Provided by
Acumen BI ControlChart (IChart)
Provides a customisable, supported and easy to use I Chart extension for Qlik Sense. All you need to do is set the Dimension and Measure and let the extension handle the rest.
Table of Contents
Acumen BI  Control Chart (IChart)
IChart
Configuration and Set Up
Define Styling for Other Measures
Definitions for Additional Measures Displayed in the Chart
Roadmap, Feedback
and Feature Requests
Acumen
BI  Control Chart (IChart)
The Acumen BI Control Chart (IChart) provides a customisable, supported and easy to use I Chart extension for Qlik Sense. All you need to do is set the Dimension and Measure and let the extension handle the rest.
Key features include:

Outliers
Highlighted

Runs 'above'
and 'below' the average highlighted

Trends
up and down highlighted

Ability
to set break point to recalculate the average and upper and lower limits:
o Manually
o Automatically based on Runs and/ or
Trend triggers
o Not at all
Key configuration options include:

Customise
Labels for Dimensions, Measures and Rules

Customise
Line and point style for Dimensions, Measures and Rules

Pick
the number of points to set the highlighting criteria for both Runs and Trends
Control Charts are an analytical technique that plots data and process variation over time. It can:
 Signal when a process may be going out of control.
 Show where to look for sources of special cause variation.
 Help us understand variation and in so doing guide us to take the most appropriate action.
 Save time spent on unecessary 'corrective' action when a data point may just be a result of natural variation.
The Acumen I Chart is a time series line chart with three reference lines and three rules that help you appreciate and highlight variation in the data.
 The reference lines are:
o Upper and lower reference lines: the process limits, also known as control limits. You don't set the limits as these are defined by the variability of data for the measure you are plotting. You can expect approximately 99% of data points to fall within the process limits.
o Rule Two: Runs  Consecutive points above or below the average line. A run of values above or below the average (mean) line represents a trend that should not result from natural variation in the system.
o Rule Three: Trend  Consecutive points increasing or decreasing. A run of six or more values showing continuous increase or decrease is a sign that something unusual is happening in the system.

