QI Macros

For All Versions of Excel 1997-2007

Table of Contents
QI Macros
Installation ..................................................................... 2
Data Transformation Tools and Format Tips ...... 6-9
Excel Charts (Line, Bar, Pie, Radar, Run) ................... 10

Pareto Chart .................... Ctrl+Shift+O ...................... 11

Scatter Chart ................... Ctrl+Shift+Z ........................ 12
Box&Whisker ................. Ctrl+Shift+W ..................... 13
Multi Vari ...................................................................... 13
Histogram ........................ Ctrl+Shift+H ...................... 14

Control Charts ............................................................ 16

Control Chart Wizard .................................................... 16
c, np, p, u Charts ............. Ctrl+Shift+c/n/p/u ............... 17
X Charts .......................... Ctrl+Shift+R/S/X ............... 18
Stability Rules ............................................................... 20
Control Chart Tools Menu ........................................... 21
Control Chart Templates ............................................... 23

Fill-In-The-Blank Templates ................................... 24

Flow Charts ................................................................... 25

Ishikawa (Cause-Effect) Diagrams .............................. 26

QFD, GageR&R and DOE ..................................... 27-29

Statistical Analysis Tools .......................................... 30

Control Chart Dashboards ........................................ 32

Trouble Shooting .................................................. 33-34

Customizing and Enhancements .............................. 35

© 2009 Jay Arthur 1 QI Macros

To Install the QI Macros: Excel 2007 Menu Options:
1. PC Standalone: Double click QI Macros setup.exe. If you Excel 2007 has a different user interface from previous versions of
have problems with your CD, email: [email protected]. Excel called "the ribbon." To simplify your life, we offer both an Excel
2. Macintosh: Copy the contents of the Excel Folder to Mi- 2007 ribbon interface and the Classic Excel 2003 menu. You will be
crosoft Office (98-04):Office:Startup:Excel (Excel 98 to 04). prompted to choose between the interfaces during installation.
Note: Excel 2008 does not support macros so only the fill-in-
the-blank templates will work with this Mac version of Excel. Excel 2007 Ribbon
3. Open Excel and look for QI Macros on the Excel Menu Bar. When properly installed the QI Macros will appear in the far right
If the QI Macros menu does not appear, see part of the ribbon.
www.qimacros.com/techsupport.html#NoMenu2002

Excel 97-2003 Click on QI Macros to reveal the QI Macros functions. If you look
from left to right you should see: Statistical Tools, Fill-In-The-Blanks
To Run a Chart using a Macro:
Templates, Data Transformation, Capability Charts, Control Charts
1. Select the data to be graphed.
and Improvement Charts. Any menu item with an arrow to the right
2. Select the graph from the menu bar.
has a pull down menu of further options.
3. Answer prompts for titles & other info.
To Open a Template:
1. Select Fill-In-The-Blank Templates.
2. Move your cursor over the sub menus and
select the desired template.
Classic 2003 Menu
Help,Technical Support & Other Resources While the new ribbon interface may be easier for new users to learn, it
Click on QI Macros, then Help to access the QI Macros help menu. can be challenging for those of us who have been using Excel for
Technical support - www.qimacros.com/techsupport.html years. So, to simplify the transition, we created a "classic Excel 2003
Frequently asked questions - www.qimacros.com/macrofaqs.html menu" with all of the Excel tools and buttons, as well as the QI
Overview Videos - www.qimacros.com/qimacros-video-tour.htm Macros Pull Down Menu. To access this menu click on QI Macros
Sign up for FREE Lessons On Line to supplement this user guide and the following will appear:
by emailing [email protected]. Subject = "sign up"

About this User Guide

This booklet covers use of the QI Macros. It will not cover Excel, Click on QI Macros to access its functions and other menu items to
SPC, or Six Sigma. See www.qimacros.com for other resources access Excels functions the way you did in previous versions of Excel.
addressing these topics.

