1. Monitoring Business Processes Control Charts in Business Objects
Chicago Business Objects User Group
Michael Link – Senior Data Analyst
June 9th, 2017

2. If Japan Can… Why Can’t We?
NBC Broadcast June 24th, 1980
Edward Demming’s Work in Japan after WWII
Available on youtube.com

3. Steps for Creating Control Charts
Agenda
Steps for Creating Control Charts
Create Query with Measure and Time Dimension
Create Upper and Lower Control Limit Variables
Create Table with Time Dimension, Measurement, Upper Control Limit, and Lower Control Limit
Eliminate Weekends & Holidays if Necessary
(Daily results when weekends have very different volumes)
Turn Table to Line Chart
Add Ranking on Section
Create Variations with Different Sections

4. 1. Create Query with Measure and Time Dimension
A Good Control Chart Needs at Least 30 Data Points
If the Time Dimension is Weekly,
1 Year has 52 Data Points
If the Time Dimension is Daily,
10 Weeks has 50 Weekday Data Points

5. 2. Create Upper and Lower Control Limit Variables
If Normal Distribution
Lower Control Limit = Mean – (3 * Std Deviation)
Upper Control Limit = Mean + (3 * Std Deviation)
If the Measure is a Count
Lower Control Limit = Mean – (3 * Sqrt Root Mean)
Upper Control Limit = Mean + (3 * Sqrt Root Mean)
Resource on Statistics:

6. 3. Create Table with Time, Measurement, Upper Control Limit, and Lower Control Limit
Calculation Context is needed to calculate the Mean and Upper/Lower Control Limits to include in the table or chart – “In ( )” see variables below:
Create Variables ( Measure is a Count )
“S1” = [Store name] + " - " + [Year] + " - " + [Category]
“Date Range Calc” =DaysBetween( [Your Date Field]; CurrentDate() )
“Date Range Calc” =MonthsBetween( [Your Date Field] ; CurrentDate() )
“S1 AVG” = Average([Your Measure] In ( [S1]; [Date Range Calc] ))
“S1 Upper” =[S1 AVG] + (3 * Sqrt( [S1 AVG] ))
“S1 Lower” =[S1 AVG] - (3 * Sqrt( [S1 AVG] ))
If the Time Dimension is Daily, 10 Weeks has 50 Weekday Data Points

7. 3. Create Table with Time, Measurement, Upper Control Limit, and Lower Control Limit
Calculation Context is needed to calculate the Mean and Upper/Lower Control Limits to include in the table or chart – “In ( )” see variables below:
Create Variables ( Measure Follows a Normal Distribution )
“S1” = [Store name] + " - " + [Year] + " - " + [Category]
“Date Range Calc” =DaysBetween( [Your Date Field]; CurrentDate() )
“Date Range Calc” =MonthsBetween( [Your Date Field] ; CurrentDate() )
“S1 AVG” = Average( [Your Measure] In ( [S1]; [Date Range Calc] ))
“S1 STD Dev” = StdDev ( [Your Measure] In ( [S1]; [Date Range Calc] ))
“S1 STD Upper” =[S1 AVG] + (3 * [S1 STD Dev] )
“S1 STD Lower” =[S1 AVG] - (3 * [S1 STD Dev] )
If the Time Dimension is Daily, 10 Weeks has 50 Weekday Data Points

8. 4. Eliminate Weekends & Holidays if Necessary
Create Variables
“Day #” =DayNumberOfWeek ( [Your Date Field] )
“WeekEND - WeekDAY” =If( [Day #] >= 6) Then "WeekEND" Else "WeekDay”
Filter “WeekEND – WeekDay” = WeekDay

9. 5. Turn Table to Line Chart

10. 6. Add Ranking on Section

11. 7. Create Variations with Different Sections
Build Another Section that Breaks Out Items Sold by Store and Year
Simple Variable Names like S1 for Section Makes it Easy to Create a Variation by Duplicating the Variables and Changing S1 to S2.
Create Variables ( Measure is a Count )
“S2” = [Store name] + " - " + [Year] + " - " + [Category]
“Date Range Calc” =DaysBetween( [Your Date Field]; CurrentDate() )
“Date Range Calc” =MonthsBetween( [Your Date Field] ; CurrentDate() )
“S2 AVG” = Average( [Your Measure] In ( [S2]; [Date Range Calc] ))
“S2 Upper” =[S1 AVG] + (3 * Sqrt( [S2 AVG] ))
“S2 Lower” =[S1 AVG] - (3 * Sqrt( [S2 AVG] ))