Methods and formulas for the Xbar chart in Xbar-R Chart

Select the method or formula of your choice.

Plotted points

Each plotted point, , represents the mean of the observations for subgroup, .

Notation

TermDescription
xijjth observation in the ith subgroup
ninumber of observations in subgroup i

Center line

The center line represents the process mean (). If you specify a historical value for an analysis that allows a historical value, then the analysis uses the historical value. Otherwise, the analysis uses the average from your data, , which is calculated as follows:

Notation

TermDescription
sum of all individual observations
total number of observations

Control limits

Lower control limit (LCL)

The value of the lower control limit for each subgroup, i, is calculated as follows:

Upper control limit (UCL)

The value of the upper control limit for each subgroup, i, is calculated as follows:

Notation

TermDescription
μprocess mean
kparameter for Test 1 (The default value is 3 for analyses that allow custom values. The value is 3 for analyses that do not allow custom values.)
σprocess standard deviation
ninumber of observations in subgroup i

Extended control limits: Between/within approach

Use the between/within approach to calculate extended control limits from within-subgroup and between-subgroup standard variation.

Subgroup size > 1

Where uI and uO are quantiles of the standardized normal distribution.

For the expected mean square, calculate σ̂O as follows:

Notation for between/within approach

TermDescription
μ̂estimate of process mean
σ̂Iestimate of within-subgroup standard deviation
σ̂Oestimate of between-subgroup standard deviation. If there is only 1 subgroup, then σ̂O = 0.
nsubgroup size when the subgroup size is greater than 1
αIfalse alarm probability for within-subgroup standard deviation
Φ-1the inverse cumulative distribution function of the standard normal distribution
αOfalse alarm probability for between-subgroup standard deviation
MSSthe mean square associated with subgroup-to-subgroup variation
MSEmean squared error. The within-subgroup mean square subtracted from the subgroup mean square before estimating the between-subgroup standard deviation component.
Ccoefficient for the expected mean square for subgroups as a random factor.

For the calculations of expected mean squares and for information on unbalanced or more complex models, see Montgomery1 and Neter2.

  1. D.C. Montgomery (1991). Design and Analysis of Experiments, Third Edition. John Wiley & Sons.
  2. J. Neter, W. Wasserman and M.H. Kutner (1985). Applied Linear Statistical Models, Second Edition. Irwin, Inc.

Extended control limits: Min/max mean approach

Use the min/max mean approach to calculate extended control limits from the minimum and maximum group means.

Subgroup size > 1

Where uI is the quantile of the standardized normal distribution.

For the m largest subgroup means:
For the m smallest subgroup means:

Notation for min/max approach

TermDescription
μ̂estimate of process mean
μ̂maxestimate of the maximum process mean. Using the subgroup size, this estimate is the weighted average of the m largest subgroup means. If the analysis specifies to use more subgroups than are in the data, m is the number of subgroups.
μ̂minestimate of the minimum process mean. Using the subgroup size, this estimate is the weighted average of the m smallest subgroup means. If the analysis specifies to use more subgroups than are in the data, m is the number of subgroups.
mnumber of subgroup means to average
σ̂Iestimate of within-subgroup standard deviation
nsubgroup size when the subgroup size is greater than 1
Φ-1the inverse cumulative distribution function of the standard normal distribution
αIfalse alarm probability for within-subgroup standard deviation

Standard deviation for extended limits

When extended limits are selected, use the following standard deviation for stored variation values and additional sigma limits.