SQC

The SQC Chart (Statistical Quality Control) is the component that helps to determine data behavior by performing statistical calculations using historical data from the data source.

SQC Chart Component

Supported data types

The following table outlines the data types supported by the Line Chart component:

Channel Type	Supported?
Tag	🟢
Asset (Attributes)	🟢
Timeframe (Attributes)	⚫
Tag Search	⚫
Asset Search	⚫
Timeframe Search	⚫

Quick Start

To quickly start using the SQC Chart component, drag and drop it onto the work area. Search for the data you want to visualize and map it onto the component:

SQC Chart: Quick Start

Generic Settings

Each IOTA Component has a set of generic settings shared among most of the components. The generic settings are described below:

Workspace

These settings are applicable to the whole view.

Grid Properties

The grid is provided for convenience when developing dashboards as visual guides and snapping capability.

Workspace Settings: Grid

By default the work area grid is enabled and can be customized or even disabled in this menu.

Property Name	Description
Grid Color	Color of the grid
Grid Size	Size of the grid step
Snap to Grid	Enable/Disable snapping to the grid
Show Grid Lines	Show the grid as lines
Show Grid Dots	Show the grid as dots

Align Controls

The Align controls provides a means to align and distribute selected objects on the display.

Workspace Settings: Align Controls

Align Objects

• You can align several components horizontally using the Align-left, Align-center or Align-right controls
• You can align several components vertically using the Align-top, Align-vertical-center or Align-bottom controls

Distribute Objects

• You can distribute several components on the vertical/horizontal axis by selecting them (select at least 3 components) and pressing Align-vertical/Align-horizontal
• You can make all the selected components the same width/height by selecting them and pressing Adjust Width/Adjust Height

Tips

Hold the Ctrl button to select several components. The eldest component is used as a reference.

Anchor Points Options

The anchor points are eight squares around an object that allow you to resize the object. The anchor point options allow you to define the appearance of the anchor points.

Workspace Settings: Anchor Points Options

Property Name	Description
Reference Point Color	Sets the color of the reference point (see Rotation and Position for more details)
Anchor Points Color	Sets the color of the rest of the seven anchor points
Point Options Color	Sets the color of the point options (only for Line and Bezier Curve)
Show Point Options	Show/Hide the point options

Locked View Options

These options define the appearance of the component border in the locked view for the selected component.

Workspace Settings: Locked View Options

Property Name	Description
Active Border Fill	Sets the fill color of the border
Active Border Width	Sets the width of the border

Variable

Variable Settings

Every component has a unique variable name. This variable name can be used to reference the component in multi-state configurations and other scripts.
On creation, every component is given a default name. This can be overwritten to be more user-friendly. To do so simply overwrite the value in the variable input field.

Arrange / Remove

Arrange / Remove Settings

• Send Backward - move object one layer down
• Bring Forward - move object one layer up
• Send to Back - place object under all layers
• Bring to Front - place object above all layers
  To send/bring objects to the front/back use the first four buttons.
• Any set of components can be deleted by either using the button or delete/del keyboard keys.

Rotation and Position

Rotation and Position Settings

• Reference Anchor Point - allows you to select one of the anchor points as a reference so that you can set an Angle (clockwise) of incline relative to this point. By default the reference anchor point is the top left corner. You can also rotate the component by dragging one of the yellow corner points.
• You can set the position of the component by setting the X and Y coordinates relative to theReference Anchor Point and the top-left corner of the work area.
• You can drag any of the anchor points to change the width and height of the component, or you can set it manually by editing the Width and Height boxes.
• Set Lock Aspect Ratio so that while changing width and height, the component width to height ratio stays the same
• Transform allows you to view the component as a mirror or a reflection of itself

Actions

Actions or multi-states are programmable conditional states handled by user-generated code.

Actions Settings

Note

Actions that have script handlers are marked with a circle

in the top right corner.

The currently supported actions are described in the table below:

Action	Trigger
OnCreate	When the component is created
OnFocus	When the component is selected
onClick	When the component is clicked or the selection is changed
onData	Each time the data changes for assigned channels
onTick	20 times per second
onDblClick	On mouse double click
onHover	When the mouse is over the component (and not when the mouse is not)

Further Reading

For helping you in writing your own actions, consider exploring the available Actions Deep Dive, as well as the Quick Start manual.
Also, multiple articles are available in Actions Section in IOTA's Knowledge Base.

