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    Users Guide

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    No part of this publication may be reproduced, stored in a retrieval system, or transmitted in

    any form or by any means, electronic, mechanical, photocopying, recording, or otherwise,

    without the prior written permission of Red Cedar Technology, Inc.

    The information in this manual is subject to change without notice and should not be

    construed as a commitment by Red Cedar Technology, Inc. While every effort has been

    made to ensure the accuracy of the material, Red Cedar Technology, Inc. assumes no

    responsibility or liability for any errors, inaccuracies or omissions that may be present in this

    manual.

    Copyright 2014 by Red Cedar Technology, Inc. All rights reserved.

    HEEDS is a registered trademark of Red Cedar Technology, Inc. Other brand or product

    names that may appear in this manual or in the illustrations are the registered trademarks or

    trademarks of their respective holders.

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    Contents

    1. Welcome to HEEDS POST 6

    2. HEEDS POST Basics 7

    System Requirements ....................................................................................................................... 7

    Launching HEEDS POST ................................................................................................................. 8

    Overview of the HEEDS POST Interface ........................................................................................ 8

    Quick Access Toolbar ........................................................................................... 9

    Status Bar ............................................................................................................ 9

    Message Log ...................................................................................................... 10

    File Tab ............................................................................................................... 11

    Commands ..................................................................................................................... 11

    Info .................................................................................................................................. 11Recent ............................................................................................................................ 11

    Options ........................................................................................................................... 12

    Help ................................................................................................................................ 23

    Exiting HEEDS POST ...................................................................................................................... 24

    Screen capturing in POST ............................................................................................................... 25

    3. Working with Projects 27

    Creating a project ............................................................................................................................. 27

    Opening a project ............................................................................................................................. 29

    Importing additional studies ............................................................................................................. 30

    Refreshing study data ...................................................................................................................... 31

    Auto Refresh ...................................................................................................... 32

    Viewing the Study Summary ........................................................................................................... 33

    Pie Chart ............................................................................................................ 33

    Study Details ...................................................................................................... 34

    Data Table .......................................................................................................... 34

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    Finding a study folder ....................................................................................................................... 35

    Deleting a study from a project ....................................................................................................... 35

    Saving a project ................................................................................................................................ 37

    Closing a project ............................................................................................................................... 38

    4. Working with Plots 40

    Focusing on specific areas of a plot ............................................................................................... 40

    Zooming .............................................................................................................. 40

    Panning............................................................................................................... 41Rotating .............................................................................................................. 41

    Using mouse navigation buttons ......................................................................... 42

    Resetting the plot view ........................................................................................ 42

    Selecting multiple plot points .............................................................................. 42

    Setting Best Design and Baseline Design options ....................................................................... 43

    Copying, saving and deleting plots ................................................................................................. 44

    Copying plots ...................................................................................................... 44

    Saving plots ........................................................................................................ 45

    Deleting plots ...................................................................................................... 46

    Renaming plots ................................................................................................................................. 48

    Showing models ............................................................................................................................... 48Changing the style of a plot ............................................................................................................. 49

    Changing the style of a series ......................................................................................................... 53

    Changing the plot range .................................................................................................................. 55

    Normalizing the axes .......................................................................................... 55

    Defining the axis range ....................................................................................... 56

    Scaling the series ............................................................................................... 56

    A brief introduction to design sets ................................................................................................... 57

    5. Creating and Customizing Plots 58

    Creating new plots ............................................................................................................................ 58

    Plots for all study types .................................................................................................................... 60

    History plots ........................................................................................................ 60

    Changing History plot properties ..................................................................................... 64

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    Adding, removing and editing series ............................................................................. 117

    Adjusting series style options ........................................................................................ 119

    Create Design Set from current series or all series ....................................................... 119Pareto Front plots (Multi-objective studies only) ............................................... 120

    Changing Pareto Front plot properties .......................................................................... 123

    Adding, removing and editing series ............................................................................. 126

    Changing the plot range ................................................................................................ 128

    Plots for Design of Experiments (DOE) studies .......................................................................... 129

    Response Surface Fit plots ............................................................................... 129

    Changing Response Surface Fit plot properties ............................................................ 131

    Adding, removing and editing series ............................................................................. 131

    Changing the plot range ................................................................................................ 133

    2D Response Surface plots .............................................................................. 133

    Changing 2D Response Surface plot properties ........................................................... 136Adding, removing and editing series ............................................................................. 136

    Exploring the response surface ..................................................................................... 139

    3D Response Surface plots .............................................................................. 140

    Changing 3D Response Surface plot properties ........................................................... 143

    Adding, removing and editing series ............................................................................. 143

    Exploring the response surface ..................................................................................... 146Changing the plot range ................................................................................................ 147

    Response Influence plots .................................................................................. 147

    Changing Response Influence plot properties .............................................................. 149

    Adding, removing and editing series ............................................................................. 149

    Variable Effects plots ........................................................................................ 152

    Changing Variable Effects plot properties ..................................................................... 154

    Adding, removing and editing series ............................................................................. 154

    Variable Interaction plots ................................................................................... 156

    Changing Variable Interaction plot properties ............................................................... 159

    User Plots ........................................................................................................................................ 160

    2D and 3D Function plots.................................................................................. 160Changing 2D or 3D Function plot properties ................................................................. 162

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    Adding, removing and editing series ............................................................................. 162

    Changing the plot range................................................................................................ 166

    Working with multiple-plot views ................................................................................................... 166Creating multiple-plot views .............................................................................. 167

    Synching the highlight between plots ............................................................... 174

    Removing plots from a multiple-plot view ......................................................... 176

    Editing a plot from a multiple-plot view ............................................................. 176

    Applying a design set to multiple plots .............................................................. 177

    6. Creating Custom Design Sets 178

    Understanding the Design Set Summary .................................................................................... 179

    Viewing the composition of your design set .................................................................. 179

    Comparing your set to the set of All Designs ................................................................ 181

    Creating a Design Set .................................................................................................................... 182

    Setting up rules ................................................................................................ 184Including/excluding designs manually .............................................................. 187

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    1. Welcome to HEEDS POST

    HEEDSPOST allows you to review data and understand results from HEEDS MDO

    optimization studies.

    Within HEEDS POST, you can create a variety of plot types and design tables, which allow

    you to:

    Understand the design space Explore design sensitivities

    Visualize correlations

    Investigate trade-offs

    When its time to share your insights, you can export plots and data from HEEDS POST for

    presentations and reports.

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    2. HEEDS POST Basics

    HEEDS POST runs on MicrosoftWindows

    32- and 64-bit, and Red Hat 5 Linux 64-bit (and

    compatible distributions).

    System Requirements

    The computer(s) on which you intend to run HEEDS POST must meet the following mini-

    mum requirements for Windows or Linux installation.

    Windows Installation

    Component Requirements

    Operating system Windows 32- and 64-bit

    Processor Pentium 550 MHz

    RAM

    128 MB for HEEDS POST and whatever is needed for your analysis

    software to run. Consult your analysis software manuals for these

    requirements.

    Disk space At least 60 MB of free disk space for the application.

    Linux Installation

    Component Requirements

    Operating system x86-64: Red Hat 5 Linux 64-bit (and compatible distributions)

    Packages Linux Standard Base v4.0+

    Processor Pentium 550 MHz

    RAM

    128 MB for HEEDS POST and whatever is needed for your analysis

    software to run. Consult your analysis software manuals for these

    requirements.

