Heeds User Guide
Heeds User Guide
Heeds User Guide
Contents
1. Welcome to HEEDS POST
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HEEDS POST 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:
When its time to share your insights, you can export plots and data from HEEDS POST for
presentations and reports.
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HEEDS POST runs on Microsoft Windows 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 minimum requirements for Windows or Linux installation.
Windows Installation
Component
Requirements
Operating system
Processor
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
Linux Installation
Component
Requirements
Operating system
Packages
Processor
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
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Quick Access
Icon
Description
Click to access a menu that allows you to restore, minimize or maximize the
interface, and exit POST:
Status Bar
The Status Bar in the lower left-hand corner of the interface provides additional information
about 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 Log provides 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 Log are 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 File tab give access to standard File menu commands, recent projects
and recent locations, program options, and help resources.
Commands
The following standard File menu commands are available on the File tab:
Option
Description
New
Open
Save
Save As
Close
Exit
Info
Select Info to view a diagram illustrating how to post-process a HEEDS MDO design study
using HEEDS POST.
Recent
Select Recent to quickly access recently opened projects or to navigate to recently visited
locations.
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Options
Click Options to access and change program-wide options, such as general program
behavior, and plot behavior, style, color and font. To access these options from any location
in the program, press F4.
General
The options in the General group 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
Enable this option to place a list of the four most recent files directly on
the File tab for easy access.
When this option is enabled, parent items in the Tree View (i.e.,
folders) will automatically expand to show any items you have just
created.
Disable it if you want parent items to remain collapsed when new
items are created.
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Option
Description
With this option enabled, the splash screen will be displayed when the
application launches. Disable it if you do not want the splash screen
displayed.
When checked, help content will be accessed from the internet, rather
than from the local installation.
Text editor
Defines the text editor to use when displaying text files, such as the
message file on the Run tab. If no text editor is defined, HEEDS MDO
attempts to use the default text editor configured with your operating
system.
Text files
Defines the file extensions to be used in the text editor when you
select Open from the right-click menu of an analysis file.
Plots
In the Plots area of the Options tab, 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
Enable this if you want all of your plots with multiple series to
be normalized by default. You can always disable this option
for a specific plot on the Axes ribbon for that plot.
Changes to this setting will apply when a series is added to or
removed from a plot and when series data is modified.
Select the desired number of major tick marks for all plot axes.
To do this, use the spin control to adjust the number of tick
marks, or click and drag the slider.
Select the desired number of minor tick marks for all plot axes.
To do this, use the spin control to adjust the number of tick
marks, or click and drag the slider.
Use this option to tell the Auto Refresh tool how many seconds
to wait before checking for new study data (when a study is in
progress).
Changes to this option will take effect when the Auto Refresh
tool is toggled.
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Option
Description
Instantaneous
Enable this if you would like the zoom and pan movement to happen
instantaneously.
Gradual
Enable this if you would like the zoom and pan movement to happen
gradually.
Option
Description
Enable this option to plot the line for the best designs
using the design set assigned to the series.
Enable this option to plot the line for the best designs
using the All Designs set.
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Option
Description
Inactive designs
Inactive designs are those that have been filtered out by your Min/Max values. This
option determines how those inactive (filtered out) designs will appear in your
Parallel plots:
Draw in grey If this option is selected, inactive designs will appear as grey lines
on the Parallel plot.
Hide If this option is selected, inactive designs will not be shown on your Parallel
plots at all.
Initial quality
High-quality Parallel plots can take a long time to draw if there are a large number
of designs or parameters. This option determines the quality with which Parallel
plots are initially drawn.
Quick Draws the plot faster, with lower-quality display.
High quality Draws 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 are
many designs or parameters.
On Linux, Parallel plots are always drawn with high quality, and this option is not
available.
Transparency of
plot 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.
Option
Description
Select this option to scale the vertical axis to fit the range
of data being plotted.
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Option
Description
Use this option to adjust the maximum symbol size in Bubble and
Pareto Front plots. Select the desired size using the arrows on the
spin control or by clicking and dragging the slider.
Adjust symbol
transparency with size
Option
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Description
Enable this option to use estimated range
values calculated by HEEDS for the z-axis
range when the plot is initially created. If this
option is not selected, the z-axis range will fit the
plotted data.
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Option
Description
Best design
Select the desired color for the best design from the dropdown.
To reset to the default color, select Automatic from the dropdown.
Baseline design
Select the desired color for the baseline design from the dropdown.
To reset to the default color, select Automatic from the dropdown.
