Data that you can add to shapes

You can add the following types of data to shapes:

X variables

X variables are the independent input variables that affect the outcome of a process. For example, vendors affect the delivery time and cost of parts; therefore, "vendor" could be an x variable for a shape called "purchase parts".

Y variables

Y variables depend on the x variables. For example, delivery, time, and cost depend on the vendor; therefore, they could be y variables for a shape called "purchase parts".

Process data

Process data helps you understand the efficiency of your process. For example, the percentage of scrap that a step produces is considered process data.

Lean data

Lean data helps you understand the value stream of a process. For example, cycle time is considered lean data.

Note

You can only add process data and lean data to shapes on a process map. Therefore, you cannot have process data or lean data unless you have a process map in your project. You can, however, add X variables and Y variables to a project without adding them to a shape. Such variables are called unmapped variables.

Add data to a shape

Add data to a shape to get a more detailed understanding of the process. You can analyze shape data in other areas of the project. For example, you can choose X variables to analyze in a funnel report.

After you add data to a shape, you can display the data on the map and view it in process map data.

  1. Right-click the shape and choose Insert Shape Data. In the task pane, you can add variables, process data, or lean data.
  2. Add an X variable.
    1. Under X-Input Variables, click New.
    2. In the X Variables task pane, enter values in the data fields.
    3. Click Done.
  3. Add a Y variable.
    1. Under Y-Input Variables, click New.
    2. In the Y Variables task pane, enter values in the data fields.
    3. Click Done.
  4. Add process data.
    1. Click the Process tab.
    2. In the Process Data task pane, enter values in the data fields.
  5. Add lean data.
    1. Click the Lean tab.
    2. In the Lean Data task pane, enter values in the data fields.

Move a variable from one shape to a different shape

You can move a variable from one shape to a different shape. For example, if you split a shape into two shapes, you can move a variable from the previous shape to the new shape.

  1. Right-click the shape to move the variable to and then choose Insert Shape Data.
  2. In the Variables task pane, do one of the following:
    Action Instructions
    Move x variables Under X-Input Variables, click Move.
    Move y variables Under Y-Output Variables, click Move.
  3. In the Data Selection dialog box, check the variables to move and click OK.

Create a new variable from an existing variable

You can create a new variable by copying an existing variable from one shape to another shape. When you copy a variable, the existing variable and its associations do not change.

  1. Right-click the shape to copy the variable to and choose Insert Shape Data.
  2. Do any of the following:
    Action Instructions
    Create a new input variable from an existing input variable. Under X-Input Variables, beside Copy, click X.
    Create a new input variable from an existing output variable. Under X-Input Variables, beside Copy, click Y.
    Create a new output variable from an existing output variable. Under Y-Output Variables, beside Copy, click Y.
    Create a new output variable from an existing input variable. Under Y-Output Variables, beside Copy, click X.
  3. In the Data Selection dialog box, check the variables that you want to move and then click OK.

Display shape data on the map

Once you add data to a shape, you can display the data on the map.

  1. Right-click the shape that contains the data to display and then choose Manage Data Display.
  2. In the Manage Data Display dialog box, from Data, drag the data fields to a location next to the shape.
  3. To make the current display settings the default settings for certain shapes, check one of the following options:
    Option Result
    Selected shapes Apply the current display settings to the selected shapes.
    Process shapes Apply the current display settings to all new and existing process shapes.
    Decision shapes Apply the current display settings to all new and existing decision shapes.
    All other shapes, except process and decision Apply the current display settings to all new and existing shapes, excluding process and decision shapes.
  4. Click OK.

Example of displaying shape data on the map

In this example, you add the x variable "Vendor" to a shape and then display it next to the shape on the map.

  1. Right-click the shape and choose Insert Shape Data.
  2. On the Variables task pane, under X-Input Variables, click New.
  3. In the X Variable task pane, in Name, type Vendor.
  4. Click Done.
  5. Right-click the shape and choose Manage Data Display.
  6. From the Data list, under X Variable, drag Name to the shape.
  7. Click OK.

Import data from a process map

When you save a process map as a file (*.qcf) or as a template (*.qct), process data and lean data are included, but X and Y variables are not. To ensure that all data is imported, you must copy the map.

  1. In the map that contains shape data, right-click the workspace and choose Copy Process Map.
  2. In the current project or a new project, open a new process map, right-click the workspace and choose Paste. The shape data from the original map is retained in the new map.
    Note

    To include a process map in many projects, add it to a project, and then save the project as a template. See Create a new project template.

Show or hide data field labels and data field values

When you display shape data, the data field label (Cycle Time) displays the name of the data field by default. The data field value, or the value you enter in the data field (4 min), is also displayed.

To save space, you can hide the data field labels and data field values, without affecting a shape's data display settings.

  • To hide only the data field labels for a shape (Cycle Time), right-click the shape and choose Show Data Labels. Only the data field value (4 min) displays. To select multiple shapes, press Shift or Ctrl.
  • To hide both data labels and data values for all of the shapes on the map, choose View > Shape Data and then unselect Show on Map.
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