Acumen BI Control Charts

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Acumen BI Control Charts



Pricing and Setup

Provides a customisable, supported and easy to use Control Charts extension for Qlik Sense. All you need to do is set the Dimension and Measure and let the extension handle the rest.

 

To access the ‘Control Chart Example Qlik Application’ you need to unzip the extension folder and then you can find it located inside the folder 'Example'

Table of Contents

Acumen BI Control Charts 1

Acumen BI - Control Charts. 2

Why the Acumen Control Charts. 2

Extension Import Process. 2

First Time Import. 2

Uploading a New Version. 2

Configuration. 2

Pick Control Chart Type. 2

Define the Dimension. 2

Define the Measure. 3

Define the Control Chart Method. 4

Define the Measure Variables. 6

Define Styling for Other Measures. 8

Define Sorting. 9

Define Chart Appearance. 9

High Level Definitions for Additional Measures Displayed in the Chart 10

Organisational Default Settings. 14

Frequently Asked Questions. 14

Support 15

Roadmap, Feedback and Feature Requests. 16

Version Control 16

Terms and Conditions. 16

 

 

Acumen BI - Control Charts

The Acumen BI Control Charts provide a customisable, supported and easy to use Control Chart extension for Qlik Sense. All you need to do is set the Dimension and Measure and let the extension handle the rest.

Control Chart Types include:

-          I Chart

-          P Chart

-          P Funnel Chart

-          nP Chart

-          U Chart

-          U Funnel Chart

-          C Chart

-          Run Chart: Mean

-          Run Chart: Median

Key features include:

-          Outliers Highlighted

-          Runs 'above' and 'below' the centre line highlighted

-          Trends up and down highlighted

-          Ability to set break point to recalculate the Centre Line 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

-          Customise x axis, y axis and legend font sizes and labels

-          Set default options for your organisation

Why the Acumen Control Charts

A control chart is a chart type with built in intelligence that helps you analyse your data and understand variation in your processes. It will help you identify two key causes of variation including:

-  Common Cause: Causes inherent in the system (process or product) over time, affect everyone working in the system, and affect all outcomes of the system.
-  Special Cause: Causes that are not part of the system (process or product) all the time or do not affect everyone, but arise because of specific circumstances.

Once you are able to understand the type of variation in your process you can:
-  Determine if the process you are measuring is Stable (only displays common cause variation) or Unstable (displays both common cause and special cause Variation).
-  Plan effective improvement strategies.

o  When a measure is stable—that is, it exhibits only common cause variation—it means that we are seeing only variation inherent in the current process design for this measure. Our improvement strategy then will involve: Realizing that since that the process is performing as well as possible, to make it perform better will require process redesign, Identifying aspects of the process to change, Testing those changes, Implementing successful changes
o  When a measure is unstable—that is, when we become aware that there are special causes affecting a process or outcome measure, it means that something not typically part of the process design is affecting the process. In this case it is feasible and economically sound to learn from the special cause. Our improvement strategy then will involve: Identifying when the special cause occurred, learning from the special cause, taking action based on the special cause
o  Note: Special cause may be unfavorable or favorable. When we see undesirable special cause the logical action is to remove the special cause and make it difficult for it to occur again. Other times, the special cause produces a favorable result, so the appropriate action is to make it a permanent part of the process
o  Note: a stable process does not mean it is achieving the desired results It just means it is predictable. If it is stable and you are not meeting targets then to meet these targets you may need to consider the improvement strategy outlined above for ‘when a measure is stable’.

-  The above is summarised from Chapter 4 of Provost, Lloyd P.. The Health Care Data Guide . Wiley. Kindle Edition. We highly recommend this book.
-  Control Charts also allow you to:
o  Understand whether changes you are making are resulting in improvement.
o  Signal when a process may be going out of control
o  Show where to look for sources of special cause variation.
o  Help understand variation and in so doing guide us to take the most appropriate action.
o  Save time spent on unecessary 'corrective' action when a data point may just be a result of natural variation.
o  Save time and money focusing on the wrong improvement strategy

We recommend working with specialists in your organisation to determine what chart is most appropriate and consulting resources such as: ‘The Health Care Data Guide: Learning from Data for Improvement’, a book by Lloyd P. Provost and Sandra Murray.