    Disk space At least 60 MB of free disk space for the application.

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    Launching HEEDS POST

    To launch HEEDS POST, follow these steps:

    1. Click Start, and select All Programs.

    2. Select the HEEDS folder on the menu.

    3. Select POST 2.2.

    4. Select HEEDS POST.

    Overview of the HEEDS POST InterfaceThis section provides a brief orientation to the HEEDS POST interface.

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    Quick Access Toolbar

    The Quick Accesstoolbar is located in the upper left-hand corner of the interface:

    Quick AccessIcon

    Description

    Click to access a menu that allows you to restore, minimize or maximize theinterface, and exit POST:

    Create a new project.

    Open a project.

    Save the selected project.

    Status Bar

    The Status Barin the lower left-hand corner of the interface provides additional informationabout options as you hover over them with your cursor. It also displays some warnings and

    error messages before they are added to the Message Log:

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    Message Log

    The Message Logprovides real-time reporting of any important information, warnings or

    errors related to HEEDS POST operations. To view the message log, click the icon in the

    lower right-hand corner of the interface:

    The icon will change to reflect the type of message currently being displayed in the Message

    Log:

    Icon Description

    Information

    Warning

    Error

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    If there is an error message, it will take a few information or warning messages before the

    icon will change.

    The contents of the Message Logare also available in a file located in your user directory:

    For Windows XP, this location is C:\Documents and Settings\User Name

    For Windows 7 this location is C:\Users\User name

    File Tab

    The options on the Filetab give access to standard Filemenu commands, recent projects

    and recent locations, program options, and help resources.

    Commands

    The following standard Filemenu commands are available on the Filetab:

    Option Description

    New Create a new project.

    Open Open an existing project.

    Save Save the current project.

    Save As Save the current project under a new name.

    Close Close the current project.

    Exit Exit the HEEDS POST application.

    In fo

    Select Infoto view a diagram illustrating how to post-process a HEEDS MDO design study

    using HEEDS POST.

    Recent

    Select Recentto quickly access recently opened projects or to navigate to recently visited

    locations.

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    Opt ions

    Click Optionsto access and change program-wide options, such as general program

    behavior, and plot behavior, style, color and font. To access these options from any locationin the program, press F4.

    General

    The options in the Generalgroup allow you to specify certain program-wide behaviors. Your

    selections will be saved and applied every time you open HEEDS POST, until you change

    the settings again.

    To access these options, follow this path: File tab > Options tab > General.

    Option Description

    Ask confirmation before

    deleting items from theproject

    If this option is enabled, HEEDS POST will prompt you for

    confirmation before deleting the selected item.If this option is disabled, the selected item will be deleted withoutconfirmation.

    Display short list of recentfiles under File

    Enable this option to place a list of the four most recent files directly onthe Filetab for easy access.

    Expand the tree view to

    show newly created items

    When this option is enabled, parent items in the Tree View(i.e.,

    folders) will automatically expand to show any items you have justcreated.

    Disable it if you want parent items to remain collapsed when newitems are created.

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    Option Description

    Show the splash screen

    on startup

    With this option enabled, the splash screen will be displayed when theapplication launches. Disable it if you do not want the splash screendisplayed.

    Access help content fromthe internet

    When checked, help content will be accessed from the internet, ratherthan from the local installation.

    Text editor

    Defines the text editor to use when displaying text files, such as themessage file on the Run tab. If no text editor is defined, HEEDS MDOattempts to use the default text editor configured with your operatingsystem.

    Text files Defines the file extensions to be used in the text editor when youselect Open from the right-click menu of an analysis file.

    Plots

    In the Plotsarea of the Optionstab, you can select your own default settings for several

    elements of general plot behavior.

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    To access these options, follow this path: File tab > Options tab > Plots.

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    Option Description

    Always normalize axes on plotswith multiple series

    Enable this if you want all of your plots with multiple series tobe normalized by default. You can always disable this optionfor a specific plot on the Axes ribbon for that plot.

    Changes to this setting will apply when a series is added to orremoved from a plot and when series data is modified.

    Hide the plot legend in Views withmultiple plots

    Enable this option to hide the plot legends on individual plotsin multiple-plot Views.

    Limit the number of major tickmarks to:

    Select the desired number of major tick marks for all plot axes.To do this, use the spin control to adjust the number of tickmarks, or click and drag the slider.

    Limit the number of minor tickmarks to:

    Select the desired number of minor tick marks for all plot axes.To do this, use the spin control to adjust the number of tickmarks, or click and drag the slider.

    Do not automatically create alldefault plots if the number ofvariables/responses in a studyexceeds:

    If a study has a large number of variables/responses, some ofthe default plots (e.g., Parallel) may take a very long time todraw or may not be useful at all.

    Use the spin control to indicate the number ofvariables/responses in the study above which all default plotsshould not be created automatically.

    When Auto Refresh is enabled,refresh study data every:

    Use this option to tell theAuto Refreshtool how many secondsto wait before checking for new study data (when a study is inprogress).

    Changes to this option will take effect when theAuto Refreshtool is toggled.

    Prompt when adding a new seriesto a plot

    When this option is selected, you will be prompted to specifydetails when adding a new series to a plot. When not selected,the new series is immediately added to the plot; you can thenchange the details in the Plotribbon.

    Speed of zoom and pan an imat ion

    Use this option to select whether a zoom box or pan should move instantaneously or

    gradually.

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    Option Description

    InstantaneousEnable this if you would like the zoom and pan movement to happeninstantaneously.

    GradualEnable this if you would like the zoom and pan movement to happengradually.

    Bes t des ign h is to ry l i ne opt ions

    Using this group of options, you can select whether the line for best designs is plotted using

    the design set assigned to the series or theAll Designsset.

    To access these options, follow this path: File tab > Options tab > Plots> Best design

    history.

    Option Description

    Plot the best designs from the seriesdesign set.

    Enable this option to plot the line for the best designsusing the design set assigned to the series.

    Plot the best designs from the All

    Designs set

    Enable this option to plot the line for the best designs

    using theAll Designsset.

    Paral le l p lot o pt ion s

    Using this group of options, you can select your own default settings for the appearance of

    inactive designs, plot quality, and plot transparency for all newly created Parallel plots.

    To access these options, follow this path: File tab > Options tab > Plots> Parallel plot.

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    Option Description

    Inactive designs

    Inactive designs are those that have been filtered out by your Min/Max values. Thisoption determines how those inactive (filtered out) designs will appear in your

    Parallel plots:

    Draw in greyIf this option is selected, inactive designs will appear as grey lineson the Parallel plot.

    HideIf this option is selected, inactive designs will not be shown on your Parallelplots at all.

    Initial quality

    High-quality Parallel plots can take a long time to draw if there are a large numberof designs or parameters. This option determines the quality with which Parallelplots are initially drawn.

    QuickDraws the plot faster, with lower-quality display.

    High qualityDraws the plot with higher quality, which may result in a longer wait

    time before display. High-quality plots can take a long time to draw if there aremany designs or parameters.

    On Linux, Parallel plots are always drawn with high quality, and this option is notavailable.

    Transparency ofplot lines

    This option allows you to adjust the transparency level of the lines in Parallel plots.

    The individual series style may override this setting. To change the transparency,use the spinner control or click and drag the slider.

