12. Label113Wrong Cutting Blade255Loose Blade324Pull Cord
Missing116Dented Deck265Missing Paint324Paint
Defect425Muffler Missing216Wrong
Muffler357Miscellaneous028
Management Information Systems
Fall 2012 Project
Gottlieb Mowers, Inc.
Note to student: Do not procrastinate. Read the project during
the first week and start
working on the project during the second week of class. If you
wait until the last week of
class to start, there is a good chance that you will not get the
project completed. In
addition, attention to detail in any business is critical. The
same applies to this project.
Be sure to pay attention when entering formulas and data;
ensure that the correct cell(s)
are used.
Project:
Gottlieb Mowers, Inc. is a medium sized company located in
Frankfurt, Germany. The company
has been in business for three years. The company experienced
moderate profits the first two
years in business; however, a downward trend started in the 4th
quarter of the second year.
The decline continued during the third year. The President of
the company is at a loss. Metrics
show a loss in revenue due to quality defects. The Quality
Manager provides reports on a
13. monthly basis showing defects measured in Parts per Million
(PPM). The Quality Manager has
ensured the President that the factory has focused on reducing
defects with the highest PPM.
The defects include missing spark plug, noisy motor, and
missing warning labels.
You work for a consulting firm who specializes in assisting
companies with financial difficulties.
Gottlieb Mowers, Inc. has hired your firm. Your firm’s role is
to review the companies Quality
Metrics and determine if it is focusing on reducing the defects
that have the highest financial
impact.
Gottlieb Mowers, Inc. sent your firm the defect raw data for
2012 in csv format. The raw data
includes the number of defects and production numbers for each
month. The data show that
the company operates on three shifts. Your firm will need to
analyze the data to determine if
Gottlieb’s efforts have been focused on reducing the correct
defects. Along with the raw data,
Gottlieb’s Quality Manager sent you the company's goal for
each defect.
Since Gottlieb Mowers is familiar with Excel, your firm will
need to create an Excel workbook to
analyze the data. The workbook should include the following
worksheets: Set Up, Executive
Summary, one for each month of the year, each quarter of the
year, and a year-to-date.
Since you are enrolled at a local college in an Information
System course focused on Excel,
your firm has chosen you to lead this project. Your supervisor
14. has challenged you to design a
dynamic workbook that Gottlieb can use in subsequent years
without creating new ones.
Gottlieb Mowers Project Page 1 of 22
Set-Up Worksheet:
Open Microsoft Excel. The default number of worksheets in an
Excel workbook is three.
Rename Sheet1 to “Set Up.” The Set up worksheet needs to
include the name of the company,
the report name, and the current year. In addition, the Set Up
worksheet needs to list the
defects with their respective goals. The defects and goals
should be set up in columns. You
will use this to populate the other worksheets.
Example of Set Up Worksheet:
Set Up
Company Name: Gottlieb Mowers, Inc.
Report Name: Mower Defects
Year 2012
Defect Goal
Noisy 50
No Start 65
Stripped Head Bolt 70
15. Enter Set Up table data in cells B3:D6 and enter the defects and
goals into B9:D34. The
defects and goals data are located in the goals.csv file. Be sure
to enter the data correctly. If
the proper cells are not used, the project will not be correct.
Monthly Worksheets:
Suggestion: Build the Jan worksheet completely, then copy the
worksheet and rename
for the subsequent months, quarters, and YTD.
The monthly worksheets should show the number of defects and
the PPM per defect by shift. In
addition, the monthly worksheet should have a table that
displays the monthly production by
shift. The worksheets should total the number of defects by
shift, by defect, and show the
overall total defects and production. See the example below for
what the Defect Table should
look like:
1st Shift 2nd Shift 3rd Shift
Defect QTY PPM QTY PPM QTY PPM Total PPM Goal
Noisy 25 156 24 145 28 173 77 158 50
No Start 1 6 1 6 5 31 7 14 65
Spark Plug
Wire Short 2 13 2 12 2 12 6 12 25
Total
Gottlieb Mowers Project Page 2 of 22
16. Monthly Worksheets (continued):
Right click on the Sheet2 tab, choose rename, and type Jan.