 

Extension Import Process

First Time Import

If this is the first time you are importing the Acumen Control Chart into your Qlik Sense environment:

  1. Download the Acumen Control Chart Extension
  2. Upload the Acumen Control Chart Extension into the Qlik Management Console as you would for other Qlik Sene Extensions
  3. Test by adding the extension to a Qlik Application. You can find the extension by:
  4. a.       Opening a Qlik Application.

    b.       Going into ‘edit mode’ for a sheet

    c.       On the left hand properties panel go to Custom Objects >> Extensions >> Acumen Control Chart

    d.       Drag and Drop the chart and add dimensions and measures as required

Uploading a New Version

If you already have a version of the Acumen Control Chart and are uploading a new version:

  1. Download the Acumen Control Chart Extension.
  2. If you have set custom default settings for your organisation you will need to update these again in the new file before uploading
  3. Note: If you have the Qlik Sense Hub or a Qlik Sense App open you will need to refresh the page you are working on for the new version to take effect.
  4. 1.       Take a backup of the version you are currently using by exporting the current extension and saving it as a backup

    2.       Delete the current version of the Acumen Control Chart

    3.       Upload the new version of the Acumen Control Chart

  5. Regression test several of your existing Qlik Applications with Control Charts
  6. Test the new version and new features by adding the extension to a Qlik Application. You can find the extension by:
  7. 1.       Opening a Qlik Application

    2.       Going into ‘edit mode’ for a sheet

    3.       On the left hand properties panel go to Custom Objects >> Extensions >> Acumen Control Chart

    4.       Drag and Drop the chart and add dimensions and measures as required.

 

Configuration

Pick Control Chart Type

There are a number of Control Chart types to select from in the ‘Pick Control Chart Type’ Property Panel. Depending on the type of data and the purpose of your analysis different charts are more appropriate. Below we provide a brief overview of the Acumen Control Charts available. We recommend working with specialists in your organisation to determine what chart is most appropriate and consulting resources such as: ‘The Health Care Data Guide: Learning from Data for Improvement’, a book by Lloyd P. Provost and Sandra Murray

  1. I Chart
    1. Use for Continuous/Measured Data, eg time, money, volume count
  2. P Chart
    1. Use for Count Data, always a whole number, eg mistakes, errors, defects.
    2. Shows the fraction defective with a varying sample size
    3. Similar to a U Chart however use a P Chart when each item is only counted once eg Patients Harmed, Defective Items. The numerator can not be larger than the denominator
  3. P Funnel Chart: Same as a P Chart however the x axis is sorted by the denominator
  4. nP Chart
    1. Use for Count Data, always a whole number, eg mistakes, errors, defects
    2. Shows the fraction defective with a constant sample size
    3. For example incorrect forms when X have been audited on a regular basis.
  5. C Chart
    1. Use for Counted Data, always a whole number, eg mistakes, errors, defects.
    2. Use for data that has been counted where the opportunity for the item being counted is large but the occurrences are small.
    3. For example medication errors, unplanned outages.
  6. U Chart
    1. Use for Counted Data, always a whole number, eg mistakes, errors, defects.
    2. Use when counting defects and the sample size varies
    3. Similar to a P Chart however use a U Chart when the numerator can be larger than the denominator
    4. For example total harm events where each patient could have multiple harm incidents
  7. U Funnel Chart: Same as a U Chart however the x axis is sorted by the denominator.
  8. Run Charts: use when number of data points collected is limited

Define the Dimension

The dimension should be defined using the field that contains the values to be displayed on the x-axis of the Control Chart. Often these will be a date format however for some of the Control Chart Types they do not have to be. For example you may want to use a P Chart to compare variation between Hospitals, DRGs or Production Lines

  1. Field: User Defined as per standard Qlik Field Definitions.
  2. Label: User Defined.
  3. Accepts One dimension only.

Define the Measure

Different Chart Types require a different number of Measures to be added.