Option
Description
Feasible
Allows you to change the pie chart color for Feasible designs.
Select the desired color from the dropdown.
To reset to the default color, select Automatic from the dropdown.
Infeasible
Allows you to change the pie chart color for Infeasible designs.
Select the desired color from the dropdown.
To reset to the default color, select Automatic from the dropdown.
Success
Allows you to change the pie chart color for Success designs.
Select the desired color from the dropdown.
To reset to the default color, select Automatic from the dropdown.
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Option
Error
Description
Allows you to change the pie chart color for Error designs.
Select the desired color from the dropdown.
To reset to the default color, select Automatic from the dropdown.
Styles
In the Styles area of the Options tab, 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
n/a
Displays the existing built-in and custom styles. The styles are
applied to your series in the order listed. We recommend giving the
styles meaningful names, and then arranging them in the desired
order.
To rename a style, press the F2 key or provide a second mouse
click of a selected item. Enter the new name and press Enter to
accept it.
n/a
Allows you to change the color of the selected style. Click the
dropdown and select the desired color.
n/a
n/a
Allows you to change the line style. Click the dropdown, and select
the desired style.
n/a
n/a
Allows you to change the symbol type for a style. Click the
dropdown and select the desired style.
n/a
Allows you to adjust the symbol size. To change the symbol size,
use the spinner control, or click and drag the slider.
Style List
Color
Transparency
Lines
Line Size
Symbols
Symbol Size
Description
Surface
Contours
For a 2D plot, the contours are always drawn in a solid black color
when the surface is also displayed. The contour lines are drawn in a
solid color.
Solid The contour lines are drawn in a solid color.
Shaded The contour lines are drawn in shades of the selected
color. The selected color is used at the lowest z data value and
gradually changes to white for the highest z data value.
Mapped The contour lines are drawn using a color map of bluecyan-green-red from lowest to highest z data values.
Adds a new style to the bottom of the list. By default, all new styles
will be initialized with the currently selected style.
Remove the
current style
Removes the selected style from the list. This option only works for
the custom styles youve created. Built-in styles cannot be removed.
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Option
Symbol
Description
Restores the default settings for the selected built-in style. This
option does not apply to custom styles.
Move style
up/Move style
down
Moves the selected style up or down in the list. If you have not
renamed a style, the style number will change to match its position
in the list. We recommend giving your styles meaningful names, and
then 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 the
default 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 Bold and/or Italic font 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 Help tab give you access to the documentation, product Web site, and
support. Youll also find information about the license, software version, build and copyright
here.
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You will be prompted to save any open projects before exiting. Choose the desired option:
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Or, from the Quick Access toolbar, click the New button:
The Home tab will be displayed, and Untitled project will appear in the Tree View:
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Note: If you wish to name the project at this time, Save it.
Alternatively, you can right-click on the untitled project, and select Import Study
from the context menu:
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Upon import, HEEDS POST automatically creates the most commonly used Design
Sets and Plots for that study type. These are listed in the Tree View:
Of course, you can create any additional custom Plots and Design Sets that you
desire. For more information, see Creating and Customizing Plots on page 58 and
Creating Custom Design Sets on page 178.
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 File tab or
the Quick Access toolbar using the Open option.
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 File tab, and click Open:
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To import a study
1. Click on the Home ribbon.
2. In the Tree View, select the project that you want to import the study into (if you
have multiple projects open).
3. Click the Import Study button:
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 Now link in the Study
Details. Clicking this link has the same effect as clicking the Refresh Study Data button.
Note: You can also right-click the name of the study in the Tree View and select Refresh
Study Data from the menu.
Auto Refresh
The Auto Refresh option will automatically refresh the study data for an in-process study
every 10 seconds. To enable this feature, click the Auto Refresh button on the Home
ribbon:
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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
Green
DOE - Shows the number of Success designs.
Red
Yellow
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. For
instructions, see Pie chart color options on page 19.
Study Details
Located below the pie chart, the Study Details summarize important information about the
study as it was run in HEEDS MDO.
Data Table
Variable and response data can be found in the data table to the right of the pie chart. The
Min and Max columns 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 Min and Max values specified during the optimization setup. The Best
Value column 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.
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A dialog will appear prompting you to navigate to the folder that contains the study
results.
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Note: All of the custom plots and design sets you created for that study will also be
permanently deleted.
To delete a study
1. In the Tree View, right-click on the name of the study you wish to delete.
2. Select Delete from the menu:
A dialog will appear prompting you to confirm that you wish to delete the study:
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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 project until you save it. This gives you the flexibility to open and
examine 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 Bar will be appended with
an asterisk:
If you try to exit or close an unsaved project, HEEDS POST will ask whether you wish to
save the project first.
