QI Macros User Guide

© 2010 Jay Arthur 1 QI Macros

QI MacrosFor All Versions of Excel 1997-2007

Table of ContentsQI Macros

Installation ..................................................................... 2

Data Transformation Tools and Format Tips ...... 6-9

Excel Charts (Line, Bar, Pie, Radar, Run) ................... 10

Pareto Chart ................................................................. 11Scatter Chart .................................................................12

Box&Whisker .............................................................. 13Multi Vari ...................................................................... 13Histogram ..................................................................... 14

Control Charts ............................................................ 16Control Chart Wizard ....................................................16c, np, p, u Charts ........................................................... 17X Charts ....................................................................... 18Stability Rules ............................................................... 20Control Chart Tools Menu ........................................... 21Control 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

© 2010 Jay Arthur 3 QI Macros© 2010 Jay Arthur 2 QI Macros

Excel 2007 Menu Options:Excel 2007 has a different user interface from previous versions ofExcel called "the ribbon." To simplify your life, we offer both an Excel2007 ribbon interface and the Classic Excel 2003 menu. You will beprompted to choose between the interfaces during installation.

Excel 2007 RibbonWhen properly installed the QI Macros will appear in the far rightpart of the ribbon.

Click on QI Macros to reveal the QI Macros functions. If you lookfrom left to right you should see: Statistical Tools, Fill-In-The-BlanksTemplates, Data Transformation, Capability Charts, Control Chartsand Improvement Charts. Any menu item with an arrow to the righthas a pull down menu of further options.

Classic 2003 MenuWhile the new ribbon interface may be easier for new users to learn, itcan be challenging for those of us who have been using Excel foryears. So, to simplify the transition, we created a "classic Excel 2003menu" with all of the Excel tools and buttons, as well as the QIMacros Pull Down Menu. To access this menu click on QI Macrosand the following will appear:

Click on QI Macros to access its functions and other menu items toaccess Excels functions the way you did in previous versions of Excel.

To Install the QI Macros:1. PC Standalone: Double click QI Macros setup.exe. If you

have problems with your CD, email: [email protected].

2. Macintosh: Copy the contents of the Excel Folder to Mi-crosoft Office (98-04):Office:Startup:Excel (Excel 98 to 04).Note: Excel 2008 does not support macros so only the fill-in-the-blank templates will work with this version of Excel.

3. Open Excel and look for QI Macros on Excel's Menu Bar orRibbon. If the QI Macros menu does not appear, seewww.qimacros.com/techsupport.html#NoMenu2002

Excel 97-2003To 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 andselect the desired template.

Help,Technical Support & Other ResourcesClick on QI Macros, then Help to access the QI Macros help menu.Technical support - qimacros.com/techsupport.htmlFrequently asked questions - qimacros.com/macrofaqs.htmlOverview Videos - qimacros.com/qimacros-video-tour.htmFREE Lessons On Line emailing [email protected] Webinars - qimacros.com/webinars/webinar-dates.html

About this User GuideThis booklet covers use of the QI Macros. It will not cover Excel,SPC, or Six Sigma. See www.qimacros.com for other resourcesaddressing these topics.


Run a Macro using the Menus1. Input your Data into an Excel Worksheet: The simplest

format for your data is usually one column and one row oflabels, and one or more columns of data (e.g., samples).

Tips: Only select one column and row of labels. Each chartrequires 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 Line, Bar Scatter Box & WhiskerPie, Run Histogram Multivari

c, np, XmR Freq HistLevey Jennings EWMA u Chart XbarRMoving Avg Cusum p Chart XandS

Dot Plot XmedianR Hotelling Matrix Plot

2. Select Your Data: Use your mouse to click-and-drag to selectthe data you want to graph. (Hint: don't select the whole columnor row, just the cells you want to graph.)

3. Select Your Chart: Click on the QI Macros pull-down menuand select the chart you want to run.

4. Answer the Prompts: Most charts will prompt you for titlesand other information to complete the chart.

5. Review and Save Your Workbook: When the macro is doneyou will have a workbook with 3 sheets: your data, the chartand an intermediate spreadsheet where you can view thecalculations. Don't forget to save your workbook.