    Cons t ra in t p lo t op t ions

    Using this group of options, you can select your own default settings for axes scaling on all

    newly created Constraint plots.

    To access these options, follow this path: File tab > Options tab > Plots> Constraint plot.

    Option Description

    Fix vertical axis to the total numberof designs

    Select this option to scale the vertical axis to match thetotal number of designs in the study.

    Use default axis range based onavailable data

    Select this option to scale the vertical axis to fit the rangeof data being plotted.

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    Bub b le and Pareto Fron t p lo t op t ion s

    Using this group of options, you can select your own default settings for symbol size and

    transparency for all newly created Bubble and Pareto Front plots.

    To access these options, follow this path: File tab > Options tab > Plots> Bubble and

    Pareto Front plots.

    Option Description

    Maximum symbol sizeUse this option to adjust the maximum symbol size in Bubble andPareto Front plots. Select the desired size using the arrows on thespin control or by clicking and dragging the slider.

    Adjust symboltransparency with size

    When this option is enabled, filled symbols will gradually becomemore transparent as they increase in size.

    Sur face p lo t o pt ions

    The option in this area allows you to use an estimated range for the initial plot axes on

    surface plots.

    To access these options, follow this path: File tab > Options tab > Plots> Surface plot.

    Option Description

    Use estimated range for initial plot axes

    Enable this option to use estimated rangevalues calculated by HEEDS for the z-axisrange when the plot is initially created. If thisoption is not selected, the z-axis range will fit theplotted data.

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    High l i gh t co lo r opt ions

    The options in this area allow you to customize the colors for the best design and baseline

    design in all plots.

    To access these options, follow this path: File tab > Options tab > Plots> Highlight colors.

    Option Description

    Best designSelect the desired color for the best design from the dropdown.

    To reset to the default color, select Automaticfrom the dropdown.

    Baseline designSelect the desired color for the baseline design from the dropdown.

    To reset to the default color, select Automaticfrom the dropdown.

    Pie char t co lo r opt ions

    The options in this area allow you to customize the pie chart colors in the Study Summary.

    To access these options, follow this path: File tab > Options tab > Plots> Pie chart colors.

    Option Description

    Feasible

    Allows you to change the pie chart color for Feasibledesigns.

    Select the desired color from the dropdown.

    To reset to the default color, select Automaticfrom the dropdown.

    Infeasible

    Allows you to change the pie chart color for Infeasibledesigns.

    Select the desired color from the dropdown.

    To reset to the default color, select Automaticfrom the dropdown.

    Success

    Allows you to change the pie chart color for Successdesigns.

    Select the desired color from the dropdown.

    To reset to the default color, select Automaticfrom the dropdown.

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    Option Description

    Error

    Allows you to change the pie chart color for Errordesigns.

    Select the desired color from the dropdown.

    To reset to the default color, select Automaticfrom the dropdown.

    Styles

    In the Stylesarea of the Optionstab, you can change the settings assigned to the built-in

    styles, and you can create your own custom styles. To access these options, follow this

    path: File tab > Options tab > Styles.

    Styles are applied to your series in the order listed. That is, the first style in the list will be

    applied to the first series; the second style will be applied to the second series; and so on.

    We recommend giving your styles meaningful names, and then arranging them in the

    desired order in the list.

    Style changes are assigned to a specific user. Plots that use customized styles may not

    appear the same for different users or on different machines.

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    Option Symbol Description

    Style List

    n/a Displays the existing built-in and custom styles. The styles areapplied to your series in the order listed. We recommend giving the

    styles meaningful names, and then arranging them in the desiredorder.

    To rename a style, press the F2key or provide a second mouseclick of a selected item. Enter the new name and press Entertoaccept it.

    Colorn/a Allows you to change the color of the selected style. Click the

    dropdown and select the desired color.

    Transparencyn/a Allows you to adjust the transparency of the color. To change thetransparency, use the spinner control or click and drag the slider.

    The Default transparency setting will use the default setting forParallel plots and opaque for other plot types.

    Linesn/a Allows you to change the line style. Click the dropdown, and select

    the desired style.

    Line Sizen/a Allows you to change the line thickness. To change the thickness,

    use the spinner control or click and drag the slider.

    Symbolsn/a Allows you to change the symbol type for a style. Click the

    dropdown and select the desired style.

    Symbol Sizen/a Allows you to adjust the symbol size. To change the symbol size,

    use the spinner control, or click and drag the slider.

    Surface

    SolidThe surface is drawn in a solid color (not available for 2D

    surface plots).

    ShadedThe surface is drawn in shades of the selected color. The

    selected color is used at the lowest z data value and graduallychanges to white for the highest z data value.

    MappedThe surface is drawn using a color map of blue-cyan-green-red from lowest to highest z data values.

    Contours

    For a 2D plot, the contours are always drawn in a solid black colorwhen the surface is also displayed. The contour lines are drawn in asolid color.

    SolidThe contour lines are drawn in a solid color.

    ShadedThe contour lines are drawn in shades of the selected

    color. The selected color is used at the lowest z data value andgradually changes to white for the highest z data value.

    MappedThe contour lines are drawn using a color map of blue-cyan-green-red from lowest to highest z data values.

    Add new styleAdds a new style to the bottom of the list. By default, all new styleswill be initialized with the currently selected style.

    Remove thecurrent style

    Removes the selected style from the list. This option only works forthe custom styles youve created. Built-in styles cannot be removed.

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    Option Symbol Description

    Reset the currentstyle to default

    Restores the default settings for the selected built-in style. Thisoption does not apply to custom styles.

    Move styleup/Move styledown

    Moves the selected style up or down in the list. If you have notrenamed a style, the style number will change to match its positionin the list. We recommend giving your styles meaningful names, andthen arranging them in the desired order in the list.

    Fonts

    The options in this group allow you to set default font styles and sizes for titles, axis labels,

    axis values, legend items and annotations. Changes made here will apply automatically to

    any existing plot.

    To access these options, follow this path: File tab > Options tab > Fonts.

    To change the default font type, size and style of a plot element

    1. In the left-hand column, select the plot element for which you want to change thedefault style.

    2. Select the desired font from the dropdown list.

    3. To adjust the font size, use the spin controls or drag the slider in the font size field.

    4. If desired, enable the Boldand/or Italicfont styles.

    5. View your changes in the preview window.

    Note: Changes are effective immediately for all plots.

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    Help

    The options on the Helptab give you access to the documentation, product Web site, and

    support. Youll also find information about thelicense, software version, build and copyrighthere.

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    Exiting HEEDS POST

    There are several ways to exit HEEDS POST: from the Quick Accesstoolbar, from the File

    tab, from the corner Exiticon, or using a keyboard shortcut.

    To exit HEEDS POST

    Do any of the following:

    Click the HEEDS POST button on the Quick Accesstoolbar, and select Exit:

    Click the Exitbutton in the upper right-hand corner:

    Click on the Filetab and select Exit:

    Use the keyboard shortcut: Alt+F4.

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    You will be prompted to save any open projects before exiting. Choose the desired option:

    ClickYesto save changes, and close the project.

    Click Noto close without saving changes.

    Click Cancelto exit the command.

    Screen capturing in POSTHEEDS POST is compatible with Snagit 8 for screenshots and Camtasia Studio 7.1 for

    screen video. Earlier versions of Snagit or Camtasia Studio may not be able to capture the

    HEEDS POST user interface.