© 2009 Jay Arthur 2 QI Macros © 2009 Jay Arthur 3 QI Macros

Tools in the QI Macros Run a Macro using the Menus
Introduction 1. Input your Data into an Excel Worksheet: The simplest
format for your data is usually one column and one row of
The QI Macros SPC Software for Excel consists of five parts. labels, and one or more columns of data (e.g., samples).
Date/Labels

Defects/Samples

5. Control Chart Dashboards - see page 32

90% of common problems can be diagnosed with line graphs, Tips: Only select one column and row of labels. Each chart
pareto charts, and Ishikawa diagrams. The QI Macros can be requires a certain number of columns of data to run properly:
used to create all of these charts, graphs, forms and tools.
Required number of columns of data:
Excel Workbooks—Entering your data. 1 1 or more 2 2 or more
Other software packages make you transfer your Excel data into Pareto Line, Bar Scatter Box & Whisker
special tables, but not the QI Macros. Just put your data in a standard Pie, Run Histogram Multivari
Excel worksheet. The simplest format for your data is usually one c, np, XmR Freq Hist
column of labels, and one or more columns of data. Levey Jennings EWMA u Chart XbarR
Moving Avg Cusum p Chart XandS
Dot Plot XmedianR Hotelling Matrix Plot

2. Select Your Data: Use your mouse to click-and-drag to select

the data you want to graph. (Hint: don't select the whole column
or row, just the cells you want to graph.)
3. Select Your Chart: Click on the QI Macros pull-down menu
and select the chart you want to run.
Sample Data: The QI Macros loads sample data on your 4. Answer the Prompts: Most charts will prompt you for titles
computer at c:\qimacros\testdata. There is sample data for each and other information to complete the chart.
chart. Use this data for examples of how to set up your data and to 5. Review and Save Your Workbook: When the macro is done
practice running charts. you will have a workbook with 3 sheets: your data, the chart
and an intermediate spreadsheet where you can view the
Watch "how to videos" for many QI Macros tools at
calculations. Don't forget to save your workbook.
www.qimacros.com/qimacros-video-tour.htm

© 2009 Jay Arthur 4 QI Macros © 2009 Jay Arthur 5 QI Macros

 Data Format & Selection Tips Common Error Messages:
1. To highlight cells from different columns (as shown). Click Many charts require more than one column of data. If you only select
on the top left cell and drag the mouse down to include the cells one column of data and then select one of these charts you will
in the first row or column. Then, hold down the Control Key, receive the following error message.
while clicking and highlighting the additional rows or columns.

The u chart assumes that your defects column is to the left of your
sample size column. If the columns are reversed (larger #s on the
left), the macros will ask you if the left column is the sample size.

2. You may also use data in horizontal rows. Click on the top
left cell and drag the mouse down and right to include the cells in
the horizontal rows.
Formatting Excel Charts:
Once you create a chart, you can use any of Excel's menus and
commands to enhance or format your chart. Just select the item to
format and then right click to view the options available.
3. Numeric data and decimal precision: Excel formats most
Add Text boxes, arrows or other - Use Excels drawing toolbar to
numbers as "General" not "Number". If you do not specify the
add text boxes, arrows or other symbols to your chart. To view the
format for your data, Excel will choose one for you. To get the
drawing toolbar, select View/Toolbars/Drawing. The drawing toolbar
desired precision, select your data, choose Format-Cells-
usually appears on the bottom of the worksheet.
Number and specify the number of decimals:

Put two charts on the same worksheet - Click on your chart, then
select Edit, Copy. Then click in the destination worksheet and select
Edit, Paste Special, Paste Link.
For Other Chart Options - Click on the Chart pull down menu.
See www.qimacros.com/free-excel-tips/format-charts.html for further
information on how to format your charts.

© 2009 Jay Arthur 6 QI Macros © 2009 Jay Arthur 7 QI Macros

 Data Transformation Tools Summarize Your Data
The QI Macros only draw graphs; they won't summarize your
The QI Macros Data Transformation Tools help you analyze your
data. The Cross Tab Tool or Excel's Pivot Table tool will help you
data and reorganize it to run a chart.
summarize your data just about any way you want.
Stack/Restack increases or decreases the number of columns your 1. Select the labels and data to be summarized, in this case,
data is organized into. It can take one column of data and "stack" it individual event codes by region.
into multiple columns or it can take multiple columns of data and Many processes and gages produce one
restack it into one column. It can also convert 2 columns to 3 or 4 code or measurement each time an event
columns to 2, etc. Just select your data, then click on stack restack happens. These often need to be summa-
and answer the prompt about how many new columns you desire. rized to simplify your analysis.