  1. One Measure: I Chart, C Chart, Run Chart: Mean and Run Chart: Median
    1. The measure should be defined as the 'Events' that you are wanting to display on your control chart. Examples may include: Centre Line Waiting Time, Total Attendances, Total Defects.
    2. This will be displayed on the y-axis of the control chart.
  2. Label: User Defined.
    1. Numerator: A calculation for the ‘Events’ of interest
    2. Denominator: A calculation for the Sample Size.
    3. A calculation using both the numerator and denominator will be displayed on the y-axis of the control chart.
  1. 1. Formatting options for the measure include: Expression: User defined as per standard Qlik Measure Definitions
  2. Label: User Defined.
  3. Number Formatting: User Defined.
  4. Show Data Points: yes/no. Displays or removes dots for each data point.
  5. Line Colour: Colour the line item using a simple colour picker or more advanced options.
  6. Line Style: Pick from Solid, Dashed or Dotted.
  7. Line Thickness: Adjusts line thickness.

 

 

Define the Control Chart Method

Under 'Measure Variables' you can define the method for the data points that are used in the Centre Line and Upper and Lower Limit Calculations. The two options are:

1.       All Points Method

1.       This includes all Data Points in the Center Line and Control Limit 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 Centre Line and Control Limits, assuming you have chosen to automatically recalculate these.

2.       Baseline Points Method

1.       Includes only an initial X baseline Data Points in the Centre Line and Control Limits Calculations.

2.       You then need to define the number of baseline points you wish to use in the Centre Line and Control Limits Calculations. This number of points will also be used again after a recalculation event.

*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 Centre Line 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 Centre Line. A point equal to the Centre Line 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 Control Chart. Options include:

a)       Run or Trend: The Control 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 Centre Line is recalculated to take into account the data points that triggered the Run.

b)      Run Only: The Control 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 Centre Line is recalculated to take into account the data points that triggered the Run.

c)       Trend Only: The Control Chart will automatically insert a break if a Trend is detected.

d)      No Recalculation Event: The Control 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 Centre Line, Upper Control Limits, Lower Control Limits, three rules (Outliers, Run, Trend) and you can also add a Target line. Note:

  • 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 Centre Line, Upper Control Limits, Lower Control Limits and Target are:

  1. Label: User Defined.
  2. Line Colour: Colour the line item using a simple colour picker or more advanced options.
  3. Line Style: Pick from Solid, Dashed or Dotted.
  4. Line Thickness: Adjusts line thickness.

 

The Styling Options for the three rules (Outliers, Run, Trend) are:

  1. Show Marker: Determines if the rule will be shown on the chart or not.
  2. Label: User Defined.
  3. Marker Colour: Colour the Marker using a simple colour picker or more advanced options.
  4. Marker Size: Adjusts the size of the marker.

 

 

Define Sorting

Charts are sorted by the 'Dimension' (x-axis value) and in ascending value from lowest date on the left and highest date on the right of the chart. The exception to this is the Funnel Charts where they are automatically sorted based on the ‘Denominator’ value in descending order

 

Define Chart Appearance

Under 'Appearance' Under ‘Appearance’ you can configure the appearance of the chart. This includes:

  1. General: Chart Title, Subtitle and Footnote. We recommend using this to communicate to users key points on how your Control Chart has been configured.
  2. Legend: Choose to display the legend or not and if so in what position.
  3. Legend: Choose the font size of the legend text.
  4. X-axis: Determine whether to show the title or not.
  5. X-axis: Determine to show the scroll bar or not. Not showing the scroll bar will allow you to see all points on the x-axis in one chart view
  6. X-axis: Determine to right align the chart so the latest dates are seen by default. It will also allow you to determine how many points on the x-axis you wish to see at one time
  7. X-axis: Determine the font size for the ticks and x-axis label
  8. X-axis: Set custom number of ticks to display by culling x-axis
  9. y-axis: Set custom number of ticks to display by setting the count for y-axis
  10. y-axis: Determine the font size for the ticks and y-axis label
  11. y-axis: Determine whether to show the title or not.
  12. 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

 

High Level 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.

 

 

Default Label

Measure Summary / Definition

Centre Line

Displays the Centre Line for the Control Chart. Each Control Chart Type has a different method for calculating this.

 

Lower Control Limit

Displays the Lower Control Limit calculated as Centre Line minus 3 * Sigma for all charts except for the I Chart where the calculation is Centre Line minus (2.66 *Control Limit).

 

 

Upper Control Limit

This is the same definition as the Lower Control Limit apart from it is in ADDITION to the Centre Line 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 Centre Line

A Run is defined as:

 

X number of consecutive data points in the 'Events' measure being GREATER THAN (Above) the 'Centre Line' Measure

 

Or

 

X number of consecutive data points in the 'Events' measure being LESS THAN (Below) the 'Centre Line' Measure.