To save a project
1. Select the project name in the Tree View.
2. On the Quick Access toolbar, click the Save button:
3. Alternatively, click the File tab, and select the Save option:
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Closing a project
If you wish to close the current project without exiting HEEDS POST, you can do so using
the Close option.
To close a project
1. Select the project name in the Tree View.
2. On the File tab, click Close:
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You will be prompted to save the project before closing. Choose the desired option:
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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, variable
interaction 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.
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Panning
Panning 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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To reset a plot
To reset a plot to the default view, do any of the following:
In the Tools group of the Plot ribbon, click the Reset Plot button:
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Left-click and drag a select box around the points, and then release:
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Available for
Option
Description
Best Design
Single-objective optimization
studies
Baseline
Note: The color for these designs can be changed in the Options tab. Go to File tab >
Options tab > Plots > Highlight colors to make the change.
Right-click on the plot title in the Tree View, and select Copy Plot Image.
In the Tools group of the Plot ribbon, click the Export Data button and
select Copy Plot Image.
2. Once the image is on your clipboard, paste it into the desired document,
presentation, or image-editing program.
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2. Once the data is on your clipboard, paste it into the desired document or
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.
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 and
select Save Plot Image.
2. In the Save As dialog that appears, navigate to the location where you want to
save 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 the
Save as type dropdown, and select JPEG Files:
4. Click Save.
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4. The file will be saved as a .csv by default. If you would rather have a .txt, click the
Save as type dropdown, and select Text Files (*.txt).
5. Click Save.
Deleting plots
Important: If you delete a plot, it will be deleted from the entire project, not just from the
View Window.
Alternatively, right-click on the name of the plot in the Tree View, and select
Delete:
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2. A dialog will appear asking you to confirm that you want to delete the plot from the
project:
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Renaming plots
To name a plot
1. Right-click the plot in the Tree View and select Rename:
Alternatively, press the F2 key 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.
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2. From the Plot Style Options menu, click on the desired background color. To
choose a custom color, click on More Colors, and select a color from the palette.
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3. Select the desired location for the legend. To hide the plots legend, select Hide.
1. In the Plot Data group of the Plot ribbon, click the Plot Style button.
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Description
Draws the plot faster, with lower quality display.
Draws the plot with higher quality, which may result in a longer wait
time 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 Data group of the Plot ribbon, click the Plot Style button.
2. From the Plot Style Options menu, click Show annotations:
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2. From the Series Style Options menu, in the Series Style section click on the desired
style:
3. To create a custom style, click on Custom Style and enter the desired
specifications.
For details on the available style options, see Styles on page 20.
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3. To choose a custom color, click on More Colors, and select a color from the palette
or define your own color.
Show Surface: Triangulates the unique x-y points to render the surface in
the z-direction. For best results, use this option on studies with only two
variables.
Show Edges: When the surface is shown, this option outlines the edges of
each 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 Yaxis.
Note: Changing the plot range only changes the displayed data. It does not change the
design set.
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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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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
wont line up between the two series. In this case, if you scale the first series between 0 and
1 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.
Note: Only those axes you chose to normalize will be available for scaling here.
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, see Creating Custom Design Sets on page 178 for detailed instructions.
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Note that there are four categories of plots (General, Optimization, DOE, and User
Plots). Click on a category to see the available plot types in that category.
2. Select the desired plot type. The wizard will display a sample plot and short
description of the plot type.
3. Click Next.
4. Continue with the wizard using the details outlined later in this chapter for each
plot type.
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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 History plot allows you to view how a variable or response changed as the study
progressed. 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 History plot 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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2. In the History Plot dialog that appears, click on the Design Set dropdown.
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3. Select the set that the plot will reference (the default is All Designs):
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 Available
parameters.
5. Click the Finish button. The new plot will appear in the Tree View and will be
displayed in the View window:
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2. From the Y: dropdown, select the data for the series you wish to plot on the Y-axis:
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Note: If you accidentally remove a series from the plot, simply add it back again by
clicking the Add button and selecting the data for the series.
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2. Select Show best design history to draw a line between points on the plot that
show the progress of the best design from baseline to final.
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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.
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2. In the 2D Relation Plot dialog that appears, click on the Design Set dropdown,
and select the set that the plot will reference (the default is All Designs):
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4. Select the variables and/or responses that you wish to include on the Y-Axis in the
plot:
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5. Click the Finish button. The new plot will appear in the Tree View and will be
displayed in the View Window:
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3. From the X dropdown, select the variable or response that you wish to plot on the
X-axis for this new series.