Get Sample selects a sample from a table of data. Select the data, 2. From Excel's pull-down menu, choose: Data-Pivot Table.
then select Get Sample. The macro will prompt you for the # of Follow the Pivot-Table Wizard until you get a screen like one of
samples and whether you want a Random or Periodic sample. A these:
periodic sample of 3 will give you every 3rd item from your data.

Paste Link/ Paste Link Transpose: Excel lets you paste link and
paste transpose but it doesn't let you do both at the same time. Use
these functions to link your data to a QI Macros fill-in-the-blanks
template. Update your data sheet and the template and chart are 3. Click and drag the data labels into the appropriate area of
automatically updated. Use these function to build dashboards. the pivot table to get the summarization you want:

Box Cox Transformation multiplies the selected data by a trans-

formation factor. The purpose is to transform non-normal data into
data that is closer to normal.

Count Words in a Table will count the number of times a word or

two word phrase appears in your data.

Cross Tab Pivot Table Wizard makes it easier to run Pivot tables. 4. To change how the data is summarized, use the pivot table
Just select up to 4 columns of data and select the wizard. wizard or double click on the top left-hand cell. For online
tutorials, Google "Excel Pivot Table".
See www.qimacros.com/free-excel-tips/data-transformation.html for
5. Select labels and totals, and draw charts using your summa-
further information on these tools.
rized data.

© 2009 Jay Arthur 8 QI Macros © 2009 Jay Arthur 9 QI Macros

 Create Excel Charts: Create a Pareto Chart:
Excel's chart wizard enables you to run various charts. We have 1. Highlight the labels and data to be graphed (as shown):
taken the most popular of these and made them easier to use. To labels in the left-hand column, data in the right-hand column.
run a line, bar, pie, spider (radar) or line column chart:
1. Highlight the labels and data to be graphed, then click on the QI
Macros pull down menu, Excel Charts and then select the Pareto charts are a combination
chart you want to run. line chart and bar graph. They
help narrow your focus to
simplify problem solving.

2. From the QI Macro Menu bar select Pareto Chart. If you

have more than 9 data points, the macros will ask if you want to
summarize the miscellaneous ones into an "Other" bar. Click
on Yes to summarize and No to show each data point as a
2. The QI Macros will prompt you for the graph title, and the X separate bar.
and Y Axis titles as appropriate.

Sample Pareto chart with an "Other" Bar.

Line graphs showing

defects or delay are the
key first step of any
problem solution.

Create Run Charts

A run chart is a line graph of your data and an additional line repre- If you want to add data, consider using the Pareto template instead
senting the average or median of your data. Create a run chart by of the macro. Watch video of a pareto chart being created at
selecting your data and selecting run chart from the QI Mac- www.qimacros.com/qiwizard/pareto-chart-video.html
ros pull down menu, then select Average or Median.

© 2009 Jay Arthur 10 QI Macros © 2009 Jay Arthur 11 QI Macros

Create a Scatter Chart: Create a Box &Whisker:
1. Highlight the labels and data to be graphed.
1. Highlight the labels and data to be graphed.
Box and Whisker
Scatter charts can help confirm your
plots help show the
suspicions about cause and effects. This chart requires
dispersion of data
2 or more columns
Scatter charts require two columns of over time. Each bar
of data.
data. is like a histogram
turned on its side.
If R2 >.8, most statistics books imply
there is a strong correlation.
2. From the QI Macro Menu bar select Box and Whisker.
The Box and Whisker macro will ask whether your data is
2. From the QI Macro Menu bar select "Scatter Diagram." grouped in rows or columns. The data above has 18 rows and 4
3. The macro will create a columns.
scatter diagram with y and Graph if select by Rows Graph if select by columns
R2 metrics. Other metrics can
be found on the scatter data
worksheet.
Watch video at qimacros.com/
qiwizard/scatter-plot-video.html

Create a Matrix Plot:

You can also use a Matrix Plot to evaluate the correlation and cause
Create a Multivari Chart:
effect between two or more variables. The Multivari Chart summarizes data based on labels (A:C)
and plots the averages and data points:

© 2009 Jay Arthur 12 QI Macros © 2009 Jay Arthur 13 QI Macros

 Create a Histogram: 4. Then, the macro will draw the graph for you.

