Excel Control Chart template
aka Statistical Process Control SPC Chart, Shewhart chart, quality control chart
Sample Excel Control Chart template example
Bookmark = Training
Control Chart Training
Video: Control Charts
How to use your template to
Create Control Charts in Excel
Find and open your template
Find and open your Control Chart template (ControlChart.xlsx)
in the same way that you find and open
your other 150+ Systems2win templates.
Save your working document, following the usual
document storage and naming conventions
established by your leaders.
If English is not your native language
Switch to your language, just like every Systems2win Excel template.
Open a Blank Sheet
When you're ready to start doing your own real work...
click the button to 'Open a Blank Sheet'
Excel Ribbon bar > Systems2win tab > Open a Blank Sheet
This blank sheet is where you will do your real work
(not on the Sample sheet)
Rename your new sheet
and then choose the correct type of Control Chart for your process:
c-chart, p-chart, or u-chart
(See training for Types of Control Charts, lower in this page)
Edit the Header data
Edit the header fields for:
- Chart Title
- Revised Date
- What (Y Axis Label)
And notice that all of these header fields also automatically appear in the chart itself,
thereby making the chart far more useful when you copy it to PowerPoint or other presentations.
Enter your data
Enter your data in the 2 or 3 columns to the left of the chart.
Notice that you can Insert Copied Cells below the colored bottom row to continue entering data for a very long time—
and the chart will correctly display only the most recent Time Periods for your specified number of Rolling Periods.
If your source data is in a horizontal format, you can easily transpose it to vertical.
If copying or importing data from another source...
perhaps use Copy > Paste Special to paste only Values
Personalize Your Document
Enter your desired 'n' values for Stability Analysis.
Enter your desired Number of Rolling Periods.
In the Systems2win menu in the Excel Ribbon bar, select 'Update Chart'.
Analyze for Stability Analysis rules, and respond to any special conditions highlighted in bold red.
To print just the chart—select the chart, then CRTL+P
If you want to also print the headers, then you might need to manually adjust the Print Area.
Copy and paste the chart
Optionally resize your chart (before copying it)
Select the chart, then in the Systems2win menu, click 'Copy Chart'
which will copy a picture of your chart to the clipboard,
so that you can then paste it to any other document.
(not only Excel documents—but also Word, PowerPoint, etc)
Excel Control Chart Advanced Features
Here are a few useful features that you won't find in most SPC templates —
and it is especially rare to find ALL of these features in ONE template.
Your Systems2win template makes it extremely easy to continue to enter or import unlimited data
while your chart displays only the most recent data for your specified Number of Rolling Periods...
and still correctly handle a Process Change
(where all of your control lines get reset because your process underwent a major change).
(We have never seen another control chart that offers this exceptionally useful feature)
Flat or Wavy Lines
In the p chart and u chart, you can define your own Flat Line Threshold ratio.
(the suggested default value is 75%)
If the minimum divided by the maximum Sample Size is greater than the 'Flat Line Threshold' ratio,
then Control Limits are charted as averaged flat lines.
If less, then they are charted as wavy lines —
showing how control limits change as sample size changes.
Tip: If your chart changes from flat lines to wavy lines after a Process Change,
Bookmark = update
If 'Is the Chart Updated?' = FALSE
then you need to Update the Chart.
Version 13 or higher, select Systems2win menu > Update Chart
Version 12 or lower, click the 'Update Chart' button
When you select 'Update Chart', it will:
- Update the chart for changes to your data
- Automatically scale the chart to show only:
a. The most recent data for your specified Number of Rolling Periods
b. Rows that have data (correctly excluding blank rows from the chart)
- Either hide or show the +/- 1
and +/-2 Sigma chart lines —
based on whether Show All Chart Lines is TRUE or FALSE
- Highlight points on your chart that violate your user-defined rules for Stability Analysis.
- Highlight the text of the Stability Analysis rule(s) that have been broken.
Use Systems2win menu > Copy Shapes
to simply copy & paste a clear textbox.
Download and install the free utility XYChartLabeler.
Use the special Systems2win Copy Chart feature
to copy a picture of your selected chart to the clipboard,
so that you can then paste it to ANY other document
(in Excel, Word, PowerPoint, etc.)
Control Charts in other documents
If you want a Control Chart worksheet within any other Systems2win workbook...
Before you even start following the instructions above…
first use the speical Systems2win Copy Sheet utility
to copy the entire Control Chart worksheet
into the workbook containing your source data.
The source workbook can be ANY Systems2win template,
but the most popular is the Trends Scorecard template.
para gráficos de controle, gráficas de control, diagrammes de contrôle, 控制图
Like every Systems2win Excel template,
your users can click a button to switch between languages.
International names for control charts include:
- c-chart: Gráfico c, Carta c, 图表 c
- p-chart: Gráfico p, Carta p, 图表 p
- u-chart: Gráfico u, Carta u, 图表 u
Bookmark = types
Types of Control Charts
Excel Control Chart templates
to measure discrete attributes
The most popular types of Statistical Process Control Charts are c-charts, p-charts, and u-charts,
which measure the number, or ratio, of non-conformances of a process or the thing being transformed.
When you open the ControlChart.xls Excel template, and click the button to Open a Blank Template Sheet,
a dialog will appear asking which type of chart you want. Use this table to help make your decision...
|C Chart||P Chart||U Chart|
is measured in...
|whole number integers (not fractions)|
|Sample Size...||can be unknown,
or is ignored
because always the same
|can vary||can vary|
|The thing being counted (on the vertical
Y Axis) is...
|the actual count of
non-conformances divided by sample size
divided by sample size
|The test for defects...||must be a single pass/fail test per unit||must be a single pass/fail test per unit||can count multiple defects for each unit|
Even though it would have been easy to program, Systems2win has chosen not to offer the option of an np-chart,
because it is so rarely the right choice. An np chart is identical to a p chart, except that the Y vertical axis displays the actual count,
rather than the ratio. A p-chart is almost always the wiser choice.
Control Chart examples
Process Control Chart templates
to measure continuous variables
If your data is measured in fractions, rather than whole numbers,
then you need to use the XmR, XbarR, or XbarS types of control charts.
These less popular tools consist of 2 to 4 graphs that must be interpreted together,
and require a level of training that starts to surpass the understanding of a typical Green Belt operator,
which is why Systems2win has chosen to offer only the more intuitive and widely-used Attribute Charts.
If you need Variable Control Charts, then you should probably invest in software (and training) that is more targeted toward Six Sigma Black Belts — that have extensive training in advanced statistical methods.
If you're among the large majority looking for an easy-to-use and easy-to-understand c-chart, p-chart,
or u-chart, then you are likely to truly appreciate the consistent user interface and high levels of
help and training that are common to all Systems2win templates.
If you already own other statistical software
Don't be surprised that many of your users might prefer the more professionally developed and better documented Systems2win templates. And (especially if you own a Systems2win license for unlimited users), perhaps you will find that you don't need to purchase and maintain so many seats of your expensive statistical software.
Bookmark = Reading
Suggested Reading and Resources
Control Chart template
This Excel SPC template for control charting
and you can empower every team member