 

Where 'X' points is defined by the Qlik Application Developer. The default is set to 8.

 

Note: For the 'All Points Method' the calculation is taking the 'cumulative Centre Line' for the current row and then checking the next X points against this 'cumulative Centre Line' to see if they are above or below the 'current cumulative Centre Line'.

 

*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 are the I Chart Control Limits Calculated

How are the I Chart Control calculated based on the following steps:

1.       Calculate the 'Upper Limit of the Initial Control Limit' = 'Control Limit Average' * 3.27

2.       Exclude any data points that fall above the 'Upper Limit of the Initial Control Limit'

3.       Calculate the 'Control Limit' = Average of the Control Limit 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 Control Limits calculation outlined above.

 

Note:

  1. In regards to Rule 2: If a 'Event' data point is exactly equal to the 'Centre Line' 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.
  2. 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.
  3. 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.

Organisational Default settings

This section outlines how you can update the default Measure Variables and themes which then apply on all new charts as the default setting. This does not change existing charts and once a chart has been made the settings can still be configured on a chart by chart basis via the properties panel.

This section explains how to customise the ‘editSettingsHere.js’ file which contains all the default I-Chart settings. To make changes

  1. Extract the extension zip file
  2. Under the folder Config, edit the “editSettingsHere.js” file with custom values as explained in the section below. a. The ‘editSettingsHere.js’ file can be opened with any text editor like sublime or notepad. Please note that the file contains json data and the only thing you want to change is the values on the right-hand side of these settings
  3. Once the changes are complete, zip the folder.
  4. Follow the steps in the ‘Extension Import Process’ above.

The following settings are available for modification. Please ensure not to remove any commas or brackets and only edit the right-hand side of each setting as mentioned below.

1.       Define the Measure

a)       Data Points:
       The setting for this is denoted by “DataPoints” and the options are true or false. The default for this is set to true.
       To change this, we need to only edit the right-hand side, in this case, remove true and write false.
       Note: This value is Boolean and hence it is not in quotes (“”).

b)       Line Colour Index:
       The setting for this is denoted by “LineColorIndex” and the options are aligned with the Line Colour setting.
       The default is set to 5 which is the place number for the colour blue denoted by “#7db8da”.
       To change this, we need to only edit the right-hand side, in this case, remove 5 and write any colour’s index number mentioned in the glossary.
       Remember to update the corresponding colour code in the settings Line Colour.
       Note: This value is the place number and hence it not in quotes (“”).

c)       Line Colour
       The setting for this is denoted by “LineColor” and the options are aligned with the Line Colour Index setting.
       The default is set to “#7db8da”, which is the colour code for the colour blue denoted by the index number 5.
       To change this, we need to only edit the right-hand side, in this case, remove “#7db8da” and write any colour’s colour code mentioned in the glossary.
       Remember to update the corresponding colour code index in the settings Line Colour Index.
       Note: This value is a text and hence it is edited in quotes (“”). For example: “#7db8da”

d)       Line Style
       The setting for this is denoted by “LineStyle” and the options are "0,5" for None, “0” for Solid, “8,5” for Dashed and “3,5” for Dotted.
       The default is set to “0” a Solid.
       To change this, we need to only edit the right-hand side, in this case, remove ”0” and write any option’s code mentioned in the glossary (Line style).
       Note: This value is a number and hence it is edited in quotes (“”). For example: “3,5” for Dotted

e)       Line Thickness
       The setting for this is denoted by “LineThickness” and the options are from 1 to 5.
       The default is set to 1. To change this, we need to only edit the right-hand side, in this case, remove 1 and write any option from 1 to 5.
       Note: This value is a slider and hence it is not edited in quotes (“”).

