QI Macros Lesson 5 - Advanced Features & Tips


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Control Charts Created with a Macro - Watch Video

When you run a macro you end up with 3 spreadsheets: your original datasheet, the chart and an intermediate spreadsheet where all of the calculations are performed. To add data to an existing chart:

  1. Click on the intermediate data sheet (e.g., pdata1) and add the new data and labels in the rows under your old data.

    add-data-control-chart

  2. If necessary, use Edit/Copy and Edit/Paste to copy any formulas down to the new rows.
  3. Click on the chart sheet. Then click on the QI Macros pull down menu and select "Add Data to Control Charts"

    QIMacros-menu

    This menu is sometimes hard to find in Excel 2007s ribbon. To access the menu, click on the chart then on Chart Tools (just above QI Macros).

    QIMacros-2007-menu

  4. Input the number of rows of data you just added to the intermediate spreadsheet and click OK. This function will change the "source data range" of the chart and will update the chart to display your new data.

    add-data-control-chart

  5. To rerun stability analysis on the chart. Click on the chart sheet. Use the QI Macros pull down menu to select "Analyze Stability". The QI Macros will rerun stability analysis on your old and new data.

    QIMacros-menu

Control Charts Created with a Template - Watch Video

Control Chart templates are set up to take 50 data points. To add data to a template:

  1. Make sure the menu in cell B1 is set to ALL so that all input rows are visible.
  2. Simply input data into the next blank row.
  3. Once you have used all 50 rows, you will need to expand the template to take more rows.
    • First use Edit/Copy and Edit/Paste to copy the formulas down into the new rows.
    • Next select the chart and select the "Add Data to Control Charts" on the QI Macros pull down menu. Input the number of rows you just added.
  4. Re-run stability analysis whenever you have added new data by clicking on the chart and then clicking on the QI Macros pull down menu. Select Analyze Stability to run stability analysis on your data. Any unstable point or condition will turn red.

Control Chart Limits

Control limit calculations are based on the average and variability of your data and your sampling strategy. Generally, you should use at least 20 to 25 subgroups to calculate the average and the baseline control limits. Future data points should be evaluated against the baseline. You should only recalcuate the average and corresponding control limits when you have a process change. See Lesson 9 for more discussion about Control Chart Limits.

Control Charts Created with a Macro

When you select data and then run a control chart using the QI Macros pull down menu, the QI Macros will use ALL of your data points to calculate the average. If you have 14 points it will use 14 points, if you have 26 points it will use 26 points, if you have 50 points it will use 50 points, etc.

If you want to change the range used to calculate the average/control limits you will need to change the average formula in the intermediate spreadsheet created by the macro. You can do this in one of two ways.

  1. Click on the first cell under the column labeled "average" and change the formula in Excel's formula bar. The formula will tell you which range of cells is used to calculate the average. Change the formula to the range you want. Then copy the formula down to the remaining rows in the spreadsheet.
  2. Depending on the chart, the average formulas can be hard to understand. Another way to change the cells used to calculate the average is to use the F2 function key. The function keys are located at the top of your keyboard. When you click on a cell and then the F2 function key, Excel will draw a border around the cells used in the formula for the selected cell. To change the formula, simply click on the lower outside corner of the border and drag it over the cells you want to include.

Control Chart Templates

Control chart templates are set up to calculate the average using all of your data points. Whenever you add data to a template, the average and the control limits will change.

Show Process Change on a Control Chart by Creating Stair Step Limits

New Charts Created with a Macro

To calculate two or more sets of control limits on new charts simply leave a blank row between the data points where you want the limits to change.

process-change

Select the data including the blank row(s) and run the chart. You should get a chart with two or more sets of control limits.

stairstep-limits

Existing Charts Created with a Macro - Watch Video

  1. Go to the chart and click on the first data point where the process change occurred. Note: The first time you click on the point, Excel will select the whole line. Click on the point a second time to get just the point. If you have done this correctly, Excel will highlight your point and the point before it.

    point-where-process-changed

  2. Click on the QI Macros pull down menu and select Show Process Change on Control Chart.

    QIMacros-menu

  3. The macros will calculate a new set of control limits starting at the data point you selected. The macros will also update the UCL, Average and LCL labels to reflect the separate set of control limits. Note: you can do this more than once on a chart. The example below shows three separate sets of control limits.

    control chart with process change></p>
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  4. Don't forget to rerun stability analysis using the new control limits. Click on the chart sheet. Use the QI Macros pull down menu to select "Analyze Stability". The QI Macros will rerun stability analysis using the new control limits.

  5. Note: Performing these steps on an X chart will not update the R chart. You will need to update the R chart separately.

Control Chart Templates - Watch Video

  1. Look for the box to the right of the control chart marked Process Change at Row.
  2. Input the row in the Excel spreadsheet where the process change occurred.

    process-change

  3. The template will calculate a new set of control limits starting at the data point in the row you entered. On the X chart templates the process change will be reflected on both the X and R charts.
  4. Don't forget to rerun stability analysis using the new control limits. Click on the chart sheet. Use the QI Macros pull down menu to select "Analyze Stability". The QI Macros will rerun stability analysis using the new control limits. Note: This step needs to be performed separately for the X and R charts.

Delete a Point from a Control Chart

Control Charts Created with a Macro

To delete a point from a control chart:

  1. Click on the chart.
  2. Click on the point you want to delete.
  3. Click on the QI Macros pull down menu and select Delete Point from Control Chart.
  4. Rerun stability analysis without the deleted point.

Control Chart Templates

To delete a point on a control chart template simply delete that point or row from the input area.

Add Target or Goal Lines to Control Charts

Remember control limits are calculated from your data. However, you can also show a target or goal line on your control chart in one of two ways:

  1. Use Excel's drawing tools to simply draw a target line on your existing control chart. Use Excels drawing tools to add a text box to label the line. Note: If you add data to the chart you may need to re-synch up the line.
  2. Add target data to the chart.
    • Create a new column in your intermediate data sheet and label it "target" or "goal." Input your target value in every row that you have data. For example, if you have 25 data points on your control chart and your target value is .175, input ".175" in the first 25 rows of your column titled Target.

    target

    • Click and drag over the title and target data and select Edit/Copy. Then go to the chart and select Edit/Paste to add the target line to the chart.
p Chart in Excel

If your users are not very familiar with Excel and need some extra help using these more advanced features consider the QI Macros Training CD, our Control Chart Whitepaper, or an on-site QI Macros workshop. Call us at 303 756 9144 to check on Jay's availability in your area.

Are you spending too much time updating monthly charts and graphs? Is your analysis out of date by the time it is completed? We have created customized solutions for many of our customers to save them time and headaches. See http://www.qimacros.com/excel-apps.html.

In Lesson #6 we will cover ANOVA and other Statistical Analysis.

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