QI Macros User Guide
QI Macros User Guide
QI Macros
Excel 2000-2003
To Run a Chart using a Macro: 1. Select the data to be graphed. 2. Select the graph from the menu bar. 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.
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 Templates, Data Transformation, Capability Charts, Control Charts and Improvement Charts. Any menu item with an arrow to the right has a pull down menu of further options.
2. Templates SPC Charts, Flowcharts, Fishbones, Gage R&R, DOE & QFD, FMEA & PPAP, Value Stream Map 3. Statistics 4. Data 5. Wizards ANOVA, F test, t test, Chi Squared, Correlation, Regression, Sample Size Pivot Table Wizard, Count Words, Stack/Re-Stack Tables, Get Sample from Table, Paste/Link Transpose Chart, Control Chart, PivotTable and Statistics
Defects/Samples
Tips: Only select one column and row of labels. Each chart requires a certain number of columns of data to run properly: Required number of columns of data: 1 1 or more 2 2 or more Pareto XmR Scatter Box & Whisker Pie, Run Histogram Multivari c, np, XmR Freq Hist Levey Jennings EWMA u Chart XbarR Moving Avg Cusum p Chart XbarS 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 Wizard or the chart you want to run. 4. Answer the Prompts: Most charts will prompt you for titles and other information to complete the chart. 5. Review and Save Your Workbook: When the macro is done you will have a workbook with 3 sheets: your data, the chart and an intermediate spreadsheet where you can view the calculations. Don't forget to save your workbook. 2011 Jay Arthur 5 QI Macros
90% of common problems can be diagnosed with control charts, pareto charts, and Ishikawa diagrams. The QI Macros can be used to create all of these charts, graphs, forms and tools. Excel WorkbooksEntering your data. Other software packages make you transfer your Excel data into special tables, but not the QI Macros. Just put your data in a standard Excel worksheet. The simplest format for your data is usually one column of labels, and one or more columns of data.
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.
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. 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. 2011 Jay Arthur 6 QI Macros 2011 Jay Arthur 7 QI Macros
3. Click and drag the data labels into the appropriate area of the pivot table to get the summarization you want:
4. To change how the data is summarized, use the pivot table wizard or double click on the top left-hand cell. For online tutorials, Google "Excel Pivot Table". 5. Select labels and data tp draw charts using your data.
QI Macros
QI Macros
QI Macros Wizards
The QI Macros is the only Six Sigma SPC software that that provides Wizards to automatically choose charts based on your data. We have found that beginning and even experienced Six Sigma users aren't always sure what chart or tool to use. Because users select their data before they draw a chart or run a statistic, the QI Macros can easily determine the best charts, statistics or organization for the data. The QI Macros have several wizards to assist in choosing the right chart or statistic: Chart Wizard - chooses the right charts for your data: descriptive statistics, pareto charts, control charts, histograms, box and whisker charts, scatter charts, etc. Control Chart Wizard - chooses a control chart: c, np, p, u, XmR, XbarR, or XbarS. PivotTable Wizard - summarizes up to four columns of data. Statistics Wizard - to automate hypothesis testing: normality, F test, t test, ANOVA, etc. 1. Highlight the labels and data to be graphed, then click on the QI Macros menu and then select the appropriate wizard.
2. From the QI Macro Menu bar select Pareto Chart. If you have more than 9 data points, the macros will ask you how many bars you want before you summarize the miscellaneous ones into an "Other" bar. Input the number of bars and then click "OK."
2. The QI Macros Wizards will automatically draw all of the graphs or statistics required. The PivotTable will summarize the data based on the number of columns selected. 2011 Jay Arthur 10 QI Macros
If you want to add data, consider using the Pareto template instead of the macro. Watch video of a pareto chart being created at qimacros.com/qiwizard/pareto-chart-video.html 2011 Jay Arthur 11 QI Macros
12
QI Macros
13
QI Macros
Create a Histogram:
1. Make sure the cells are formatted to the correct decimal precision. Right click on cells and select 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 drag the mouse down to include just the data cells. Tip: Do NOT sort your data before running a histogram.
3. From the QI Macro Menu bar, select either the histogram 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.
4. Single Column of Data? If you select a single column of data, the histogram will prompt for subgroup size (default=1, but some gauges produce five samples per subgroup).
6. To move the USL or LSL arrows or text boxes: 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. 7. 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 change the # of bars, class width and beginning point.