2.       Define the Measure Variables

a)       Chart Method
       The setting for this is denoted by “chartMethod” and the options “all” and “baseline”.
       The default is set to “all”.
       To change this, we need to only edit the right-hand side, in this case, remove “all” and write “baseline”.
        Note: This value is a text and hence it is edited in quotes (“”).
        For Example”: "chartMethod": "baseline"

b)       Chart Points
       The setting for this is denoted by “chartPoints” and the options are from 10 to 30.
       The default is set to “15”.
       To change this, we need to only edit the right-hand side, in this case, remove “15” and write any number from 10 to 30 in quotes.
       Note: This value is a dropdown text and hence it is edited in quotes (“”).
       For Example”: "chartPoints": "29"

c)       rule2
       The setting for this is denoted by “rule2” and the options are from 5 to 9.
       The default is set to “7”. To change this, we need to only edit the right-hand side, in this case, remove “7” and write any number from 5 to 9 in quotes.
       Note: This value is a dropdown text and hence it is edited in quotes (“”).
       For Example, "rule2": "9"

d)       rule3
       The setting for this is denoted by “rule3” and the options are from 5 to 9.
       The default is set to “9”.
       To change this, we need to only edit the right-hand side, in this case, remove “9” and write any number from 5 to 9 in quotes.
       Note: This value is a dropdown text and hence it is edited in quotes (“”).
       For Example, "rule3": "7"

e)       Recalculation Event Rule
       The setting for this is denoted by “RecalculationEventRule” and the options are 0 for No Recalculation Event, 1 for Run Only and 2 for Trend Only, 3 for Run or Trend and “manual” for Manual Break.
       The default is set to 3 (Run or Trend).
       To change this, we need to only edit the right-hand side, in this case, remove 3 and write any option’s code mentioned in the glossary (Recalculation Event Rule).
       Note: All options except Manual break are not in quotes.
       Manual break is denoted in quotes for example: "RecalculationEventRule": “manual”, if not "RecalculationEventRule": 2 (Trend Only)

f)       Calculations
       This setting is available only when the user selects “RecalculationEventRule” to Manual Break.
       The setting for this is denoted by “Calculations” and the options are true or false.
       The default for this is set to true.
       To change this, we need to only edit the right-hand side, in this case, remove true and write false.
       Note: This value is Boolean and hence it is not in quotes (“”).

3.       Define Styling for Other Measures

a)       ccAverage

i.Label
The setting for this is denoted by “Label”. The default is set to “Centre Line”.
To change this, we need to only edit the right-hand side, in this case, remove “Centre Line” and write any label of your choice in “”.
Note: This value is a text and hence it is edited in quotes (“”).
For Example, " Label ": "ccAverage"

ii.Line Color Index Same as 1.b

iii.Line Color Same as 1.c

iv.Line Style Same as 1.e

v.Line Thickness Same as 1.d

b)       ccUpper

i.Label
The setting for this is denoted by “Label”.
The default is set to “Upper Control Limit”.
To change this, we need to only edit the right-hand side, in this case, remove “Upper Control Limit” and write any label of your choice in “”.
Note: This value is a text and hence it is edited in quotes (“”).
For Example, " Label ": "Upper Limit"

ii.Line Color Index Same as 1.b

iii.Line Color Same as 1.c

iv.Line Style Same as 1.e

v.Line Thickness Same as 1.d

c)       ccLower

i.Label
The setting for this is denoted by “Label”.
The default is set to “Lower Control Limit”.
To change this, we need to only edit the right-hand side, in this case, remove “Lower Control Limit” and write any label of your choice in “”.
Note: This value is a text and hence it is edited in quotes (“”).
For Example, " Label ": "Lower Limit"

ii.Line Color Index Same as 1.b

iii.Line Color Same as 1.c

iv.Line Style Same as 1.e

v.Line Thickness Same as 1.d

d)       ccRule1

i.Label
The setting for this is denoted by “Label”.
The default is set to “Rule 1: Outliers”.
To change this, we need to only edit the right-hand side, in this case, remove “Rule 1: Outliers” and write any label of your choice in “”.
Note: This value is a text and hence it is edited in quotes (“”).
For Example, " Label ": "Rule 1"

ii.Markers
The setting for this is denoted by “Markers” and the options are true or false.
The default for this is set to true. To change this, we need to only edit the right-hand side, in this case, remove true and write false.
Note: This value is Boolean and hence it is not in quotes (“”).

