User Guide Value Stream Map 2696 S Colorado Blvd #555, Denver CO 80222 888.468.1537 303.756.9144 Value Mapping qimacros.com [email protected] Stream © 2015 KnowWare KnowWare International, Inc. 2696 S. Colorado Blvd., Suite 555 Denver, CO 80222 User Guide Table of Contents Licensing and Compatibility 1 Phone: (888) 468-1537 (303) 756-9144 Installation 2 Overview 3 Fax: (888) 468-1536 (303) 756-3107 About this User Guide 3 Emailed Orders or Inquiries: QI Macros Menu Categories 3 [email protected] [email protected] Help & Training 4 [email protected] [email protected] Data Format & Selection 4 Creating Charts 6 QI Macros Chart Menu 7 All rights reserved. Permission to reprint quotes and excerpts in Wizards and Data Mining Tools 8 company or business periodicals, magazines or newsletters, is Wizards Overview 8 given and encouraged with this credit line: “Reprinted from the Data Mining Tools Overview 9 QI Macros User Guide by Jay Arthur, (888) 468-1537, Improvement Project Wizard 10 www.qimacros.com.” PivotTable Wizard 11 Word Count Wizard 12 Licensing: Chart Wizard 13 QI Macros is a single user license. You need to purchase one Control Chart Wizard 14 license for each user: qimacros.com/store Control Chart Templates Wizard 15 Stat Wizard 16 Discounts: Capability Charts 17 Discounts are calculated on a per-order basis. Consolidate your Histogram 17 purchases for the best possible price: qimacros.com/discounts Box & Scatter Charts 19 Scatter Plot 19 Matrix Plot 19 Free Resources: Box & Whisker 20 Fully functioning 30-day trial: qimacros.com/trial/30-day Multi Vari Chart 20 Training: qimacros.com/free-resources/qimacros-training Improvement Charts 21 Additional training resources: qimacros.com/free-resources Pareto Chart 21 Lean Six Sigma Yellow Belt training: qimacros.com/moneybelt Fishbone (Ishikawa) Diagram 22 Control Charts 24 c, np, p, and u Control Charts 24 XmR, XbarR, and XbarS Control Charts 25 Jay Arthur is the creator of QI Macros Control Chart Templates 26 ©1997–2021 and the author of: Control Chart Dashboards 27 Specialized Control Charts 28 • Lean Six Sigma Demystified (2nd), Control Chart Features 29 McGraw Hill, ©2011 Control Chart Stability Rules 29 Create Stair Step Limits 29 • Lean Six Sigma for Hospitals (2nd), QI Macros Chart Menu 30 McGraw Hill, ©2016 Templates for Lean Six Sigma 32 Value Stream Map 33 • Breakthrough Improvement with Gage R&R 34 QI Macros and Excel, Design of Experiments (DOE) 36 McGraw Hill, ©2014. Statistical Tools 37 Resources 38 © 2021 Jay Arthur 1 QI Macros User Guide © 2021 Jay Arthur 2 QI Macros User Guide Licensing and Compatibility Installation Licensing Installation Instructions: By installing and using QI Macros software, you agree to be bound qimacros.com/support/qi-macros-tech-support/#install by the terms of the QI Macros License Agreement: qimacros.com/pdf/qi-macros-license-agreement.pdf Installed by IT? IT, log in as the end-user prior to installation, right-click the setup QI Macros is owned by KnowWare International Inc. and protected file and select “Run as Administrator.” by U.S. Copyright laws. Any enhancements added to the existing macros are considered the property of KnowWare International Need Installation Assistance? Inc. Person-to-person support is available Monday through Friday, 8 You may not copy, rent, or lease QI Macros or the documentation a.m. to 5 p.m. Mountain Time. accompanying it. QI Macros is a single user, perpetual license. • Phone: 303-756-9144 or 888-468-1537 One license must be purchased per user, per computer. • Email: [email protected] Compatibility • Chat: www.qimacros.com/chat QI Macros is compatible with PCs, Macs and tablets running a fully functioning version of Excel (with vba installed): After installation, open your Excel program: the QI Macros tab • Windows 7, 8, and 10, Mac OSX and macOS appears on the Excel menu. A down arrow to the right of a menu • Excel 2013 – 2019/Office 365 for PC and Excel 2019/Office item indicates further options: 365 for Mac • Windows 8 and 10 Tablets that are running a full version of Excel 2013 – 2019, Office 365 qimacros.com/support/excel-compatibility While every new release of QI Macros seeks to be backward compatible with as many releases of Windows, Mac OSX, and Excel as possible, it cannot pretend to be forward compatible with future changes (i.e., service packs and releases of new versions). QI Macros is regularly upgraded whenever customers request new functionality or when Microsoft comes out with a new version of Windows or Excel. Upgrades are offered at a discounted price. See a list of enhancements: qimacros.com/support/enhancements © 2021 Jay Arthur 1 QI Macros User Guide © 2021 Jay Arthur 2 QI Macros User Guide Overview Help & Training Help Menu About this User Guide Access the QI Macros Help This guide