Six Sigma Tools for continuous quality improvement


Trend Chart template
Also comes with
Trends template
(scroll down)

Check Sheet template

aka Quality Check Sheet or Tally Sheet template

What is a Tally Sheet template used for?

Check Sheet template


How to use your
Check Sheet template

The worker or team gathers data in real time at the place where the work happens — making simple hand-drawn hash marks on the printed Check Sheet template each time that a problem occurs, or each time an event occurs that is believed to contribute toward causing problems.

Although you can do some limited data analysis on this same sheet, it is far more powerful to summarize your data into a Quality Scorecard for much more insightful analysis.

(see the next section below)


How to personalize it

One of the biggest benefits of using ANY Systems2win template is that you can use everything you know about Microsoft Excel to make your document yours.

Familiar surroundings

Familiar Microsoft Excel

With your Systems2win templates, you can use everything you already know about familiar Microsoft Word and Excel

1) Define the types of problems, defects, or events that you want to analyze.

2) Define the time columns, which might be days, shifts, am/pm, or any other
consistent unit of time.

3) Define any user-defined columns. Perhaps symbols. Perhaps Product or Product Family. It's Excel. You already know how to easily add unlimited user rows or columns.

4) Define your Operational Definitions — to ensure that everyone collects and interprets data in the same way.
Perhaps link to related documents — maybe the Operational Definitions template,
if your criteria are particularly complex.

5) Optionally hide or unhide the section for the Defect Concentration Diagram,
which can contain a picture or diagram of the object, perhaps overlaid with clearly
defined boundary markers, so that the data entry person can indicate where each
type of problem occurs, perhaps using agreed-upon symbols for each type of problem.

6) Define your symbols (optional)

Usually, you will use an ink pen to draw a simple hash mark to indicate each time that a problem occurs during each time period.

If using a Defect Concentration Diagram, then a symbol can be associated with each problem (row) — to visually identify where each problem occurs.

A variation (without the Defect Concentration Diagram) is to use symbols to differentiate between different causes that manifest the same problem.

If you use Symbols — be sure to provide a Legend of what each symbol means.

7) Set the Print Area.

Perhaps change Print Orientation (between portrait or landscape)

And perhaps rearrange columns to be within our outside of your desired Print Area.

If you already know how to use Excel, then you already know how to do all of these personalizations.
If not, then like every Systems2win template, the Help sheet provides links to online training.

Bookmark = scorecard

Trend Charts Scorecard

aka Quality Scorecard, Visual Scorecard, or Tally Sheet
Also serves as Production Schedule to Actual Report.

Video: Trend Charts Scorecard

Before you begin

If all you want to do is to create a simple chart —

then see our online training for how to create simple Excel Charts.

If you want a well-designed system to organize your data —

then use your Trend Chart template, (Trends.xls)
and see how much fun you have
dragging different types of trend charts
into and out of the Scorecard Print Area —
to easily analyze those trends that matter most for YOUR data.


Trend Charts Excel template

The Trends template

allows you to easily drag pre-programmed trend charts

into and out of the Print Area

How to use it

On a periodic basis... (usually daily or weekly)

The check marks on the Check Sheet
are tallied up and the results are entered
into a Trends workbook for analysis
and process improvement.

The data from your Check Sheets becomes increasingly valuable when collected over
a long period of time.

Your Trend Charts Scorecard can also optionally summarize and analyze data from your production schedule, production results, scrap reporting, and any other data
that you want to analyze alongside your Check Sheet quality data.

On a longer periodic basis... (usually monthly)

Click the button for 'Period End Processing',
and watch it automatically:

  • Summarize the averages
    of your most recent month's data
    (in ways that make these charts possible — that show both monthly averages and current month details on a single chart)
  • Clear last month's data
    to make room for a fresh new month
    (in ways that avoid human errors and keep all of your formulas intact)

Whenever needed...

Analyze your well-organized data...

using the Trend Charts section of your worksheet — which you easily personalize by dragging different types of trend charts into and out of the Print Area.

Use the Copy Chart button
to copy a picture of any chart to the clipboard

where it can then be pasted to any other type of document (Word, PowerPoint, etc)

Benefits of your Systems2win Trends Scorecard

1) A clean system to organize, archive, and analyze your data

Most statistical software assumes that you already have a good system for organizing and archiving your data.

That's a big assumption, isn't it?

2) Able to handle "real world" volumes of data

Quality Scorecard

Have you noticed how Check Sheets have a very short time horizon?
That's because they are designed to gather data — not to analyze it.

Is it your goal to just gather data?
Or do you want to analyze it to make decisions?

If you're going to make decisions, then is one week's worth of data sufficient?

Your Systems2win Trends Scorecard provides a clean system to organize, archive, and analyze reasonably large volumes of historical data.

3) Pivot Tables and Filters

How are you going to use Filter or a Pivot Table on 1 week's worth of data?

Why even bother?

4) Side-by-Side Pareto Charts

Pareto Charts - Past and Current Periods

Your Trends template features 2 side-by-side Pareto charts —
to easily compare your Current Period to historical data — so that you can see trends.

Use dropdown lists to easily change your chart to display any prior period — or the average for all prior periods.

5) Trend Charts


Select any column of data to display in your trend charts

Select to chart either the Median or the Average line

Once you choose your column of data to chart,
it will populate two types of charts for the same data —

  1. A classic Run Chart / Trend Chart with special programming so that it correctly handles zero and blank values within your month-to-date data, and correctly ignores blank values for future dates.
  2. A bar chart that shows the same (month-to-date) data as bars —
    right alongside the summary data bars from previous months
    so that you can quickly see how your current month is performing in the context of historical trends.
Trend Charts in Excel

6) Easily personalize your Visual Scorecards

If you're already familiar with Excel,
then you're going to find everything very familiar whenever you personalize any Systems2win template.

1) Easily drag pre-defined charts into and out of the Print Area

2) Add any type of Excel charts

3) Personalize any of the existing fields

4) Easily add your own custom fields & data

5) Easily hide or unhide the pre-formatted section for detailed 'History by Date'
Unhide if you want to maintain detailed history on the same sheet with your Current Period and Prior Period Averages.

7) All the benefits that you've come to expect from every Systems2win template

Why reinvent

Why reinvent?

Consistent, standardized user interface — using familiar Microsoft Excel

Consistent lean systems for version control

On-line training and videos

Free instructor-led New User Training webinar — every month

Helpful technical support when you need it


The Check Sheet template and Trend Charts template
both come with all the other Six Sigma tools


Why re-invent?



Begin using these tools now!








Join a free webinar




Request a free consultation





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