iii.Marker Color Index Same as 1.b

iv.Marker Color Same as 1.c

v.Marker Size
The setting for this is denoted by “MarkerSize” and the options are from 4 to 10.
The default is set to 4.
To change this, we need to only edit the right-hand side, in this case, remove 4 and write any option from 4 to 10.
Note: This value is a slider and hence it is not edited in quotes (“”)

e)       ccRule2

i.Label
The setting for this is denoted by “Label”.
The default is set to “Rule 2: Runs”.
To change this, we need to only edit the right-hand side, in this case, remove “Rule 2: Runs” and write any label of your choice in “”.
Note: This value is a text and hence it is edited in quotes (“”).
For Example, " Label ": "Rule 2"

ii.Markers Same as d.i

iii.Marker Color Index Same as 1.b

iv.       Marker Color Same as 1.c

v.Marker Size Same as d.iv

f)       ccRule3

i.Label
The setting for this is denoted by “Label”. The default is set to “Rule 3: Trends”.
To change this, we need to only edit the right-hand side, in this case, remove “Rule 3: Trends” and write any label of your choice in “”.
Note: This value is a text and hence it is edited in quotes (“”).
For Example, " Label ": "Rule 3"

ii.Markers Same as d.i

iii.Marker Color Index Same as 1.b

iv.Marker Color Same as 1.c

v.Marker Size Same as d.iv

g)       ccTarget

i.Label
The setting for this is denoted by “Label”.
The default is set to “Target”.
; To change this, we need to only edit the right-hand side, in this case, remove “Target” and write any label of your choice in “”.
Note: This value is a text and hence it is edited in quotes (“”).
For Example, " Label ": "ccTarget"

ii.Target
The setting for this is denoted by “Target” and the options are true or false.
The default for this is set to true.
To change this, we need to only edit the right-hand side, in this case, remove true and write false.
Note: This value is Boolean and hence it is not in quotes (“”).

iii.Line Color Index Same as 1.b

iv.Line Color Same as 1.c

v.Line Style Same as 1.e

vi.Line Thickness Same as 1.d

4.       Define Chart Appearance

a)       Legend Visibility
       The setting for this is denoted by “LegendVisibility” and the options are true or false.
       The default for this is set to true.
       To change this, we need to only edit the right-hand side, in this case, remove true and write false.
       Note: This value is Boolean and hence it is not in quotes (“”).

b)       Legend Position
       The setting for this is denoted by “LegendPosition” and the options “bottom” and “right”.
       The default is set to “bottom”.
       To change this, we need to only edit the right-hand side, in this case, remove “bottom” and write “right”.
       Note: This value is a text and hence it is edited in quotes (“”).
       For Example, " LegendPosition ": "right"

c)       Legend Font Size:
       The setting for this is denoted by “legendFontSize” and the options are from 1 to 30.
       The default is set to “12”.
       To change this, we need to only edit the right-hand side, in this case, remove “12” and write any number from 1 to 30 in quotes.
       Note: This value is a dropdown text and hence it is edited in quotes (“”).
       For Example, "legendFontSize ": "10"

d)       X Axis Title
       The setting for this is denoted by “xAxisTitle” and the options are true or false.
       The default for this is set to true.
       To change this, we need to only edit the right-hand side, in this case, remove true and write false.
       Note: This value is Boolean and hence it is not in quotes (“”).

e)       Show Scroll Bar
       The setting for this is denoted by “showScrollBar” and the options are true or false.
       The default for this is set to true.
       To change this, we need to only edit the right-hand side, in this case, remove true and write false.
       Note: This value is Boolean and hence it is not in quotes (“”).

f)       Show End First
       The setting for this is denoted by “showEndFirst” and the options are true or false.
       The default for this is set to true.
       To change this, we need to only edit the right-hand side, in this case, remove true and write false.
       Note: This value is Boolean and hence it is not in quotes (“”).

g)       Show Points
       The setting for this is denoted by “showPoints” and the options are from 15 to 50.
       The default is set to “18”. To change this, we need to only edit the right-hand side, in this case, remove “18” and write any number from 15 to 50 in quotes.
       Note: This value is a dropdown text and hence it is edited in quotes (“”).
       For Example, "showPoints": "29"

h)       x Axis Tick Font Size:
       The setting for this is denoted by “xAxisTickFontSize” and the options are from 1 to 30.
       The default is set to “10”.
       To change this, we need to only edit the right-hand side, in this case, remove “10” and write any number from 1 to 30 in quotes.
       Note: This value is a dropdown text and hence it is edited in quotes (“”).
       For Example, "xAxisTickFontSize": "8”