4. From Y dropdown, select the variable or response that you wish to plot on the Yaxis for this new series.
5. Select a different Design Set, if desired.
6. Change the Label for the series, if desired.
7. 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 the Plots section in Options on page 13.
Note: If you accidentally remove a series from the plot, simply add it back again by
clicking the Add button and selecting the data for the series.
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3D Relation plots
A 3D Relation plot 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, a
semi-transparent plane is drawn to indicate the constraint limit.
2. In the 3D Relation Plot dialog that appears, click on the Design Set dropdown, and
select the set that the plot will reference (the default is All Designs):
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5. Click the Finish button. The new plot will appear in the Tree View and will be
displayed in the View Window.
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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. For
more information on this option, see the Plots section in Options on page 13.
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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 Data section of the plot.
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2. In the 2D Bubble Plot dialog that appears, click on the Design Set dropdown, and
select the set that the plot will reference (the default is All Designs):
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4. Select one or more variables/or responses to define the symbol size in the plot:
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5. Click the Finish button. The new plot will appear in the Tree View and will be
displayed in the View Window.
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2. From the X dropdown, select the variable or response that you wish to plot on the
X-axis for this new series.
3. From Y dropdown, select the variable or response that you wish to plot on the Yaxis for this new series.
4. From the Size dropdown, select the variables/or response to define the symbol
size in the plot.
5. If you want to use color as a fourth dimension on the plot, select the variable or
response 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 Label for 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 the Plots section in Options on page 13.
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Note: If you accidentally remove a series from the plot, simply add it back again by
clicking the Add button and selecting the data for the series.
Parallel plots
A Parallel plot 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
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of good, bad, or error designs. You can also use a Parallel plot to identify local minima or
compare the design aspects of different sets of designs.
2. In the Parallel Plot dialog that appears, click on the Design Set dropdown, and
select 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 Finish button. The new plot will appear in the Tree View and will be
displayed in the View Window.
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Note: You cannot change the variables plotted on a Parallel plot for each series. The
same variables are used to plot all series on the same plot.
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Filtering designs
Click on the Filter tool to control the filter options. The options in the Filter section allow you
to 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.
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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
variables/responses you wish to use.
Note: Filtering does not change the scale of the variables on the plot. To change the
scale, you will need to use the design set.
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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.
Resets the values to their original settings.
Option
Create from active
Create from inactive
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Description
Creates a new Design Set consisting of the active designs included
by the Min and Max values in the filter list.
Creates a new Design Set consisting of the inactive designs excluded
by the Min and Max values in the filter list.
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Design Tables
A Design Table allows you to create a tabular view of the design data that can include
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.
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2. In the Design Table dialog that appears, click on the Design Set dropdown, and
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 Finish button. The new table will appear in the Tree View and will be
displayed in the View Window.
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Editing series
The Design Table series properties are located in the Plot Data group of the Plot ribbon. The
Design Table does not support multiple series. It can only show designs from one design
set.
Note: For Data Tables, the Add and Remove buttons options are not available.
Filtering designs
Click on the Filter tool to control the filter options. The options in the Filter section allow you
to filter out some of the designs being displayed in the table. The designs that get filtered out
are shown in a light grey faded color. This is useful when you are exploring the data 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.
This area also allows you to show only a subset of the variables or responses you selected
originally when you created the Design Table. This allows you to focus on a subset of the
data as you learn more about the data by reviewing the information in the table. 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
variables/responses you wish to use.
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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.
Resets the values to their original settings.
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The Create Design Set dropdown options enable you to quickly create a Design Set using
either the active or inactive designs specified by the Filter list.
Option
Create from active
Create from inactive
Description
Creates a new Design Set consisting of the active designs included
by the Min and Max values in the filter list.
Creates a new Design Set consisting of the inactive designs excluded
by the Min and Max values in the filter list.
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3. Paste into the desired document or program (such as Excel, PowerPoint or email).
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2. In the Probability Distribution dialog that appears, click on the Design Set
dropdown, and select the set that the plot will reference (the default is All
Designs):
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4. Click the Finish button. The new plot will appear in the Tree View and will be
displayed in the View window:
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This plot has a normal distribution curve drawn on the histogram for reference. This curve
displays what a normal distribution would look like based on the mean and the standard
deviation of the plotted data. It is not a representation of the actual distribution of the data.