Outliers
Highlighted
IChart
Configuration and Set Up
Define
the Dimension
The dimension should be defined using the field that
contains the 'date' values to be displayed on the xaxis of the IChart.
 Field: User
Defined as per standard Qlik Field Definitions.
 Label: User
Defined.
 Accepts One dimension
only.
Define
the Measure
The measure should be defined as the 'Events' that you
are wanting to display on your control chart. Examples may include: Average Waiting
Time, Total Attendances, Total Defects. This will be displayed on the yaxis of
the control chart.
 Expression: User
defined as per standard Qlik Measure Definitions.
 Label: User
Defined.
 Number
Formatting: User Defined.
 Show Data
Points: yes/no. Displays or removes dots for each data point.
 Line Colour:
Colour the line item using a simple colour picker or more advanced
options.
 Line Style:
Pick from Solid, Dashed or Dotted.
 Line Thickness:
Adjusts line thickness.
 Accepts
One measure only.
Define
the I Chart Method
Under
'Measure Variables' you can define
the method for the data points that are used in the Average and Upper and Lower
Limit Calculations. The two options are:
1.
All Points Method
1.
This includes all Data Points in the Average
and Moving Range Calculations up to a recalculation event.
2.
You then need to define the Minimum Points
required before a Recalculation can automatically be applied. This is the
minimum number of points required before the chart will automatically
recalculate the Average and Moving Range, assuming you have chosen to
automatically recalculate the Average and Moving range.
2.
Baseline Points Method
1.
Includes only an initial X baseline Data
Points in the Average and Moving Range Calculations.
2.
You then need to define the number of
baseline points you wish to use in the Average and Moving Range Calculations.
This number of points will also be used again after a recalculation event.
1. Calculation
set to 'Auto'
Select
a value from the Drop Down lists. These lists display all values from the
Dimension
*Please
see "What is Included in
the Calculations.xlsx" for a detailed explanation of what data points
are included in the calculations for each of the two methods '.
Define
the Measure Variables
Under
'Measure Variables' you can configure:
2. Rule 2 Runs:
Sets the points above or below the average you are looking for in a run. You
can choose between 5 and 9.
a) Drives the
data points highlighted as part of Rule 2 (Run).
b) It also
defines the Run points for the automatic 'Recalculation Event' scenarios, see
point 3 below.
c) Note: points
must be above or below the average. A point equal to the average will break the
run.
3. Rule 3
Trends: Sets the consecutive points increasing or decreasing you are looking
for in a trend. Choose between 5 and 9.
a) Drives the
data points highlighted as part of Rule 3 (Trend).
b) It also
defines the Trend points for the automatic 'Recalculation Event' scenarios, see
point 3 below.
c) Note: if the
current point and the previous point are equal then this does not 'add to' or
'break' the trend and it carries on to check the next point.
4. Define the 'Recalculation
Event Rule: This determines if there is a recalculation break in the I Chart.
Options include:
a) Run or Trend:
The I Chart will automatically insert a break if a Run or Trend is detected.
Note: the Run will not display on the chart as the break is inserted at the
start of the Run and the average is recalculated to take into account the data
points that triggered the Run.
b) Run Only: The
I Chart will automatically insert a break if a Run is detected. Note: the Run
will not display on the chart as the break is inserted at the start of the Run
and the average is recalculated to take into account the data points that
triggered the Run.
c) Trend Only:
The I Chart will automatically insert a break if a Trend is detected.
d) No Recalculation
Event: The I Chart will NOT automatically insert a break.
e) Manual Break:
Up to two manual breaks can be inserted when in 'Edit' mode for the sheet. For
each Manual break you can input the break point by:
1. Calculation
set to 'Auto'
1. Select a
value from the Drop Down lists. These lists display all values from the
Dimension. Note: you can select 'None' to only have one input value.
2. Calculation
set to ''Custom'
1. You then have
full flexibility to add in a calculation. Note: The calculation needs to result
in ONE value that matches a SINGLE value in the dimension field. The match
needs to include matching underlying date formatting.
2. Example: =
if(today() = '14/10/2018', '01/06/2010', '01/10/2010')
*Please
see "What is Included in
the Calculations.xlsx" for a detailed explanation of what data points
are checked and where breaks are inserted for Run and Trend events.
Define
Styling for Other Measures
Under
'Other Measures Formatting' you
can configure the Styling for a number of other Measures and Rules that are
automatically calculated once a Dimension and Measure have been defined. This includes
the Average, Upper Control Limits, Lower Control Limits, three rules (Outliers,
Run, Trend) and you can also add a Target line. Note:
Definitions for these are outlined in the section below 'Definitions for Additional Measures Displayed in the Chart'.
There are a number of variables that can be configured for the rules. This is outlined in the section above 'Define the Measure Variables'.
The Styling Options for the Average, Upper Control
Limits, Lower Control Limits and Target are:
 Label: User
Defined.
 Line Colour:
Colour the line item using a simple colour picker or more advanced
options.
 Line Style:
Pick from Solid, Dashed or Dotted.
 Line Thickness:
Adjusts line thickness.
The Styling Options for the three rules (Outliers, Run,
Trend) are:
 Show Marker:
Determines if the rule will be shown on the chart or not.
 Label: User
Defined.
 Marker Colour:
Colour the Marker using a simple colour picker or more advanced options.
 Marker Size:
Adjusts the size of the marker.
�
Define
Sorting
Chart
must be sorted by the 'Dimension' (xaxis value) and in ascending value from
lowest date on the left and highest date on the right of the chart.
Define
Chart Appearance
Under
'Appearance' you can configure the appearance
of the chart. This includes:
 General:
Chart Title, Subtitle and Footnote. We recommend using this to communicate
to users key points on how your IChart has been configured.
 Legend: Choose
to display the legend or not and if so in what position.
 Xaxis:
Determine whether to show the title or not.
 yaxis:
Determine whether to show the title or not.
 Calculation
Condition: This allows you to determine if the chart should display or
not. For example you may wish to set the minimum number of points in the
Dimension for the chart to calculate. Example: =GetPossibleCount(Date)
> 20
Definitions
for Additional Measures Displayed in the Chart
Below we outline definitions for
measures that are actually displayed in the chart over and above the Dimension
and Measure outlined above. We have split this into the 'All Points' Method and
the 'Baseline Points' Method.
I Chart Method: All Points Method
This
includes all Data Points in the Average and Moving Range Calculations up to a
recalculation event.
Default
Label 
Measure Summary / Definition 
Average 
Displays the average of the 'Events' measure. This average includes
all values in the 'Events' measure up until any break point. 
Lower Control Limit 
Displays the Lower
Control Limit calculated as: Average
minus (2.66 *Moving Range). The Average and
Moving Range includes all values in the 'Events' measure up until any break
point. Note: points outside the Upper Limit of the Initial Moving Range are
excluded from the Moving Range calculation. See the section below 'How is the
Moving Range calculated' for more information. 
Upper Control Limit 
This is the same definition as the Lower Control Limit apart from it
is in ADDITION to the average not MINUS. 
Rule 1  A single point outside the control
limits 
An outlier is defined as a data point in the
'Events' measure outlined above being GREATER THAN the 'Upper Control Limit'
value for any given Row OR a data point in the 'Events' measure outlined above
being LESS THAN the 'Lower Control Limit' value for any given Row 
Rule 2  A run of X or more points in a row
above or below the average 
A Run is defined as: X number of
consecutive data points in the 'Events' measure being GREATER THAN (Above)
the 'Average' Measure Or X number of
consecutive data points in the 'Events' measure being LESS THAN (Below) the
'Average' Measure. Where 'X' points is
defined by the Qlik Application Developer. The default is set to 7. Note: For the 'All
Points Method' the calculation is taking the 'cumulative average' for the
current row and then checking the next X points against this 'cumulative