    An alternative method for capturing screenshots of HEEDS POST is to use the PrintScreen

    key (for the entire desktop) or Alt + PrintScreenfor the active window. Either of these keycombinations will place the screenshot on your clipboard. From there you can paste (Ctrl +

    V) the screenshot into the desired application.

    Plots and plot views in HEEDS POST provide the option to directly export the plot or the plot

    view to an image format.

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    3. Working with Projects

    Creating a project

    When you create a new HEEDS POST project (.hpp), it is empty until you open a HEEDS

    MDO project (.heeds) with results or import the results from one or more HEEDS MDO

    studies into the project.

    To create a new POST project

    1. On the Filetab, click New(Ctrl+N).

    Or, from the Quick Accesstoolbar, click the Newbutton:

    The Hometab will be displayed, and Untitledprojectwill appear in the Tree View:

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    Note: If you wish to name the project at this time, Saveit.

    2. Click the Import Studybutton:

    Alternatively, you can right-click on the untitled project, and select Import Studyfrom the context menu:

    The Import Studydialog will appear.

    3. Navigate to the HEEDS MDO study folder that you wish to import into HEEDSPOST.

    4. Select the desired study, and click Open.

    The study data from the folder containing the study results will be imported and

    displayed under the new project in the Tree View.

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    Upon import, HEEDS POST automatically creates the most commonly used Design

    Setsand Plotsfor that study type. These are listed in the Tree View:

    Of course, you can create any additional custom Plotsand Design Setsthat you

    desire. For more information, seeCreating and Customizing Plotson page58 and

    Creating Custom DesignSetson page178.

    Opening a project

    If you created and saved a HEEDS POST (.hpp) project previously or you would like to open

    an existing HEEDS MDO project with results (.heeds), you can open it from the Filetab or

    the Quick Accesstoolbar using the Openoption.

    Note: You can open multiple projects in the interface at the same time.

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    To open a project

    1. Click on the Filetab, and click Open:

    Alternatively, click the Openbutton on the Quick Accesstoolbar:

    The Open Projectdialog will appear.

    2. Navigate to the HEEDS POST project (.hpp) you wish to open.

    3. Select the desired project, and click Open. The project will be displayed in the treeview.

    To open a recent project

    If you have recently used a particular HEEDS POST project, you can open it quickly from the

    Filetab:

    1. Click the Filetab.

    2. Click Recent.

    3. Select the desired project from the Open aRecent Projectlist.

    Note: Similarly, you can go back to recently visited locations from the Open f rom a

    Recent Locat ionlist on the File tab.

    Importing additional studies

    There is no limit to the number of HEEDS MDO studies you can import into a HEEDS POST

    project. This gives you a great deal of flexibility in comparing the results from several

    different studies.

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    To import a study

    1. Click on the Homeribbon.

    2. In the Tree View, select the project that you want to import the study into (if youhave multiple projects open).

    3. Click the Import Studybutton:

    The Import Studydialog will appear.

    4. Navigate to the HEEDS MDO study folder from which you want to read the results.

    5. Select the desired study folder, and click Ok.

    Note: The study will be imported into the active project, which is the one currentlyselected in the Tree View.

    Refreshing study data

    If youve imported a HEEDS MDO study that is still in process, you can refresh the study

    data in HEEDS POST at any time. To do this:

    1. Select the study name in the Tree View.

    2. On the Home ribbon, click Refresh Study Data:

    The Status Bar will report that the update has been completed.

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    Note: For studies that are still in process, there is also a Refresh Nowlink in the StudyDetails. Clicking this link has the same effect as clicking the Refresh Stud y Databutton.

    Note: You can also right-click the name of the study in the Tree View and select RefreshStudy Datafrom the menu.

    Auto Refresh

    The Auto Refreshoption will automatically refresh the study data for an in-process study

    every 10 seconds. To enable this feature, click the Auto Refreshbutton on the Home

    ribbon:

    To disable Auto Refresh, click the button again.

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    Viewing the Study Summary

    Once youve importeda study into the project, click on the title of the study in the Tree View

    to view the Study Summarypage.

    The Study Summarypage is divided into the following areas:

    Pie Chart

    The pie chart illustrates the feasible, infeasible, success and error designs in a study at a

    glance:

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    Pie chart

    color

    Study Type - Description

    Green

    Optimization- Shows the number of Feasibledesigns.

    DOE- Shows the number of Successdesigns.

    Red Any study type- Shows the number of Errordesigns.

    Yellow Optimization- Shows the number of Infeasibledesigns.

    Hovering over the pie chart with your mouse will display additional details.

    Note: The default colors for each of the design types in the pie chart can be changed. Forinstructions, seePie char t color op t ionson page19.

    Study Details

    Located below the pie chart, the Study Detailssummarize important information about the

    study as it was run in HEEDS MDO.

    To export the Study Details

    1. Select the desired text with your mouse.

    2. Right-click, and select Copyto copy the text.3. Navigate to the document where you want to place the text.

    4. Press Ctrl +Vto paste the text.

    Data Table

    Variable and response data can be found in the data table to the right of the pie chart. The

    Minand Maxcolumns list the actual minimum and maximum values for each of the variables

    and responses, based on all of the designs evaluated during the study. These values can be

    different than the Minand Maxvalues specified during the optimization setup. The Best

    Valuecolumn lists the values for the best design.

    Note: If you have more than one agent in your study, there will be a tab for each agent in

    the Data Table.

    Creating Custom Design Sets

    Fi di t d f ld

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    Finding a study folder

    When a study is run and shared with other users, the project may refer to data in the results

    folder (such as model view images, message logs, etc.). If you move the folder containingthe study results, HEEDS POST will not be able to read in any new results since the last

    save. Moreover, if the data was not saved it wont be able to display any results if you

    reopen the project.

    You can use this feature to associate the study folder with the project in the new location.

    To find a study folder

    1. In the Tree View,right-click on the name of the study whose location you want tofind.

    2. Select Find Study Folderfrom the menu:

    A dialog will appear prompting you to navigate to the folder that contains the study

    results.

    Deleting a study from a project

    If you no longer want a particular study to reside within your project, you can delete it.

    Additionally, you may wish to make changes to any of the study-related files; in this case,

    youll need to delete the study from the project, make the changes, and then re-import the

    study.

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    Note: All of the custom plots and design sets you created for that study will also bepermanently deleted.

    To delete a study

    1. In the Tree View,right-click on the name of the study you wish to delete.

    2. Select Deletefrom the menu:

    A dialog will appear prompting you to confirm that you wish to delete the study:

    3. ClickYesto delete the study.

    Creating Custom Design Sets

    Saving a project

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    Saving a project

    When you create a HEEDS POST project, it is not automatically saved. You will notice that

    the project remains Untitled projectuntil you save it. This gives you the flexibility to open andexamine study data and decide later whether you want to save the project.

    However, if the contents of the HEEDS POST project are valuable to you, we recommend

    saving the project soon after you create it and saving at regular intervals while you are

    working with the project.

    If you have modified a project, the name of the project in the Title Barwill be appended withan asterisk:

    If you try to exit or close an unsavedproject, HEEDS POST will ask whether you wish tosave the project first.

    To save a project

    1. Select the project name in the Tree View.

    2. On the Quick Accesstoolbar, click the Savebutton:

    3. Alternatively, click the Filetab, and select the Saveoption:

    The Save Asdialog will appear.