In cell B2, enter “Lawn Mower Defects.”
In cell B3, use the concatenate formula to display the month and
current year. By using this
formula, your client can recycle the workbook for the following
year. When the year in C6 on the
Set Up worksheet is changed, the change will be reflected in B3
on the month worksheet.
As you work in Excel, you will learn that there are multiple
methods of completing tasks. You
can enter the formula by typing in the formula bar, or by
clicking on the function button:
(reference EX 131).
Create the defect table in cells B5:K32. Use what you learned
in Tutorial One to format the
defect table with borders and shading. The shift column
headings should be in C, E, and G.
There are different methods for centering the shift titles across
the QTY and PPM columns. For
example, you can select adjacent cells C5:D5 and click on the
Merge and Center button:
The example on page 2 shows the position of the title “1st
Shift” in relation to the titles “QTY”
and “PPM.”
17. Another method that can be used to center the headings is to
select adjacent cells C5:D5, right
click on the selected range, choose Format Cells, click on the
Alignment Tab, and choose
Center Across Selection in the Horizontal drop down box as
show on the following page.
Gottlieb Mowers Project Page 3 of 22
Monthly Worksheets (continued):
The remaining column headings should be entered in B6:K6.
Once the headings are in place,
you are now ready to display the defect titles in cells B7:B31.
Use what you learned in Tutorial
6 to display the defect names. To display the defect names,
click in cell B7, and enter “=”, then
click on the Set Up worksheet tab, click in cell B10, and then
enter on your keyboard. This
enters the formula to display the first defect.
Next, you can use the Fill Handle to display the remaining
defect names. The Fill Handle is
discussed on page EX 141.
Perform the same methods to display the Goal values in cells
K7:K31.
Next, create a table to display the production numbers for the
three shifts in cells M6:N11. The
18. table should look like:
Next, center “Production Quantity” across cells M6:N6.
The next step is to set up the formulas to calculate the totals
and PPM. What is PPM? PPM is
a metric that businesses use to calculate quality performance. A
lower PPM indicates a lower
defect rate. To calculate PPM, divide the number of defects by
the amount produced, and then
multiply by 1,000,000. For example, if the company produces
25 noisy lawn mowers on 1st shift,
and the total produced was 160,000, the calculation would be
25/160,000*1,000,000 = 156
PPM. To calculate PPM for Noisy mowers on first shift, enter
“=C7/N7*1000000” in cell D7.
Gottlieb Mowers Project Page 4 of 22
The result will be “#DIV/0!” Since there is not a quantity in
N7, Excel returns a divide by zero
error. To prevent this error from displaying, revise the formula
to:
=IF(ISERROR(C7/$N$7*1000000),"",C7/$N$7*1000000).
The above revised formula uses the IF and ISERROR functions;
therefore, since the formula
C7/N7*1000000 creates a divide by zero error, Excel displays
nothing in D7. If the formula did
not result in an error, then Excel would perform the calculation.
Pages EX 120 and EX121 discuss relative and absolute
19. references and page EX 125 discusses
mixed references. Notice that the revised formula contains a
mixed reference. In this case, you
will use a mixed reference because you will use the Fill Handle
to copy the revised formula in
D7 through to D31. When copying through to D31, the mixed
reference will allow the row
number reference in the numerator to increment by one, but the
row number reference in the
denominator will remain the same. For example, the formula
C8/$N$7 becomes C9/$N$7,
C10/$N$7, C11/$N$7, etc. as it is copied into subsequent cells.
Enter formulas to calculate PPM values for all of the defects on
all shifts. Be sure to reference
the correct cells for the production numbers for the applicable
shifts.
