Process Data Skills Using Excel

Using Data Effectively with Excel

Programme Overview

This course teaches the principles and practice of using process data properly but without the need for serious statistics or special statistics software. The course teaches how to use Excel to generate simple graphs (with a little help from the SPC Plus software which is included in the price) to turn data into useful information which enables data-driven decision making in the workplace. It will build your capability and confidence in this area.

In-Company Training

Group Discount

Introduction to Using Data Effectively with Excel

Using data effectively is an integral component of Lean Six Sigma projects, operational management and continuous improvement. This course builds on the data tools introduced in the Green Belt programme but does not stretch to the level covered in Advanced Green Belt. As such, Minitab software is not needed and we use standard Excel and the SPC Plus package (which we supply free).

At A Glance

Using Data Effectively with Excel
Now Showing Using Data Effectively with Excel – All delivery options
Price P.O.A
Duration 2 day
CPD Points 16
Accreditations T.B.A.
Prerequisites Each delegate will need a PC or laptop with Excel 2007 or later (we will need to know your Excel version beforehand). We will supply SPC Plus before training and this should also be installed on each machine. Data sets will also be provided. Delegates should have at least basic capability with entering and manipulating data in Excel
Delivery Modes In-Company
Delivered By Moore Allison

What will you learn?

As well as building proficiency in the use of Excel and SPC Plus, this course supports DMAIC, operational management and data driven decision making by providing a solid grounding in these essential techniques:

Measuring Process Performance

  • Selecting measures and developing operational definitions
  • Validating the capability of the measurement system
  • Process Sampling
  • Data collection
  • Summarising and presenting performance data
  • Using Statistical Process Control Charts (SPC) to display and interpret data
  • Simple Process Capability Analysis

Analysing Process Data

  • Graphical Data Analysis
  • Pareto Charts
  • Data segmentation
  • Scatter diagrams
  • The background statistical knowledge to correctly apply, interpret and communicate the above

Who is this course for?

Green and Yellow Belts, Lean Practitioners, Operational Managers, Business Analysis’s. You probably work in a transactional environment or in a transactional role. If you have a technical or engineering role, it is more likely that you will required Advanced Green Belt or Black Belt training using statistics software  such as Minitab.


Outcomes for your business: The ability to employ these tools will enhance the Lean Six Sigma toolset improving project performance, process management and promoting the development of a data based decision making in your organisation.

Outcomes for your personal development: The ability to use data with confidence to understand and analyse processes and influence your colleagues.

In-company classroom  

For more than 4 delegates attending the same programme this is the most cost effective option.

The programme can be delivered on-site or virtually.

The sessions will be bespoke, lively and interactive delivering a memorable learning experience for the delegates.

We will discuss your objectives prior to the delivery, and help you to plan the most effective delivery and support to your team of delegates.

This course is typically delivered over 2 days.

Consecutively or spread out over half-days sessions. Whatever is most convenient to you!

Support Pack

All delegates receive:

  • Printed and pdf copies of the course slides
  • Introductory videos on using Excel and SPC Plus


  • Selecting and operationally defining Y measures
  • Types of data
  • Process Sampling with continuous and discrete (attribute and count) data
  • Sample Size calculations for continuous and discrete data, when you need to use it, why it matters
  • Validating the Measurement System
    • Gauge R&R Study
    • Attribute Agreement Analysis
  • Data collection
  • Understanding Variation and SPC, Tests for Special Causes
  • Individuals (X-moving Range) SPC Charts
  • Control Charts in Practice
  • Simple summary statistics
  • Using Histograms to visualise and interpret the shape of data
  • Introduction to the Normal Distribution
  • DPU, DPMO, Process Sigma
  • Simple Capability Analysis
  • Pareto Analysis
  • Segmented frequency plots
  • Introduction to confidence intervals and hypothesis testing
  • Scatter Plots
  • Segmented Scatter Plots
  • Introduction to simple linear regression

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