Steps to create a Six Sigma Control Chart in Excel

Control charts are an essential tool of the Lean Six Sigma methodology. After the upper and the lower control levels are inserted, a control chart is generated to map the changes. It is generally a line chart that displays the changes in the variables in a given period. Control charts are used aggressively in the six-sigma methodology to keep track of the inevitable changes taking place in a process.

Through the upper and lower limits of the control chart, the specified limits are defined. In many cases, the deadlines are set in a narrow way to identify each and every error that is taking place. If necessary, multiple restrictions can be inserted in a single chart.



Excel is a part of Ms. Office (an entire toolset of all the official works). One who is aware of the controls of excel can easily make the control chart through some simple steps.

  1. First of all, you need to be sure to add upper and lower control limits in the control chart. For better understanding, think that we have data of 30 days, and you need to present the data in the first column cell A1 to A30.

  2. When you are trying to create a control chart dashboard in QI, don’t forget to use the named range functionality more frequently.

For doing so, click on “Insert,” go-to “Name” then click on “Define.” You will see a dialog box to pop up on the screen where you can insert a name.

You can create the name range for the data series, for the average, mean of both the control limits.


  1. In the next step of learning how to work with the control chart in excel, you need to insert a line chart. For this, you need to click on “Insert,” then go to the “Chart” option. Enter data range as =’Control Chart’! Data in the “Chart Source Data”


  1. Don’t worry if your first series of the control chart starts looking like an ECG report. The next step you need to do is formatting the chart junk. For the purpose, you need to the right click on the chart and click on the “source data.” Now select the “Add” button to insert new series for all the statistical control limits.

You will now find a difference between how your control chart excel template looked previously and how that looks now.


  1. The data we have inserted in the point for will show up as a line chart now. Now you can right-click on each input one by one to change the chart type. You are suggested to change the chart type to XY scatter after selecting the “Chart Type” option.

  2. Once the previous step is completed, you must proceed for the next level. In this step, you need to select the X error bars tab while double-clicking on each point. You must enter a more massive amount in the + and the – error box. You need to repeat the same for all the series apart from the primary data.

  1. Once you are done with doing the previous step, your Six Sigma control chart will start looking something like this.

  1. For the next level, you need to go to the “Chart Options” while right-clicking on Chart. This can be an ugly looking chart. But you need to bear with it. By the way you need to enable both; “Name” and “Value” in the “Data Labels” Tab.

  1. In the primary data series, you need to click on any data now. Now you need to click on the delete option, and you will be left with only the values and the name of the series. Now select each label carefully pressing F4. Now you can go to the source data and change the name of all the data series.  Now, your Six Sigma control chart will look like this.

  1. Now click on “Format the data series” after clicking on each point. Don’t forget to set your marker to “None” and your final purpose of control charts will be fulfilled and look like this.