Test Cases for Banking Application in Excel Sheet (4 Easy Steps)

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In this article, you will learn about four quick steps on how to prepare test cases for the banking application in the Excel sheet. We will be using Microsoft 365 to do this; however, you can use any version of Microsoft Excel and follow this tutorial.


Create Test Cases for Banking Application in Excel Sheet: Step-by-Step Procedures

There are four easy steps to prepare test cases for the banking application in the Excel sheet. We can consider this an example for mobile banking or investment banking applications. Furthermore, creating the test cases described in this article is a manual process. Firstly, we will set up a format for that. Secondly, we will enter the relevant data. Thirdly, we will use a formula to return the test case status. Finally, we will create another test scenario for this topic.


Step 1: Setting Up Format

We will set up a format for the test cases for a bank transaction in the Excel sheet. There will be eight columns in the template. We will show you the template in two parts for better visualization.

  • Firstly, create the following fields –
    • Test Case ID: Here we will input the unique test case ID.
    • Test Priority: The level of priority for the test case scenario.
    • Test Case Description: In this field the description of the test case is recorded.
    • Date: The date when the test is carried out.
  • Secondly, create the following columns –
    • #: The serial number for all the test cases.
    • Activity: The subject for a test procedure.
    • User Input: If there is any user input for that particular test case, we will input it in here.
    • Expected Output: The most likely output, if everything works perfectly.

Setting Up Format to Create Test Cases for Banking Application in Excel Sheet

  • Thirdly, insert more fields and columns –
    • Tester: The person responsible for the test.
    • Precondition: If there is any pre-requisite, we will input it here.
    • Postcondition: Any condition after the test is carried out.
    • Actual Output: The real output we get from a test case.
    • Test Medium: In which platform the test is carried out.
    • Result: Pass, Skip or Fail.
    • Comments: If a tester needs to comment on something, this column will be useful then.

Read More: How to Write Test Cases in Excel Sheet


Step 2: Entering Relevant Data

In this section, we will enter the relevant data into the empty cells. After that, we will use the Wrap Text feature to format the cell values. Additionally, AutoFit the rows will be required.

  • To begin with, type the values into the empty cells. Now, we cannot see the values properly.
  • To fix this, select the cells.
  • Then, from the Home tab, select Wrap Text, which is under the Alignment section.

Entering Relevant Data to Create Test Cases for Banking Application in Excel Sheet

  • Then, we will notice the rows are breaking. To fix this, we will need to select the cells and increase the row height.
  • This is a snapshot after doing all the above steps.

Read More: How to Create Test Cases for Registration Form in Excel Sheet


Step 3: Finding Test Status

In this step, we will type a formula by combining the IF and OR functions to find the test case status for the banking application in an Excel sheet.

  • Firstly, type the following formula in cell H10.

=IF(OR(F10=E10,F10="As expected"),"Pass","Fail")

Finding Test Status to Create Test Cases for Banking Application in Excel Sheet

  • Secondly, press Enter.

Formula Breakdown

  • OR(F10=E10,F10=”As expected”)
    • Output: True.
    • This function checks whether the value of cell F10 is equal to cell E10 or The value of F10 is equal to “As expected”.
  • Then, the formula reduces to -> IF(TRUE,”Pass”,”Fail”)
    • Output: Pass.
    • As the condition is true, the formula is returning the first portion of the formula.
  • Thirdly, use the Fill Handle, and fill the formulas into the rest of the cells.

Read More: Test Cases for E-Commerce Website in Excel


Step 4: Creating Another Test Scenario

Now, we will create the test cases for a banking application with admin access. The steps will be similar to the previous three steps. We will point out any differences, if there are any.

  • Firstly, create the following fields.
  • Here, we have two new fields –
    • ID: We will assign a unique identification number for each test case.
    • Task: This is the same as “Activity” from the first example.
  • Moreover, we have columns to enter statuses for three dates. Using these, we can compare the test cases.

Creating Another Test Scenario Related to Banking Application Admin Access

  • Then, type all the relevant values. Here, we have manually typed the statuses without using any formula.
  • Thus, this concludes the article on how to create “test cases for the banking application in the Excel sheet”.

Read More: Prepare Test Cases for Gmail in Excel Sheet


Download Practice Workbook

You can download the Excel file from the link below.


Conclusion

We have shown you four quick steps on how to prepare the test cases for the banking application in the Excel sheet. If you face any problems regarding these methods or have any feedback for me, feel free to comment below. However, remember that our website implements comment moderation. Therefore, your comments may not be instantly visible. So, have a little bit of patience, and we will solve your query as soon as possible.


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Rafiul Haq
Rafiul Haq

Rafiul Haq worked as an Excel and VBA Content Developer in Exceldemy for over two years and published almost 200 articles for the website. He is passionate about exploring new aspects of Excel and VBA. He received his Bachelor of Science in Mechanical and Production Engineering (MPE) from the Islamic University of Technology. Rafiul furthered his education by obtaining an MBA in Finance from the Institute of Business Administration (IBA) at the University of Dhaka. Apart from creating... Read Full Bio

4 Comments
  1. thank you for the information

  2. Reply
    Telkom University Nov 10, 2023 at 11:42 AM

    What measures can be taken to maintain the integrity and accuracy of test cases in an Excel sheet throughout the testing process for a banking application?

    • Hello Telkom University,

      Thank you for sharing your concern here. The step-1 of this article ensures setting up the format and the integrity and accuracy of test cases of the testing process. However, I will list some additional approaches you can take to maintain the integrity and accuracy of test cases:

      1. Worksheet Protection:

      Approach: Protect worksheets with a password. Limit access permissions to authorized team members. Regularly review and update access rights based on the testing.

      2. Data Validation:

      Approach: Set up data validation rules in Excel. Specify allowed data types and values for each cell. This prevents errors caused by incorrect data entries during testing.

      3. Cell Comments and Documentation:

      Approach: Add comments to cells for additional information. Maintain a separate documentation sheet detailing test case specifics, ensuring clarity for team members.

      4. Consistent Formatting:

      Approach: Establish a consistent format for your Excel sheets. Use the same font styles, colors, and cell formatting throughout. Consistency enhances readability and reduces confusion.

      5. Regular Reviews:

      Approach: Schedule regular team reviews of the Excel sheets. Discuss any updates or changes to ensure everyone is aligned. Use this as an opportunity to address questions and concerns.

      6. Backup:

      Approach: Regularly back up your Excel sheets to a secure location. Cloud storage is a good option. This ensures data recovery in case of accidental changes.

      7. Excel Features:

      Approach: Use Excel features like Named ranges, filters, and Conditional Formatting. These tools help organize and highlight critical information, making test cases more accessible.

      8. Training and Documentation:

      Approach: Conduct training sessions on Excel usage and the established processes. Document guidelines for creating, updating, and maintaining test cases.

      Take these steps to properly maintain the integrity and accuracy of the test cases throughout the testing process for a banking application.

      Regards,
      Yousuf Khan Shovon

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