Tableau Charts: Pareto chart

February 23, 2018

The series, Tableau charts has always focused on one thing, helping Tableau users learn how to create different charts and graphs hence equipping them with different techniques of telling each data story. Therefore, inspired by the mission of this series, we’ll explore on how to create a Pareto chart in Tableau.

What is a Pareto chart in Tableau?

Pareto is a chart derived from the Pareto principle (also known as 80/20 rule). It states that, for many events 80% of the outcomes come from 20% of the causes.

Using Superstores data set pre-loaded with Tableau app, we are going to create a Pareto chart to help us find the States which contributed 80% of all Profits generated for the superstores. (Note; in your own set-up, you'll find other appropriate problems to solve using this technique).

Once you're connected to Superstores data set above,..

  • Drag dimension State to the Columns shelf.

  • Drag measure field Profit to the Rows shelf. (Note, aggregate level is SUM()).

See the resulting chart,...

Sort State in descending order by Profit.. 

Duplicate the chart. To do this, Hold down Crtl key and drag the field SUM(Profit) on the Rows shelf next to itself. See below.

Add a quick Table calculation by computing Running Totals for one of the Aggregates. See below.

Add a secondary Table calculation to compute 'Percent of Total'. (Note, All these Table calculations are computed using dimension State).

Executing above, changing the chart type of the first chart to a 'Line' and renaming the axis 'Percent', we've.

 Making the chart dual results to our final chart. See below.

Lets now find the States generated 80% of all Profits.

 

Extending my selection to view States i have.

From above, we can say. Approximately 80% of profits generated came from five States; namely, California, New York, Washington, Michigan and Virginia.

I hope this article was helpful to you.

Thanks for reading.

 

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