Births Names
NOTIFICATION METHOD: Email / [add your email address]


4. Save the new Alert
1. New Alert is saved and shows in list as Active
2. 1 minute later email is sent to the provided email address
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C2301Create new Report1. Go to Settings > Alerts & Reports
2. Switch to 'Reports' in the list view
3. Click the "+ REPORT" button
4. Fill in the information as follows:
REPORT NAME: [Enter a name]
OWNERS: [Add yourself]
DESCRIPTION: [Add custom text]


CRON SCHEDULE: * * * * *
LOG RETENTION: [LEAVE AT DEFAULT 90]
WORKING TIMEOUT: [LEAVE AT DEFAULT 3600]
CONTENT: Dashboard / USA Births Names
NOTIFICATION METHOD: Email / [Add your email]
5. Save the Report
6 Wait 1 minute
1. New Report is saved and shows in list
2. Report email is sent to the specified email address
80
C4325Send alert to slack channel
- Get access to Testing Data vault and obtain [slack token]
- On manager, edit the workspace and add the Slack token to the workspace for test

1. Go to Setting > Alerts & Reports
2. Click '+ ALERT'
3. Fill out the screen as follows:


ALERT NAME: [enter a name]
OWNERS: [select your user]
DESCRIPTION: [enter a random text]


SOURCE: 'examples'
SQL QUERY:
SELECT num FROM birth_names WHERE extract(year from ds) = 2008
AND state = 'CA' AND name = 'Daniel'


TRIGGER ALERT IF: '> LARGER THAN'
VALUE: 0


CRON SCHEDULE: */1 * * * *
WORKING TIMEOUT: [leave as is]
GRACE PERIOD: 55


MESSAGE CONTENT: Dashboard / USA Births Names
NOTIFICATION METHOD: Slack / Add channel name







4. Save the new Alert
- Receive alert from Slack
- Alert name is shown in Slack message
- Description is shown in Slack message
- Click on "Explore in Superset" should open that dashboard set in message content in browser
81
C4326Send dashboard report to slack channel- Get access to Testing Data vault and obtain [slack token]
- Add the Slack token to the workspace for test


1. Go to Settings > Alerts & Reports
2. Switch to 'Reports' in the list view
3. Click the "+ REPORT" button
4. Fill in the information as follows:
REPORT NAME: [Enter a name]
OWNERS: [Add yourself]
DESCRIPTION: [Add custom text]


CRON SCHEDULE: * * * * *
LOG RETENTION: [LEAVE AT DEFAULT 90]
WORKING TIMEOUT: [LEAVE AT DEFAULT 3600]
CONTENT: Dashboard / USA Births Names
NOTIFICATION METHOD: Slack / Add channel name
5. Save the Report
6 Wait 1 minute


- Receive report from Slack
- Report name is shown in Slack message
- Description is shown in Slack message
- Screenshot of the dashboard is shown as an image, verify no truncate
- Click on "Explore in Superset" should open that dashboard in browser


82
C2417Create a new Data Access Role- Login as a workspace admin1. Navigate to "Settings > Data Access Roles"
2. Click on the "+" button to create a new item
3. Fill out all the fields:
- Name your role something identifiable
- In the permissions section, add "Database access on examples" and "datasource access on examples.wb_health_population"
- In the "Users" section select your current user or user to test
4. Click save
- The new Data Access Role should appear in the list view
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C2445browser - chromeopen preset in chromeuser able to open preset in chrome, user will be able to login manager and access to workspaces
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