Creating an Improvement Story in Excel


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Excel's Drawing Toolbar

Many of the templates in the QI Macros like the Ishikawa diagram, flowcharts, QFD, etc. take advantage of Excel's drawing capabilities. To access these functions, go to View/Toolbars and click on Drawing. The Drawing toolbar is usually placed at the bottom Excel.

Use the toolbar to add the following to your spreadsheets and charts: text boxes, arrows, shapes, clipart and more. Click on the select objects arrow to enable your cursor to click and drag over a group of objects to select them all at once. QI Macros users use this function to select all of the items on an Ishikawa diagram or all of the text boxes created on the histogram macro.

Formatting Charts

Once you create a chart in Excel using the QI Macros, you can use any of Excels chart formatting capabilities to format your chart. To format a line, right click on the line and select format data series. To format a point, right click on the point and select format data point.

To format an axis, right click on the axis and select format axis. For options regarding the whole chart, go to the menu bar and select Chart/Chart Options.

Case Study - Creating an Improvement Story

Many people look at an Excel spreadsheet of data and have a hard time figuring out how to convert the data into an improvement story. So, I thought I'd share the patterns I'm looking for when I start to analyze data

Step 1: Most Six Sigma improvement stories start with a line, run, or control chart of defect data over time. Look at this data from c:\qimacros\testdata\AIAG SPC.xls (pg. 88 in AIAG SPC 2nd Edition):

In this example, I immediately see the discrepancies as the variable I want to graph. Each 500 sample group has an implied time element to it. So I'd grab this data and run a np chart, because it's as easy to run a control chart as a line or run chart and it gives you more information:

The next thing to do is to look for ways to stratify the data to find a pareto pattern. Now I look at the data in a different way. I look for categories to graph as a pareto chart.

To run a chart for data that is not in adjacent columns, select the first set of data (cells A2 to A5) then hold the ctrl key down and select the second set of data (AA2 to AA5). This gives the following pareto chart:

Given this, I can use the template selector to start creating fishbone diagrams of the top three categories:

Quick and easy, isn't it?

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