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2. From the Y dropdown, select the objective you wish to plot on the Y-axis for the
series.
3. Select a different Design Set, if desired.
4. Change the Label for the series, if desired.
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. For
more information on this option, see the Plots section in Options on page 13.
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Note: If you accidentally remove a series from the plot, simply add it back again by
clicking the Add button and selecting the data for the series.
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2. In the Model View dialog that appears, click on the Design Set dropdown, and
select the set that the plot will reference (the default is All Designs):
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4. Click the Finish button. The new plot will appear in the Tree View and will be
displayed in the View window:
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Selecting a design in another plot will set the design on this plot. For example,
suppose the Model View plot is displayed in a grid with a Design Table, a History
plot, and a Parallel plot. With Synchronize toggled on, selecting a design in one of
the other plots will update the image shown in the Model View plot.
2. In the Curve Fit Plot dialog that appears, click on the Design Set dropdown, and
select the set that the plot will reference (the default is All Designs):
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4. Click the Finish button. The new plot will appear in the Tree View and will be
displayed in the View window:
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Selecting a design in another plot will set the design on this plot. For example,
suppose the Curve Fit plot is displayed in a grid with a Design Table, a History
plot, and a Parallel plot. With Synchronize toggled on, selecting a design in one of
the other plots will update the image shown in the Curve Fit plot.
Adjusting series style options
For information on changing series properties, such as style and color, see Changing the
style of a series on page 53.
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2. In the Constraint Violations dialog that appears, click on the Design Set dropdown,
and select the set that the plot will reference (the default is All Designs):
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4. Click the Finish button. The new plot will appear in the Tree View and will be
displayed in the View window:
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design set based on designs identified by each of the bars. The current series is the one
selected in the Plot Data list
The Create Design Set pulldown menu enables you to quickly create a Design Set using
either the Create from current series or Create from all series.
Option
Description
Creates a design set using only the designs included in the selected
series.
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2. In the Pareto Front Plot dialog that appears, click on the Design Set dropdown,
and select the set that the plot will reference (the default is All Designs):
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Use the spin control to select the desired cycle. Or, use the slider, as shown:
If the design set you selected for the plot filters designs based on the cycle, then the plot will
only show the designs that exist in the cycles defined by the design set. However, some
designs may exist in multiple cycles and may still appear on the plot when a cycle is selected
for the plot that is not selected on the design set.
To view more than one cycle on the same Pareto Front plot
1. In the Tree View, select the Design Set that you will be plotting.
2. In the Override group of the Design Set ribbon, in the Cycle field, enter the cycle
numbers that you wish to plot simultaneously on the Pareto Front Plot.
3. When you create the Pareto Front Plot, select this Design Set.
Note: The Cycle spin control will be disabled for this plot because you selected the cycles
to display in the Design Set settings and cannot change it here.
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Rank
Effect
Only shows the Rank 1 designs for the selected Pareto cycle.
Shows the Rank 1 and 2 designs for the selected Pareto cycle.
Shows the Ranks 1-3 designs for the selected Pareto cycle.
All
Once you select the cycle number and rank, the filtered designs will be displayed in the plot.
The plot shows a dot for each design on the Pareto front. The dots become progressively
larger as the rank increases, with Rank 1 designs represented by the smallest dots and
highest rank designs represented by the largest dots:
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You can use the Freeze Plot Range option to keep the scale the same for all cycles while
you are comparing them. To do this, follow these steps:
1. In the Plot Data group of the Plot ribbon, select All or the cycle number with the
scale you want to freeze.
2. Click the Freeze Plot Range button:
3. Select the designs you want to compare and look at them in the plot.
4. Click Reset Plot to allow the plot axes to scale automatically again:
Note: Only the designs that can be plotted on the frozen scales will be plotted.
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2. From the X dropdown, select the objective you wish to plot on the X-axis for the
series.
3. From the Y dropdown, select the objective you wish to plot on the Y-axis for the
series.
4. Select a different Design Set, if desired.
5. Change the Label for the series, if desired.
6. 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 the Plots section in Options on page 13.
7. Click OK.
Note: If you accidentally remove a series from the plot, simply add it back again by
clicking the Add button and selecting the data for the series.
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2. In the Response Surface Fit Plot dialog that appears, select a Y-Axis Parameter
from the dropdown:
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4. Click the Finish button. The new plot will appear in the Tree View and will be
displayed in the View window.
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2. Change the Fit model (Linear, Quadratic) for the series, if desired.
3. Change the Label for the series, if desired.
4. 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 the Plots section in Options on page 13.