    4. Navigate to the location where you wish to save the project.

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    5. Enter a file name for the project.

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    5. Enter a file name for the project.

    6. Click Save.

    To save a copy of the project under a new name

    1. Select the name of the project in the Tree View.

    2. Click on the Filetab.

    3. Select Save As:

    The Save Asdialog will appear.

    4. Navigate to the location where you wish to save the project.

    5. Enter a file name for the project.

    6. Click Save.

    Closing a project

    If you wish to close the current project without exiting HEEDS POST, you can do so using

    the Closeoption.

    To close a project

    1. Select the project name in the Tree View.

    2. On the Filetab, click Close:

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    Note: The keyboard shortcut for Closeis Ctrl+F4.

    You will be prompted to save the project before closing. Choose the desired option:

    ClickYesto save changes and close the project.

    Click Noto close without saving changes.

    Click Cancelto exit the Closecommand.

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    4. Working with Plots

    Regardless of whether youre using the default plots HEEDS POST creates for you or

    customized plots you create yourself, how you work with these plots is the same.

    Focusing on specific areas of a plot

    HEEDS POST offers some helpful plot features that can help you get a closer look at the

    data that are most critical to you. This section describes the following features:

    Zooming

    Panning

    Rotating

    Using mouse navigation buttons

    Resetting the plot view

    Selecting multiple plot points

    Note: These features are disabled for pie charts, bar charts, parallel plots, variableinteraction and variable effects plots.

    Zooming

    Zooming allows you to get a closer view of the plotted points.

    To zoom incrementally

    To zoom using increments of +/- 10%, click on the plot and scroll the mouse wheel forward

    and backward.

    To use a zoom box

    You can zoom in to a specific area of the plot using a zoom box. To do this:

    1. Press Shift+ left mouse button.

    2. Click and drag to create the box:

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    3. Release the mouse button to zoom.

    PanningPanning allows you to grab the plot and shift it up, down, left or right.

    To pan

    1. Click Alt+ left mouse button.

    2. Click on the plot, and drag it in the desired direction.

    Rotating

    You can rotate a 3D plot either by clicking on the plot and dragging the mouse, or by clicking

    on the plot and then pressing the arrow keys on your keyboard.

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    Using mouse navigation buttons

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    If your mouse is equipped with navigation buttons commonly used in a web browser, they

    can also be used to cycle through the previous views in a plot.

    Resetting the plot view

    If you have zoomed, panned, rotated or frozen a plot, you can easily reset it to the default

    view.

    To reset a plotTo reset a plot to the default view, do any of the following:

    In the Toolsgroup of the Plotribbon, click the Reset Plotbutton:

    Press the Esckey.

    Press Shift+ right mouse button.In a 2D plot, Shift+ right mouse buttonfits all data.

    Note: The Esc key and Shift+right mouse button does not reset rotated plots.

    Selecting multiple plot points

    To select a group of points, do either of the following:

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    Option Available for Description

    Best DesignSingle-objective optimization

    studies

    Highlights the best design on the selected plot

    BaselineAll optimization studies(single- and multi-objective)

    Highlights the baseline design on the selected plot

    Note: The color for these designs can be changed in the Options tab. Go to File tab >Opt ions tab > Plots > Highl igh t colorsto make the change.

    Copying, saving and deleting plots

    Copying plots

    You have two options for copying plots: copying the image or copying the text data from the

    plot.

    To copy an image of a plot to your clipboard

    1. Perform one of the following:

    Right-click on the plot, and select Copy Plot Image.

    Right-click on the plot title in the Tree View, and select Copy Plot Image.

    In the Toolsgroup of the Plotribbon, click the Export Databutton andselect Copy Plot Image.

    2. Once the image is on your clipboard, paste it into the desired document,presentation, or image-editing program.

    To copy the text data from a plot

    1. In the Toolsgroup of the Plotribbon, click the Export Databutton and select CopyPlot Data.

    Working with Plots

    2. Once the data is on your clipboard, paste it into the desired document orpresentation

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    presentation.

    The data is in the form of a comma-separated list with appropriate headers for

    each column.

    Saving plots

    You have two options for saving plots: saving the image or saving the text data from the plot.

    To save an image of a plot to disk

    1. Perform one of the following:

    Right-click on the plot, and select Save Plot Image.

    Right-click on the plot title in the Tree View, and select Save Plot Image.

    In the Tools group of the Plot ribbon, click the Export Data button andselect Save Plot Image.

    2. In the Save Asdialog that appears, navigate to the location where you want tosave the plot.

    3. Change the File name, if desired.

    The file will be saved as a .png by default. If you would rather have a .jpg, click theSave as typedropdown, and select JPEG Files:

    4. Click Save.

    To save the text data from a plot to disk

    1. In the Toolsgroup of the Plotribbon, click the Export Databutton and select SavePlot Data.

    2. In the Save Asdialog that appears, navigate to the location where you want tosave the plot.

    3. Change the File name, if desired.

    HEEDS POST 2.2 Users Guide

    4. The file will be saved as a .csv by default. If you would rather have a .txt, click theSave as typedropdown, and select Text Files (*.txt).

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    yp p , ( )

    5. Click Save.

    Deleting plots

    Impor tan t: If you delete a plot, it will be deleted from the entire project, not just from theView Window.

    To delete a plot from the project1. Right-click on the plot, and select Delete:

    Alternatively, right-click on the name of the plot in the Tree View, and selectDelete:

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    2. A dialog will appear asking you to confirm that you want to delete the plot from theproject:

    To permanently delete the plot from the project, click Yes.

    To exit the dialog without deleting the plot, click No.

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    Renaming plots

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    To name a plot

    1. Right-click the plot in the Tree Viewand select Rename:

    Alternatively, press the F2key or provide a second mouse click on the plot name.

    2. Enter the desired name for the plot.

    Showing models

    If the analysis in the HEEDS MDO project generates image files, HEEDS POST can show

    them to you. In cases where the image files are not associated with the project, you can

    browse for an image to display for a specific design.

    Working with Plots

    To show the model for a design in your study

    1 Right-click a design in a plot and select Show Model:

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    1. Right-click a design in a plot and select Show Model:

    2. Browse for the image file you want to display.

    If the image files are associated with the project (as defined in HEEDS MDO), thenthe menu will contain specific image files that can be shown at the selected design.Note that these image files are the same as those that are available for the ModelViewplot.

    Changing the style of a plotYou can change the background color, gridline color and style, and legend location for a plot.

    You can also specify the drawing mode and whether or not to display annotations on the

    plots.

    To change the plots background color

    1. In the Plot Datagroup of the Plotribbon, click the Plot Stylebutton:

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    2. From the Plot Style Optionsmenu, click on the desired background color. Tochoose a custom color, click on More Colors, and select a color from the palette.

    Working with Plots

    To change the color and style of the gridlines

    1. In the Plot Datagroup of the Plotribbon, click the Plot Stylebutton.

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    g p , y

    2. From the Plot Style Options menu, in the Gridlines section click on the desired

    color. To choose a custom color, click on More Colors, and select a color from thepalette.