1. Make sure the cells are formatted to the correct decimal

precision. From Format-Cells, select Number and specify the
number of decimal places you want.

2. Highlight the labels and data to be graphed (a minimum of

20 data points is recommended). Click on the top data cell and 5. To move the USL or LSL arrows or text boxes:
drag the mouse down to include just the data cells. Tip: Do
NOT sort your data before running a histogram. Arrows: Click on each arrow and drag it to the appropriate
position. To extend an arrow, click on it, then click on the
handle at either end and extend the arrow.
Text: Click on each text box and drag it to sit on top or
beside its corresponding arrow.
6. To revise the process capability analysis, switch to the
Histdata sheet and change the upper and/or lower specification
limits. Excel will recalculate Cp ,Cpk and other metrics and
update the contents of the text boxes on the chart. You can also
3. From the QI Macro Menu bar, select either the histo- change the approximate number of bars used on a chart.
gram or frequency histogram. You will be prompted for
upper and lower spec limits and the approximate # of bars to
display. Click OK to use the defaults or enter your own. For
one-sided or unilateral histograms, click Cancel if there is no
USL or LSL.
For information about histogram calculations in the QI Macros, see
www.qimacros.com/pdf/histogram-manual-calcs.pdf.
Watch a video showing how to create a histogram at
www.qimacros.com/qiwizard/histogram-video.html.

© 2009 Jay Arthur 14 QI Macros © 2009 Jay Arthur 15 QI Macros

 Control Chart Wizard: Create a c, np, p or u Chart:
Choosing the right chart depends on your data–attribute Attribute charts track the number of defects in a sample.
(counted) or variable (measured)–and the sample size. 1. Highlight the labels and data to be graphed (as shown).
Number in Sample
Type of data 1 2-or-more Varies c or np charts p charts u charts
Fraction Defective np p
Number of defects c u
Time, length, weight, $ XmR XbarR
(Measured) XandS XandS
You can select the chart yourself or let the Control Chart
Wizard analyze your data and select it for you.
To use the Control Chart Wizard:
1. Highlight the labels and data to be graphed. From the QI 2. From the Control Charts Menu, select "c, np, p or u
Macro Menu bar, select Control Chart Wizard. chart". The np chart will prompt for a sample size if you did
not include it in your selection.
2. The wizard will analyze your data and select the correct chart for
you. If it needs to determine between a p and a u chart it will
prompt you to answer the following question:
c or np charts have
straight UCL and
LCL.

If you answer No, it will run a p chart. If you answer Yes, it will
run a u chart.
Resources for selecting your own chart include: p and u charts can
have UCL and
• The SPC Quick Reference Card at qimacros.com/sustainaid.pdf LCL lines that vary
• Free article at qimacros.com/free-excel-tips/choosing-control- with the sample
charts.html size.
• The 1 hour SPC Simplified Training Video at qimacros.com/
spc-simplified-training-video.html 3. Answer the prompts for chart and x and y axis titles.

© 2009 Jay Arthur 16 QI Macros © 2009 Jay Arthur 17 QI Macros

 4. Next, the macro will draw the X chart. If the Range Chart
Create X and R Charts: looks stable and the X chart is stable, then the process is stable.
An X chart shows process performance using continuous data
(i.e., time, length, weight, money, etc.)
1. Highlight the labels and data to be graphed. You will need
20 or more data points to get a good graph. Your data should
look like this:
XmR XbarR and XbarS

5. From the File Menu, select Save to save the graph with
your workbook.
2. From the QI Macro Menu bar, select "XmR, XmR
Trend, XbarR, XbarS, or Xmedian Chart." The macro will
create a new worksheet and begin calculating the X and R Create Stair Step Limits:
values, control limits, and averages. Before you run any control chart you can insert a blank row in your
3. The macro will first draw the Range Chart. If the R chart data where you know a process change occurred, the QI Macros will
looks unstable, then the process is unstable. calculate separate UCLs and LCLs for each group of data giving you
"stair-step" control limits.

