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Control Charts

If your theory is concerned with different results coming from different shifts, operators, or equipment, try separating the data. For example, you might suspect that one machine is the source of more scrap than another machine. If you are considering process improvements, one way to test a theory is to make a change in the process and track the effects. To do this, isolate data.

  1. If you are collecting data from multiple lines or shifts, you might make a change on one shift or line, and stratify data for analysis. If you are using SQCpack, the filter function can help create a subset of data from the process you have changed.
  2. Create a control charthistogram, or run chart, or perform capability analysis with data collected after the change. Compare charts or capability indices created before and after the change.
  3. Create a control chart showing data collected before and after the change. You can create a separate set of control limits for each group of data. Has the process improved? Stayed the same? Worsened?

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Control Charts

Eventually, everyone using SPC charts will have to decide whether they should change the control limits or leave them alone. There are no hard and fast rules, but here are some thoughts to help you make your decision.

The purpose of any control chart is to help you understand your process well enough to take the right action. This degree of understanding is only possible when the control limits appropriately reflect the expected behavior of the process. When the control limits no longer represent the expected behavior, you have lost your ability to take the right action. Merely recalculating the control limits, however, is no guarantee that the new limits will properly reflect the expected behavior of the process either.

  1. Have you seen the process change significantly, i.e., is there an assignable cause present?
  2. Do you understand the cause for the change in the process?
  3. Do you have reason to believe that the cause will remain in the process?
  4. Have you observed the changed process long enough to determine if newly-calculated limits will appropriately reflect the behavior of the process?

You should ideally be able to answer yes to all of these questions before recalculating control limits.

To create control charts and easily recalculate control limits, try software products like SQCpack.

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Control Charts

In the world of continuous improvement, it might seem that one does not want to look back. After all, as systems improve, old data is no longer useful, and keeping it around—like keeping old love letters—may some day get you into trouble.

Knowing when to recalculate control limits is important, as quality managers know. The traditional seven-points-above or seven-points-below the mean, for example, are among several clear signals that can identify the need to investigate and perhaps to recalculate control limits. Recalculating control limits represents an opportunity to move forward, recognizing the dynamic nature of systems and the effects of careful improvement strategies.

New control limits, of course, must be applied only to a current process, thus rendering old information obsolete. There are times, however, when it may be fruitful—or at least interesting—to revisit earlier control limit calculations. This exercise may shed light on how a system has changed, or provide insight about historical patterns that recur in a system.

In the case of the game of golf, for example, a control chart can capture an individual’s scores over a period of time, and a player can see how his or her scores have changed in that time. Looking at aggregated historical information, one can also see how the game itself has changed.

For example, golf scores in general became dramatically lower when a new ball design was introduced in 1914. Steel shafted clubs were legalized in Britain in the 1930s, representing a major leap in technology that enabled the ball to travel further and improved golf scores substantially. Changes in the game itself, such as limiting the number of clubs in a bag to 14, influenced scores as well.

With respect to data analysis, control limits on individuals charts can be recalculated after the impact of a particular change becomes clear. In the same way, other improvements in the game itself—design of clubs, for example—might result in a system change that necessitates other recalculations. These calculations are based on a collection of data from not one, but many players.

One can look at winning golf scores in the U.S. Open over the period from 1902 to 1995 to see the dramatic changes that came about in those scores (and in the control limits) when specific game improvements were introduced. Historical data is interesting and enlightening, in this case.

SPC software programs, like SQCpack, can offer a number of options for applying multiple limits to a chart. The software program itself can determine the limits, either with or without overlap; one can use an “active” set of control limits; or the user can designate a custom arrangement of any number of sets of limits. Special-cause variation can be identified: a new set of clubs; a week at a professional golf camp; a systematic change in strategy with respect to club choice, etc. While these special causes may translate into only “blips” on a chart, the golfer will know when the system has really changed as a result of their impact, by examining the patterns of data. A steady rise in golf scores after beginning to use a new putter provides a different message from a single out-of-control point—provided that nothing else has changed in the system.

An SPC software program should offer the opportunity to calculate and store several sets of control limits for a particular characteristic. SQCpack are examples of SPC software programs that offer this ability. Each set of limits named can be computed by using a different filter and range of subgroups. One set is always defined as “active” limits.

In a production setting, for example, two lines may be producing a product. A user may have included “line number” as one of the customized identifiers in the SPC program. Although the data for both lines is stored in the same database, with the use of a filter one can create a set of limits for each line:

Compute ‘Set 1’ where line number = 1

Compute ‘Set 2’ where line number = 2

Data can be compared with both sets of limits displayed on a multi-chart (or set of multiple charts) and information about variation in the lines can be gleaned from the charts.