Next, enter a formula to calculate the total noisy lawn mowers.
Earlier, it was discussed that
there are many ways to perform tasks in Excel. Likewise,
different formulas can be used to
display the same result. For example, “=SUM(C7,E7,G7)” and
“=C7+E7+G7” will display the
same result. Enter one of these formulas in cell I7. Use the Fill
Handle to copy the formula
through to I31. In cell I32, enter a formula to calculate the total
defects.
Next, enter formulas to calculate the totals for each shift.
Example, in cell C32 enter
“=SUM(C7:C31)”. Then copy and paste special (formulas) in
cells E32, and G32. For the total
PPM for each shift, divide the total defects by the total
production for the shift and multiply by
one million. Where formula errors are displayed, enter
20. functions that will not show the error, but
will perform the calculation if there is no error.
The next step is to apply conditional formatting that will alert
Gottlieb when any defect PPM
goes over the established goal. Conditional formatting is
discussed starting on EX95. To apply
conditional formatting, select adjacent cells J7:J32. On the
Home tab, in the Styles group,
select Conditional formatting, Highlight Cells Rules, and then
click Greater Than as shown on
the following page.
Gottlieb Mowers Project Page 5 of 22
After clicking on Greater Than, the following window will
appear:
Click on the button that is circled above. Then click in cell K7
and the Enter on your keyboard.
Next, click on the “with” drop down box and choose Custom
Format… In the Font Style list box,
choose bold. In the color drop down box, choose white. Click
on the Fill Tab and choose red
under the background color list. Then choose ok. Next click in
cell J7, right click, and copy.
Select range J8:J32 and paste special (Formats).
The picture on the following page displays what the excel
worksheet should look like at this
21. point.
Gottlieb Mowers Project Page 6 of 22
The next stop is to open the Jan.csv file, copy, and paste the
shift data into the applicable cells.
Next open the Production .csv file, copy, and paste the
production numbers for January. Noisy,
Spark Plug Missing, and Missing Paint should be flagged by the
conditional formatting as over
goal.
Notice that Throttle Cable Stuck displays a value of 5.5. Since
it is impossible to have a half of
a defect, data validation will be applied to prevent erroneous
data from being entered. Select
nonadjacent cells C7:C31, E7:E31, and G7:G31 and then click
on the Data Tab and choose
Data Validation and then choose Data Validation as shown
below. Selecting nonadjacent cells
is discussed on page EX25 and data validation is discussed
starting on page EX438.
22. Gottlieb Mowers Project Page 7 of 22
The following window appears:
To prevent decimal numbers from being entered chose Whole
Number in the Allow drop down
box. To prevent negative numbers from being entered, choose
greater than from the Data drop
down box and enter -1 in the Minimum field.
Next, to display a message when the user clicks in one of the
selected cells, click on the Input
Message tab. Enter a title and an input message that gives the
user some instruction. For
example, a title might be “Defect Quantity” and the input
message might be “Only whole
numbers great than -1 are allowed.” To display an error alert if
the user enters invalid data, click
on the Error Message tab and select stop in the Style drop down
box. Enter a title and error
message. Test the data validation by entering a negative
number or a decimal number. The
error will look similar to the picture below:
Be sure to change the value in C19 from 5.5 to 5.
Pareto Chart
After finished setting up the table, you show your supervisor
and she makes a suggestion to add
a Pareto Chart.
23. Gottlieb Mowers Project Page 8 of 22
“A Pareto chart is a bar graph. The lengths of the bars represent
frequency or cost (time or
money), and are arranged with longest bars on the left and the
shortest to the right. In this way
the chart visually depicts which situations are more
significant.”
Source: http://asq.org/learn-about-quality/cause-analysis-
tools/overview/pareto.html
The Pareto chart below was created from sample lawn mower
defect data.