Date/Labels

Defects/Samples

Tools in the QI MacrosIntroduction

The QI Macros SPC Software for Excel consists of five parts.

5. Control Chart Dashboards - see page 32

90% of common problems can be diagnosed with line graphs,pareto charts, and Ishikawa diagrams. The QI Macros can beused to create all of these charts, graphs, forms and tools.

Excel Workbooks—Entering your data.

Other software packages make you transfer your Excel data intospecial tables, but not the QI Macros. Just put your data in a standardExcel worksheet. The simplest format for your data is usually onecolumn of labels, and one or more columns of data.

Sample Data: The QI Macros loads sample data on your

computer at c:\qimacros\testdata. There is sample data for eachchart. Use this data for examples of how to set up your data and topractice running charts.

Watch "how to videos" for many QI Macros tools atwww.qimacros.com/qimacros-video-tour.htm


Common Error Messages:Many charts require more than one column of data. If you only selectone column of data and then select one of these charts you willreceive the following error message.

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

Formatting Excel Charts:Once you create a chart, you can use any of Excel's menus andcommands to enhance or format your chart. Just select the item toformat and then right click to view the options available.

Add Text boxes, arrows or other - Use Excels drawing toolbar toadd text boxes, arrows or other symbols to your chart. To view thedrawing toolbar, select View/Toolbars/Drawing. The drawing toolbarusually appears on the bottom of the worksheet.

Put two charts on the same worksheet - Click on your chart, thenselect Edit, Copy. Then click in the destination worksheet and selectEdit, 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 furtherinformation on how to format your charts.

Data Format & Selection Tips1. To highlight cells from different columns (as shown). Click

on the top left cell and drag the mouse down to include the cellsin the first row or column. Then, hold down the Control Key,while clicking and highlighting the additional rows or columns.

2. You may also use data in horizontal rows. Click on the topleft cell and drag the mouse down and right to include the cells inthe horizontal rows.

3. Numeric data and decimal precision: Excel formats mostnumbers as "General" not "Number". If you do not specify theformat for your data, Excel will choose one for you. To get thedesired precision, select your data, choose Format-Cells-Number and specify the number of decimals:


Summarize Your DataThe QI Macros only draw graphs; they won't summarize yourdata. The Cross Tab Tool or Excel's Pivot Table tool will help yousummarize your data just about any way you want.

1. Select the labels and data to be summarized, in this case,individual event codes by region.Many processes and gages produce onecode or measurement each time an eventhappens. These often need to be summa-rized to simplify your analysis.

2. From Excel's pull-down menu, choose: Data-Pivot Table.Follow the Pivot-Table Wizard until you get a screen like one ofthese:

3. Click and drag the data labels into the appropriate area ofthe pivot table to get the summarization you want:

4. To change how the data is summarized, use the pivot tablewizard or double click on the top left-hand cell. For onlinetutorials, Google "Excel Pivot Table".

5. Select labels and totals, and draw charts using your summa-rized data.

Data Transformation ToolsThe QI Macros Data Transformation Tools help you analyze yourdata and reorganize it to run a chart.

Stack/Restack increases or decreases the number of columns yourdata is organized into. It can take one column of data and "stack" itinto multiple columns or it can take multiple columns of data andrestack it into one column. It can also convert 2 columns to 3 or 4columns to 2, etc. Just select your data, then click on stack restackand answer the prompt about how many new columns you desire.

Get Sample selects a sample from a table of data. Select the data,then select Get Sample. The macro will prompt you for the # ofsamples and whether you want a Random or Periodic sample. Aperiodic sample of 3 will give you every 3rd item from your data.

Paste Link/ Paste Link Transpose: Excel lets you paste link andpaste transpose but it doesn't let you do both at the same time. Usethese functions to link your data to a QI Macros fill-in-the-blankstemplate. Update your data sheet and the template and chart areautomatically updated. Use these function to build dashboards.

Box Cox Transformation multiplies the selected data by a trans-formation factor. The purpose is to transform non-normal data intodata that is closer to normal.

Count Words in a Table will count the number of times a word ortwo word phrase appears in your data.