For information about histogram calculations in the QI Macros, see qimacros.com/pdf/histogram-manual-calcs.pdf. Watch a video showing how to create a histogram at qimacros.com/qiwizard/histogram-video.html. 2011 Jay Arthur 14 QI Macros 2011 Jay Arthur 15 QI Macros
2. From the Control Charts Menu, select "c, np, p or u chart". The np chart will prompt for a sample size if you did not include it in your selection.
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: The SPC Quick Reference Card at qimacros.com/sustainaid.pdf Free article at qimacros.com/free-excel-tips/choosing-controlcharts.html The 1 hour SPC Simplified Training Video at qimacros.com/ spc-simplified-training-video.html 16 QI Macros
p and u charts can have UCL and LCL lines that vary with the sample size. See also: qimacros.com/control-charts/show-hide-sigma-lines.html qimacros.com/control-charts/p-and-u-chart-formats.html 2011 Jay Arthur 17 QI Macros
4. Next, the macro will draw the X chart. If the Range Chart looks stable and the X chart is stable, then the process is stable.
2. From the QI Macro Menu bar, select "XmR, XmR Median R, XmR Trend, XbarR, XbarS, or Xmedian Chart." The macro will create a new worksheet and begin calculating the X and R values, control limits, and averages. 3. The macro will first draw the Range Chart. If the R chart looks unstable, then the process is unstable.
5. From the File Menu, select Save to save the graph with your workbook.
For more information about control chart menu features see qimacros.com/qimacros-excel-tips.html#menu 2011 Jay Arthur 18 QI Macros 2011 Jay Arthur 19 QI Macros
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 Show Hide 1 and 2 sigma lines or p/u chart format. If you want to customize the stability and chart format rules even further, see qimacros.com/free-excel-tips/control-chart-rules.html. 2011 Jay Arthur 20 QI Macros
Analyze Stability: After you add new data, delete a point or show a process change you should rerun stability analysis. To do so, simply click on Analyze Stability on the chart tools menu.
21
QI Macros
2. Each template is made up of several worksheets (average, median, rolling, fixed, short run etc.) See further info and descriptions at qimacros.com/qiwizard/control-chart-template.html Just input your data in the yellow area and the points will be plotted on the chart as you enter them. You can also cut and paste into the yellow area or link the cells to another spreadsheet. Stability Analysis: Rerun stability analysis with the new limits. Recalculate Control Limits After you Add New Data (optional): Control limits are calculated with the data you selected when running the macro. If you want to recalculate control limits after you add new data: Add new data to the chart per previous instructions. Next, click on the 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 using all of your data including the new points. For more info about these features see qimacros.com/qimacros-excel-tips.html 2011 Jay Arthur 22 QI Macros 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 tools menu. Input the number of points you want to add. Delete a Point: simply delete the point from the input area. Show Process Change: enter the Excel row number corresponding to the data point where the Process Change occurred in the process change box to the right of the chart. Analyze Stability: click on the chart and then select Analyze Stability on the chart tools menu. 2011 Jay Arthur 23 QI Macros
Fill-in-the-Blank Templates:
The QI Macros contain 80 + templates including a balanced scorecard, flowcharts, fishbones, FMEA, QFD, DOE, GageR&R, 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 2007-2010: 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 2000 to 2003: Select VIEW-TOOLBARS- DRAWING. In Excel 2007-2010, select Insert, Shapes. Use Autoshapes to find more drawing shapes and to connect the boxes and diamonds as you would with any flowcharting tool.
Many templates including the Balanced Scorecard, FMEA, Gage R&R, DOE and PPAP Forms are really several different templates (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.
24
QI Macros
25
QI Macros
Create an Ishikawa:
Excel may not be the best tool to do this with, but you can easily draw Ishikawa diagrams with the drawing tools. 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/OptionsToolbars-Drawing.) In Excel 2007-2010, select Insert-Shapes. Use the Ellipse tool to circle root causes. Each line, box, text or circle is called an "object." Objects can be grouped together to form a single object or moved in front or behind each other using the Drawing Tool. To copy the fishbone and place it in another document, use Cntr+Shift + A to select all objects, then Edit-Copy. 2011 Jay Arthur 26 QI Macros 2. From the File Menu, select Save As to store the template under a new name. 3. Enter the "whats" and "hows" for the diagram. Insert columns and rows as required to expand the matrix. Then enter importance and interactions. 4. Excel 2000-2003: Select VIEW-TOOLBARS- DRAWING. Use Autoshapes to draw all competitor scores. For articles about QFD, go to www.qimacros.com/six-sigma-articles.html To sign up for our Six Sigma ezine, send an email to [email protected], Subject = "sign up" 2011 Jay Arthur 27
QI Macros
Create a GageR&R:
