Creating a Pareto Chart

Owned by Zoe Baldwin
Last updated: Aug 09, 2024


Overview

Pareto charts are used to identify the most significant factors among a set of variables. They are made up of a bar chart and a line chart, where the bars represent categories in descending order of frequency or importance, while the line represents the cumulative percentage or sum.

Creating a Pareto Chart

Typically, pareto charts are made using two attributes - a string based attribute for the categories and an integer based attribute for the cumulative percentage or sum. 

  1. Create a bar chart, see Creating a Bar Chart
  2. Right-click the chart and click  Show the View Configuration

Select the Attributes

Choose the attributes to display and how they will be displayed.

  1. On the  Properties, in the View Attributes section, click the  icon and drag the attributes required into the View Attributes section of the Properties
  2. Drag the integer attribute twice as one of these attributes will be used for the cumulative sum/percent 
  3. Double-click on the attribute that represents the categories
    1. On the View Attribute tab, change its Role to Horizontal Axis Attribute
  4. Double-click on one of the integer attributes 
    1. On the View Attribute tab, change its Role to Data Point
  5. Double-click on the second integer attribute 
    1. On the View Attribute tab, change its Role to Cumulative Sum or Cumulative Percent
      • Cumulative Percent: the running total percentage accumulated at each point in the data, ending in 100%.
      • Cumulative Sum: the running total of the values.

Arrange the Data

Sort data into descending order using a Sort Order.

  1. On the  Properties, in the Data Retrieval Options section, click the  icon next to the Default Sort Order field
    1. Name: Enter a name for the sort order
    2. Sort Order Attributes: choose the integer attribute
      1. For the Direction, choose descending


For the  Properties tab settings, see View Attribute.

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