Cross Tab Pivot Table Wizard makes it easier to run Pivot tables.Just select up to 4 columns of data and select the wizard.

See www.qimacros.com/free-excel-tips/data-transformation.html forfurther information on these tools.


Create a Pareto Chart:1. Highlight the labels and data to be graphed (as shown):

labels in the left-hand column, data in the right-hand column.

2. From the QI Macro Menu bar select Pareto Chart. If youhave more than 9 data points, the macros will ask if you want tosummarize the miscellaneous ones into an "Other" bar. Clickon Yes to summarize and No to show each data point as aseparate bar.

Sample Pareto chart with an "Other" Bar.

If you want to add data, consider using the Pareto template insteadof the macro. Watch video of a pareto chart being created atwww.qimacros.com/qiwizard/pareto-chart-video.html

Pareto charts are a combinationline chart and bar graph. Theyhelp narrow your focus tosimplify problem solving.

Create Excel Charts:Excel's chart wizard enables you to run various charts. We havetaken the most popular of these and made them easier to use. Torun a line, bar, pie, spider (radar) or line column chart:

1. Highlight the labels and data to be graphed, then click on the QIMacros pull down menu, Excel Charts and then select thechart you want to run.

2. The QI Macros will prompt you for the graph title, and the Xand Y Axis titles as appropriate.

Create Run ChartsA run chart is a line graph of your data and an additional line repre-senting the average or median of your data. Create a run chart byselecting your data and selecting run chart from the QI Mac-ros pull down menu, then select Average or Median.

Line graphs showingdefects or delay are the

key first step of anyproblem solution.


Create a Box &Whisker:1. Highlight the labels and data to be graphed.

2. From the QI Macro Menu bar select Box and Whisker.The Box and Whisker macro will ask whether your data isgrouped in rows or columns. The data above has 18 rows and 4columns.

Create a Multivari Chart:The Multivari Chart summarizes data based on labels (A:C)and plots the averages and data points:

This chart requires2 or more columnsof data.

Box and Whiskerplots help show thedispersion of dataover time. Each baris like a histogramturned on its side.

Graph if select by Rows Graph if select by columns

Create a Scatter Chart:1. Highlight the labels and data to be graphed.

2. From the QI Macro Menu bar select "Scatter Diagram."

3. The macro will create ascatter diagram with y andR2 metrics. Other metrics canbe found on the scatter dataworksheet.

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 causeeffect between two or more variables.

Scatter charts can help confirm yoursuspicions about cause and effects.

Scatter charts require two columns ofdata.

If R2 >.8, most statistics books implythere is a strong correlation.


5. Then, the macro will draw the graph for you.

6. To move the USL or LSL arrows or text boxes:

Arrows: Click on each arrow and drag it to the appropriateposition. To extend an arrow, click on it, then click on thehandle at either end and extend the arrow.

Text: Click on each text box and drag it to sit on top orbeside its corresponding arrow.

7. To revise the process capability analysis, switch to theHistdata sheet and change the upper and/or lower specificationlimits. Excel will recalculate Cp ,Cpk and other metrics andupdate the contents of the text boxes on the chart. You can alsochange the approximate number of bars used on a chart.

For information about histogram calculations in the QI Macros, seewww.qimacros.com/pdf/histogram-manual-calcs.pdf.

Watch a video showing how to create a histogram atwww.qimacros.com/qiwizard/histogram-video.html.

Create a Histogram:1. Make sure the cells are formatted to the correct decimal

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

2. Highlight the labels and data to be graphed (a minimum of20 data points is recommended). Click on the top data cell anddrag the mouse down to include just the data cells. Tip: DoNOT sort your data before running a histogram.

3. From the QI Macro Menu bar, select either the histo-gram or frequency histogram. You will be prompted forupper and lower spec limits and the approximate # of bars todisplay. Click OK to use the defaults or enter your own. Forone-sided or unilateral histograms, click Cancel if there is noUSL or LSL.

4. Single Column of Data? If you select a single column of data,the histogram will prompt for subgroup size (default=1, butsome gauges produce five samples per subgroup).


Create a c, np, p or u Chart:Attribute charts track the number of defects in a sample.

