EngineRoom for Excel Feature Tour

EngineRoom for Excel is a Microsoft® Excel® software add-in that provides all level of process improvement and Lean Six Sigma practitioners with a full suite of powerful and simple-to-use data analysis tools.

The Tools of EngineRoom for Excel

EngineRoom for Excel is organized in a DMAIC format, with tools arranged as you would use them in the process of completing a Lean Six Sigma project.

View a comparison of the latest version of EngineRoom for Excel with Minitab and Quality Companion.

Here are the tools and templates provided with EngineRoom for Excel:

Define Affinity Diagram, Cause & Effect Matrix, CTQ Tree, Design Scorecard, Gantt Chart, Pareto, Project Charter, Project Priority Matrix, QFD (four houses), RACI (Stakeholder analysis) Template, SIPOC Map, Financial Return Calculator
Measure Box Plots, C Chart, Check Sheet, CUSUM/EWMA Control Charts Templates, Data Collection Plan, Descriptive Statistics, Histogram, Input Screening Report, Measurement Systems Analysis (Variable and Attribute), Normality Test, NP Chart, P Chart, Process Capability Analysis (Snapshot and Complete), Sample Size Calculator (Parameter estimation), Scatter Plot (includes matrix plot for up to 6 variables), Sigma Level, Trend Chart, U Chart, X-bar & R Chart, X-bar & S Chart,  XmR Chart
Analyze Cause & Effect (Fishbone) Diagram, Cause-Effect Matrix, Designs of Experiments (Two-level Full and Fractional, General Factorials), DOE Planning Worksheet Template, Hypothesis Testing (Anderson Darling Normality test, Proportions Z-test, t-tests, Binomial, Chi-Square, F-test, ANOVA, Levene’s Modified, Sign, Wilcoxon Signed Ranks, Mann Whitney Wilcoxon, Kruskal Wallis, Friedman), Logistic Regression, Multiple Regression, Power and Sample Size (Hypothesis tests), Pugh Analysis, Sample Size (parameter estimation), Simple Regression
Improve Corrective Action Matrix, FMEA, Monte Carlo Analysis, Solution Selection Matrix
Control Control Charts, Control Plan, Project Closeout
Manage Data Normality Tests (Anderson-Darling Normality Test, Chi-Square Normality Test), Rank and Percentiles, Stack/Unstack, and 8 different data transformation functions.
Lean Tools 5-Why, A-3 Template, Core Process Pull, Little’s Law Calculator, Replenishment Pull, Standard Work, Value Stream Map
DFSS Tools Affinity Diagram, Control plan, CTQC, Designs of Experiments, Design Scorecard, FMEA, Gantt Chart, Monte Carlo, Multiple Regression, Process Capability, Project Charter, Project Prioritizer, Pugh Concept Selection, QFD, Simple Regression

Top Features in EngineRoom for Excel

Below are just a few of the useful features you will find in EngineRoom for Excel.

Excel Compatibility

Excel Compatibility

Once you have opened Excel, you can easily access the Lean Six Sigma tools and templates of EngineRoom for Excel!

The EngineRoom for Excel tools are available as a ribbon (for 2007 and later), as shown on the right.

A Common Data Sheet for Variables

Because EngineRoom for Excel accesses a common, centralized data sheet, it can reference variables by name. This format helps you to avoid the cutting and pasting of arrays commonly required by Excel.

Simplified Data Entry

Simplified Data Entry

You can load data into EngineRoom for Excel's templates by accessing variable names through a handy dialogue box.

Linked Templates

EngineRoom for Excel supports Voice of the Customer by linked templates from the Affinity Diagram through to the final Control Plan.

Lean Tools

EngineRoom for Excel offers a variety of common and unique tools for Lean and Lean Six Sigma practitioners, including 5-Why, A3 Report, Core Process Pull, Little's Law Calculator and Value Stream Map. Read more about these Lean tools.

Hypothesis Testing in Plain English

Hypothesis Testing in Plain English

This patented interactive wizard makes Hypothesis Testing accessible to all levels of practitioners. The hypothesis wizard uses simplified explanations to provide guidance to the appropriate test and an explanation of the results.