For more information and videos about control chart features see
www.qimacros.com/lessons/qimacros5.html

© 2009 Jay Arthur 18 QI Macros © 2009 Jay Arthur 19 QI Macros

Control Chart Stability Rules Control Chart Tools Menu
When you run a control chart, the QI Macros will show unstable points After you run a control chart, the QI Macros give you additional tools to
and conditions in red. They will also show 1 and 2 sigma lines for help update and analyze your data using the Chart Tools menu.
evaluating stability. The QI Macros use stability rules defined in Chart Tools menu in Excel 2007: After you run a chart, the Chart
Montgomery's Introduction to Statistical Quality Control 4th edition. Tools menu below should be visible. If it is not, click on the chart then
You can change the sigma lines, stability rules or p/u chart limit formats on Chart Tools (just above the QI Macros). Note you must be in a
(flat vs wavy) as follows: chart to view this menu.
1. Click on the QI Macros Menu, then Control Charts then
Control Chart Rules.

Control Chart Tools in earlier versions of Excel: While in a chart,

just click on QI Macros to view the chart tools menu.
2. Click on the stability rules you want to use. The stability
rules for each selection are:

Add Data to Control Charts: Click on the chart data worksheet (i.e.
cdata) and add your new data points. Then go to the chart and click on
the chart tools menu and Add Data to Control Charts. Enter the number
of rows to add and click OK.
3. To hide sigma lines or change p/u chart formats click on the
appropriate selection.
4. Any changes you make will be saved to the QI Macros and
will be applied to all of the charts you run. To change the rules
back, simply click on Control Chart Rules and select Default rules or Analyze Stability: After you add new data, delete a point or show a
Show Hide 1 and 2 sigma lines or p/u chart format. If you want to process change you should rerun stability analysis. To do so, simply
customize the stability and chart format rules even further, see click on Analyze Stability on the chart tools menu.
www.qimacros.com/free-excel-tips/control-chart-rules.html.

© 2009 Jay Arthur 20 QI Macros © 2009 Jay Arthur 21 QI Macros

Control Chart Tools Menu Control Chart Templates
Delete Point: Deletes a point from a control chart and the calculations. You can also use Fill-in-the-blanks templates to create control charts.
Ghost Point: Deletes a point from the calculations but leaves it on the 1. Click on the QI Macros Menu, Fill-In-The-Blanks Templates and
chart. then SPC Charts. Then select the desired template.
While these are not usually recommended, they can be done by clicking 2. The QI Macros will open the template. Just input your data in the
on an individual data point, then on the chart tools menu and then Delete yellow area and the points will be plotted on the chart to the right as
or Ghost Point. Make sure you rerun stability analysis. you enter them. You can also cut and paste into the yellow area or
link the cells to another spreadsheet.
Show Process Change : On the chart click on the point where the
process change occurred. Now click on the tools menu and select
Show Process Change. The macros will calculate a new set of control
limits starting at the point you selected. The UCL, CL and LCL values
will be updated to show the new limits.

Add New Data: Templates default to 50 data points. To add more

points, copy down the formulas (they are hidden behind the charts), then
click on the chart and select Add Data to Control Charts on the chart
Don't forget to rerun stability analysis with the new limits. tools menu. Input the number of points you want to add.
Recalculate Control Limits After you Add New Data (optional): Delete a Point: simply delete the point from the input area.
Control limits are calculated with the data you selected when running the
Show Process Change: enter the Excel row number corresponding to
macro. If you want to recalculate control limits after you add new data:
the data point where the Process Change occurred in the process
Add new data to the chart per previous instructions. Next, click on the
change box to the right of the chart.
first data point on the chart and select Show Process change on the
menu. Since this function recalculates control limits using the point
selected and every point to the right, it will recalculate your control limits
Analyze Stability: click on the chart and then select Analyze Stability
using all of your data including the new points. For more info and videos
on the chart tools menu.
about these features see www.qimacros.com/lessons/qimacros5.html.

© 2009 Jay Arthur 22 QI Macros © 2009 Jay Arthur 23 QI Macros

Fill-in-the-Blank Templates: Create a Flow Chart:
1. The first step of managing any process is to define its flow.
The QI Macros contain 80 + templates including a balanced
Select Fill-in-the-Blanks Templates, Flowcharts and Fishbones,
scorecard, flowcharts, fishbones, FMEA, QFD, DOE, GageR&R,
then choose the Flow Chart template.
PPAP, Value Stream Mapping, Time Tracking and more. There are
also templates for most charts including control charts, histograms,
scatter, box whisker and pareto charts.
Fill-In-the-Blanks Templates in Excel 2007: Click on QI
Macros, then look for Fill-in-the-Blanks Templates. Click on each
sub menu to get a list of templates in that category.

