QI Macros Lesson 8 - Choosing the Right Control Chart


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Calls received by our tech support line follow the 80/20 rule. 80% of the calls have to do with one question: Which control chart do I use?

The QI Macros Control Chart Wizard will analyze your data and select the right control chart for you. Just select your data and then select Control Chart Wizard from the pull down menu.

Excel 2003 and previous versions:

Excel 2007

If you want to choose the right chart yourself, here are some tips.

Choosing a Control Chart

With the recently added XMedianR charts, there are now nine control charts in the QI Macros. How do you know which one to use?

When I'm working with data in Excel, I follow a simple strategy for selecting the right chart based on the format of the data itself. There are three formats I look for:

  1. A single row/column.
  2. Two rows/columns with a numerator and a denominator.
  3. Two or more rows/columns containing multiple observations from each sample.

They look like this:

Single Row/Column

If you only have a single row/column of data, there's only three charts you can use:

  • c chart (attribute or counted data) It's always an integer (e.g., 1,2,3,4,5).
  • XmR chart (variable or measured data) It usually has decimal places (e.g., 33.75).
  • XmR Trend chart for variable data that increases (e.g., rising costs due to inflation)

So which one should you choose? If you're counting indivisible things like defects, people, cars, or injuries, then choose the c chart. If you're measuring things like time, length, weight, or volume, choose the XmR chart. The data looks like this:

c Chart
XmR chart

XmR Trend

defects, people, cars, injuries time, money, length, weight, or volume Increasing or decreasing time, money, length, weight, or volume
c chart data XmR chart data XmR Trend chart data

Look for these patterns in the data and then select the chart.

Two Rows/Columns

If the data has a numerator and a denominator that varies (e.g., defects/batch, errors/transactions), then you will want to use the:

  • p chart (one defect maximum per piece)
  • u chart (one or more defects per piece)

How can you tell which one to use? I ask myself: "Can this widget have more than one defect?" If yes, use the u chart, otherwise use the p chart.

p Chart
u Chart
Defective items per batch Defects per item
p chart data u chart data

Sometimes, as in this example, you can have more defects than samples. This is another clue. Again, look for these patterns in the data and then select the chart.

Two or More Rows/Columns of Variable Data

Service industries don't use these charts very often. They are mainly used in manufacturing. If you have two or more rows or columns of variable data (time, weight, length, width, diameter, or volume) then you can choose one of three charts:

  • XbarR (Average and Range, 2-10 rows/columns per sample)
  • XMedianR (Median and Range, 2-10 rows/columns per sample)
  • XbarS (Average and Standard Deviation, 5-50 rows/columns per sample)

Your data should look like this:

You can run the XbarR, XMedianR or XbarS on this data. Xbar uses the average as the measure of central tendency. The XMedianR uses the median. If you have more than five samples per period, then the XbarS will probably be the most robust chart for your needs. You can also use the XbarS if your data has a varying number of samples per period:

Again, look for these patterns in your data and then select the chart.

The np Chart

There's one chart I've left to last because I rarely find situations where it applies. The np chart is like the p chart except that the sample sizes are constant. The data looks like this:

np chart data

Again, look for these patterns in your data and then select the chart.

Summary

So, just recognizing patterns in your data can make it easier to pick the right control chart.

Rows/Columns

Attribute
Variable
1
c chart
np chart
XmR chart
XmR Trend
2
p chart
u chart

 

2 or more
  XbarR
XMedianR
XbarS

If you learn to look for these patterns in your data, it will make it easier to choose the right control chart. And it's so easy to draw these charts with the QI Macros, that you can draw them and throw them away if they aren't quite right.

For further help, download our SPC Quick Reference Card at http://www.qimacros.com/sustainaid.pdf or consider our 1 hour SPC Simplified Training video on DVD. See http://www.qimacros.com/sixsig267.html

Buy Histogram and Process Capability Analysis Whitepaper Now Control Chart Whitepaper $20

You can find all of this data in c:\qimacros\testdata.

In Lesson #9 we will cover Control Chart Limits.

View previous lesson .......................View next lesson

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QI Macros SPC Software for Excel
Or Buy It Now!
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90-Day
Money-Back
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The QI Macros for Excel $139, is an inexpensive easy to use set of Excel add-ins for statistical process control and Lean Six Sigma. It draws line, pie, bar, pareto, box whisker, histogram (Cp, Cpk), scatter and control charts (with stability analysis).

It contains over 70 fill in the blank templates such as the Ishikawa diagram, QFD, DOE, FMEA, PPAP, and Gage R&R for MSA. Performs ANOVA, t-test, F-test, and regression analysis.

Buy All-in-One, Excel SPC Software Now

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Customer Testimonials

Minitab Comparison

QI Macros FAQs

FREE Lean Six Sigma Course
& QI Macros 30-day Trial
Name:
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QI Macros 30-day Trial & FREE QI Macros Course
Name:
E-mail
 

QI Macros SPC Software for Excel
Or Buy It Now!
Unconditional
90-Day
Money-Back
Guarantee

The QI Macros for Excel $139, is an inexpensive easy to use set of Excel add-ins for statistical process control and Lean Six Sigma. It draws line, pie, bar, pareto, box whisker, histogram (Cp, Cpk), scatter and control charts (with stability analysis).

It contains over 70 fill in the blank templates such as the Ishikawa diagram, QFD, DOE, FMEA, PPAP, and Gage R&R for MSA. Performs ANOVA, t-test, F-test, and regression analysis.

Buy All-in-One, Excel SPC Software Now

Quantity Discounts

Customer Testimonials

Minitab Comparison

QI Macros FAQs

FREE Lean Six Sigma Course
& QI Macros 30-day Trial
Name:
E-mail