Color coded date markers can be used to annotate the QC plots with information about the timing of various changes. The annotation key for the plot shown in the screencap above shows colored Xs noting the time there was a change in instrumentation, reagent, etc. Hovering over an annotation pops up a tooltip showing information about when the annotation event occurred, the description of the event, and who added it.
Select the Annotations tab to define and use annotations.
To enter a new annotation, use the Insert New button in the Annotations section (not the Annotation Type section). Select the type of event (such as Technician Change), enter a description to show in hover text ("Jane Doe joined the team.", and enter the date on which it occurred. Dates that include a time of day should be of the form "2013-8-21 7:00". Return to the Panorama Dashboard tab to view the plots with your new annotation applied.
The annotation symbol is placed on the x-axis above the tick mark for the date on which the event occurred. If there are multiple tickmarks for that date, the annotation will appear above the leftmost one. If an annotation occurred on a date for which there is no other data, a new tickmark will be added for that date.
If you wish to add new categories of annotations, use the Insert New button in the Annotation Types section. Each type has a name, description, and color to use. There are three built-in categories which are shared by all Panorama folders on the server. You may change them or the colors they use, but be aware that other projects may be impacted by your changes. Annotation Types defined in the "Shared" project are available throughout the server. Types defined at the project level are available in all subfolders.
Guide sets give you control over which data points are used to establish the expected range of values in a QC plot. Instead of calculating the expected ranges based on all data points in the view, you can specify guide sets based on a subset of data points.
You create a guide set by specifying two dates:
Standard deviations are shown as colored bars: green for +/-1, blue for +/-2, and red for +/-3 standard deviations from the mean. The expected range calculated by a training period is applied to all future data points, until a new training period is started.
Data points for a given guide set share a similar shape (circle, square, triangle, etc.). A different shape is introduced when a new guide is started.
The training periods are shown with a grey background -- hover over the grey area to see detailed information about the guide set.
You can create guide sets directly from the QC plot. To add a new guide set, click Create Guide Set, drag to select an area directly on the graph, and click the Create button that appears over the selected area. (Or click Cancel to redraw the quide set.) Note: a warning will be given if fewer than 5 data points are selected. You cannot create overlapping guide sets. If you need to delete a guide set, see details below. Alternatively, you can create guide sets by entering the start and end dates manually: click the Guide Sets tab and click Insert New to manually enter a new guide set. (Note that only users granted the Editor role or greater can create guide sets from either of these two methods.)
To edit or delete guide sets, click the tab Guide Set. Click Edit next to a guide set that has already been created. To delete, place a checkmark next to the target guide set and click the Delete button.
Pareto plots combine a bar plot and a line plot, and are used to quickly identify which metrics are most indicative of a quality control problem. Each bar in the plot represents a metric (see metric code below). The line shows the cumulative outliers by percentage, where outliers are defined as the number of instances where each metric falls outside of the +/- 3 standard deviation range. There is a separate plot for each guide set, which combines results for all peptides.
Other items to note in Pareto plots:
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