Fill-In-the-Blanks Templates in other versions of Excel: From

the QI Macro Menu bar, choose Fill-In-The-Blank-Templates.
Then choose a sub menu to get a list of templates in that category. 2. From the File Menu, select Save As to store the template
under a new name.
3. Copy and paste the existing text, boxes, diamonds and arrows
to create your flow chart. Change the text.
4. Excel 97 to 2003: Select VIEW-TOOLBARS- DRAWING. In
Excel 2007, select Insert, Shapes. Use Autoshapes to find more
Many templates including the Balanced Scorecard, FMEA, Gage
drawing shapes and to connect the boxes and diamonds as you
R&R, DOE and PPAP Forms are really several different templates
would with any flowcharting tool.
(worksheets) in one workbook. To access each worksheet just
click on the worksheet tab.

Our Six Sigma Ezine archives contain articles about many of these
tools at qimacros.com/six-sigma-articles.html.

© 2009 Jay Arthur 24 QI Macros © 2009 Jay Arthur 25 QI Macros

Create an Ishikawa: Create a QFD Template:
Excel may not be the best tool to do this with, but you can easily 1. From the QI Macros, select Fill-in-the-blanks Templates,
draw Ishikawa diagrams with the drawing tools. then DFSS. Choose the QFD House of Quality.
1. Select Fill-in-the-Blanks Templates, Flowcharts and
Fishbones, then choose the Ishikawa, or fishbone diagram.

How

What
2. From the File Menu, select Save As to store the template
under a new name.
3. Use the text and arrow tools from the Drawing Tool Bar to add
arrows and causes. (To see the tool bar, select: View/Options- 2. From the File Menu, select Save As to store the template
Toolbars-Drawing.) In Excel 2007, select Insert then Shapes. under a new name.
3. Enter the "whats" and "hows" for the diagram. Insert
Use the Ellipse tool to circle root causes. columns and rows as required to expand the matrix. Then enter
importance and interactions.
Each line, box, text or circle is called an
"object." Objects can be grouped 4. Excel 97 and newer versions: Select VIEW-TOOLBARS-
together to form a single object or DRAWING. Use Autoshapes to draw all competitor scores.
moved in front or behind each other For articles about QFD, go to
using the Drawing Tool. To copy the www.qimacros.com/six-sigma-articles.html
fishbone and place it in another docu-
ment, use Cntr+Shift + A to select all To sign up for our Six Sigma ezine, send an email to six-sigma-
objects, then Edit-Copy. [email protected], Subject = "sign up"

© 2009 Jay Arthur 26 QI Macros © 2009 Jay Arthur 27 QI Macros

 Create a GageR&R: Design of Experiments (DOE):
1. From the QI Macros, select Fill-in-the-blanks Templates, DOE can help you shorten the time and effort required to
then DFSS, DOE, MSA. Choose the GageR&R template. discover the optimal conditions to produce Six Sigma quality in
your product or service.

1. On the Fill-In-The-Blank Templates menu select DFSS,

then DOE. Next select the Taguchi or Plackett Burman
template you want to use.
2. Input your factors and the low-high settings for each factor. In a
two factor test it might be: Time: 30 minutes & 45 minutes and
Temperature: 325 degrees and 375 degrees.

2. From the File Menu, select Save As to store the template.

3. To conduct a study you'll need: five to ten of the same part
from one batch or lot (these must span the range or tolerance you
are trying to measure), at least two appraisers and a minimum of 3. Use the +/- values in the orthogonal array to guide your
two measurement trials, on each part, by each appraiser. If you test of every combination. In a two factor test it would be:
have references or specification tolerances, enter them. High ++ (45 min & 375 degrees), Low - - (30 min & 325
degrees), In between + - (45 min & 325 degrees) and - + (30
4. Evaluate GageR&R, graphs, and data to identify where to
min & 375 degrees).
improve your measurement system.
Gage R&R System Acceptability
„ % R&R<10% - Gage System is Okay (Most variation caused by
parts, not people or equipment)
„ % R&R<30% - May be acceptable based on importance of
application and cost of gage or repair
„ % R&R>30% - Gage system needs improvement
(People and equipment cause over 1/3 of variation) 4. Input your results into the yellow input area and observe
the interactions.See the DOE article at qimacros.com/six-
See free article at qimacros.com/six-sigma-articles.html or consider
sigma-articles.html.
our Gage R&R whitepaper at www.qimacros.com/products.php