5. Click OK.
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representing the response surface as a function of two variables. This can offer insight about
the design space for the selected data. The 2D version provides a birds eye view of the 3D
plot. The plot can display data from the quadratic, and linear fit models. The available fit
models for a given DOE depend on the complexity of the DOE. For two-level DOEs, there is
only enough information for a Linear Response Surface.
2. In the 2D Response Surface Plot dialog that appears, select an X-Axis Parameter
from the dropdown:
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Typically you will only want to select a single response, but it is possible to plot
multiple responses.
5. Select a Fit model.
6. Click the Finish button. The new plot will appear in the Tree View and will be
displayed in the View window.
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Surface If you select this option, you get a surface calculated using the
fit model selected:
Note: The mapped color display is drawn only for the first surface series in the plot.
Subsequent surface series will be drawn only with the contour lines.
Design data If you select this option, the design data points will be
shown on the plot:
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Changing the values for the factors that are plotted on the X and Y axes will move the
crosshairs to the specified location. The annotation displays the surface value. The surface
value can also be found in the tooltip when the mouse moves over the 2D plot.
The values defined in the table will apply to all surface plots in the study.
The Set from Design Id option will set all values in the table to reflect the actual values from
the selected design.
The Responses Table displays the calculated surface values for each fit model for all of the
responses in the model at the current value for the variables. As you change the variable
values, the table will update. The cell that is highlighted corresponds to the location indicated
by the point on the plot. Zooming in or out and panning the 2D plot view will recalculate the
surface for the new axis ranges. This allows you to zoom in to see more details of a portion
of the plot or to zoom out to extrapolate the surface beyond the bounds of the sample data.
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2. In the 3D Response Surface Plot dialog that appears, select an X-Axis Parameter
from the dropdown:
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Typically you will only want to select a single response, but it is possible to plot
multiple responses.
5. Select a Fit model.
6. Click the Finish button. The new plot will appear in the Tree View and will be
displayed in the View window.
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Surface If you select this option, you get a surface calculated using the
fit model selected:
Design data If you select this option, the design data points will be
shown on the plot:
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Note: The x and y axes are constant for all series in a 3D response surface plot. When
you change an axis, it is changed for all series.
Changing the values for the plotted factors will move the crosshairs to the specified location.
The annotation displays the surface value. The surface value can also be found in the tooltip
when the mouse moves over the 3D plot.
The values defined in the table will apply to all surface plots in the study.
The Set from Design Id option will set all values in the table to reflect the actual values from
the selected design.
The Responses Table displays the calculated surface values for each fit model for all of the
responses in the model at the current value for the variables. As you change the variable
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values, the table will update. The cell that is highlighted corresponds to the location indicated
by the point on the plot.
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2. In the Response Influence Plot dialog that appears, select one or more of the
available responses to plot:
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3. Click the Finish button. The new plot will appear in the Tree View and will be
displayed in the View window.
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Note: If you accidentally remove a series from the plot, simply add it back again by
clicking the Add button and selecting the data for the series.
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Description
Sorts the order of factors on the X axis according to the
current series. The factors with the largest influence will be
drawn first.
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2. In the Variable Effects dialog that appears, click on the Y-Axis Parameter
dropdown, and select the desired parameter from the list:
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4. Click the Finish button. The new plot will appear in the Tree View and will be
displayed in the View window:
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2. In the Variable Interaction dialog that appears, click on the Y-Axis Parameter
dropdown, and select the desired parameter from the list:
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4. Click the Finish button. The new plot will appear in the Tree View and will be
displayed in the View window:
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User Plots
User plots allow you to plot custom data that is not directly available from the HEEDS MDO
study results. The data being used for the plot could be static data, an equation, or data from
a file that changes with each design. This can be very useful in situations where you need to
compare the data with the results from a HEEDS MDO study. It may also be helpful when
comparing design data with data from an outside source.
You can create the following User plots:
2D Function plots
3D Function plots
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x-y table: Uses a simple scatter plot of X-Y or X-Y-Z data. This information can be
imported/copied from an outside source. You can also define which columns of
data are displayed in the plot.
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Design File from Design: In HEEDS MDO, you can define a visualization file type
as Other. This plot will then read the file for X-Y or X-Y-Z scatter data for 2D and
3D plots, respectively. You can change the Design ID similar to a model plot.
x: Enter the minimum and maximum values for the X axis as well as the number of
data points you want to plot.
