What is Pareto Chart?

A Pareto chart contains columns sorted in descending order and a line representing the cumulative total percentage. It highlights the most significant factors in data and is considered one of the seven basic quality control tools as it’s easy to see the most common problems or issues. In Tableau, you can create a Pareto chart by using Table Calculation.

 

Sample Pareto Chart

In this blog, I’ll show you how to create a Pareto chart in Tableau based on Sample Superstore Data. The below chart is the sample I created. It’s easy to show ordered frequency counts of values for the different levels of a categorical or nominal variable.

GIF 1. Demo

 

Steps to create the Chart in Tableau

a) Put the required fields on shelves
  1. Move the CNTD(Product Name) on the Columns Shelf
  2. Drag the SUM(Sales) on the Rows Shelf
  3. Since all Table Calculations will be based on Product Name, we put the field on Marks’s Detail.

Figure 1. Preparation

 

b) Edit the table calculations
  1. Right-click the CNTD(Product Name) on the Columns Shelf and Add table calculations
  2. Edit the Table Calculation like the below screenshots
  3. Do the same thing on the SUM(Sales) on the Rows Shelf
  4. Switch it into a line chart

Figure 2. Table Calculation on CNTD(Product Name)

 

Figure 3. Table Calculation on SUM(Sales)

 

Figure 4. Change Chart Type

 

c) Create Parameters

To make the chart dynamic, create two parameters to show the percentage of Product and Sales.

Figure 5. Top % Product Parameter

 

Figure 6. Top % Sales Parameter

 

d) Add the reference lines based on the created parameters

GIF 2. Add reference line on Sales

 

GIF 3. Add reference line on Product

 

e) Create the Parameter Actions and Edit the Title

GIF 4. Create Parameter Actions

 

Reminder: You can use Insert to input the fields.

Figure 7. Edit the Title

 

Then you can get a simple Pareto Chart.

GIF 5. Demo of Simple Pareto Chart

 

f) Add more insights into the title

Calculate the Total number of products.

Figure 8. Total Products Statement

 

The Product % Parameter multiplies the total products to get the selected number of products.

Figure 9.  Selected Products Statement

 

Calculate the Total Sales.

Figure 10.  Total Sales Statement

 

The Sales % Parameter multiplies the total sales to get the selected sales.

Figure 11.  Selected Sales Statement

 

Drag and Drop all created fields on the Details and re-edit the title.

Figure 12.  Re-edit the title

 

g) Create a bar chart and Apply Dual Axis

GIF 6. Final Step

 

If there are any problems, please feel free to point them out. Besides, you can reach out to me on LinkedIn. I will try my best to answer your questions about Tableau or Alteryx.

 

Joe Chan
Author: Joe Chan

Joe has an IT background with a master's degree in UNSW, majoring in AI and Data Science. During his studies, he realized Data is one of the most valuable assets a business can have and potentially has a tremendous impact on its long-term success. After graduation, his desire to level up his data analytics skills led him to join The Data School. He is interested in Data Wrangling, Data Visualization, and Machine Learning, eager to be a great Data Analyst to help businesses grow.