average' to see if they are above or below the 'current cumulative average'. *Please see "What is Included in
the Calculations.xlsx" for a detailed explanation of
what data points are checked and where breaks are inserted for Run and Trend
events. 
Rule 3  X consecutive points increasing
(trend up) or decreasing (trend down) 
A Trend is defined as: X number of consecutive data points, where the data
point in the 'Events' measure is GREATER THAN the previous data point in the
'Events' measure. Or X number of consecutive data points, where the data
point in the 'Events' measure is LESS THAN the previous data point in the
'Events' measure. Where 'X' points is
defined by the Qlik Application Developer. The default is set to 6. Note: If the
current data point in the
'Events' measure and the
previous data point in the 'Events' measure are EQUAL then this does
not add to or end the Trend. *Please see "What is Included in
the Calculations.xlsx" for a detailed explanation of what data points are
checked and where breaks are inserted for Run and Trend events. 
I Chart Method: Baseline Points
Method
Includes
only an initial X baseline Data Points in the Average and Moving Range
Calculations.
Default
Label 
Measure Summary / Definition 
Average 
Displays the average of the 'Events' measure. This average only
includes an initial X baseline Data Points from the 'Events' measure. If
there is a breakpoint then the new average only includes an initial X
baseline Data Points from the 'Events' measure. 
Lower Control Limit 
Displays the Lower
Control Limit calculated as: Average
minus (2.66 *Moving Range). The Average and
Moving Range only includes an initial X baseline Data Points from the
'Events' measure. If there is a breakpoint then the new Average and Moving
Range only includes an initial X baseline Data Points from the 'Events'
measure. �Note: points outside the Upper Limit of the
Initial Moving Range are excluded from the Moving Range calculation. See the
section below 'How is the Moving Range calculated' for more information. 
Upper Control Limit 
This is the same definition as the Lower Control Limit apart from it
is in ADDITION to the average not MINUS. 
Rule 1  A single point outside the control
limits 
An outlier is defined as a data point in the
'Events' measure outlined above being GREATER THAN the 'Upper Control Limit'
value for any given Row OR a data point in the 'Events' measure outlined above
being LESS THAN the 'Lower Control Limit' value for any given Row 
Rule 2  A run of X or more points in a row
above or below the average 
A Run is defined as: X number of consecutive
data points in the 'Events' measure being GREATER THAN (Above) the 'Average'
Measure Or X number of
consecutive data points in the 'Events' measure being LESS THAN (Below) the
'Average' Measure. Where 'X' points is
defined by the Qlik Application Developer. The default is set to 7. *Please see "What is Included in
the Calculations.xlsx" for a detailed explanation of
what data points are checked and where breaks are inserted for Run and Trend
events. 
Rule 3  X consecutive points increasing
(trend up) or decreasing (trend down) 
A Trend is defined as: X number of consecutive data points, where the data
point in the 'Events' measure is GREATER THAN the previous data point in the
'Events' measure. Or X number of consecutive data points, where the data
point in the 'Events' measure is LESS THAN the previous data point in the
'Events' measure. Where 'X' points is
defined by the Qlik Application Developer. The default is set to 6. Note: If the
current data point in the
'Events' measure and the
previous data point in the 'Events' measure are EQUAL then this does
not add to or end the Trend. *Please see "What is Included in
the Calculations.xlsx" for a detailed explanation of what data points are
checked and where breaks are inserted for Run and Trend events. 
How is the Moving Range
Calculated
The Moving Range measure
mentioned in the two tables above is calculated based on the following steps:
1. Calculate the 'Upper Limit of the Initial
Moving Range' = 'Moving Range Average' * 3.27
2. Exclude any data points that fall above the
'Upper Limit of the Initial Moving Range'
3. Calculate the 'Moving Range' = Average of the
Moving Range for points that have not been excluded.
Note: The above respects the
selected 'I Chart Method' and any breaks (automatic or manual) in the chart.
For example if the 'I Chart Method' is set at '15 Baseline Points' then only
the first 15 points (or the first 15 after a break) are included in the Moving
Range calculation outlined above.
Note:
 In regards to Rule 2: If a
'Event' data point is exactly equal to the 'Average' data point this will
end the run. It should be noted
this will be checking at a finer decimal point than what is displayed in
the chart.
 In Regards to Rule 3: if the
current point and the previous point are equal then this does not 'add to'
or 'break' the trend and it carries on to check the next point.
 With the documentation
provided Acumen BI have tried to be as open and transparent as possible to
enable users to understand how measures are calculated and understand what
data points are used in different methods. To date this is based on
conversations with clients and potential clients. We appreciate there may
be different takes on these methods and calculations and we welcome
feedback on how this Extension can be improved. Please contact extensions@acumenbi.co.nz with
your feedback.
1.
Can we exclude certain points from the
calculations?
a.
At this stage use native Qlik selections to
select the points you want to exclude, you can then use native Qlik
functionality to 'select excluded' which will in turn actually include the
points for analysis. You could also exclude certain days or dates as part of
the set analysis calculation for the measure.
2.
Can we exclude weekends?
a.
Use native Qlik functionality to add a Filter
list showing 'Day of the Week'. This
will allow users to select the days they wish to include in the charts
analysis. You could also exclude certain days or dates as part of the set
analysis calculation for the measure.
3.
Can we have different Manual breakpoints for
different departments/business units.
a.
Use the Manual Break point method with a
Custom Input on the value.
4.
How will users know how the I Chart has been
configured?
a.
Use the Measure Labels and Chart Title,
Subtitles and Footnotes to explain how each chart has been configured.
5.
How do I know what has triggered an automatic
break?
a.
If the
Recalculation Event is set to Trend Only then a Trend has triggered it.
b.
If the Recalculation Event is set to Run Only
then a Run has triggered it.
c.
If the Recalculation Event is set to Run OR
trend then you can tell this by:
i.
If the Trend rule is highlighted and the
break is towards the end of this trend then a Trend is likely to have triggered
the recalculation.
ii.
If there is no highlighting  then it will likely be a Run that has
triggered the recalculation. The Run will not be highlighted as the break is
put at the start of the run so once it is identified and recalculated it
automatically clears the Run Highlighting as it is no longer a run due to the
new Avg.
6.
Why is there Trend or Run and it has not
automatically recalculated the average and upper and lower limits.
a.
The chart may be set to No Recalculation
Event or Manual Input
b.
There will also be some cases where you may
see a Run or Trend and it does not automatically recalculate. This is because
there is minimum number of points that are required before the chart will
automatically recalculate.
7.
Why do numbers not match the NHS statistical
process control tool?
a.
The NHS Statistical Process Control tool can
be found here: https://improvement.nhs.uk/resources/statisticalprocesscontroltool/
b.
The Reason the Upper Control Limit and Lower
Control Limit Values may not match are the Acumen I Chart ignores 'high values'
from the Moving Range calculation. From what we can see the 'NHS Statistical
Process Control tool' flags these values however includes them in the Moving
Range calculation. This can be changed on the Acumen I Chart however we would
like feedback from the community as to the preferred method of calculation
here. Please contact us at extensions@acumenbi.co.nz with
your feedback.
8.
Why do numbers not match another Process
Control Tool?
a.
In the first instance check if the break is
set at the start or end of a Run.
b.
Please contact us at extensions@acumenbi.co.nz with
your feedback and will investigate this.
9.
Can the user add in manual breaks?
a.
This could be achieved by using a �Custom� manual break calculation and using a variable in the calculation. You would then need to provide a method for the user to set the value in the variable.