Design of Experiments for Everyone

EngineRoom for Excel's unique, interactive DOE Wizard guides you step-by-step through the process of experimental design creation and analysis. With EngineRoom for Excel, the power and efficiency of DOE is available to practitioners of all skill levels to help achieve major breakthroughs in product and process improvements.

Stacked Histograms

The Stacked Histogram option allows you to visually compare multiple data sets. EngineRoom for Excel automatically generates charts and graphs, which can easily be modified using standard Excel controls.

Interactive Cause & Effect Diagram

Interactive Cause & Effect Diagram

Templates for planning and data analysis include an interactive Cause & Effect diagram option. Once created, you can easily customize the Cause & Effect diagram.

Statistical Process Control (SPC)

Need SPC? EngineRoom for Excel offers a full range of SPC charts that you can easily create using pull-down menus.

Because these are Excel charts, you can easily save and share the outputs for viewing by other users who do not (regrettably) own EngineRoom for Excel.

Multiple Regression Made Easy

In EngineRoom for Excel, we have error-proofed Multiple Regression through the use of dialogue boxes that guide proper model creation. Once you have selected an alpha level, the model will prompt variable selection.

Lean Tools in EngineRoom for Excel

One of the distinguishing features of EngineRoom for Excel is the depth and variety of its Lean tools.

EngineRoom for Excel is organized in a Six Sigma DMAIC format, and you access the Lean tools from each of the DMAIC menus where you would logically use them when completing a project. Here are some of the top Lean features.

Value Stream Map

Value Stream Map (Define menu)

A value stream is all of the activities an organization performs in order to produce its end product or service. A value stream map should be created prior to any Lean initiative.

EngineRoom for Excel supplies you with a Value Stream palette in Excel. Then click on the options you need - for Information Flow, Lean Manufacturing, Material Flow, and Production Flow - to create your map.

5-Why (Measure / Analyze menus)

The 5-Why analysis method is used to move past symptoms and understand the true root cause of a problem. It is said that only by asking "Why?" five times, successively, can you delve into a problem deeply enough to understand the ultimate root cause.

A3 Report

This hybrid 5-Why template helps you to track metrics and success through the 5-Why technique. Features include a Pareto table, a trend chart tool, a cascading list of whys, and sections to record countermeasures and verification of success.

A3 Report (Improve menu)

The A3 One-Page Report is a Lean tool that was developed for use in documenting and deciding between improvement plans for relatively short duration Kaizen improvement activities.

This A3 Report tool includes instructions, a template, and a completed example for an invoicing process.

Core Process Pull (Improve menu)

With just a few pieces of information about your process, the Core Process Pull worksheet helps you determine the minimum amount of work in process (WIP) your process can have while still maintaining full output.

Core Process Pull

The worksheet also helps you determine an appropriate plan for reducing WIP from current levels to the new, recommended levels. The worksheet can handle up to a ten step process.

Little's Law Calculator (Improve menu)

With the Little's Law equation, you can balance capacity with demand. This calculator gives you three options to help determine Cycle Time, Completion Rate, or Work-In-Process.

Replenishment Process Pull (Improve menu)

The replenishment pull worksheet allows you to enter the basic inputs needed to determine the key parameters to operate a replenishment pull system.

Replenishment Process Pull

The worksheet also produces a sample graph to show the 'sawtooth' consumption and replenishment cycles of the pull system.

Standard Work (Improve menu)

After making changes to improve a process, you will want to take steps to avoid reverting to the old routines or methods that didn't work so well.

The Standard Work template lets you (1) define the "as-is" process steps, (2) identify areas where work is required to achieve a balance between capacity and demand, and (3) document the process steps in detail once the balance is achieved and waste has been removed.

MonteCarlo Simulation Wizard

EngineRoom for Excel includes a MonteCarlo wizard module, which leads you step-by-step through the setup to run a MonteCarlo simulation analysis on your process model.

How can you learn more?