u Chart Tutorial

When to use this tool

Use the u Chart to monitor the number (or rate) of defects per unit when the subgroup size is variable or constant. This chart allows for multiple defects per unit – for example, number of errors in a loan application or number of product returns per day (one unit). The number of defects/errors/returns, etc., follows a Poisson distribution.

How to use this tool in EngineRoom

Click to Download Data File

To use the u Chart, collect data on at least 20 subgroups, with event counts in each subgroup listed in a column and subgroup size listed in another column. You can have an optional time-order (date/time or numeric) column variable.

To use the u Chart, select the Measure menu > Control Charts (SPC)... > u Chart. The u Chart study opens on the workspace:

There are four “drop zones” attached to the study:

• Data Variable (required): For the “number of occurrences” variable. This variable must be numeric.
• Subgroup Size: For the variable containing the subgroup sizes. If subgroup size is constant, you can ignore this drop zone and enter the value in the dialog box. This variable must be numeric.
• Time Order Variable (optional): Use if you have a variable containing the time stamps of the occurrences. This variable can be numeric or date/time.
• Stage Variable (optional): Use if you have a variable identifying different stages (such as 'Before' and 'After' an improvement initiative). This variable can be numeric, text, or date/time.

Note: The chart demonstration below has the Guided Mode disabled so it combines some steps in one dialog box. You can enable or disable Guided Mode from the User menu on the top right of the EngineRoom workspace.

Example:

The data set provided contains a time-order variable (Period), a Data variable (Number Defects (c)) containing the counts of defects in each subgroup, and a Subgroup Size variable containing the subgroup sizes:

Steps:

1. Open the u Chart tool onto the workspace.
2. Click on the data file in the data sources panel and drag Number Defects (c) onto the Data Variable drop zone.
3. Click and drag Subgroup Size onto the Subgroup Size drop zone (alternatively, enter a constant subgroup size in the Subgroup Size text box in the dialog box).
4. Click and drag Period onto the Time Order Variable drop zone.
5. Select any run tests you want to use. By default, only the first test (any point outside control limits) is selected.
6. Click “Continue.”

The u Chart output includes the control chart and a table listing the values of the upper and lower control limits and the average number of defects per unit:

Notes:

• To rename the study, click on the 'Untitled u Chart' heading and type in the desired name.
• To edit the chart, click on the plotted points or lines and select the options for thickness, color, and style.
• Select the graph setup button to change the tests selected or to enter a constant subgroup size (after dragging away the Subgroup size variable attached to the study):

Attribute Control Charts - u Chart Video Tutorial

(u Chart example starts at minute 4:18)

Instructor Resources

PowerPoint Download