QI Macros Control Chart Stability 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 Stability Rules

control chart stability analysis rules for QI Macros 2006

QI Macros 2007 Default Stability Rules

control chart stability analysis rules for QI Macros 2007 and later

How to Change Stability Rules in QI Macros 2007 and later versions

  1. Click on the QI Macros menu item, Control Charts and then Control Chart Rules.
  2. menu to change control chart stability rules

  3. 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.
  4. Now just run a chart and the new rules will be applied.
  5. 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.

    control chart stability rules

  6. 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.
  7. 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 or later versions

You can set your own custom stability 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. control chart stability rules file

  5. 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.
  6. change control chart stability analysis rules

  7. 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.
  8. number of points used in stability rules

  9. 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.
  10. 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.

QI Macros Control Chart Features and Articles

Other QI Macros and Control Chart Articles

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