Create SPC Variable Chart for Power BI

Step 1 – Get the visual

You can get the visual from our website, Microsoft AppSource or Power BI desktop/web.

a. Website - Go to the visual page and click on 'Get Trial' button. You will be redirected to the pricing page where you will provide your email id and click on the 'Download Visual' button.
You will receive a mail which will contain the link to download .pbiviz file and a free trial license.

SPC Variable

Step 2 – Map your data in the fields available

After importing the visual in Power BI, map data in the given fields. Here we have mapped 'Sample' in Subgroup/Lot and 'Temperature' in Process Value.

SPC Variable

In case you want to use Small multiples you can map the data to 'Small multiple' field. If you want to show more data in tooltip, map that data under 'Tooltip' field. If you want to use custom control limits or center line, map the data to their respective fields:

UCL (SPC), LCL (SPC), Central line (SPC) — for the primary SPC Variable series
UCL (Range), LCL (Range), Central line (Range) — for the companion SPC Range series

Step 3 – Format your visual further

a. License Details - If you want to check how your visual works in other Power BI platforms besides Power BI desktop, you have to fill License Details section.
To know more about License Details section, click here.

b. Layout Section – In case you don't want to see the toolbar present on the top left of the visual, you can do that by Format Visual -> Layout -> Show Toolbar switch.

SPC Variable

c. Fetch more data – In case you have lots of rows (>5000), you need to enable Fetch more data and give the number of rows that you expect in return.

d. Chart Section - Please follow this link to know more about this section.

e. X/Y Axis – You can format the X and Y Axis under these sections. You can choose axis color, axis label formatting, their placement on the screen and many more.
For more details visit Axis section.

f. SPC Variable / SPC Range Section – Under this section, all the properties related to SPC Variable and SPC Range charts can be configured.

i. Layout properties – This section allows customization of the layout and is available under both SPC Variable and SPC Range sections. Both sections share the same properties — the only difference is the Series type options available in each.

The visual consists of two series that work together:

SPC Variable – Plots the primary control chart (individuals or subgroup means)
SPC Range – Plots the companion variation chart (Moving Range, Range, or Standard Deviation)

Configure both series to display the desired chart type:

XmR chart
- SPC Variable: Format Visual → SPC Variable → Layout → Series Type → X chart
- SPC Range: Format Visual → SPC Range → Layout → Series Type → MR
X̄R chart
- SPC Variable: Format Visual → SPC Variable → Layout → Series Type → X̄ (X̄R)
- SPC Range: Format Visual → SPC Range → Layout → Series Type → R
X̄S chart
- SPC Variable: Format Visual → SPC Variable → Layout → Series Type → X̄ (X̄S)
- SPC Range: Format Visual → SPC Range → Layout → Series Type → S

SPC Variable

Transparency: Sets the transparency level of the chart as a percentage (e.g., 50%)
Series type: Sets the chart type for the series (see chart type configuration above)

ii. Process violations – This section allows you to configure properties of the process violations. You can choose which violations you want to be highlighted on the chart.

SPC Variable

Above upper limit: Turn this on if point above UCL should be considered as a violation
Below lower limit: Turn this on if point below LCL should be considered as a violation
Ascending: Turn this on if consecutive ascending points should be considered as a violation and then enter the number of consecutive points in Run length
Descending: Turn this on if consecutive descending points should be considered as a violation and then enter the number of consecutive points in Run length
Above mean: Turn this on if consecutive points above mean should be considered as a violation and then enter the number of consecutive points in Run length
Below mean: Turn this on if consecutive points below mean should be considered as a violation and then enter the number of consecutive points in Run length
Zigzag: Turn this on if consecutive alternative points considered as a violation and then enter the number of consecutive points in Run length
Size: Sets the size of the violated point
Shape: Sets the shape for the violated point

iii. Primary line - This section allows you to configure properties of the primary line.

SPC Variable

Legend: Sets the legend name for primary line if you don't want to be Auto
Color: Sets the color of the primary line
Size: Sets the thickness of the primary line
Show markers: Toggle to show or hide markers on the primary line
Marker color: Sets the color of the markers on the primary line
Marker size: Sets the size of the markers on the primary line
Marker shape: Sets the shape of the markers on the primary line

iv. Lower limit line - This section allows you to configure properties of the Lower Limit line.

SPC Variable

It has all the properties similar to Primary line section with some additional properties:

Limit type: Choose the type of limit (Data or Constant)
Constant value: Sets the constant value for LCL if Limit type is Constant
Lower limit aggregation: Choose the aggregation type for LCL if Limit type is Data (Auto, min, max, median, Standard deviation and Percentile)
Percentile: Sets the percentile value for LCL if Lower limit aggregation is Percentile
Std deviation: Sets the number of standard deviations for LCL if Lower limit aggregation is Standard deviation
Constraint: Toggle to enable or disable constraint for LCL
Boundary value: Sets the boundary value for LCL if Constraint is enabled
Style: Sets the style of the Lower limit line (Solid, Dot, Dash, etc.)
Line shape: Can change the shapes of line and create Smooth lines, Stepped variations by selecting the options in this field.

v. Upper limit line - This section allows you to configure properties of the Upper Limit line. It has all the properties similar to Lower limit line section.

vi. Mean line - This section allows you to configure properties of the Mean line.

SPC Variable

It has legend, color, size, thickness and style properties similar to other lines section.

vii. Std deviation lines - This section allows you to configure properties of the Std Deviation lines.

SPC Variable

It has legend, color, thickness and style properties similar to other line section.

Multiplier: Sets the number of standard deviations for Std deviation lines

viii. Label properties - This section allows you to configure properties of the labels displayed on SPC Variable chart.

SPC Variable

Mean: Toggle to show or hide mean label
UCL: Toggle to show or hide UCL label
LCL: Toggle to show or hide LCL label
Std Deviation: Toggle to show or hide std deviation labels
Display unit: Sets the display unit for the labels (Auto, None, Thousands, Millions, Billions, Custom)
Decimal places: Sets the number of decimal places for the labels
Custom format: Sets the custom format for the labels
Font color: Sets the font color for the labels
Font size: Sets the font size for the labels
Bold, Italic, Underline: Toggle to enable or disable bold, italic and underline for the labels

ix. Tooltips – This section allows you to turn on or off the individual tooltip fields displayed when hovering over the chart.

SPC Variable

Subgroup/Lot: Toggle to show or hide the Subgroup/Lot value in the tooltip
Process Value: Toggle to show or hide the Process Value in the tooltip
Central line: Toggle to show or hide the Central line value in the tooltip
UCL: Toggle to show or hide the Upper Control Limit value in the tooltip
LCL: Toggle to show or hide the Lower Control Limit value in the tooltip
Primary line: Toggle to show or hide the Primary line value in the tooltip
Standard Deviation Upper: Toggle to show or hide the Standard Deviation Upper value in the tooltip
Standard Deviation Lower: Toggle to show or hide the Standard Deviation Lower value in the tooltip
Violations: Toggle to show or hide violation information in the tooltip
Tooltip: Toggle to show or hide additional tooltip field data in the tooltip
Small multiple: Toggle to show or hide the Small multiple value in the tooltip

Step 4 – Advance Feature (Sorting)

Sorting - PBIVizEdit offers great sorting flexibility for all its visuals. Below, we have shown how to create and apply custom sorting based on the fields you choose.

For more details, visit Sorting section.

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