By looking at the Pareto chart above, one can quickly see that
Spark Plug Missing, Missing
Paint, and Noisy represent over 81% of the issues. This helps
the user to direct improvement
efforts.
Note to Student: In the next section of the project, you will
work with recording macros
and editing Visual Basic for Applications (VBA) code. Macros
and VBA make Excel a
very powerful tool; however, recording complicated macros can
be frustrating if you
mess up a step. Below are detailed instructions for recording a
macro, which will be
used to automatically build a table for the Pareto Chart.
24. Recording macros can take some practice. If you mess up,
delete the macro and start
over. When recording a macro, Excel actually writes VBA
code. After recording the
Macro and inserting a chart, you will revise the code to set the
primary and secondary
axis, and the minimum and maximum values for the Pareto
chart.
Macros are discussed in Tutorial 8 on page EX 454.
Before you can record a macro, you will need to display the
Developer Tab. To do this in Excel
2010, click the File Tab, Options, and Customize Ribbon. On
the right side, with Main Tabs
selected in the Customize Ribbon drop down box, check
Developer. See the picture on the
following page.
40%
70%
81% 87%
90% 94% 96% 98%
100%
0%
20%
40%
60%
80%
100%
0
25. 50
100
150
200
250
Q
TY
Lawn Mower Defects
Gottlieb Mowers Project Page 9 of 22
Recording the Macro:
Click the Developer Tab and choose Record Macro. Notice that
the Record Macro changes to
Stop Recording.
Gottlieb Mowers Project Page 10 of 22
The following window appears:
26. Change the macro name to MakeParetoTable. Type the name of
the macro with no spaces and
capitalize the first letter of each word; this is called camel
casing. When recording macros or
writing VBA code, name objects, variables, etc using camel
casing. An alternative way to name
a macro is Make_Pareto_Table. Creating names without spaces
makes referenceing them in
VBA code much easer. In addition, variable names cannont
have spaces. So what is a
variable? It is a memory location used to store data.
Next, click OK. Once OK has been clicked, Excel records every
action performed. Select
nonadjacent cells ranges B6:B31 and I6:I31. Right click on the
selection and copy. Right click
in cell P6 and paste special, values. Double click between
columns P and Q to auto fit the
contents that were just pasted. Select range P6:Q31. Click the
data tab. Click the sort button
shown below.
Gottlieb Mowers Project Page 11 of 22
After clicking Sort, the window below appears. Ensure that
Total is selected in the Sort by field,
that Values is selected in the Sort On field, and ensure that
27. Largest to Smallest displays in the
Order field.
Click OK.
Select the range P6:Q32 and add borders.
In cell Q32, enter =SUM(Q7:Q31).
Enter the formula =Q7/$Q$32 in cell R7. Use the fill handle to
fill this formal down through cell
R31. This calculates the defect rate. Next,you will enter
formals that will calculate values that
you will use for the secondary axis of the Pareto Chart. This is
the line that displays the
accumlative percentage. Enter =R7 in cell S7. Then enter
=S7+R8 in cell S8. Use the fill
handle to copy the formual in S8 through to cell S31. If the
formuals were entered correctly, the
value in S31 will be 1.
Click on the developer tab and click the Stop Recording button
as shown below:
The code created during the record process needs to be edited.
Excel related the code to the
Jan worksheet. Since you will use the Jan worksheet to copy
and create the remaining months
and Qtr worksheets, you need to remove the “Jan” reference and
make the code generic. On
the Developer Tab, in the Code Group, click the Visual Basic
Button. The macro recorded
should be located in Module 1. Find the the section of code
shown on the following page:
Notice the highlighted reference to Jan.
28. Gottlieb Mowers Project Page 12 of 22
Application.CutCopyMode = False
ActiveWorkbook.Worksheets("Jan").Sort.SortFields.Clear
ActiveWorkbook.Worksheets("Jan").Sort.SortFields.Add
Key:=Range("Q7:Q31"), _
SortOn:=xlSortOnValues, Order:=xlDescending,
DataOption:=xlSortNormal
With ActiveWorkbook.Worksheets("Jan").Sort
The next step is to edit the code. Add the following line as the
first line in the macro.
