Control Charts - Support

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Features and License

Do you want to know what the visual can do? Or interested in licenses?
See Control Charts Product page.

Youtube channel

See our help videos on Youtube.

How to get started?

1) Add measured value
This must be numeric data. Usually, it is some measurement or KPI that you are interested in, such as lead time, weight, or size of the component.

2) Add X
Control charts plot measure by time, so you have to add some time measure. It can be a date/time but also a number. It is important that X has a distinct value for each measurement, and that’s it is in the correct order. If your data is not in the correct order, the control chart will yield incorrect results.

If you don’t want to use the same variable for identification and ordering of data rows, use Row Id in combination with X. When using Row Id, x is used as a label, so each value of x need not be unique.

For p- and u-charts you also have to Area of Opportunity.

3) Select chart type (only in full version)

4) Optional: add other data roles
You can also add row id, subgroup, and tooltip.

Row id can be used with datarole X when it doesn’t identify and order datapoint correctly. In this case, the X is used as a label in the axis, but row id is used in calculations.

The subgroup can be used to 1) indicate change points, and 2) in S-Chart to dynamic subgrouping + indication change points. S-charts can use two data roles in subgroup role. Other charts use only one.

Tooltips can use multiple data roles. Tooltip is shown when cursor is hovering over a datapoint.

How the limits (UCL, LCL, and sigma-lines) are calculated?

We use formulas described in Donald Wheeler : Understanding Statistical Process Control. The implementation is compatible with most other textbooks on SPC.

What are these different chart types and which one I should use?

Control charts are powerful tools and they can feel a bit intimidating. If you have SPC-experts, quality engineers, or perhaps Lean Six Sigma Black Belts in your organization, you might want to consult them first.

We can also recommend the following books on the subject.

Wikipedia can also serve as a starting point for control charts.

When and how to create a Row Id?

See also our help video.

PowerBI framework loves to aggregate data. This means that duplicate values are transferred to visual only once. Usually, this is the right thing to do, as many times it doesn’t make a difference for visualization. Aggregating data has a positive effect on performance.

When using Control Charts, aggerating has to be done in the visual, in order to get correct results. That’s why it is mandatory that data comes to the visual in the correct order and correct granularity. Best way to achieve this is to use Row Id.

Adding the license key is annoying, what to do?

Create a visual, fix the needed settings and add the license key. Copy this visual when creating actual visualization. For the copies, you don’t need to add license key separately. You can even create an additional page to the report and place the original visual there. Remove the extra page when the report is ready.

See the help video on how to enter the license key, and how to copy the visual, so you don’t have to enter the key again.

Dealing with larger datasets

If you have a larger data set than a few thousand items, you will be better off using Power BI Desktop or Chrome browser.

You should also make sure that you have selected the ‘Draw > Mode > Dynamic’ option from the settings.

It is faster to create a report if you filter the dataset to contain fewer elements and remove this filter when the report is ready.

The help page is shown even with X and Measured value are added

Please check your chart type. P and u-charts require that you add an Area of Opportunity.

How can I use dynamic subgroups with S- and R-Charts?

When S- or R-Chart is selected as the chart type, it is possible to use a fixed or dynamic subgroup size.

Fixed subgroup size is the default and the size can be set from settings: settings > Chart > Subgrop size.

Dynamic subgroup size can set as follows. First enable dynamic subgroup size, by settings options > Chart > Dynamic Subgroup Size = On. Set also the datarole ‘subgroup’ to have at least one datarole. The subgroup is dow determined from the set datarole.

Subgrouping can also be used to indicate a change point in the process. For fixed subgroup size add a datarole to subgroup. For dynamic subgroup size, the subgroup datarole can contain two fields, first is used for dynamic subgroup size and the second is used to indicate a change point.

You can also see an example report of the subgrouping in S- and R-Charts.

Where do I get the visual?

There are two ways to get the visual:

1) AppSource website
You can download the visual file and example report from the AppSource website. After downloading the visual file, select “Import from file” in Power BI desktop and select the downloaded file.

2) Import directly to report
Use the Power BI’s “Import from Marketplace” feature and add the visual directly to your report.

Ideas, comments, or feedback?

We are more than happy to hear from you. Send mail to support (at-the)

Version history and release notes

1.1.0 / 22.4.2019

  • Facets
  • np/p/c/u-Charts
  • Setting grouping clearer
  • Tooltips, selections & run tests to free version
  • Custom sized data-area
  • User option: failed run test color
  • User option: x-axis label rotation
  • User option: value label for UCL/LCL, CL
  • User option: x/y label tick size
  • User option: facet label on/off
  • User option: facet common y-axis on/off
  • Fix: X-axis label overlapping
  • Fix: failed run test indicator position
  • Fix: data point without value caused a crash
  • Fix: data points rects IE/Edge
  • Fix: data points selection to point middle

1.0.0 / 2.4.2019

  • Initial version.