    3. Click the desired line style from the list underGridlines:

    To change the location of the plotslegend

    1. In the Plot Datagroup of the Plotribbon, click the Plot Style button.

    2. From the Plot Style Optionsmenu, click Legend:

    3. Select the desired location for the legend. To hide the plots legend, select Hide.

    To change the drawing mode

    Some plots, such as Parallel plots, can contain a great deal of data and can take a long time

    to render. Using the Drawing mode option, you can control whether the plot is rendered

    either more quickly or in a higher quality. The mode will default to Quick.

    Note: The Quick option is not available on Linux.

    1. In the Plot Datagroup of the Plotribbon, click the Plot Stylebutton.

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    2. From the Plot Style Optionsmenu, click Drawing Mode:

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    3. Select the desired option:

    Drawing mode Description

    Quick Draws the plot faster, with lower quality display.

    High qualityDraws the plot with higher quality, which may result in a longer waittime before display.

    Note: The Quick and High quality options are only available for Windows.

    To show/hide annotations

    You can show or hide annotations on some plots, such as Probability Distribution plots.

    1. In the Plot Datagroup of the Plotribbon, click the Plot Stylebutton.

    2. From the Plot Style Optionsmenu, click Show annotations:

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    To hide annotations, clear the Show annotationscheckbox.

    Changing the style of a series

    You can change the style, color, and other properties for a series.

    To change the series style

    1. In the Series Datagroup of the Plotribbon, click the Series Stylebutton:

    HEEDS POST 2.2 Users Guide

    2. From the Series Style Optionsmenu, in the Series Stylesection click on the desired

    style:

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    3. To create a custom style, click on Custom Style and enter the desiredspecifications.

    For details on the available style options, seeStyleson page20.

    To change the series color

    1. Click the Series Stylebutton.

    2. From the Series Style Optionsmenu, in the Series Colorsection click on the desired

    color.

    Working with Plots

    3. To choose a custom color, click on More Colors, and select a color from the palette

    or define your own color.

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    To change other series properties

    1. Click the Series Stylebutton.

    2. From the Series Style Optionsmenu, select the following as desired. Note that alloptions are not available for every plot.

    Show Lines: Displays lines on the plot.

    Show Symbols: Displays symbols on the plot.

    Show Surface: Triangulates the unique x-y points to render the surface inthe z-direction. For best results, use this option on studies with only twovariables.

    Show Edges: When the surface is shown, this option outlines the edges ofeach facet used to render the surface.

    Show Contours: Displays contour lines for the surface data. If the surface is

    shown, the contour lines are drawn on the XY plane.

    Plot on secondary Y-axis: Plots the selected series on the secondary Y-axis.

    Changing the plot range

    Options for changing the plot range can be found on theAxesribbon for certain plots:

    Note: Changing the plot range only changes the displayed data. It does not change thedesign set.

    Normalizing the axes

    When your plot contains more than one series, it may be necessary to normalize the plotted

    data, if the data in the series differ in order of magnitude. The normalizing is performed bylinearly scaling the values from the original data range to the new range you specify.

    HEEDS POST 2.2 Users Guide

    Normalization is automatically enabled when different data are displayed on the same axis

    and it is automatically disabled when unique data are displayed. You can use the Normalize

    options to override the automatic settings.

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    options to override the automatic settings.

    To normalize the plot data

    In the Normalizegroup of theAxesribbon, check the box next to each axis you want to

    normalize:

    Defining the axis range

    The default axis range will be from 0 to 1.

    To a define the axis range

    1. In the Define Rangegroup of theAxesribbon, check the box next to the axis:

    2. Enter the Minimumand Maximumvalues for the range.

    You can also use the zoom and pan features on a plot to adjust these values toreflect the displayed range of data on each axis. These controls are useful to fine-tune the display or to toggle between zoomed and fit views.

    Scaling the series

    In some instances, you may wish to use different ranges for normalizing each series on the

    plot. Consider the following example to understand when you may want to use this feature.

    Working with Plots

    You have one series that plots the data for variable 1 for the first 100 designs in the study.

    The second series plots variable 2 for the first 10 designs of the study. If you normalize both

    series with the same scale on the X-axis, the second series will be stretched and the designs

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    , g

    wont line up between the two series. In this case, if you scale the first series between 0 and1 and the second between 0 and 0.1, then the designs will align properly.

    When defining this data, only the data fields for the axes that have been selected for

    normalization will be active. Just specify the minimum and maximum values you want to use

    for each series.

    To scale the series

    1. In the Scalegroup of theAxesribbon, select a series name from the list.

    2. Enter the desired minimum and maximum values for that series:

    Note: Only those axes you chose to normalize will be available for scaling here.

    A brief introduction to design sets

    A Design Setis a group of specific designs collected together for the purposes of plotting or

    conducting further analysis on the study data. This definition is important because many of

    the plots you create reference a Design Set. HEEDS POST automatically creates some

    default design sets for you. The sets created depend on the type of your study.

    Note: Default design sets cannot be edited.

    While you are experimenting with creating plots, you may want to choose one of these

    default sets to reference for your plots. When you are ready to create your own custom

    Design Sets, seeCreating Custom Design Setson page178 for detailed instructions.

    5. Creating and Customizing Plots

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    HEEDS POST automatically creates several default plots for your study. The plots createdby default will depend on the type of study. In addition to these default plots, you can create

    as many customized plots as youd like.

    Creating new plots

    There are two ways to create a new plot:

    If youre not sure which plot type you want, use the Create New Plot Wizard.

    If you know which kind of plot you want to create, click on the specific createbutton

    for that plot type.

    To create a plot using the Create New Plot Wizard

    1. On the Home ribbon, click the Create Plotbutton:

    The Create New Plot Wizarddialog appears.

    Creating and Customizing Plots

    Note that there are four categories of plots (General, Optimization, DOE, and UserPlots). Click on a category to see the available plot types in that category.

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    2. Select the desired plot type. The wizard will display a sample plot and shortdescription of the plot type.

    3. Click Next.

    4. Continue with the wizard using the details outlined later in this chapter for eachplot type.

    HEEDS POST 2.2 Users Guide

    Plots for all study types

    You can create the following plots for all study types (optimization, DOE and robustness and

    reliability):

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    reliability):

    History plots

    2D Relation plots

    3D Relation plots

    2D Bubble plots

    Parallel plots

    Design Tables Probability Distribution plots

    Model View plots

    Curve Fit plots

    History plots

    A Historyplot allows you to view how a variable or response changed as the studyprogressed. You can also view the history of multiple variables or responses on the same

    plot. This allows you to identify any relationship between the variation of a variable and the

    value of a response. Additionally, you can use a Historyplot to:

    Compare how a variable or response changed in two different studies.

    Compare the values of a variable or response for feasible and infeasible designs.

    Identify correlations between different variables for specific parts of the design

    space.

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    To create a History plot

    1. In the General Plotsgroup of the Homeribbon, click the Historyplot button:

    2. In the History Plotdialog that appears, click on the Design Setdropdown.

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    3. Select the set that the plot will reference (the default isAll Designs):

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    4. Select the variables and/or responses that you wish to include in the plot:

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    Note: To easily select all of the parameters, check the box next to Avai lab leparameters.

    5. Click the Finishbutton. The new plot will appear in the Tree Viewand will bedisplayed in the Viewwindow:

    HEEDS POST 2.2 Users Guide

    Changing His tory p lo t prop er t ies

    For information on changing plot properties, such as background color and gridlines, see

    Changing the style of a ploton page49.

