TreeTABLE provides built-in FMEA templates. However, you may don’t want to use them because you have to use your FMEA forms, this turorial will guide you to convert your forms to a customized FMEA templates in a minute. Then you can utilize all features of TreeTABLE to create a professional FMEA inside Excel faster than ever.
1. Step 1: Convert your FMEA form to tree structure sheet
First, open your form and convert it to a TreeTABLE’s worksheet (now calls as tree sheet) by pressing “Convert To Tree Sheet”. This step allows TreeTABLE set up extension parameters of the worksheet for future use.
2. Step 2: Determine hierarchy in your FMEA form
FMEA is not flat data table; it is hierarchical data table that has relationship between columns. In our example below, Each Item has one or many Functions; each Function has one or many Requirements; Each Requirement has one or many Potential Failure Mode;…
The relationship of Item-Function is Parent-Child; Function-Requirement is Parent-Child;…
TreeTABLE allows you to set the relationships by assigning one of below roles for each column in a FMEA:
- Root column: Root column is the highest level column in column hierarchy in a TreeTABLE table. There is only one root column in a FMEA (or a TreeTABLE TreeTABLE). Root Column have Child Columns and Sub Columns
- Child column: child column of a given column is column that has many to one relationship with the given column. Child Column has Child Columns and Sub Column
- Sub column: sub column of a master column is column that has one to one relationship with the master column. Sub Column does not have Child Column or Sub Column.
Apply this in our FMEA form, Item is the Root Column, it child column is Function and it has no sub column; Function column has Requirement as its child column; Requirement has Potential Failure Modes column as its child column;… Your form might have different column name, more or less columns or even different hierarchy but the way to build the template is the same.
3. Step 3: Setting column relationship in your form with TreeTABLE
OK, after define column hierarchy, now we will set up the hierarchy in TreeTABLE for our
Setting Item Column as Root Column
In the Column Relation Manager windows, select Set Root Column,
A dialog appear and select the Header of “Item” Column A5, click OK.
Now we completed with setting Root Column, Column Relation Manager updates with Item column (marked as green circle R) in it.
Setting Function Column as a Child Column of Item Column
Select Item column in Column Relation Manager, press Add Child Column. A dialog will show up and let us select the header of function column.
Column Relation Manager updates and shows Function column in its tree view.
And so on, we set the role for other column as: Requirements, Potential Failure Mode. But Potential Effects of Failure, Severity and Classificaion has relation 1-1 with Potential Failure Mode. So we need to set them as Sub Column of Potential Failure Mode.
Select Potential Failure Mode in Column Relation Manager, press Add Sub Column. When dialog shows up, select 3 columns above and press OK
Press OK, now Column Relation Manager updates with subs columns just added.
Do the same for the rest of column in our FMEA form, final hierarchy in Column Relation Manager shown as as below picture.
Note: In the Column Relation Manager’s hierarchy, Root column has “R” at beginning, Child column is displayed as M, Sub column is displayed as S.
4. Done! Save the FMEA Template for future use
Click Save, Select Excel Template (*.xltx) in Save as Type. The template is automatically placed in the Templates folder of Excel to ensure that it will be available when you want to use it to create a new workbook.