How to Perform a Design of Experiments

For simplicity, let's assume you are writing a cookbook and want to find the best directions for baking a cake (which is similar to baking paint on a car finish). You can save time by performing a design of experiments test.

First, determine the "factors" you want to test and establish the high-low settings for each factor in your study. Let's suppose you have four factors (a four factor experiment):

  1. Pan shape: Round (low) vs square (high) pan
  2. Ingredients: 2 vs 3 cups of flour
  3. Oven temperature: 325 vs 375 degrees
  4. Cooking Time: 30 vs 45 minutes

Let's say that you'll rank each resulting cake on a 1-10 scale for overall quality.

You then use the +/- values in the orthogonal array to perform a test of every combination (16 total):

  • High: all high values (+ + + + = square pan, 3 cups, 375 degrees, 45 minutes)
  • Low: all low values (- - - - = round pan, 2 cups, 325 degrees, 30 minutes)
  • In Between: every other combination ("+ + + -", "+ + - -", and so on).

To optimize your results, you might want to run more than one test of each combination. Then you just plug your data into a DOE template (Taguchi or Plackett-Burman format) like the one in the QI Macros and observe the interactions.

Here is a sample of the QI Macros L8 Taguchi Template

  • Input areas are shaded yellow for easy identification.
  • The four factors are input in rows 3 to 6.
  • The red outline shows the combination of factors that will be used for each of the 8 trials.
  • The results (responses) for each trial (rating cake quality on a scale of 1 to 10) are input in columns J thru S in the responses section. The number of columns used depends on the number of times you choose to replicate each trial. If you test each combination only once then you would only complete the cells in column J.

how to perform a design of experiments using the QI Macros doe templates in excel

Create an Input Table

If you have a hard time keeping track of the trial combinations (i.e. - + + -) then you can create an input table that is easier to follow. Just click on the "Create Input Table" button. It will prompt you for the number of replications you want:

number of replications prompt in QI Macros design of experiments template

Answer the prompt and a new sheet will be created with the Input Table:

doe input table in QI Macros design of experiments template

After you have populated the responses column in the Design of Experiments template, you can also use the Create Input Table to create an Input sheet summarizing the responses for Regression Analysis.

Here is the Same Example using a Full-Factorial

Input Table with Ratings in column R

Full Factorial Cake Example

Analysis of Major Effects

DOE Analysis of Effects

Plots of Factors Low-to-High

Factors for DOE Low-High

Analysis of Major Interactions

DOE Interaction Plots

Design of Experiments Service Example:

You can even perform a design of experiments test in the service industries. People who send direct mail rigorously tally their results from each mailing. They will test one headline against another headline, one sales proposition against another, or one list of prospects against another list, but they usually only do one test at a time. What if you can't wait? By performing a Design of Experiments, you could test all of these factors simultaneously. Design your experiment as follows:
  1. Headline: Headline #1 (high), Headline #2 (low)
  2. Sales proposition: Benefit #1 (high), Benefit #2 (low)
  3. List: List #1 (high), List #2 (low)
  4. Guarantee: Unconditional (high), 90 days (low)

This way you might find that headline #1 works best for list #2 and vice versa. You might find that one headline works best with one benefit.

Performing a Design of Experiments can help you shorten the time and effort required to discover the optimal conditions to produce Six Sigma quality in your delivered product or service. Don't let the +/- arrays baffle you. Just pick 2, 3, or 4 factors, pick sensible high/low values, and design a set of experiments to determine which factors and settings give the best results.

Start with a 2-factor and work your way up. Have fun! It's just not that hard, especially with the right software.

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