Dim strActiveWorkSheet as String
Type the following right above the code below.
strActiveWorksheet = Activesheet.Name
The replace “Jan” with strActiveWorksheet
29. Next, you will add a command button and assign the marco to
that button. Click on the devloper
tab and click on Insert. Choose the Command Button as shown
below.
Place the command button near cell P2. Right click on the
button and choose Properties. The
Properties window will display. In the Properties window, click
in the Name field. Type
Gottlieb Mowers Project Page 13 of 22
cmdMakePareto. Programmers create names for objects such as
command buttons by using
naminng conventions. Below is a list of some objects and the
prefix used for naming
conventions:
Object Naming
Convention
Command Button cmd
Check Box chk
Text Box txt
Combo Box cbo
Example: Start the object name by typing the naming
convention followed by the object name.
30. For example, chkFormat. This would be the name of a check
box that performs a format action.
Change the caption on the command button by clicking in the
caption field of the command
button’s property window. Type Transfer and Sort. Notice that
the caption on the button
changes. Close the command button’s properties window.
Next, you will assign the macro created above to the new
command button. Right click on the
command button and choose View Code. The Visual Basic
Editor window will open as shown
on the following page. The first line in the window starts with
Private Sub
cmdMakePareto_Click(). This line starts the sub procedure.
The code that is written between
the first line and the second like will excecute when the button
is clicked. Currently, there is no
code between the Private Sub line and the End Sub line. To get
the button to excute the
MakeParetoTable macro, type Call MakeParetoTable in between
the first two lines of code.
Visual Basic Editor Window.
Gottlieb Mowers Project Page 14 of 22
31. The revised code is shown below.
Try the command button. Delete the data in range P6:S32.
Then click on the command button.
Click in cell V1 to deselect the currently selected range.
There is only one thing left to do. Insert a graph and revise the
VBA code to set the primary and
secondary axis. Click on the Insert Tab, Column, then choose
the clusted column.
Insert the graph near cell B36. Right click on the chart and
choose select data. The following
window appears. Click on the Add button.
Gottlieb Mowers Project Page 15 of 22
This will display the Edit serious window. Click on the button
that is circled below and select
range Q7:Q31 and then click OK.
Next, click the Add button again and select range S7:S31.
Next, click on Series 1 as shown on
the following page.
32. Gottlieb Mowers Project Page 16 of 22
After clicking the Edit button, select range P7:P31. Then click
OK.
The chart should look like the following at this point:
0
20
40
60
80
100
120
S
pa
rk
P
41. si
ng
Series1
Series2
Gottlieb Mowers Project Page 17 of 22
Notice that both series are displayed. Click on the chart. The
Chart Tools Group will be
displayed. Click on the Format tab find the Current Selection
Group. In the drop down box,
choose series 2. Series 2 is going to become the accumulative
line in the Pareto Chart.
After choosing Series 2, click the Format Selection Button. The
Format Data Series window will
appear.
Choose Secondary axis under Plot Series On. Click close. The
graph will now look like the
following:
Gottlieb Mowers Project Page 18 of 22
42. Next, right click on one of the bars for series 2 and select
Change Series Chart Type. In the
Line section of the Change Chart Type window, choose the Line
with Markers type and click
OK. Next, right click one of the bars for series 1 and choose
Format Data Series. Change the
Gap Width to 0. Click the Layout tab, Chart Title, and then
choose Above Chart. Enter an
appropriate title. Next, click on the Axis Titles button. Choose
Primary Veriticle Axis. Choose
Rotated Title. Name the axis QTY. Click on the legends button
and choose None. Right click
the seconday verticle axis and choose Format Axis. Click
Number, then Percentage and
change the Decimal places to 0. Then click Close. Next, Click
the Insert tab, Text Box, and
place the text box under the title of the chart. With the
insertion point in the text box, click in the
formula bar, enter = and then click in cell B3. Then enter on
your keyboard. Center the text box
under the chart title.