© 2009 Jay Arthur 28 QI Macros © 2009 Jay Arthur 29 QI Macros

 Statistical Analysis Sample Size Calculator
Six Sigma utilizes analysis tools like ANOVA, regression, and other When evaluating incoming material or outgoing product, you may
tests. You can now access these tools through the QI Macros. want to determine how many samples are necessary to accurately
1. To use these tools, you must first activate the Analysis predict the quality of the product. To do this, use the sample size
ToolPak add-in. To do this, click on Tools: Add-ins, and calculator in the QI Macros.
check the Analysis ToolPak. You only need to do this once.
1. From Anova and Analysis Tools select the Sample Size
Calculator. The following template will open:

2. Select data for analysis. Some tools, like Anova can take
many columns. Others, like regression use two columns. A few
only use one column. Data must be in columns for these tools to
work. See c:qimacros/testdata/anova for examples.
3. From the QI Macros, choose
ANOVA and Analysis Tools. A
number of different statistical
tools will be displayed.

4. Select the appropriate statisti- 2. Input your desired confidence level (usually 95%), confidence
cal analysis, and click OK. interval (+ accuracy), standard deviation (estimate as high-low
Answer any of the prompts value/6), and population size (if known).
(defaults are provided) and Excel
will perform the analysis you've
requested. 3. The sample size calculator will compute the number of samples
necessary to achieve your desired confidence. Sample sizes are
given if population is known or unknown. Sample sizes are also
given for attribute vs variable data.

For more help go to:

For more information on selecting sample sizes see our free article at
qimacros.com/qiwizard/hypothesis-testing-excel.html www.qimacros.com/sixsigmaezines/sample-size.html

© 2009 Jay Arthur 30 QI Macros © 2009 Jay Arthur 31 QI Macros

Control Chart Dashboards Trouble Shooting
These new templates will automatically create control chart dash- Users have three types of questions when using the QIMacros:
boards for you. 1. Statistical Process Control questions like: What chart should I
1. Click on the QI Macros menu (see below examples) and select use? Most of these are answered on our website at
Control Chart dashboards. Then select the XmR or c, np, p u qimacros.com/spcfaq.html or email us your data and we'll help
dashboard. you pick the right chart.
Excel 97 to 2003 Excel 2007 Classic Excel 2007 Ribbon 2. Excel questions like: How do I enter my data? Why don't I get
the right number of decimal places? and so on. Most of these are
answered at qimacros.com/excelfaq.html.
3. QI Macros/Excel/Windows Support issues. Most of these are
answered at: qimacros.com/techsupport.html.
If you get Windows or Excel errors, you may have lost or
corrupted an Excel file (e.g., .dll). You may have to reinstall Excel
2. A template will open. Each template has an instructions sheet, a to clear the problem. To find out if your problem is a Microsoft
data input sheet, and a sheet for each available chart. problem, check their knowledge base at support.microsoft.com
3. Input or cut and paste your data into the columns of the Data for Excel/Windows issues.
Sheet. Each column or set of columns creates a different chart. QI Macros questions are free, however, there is an additional
4. Now click on the sheet for the desired chart. You will see a chart fee for SPC and Excel coaching and help.
created from the first data set. Click on the previous and next Here are some common issues:
arrows to view charts for each data set.
„ How do I set up my data? See examples in
c:\qimacros\testdata.
5. If you want to create a dashboard with charts for all data sets, „ Decimal points (e.g., .02): Excel stores most numbers as
simply click on the Create Dashboards icon. General format. To get greater precision simply select your data
and go to FORMAT-CELLS-Number to specify the number of
6. To add new data to the templates or the dashboard charts just decimals. Then run your chart.
add data to the Data Sheet and click on the Refresh Data icon.