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y: Enter the minimum and maximum values for the Y axis as well as the number of
data points you want to plot.
y=f(x) or z=f(x,y): Enter the equation for the function you want to plot. You can
enter it manually or click the Function editor button to open a dialog where you
can select predefined variables, responses, and functions to create your equation.
Click Apply to set the equation on the series and update the plot.
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Define Table: In the Custom Table Data dialog, add the desired X-Y values to the
table.
X column: Select which column (A, B, etc.) from your table should be used for
getting the X-axis data for this series.
Y column: Select which column (A, B, etc.) from your table should be used for
getting the Y-axis data for this series.
Z column: Select which column (A, B, etc.) from your table should be used for
getting the Z-axis data for this series.
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Filename: Select the file that should be used for getting the plot data for this
series. The files in this list are the ones that were defined in the visualization files
list of the type Other in the HEEDS MDO project setup.
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3. From the menu that displays, select the view that illustrates the layout that you
want. For this example, well choose a configuration with one plot on top and one
on the bottom (called 2 Horizontal Views):
If youre already in a Plot View, you can click on one of the view buttons in the Plot
View ribbon:
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5. For each plot area in the View, click on the Select a Plot from the list dropdown
and select the desired plot:
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You can double-click the header (title) of a plot to maximize it (i.e., display it fullscreen in the viewing area).
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If youre already in a Plot View, you can click the Create Custom View button in
the Plot View ribbon:
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Make sure the layout in the preview is exactly as you want it to be.
7. Click Finish.
Your empty, custom View will be created:
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8. For each section of the View, select the desired plot from the dropdown list, until
your View is complete:
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You can double-click the header (title) of a plot to maximize it (i.e., display it fullscreen in the viewing area).
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In addition to these default designs set, you may wish to create custom design sets for your
plots. A custom design set gives you the ability to plot only a subset of the designs from your
study based on the criteria that you specify for identifying this subset. There are numerous
situations in which you would want create custom design sets. For example, you could use a
custom design set to:
Identify all designs that have the objective value that lies within a certain range you
specify.
Identify all designs that lie within a certain percentage of the best design.
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Color
Definition
Green
Yellow
Red
If you hover over the chart, the tooltip will give you the same numbers translated into
percentages, as well.
Note: You can customize the colors used for feasible, infeasible, success and error
designs in the pie chart. To do this: File tab > Options > Plots > Pie chart colors.
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Color
Definition
Green
Yellow
Red
Black
Note: You can customize the colors used for feasible, infeasible, success and error
designs in the pie chart. For instructions, see Pie chart color options on page 19.
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With a plot selected, click the Create Design Set button in the Tools group of the
Home ribbon, This will create a generic design set that includes all of the designs
in the study.
You can also click the arrow next to the Create Design Set button to select a
predefined set of values for your design set.
The available options vary depending on the plot type to which you are adding the
Design Set.
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Option
Plot type
Description
Create from
active
Parallel
Create from
inactive
Parallel
Create from
current series
Constraint Violations
Constraint Violations
With a Design Set selected in the Tree View, click the Create Design Set button in
the Design Set ribbon.
You can also click the arrow next to the Create Design Set button to select a
predefined set of values for your design set.
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Setting up rules
Next, you will need to tell HEEDS POST which designs you want to include and exclude
from your custom set by setting up rules and/or manually including or excluding designs.
The options for creating rules to include or exclude designs from your custom set can be
found on the Design Set ribbon:
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Note: When you apply rules, only those designs that meet all of the criteria you set forth
will be included in your design set.
To exclude all Feasible, Infeasible or Error designs from a study in your design
set, remove the checkmark next to the desired classification.
Note: Notice how the Included and Excluded lists in the Design Set Summary change
immediately as you make different selections.
First, you need to indicate which values HEEDS POST should use as reference values for
the rule. To do this, select an option from the Reference values defined by dropdown:
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Value
Description
Design #
Select this option to use the values from a specific design number as
reference values. Use the spin control (or mouse wheel) to indicate
the design number.
Best Design
Select this option to use the values from the best design as reference
values.
Manual
Select this option to manually enter the values you want to use as
reference values.
Next, you need to compose the rule you want HEEDS POST to use. For example, lets say
that you want your set to include all of the designs that are inside the range that is within
5% on either side of the reference value.
You would click the Variables button and set the rule up like this:
1. Set the Range to Inside. The designs that fall inside the specified range will be
included in the design set.
If the Range is set to Outside, the designs that fall outside the specified range will
be included in the design set.
2. Set the Mode to Percent.
If the Mode is set to Value, then the values in the low and high columns become
absolute values that define the range (independent of the reference value).