1. Highlight the labels and data to be graphed (as shown).

2. From the Control Charts Menu, select "c, np, p or uchart". The np chart will prompt for a sample size if you didnot include it in your selection.

3. Answer the prompts for chart and x and y axis titles.

c or np charts p charts u charts

c or np charts havestraight UCL andLCL.

p and u charts canhave UCL andLCL lines that varywith the samplesize.

Control Chart Wizard:Choosing the right chart depends on your data–attribute(counted) or variable (measured)–and the sample size.

Number in SampleType of data 1 2-or-more VariesFraction Defective np pNumber of defects c uTime, length, weight, $ XmR XbarR (Measured) XandS XandS

You can select the chart yourself or let the Control ChartWizard 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 QIMacro Menu bar, select Control Chart Wizard.

2. The wizard will analyze your data and select the correct chart foryou. If it needs to determine between a p and a u chart it willprompt you to answer the following question:

If you answer No, it will run a p chart. If you answer Yes, it willrun 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-control-charts.html

• The 1 hour SPC Simplified Training Video at qimacros.com/spc-simplified-training-video.html


4. Next, the macro will draw the X chart. If the Range Chartlooks stable and the X chart is stable, then the process is stable.

5. From the File Menu, select Save to save the graph withyour workbook.

Create Stair Step Limits:Before you run any control chart you can insert a blank row in yourdata where you know a process change occurred, the QI Macros willcalculate separate UCLs and LCLs for each group of data giving you"stair-step" control limits.

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

Create X and R Charts: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 need20 or more data points to get a good graph. Your data shouldlook like this:

2. From the QI Macro Menu bar, select "XmR, XmRTrend, XbarR, XbarS, or Xmedian Chart." The macro willcreate a new worksheet and begin calculating the X and Rvalues, control limits, and averages.

3. The macro will first draw the Range Chart. If the R chartlooks unstable, then the process is unstable.

XmR XbarR and XbarS


Control Chart Tools MenuAfter you run a control chart, the QI Macros give you additional tools tohelp update and analyze your data using the Chart Tools menu.

Chart Tools menu in Excel 2007: After you run a chart, the ChartTools menu below should be visible. If it is not, click on the chart thenon Chart Tools (just above the QI Macros). Note you must be in achart to view this menu.

Control Chart Tools in earlier versions of Excel: While in a chart,just click on QI Macros to view the chart tools menu.

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 onthe chart tools menu and Add Data to Control Charts. Enter the numberof rows to add and click OK.

Analyze Stability: After you add new data, delete a point or show aprocess change you should rerun stability analysis. To do so, simplyclick on Analyze Stability on the chart tools menu.

Control Chart Stability RulesWhen you run a control chart, the QI Macros will show unstable pointsas diamonds and conditions in red. They will also show 1 and 2 sigmalines for evaluating stability. The QI Macros use stability rules defined inMontgomery's Introduction to Statistical Quality Control 4th edition.

You can change the sigma lines, stability rules or p/u chart limit formats(flat vs wavy) as follows:

1. Click on the QI Macros Menu, then Control Charts thenControl Chart Rules.

2. Click on the stability rules you want to use. The stabilityrules for each selection are:

3. To hide sigma lines or change p/u chart formats click on theappropriate selection.

4. Any changes you make will be saved to the QI Macros andwill be applied to all of the charts you run. To change the rulesback, simply click on Control Chart Rules and select Default rules orShow Hide 1 and 2 sigma lines or p/u chart format. If you want tocustomize the stability and chart format rules even further, seewww.qimacros.com/free-excel-tips/control-chart-rules.html.


Control Chart TemplatesYou can also use Fill-in-the-blanks templates to create control charts.

1. Click on the QI Macros Menu, Fill-In-The-Blanks Templates andthen SPC Charts. Then select the desired template.

2. There can be more than one style of chart in each template. Selectthe style you want: normal, rolling, fixed, etc.

Just input your data in the yellow area and the points will be plottedon the chart to the right as you enter them. You can also cut andpaste into the yellow area or link the cells to another spreadsheet.

