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Excel Control Chart template

aka Statistical Process Control SPC Chart, Shewhart chart, quality control chart

Statistical Process Control Charts

  1. to determine whether a process is in a stable state of control
  2. and to suggest how to make your process more stable
Excel Control Chart template

Sample Excel Control Chart template example

Any stable process has some variation

An unstable process is statistically out of control exhibiting patterns of variation — highlighted in red which should be investigated for possible 'special causes' which should be systematically eliminated so that your process becomes more and more stable


Control Chart Video

Additional relevant training

The Sample and Help worksheets of every template always contain training relevant to THAT template


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


in the same way that you find and open your other 150+ Systems2win templates.

Excel Ribbon bar > Systems2win menu

If you don't yet own a license, you can download your free trial now.

Save your working document

following the usual document storage and naming conventions established by your leaders

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 — which gives you sample data that is extremely helpful for learning how to use your new tool, but is the wrong place to do your real work)

Systems2win menu > Open a Blank 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)

Control Chart - select type

If English is not your preferred language

Switch to your language, just like every Systems2win Excel template.

Now your team is ready to start using your

Excel Control Chart template

Edit the Header data

Edit the header fields for:

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.

Update Chart

Update Chart

In the Systems2win menu in the Excel Ribbon bar, select 'Update Chart'.

Then analyze the Stability Analysis rules, (above the chart) and respond to any alerts 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

Copy 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.

Rolling periods

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.

Process Change

Tip: If your chart changes from flat lines to wavy lines after a Process Change, you might temporarily change your Flat Line Threshold until your process stabilizes again.


Update Chart

If 'Is the Chart Updated?' = FALSE

then you need to Update the Chart.

Systems2win menu > Update Chart

Update Chart

When you select 'Update Chart', it will:

  1. Update the chart for changes to your data
  2. 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)

  3. Either hide or show the +/- 1 and +/-2 Sigma chart lines —
    based on whether Show All Chart Lines is TRUE or FALSE
  4. Highlight points on your chart that violate your user-defined rules for Stability Analysis.
  5. Highlight the text of the Stability Analysis rule(s) that have been broken.

Chart Annotations

Option 1)

Use Systems2win menu > Copy Shapes to simply copy & paste a clear textbox.

Option 2)

Download and install the free utility XYChartLabeler.

Systems2win menu > Copy Shapes

Copy Chart

Systems2win menu > Copy Chart

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...

Trends Scorecard

Before you even start following the instructions above…
first use the special 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.

Multiple Languages

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
Systems2win menu > Select Translations


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.xlsx Excel template, and click the button to Open a Blank 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
Non-conformance data
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
ratio of
non-conformances divided by sample size
ratio of
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

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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.


Suggested Reading and Resources for

Statistical Process Control

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Control Chart template

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