AUS-DOH-Safety-and-Quality / PowerBI-SPC

A free and open-source PowerBI custom visual for SPC charts
GNU General Public License v3.0
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Feature Request: Chart Annotations #297

Open shauneccles opened 5 months ago

shauneccles commented 5 months ago

As a Quality Improvement user, I use SPC charts to track and monitor improvement activities. As part of my reporting requirements, I require annotations on my SPC charts that outline when, and what, was changed within the system. Currently I manually annotate these charts via capturing images and using PowerPoint (where most of my reporting is contained) to enter data. However, this is laborious, error prone and requires domain knowledge.

As a Data Analyst, I want to be able to have a simple way of entering and examining process changes within the system, and attaching these changes to annotations within SPC charts. My initial thoughts are to have three column table within my data model such as:

'QI Activities'

Implementation Date Comment Process/Improvement Activity
1/1/2024 Introduction of Unicorn Casts Paediatric Ortho Improvement 2024
1/6/2024 Introduction of Scratch and Sniff Casts Paediatric Ortho Improvement 2024

I would then create a measure that contains all applicable activities for a given process (given there many be many processes happening over the dataset time frame) such as:

Paediatric Ortho Improvements 2024 =
CALCULATETABLE (
    SUMMARIZE ( 'QI Activities', 'QI Activities'[Date], 'QI Activities'[Comment] ),
    'QI Activities'[Process/Improvement Activity] = "Paediatric Ortho Improvement 2024"
)

I would then connect the table to my date table, and then within the PowerBI SPC Visual select the Paediatric Ortho Improvements 2024 measure as "Chart Annotations"

This would place the annotation at a suitable place, with a connector pointing to the Implementation Date within the SPC chart.

Example from Making Data Count slide 9: image

carolineb936 commented 3 months ago

This would be useful