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Pareto guide

The few causes behind most of the problem.

Fields

Field wellWhat to put in it
CategoryWhat you count, such as return reason, defect type or product.
ValuesWhat you rank by, such as number of returns or refund cost.
Compare (Pro)The same measure for an earlier period, such as last quarter. It is drawn as an outline behind each bar, and the header adds the change in total and how many causes made 80% before.
Split by (Pro)One small Pareto per warehouse, line or team, each sorted on its own.

Set it up

  1. Add Pareto to the report page (see Install the visuals) and drag in the fields above.
  2. In Format › Pareto, set where the vital few end (50–95%), switch to ABC classes (Pro), and choose how to group into Other.
  3. Format › Labels turns the summary, the bar values, the cumulative % labels and the threshold line on or off.

In the report

  • Hover a bar for its value, its share, the cumulative share and its class; for Other, the categories in it.
  • Click a bar to filter the report to that category, or every category in Other; the rest dims. When another visual is selected, each bar shows the highlighted part.
  • Light or dark background, high-contrast mode, and your own colours.
  • Tab into the chart and move between bars with the arrow keys; screen readers hear each bar’s name, value, share and cumulative share.
  • The format pane, the labels and the messages are in English and Norwegian.

Pro features

  • ABC classes: A up to 80%, B up to 95%, C the rest
  • Before and after: an earlier period as an outline behind each bar, with the change in total and the earlier vital few
  • Small multiples: one Pareto per item with Split by

Pro features need a licence key for Pareto or Everything, or a 14-day trial key. Without a valid key, Pareto draws one chart of all items added together, with the vital few and no comparison, with a short notice above the chart and a “Try Pro free” button. Everything else keeps working. See Add your licence key.

Something not right?

Check Questions and answers, or write to support@getgrafpoint.com saying which visual and where the report runs (Desktop, the Power BI service or Report Server), with a screenshot made with sample data.

Back to the Pareto page