1. From the QI Macros, select Fill-in-the-blanks Templates, then DFSS, DOE, MSA. Choose the GageR&R template.
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 two measurement trials, on each part, by each appraiser. If you have references or specification tolerances, enter them. 4. Evaluate GageR&R, graphs, and data to identify where to 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) See free articles at qimacros.com/qimacros-excel-tips.html#msa or consider our Gage R&R whitepaper at qimacros.com/products.php 2011 Jay Arthur 28 QI Macros 4. Input your results into the yellow input area and observe the interactions. See the DOE article at qimacros.com/freelean-six-sigma-tips/design-of-experiments.html 2011 Jay Arthur 29 QI Macros
3. Use the +/- values in the orthogonal array to guide your test of every combination. In a two factor test it would be: High ++ (45 min & 375 degrees), Low - - (30 min & 325 degrees), In between + - (45 min & 325 degrees) and - + (30 min & 375 degrees).
Statistical Analysis
Six Sigma utilizes analysis tools like ANOVA, regression, and other tests. You can now access these tools through the QI Macros. 1. 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. 2. From the QI Macros, choose Stat Wizard to automatically analyze normality, variation and means. The Wizard will base it's analysis on the data selected. 3. Or from the QI Macros, choose ANOVA and Analysis Tools. A number of different statistical tools will be displayed. 4. Select the appropriate statistical analysis, and click OK. Answer any of the prompts (defaults are provided) and Excel will perform the analysis you've requested.
2. A template will open. Each template has an instructions sheet, a data input sheet, and a sheet for each available chart. 3. Input or cut and paste your data into the columns of the Data Sheet. Each column or set of columns creates a different chart. The XmR dashboard has cells for USL/LSL as well. 4. Now click on the sheet for the desired chart. You will see a chart created from the first data set. Click on the previous and next arrows to view charts for each data set. 5. If you want to create a dashboard with charts for all data sets, simply click on the Create Dashboards icon. 6. To add new data to the templates or the dashboard charts just add data to the Data Sheet and click on the Refresh Data icon.
For more help go to: qimacros.com/qiwizard/statistics-wizard-excel.html qimacros.com/qiwizard/hypothesis-testing-excel.html 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 qimacros.com/qiwizard/control-chart-dashboard.html QI Macros 2011 Jay Arthur 31 QI Macros
30
2. The QI Macros will prompt you for the graph title, and the X and Y Axis titles as appropriate.
Excel 2007-10: In Excel click on the office icon in the upper left corner, then Excel Options then Add ins on the left. Click on the arrow next to Manage and select Disabled Items. Click Go to see disabled items. If th QI Macros are disabled, enable them.
Technical Support
Most tech support questions are answered at: qimacros.com/ techsupport.html. If you're still having problems email your Excel file and problem to: [email protected]. Include the version number and service pack of Excel, and QI Macros version. You can also call our tech support line at 888 468 1537. Help is available Monday thru Friday 8:00 am to 5:00 pm Mountain time. QI Macros questions are free, however, there is an additional fee for SPC and Excel coaching and help. If you get Windows or Excel errors, check the Microsoft knowledge base at support.microsoft.com
Other Resources
QI Macros Help File - click on the QI Macros pull down menu and then Help to access the QI Macros Help File. Email [email protected] for a FREE supplemental course on the QI Macros. Disclaimer: These macros are not infallible. Given bad data, they will halt. Simply press Halt or Continue. 2011 Jay Arthur 34 QI Macros
Order Options:
Online: FAX: Call: Email: at qimacros.com/products.php POs to (888) 468-1536 or (303) 756-3107 (888) 468-1535 or (303) 757-2039 orders @qimacros.com
Tech Support: (888) 468-1537 or (303) 756-9144 or [email protected] KnowWare International Inc dba Lifestar 2253 S. Oneida St. Ste 3D Denver, CO 80224 2011 Jay Arthur 36 QI Macros