7. To analyze stability on any of the charts, click on the chart and

then select Analyze Stability from the QI Macros chart menu.
See also www.qimacros.com/qiwizard/control-chart-dashboard.html

© 2009 Jay Arthur 32 QI Macros © 2009 Jay Arthur 33 QI Macros

 „ Headers shown as data. Are your headers numeric? If so,
you need to put an apostrophe (') in front of each heading.
Customizing & Enhancements
„ No data (one cell), too much data (entire columns/rows), The QI Macros are written in VBA. We can create custom versions
or the wrong data selected. Are just the essential data cells of the QI Macros for you. Just let us know what you need and we will
highlighted? send you a free quote.
„ Data in Text format. Are your numbers left aligned? To Simple Turnkey Systems in Excel
convert to numbers, simply, put the number 1 in a blank cell, Is there something you want to do in Excel, but you just don't have time
select EDIT-COPY, then select your data and choose PASTE- to figure it out? Is there something the macros could do to help you
SPECIAL-MULTIPLY. make analysis more easy?
„ Hidden rows or columns of data. Users sometimes "hide" a
Here are just a few of the applications we've developed for other
column or row of data in Excel (e.g., Columns show A, B, then
clients in Microsoft Excel:
F). If you select A-F, you get all the hidden data too!
„ Hospital Bed Management System
„ Macro Error at Cell ... or Run Time Error... These mes-
sages mean there is a problem with your data. Either your „ Emergency Dept LOS tool
header looks like data, your data looks like text or you have „ Customer Wait Time Tracking
selected blank cells. „ Measurement Dashboards
„ To uninstall the Macros: Delete the following in Excel's „ Automated roll-up of various data and charts
startup folder at c:Programfiles/Microsoft Office/Office(10, 11,
For a free quote, send your Excel data and charts to
12)/XLStart: QI Templates folder, qimacros.xla file and the
[email protected]. Describe what you want to accomplish and we
QIMacrosUI.xlam file (Excel 2007 only.)
will send you a free estimate.
Technical Support Fill in the Blanks Dashboards Systems. These systems contain a
QI Macros Help File - click on the QI Macros pull down menu place to define your measures and color coding criteria, a data entry
and then Help to access the QI Macros Help File. sheet, a color coded scorecard and a dashboard with control charts.
If you're still having problems check out www.qimacros.com/ See our 10, 20 and 30 measure dashboard systems at
techsupport.html or Email your Excel file and problem to: www.qimacros.com/dashboard-scorecard-for-excel.html.
[email protected]. Include the version number and Lean Six Sigma, SPC or QI Macros On-site Workshops Con-
service pack of Excel, and Windows, or MacOS. sider bringing Jay on-site to train your employees and coworkers. Call
Email [email protected] for a FREE supplemental (888) 468-1537 to schedule a class or view these pages for further
course on the QI Macros. information:
QI Macros One Day Worksop - qimacros.com/qimacros-training.html
Disclaimer: These macros are not infallible. Given the wrong data,
they will halt. Simply press Halt or Continue. Lean Six Sigma One Day Workshop - qimacros.com/lean-six-sigma-
workshop.html

© 2009 Jay Arthur 34 QI Macros © 2009 Jay Arthur 35 QI Macros

 QI Macros Order Form:
Qty Six Sigma & SPC Resources S&H Price Total
QI Macros for Excel (#230) $8 $139
QI Macros Training CD-ROM (#237) $6 $49.95
Six Sigma Tools Book (#239 66 pgs.) $6 $19.95
QI Macros Starter Kit (all above) $10 $197
SPC Simplified Book (#215 76 pgs.) $6 $29.95
SPC Video DVD - Healthcare/Mfg $10 $97
SPC Simplified System (all above) $10 $297
Lean Simplified Video -1 DVD (#262) $10 $97
Six Sigma Simplified Book (#205) $6 $29.95
Six Sigma Video 2-DVD,116min (#265) $10 $197
Complete 6σ σ System (includes A/V) $15 $675
S&H (U.S.) add $2 for each addtl item
Total
_____ I've enclosed my check, Visa, or MC. I understand that if I am not
completely satisfied, I may return any product for a complete refund. 90
Day Money-back guarantee!
Order online and download immediately at www.qimacros.com
FAX: (888) 468-1536 or (303) 753-9675
Orders: (888) 468-1535 or (303) 757-2039
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© 2009 Jay Arthur 36 QI Macros