Add New Data: Templates default to 50 data points. To add morepoints, copy down the formulas (they are hidden behind the charts), thenclick on the chart and select Add Data to Control Charts on the charttools 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 tothe data point where the Process Change occurred in the processchange box to the right of the chart.

Analyze Stability: click on the chart and then select Analyze Stabilityon the chart tools menu.

Control Chart Tools MenuDelete Point: Deletes a point from a control chart and the calculations.

Ghost Point: Deletes a point from the calculations but leaves it on thechart.

While these are not usually recommended, they can be done by clickingon an individual data point, then on the chart tools menu and then Deleteor Ghost Point. Make sure you rerun stability analysis.

Show Process Change : On the chart click on the point where theprocess change occurred. Now click on the tools menu and selectShow Process Change. The macros will calculate a new set of controllimits starting at the point you selected. The UCL, CL and LCL valueswill be updated to show the new limits.

Don't forget to 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 themacro. If you want to recalculate control limits after you add new data:Add new data to the chart per previous instructions. Next, click on thefirst data point on the chart and select Show Process change on themenu. Since this function recalculates control limits using the pointselected and every point to the right, it will recalculate your control limitsusing all of your data including the new points. For more info and videosabout these features see www.qimacros.com/lessons/qimacros5.html.


Create a Flow Chart:1. The first step of managing any process is to define its flow.

Select Fill-in-the-Blanks Templates, Flowcharts and Fishbones,then choose the Flow Chart template.

2. From the File Menu, select Save As to store the templateunder a new name.

3. Copy and paste the existing text, boxes, diamonds and arrowsto create your flow chart. Change the text.

4. Excel 97 to 2003: Select VIEW-TOOLBARS- DRAWING. InExcel 2007, select Insert, Shapes. Use Autoshapes to find moredrawing shapes and to connect the boxes and diamonds as youwould with any flowcharting tool.

Fill-in-the-Blank Templates:The QI Macros contain 80 + templates including a balancedscorecard, flowcharts, fishbones, FMEA, QFD, DOE, GageR&R,PPAP, Value Stream Mapping, Time Tracking and more. There arealso templates for most charts including control charts, histograms,scatter, box whisker and pareto charts.

Fill-In-the-Blanks Templates in Excel 2007: Click on QIMacros, then look for Fill-in-the-Blanks Templates. Click on eachsub menu to get a list of templates in that category.

Fill-In-the-Blanks Templates in other versions of Excel: Fromthe QI Macro Menu bar, choose Fill-In-The-Blank-Templates.Then choose a sub menu to get a list of templates in that category.

Many templates including the Balanced Scorecard, FMEA, GageR&R, DOE and PPAP Forms are really several different templates(worksheets) in one workbook. To access each worksheet justclick on the worksheet tab.

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


Create a QFD Template:1. From the QI Macros, select Fill-in-the-blanks Templates,

then DFSS. Choose the QFD House of Quality.


3. Enter the "whats" and "hows" for the diagram. Insertcolumns and rows as required to expand the matrix. Then enterimportance and interactions.

4. Excel 97 and newer versions: Select VIEW-TOOLBARS-DRAWING. Use Autoshapes to draw all competitor scores.

For articles about QFD, go towww.qimacros.com/six-sigma-articles.html

To sign up for our Six Sigma ezine, send an email to [email protected], Subject = "sign up"

Wh

at

How

Create an Ishikawa:Excel may not be the best tool to do this with, but you can easilydraw Ishikawa diagrams with the drawing tools.

1. Select Fill-in-the-Blanks Templates, Flowcharts andFishbones, then choose the Ishikawa, or fishbone diagram.


3. Use the text and arrow tools from the Drawing Tool Bar to addarrows and causes. (To see the tool bar, select: View/Options-Toolbars-Drawing.) In Excel 2007, select Insert then Shapes.

Use the Ellipse tool to circle root causes.

Each line, box, text or circle is called an"object." Objects can be groupedtogether to form a single object ormoved in front or behind each otherusing the Drawing Tool. To copy thefishbone and place it in another docu-ment, use Cntr+Shift + A to select allobjects, then Edit-Copy.


Design of Experiments (DOE):DOE can help you shorten the time and effort required todiscover the optimal conditions to produce Six Sigma quality inyour product or service.

