QI Macros Control Chart Rules

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Control Chart Rules for determining unstable points and conditions vary among the experts. QI Macros 2006 used rules from Montgomery's Introduction to Statistical Quality Control, 4th edition. QI Macros 2007 lets you select between these rules and rules from Juran, AIAG and Western Electric. You can also create custom rules.

• QI Macros 2006 Rules
• QI Macros 2007 Default Rules
• How to Change Rules in QI Macros 2007
• How to Create Your Own Customized Rules in QI Macros 2007
• Show Don't Show 1 - 2 sigma lines
• p and u chart format options

QI Macros 2006 Rules

QI Macros 2007 Default Rules

How to Change Rules in QI Macros 2007

1. Click on the QI Macros menu item, Control Charts and then Control Chart Rules.



2. Select the rules you want to use. Depending on how fast your version of Excel is, you should see the QI Macros updating the rules file.
3. Now just run a chart and the new rules will be applied.
4. To check which rules are active, click on QI Macros, Control Charts, Control Chart Rules and then Show Current Rules. The active rules will be shown in the column labeled "n(points)." In the example below, you can tell that Jurans rules are active because the values in the "n (points)" column are equal to Jurans rules.

   

5. Any changes made to the rules are "permanently" made. The rules will not reset if you close and reopen Excel or shut down and start up your computer.
6. To reset the rules to the defaults or to another set of rules simply click on the Control Chart Rules menu and select a new set of rules or Montgomerys rules to go back to the default.

How to Create Your Own Customized Rules in QI Macros 2007

You can set your own custom rules using the QI Macros as follows:

1. Open Excel
2. Open the Control Chart Rules file in the following location: C/Program Files/Microsoft Office/Office (10, 11,12)/XLStart/QI Templates.
3. The file will open but it will be hidden in Excel. To unhide the file in Excel 03 and previous versions: select Window, Unhide and then the Control Chart Rules file in the Unhide box. In Excel 2007, select View then Unhide. Here is a picture of the Excel 2007 ribbon:



4. The control chart rules file will allow you to turn a stability test off by changing the value in the Apply rule column from True to False. Just click on a cell and change the value using the pull down arrow.



5. You can also change the number of points required for each test by changing values in the n(points) column. Just select the cell and select one of the options using the pull down arrow.



6. After you make your changes, save the Control Charts Rules file, rehide it and then close and re-open Excel. Note: the changes will not take effect until you close and re-open Excel.
7. To change back to the defaults, from the QI Macros menu, simply select Control Charts, Control Chart Rules, Montgomery (Default Rules). Note: There is no need to close and re-open Excel when making changing via the menu.

Show Don't Show 1-2 Sigma Lines

Standard QI Macros charts contain an upper control limit (UCL), a lower control limit (LCL), a center line (CL) and +- 1 and 2 sigma lines to help evaluate stability.

Some industries like healthcare, prefer not to view the sigma lines. They just want a chart with the UCL, LCL and CL.

The QI Macros allow you to turn off the 1-2 sigma lines as follows:

1. Click on the QI Macros menu item, Control Charts and then Control Chart Rules.
2. Select Show Don't Show 1-2 Sigma lines.



3. Now run a chart. The 1 and 2 sigma lines should be gone.
4. To turn the lines back on, simply click on the QI Macros, Control Charts, Control Chart Rules and re-select Show Don't Show 1-2 Sigma lines.

To purchase the QI Macros

If you already own the QI Macros, you can purchase an upgrade. You must purchase one upgrade for each license you own.

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