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Example -
A pareto
Info

Availability: Focused view (when you select and focus on items in a dimension), Total mode only.

A Pareto chart shows the relative importance of differences between large sets of values

, and

. It is often used for root cause analysis,

i..e

in other words, to highlight the most significant cause of a certain outcome. It contains both columns and a line, with the columns representing individual values (in descending order) and the line representing the cumulative total. 

You need to be in total mode with a dimension selected to use pareto chart.

Info
iconfalse
titleRelated topics

To use

Set up your analysis as required in the grid. With a dimension selected and in total mode, switch to Chart view and select ParetoImage Removed.

Example 1 - Use a Pareto chart to analyze sales revenue

In a Sales database, create a Pareto chart to see at a glance where the bulk of

my

your revenue comes from

  1. In the sales database, select a period and dimension. The example below simply uses a 'customer/ship to' dimension.
  2. Select and focus on the required number of entities, then select total mode.
  3. Switch to chart view. Click the Bar menu and select Pareto.

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In the screenshot below, the

.

  1. Prepare the data in the grid:

    1. Select the Customer dimension.

    2. Select Mode > Total.

    3. Select Period > Financial YTD.

  2. Click the Chart (blue star) button. The Bar chart type displays by default.

  3. Click the Bar chart category button on the left of the chart and select the Pareto option.

    Image Added

    The columns display revenue for individual customers, while the pareto line charts the cumulative total.

Hovering on

  1. You can hover over a data point on the pareto line

displays

  1. to view the entity name, cumulative value and cumulative percent

of overall revenue. In this example, hovering on the data point above the fifth column shows at a glance that over 85%

  1. of overall revenue

came from these five customers alone. Up to 25 rows are displayedUse pareto chart to drill into

  1. .

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Note that negative values aren't plotted. 

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Example 2 - Use a Pareto chart to identify the cause of a decline in sales

In this example, a sales executive has

As a Sales Executive, you have been alerted to a decline in sales over a three-month period.

She would like to check on

You want to find the major contributors to the decline, initially at a customer level and then drilling further into region or product information.

To do this:
  • In the sales database, set the required period and select 'customer' (or 'ship to') dimension. 
  • Select and focus on the required number of entities, then select total mode.
  • Switch to chart view and select Pareto.
    • Having seen the customer overview, the executive

    1. Prepare the data in the grid:

      1. Select the Customer dimension, then select and focus on the customers with sales of less than 200,000.

      2. Select Mode > Total.

      3. Select Period > Financial YTD.

    2. Click the Chart (blue star) button. The Bar chart type displays by default.

    3. Click the Bar chart category button on the left of the chart and select the Pareto option. The columns display revenue for individual customers, while the pareto line charts the cumulative total. You can hover over a data point on the pareto line to view the entity name, cumulative value and cumulative percent of overall revenue. Now you have the customer overview, you can further slice and dice the data for a particular region, customer, product group or even product.

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    Related pages