The last step will use VBA to assign values to the primary and
secondary axis. You will edit the
VBA code to accomplish this. Right click on the command
button and choose view code. The
0.000
0.200
0.400
44. Scroll to the bottom of the code and place the insertion point
above the End Sub line and enter
the following:
ActiveSheet.ChartObjects("Chart 1").Activate
With ActiveChart.Axes(xlValue, xlPrimary)
.MaximumScale = Range("Q32")
.MinimumScale = 0
End With
With ActiveChart.Axes(xlValue, xlSecondary)
.MaximumScale = 1
.MinimumScale = 0
End With
Congratulations. You are almost finished!
You will need a worksheet for each month of the year as well as
each quarter and one for year-
to-date.
Right Click on the Jan worksheet and choose Move or Copy.
Gottlieb Mowers Project Page 20 of 22
45. Copy the Jan worksheet as many times as needed. Rename the
works sheets Feb, Mar, QTR
1, etc. Enter formulas in the quarter worksheets to add the
quarterly data. Do the same for the
YTD worksheet. Tutorial 6 discusses working with multiple
worksheets. Make sure that you
replace the Jan data on the new worksheets with the data that is
in the csv files for Feb, Mar,
Apr, etc and click Transfer and Sort on each of the new
worksheets.
Analyze the data on each of the worksheets, with special
attention to the year-to-date data.
What do you think? Should Gottlieb Mowers be focused on
reducing the number of defects for
Spark Plug Missing, Noisy, and Warning Label Missing?
It depends on how much it costs to repair each of the defects.
For example, Spark Plugs
Missing occurred more than any other defect, but the cost to
repair a missing spark plug would
be far less than repairing a locked up motor. With this in mind,
you decide to ask Gottlieb for
the cost of each defect.
You ask a colleague to help you design an Executive Summary
worksheet that will provide
Gottlieb the analysis to make better decisions. The first step is
to add the Average Cost of
Repair to each defect on the Set Up worksheet and insert a
worksheet for the Executive
Summary. Your colleague worked on this project over the
weekend and placed an Excel
Workbook on the company network for you to download.
46. Download the workbook named ExecSummary.xlsm from
Blackboard. Open the new
workbook. Ensure that your workbook is open as well. The
new workbook has three
worksheets, the Executive Summary worksheet, a new Set Up
sheet that details the repair costs
for each defect, and a Current Month Worksheet. Right click on
the Executive Summary
worksheet and choose Move or Copy. In the To book drop
down box, choose your workbook
name. This copies the worksheet to your workbook. Do the
same for the remaining
Gottlieb Mowers Project Page 21 of 22
worksheets. You will have to rename your Set Up worksheet to
Set Up Old and rename the
new one to Set Up.
On the Executive Summary worksheet, click the Fix Formulas
button. Note: When copying
worksheets that have formulas with references to other
worksheets into a new workbook, Excel
transfers the workbook name in the formulas. The Fix Formulas
button removes the reference
to the previous workbook. The Fix button uses VBA code to
enter the correct formulas, which do
not contain references to the ExecSummary workbook.
Click the Transfer button on the Executive Summary worksheet.
Analyze the data. Do you
have the same conclusion? Should Gottlieb Mowers be focused
47. on Spark Plug Missing, Noisy,
and Warning Label Missing based on their PPM values or
should they be focused on the defect
with the highest repair value.
Write a 2-3 page report to Gottlieb Mowers and explain your
analysis and the workbook that you
created. Embed the Pareto Chart on the Executive Summary
worksheet. When embedding
objects in a report, introduce the object, display it, and then
discuss it.
Gottlieb Mowers Project Page 22 of 22