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How to create Pareto chart in Tableau

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The Pareto chart is a simple but powerful tool that shows the relative importance of different factors by combining bar and line graphs. Named after Italian economist Vilfredo Pareto. In this blog we will be going to create Pareto chart in Tableau, this chart is based on the Pareto principle or 80/20 rule, which states that 80% of effects come from 20% of causes. Essentially, the Pareto chart helps you highlight the most important factors in your data, making it easier to focus on what matters most.

Components of Pareto chart in Tableau:

  • Bars: It shows different categories or factors, such as types of defects or complaints, arranged in descending order.
  • Cumulative line: A line graph that overlays the bars, showing the cumulative percentage of occurrences as you move through the categories.
  • Axes: The left axis shows the frequency or count of each category, while the right axis displays the cumulative percentage.

Use Case of Pareto chart in Tableau:

  • Quality control: Identify the most common causes of defects in a process to improve product quality.
  • Customer service: Uncover the most frequent customer complaints to increase satisfaction.
  • Inventory management: Focus on managing key items that contribute the most to inventory value.
  • Sales analysis: Identify top-performing products or customers to optimize sales strategies.
  • Project management: Pinpoint the tasks or risks that have the most significant impact on project success.

Dataset Description

The dataset includes product sales details with six attributes: Category, Product, Quantity, Unit Price, Total Price, and Profit, providing insights into performance and profitability of various items. You can download the dataset from the given Github link.

Steps to create Pareto Chart in Tableau

Step 1: Open Tableau

Step 2: Click on Text file to connect with Tableau

There are lots of data sources that you can use in Tableau such as Microsoft Excel, JSON file, Microsoft Access, Microsoft SQL Server and MySQL

Step 3: Browse csv file (or other file format as your need) and click on Open

Step 4: Click on Sheet 1 (Worksheet) to make visual

Step 5: Drag Product to Columns and Total Price to Rows

Step 6: Click on Dropdown with Standard and select Entire View

Step 7: Place Total Price right after Total Price by holding ctrl + drag right

Step 8: Right click over second Total Price in Rows and select Dual Axis

Step 9: Click on Second Total Price Measure under Marks Card; click on Automatic and select Line

Step 10: Click on First Total Price Measure under Marks Card; click on Automatic and select Bar

Step 11: Click on descending order icon

Step 12: Right click over Second Total Price Measure under Rows and select Add Table Calculation…

Step 13: select Running Total from Primary Calculation Type dropdown and check on Add secondary calculation; select Percent of Total from Secondary Calculation Type dropdown

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Step 19: click on Color and select any color; select any Markers

Step 20: Right click over right Header and click on Show Header to deselect it

Right Click

Output:

Conclusion

The most relevant aspects of every dataset can be determined and prioritized with the use of Pareto charts, which are an indispensable diagnostic tool. You will be able to make judgments based on evidence, more effectively manage resources, and solve problems more efficiently if you concentrate on the “critical few” categories. You will be able to acquire useful insights and consistently improve your work by using Tableau’s tools, which make it easy to create and customize Pareto charts. When it comes to maximize impact and achieve success, Pareto charts are a useful tool, regardless of whether they are used in quality control, customer service, or any other field.

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