i)       x Axis Label Font Size:
       The setting for this is denoted by “xAxisLabelFontSize” and the options are from 1 to 30.
       The default is set to “10”.
       To change this, we need to only edit the right-hand side, in this case, remove “10” and write any number from 1 to 30 in quotes.
       Note: This value is a dropdown text and hence it is edited in quotes (“”).
       For Example, " xAxisLabelFontSize ": "8”

j)       x Axis Custom Ticks
       The setting for this is denoted by “xAxisCustomTicks” and the options are true or false.
       The default for this is set to true.
       To change this, we need to only edit the right-hand side, in this case, remove true and write false.
       Note: This value is Boolean and hence it is not in quotes (“”)

k)       X Axis Culling( set number of points to skip)
       The setting for this is denoted by “xAxisCulling” and the options are 0 for No Show All, 0.75 for Skip One Tick and 0.5 for Skip Tqo Ticks, 0.325 for Skip Three Ticks and 0.25 for Skip Four Ticks.
       The default is set to 0 (Show All).
       To change this, we need to only edit the right-hand side, in this case, remove 0 and write any option’s code mentioned above.
       For example: " xAxisCulling ": 0.75

l)       y Axis Custom Ticks
       The setting for this is denoted by “yAxisCustomTicks” and the options are true or false.
       The default for this is set to true.
       To change this, we need to only edit the right-hand side, in this case, remove true and write false.
       Note: This value is Boolean and hence it is not in quotes (“”).

m)       Y Axis Count:
       The setting for this is denoted by “yAxisCount” and the options are from 5 to 20.
       The default is set to 5.
       To change this, we need to only edit the right-hand side, in this case, remove 5 and write any number from 5 to 20 in quotes.
       Note: This value is a dropdown number and hence it is NOT edited in quotes (“”).
       For Example, " yAxisCount ": 8

n)       y Axis Tick Font Size:
       The setting for this is denoted by “yAxisTickFontSize” and the options are from 1 to 30.
       The default is set to “10”.
       To change this, we need to only edit the right-hand side, in this case, remove “10” and write any number from 1 to 30 in quotes.
       Note: This value is a dropdown text and hence it is edited in quotes (“”).
       For Example, "yAxisTickFontSize": "8”

o)       y Axis Label Font Size:
       The setting for this is denoted by “yAxisLabelFontSize” and the options are from 1 to 30.
       The default is set to “10”.
       To change this, we need to only edit the right-hand side, in this case, remove “10” and write any number from 1 to 30 in quotes.
       Note: This value is a dropdown text and hence it is edited in quotes (“”).
       For Example, " yAxisLabelFontSize": "8”

p)       Y Axis Label
       The setting for this is denoted by “yAxisLabel” and the options are true or false.
       The default for this is set to true.
       To change this, we need to only edit the right-hand side, in this case, remove true and write false.
       Note: This value is Boolean and hence it is not in quotes (“”).

 

Frequently Asked Questions

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 Centre Line 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/statistical-process-control-tool/

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 Control Limit 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.

10.       Can we display periods with Null Values?

a.       You could change the measure expression to have “YOUR EXPRESSION + SUM({1}0)“. Please note this may impact calculations as it will include further periods which will be used in some of the Centre Line (eg average values will reduce) and Control Limit calculations.

Support

-          Currently Out of Scope

o   Max 100 values on the X Axis

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.

Version Control

-          Version May 2019, new features released.

o   Display all points on the x-axis

o   Ability to right align the chart by default which shows the latest time periods first

o   Support for Master Measures and Master Dimensions

o   Customise Default Organisational Settings

-          Version June 2019, new features released.

o   Add default values for Labels in ccAverage, ccUpper, ccLower, ccRule1, ccRule2, ccRule3, ccTarget

o   Show number of points in the beginning on x-axis

o   Set Number of point to show on y-axis – dropdown from 5 to 20

o   X-axis tick and label font size and y- axis Tick and label font size

o   X- axis culling (skip ticks).

o   Legend font size and display when legend is set “show”

-          Version July 2019, additional chart types released.

o   P Chart

o   P Funnel Chart

o   nP Chart

o   U Chart

o   U Funnel Chart

o   C Chart

o   Run Chart: Mean

o   Run Chart: Meadian

Terms and Conditions

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:

- Marketplace Terms & Conditions

- Acumen Extensions Terms & Conditions

 

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