Attribute Mapping

When an asset is assigned as a channel, IOTA Vue allows you to map only necessary attributes to the component. This is done via Attribute Mapping, which exists for every asset channel.
In fact, Attribute Mapping is tied to the template of the asset. You can edit or remove the selected Attribute Mapping.

Attribute Mapping Settings

Note

This section is shown in the component settings only if there is an asset mapped to the component.

Properties

Using the Attribute Mapping Dialog you can add attributes to the current mapping and change their properties:

Attribute Mapping Dialog

• Add attributes to the current mapping one by one with the Add button or all at once with the Add All button
• To hide an attribute click on Toggle Visibility
• To access to Attributes properties click on Properties
• To save the attribute mapping (without adding the current channel) press Train Only
• To save the attribute mapping and add the current channel press Train and Add
• To exit the screen without saving your changes, press Close

Global Time Control

To activate the Global Time Control panel click on button in the upper area of the View:

Global Time Control Settings

Additionally, you can configure the Global Time Control option in Settings for every component on the current display.

Global Time Control Settings

• Use Component as Global Time Control : if enabled, the component is able to set the time context for all components on the current display.
• Ignore Global Time Control : when enabled, the option allows the component to function independent of global time set elsewhere.

The example below demonstrates the usage of the Global Time Control panel and how the value changes in the space of an hour:

Global Time Control Settings

Channels

The Channels section lists data that is assigned/mapped onto the component.
In this menu, you can change the data value color, adjust the display properties and un-assign or remove the data from the component.

Channels Menu

Properties

The properties menu for Channels allows you:

• to modify the Label of the DataSource
• to set UOM, lower and upper values
• to choose number format and displayed digits
• to adjust the line formatting for trend line components
• to configure the additional regression lines that can be plotted for supported components

Channels: Properties Menu

Supported Multi-State Parameters

Each of the the visual parameters listed below can be used as a multi-state, i.e. used in actions and scripts:

• Title and Text
  • Text
• Rotation and Position
  • Rotation
• Common
  • Blink
  • Hidden
• Visual Properties
  • Border Color
  • Border Width
  • Bar Color
  • Background Color
  • Label Color
  • Scale Label Color
  • Center Zone
  • One Sigma Zone
  • Two Sigma Zone
  • Outside Three Sigma Color
• Font
  • Label Font Family
  • Label Font Size
  • Label Italic
  • Label Bold
  • Label Underline
• Format
  • Show Full Name
  • Show Scroll
• Component Specific
  • Histogram Bars
  • Number of samples
  • Sample Size
  • Chart Type
  • Method of calculating Sigma
  • Alpha for EWMA Chart
• SQC Control Parameters
  • Upper Specification Limit
  • Upper Control Limit
  • Center line
  • Lower Control Limit
  • Lower Specification Limit

SQC Chart Settings

Chart Layout

The Component area of the SQC Chart is divided into three sub-areas: Histogram, Legend and Control Chart.

SQC Chart: Layout

Histogram

SQC Chart: Histogram

The histogram area of a SQC Chart shows the frequency of data distributed in a bar graph.

The horizontal scale spans five sigma from the center line in both directions. At three standard deviations (sigma) from the center line, the scale is marked. The colors of each zone corresponds with the colors displayed on the control chart.

A normal distribution curve is drawn on the histogram based on the sample mean
and the standard deviation of the sample.

Control Chart

SQC Chart: Control Chart

The control chart area shows connected data markers, that represent sample values, plotted over time:

• The vertical axis displays label markers for the source item
• The horizontal axis displays values for each data marker that are evenly spaced

The timestamps on the horizontal axis represent the timestamp for the first (left-most) and last(right-most) data marker. All plotted points are equally spaced on the control chart regardless of the timestamp of each individual point.

The Control chart contains a target center line with control zones equally spaced on either side of the target line. These zones represent the number of standard deviations from the center line. The colors of each zone corresponds with the colors displayed on the histogram.