Product
currently in BETA

Currently
Out of Scope
o Max 100
values on the X Axis
o Support for
Master Dimension/Measure
o Support for
Master Visualization
o Support for
PDF/IMG/XLSX export
o Support for
Stories
o nPrinting,
all versions.
o Qlik
Analytics Platform (QAP). Note: we have not tested this so it may work.
o Versions
prior to June 2018. Basic testing has shown it is generally compatible however
we are still to define if early Qlik Sense versions will be supported
officially.

Hours
o Standard
business hours for Auckland, New Zealand. Alternative arrangements can be
discussed on request.

Contact
us at extensions@acumenbi.co.nz with your support requests and
bug reporting.
Roadmap,
Feedback and Feature Requests
Contact us at extensions@acumenbi.co.nz
with your feedback, feature requests, support
requests and bug reporting. We also welcome suggestions on new charts and
extensions you would like to see developed. This will feed into our wider
development Road Map.
We understand there are further rules that
could be included and that globally there are several different versions of the
IChart and how the Averages and Rules might be calculated.  We welcome your feedback on what you would
like to see developed. We will incorporate as much flexibility as possible and
use feedback to develop our future Road Map.

Product
currently in BETA
By using the Acumen BI Qlik Sense Extensions and Services you acknowledge and agree that all such use constitute's your acceptance of the following Terms & Conditions:
60 Day Trial
Free to try it outFree to Trial  
Unlimited Users  
Unlimited Projects  
100% onpremise 