1. On the Fill-In-The-Blank Templates menu select DFSS,then DOE. Next select the Taguchi or Plackett Burmantemplate you want to use.

2. Input your factors and the low-high settings for each factor. In atwo factor test it might be: Time: 30 minutes & 45 minutes andTemperature: 325 degrees and 375 degrees.

3. Use the +/- values in the orthogonal array to guide yourtest of every combination. In a two factor test it would be:High ++ (45 min & 375 degrees), Low - - (30 min & 325degrees), In between + - (45 min & 325 degrees) and - + (30min & 375 degrees).

4. Input your results into the yellow input area and observethe interactions.See the DOE article at qimacros.com/six-sigma-articles.html.

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 partfrom one batch or lot (these must span the range or tolerance youare trying to measure), at least two appraisers and a minimum oftwo measurement trials, on each part, by each appraiser. If youhave references or specification tolerances, enter them.

4. Evaluate GageR&R, graphs, and data to identify where toimprove your measurement system.

Gage R&R System Acceptability

% R&R<10% - Gage System is Okay (Most variation caused byparts, not people or equipment)

% R&R<30% - May be acceptable based on importance ofapplication and cost of gage or repair

% R&R>30% - Gage system needs improvement(People and equipment cause over 1/3 of variation)

See free article at qimacros.com/six-sigma-articles.html or considerour Gage R&R whitepaper at www.qimacros.com/products.php


Statistical AnalysisSix Sigma utilizes analysis tools like ANOVA, regression, and othertests. You can now access these tools through the QI Macros.

1. To use these tools, you must first activate the AnalysisToolPak add-in. To do this, click on Tools: Add-ins, andcheck the Analysis ToolPak. You only need to do this once.

2. Select data for analysis. Some tools, like Anova can takemany columns. Others, like regression use two columns. A fewonly use one column. Data must be in columns for these tools towork. See c:qimacros/testdata/anova for examples.

3. From the QI Macros, chooseANOVA and Analysis Tools. Anumber of different statisticaltools will be displayed.

4. Select the appropriate statisti-cal analysis, and click OK.Answer any of the prompts(defaults are provided) and Excelwill perform the analysis you'verequested.

For more help go to:

qimacros.com/qiwizard/hypothesis-testing-excel.html

Sample Size CalculatorWhen evaluating incoming material or outgoing product, you maywant to determine how many samples are necessary to accuratelypredict the quality of the product. To do this, use the sample sizecalculator in the QI Macros.

1. From Anova and Analysis Tools select the Sample SizeCalculator. The following template will open:

2. Input your desired confidence level (usually 95%), confidenceinterval (+ accuracy), standard deviation (estimate as high-lowvalue/6), and population size (if known).

3. The sample size calculator will compute the number of samplesnecessary to achieve your desired confidence. Sample sizes aregiven if population is known or unknown. Sample sizes are alsogiven for attribute vs variable data.

For more information on selecting sample sizes see our free article atwww.qimacros.com/sixsigmaezines/sample-size.html


Trouble ShootingUsers have three types of questions when using the QIMacros:1. Statistical Process Control questions like: What chart should I

use? Most of these are answered on our website atqimacros.com/spcfaq.html or email us your data and we'll helpyou pick the right chart.

2. Excel questions like: How do I enter my data? Why don't I getthe right number of decimal places? and so on. Most of these areanswered at qimacros.com/excelfaq.html.

3. QI Macros/Excel/Windows Support issues. Most of these areanswered at: qimacros.com/techsupport.html.If you get Windows or Excel errors, you may have lost orcorrupted an Excel file (e.g., .dll). You may have to reinstall Excelto clear the problem. To find out if your problem is a Microsoftproblem, check their knowledge base at support.microsoft.comfor Excel/Windows issues.

QI Macros questions are free, however, there is an additionalfee for SPC and Excel coaching and help.

Here are some common issues:How do I set up my data? See examples inc:\qimacros\testdata.

Decimal points (e.g., .02): Excel stores most numbers asGeneral format. To get greater precision simply select your dataand go to FORMAT-CELLS-Number to specify the number ofdecimals. Then run your chart.