The exercise of examining multiple control charts with a variety of re-calculated limits reinforces one’s understanding of the system—both “then” and now—and at the same time provides an opportunity to continue to learn how the theoretical aspects of statistical process control manifest themselves in consistent ways over time.

And in the meantime, it might improve your golf game.

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Control Charts

Correct control chart selection is a critical part of creating a control chart. If the wrong control chart is selected, the control limits will not be correct for the data. The type of control chart required is determined by the type of data to be plotted and the format in which it is collected. Data collected is either in variables or attributes format, and the amount of data contained in each sample (subgroup) collected is specified.

Variables data is defined as a measurement such as height, weight, time, or length. Monetary values are also variables data. Generally, a measuring device such as a weighing scale, vernier, or clock produces this data. Another characteristic of variables data is that it can contain decimal places e.g. 3.4, 8.2.

Attributes data is defined as a count such as the number of employees, the number of errors, the number of defective products, or the number of phone calls. A standard is set, and then an assessment is made to establish if the standard has been met. The number of times the standard is either met or not is the count. Attributes data never contains decimal places when it is collected, it is always whole numbers, e.g. 2, 15.

Sample or subgroup size is defined as the amount of data collected at one time. This is best explained through examples.

  • When assessing the temperature in a vat of liquid, the reading is measured once hourly; therefore the sample size is one per hour.
  • When measuring the height of parts, a sample of five parts is taken and measured every 15 minutes; therefore the sample size is five.
  • When checking the number of phone calls that ring more than three times before being answered, the sample size is the total number of phone calls received, which will vary.
  • When checking 10 invoices per day for errors, the sample size is 10.

Once the type of data and the sample size are known, the correct control chart can be selected. Use the following “Control chart selection flow chart” to choose the most appropriate chart.

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Operational definition

The capability index dilemma: Cpk, Ppk, or Cpm

Lori, one of our customers, phoned to ask if Cpk is the best statistic to use in a process that slits metal to exacting widths. As a technical support analyst, I too wondered what index would be best suited for her application. Perhaps Cpk, Ppk, Cpm, or some other index offers the best means of reporting the capability of her product or process. Each of these capability indices can be calculated using software such as SQCpack.

Lori’s process capability index, Cpk, has never dipped below 2 and typically averages above 3. Given this high degree of capability, she might consider reducing variation about the target. While the Cpk and Ppk are well accepted and commonly-used indices, they may not provide as much information as Lori needs to continue to improve the process. This is especially true if the target is not the mid-point of specifications.

Cpm incorporates the target when calculating the standard deviation. Like the sigma of the individuals formula, compares each observation to a reference value. However, instead of comparing the data to the mean, the data is compared to the target. These differences are squared. Thus any observation that is different from the target observation will increase the standard deviation.

As this difference increases, so does the Cpm. And as this index becomes larger, the Cpm gets smaller. If the difference between the data and the target is small, so too is the sigma. And as this sigma gets smaller, the Cpm index becomes larger. The higher the Cpm index, the better the process, as shown in the diagrams below.

We can use Lori’s raw data to provide an example of how Cpm is calculated:

In a process with both upper and lower specifications, the target is typically the midpoint of these. When such a high degree of capability exists, one may want to ask the customer if the target value is ideal. Lori should check with her customer to determine if he or she wants a small shift toward one of the specifications. Regardless of the target in relation to the specifications, the focus should always be on making the product to target with minimum variation. Cpm is the capability index that accurately depicts this.

Reference: L.J. Chan, S.K. Cheng, and F.A. Spiring, “A New Measure of Process Capability: Cpm,” Journal of Quality Technology, Vol.. 20, No. 3, July, 1989, p. 16.

Training Registration or Inquiry

Using this form you can reserve online virtual or physical DataNet HQ training seats for your team. You can also ask us about your other training needs.

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2024 WinSPC virtual training dates:

Month Date Class Trainer Location
January 1/8/2024 WinSPC Admin Training Virtual
February 2/5/2024 WinSPC Admin Training Virtual
March 3/4/2024 WinSPC Admin Training Virtual
April 4/1/2024 WinSPC Admin Training Virtual
May 5/6/2024 WinSPC Admin Training Virtual
June 6/3/2024 WinSPC Admin Training Virtual
July 7/1/2024 WinSPC Admin Training Virtual
August 8/5/2024 WinSPC Admin Training Virtual
September 9/2/2024 WinSPC Admin Training Virtual
November 11/4/2024 WinSPC Admin Training Virtual
December 12/2/2024 WinSPC Admin Training Virtual

Primary Contact Information

DataNet Virtual Classroom - Online Training Seat Request

Please reserve the following seats for my team members in the online classroom and provide confirmation of my order.

Virtual Classroom - WinSPC Administrator Training

DataNet Classroom Training Seat Request

Please reserve the following seats at the Southfield Training center my team members and provide confirmation of my order.