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    Add ing, remo ving and edi t ing ser ies

    Options for adding, removing and modifying series are located in the Plot Datagroup of the

    Plotribbon.

    To add a series to the plot

    1. In the Plot Datagroup of the Plotribbon, click the Addbutton:

    TheAdd Series to Plotdialog appears:

    2. From theY:dropdown, select the data for the series you wish to plot on the Y-axis:

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    3. Select a different Design Set, if desired.

    4. Change the Labelfor the series, if desired.

    5. Select the Do not ask again (reset in Options)checkbox to automatically use theselected data when creating future series, instead of displaying this dialog box. Formore information on this option, see thePlots section inOptionson page13.

    To remove a series from the plot:

    1. Select the series.

    2. Click the Remove button:

    Note: If you accidentally remove a series from the plot, simply add it back again byclicking the Addbutton and selecting the data for the series.

    To change the series order

    1. In the Plot Datagroup of the Plotribbon, click the series you want to move.

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    2. Click the Upor Downbuttons to move it in the list:

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    The selected series is moved.

    To modify data options

    1. In the Series Datagroup of the Plotribbon, you can modify theY axis or Design Set

    of the selected series by clicking on the respective dropdown and making a different

    choice:

    2. Select Show best design historyto draw a line between points on the plot that

    show the progress of the best design from baseline to final.

    Adju st ing ser ies sty le opt ion s

    For information on changing series properties, such as style and color, seeChanging the

    style of a ploton page49.

    Creating and Customizing Plots

    Changing the plo t range

    For details on changing the plot range, such as normalizing the axes, defining the axis

    range, and scaling the series, seeChanging the plot rangeon page55.

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    2D Relation plots

    Using a 2D Relation(scatter) plot, you can plot one variable or response against any other

    within a design set. This allows you to view the relationship and trade-offs between the two

    entities and compare those relationships in different parts of the design space.

    To create a 2D Relation plot

    1. In the General Plotsgroup of the Homeribbon, click the 2D Relationplot button:

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    2. In the 2D Relation Plotdialog that appears, click on the Design Setdropdown,and select the set that the plot will reference (the default is All Designs):

    3. Select one variable or response for the X-Axis Parameter:

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    4. Select the variables and/or responses that you wish to include on theY-Axisin theplot:

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    5. Click the Finishbutton. The new plot will appear in the Tree Viewand will bedisplayed in the ViewWindow:

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    Changing 2D Relation plo t p roper t iesFor information on changing plot properties, such as background color and gridlines, see

    Changing the style of a ploton page49.

    Add ing, remo ving and edi t ing ser ies

    The 2D Relationseries properties are located in the Plot Datagroup of the Plotribbon.

    To add a series to the plot

    1. In the Plot Datagroup of the Plotribbon, click the Addbutton:

    2. TheAdd Series to Plotdialog appears:

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    3. From the Xdropdown, select the variable or response that you wish to plot on theX-axis for this new series.

    4. FromYdropdown, select the variable or response that you wish to plot on the Y-axis for this new series.

    5. Select a different Design Set, if desired.

    6. Change the Labelfor the series, if desired.

    7. Select the Do not ask again (reset in Options)checkbox to automatically use theselected data when creating future series, instead of displaying this dialog box. Formore information on this option, see thePlots section inOptionson page13.

    To remove a series from the plot:

    1. Select the series.2. Click Remove:

    Note: If you accidentally remove a series from the plot, simply add it back again byclicking the Addbutton and selecting the data for the series.

    To change the series order

    1. In the Plot Datagroup of the Plotribbon, click the series you want to move.

    Creating and Customizing Plots

    2. Click the Upor Downbuttons to move it in the list:

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    The selected series is moved.

    To modify data options

    In the Series Datagroup of the Plotribbon, you can modify the Xaxis,Y axis, or Design Setof the selected series:

    Adjusting series style options

    For information on changing series properties, such as style and color, seeChanging the

    style of a serieson page53.

    Changing the plo t range

    For details on changing the plot range, such as normalizing the axes, defining the axis

    range, and scaling the series, seeChanging the plot rangeon page55.

    HEEDS POST 2.2 Users Guide

    3D Relation plots

    A 3D Relationplot displays the relationship among three parameters. It plots the values of

    any three variables or responses to analyze the relationship between the three items.

    Multiple items can be added to the same plot. If any of the parameters is a constraint, ai t t l i d t i di t th t i t li it

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    semi-transparent plane is drawn to indicate the constraint limit.

    To create a 3D Relation plot

    1. In the General Plotsgroup of the Homeribbon, click the 3D Relationbutton:

    2. In the 3D Relation Plotdialog that appears, click on the Design Setdropdown, andselect the set that the plot will reference (the default is All Designs):

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    3. Select one X-Axis Parameterand oneY-Axis Parameter:

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    4. Select one or more variables or responses to plot on the Z-Axis:

    Creating and Customizing Plots

    5. Click the Finishbutton. The new plot will appear in the Tree Viewand will bedisplayed in the ViewWindow.

    Changing 3D Relation Plot pro per t ies

    For information on changing plot properties, such as background color and gridlines, see

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    o o at o o c a g g p ot p ope t es, suc as bac g ou d co o a d g d es, see

    Changing the style of a ploton page49.

    Add ing, remo ving and edi t ing ser ies

    The 3D Relation plot series properties are located in the Plot Datagroup of the Plotribbon.

    To add a series to the plot

    1. In the Plot Datagroup of the Plotribbon, click the Addbutton:

    TheAdd Series to Plotdialog appears:

    2. Select different X,Y, or Zparameters, if desired.

    3. Select a different Design Set, if desired.

    4. Change the Labelfor the series, if desired.

    HEEDS POST 2.2 Users Guide

    5. Select the Do not ask again (reset in Options)checkbox to automatically use the

    selected data when creating future series, instead of displaying this dialog box. Formore information on this option, see thePlots section inOptionson page13.

    To remove a series from the plot

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    1. Select the series.

    2. Click Remove.

    To change the series order

    1. In the Plot Datagroup of the Plotribbon, click the series you want to move.2. Click the Upor Downbuttons to move it in the list:

    The selected series is moved.

    To modify data options

    In the Series Datagroup of the Plotribbon, you can modify the X,Y, orZ parameters and

    the Design Set for the selected series:

    Creating and Customizing Plots

    Adjusting series style options

    For information on changing series properties, such as style and color, seeChanging the

    style of a serieson page53.

    Changing the plo t range

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    Changing the plo t range

    For details on changing the plot range, such as normalizing the axes, defining the axis

    range, and scaling the series, seeChanging the plot rangeon page55.

    2D Bubble plots

    A 2D Bubble plot displays the relationship among three parameters using symbol size. It is a

    3D relation plot displayed in a 2D view, where the third dimension is represented by the size

    of the symbol. With this plot, you are essentially looking down on a 3D view, where the larger

    values are closer to you and, therefore, appear larger. You can add a fourth dimension to the

    plot as a color in the Series Datasection of the plot.

    To create a 2D Bubble plot

    1. In the General Plotsgroup of the Homeribbon, click the 2D Bubblebutton:

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    2. In the 2D Bubble Plotdialog that appears, click on the Design Setdropdown, andselect the set that the plot will reference (the default is All Designs):

    3. Select both an X-Axis Parameterand aY-Axis Parameter:

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    5. Click the Finishbutton. The new plot will appear in the Tree Viewand will bedisplayed in the ViewWindow.