Legend

SQC Chart: Legend

• Chart Tag : Name of the value plotted
• Chart Type : Type of the SQC Chart
• Value : Value of the Chart Tag
• UOM : Units of Measurement of the Chart Tag
• Sigma : Standard deviation for the data set being analyzed which is used in determining control limits
• Cpk : Calculation based on specification limits, also known as the Process Capability index

Visual Properties

The Visual Properties section provides options for customizing the component's appearance by changing the color schema.

SQC Chart: Visual Properties

• Border Color : Defines the component's border color
• Border Width : Defines the width of border frame. Default: 0 - invisible border
• Bar Color : Defines the color of the bars
• Background Color : Defines the component's background color
• Scale Label Color : Defines the color for the scales
• Center Zone : Defines the color of the Center Zone
• One Sigma Zone : Defines the color of the One Sigma Zone
• Two Sigma Zone : Defines the color of the Two Sigma Zone
• Outside Three Sigma Zone : Defines the color of the Outside Three Sigma Zone

To pick color of your interest

1. To change color for specific visual property, click on the color box next to property description. The color picker dialog will be displayed.

Visual Properties: Color Picker Dialog

2. Pick the color of interest. The video below shows how to choose a solid, gradient or theme color.

Color Picker Dialog: Workspace

You can add Gradient Stops by double clicking and to remove - by pulling it up.

3. To close the color-picker dialog - click on the property color box (Step 1).

Closing color-picker dialog

Clicking on the workspace area instead of Settings Tab area -
component settings will disappear since component focus will be lost.

Color Picker Dialog: Workspace

Tooltip

The Tooltip Setting provides data reference for PI AF attributes and descriptive statistics when user interacts with a component by hovering over it.

Tooltip Setting

• Show Current Value : Shows Current Value
• Show Archive Values : Shows Archive Values, the number can be set in Number Values
• Show Summaries : Shows Summaries for set Time Range Interval (can be set in seconds (s), minutes (m), hours (h), days (d), weeks (w), months (mo), years (y))

Summary Types :

• Average : the average value in the set period
• Minimum: the minimum value in the set period
• Maximum: the maximum value in the set period
• PercentGood: the percent good value in the set period
• StdDeviation: The standard deviation of the value in the set period
• PStdDeviation: The percent standard deviation of the value in the set period
• Total: The sum of the values in the set period
• Count: The number of data points in the set period
• Range: The difference between the largest and smallest value in the set period

Tooltip Setting: Example

Font

The Font section provides options for customizing the label font properties.

SQC Chart: Font Properties

Font Properties

Font properties available for edit:

• Font Family : Allows to select different font family. Default: Arial
• Font Size : Controls the font size. Default: 12
• Italic : Sets font to italic
• Bold : Sets font to bold
• Underline : Sets font to underline

Format

The Format section provides options for customizing displayed information.

SQC Chart: Format

• Show Full Name: shows the asset path and name
• Show Scroll : shows the scrollbar if the content does not fit into the size of the component

Component Specific

The Component Specific section provides options for modifying various properties for the SQC Chart.

SQC Chart: Component Specific

• Histogram Bars: Number of bars on the histogram
• Number of Samples : Number of samples on the control chart
• Sample Size : A number of raw data points, that are combined in a statistical calculation to produce a single sample
• Chart Type : The type of control chart you want to display. Each control chart presents a different view of sample data, and represents different mathematical calculations based on the type of plot, sample size, and other factors. All the chart types are described in a separate Chart Type section below.
  • Average Range Estimating : Calculate an estimate of the process standard deviation based on the average of moving ranges
  • Average Standard Deviation Estimating : Calculate an estimate of the process standard deviation based on the average of moving standard deviations
• Alpha for EWMA Chart : Associates a weight with each new data point as compared with the remaining data points in the designated sample. Alpha pertains only to EWMA charts, and does not appear for other chart types. Alpha must be between 0 and 1. A smaller value of Alpha provides greater smoothing effects and the resulting chart will emphasize trends as opposed to point-to-point fluctuations. The default value for Alpha is 0.5, with values between 0.2 and 0.5 most typical.

Chart Type

Individuals

An Individuals chart leverages single sample values rather than sample groups to determine process stability.