Southfield Training Classroom - SPC Fundamentals

(In-person training dates are yet to be determined)

Southfield Training Classroom - WinSPC Administrator Training

(In-person training dates are yet to be determined)

Please contact me about these other training options

You should expect to receive a response or confirmation message within one business day of your request.

Directions and Lodging for Our Classroom Courses

Our Address

DataNet Quality Systems
29200 Northwestern Hwy., Suite 350
Southfield, MI 48034

From the Detroit Metropolitan Airport

Take I-94 East to exit 204. Merge onto M-39 North/Southfield Freeway. Follow M-39 North/Southfield Freeway for 14.3 miles. Follow signs for M-10/I-696/Lansing. Merge left onto M-10 North. Follow M-10 North, which becomes Northwestern Highway, for approximately 5.6 miles. Just past a BP gas station on the corner of Northwestern Highway and Franklin Rd, turn right into Franklin Place at 29200 Northwestern Highway. DataNet is located on the third floor (suite 350) of the office building with a large “Novares” sign.

From the North

Follow Northwestern Hwy / M-10 (Lodge Freeway) South. After crossing West 13 Mile Road, get in the left lane. Turn left onto Franklin Rd. Just past the BP gas station, turn left into Franklin Place at 29200 Northwestern Highway. Circle around to the front of the building. DataNet is located on the third floor.

From the South

Follow M-10 (Lodge Freeway) North, which becomes Northwestern Highway. Just past a BP gas station on the corner of Northwestern Highway and Franklin Rd, turn right into Franklin Place at 29200 Northwestern Highway. DataNet is located on the third floor (suite 350) of the office building with a large “Novares” sign.

From DataNet to the Detroit Metropolitan Airport

Exit the office parking lot, turning right (northwest) onto Northwestern Highway / M-10 and immediately getting into the far left lane so you are in position to make a U-turn. Make the U-turn and follow Northwestern Hwy / M-10 (Lodge Freeway) South for 5.6 miles. Take exit 14C and merge onto M39 South / Southfield Freeway. Follow M39 South for 13.4 miles. Take exit 1 and merge onto I-94 West toward Chicago. Follow I-94 West for 5.5 miles. Take exit 198 toward Metro Airport and follow the airport signs to your desired terminal.


Holiday Inn Express & Suites
32769 Northwestern Hwy, Farmington Hills, MI, (248) 538-9100
Distance: 2.8 miles

Springhill Suites by Marriott
28555 Northwestern Hwy, Southfield, MI, (248) 352-6100
Distance: 0.6 miles

Hampton Inn Southfield/West Bloomfield
33096 Northwestern Hwy, West Bloomfield, MI, (248) 671-6500
Distance: 3.1 miles

Hilton Garden Inn
26000 American Drive, Southfield, MI, (248) 357-1100
Distance: 1.4 miles

Discuss Your Datanet Training Needs

What to Expect

  • Honest conversation about your training requirements
  • Discover what training programs best fit your team
  • Instant access to free, on-demand product training and documentation

Course Delivery Options

You Come to Our Classroom

Our classroom, located in Southfield Michigan, is generally the recommended option when possible. It has a computer for every student, fully setup with all the necessary software, and is always well-stocked with snacks. It offers a distraction-free learning environment along with a rare chance to network with other Quality professionals embarking on the same journey. There are reasonably priced hotels in the area and lots of great restaurants nearby for attendees to wind down after a stimulating day of training. See Directions and Lodging.

We Go to Your Classroom

When you have more than four employee administrators to train then your classroom may be more economical than sending them to visit us. All that is required is a computer for each student and projection capability for our instructor. DataNet trainers are often booked six weeks into the future so, if this option appeals to you, we suggest you get in touch with us as soon as you’ve decided to use this delivery method.

Virtual Classroom

The virtual classroom enables your administrator trainee to join our classroom to virtually train from wherever they may be. The user experience is as much like the in-person experience as we can make it.  Attendees still get access to their own virtual WinSPC computer as well as live access to the instructor and classroom communication.  It is suitable for quickly ramping-up brand new users, for use as a refresher for employees to review concepts, or to update experienced users on new WinSPC features such as the soon-to-be-released Multi-Variate Analyzer.

Virtual training can also be purchased for custom topics to permit deep dives on topics like Custom Web Reporter, QualTrend, Report Generation, Cost Inspector, Dashboards, etc.

Recorded Training

Recorded training is an option for customers who have a very limited training budget. Like the Virtual Classroom, it is also an option for users who have been to classroom training but would like to review WinSPC concepts, or for users who need to understand key concepts but are not yet able to attend a classroom session.

Click here for a printable pricing sheet.

Discuss Your Datanet Training Needs

What to Expect

  • Honest conversation about your training requirements
  • Discover what training programs best fit your team
  • Instant access to free, on-demand product training and documentation