Showing Charts

Chart Tests are used in Inspections to display relevant historical data alongside new measurements. This provides operators with visual feedback, helping to identify trends and enabling better decision-making during data entry.

In this guide, you will create an Inspection using two Characteristics and a Control Chart. You will also understand how charts can be dynamically filtered using Traceability Tests.

Setup

Create a Part and Characteristics

Skip this Section

If two Characteristics with spec limits are already available to use, you may skip this section.

Create a Part and two Characteristics:

1. Navigate to the Part list page and click Add.
2. Name the Part 3" Bolt.
3. Click Save.
4. Find the Part you just created in the list page and click View.
5. Click Add in the Characteristic section to create a new Characteristic:
   1. Name the Characteristic Length.
   2. Set the Unit of Measure to Inch (click Add next to this field to create this Unit).
   3. Set the Lower Spec to 2.9, the Target to 3.0, and the Upper Spec to 3.1.
   4. Click Save.
6. Click Add again and create a Width Characteristic:
   1. Use a Lower Spec of 0.4, Target of 0.5, and Upper Spec of 0.6.

Create a Traceability

This Traceability field will later be used to demonstrate how chart filtering works.

1. Navigate to the Traceability list page and click Add.
2. Name the Traceability Inspection Filter.
3. Set the Type to Text.
4. Set Filter Data Entry Real Time Checks and Charts using this Value to Yes.
5. In the Restrictions section:
   1. Create two Preset Values: Option 1 and Option 2.
   2. Click Only allow these values during data entry.
6. Click Save.

Create the Inspection

Set up an Inspection with a Traceability Test, two SPC Tests, and a Chart Test:

1. Navigate to the Inspection list.
2. Press the Add button.
3. Fill in the Name field with Data Canvas Inspection.
4. Press the Save button.
5. Open the Inspection Data panel.
6. Add a Traceability Test and select the Inspection Filter Traceability.
7. Collapse the Inspection Data Panel.
8. Add two SPC Tests. Select the Length and Width Characteristics.
   1. Rearrange the SPC Tests so they are in the same row.
9. Add a Chart Test.
   1. Select both two SPC Tests in the Linked Tests property.
   2. Set the Zone Colors property to Spec.
   3. Drag the edges of the Chart Test so it spans the full width of the row.
10. Modify the Sub-Inspection settings:
    1. Change the Name to Measurements.
    2. Select Measurements as the Next Sub-Inspection. This will cause the Sub-Inspection to repeat itself after data is submitted.
11. Select the Save and Run action.

Run the Inspection

1. Select Option 1 in the Inspection Filter Traceability Test.
2. Close the Inspection Data panel.
3. If you are using new Characteristics or have no recent historic data, the Chart Test will be empty.
4. Enter a Length of 3.0 and press Tab. The Chart Test will refresh with the new data point.
5. Enter a Width of 0.5 and press Tab. Once again, the chart will refresh with the new data.
6. Click Submit. The Sub-Inspection will reload automatically.
7. Submit 4 to 5 more values to populate the charts.
8. Open the Inspection Data panel and change Inspection Filter to Option 2.
   1. The Control Charts will once again appear empty. This is expected because Inspection Filter Traceability is set to Filter Data Entry Real Time Checks and Charts. Whenever you change the value of this Traceability Test, charts will filter their data by the new value.
9. Submit five measurements for Option 2.
10. Reopen the Inspection Data panel and change the value back to Option 1. The original data will reappear.
    1. Toggle the value back and forth a few times. The Control Charts will stay in sync with the selected value.

See Also

• Chart Test
• SPC Test