An Individuals chart should be used when it does not make sense to calculate group averages from measurements. These charts can detect variability when used with Range or Moving Range charts.

Since the Individuals charts uses single sample values, the Sample Size field is not taken into account (it defaults to 1). Additionally, the center line reflects the process average (mean).

Info

Pattern tests are not applicable because values are not independent of one another; only values beyond the control limits should be treated as significant.

X-Bar (Average)

An X-Bar chart uses the average of a set of data to generate a value, and plots that value against other sample averages. Unless otherwise specified, the mean of the data set is used as the center line.

An X-Bar chart should be used where individual measurements are assumed to be independent. It provides information about where a process is centered and the level of process control. Generally, anything that impacts the X-Bar chart will have an influence on the process as a whole.

The advantage of using an X-Bar chart over an Individuals chart is that by averaging data, the effect of random error is greatly reduced which results in a more accurate display of process variation.

Moving Average

A Moving Average chart calculates the average of a data set using all n data points and compares them against the previous n-1 average.

Moving Average chart should be used when it is impractical to take multiple measurements per sample. However, rather than using the Individuals chart, the Moving Average is better at detecting process shifts and lessening the impact of random errors by averaging the results. To further your analysis, Moving Average charts can be using in conjunction with Moving Range charts. In analyzing your results, consider only whether data is within 3 sigma. The Sample Size must be 2 or greater to use the Moving Average chart.

Some disadvantages of the Moving Average chart are the oscillatory effect as a result of correlated random error in success samples and lag effect since sample measurements are derived from n-1 measurements.

Exponentially Weighted Moving Average (EWMA)

An Exponentially Weighted Moving Average (EWMA) chart uses a method that averages current and previous data to create a "smoothed" moving average. This technique is of average current and previous data is referred to as "exponential". The EWMA chart is ideal for evaluating process stability.

Each data point is weighted against remaining data points using an Alpha factor. The Alpha factor is applied to each data point which reduces the contribution of older data and puts more emphasis on current data.

The EWMA chart has advantages over the Moving Average chart through the emphasis on current data. This also makes the EWMA chart more sensitive to minor process changes.

Info

The Alpha weighting factor has a default value of 0.2 and is typically between 0.2 and 0.5.

Standard Deviation (S)

A Standard Deviation (S) chart calculates a standard deviation for each sample and plots it on the chart. This chart can be used in place of the Range chart when the Sample Size is greater than 8.

Info

The default Sample Size for the Standard Deviation chart is 10. Recommended Sample Size is greater than or equal to 10, but must be greater than 1.

Moving Standard Deviation Chart

A Moving Standard Deviation chart calculates the current sample standard deviation by replacing the oldest value with the current value. The Moving Standard Deviation chart uses the last n observations to determine process stability.

This chart can be used in place of the Moving Range Chart when the Sample Size is greater than 8. A disadvantage of the Moving Standard Deviation chart are the oscillatory effect as a result of correlated random error in success samples.

Range (R)

A Range chart uses the range for each sample, calculated by subtracting the minimum from the maximum value, to determine process stability. These calculated ranges can estimate process variability over short periods cause by chance.

For example, a pump in need of repair does not operate the same way each time it is used. The Range chart can be used to examine the inconsistency in pump operation and the affect on the product at different points.

To draw adequate conclusions, the Range chart should be used with an Average or Individuals chart.

Info

The default sample size for Range charts are 2. Recommended Sample Size is between 1 and 8. The Range charts are not recommended for sample sizes larger than 8.

Moving Range (Rm)

A Moving Range chart calculates the current range by substituting the oldest value with the current value. The Moving Range chart uses the latest n observations to determine process stability.

A disadvantage of the Moving Range chart is the oscillatory effect as a result of correlated random error in success samples.

Info

The Moving Range charts are recommended for sample sizes from 1 to 8.

SQC Control Parameters

The SQC Control Parameters allows you to define certain specification limits.

SQC Chart: Component Specific

• Upper Specification Limit : Defines the Upper Specification limit
• Upper Control Limit : Defines the Upper Control limit
• Center Line : Defines the Center Line
• Lower Control Limit : Defines the Lower Control limit
• Lower Specification Limit : Defines the Lower Specification limit