Control Chart DashboardsThese new templates will automatically create control chart dash-boards for you.

1. Click on the QI Macros menu (see below examples) and selectControl Chart dashboards. Then select the XmR or c, np, p udashboard.

2. A template will open. Each template has an instructions sheet, adata input sheet, and a sheet for each available chart.

3. Input or cut and paste your data into the columns of the DataSheet. 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 chartcreated from the first data set. Click on the previous and nextarrows 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 justadd 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 andthen select Analyze Stability from the QI Macros chart menu.

See also www.qimacros.com/qiwizard/control-chart-dashboard.html

Excel 97 to 2003 Excel 2007 RibbonExcel 2007 Classic


Customizing & EnhancementsThe QI Macros are written in VBA. We can create custom versionsof the QI Macros for you. Just let us know what you need and we willsend you a free quote.

Simple Turnkey Systems in ExcelIs there something you want to do in Excel, but you just don't have timeto figure it out? Is there something the macros could do to help youmake analysis more easy?

Here are just a few of the applications we've developed for otherclients in Microsoft Excel:

Hospital Bed Management System

Emergency Dept LOS tool

Customer Wait Time Tracking

Measurement Dashboards

Automated roll-up of various data and charts

For a free quote, send your Excel data and charts [email protected]. Describe what you want to accomplish and wewill send you a free estimate.

Fill in the Blanks Dashboards Systems. These systems contain aplace to define your measures and color coding criteria, a data entrysheet, a color coded scorecard and a dashboard with control charts.See our 10, 20 and 30 measure dashboard systems atwww.qimacros.com/dashboard-scorecard-for-excel.html.

Lean Six Sigma, SPC or QI Macros On-site Workshops Con-sider bringing Jay on-site to train your employees and coworkers. Call(888) 468-1537 to schedule a class or view these pages for furtherinformation:

QI Macros One Day Worksop - qimacros.com/qimacros-training.html

Lean Six Sigma One Day Workshop - qimacros.com/lean-six-sigma-workshop.html

Headers shown as data. Are your headers numeric? If so,you need to put an apostrophe (') in front of each heading.

No data (one cell), too much data (entire columns/rows),or the wrong data selected. Are just the essential data cellshighlighted?

Data in Text format. Are your numbers left aligned? Toconvert to numbers, simply, put the number 1 in a blank cell,select EDIT-COPY, then select your data and choose PASTE-SPECIAL-MULTIPLY.

Hidden rows or columns of data. Users sometimes "hide" acolumn or row of data in Excel (e.g., Columns show A, B, thenF). If you select A-F, you get all the hidden data too!

Macro Error at Cell ... or Run Time Error... These mes-sages mean there is a problem with your data. Either yourheader looks like data, your data looks like text or you haveselected blank cells.

To uninstall the Macros: Delete the following in Excel'sstartup folder at c:Programfiles/Microsoft Office/Office(10, 11,12)/XLStart: QI Templates folder, qimacros.xla file and theQIMacrosUI.xlam file (Excel 2007 only.)

Technical SupportQI Macros Help File - click on the QI Macros pull down menu

and then Help to access the QI Macros Help File.

If you're still having problems check out www.qimacros.com/techsupport.html or Email your Excel file and problem to:[email protected]. Include the version number andservice pack of Excel, and Windows, or MacOS.

Email [email protected] for a FREE supplementalcourse on the QI Macros.

Disclaimer: These macros are not infallible. Given the wrong data,they will halt. Simply press Halt or Continue.

© 2010 Jay Arthur 36 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 $97Six Sigma Simplified Book (#205) $6 $29.95

Six Sigma Video 2-DVD,116min (#265) $10 $197

Complete 6σσσσσ 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 notcompletely satisfied, I may return any product for a complete refund. 90Day Money-back guarantee!

Order online and download immediately at www.qimacros.comFAX: (888) 468-1536 or (303) 756-3107Orders: (888) 468-1535 or (303) 757-2039Questions: (888) 468-1537 or (303) 756-9144

2253 S. Oneida St. Ste 3D, Denver, CO [email protected] www.qimacros.com

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Prices good until: 6/30/2010

Documents

QI Macros User Guide