3. Enter 5 in the low column (to indicate 5%).
4. Enter 5 in the high column.
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5. Select the checkbox next to the variable/response to enable the rule. Notice that
your Design Set Summary changes when the rule is applied.
Note: The Define Rules button opens the Design Set Rules dialog, which offers another
way to set up rules.
When you make selections in this group, you are making exceptions to the rules that you
established on the Rules group. That is, the options here are applied after the rules you
established and can override them.
Note: The designs defined in the Override group are added or removed from the design
set independent of the criteria defined in the Rules group. For example, designs that
would otherwise not qualify to be in the design set because of the rules defined in the
Rules group can be added here by specifying them in the Include field.
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You can enter a single cycle, several cycle numbers separated by commas (1, 2, 9), or a
range of cycle numbers (2-10).
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Index
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.heeds, 27
.hpp, 27
2
2D Bubble plots, 80
creating, 80
modifying data options, 85
2D Function plots
adding, removing and editing series, 163
creating, 163
modifying series data options, 164
2D Relation plots, 68
modifying data options, 74
2D Response Surface plots, 134
creating, 135
exploring the response surface, 140
modifying series data options, 140
3
3D Function plots
adding, removing and editing series, 163
creating, 163
modifying series data options, 164
3D Relation plots, 75
creating, 75
modifying data options, 79
3D Response Surface plots, 141
creating, 142
exploring the response surface, 147
modifying series data options, 146
A
Annotations in plots, 53
190
Auto Refresh, 32
C
Closing a project, 38
Constraint plot options, 17
Constraint Violations plots, 115
creating, 116
modifying data options, 120
Copy Plot Image, 45
Copying a plot to the clipboard, 45
Create Design Set, 44
Create Design Set from Active/Inactive, 92, 98
Create Design Set from Current/All Series, 121
Creating a new plot, 59
Creating a project, 9, 27
Creating plots, 59
Curve Fit plots, 111
D
Data Table, 34
Defining range, 57
Deleting a plot, 47
Deleting a study, 35
Design Flag, 95
Design ID, 95
Design Rank, 95
Design Set Summary, 180
Design Sets, 58, 179
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Index
creating, 183
Design Classifications, 186
manually including/excluding designs, 188
rules, 185
Summary, 180
Design Source, 95
Design Tables, 93
changing properties, 95
copying, 98
creating, 93
exporting data, 99
filtering designs, 96
including additional optional data, 95
modifying data options, 96
Drawing mode, 52
I
Import Study, 28, 30
Interface overview, 8
L
Launching POST, 8
Legend, 52
M
Message Log, 10
Model View plots, 107
modifying data options, 110
Models, showing, 49
Mouse navigation buttons, 43
Exiting POST, 24
Export Selection, 99
F
File tab, 11
commands, 11
Help, 23
Info, 11
Options, 12
Recent, 11
Open a project, 9, 29
Options, 12
Fonts, 22
General, 12
Plots, 13
Styles, 20
G
Gridlines, style and color, 52
H
Highlight color options, 19
History plots, 61
modifying data options, 67
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P
Panning a plot, 42
Parallel plot options, 16
Parallel plots, 85
creating, 86
filtering designs, 90
modifying data options, 90
Pareto Front plots
191
Q
Quick Access toolbar, 9
R
Recent projects, 30
Refresh Study Data, 31
Renaming plots, 49
Reset Plot, 43
Response Influence Chart
adding, removing, editing series, 150
creating, 149
modifying data options, 152
Response Influence Chart, 148
Response Surface Fit plots, 130
creating, 131
modifying series data options, 134
Rotating plots, 42
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Index
Rules, 185
U
S
Save As, 37
Save Plot Image, 46
Save project, 9
Saving a plot as an image, 45, 46
Saving a project, 37
Saving text data from plot, 46
Scaling series, 57
Screen capture in POST, 25
Selecting plot points, 44
Series, changing style, 54
Status Bar, 9
Study
automatically refreshing data, 32
deleting, 35
importing, 28
importing additional studies, 30
refreshing data, 31
Study Summary, 33
Study Details, 34
Study folder, finding, 35
Study Summary, 33
Surface plot options, 18
Sync Highlight, 175
System requirements, 7
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User options, 12
V
Variable Effects plots
adding, removing, editing series, 155
creating, 153
modifying data options, 157
Variable Effects plots, 153
Variable Interaction plots, 157
Variable Interactions plots
modifying data options, 160
Variable Interactions plots
creating, 158
Views, 167
W
Working with plots, 40
Z
Zooming a plot, 41
193