Test

Proper testing ensures that the platform works as expected across various use cases, is secure & performs well under different conditions. Below are key areas to focus on when testing a BI platform.

Unit testing

Testing Data Ingestion & Load

• Test data extraction logic from various data sources like databases, APIs, files, and streams works correctly. Ensure proper parsing is done for file-based sources.

• Test that the transformation processes (e.g., removing duplicates, handling missing values, converting data types, JSON extractions, etc) work correctly.

• For calculated fields or aggregations, write unit tests to verify that calculations are performed correctly across different border cases (e.g., zero values, large numbers, negative values).

• Isolate and test the Business logic calculations.

• Test the data load. Make sure that the number of records, the number of columns, and the constraints are met. Check for duplicate records.

Testing Dashboards & Reports

For the Visualization test, the rendering logic of the visual components

• Test that the correct data is being displayed.

• Test the dynamic visualisations.

• Test the filters to ensure that the correct data is displayed after applying filters. Make sure to test the border conditions.

• Test drill downs, sorting

• Test the export functionality

Test the User & Role-based Permissions

Test that users with different roles can only access data and features they’re authorized to use. Also, make sure that they can view only the dashboards that they are authorised to use.

Performance Test

• Load Testing: Test the platform’s performance under expected and peak loads. Check how the platform handles large volumes of data and concurrent users.

• Measure how quickly dashboards, reports, and visualizations load.

• Ensure that queries(datasets) run efficiently and quickly, even for complex aggregations or large datasets. Identify any performance bottlenecks and optimize database queries or dashboard designs.

Compatibility Testing

Test the Browser Compatibility for all the visualizations. Do the testing in commonly used platforms like Edge, Chrome, Safari, and Firefox.

User Acceptance Testing (UAT)

Before rolling out the solution to the wider organization, conduct UAT with real end-users to ensure that the solution meets their expectations and requirements. Work with the user to fix any issues.