2. Create Data Source

Follow the step below to navigate to data sources:

1. Navigate to Settings > Data Source. 
   
   
   
   

You can create a data source in two different ways; either choose to enter the data manually or upload a file.

1. Manual Entry
2. Upload file to create a data source

2.1 Manual entry

In this method, you manually enter the data to create a data source.

1. Click Create Data Source.
   
   
   
   
2. Provide a name for the data source created. Additionally, you may enter a description to help understand the data source better, although this step is optional. 
   
   
   
   

3. Begin by entering values into the created parameter. Click Add Column to introduce additional parameters and Add Row to create more datasets for testing.

   
   
   
   Click the ellipsis { } icon and select the Edit option to specify the data type for the parameters you want to define. Next, enter a Data Set Name to reference the dataset in the test case’s <live preview> or <results>.
   
   

   
   

   

   Note:
   

   
   

   - You can only create a maximum of 1000 rows and 300 columns in a data set.

   - The Configure option { } provides flexibility in naming your data sets. You can manually enter your own names or select system-generated ones, known as Default Name (e.g., 'row_01').

   - Alternatively, you can utilize the parameters created to generate data set names.

   - When configuring newly updated data sets, users can choose to either modify the existing data set name or retain the original name for the current data set.

   
   
4. Enable or disable Forecast Failure for each dataset to classify it as a success or failure data set.
   
   
5. Once you've created the data sets required, click Save.
   

2.2 Upload file to create a data source

You can also create a data source by uploading an external .csv file containing datasets.

1. Click Upload File to import the external .csv file.
   
   
   
   
2. Give the data source a Name, and select a Data Set Name from the dropdown. You can utilize the parameters you have created. 
   
   
   
   
3. Click Save. Once a data source is created, you have the flexibility to add additional data sets, as well as make edits to or delete existing ones.
   
   
   

3. Update Existing Data Source

1. Append Data by Importing Data Set
   
2. Manage Data Source
   

3.1 Append Data by Importing Data Set

1. Click Import Data to append more values to the data set.
   
   
   
   
2. Upload the relevant file and choose a Data Set Name from the dropdown. You can choose parameters created as the data set name.
   
   
   
   
   

3. Click Save.

3.2 Manage Data Source

• Manage Data Sets
• Reference
• Delete Data source
  

3.2.1. Manage Data Sets

You can perform edit, delete, and mask actions on the parameters saved in the columns created. 

i. To change the column name, follow the steps below:

1. Click on Edit from the drop menu.
   
   
   
   
   
2. Change the name and click Save.
   
   
   
   
   

ii. To remove the specified columns and their values, follow these steps:

1. Click on Delete and confirm the action by clicking on delete.
   
   
   

Similarly, you can delete the values in the data set in bulk. Select the required values to be deleted and click delete.

iii. To mask specific columns and their values, follow these steps:

1. Click on Mask to hide the values in the selected columns. Similarly, click on Unmask to reveal the values again.
   

Note: All the admins, managers, and the tester who created the column have permission to perform the unmask action.

3.2.2 Reference

This gives you the list of test cases that references the data sources.

1. Click on Reference.
   
   
   
   
2. From the list, click on View to see the references inside the respective test case.
   
   
   
   
3. Click OK.

3.2.3. Delete Data Source

You can perform the delete action to remove required data sources. 

1. Click the delete icon beside the data source and confirm your choice by selecting Delete.
   
   
   

4. Related Links

• Understand Data-Driven Testing
• Create Data-Driven Test Cases
  

5. What's Next?