QI Macros Lesson 2 - Tips for Creating Charts


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There are two different ways to create most charts in the QI Macros. One is by selecting your data and then running a macro from the pull down menu. The second is by using the Fill-in-the-Blanks templates.

To create a chart using a macro from the pull down menu:
(Watch Video of this process)

  1. Just select the data to graph (using the mouse to click and drag).
  2. Then, using the QI Macros pull down menu, select the chart you want to graph.

    control-chart-data

The QI Macros will do the math and draw the graph for you. The control chart macros will run stability analysis on your data and turn any unstable points or conditions red.

control-chart

If you don't know which control chart to select, choose the Control Chart Wizard. It will analyze your data and choose the right chart for you:

Control Chart Wizard in Excel 2003 and previous versions:

control-chart-wizard

Control Chart Wizard in Excel 2007:

control-chart-wizard-Excel2007

 

Creating a Chart with a Fill-in-the-Blanks Template

You can also create charts with the Fill-in-the-Blanks Templates. These templates are especially helpful if you have non-quality department personnel (e.g. at nursing stations or on the shop floor) who will be inputting data or you don't have enough data (you're starting to collect the data).

To create a chart using a template:

(Watch Overview Video)

  1. Click on the QI Macros pull down menu, select Fill-in-the-Blanks Templates, then the sub menu, then the chart you want to open.

    Excel 2003 and previous versions:

    Excel 2007:

  2. The input areas for all of the templates are shaded yellow. Either input your data directly into the template, cut and paste it from another Excel spreadsheet or set the template input cells equal to cells in other spreadsheets.

    cchart-template

 

As you input data, the chart will populate to the right. The X chart templates also display a histogram, probability plot and scatter plot.

Running stability analysis on a chart created by a template. To run stability analysis on a chart created using a control chart template: click on the chart (dark boxes will appear at the corners), click on the QI Macros pull down menu, select Analyze Stability.

stability-analysis-templates

Choosing which points to plot. Each template defaults to 50 data points. If you have fewer than 50 points and only want to show the points with data, click on the arrow in cell B1. This will bring up a pull down menu. Select "non-blanks" to plot only the points with data.

select-points-to-chart

cchart-template

If your users need some extra help running the macros, consider the QI Macros Training CD. It includes step by step instructions for loading and using the QI Macros. You'll see exactly what data to enter and what commands to use to run each QI Macros chart and template.

Data Selection Tips

If the labels and data are not adjacent, you can use the control key function in Excel (select the first set of data, press down on the control key and then select the second range of data.)

control-chart-data

Don't select the whole column or row, just the data and associated labels you want to graph.

If you have two rows of headings or two columns of labels BE CAREFUL. Selecting the extra columns or rows may create problems with your calculations and with your chart.

The example below has two rows of headings. Row 1 "Smoothness" and Row 2 : date, time, Obs 1, etc. It also has two labels. Column A for date and column B for time.

Fool proof your charts by formatting your data with only one descriptive row and column.

Data Input and Format Tips

When you select the data you want to graph, you can select the associated labels as well (e.g. Jan, Feb, Mar, etc.) The QI Macros will usually use the labels to create part of your chart (e.g. title, axis name, legend). Make sure you follow these rules when inputting your data.

  1. Labels should be formatted as text. If your labels are numbers (e.g. 1,2,3) you may need to make them text so that Excel doesn't treat them as part of your data. To do this, you will need to put text in front of them. Some examples are :Sample1, S1, Lot1, L1. If you just want the 1 to show then you will need to put an apostrophe ' in front of each number to change it from data to text (e.g. '1, '2, '3 etc.) Note: just using the format function in Excel does NOT work.
  2. Data should be formatted as numbers. Your data must be numeric AND formatted as a number for the macros to perform the necessary calculations. If you have "data" that is left justified or looks like 001, 002, 003 then it is formatted as text and the macro will not run.
    Tip: Data exported from Microsoft Access is often in text format. To change it to numeric: 1) import the data to Excel, 2) put the number 1 in a blank cell, 3) Edit-Copy the cell with the 1 in it, 4) select the imported text data, and 5) choose Edit-Paste Special/Multiply to multiply every imported cell by 1 which will convert them to numeric data.
  3. Select the right number of columns. Each chart requires a certain number of columns of data to run properly. They are:
  4. Beware of "hidden" rows or columns. If you select columns A:F, but B and C are hidden, the QI Macros will use all five columns including the hidden ones. To select columns that are not adjacent to each other use the control key.
  5. The QI Macros and the statistical tools work best when data is organized in columns, not rows. So, for an XbarR chart, you might have Sample1, Sample2, ... Sample5 across the top, and then lot numbers or dates down the left-hand side. The macros will work if your data is laid out horizontally in rows instead of in columns, but vertical columns is the preferred method.
  6. Decimal places. To get the correct number of decimal places, format your data as Numeric (1-6 decimal places) vs General (which has no precision).

Using the QI Macros Pivot Table Wizard to Summarize Your Data

If you have raw transaction data, you may need to summarize it before you can run a chart like the Pareto chart. Use the Cross Tab Pivot Table Wizard to summarize your data before you run your charts. Watch Video.

If you need help creating a pivot table that can be easily updated or if you are spending too much time updating monthly charts and graphs then you might consider our Creating Dashboards and Scorecards Ebook or our custom Excel programming services. We have created customized solutions for many of our customers to save them time and headaches. For a quote, send your data and a description of your requirements to knowwareman@mindspring.com. For examples of applications we've built, see http://www.qimacros.com/excel-apps.html.

Sample Test Data

The QI Macros for Excel installs test data on your PC in C:QIMacros:Testdata. Use this data to practice with the charts and to determine the best way to format the data before you run a macro.

Need extra help understanding when to use each chart and how to analyze the results? Consider one of the following:

  • QI Macros Training CD - Step by step instructions for loading and using the QI Macros. You'll see exactly what data to enter and what commands to use to run each QI Macros chart and template.
  • Six Sigma Tools Example Book - detailed explanations and examples of each chart
  • SPC Simplfied Book - provides detailed explanations of control charts and histograms, the formulas and how to interpret the results.
  • SPC Simplified 1 hour Training Video - Covers stability and capability analysis with a focus on the charts and what they tell you not the statistics involved.

In Lesson #3 we will highlight the other tools and templates in the QI Macros.

View previous lesson .....View next lesson

To sign up for this series tell your friends to send an email to qimacros@aweber.com

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