Also comes with
Check Sheet template
aka Quality Check Sheet or Tally Sheet template
What is a Tally Sheet template used for?
- Objectively observe and measure defects
and events that are believed to possibly contribute toward defects.
- Provide a basis for clearly-defined and agreed-upon operational definitions of what a defect is and is not.
- Keep the data collection process as simple and easy as possible (usually using simple hand drawn check marks)
- Help identify root causes of problems
- Provide a structure for uniform data collection and interpretation
- Serve as a base for creating charts, Pivot Tables, and other forms of data analysis
- Provide objective, measurable data to substantiate or refute opinions and theories
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 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
(The Scorecard template
has been replaced with the new Trend Charts Scorecard template. Everything is the same, except there are now more drag 'n drop trend charts.)
Trend Charts Scorecard
aka Quality Scorecard, Visual Scorecard, or Tally Sheet
Also serves as Production Schedule to Actual Report.
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 trends.xls Trend Chart template,
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.
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)
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
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
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 —
- 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.
- 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.
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
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