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Copy Settings

You can view the same subset of data in different ways using the Copy Settings function. Copy Settings copies the saved settings from a source chart, descriptive statistic view, or custom report to a destination chart, descriptive statistic view, or custom report. The "settings" that are copied include the collection plan and the record selection criteria, and, depending on the source chosen, may also include the primary collection element, specification limits, or both.

You can change all of the settings that are copied -- the primary collection element, selection criteria, control limits (where applicable), and the specification (where applicable) -- except the collection plan.

Example: Copying Settings from a Trend Chart to a Pareto Chart

This example explains how to create settings for a source Trend Chart then apply these settings to a destination Pareto chart.

Creating the Source Chart

Using the Trend Charts window, create a trend chart called Jones Trend using the WIP Defects collection plan. The WIP Defects collection plan has several collection plan elements assigned to it among which are Defect Code, Inspector ID, and Entry Date.

Specify that the Defect Code collection element is to be the primary (Y-axis) Collection Element and Entry Date is to be the Group By (X-axis) collection element. To chart only those quality results that inspector Jones has entered since 01-JAN-1996 and that have a Defect Code of 40 or greater, enter the following record selection criteria in the Show Results Where region of the Trend Chart window:

View the trend chart by choosing the View Chart button, then save the settings for the Jones Trend chart by choosing the Save Settings button.

Creating the Destination Chart

To create a new Pareto chart using the saved settings from Jones Trend, navigate to the Pareto Charts window.

Do not enter a Chart Name. Instead, choose the Copy Settings button to invoke the Copy Settings From list of values. This list includes the names of all charts, reports, and descriptive statistic views for which settings have been saved.

Select the Source chart, Jones Trend, from the list and choose OK. The following settings are copied from the source chart to the new chart:

Attention: In this example, the Defect Code collection element (primary X-axis collection element) is copied to the X-axis Element (primary collection element) of the new chart. The non-primary Y-axis collection element, Group By, is not copied.

Finish creating your chart by choosing a Y-axis Element and optionally entering the chart name, Jones Pareto, and chart title. View the Pareto chart by choosing the View Chart button. If you have entered a chart name you can save the settings for Jones Pareto by choosing the Save Settings button.

Copied Settings

The specific settings copied from a source report, chart, or descriptive statistic view to a destination report, chart, or descriptive statistic view depend on the source chosen and the destination specified. Not all the settings saved for a source may be applicable to the destination. Conversely, the settings of a source may not include some settings required by the destination.

For example, you can use Copy Settings to copy all the information associated with a source descriptive statistics view -- its collection plan, primary collection element, selection criteria, control limits, and specification -- to a destination descriptive statistic view. However, if you use Copy Settings to copy from a source descriptive statistics view to a destination Pareto chart, information that is not applicable to Pareto charts, in this case the specification and control limits, is lost. The following table illustrates the later case:

Settings Source: Descriptive Statistics View Destination: Pareto Chart
Collection Plan
Primary Collection Element (X-axis element)
Control Limits Not applicable
Specification Not applicable
Selection Criteria

Conversely, if you Copy Settings from a source Pareto chart to a destination descriptive statistics view, the control limits and specification are not copied because they do not exist for the source. In such a case, you would need to enter control limits and select a specification for the destination descriptive statistics view. The following table illustrates this case:

  Settings Copied From Source (Pareto Chart) Setting Copied To Destination (Descriptive Statistic View)
Collection Plan
Primary Collection Element (X-axis element)
Control Limits None Required
Specification None Required
Selection Criteria

Also, as noted above, Copy Settings copies only the primary collection element, if one exists, from a source to a destination. Primary collection elements represent those collection elements that are being graphed or those collection element for which statistics are being collected. If you are copying from a source whose primary collection element is plotted along the X-axis to a destination whose primary collection element is plotted along the Y-axis, the source's X-axis collection element is mapped to the destination's Y-axis collection element. Non-primary axis collection elements are not copied.

The following table describes what source data is associated with the various charts, custom reports, and descriptive statistic views:

  Collection Plan Primary Collection Element Control Limits Specification Selection Criteria
Histogram (Y-axis element)  
Control Chart (X-axis element)  
Pareto Chart (X-axis element)  
Trend Chart (Y-axis element)    
Custom Reports      
Descriptive Statistic View

Attention: If you Copy Settings from a source report to a chart or descriptive statistics view, you must always enter primary collection elements and specification limits for the destination chart or descriptive statistic view. Reports do not have primary collection elements and specification limits associated with them.


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