    Changing 2D Bubble plo t prop er t ies

    For information on changing plot properties, such as background color and gridlines, seeChanging the style of a ploton page49.

    Add ing, remo ving and edi t ing ser ies

    The 2D Bubble plotseries properties are located in the Plot Datagroup of the Plotribbon.

    Creating and Customizing Plots

    To add a series to the plot

    1. In the Plot Datagroup of the Plotribbon, click the Addbutton:

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    TheAdd Series to Plotdialog appears:

    2. From the Xdropdown, select the variable or response that you wish to plot on theX-axis for this new series.

    3. FromYdropdown, select the variable or response that you wish to plot on the Y-axis for this new series.

    4. From the Sizedropdown, select the variables/or response to define the symbolsize in the plot.

    5. If you want to use color as a fourth dimension on the plot, select the variable orresponse to define what entity should be represented with a color on the plot.

    6. Select a different Design Set from the dropdown, if desired.

    7. Change the Labelfor the series, if desired.

    8. Select the Do not ask again (reset in Options)checkbox to automatically use the

    selected data when creating future series, instead of displaying this dialog box. For

    more information on this option, see thePlots section inOptionson page13.

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    To remove a series from the plot:

    1. Select the series.

    2. Click the Removebutton:

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    Note: If you accidentally remove a series from the plot, simply add it back again byclicking the Addbutton and selecting the data for the series.

    To modify data options

    In the Series Datagroup of the Plotribbon, you can modify the Xaxis,Y axis, Size, Design

    Setor Colorof the selected series:

    Adjusting series style options

    For information on changing series properties, such as style and color, seeChanging the

    style of a serieson page53.

    Changing th e plo t range

    For details on changing the plot range, such as normalizing the axes, defining the axis

    range, and scaling the series, seeChanging the plot rangeon page55.

    Parallel plots

    A Parallelplot gives you a high-level, graphical view of the relationships between multiple

    variables and responses at the same time. This allows you to identify the common aspects

    Creating and Customizing Plots

    of good, bad, or error designs. You can also use a Parallelplot to identify local minima or

    compare the design aspects of different sets of designs.

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    To create a Parallel plot

    1. In the General Plotsgroup of the Homeribbon, click the Parallelbutton:

    2. In the Parallel Plotdialog that appears, click on the Design Setdropdown, andselect the set that the plot will reference (the default is All Designs):

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    3. Select the variables and/or responses that you wish to include in the plot:

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    4. Click the Finishbutton. The new plot will appear in the Tree Viewand will bedisplayed in the ViewWindow.

    Changing Para lle l p lo t p roper t ies

    For information on changing plot properties, such as background color and gridlines, see

    Changing the style of a ploton page49.

    Add ing, remo ving and edi t ing ser ies

    The Parallel plot series properties are located in the Plot Datagroup of the Plotribbon.

    To add a series to the plot

    1. In the Plot Datagroup of the Plotribbon, click the Addbutton:

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    2 The Add Series to Plot dialog appears:

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    2. TheAdd Series to Plotdialog appears:

    3. Select a different Design Set, if desired.

    4. Change the Labelfor the series, if desired.

    5. Click OK.

    6. Select the Do not ask again (reset in Options)checkbox to automatically use theselected data when creating future series, instead of displaying this dialog box. Formore information on this option, see thePlots section inOptionson page13.

    To remove a series from the plot:1. Select the series.

    2. Click Remove:

    Note: You cannot change the variables plotted on a Parallel plot for each series. Thesame variables are used to plot all series on the same plot.

    Creating and Customizing Plots

    To change the series order

    1. In the Plot Datagroup of the Plotribbon, click the series you want to move.

    2. Click the Upor Downbuttons to move it in the list:

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    The selected series is moved.

    To modify data options

    In the Series Datagroup of the Plotribbon, you can modify the Design Setof the selected

    series and select filter options:

    Filtering designs

    Click on the Filtertool to control the filter options. The options in the Filtersection allow youto filter out some of the designs being displayed on the plot. The designs that get filtered out

    are plotted in a light grey faded color. This is useful when you are exploring the data on the

    plot and want to focus on a specific region of the design space without having to create a

    new design set. Once you have identified a subset of the designs via filtering that you like,

    you can create a design set from the active or inactive (filtered out) designs.

    HEEDS POST 2.2 Users Guide

    This area also allows you to plot only a subset of the variables or responses you selected

    originally when you created the Parallel plot. This allows you to focus on a subset of the plot

    data as you learn more about the data by reviewing the information on the plot. A variable or

    response can be turned off by unselecting the checkbox next to it. Only the variables or

    responses with the checkboxes active are shown on the plot.

    The filtering is performed by specifying the minimum and maximum values for the

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    g p y p y g

    variables/responses you wish to use.

    Note: Filtering does not change the scale of the variables on the plot. To change thescale, you will need to use the design set.

    Moving and up dat ing i tems in th e Fi l ter l is t

    The options to the right of the Filterlist allow you to move the list items and update the

    location of the variables or responses on the plot. This is useful when you want to identify

    any correlation between two variables or responses. This data is much easier to see when

    the variables or responses being compared are next to each other on the plot.

    Creating and Customizing Plots

    Option Description

    Moves the selected item to the top of the list.

    Moves the selected item up one line in the list.

    Moves the selected item down one line in the list.

    Moves the selected item to the bottom of the list.

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    Resets the values to their original settings.

    Creating a Design Set from active or inactive designs

    Once you have identified a subset of the designs via filtering that you like, you can create a

    design set from the active or inactive (filtered out) designs.

    The Create Design Set dropdown options enable you to quickly create a Design Setusing

    either the active or inactive designs specified by the Filterlist.

    Option Description

    Create from activeCreates a new Design Setconsisting of the active designs includedby the Min and Max values in the filter list.

    Create from inactiveCreates a new Design Setconsisting of the inactive designs excludedby the Min and Max values in the filter list.

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    Adjusting series style options

    For information on changing series properties, such as style and color, seeChanging the

    style of a serieson page53.

    Design Tables

    A Design Tableallows you to create a tabular view of the design data that can include

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    Design ID, Design Flag, Design Source, Design Rank, and values for any of the variables

    and responses you choose to display when you create the table.

    Using a Design Table, you can quickly look at the values of all variables and responses for a

    design. The table can be sorted with respect to any attribute listed.

    To create a Design Table1. In the General Plotsgroup of the Homeribbon, click the Design Tablebutton:

    Creating and Customizing Plots

    2. In the Design Tabledialog that appears, click on the Design Setdropdown, and

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    select the set that the plot will reference (the default is All Designs):

    3. Select the variables and/or responses that you wish to include in the table:

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    4. Click the Finishbutton. The new table will appear in the Tree Viewand will bedisplayed in the View Window.

    Changing Design Table pro per t ies

    The Design Tableproperties are located in the Plot Data group of thePlot ribbon:

    To include additional optional data in the table

    Select the checkbox next to each type of data you would like to optionally include in the

    Design Table: Design ID, Design Flag, Design Sourceand/or Design Rank.

    Creating and Customizing Plots

    Edi t ing ser ies

    The Design Tableseries properties are located in the Plot Datagroup of the Plotribbon. The

    Design Tabledoes not support multiple series. It can only show designs from one design

    set.

    Note: For Data Tables, the Addand Removebuttons options are not available.

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