covers the use of QI Macros. It does not cover Excel, menu to register your license, SPC, or Six Sigma. See qimacros.com/training for other resources sign up for monthly newsletters, addressing these topics. open sample data sets, and view free online training resources. QI Macros Menu Categories Video Tutorials Control Charts Watch how-to videos for most of • Attribute charts: p, np, c, and u the QI Macros tools: • Variable charts: XmR, XbarR, and XbarS P qimacros.com/qi-macros/video-tour Capability Charts P qimacros.com/training/videos • Histograms and process capability (Cp, Cpk and Pp, Ppk) Find QI Macros Tools • Box & whisker, dot, and scatter plots Use Find QI Macros Tools to quickly search for and find QI Macros Improvement Charts and Diagrams charts and tools. • Pareto a qimacros.com/training/qi-macros-find-tools • Fishbone (Ishikawa) diagrams • Other chart templates such as bullet, funnel, and tornado Data Format & Selection Data Mining Input your data into an Excel worksheet. The simplest format for • Data Mining Wizard: creates pivot tables and all the necessary your data is one column and one row of labels, and one or more charts for a complete improvement project. Date/Labels • PivotTable Wizard: quickly summarizes large data sets. • Word count and restacking tools Other Charts • Chart Wizard: creates all possible chart types for your data. Defects/Samples • Line, run, bar, and other Excel charts Statistical Tools columns of data (e.g., samples). • ANOVA, t-tests, F-tests, regression analysis • StatWizard: automatically selects the right hypothesis test. Templates for Lean Six Sigma • Gage R&R and DOE • Sample size, DPMO and rolled throughput yield calculators You may also use data that is arranged in horizontal rows: © 2021 Jay Arthur 3 QI Macros User Guide © 2021 Jay Arthur 4 QI Macros User Guide Creating Charts Numeric Data and Decimal Precision 1. Select your data: Select only the data you want on the chart. Hold Excel formats most numbers as "general," not "number." If you do down the control (Ctrl) key to highlight data in non-adjacent not specify a format for your data, Excel will choose one for you. To columns. achieve the desired precision in your data: 2. Select a chart from the QI Macros menu. If you're not sure, • Highlight your data, right-click, and select Format Cells. select the QI Macros Chart Wizard or Control Chart Wizard to • Select "Number" from the Category list. automatically create charts appropriate for your data. (See the • Specify the preferred number of decimal places. Wizards section of this guide for more information.) 3. Answer any prompts. 4. Review your charts. 5. Save your workbook with a unique file name. Control chart templates are another method for creating control charts. (Refer to the Control Charts section of this guide for more information.) More information about data formatting: P qimacros.com/training/videos/control-chart-video a qimacros.com/qi-macros/what-do-i-do-with-my-data Sample Data Common Error Messages Access sample data sets from the Help menu to learn how to set up Charts require a certain number of data columns to run properly: data and to practice running charts: 1 1 or More 2 2 or More a qimacros.com/qi-macros/test-data Column Columns Columns Columns Pareto XmR Scatter Box & Whisker Pie Histogram u, p Multi Vari Run Frequency Histogram Hotelling XbarR c, np, XmR EWMA XbarS Levey Jennings Cusum Matrix Plot Moving Average XmedianR Dot Plot © 2021 Jay Arthur 5 QI Macros User Guide © 2021 Jay Arthur 6 QI Macros User Guide Many charts require more than one column of data. If you highlight only one column of data and then select one of these charts, you Wizards and Data Mining Tools may see a prompt requiring you to choose a subgroup size: Wizards Overview QI Macros is the only Six Sigma software with built-in wizards that automatically choose charts based on your data and data mining tools to quickly reorganize your data into a usable format. The u chart assumes that your defects column is to the left of your sample size column. If the columns are reversed (larger numbers Improvement Project Wizard (Formerly Data Mining Wizard): on the left), QI Macros asks if the left column is the sample size: creates a pivot table and generates an XmR chart, defect Pareto charts, and a fishbone diagram. a qimacros.com/data-mining-analysis-excel/data-mining-wizard Chart Wizard: creates all the probable charts for your data (Pareto charts, control charts, histograms, etc.) and runs descrip- tive statistics. a qimacros.com/quality-tools/chart-wizard Control Chart Wizard: chooses the right control chart for your QI Macros Chart Menu data (c, np, p, u, XmR, XbarR, or XbarS). a qimacros.com/control-chart/control-chart-wizard Click on a QI Macros chart to access the QI Macros Chart menu.