How To Create Pareto Chart In Tableau

Video How to create a pareto chart in animation A Pareto chart is a type of chart with both a bar and a line chart, where individual values ​​are represented in descending order by bars, and the cumulative totals are shown in ascending order. represented by a line. It is named for Vilfredo Pareto, an Italian engineer, sociologist, economist, political scientist and philosopher who formed what has come to be known as the principality. Pareto. Pareto argues that 80% of land is usually owned by 20% of the population. Pareto extended his principle by observing that 20% of the peas in his garden contained 80% of the peas. Finally, the principal was further extrapolated by others to suggest that for many events about 80% of the impact comes from 20% of the causes. For example, in business, 80% of profits do not always come from 20% of available products. and thus identify the key segments of your customer base that are most important to the success of your business. Read: how to create a pareto chart in tableau How to use the Sample – Superstore data source provided with Tableau Desktop.

Prepare for analysis

Contents

Before starting the analysis, decide which question you want to answer. These questions define the categories (dimensions) and quantities (measures) against which the analysis is based. In the next example, the question is which products (captured by the Sub-Category dimension) account for the most total sales. At a high level, the process requires you to do the following:

  • Create a bar chart showing Sales by Sub-Category, in descending order.
  • Add a line chart that also shows Sales by Sub Category.
  • Add a spreadsheet calculation to the line chart to show sales by Subcategory as Running Totals and Percent of Totals.
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    Sample Data Source usage scenario – Superstore provided with Tableau Desktop

    Create a bar chart showing Sales by Sub-Category in descending order

  • Connect to Sample Data Source – Superstore.
  • From the Data pane, drag Subcategories to Columns, and then drag Sales to Rows.
  • Click Subcategory on Columns and select Sort. In the Sort dialog box, do the following:
  • Read more: 3 best ways to clean computer glass In Sort order, select Descending.
  • Under Sort by, select Fields.
  • Leave all other values ​​unchanged, including Sales as the selected field and Total as the selected set.
  • Click OK to exit the Sort dialog box.

    • Products are now sorted from highest sales to lowest.

    Add a line chart that also shows Sales by subcategory

  • From the Data pane, drag Sales to the far right of the view, until a dotted line appears. Note: In Tableau 2020.2 and later, the Data pane no longer shows Dimensions and Measurements as labels. Fields are listed by table or directory.
  • Reduce sales, to create a dual axis view. It’s a bit difficult to see that there are two instances of the Sales bar at this point, as they are configured identically.
  • Select SUM (Sales) (2) on the Marks card and change the label type to Line. pareto4

    • Add a table calculation to the line chart to show sales by Sub Category as running totals and percentages of totals

  • Click the second copy of the SUM (Sales) on the Row and select Add Table Calculations.
  • Read more: how to play dav files in vlc player Add main table calculation to SUM (Sales) to present sales as running totals Select Running Total as Calculation Type Do not close the Calculate Table dialog box.
  • Add a subtable calculation to display data as a percentage of the total. Click Add Subcalculation and select Total Percentage as the SubCalculation Type. This is what the Calculate Table dialog box should look like: pareto1
  • Click the X in the upper-right corner of the Calculate Table dialog box to close the dialog box.
  • Click Color in the Mark tab to change the color of the line. pareto5
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    The result is now a Pareto chart: pareto6

    More information

    For more tips on how you compare percent of sales to percent of product, or draw reference lines to help clarify the 80-20 principles, watch Tableau’s On-Demand Training video titled Pareto (Link opens in a new window) .Read more: how to remove spray paint lines

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