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How to Create Pareto Chart in Tableau

by suresh

In this article, we show how to create a Pareto Chart in Tableau with an example. The Pareto Chart in Tableau is handy to visually check whether our Data is meeting the Pareto rule or not (80 – 20 Percent). For example,

  • Whether 80 percent of our Profits are coming from 20 percent of Customers or not
  • Whether 80 percent of our sales are coming from 20 percent of Customers or not
  • Check whether 80 percent of our Profits are coming from 20 percent of Products or not
  • Or 80 percent of our sales are coming from 20 percent of Products.

In all the above scenarios, we can use Tableau Pareto Chart. For this Tableau Pareto Chart demo, we write the Custom Query.

— Query for Pareto Chart in Tableau

SELECT Cust.FirstName + ' '+ Cust.LastName AS [Full Name], 
       Cust.YearlyIncome, 
       Cust.EnglishOccupation, 
       Fact.OrderQuantity, 
       Fact.TotalProductCost, 
       Fact.SalesAmount, 
       Fact.TaxAmt, 
       Fact.OrderDate
FROM FactInternetSales AS Fact 
   INNER JOIN
     DimCustomer AS Cust ON Fact.CustomerKey = Cust.CustomerKey

How to Create Pareto Chart in Tableau

In this Tableau Pareto chart example, we will check Whether 80 percent of our Sales are coming from 20 percent of Customers or not. First, Drag and Drop the Customer’s Full Name from Dimension Region to Columns Shelf and Sales Amount Measures region to Rows Shelf. By default, Tableau will generate the Bar Chart

Please visit Bar Chart and Connecting Tableau to SQL Server article to understand the Tableau configurations and SQL Query.

How to Create Pareto Chart 1

Please Sort the generated bar chart into Descending Order using the Sales Amount

How to Create Pareto Chart 2

Next, Please click on the Sales Amount Measure from Row Shelf and select the Quick Table Calculation option and then select the Running Total to calculate the Running Total

How to Create Pareto Chart 3

We have successfully created the Pareto Chart in Tableau. However, we are unable to check whether 80 percent of our sales are coming from 20 percent of customers or not?

How to Create Pareto Chart 4

To achieve the same, we have to change the Sales Amount Axis from the Running Sum to Percentage of Total. To do this, please click on the down arrow beside the Sales Amount measure and select the Edit table Calculation option

How to Create Pareto Chart 5

Once you choose the Edit table Calculation option, the following window will open.

  • Please change the Running along option from Table Across to Customer Full Name field. It calculates the running total based on customer name rather than table.
  • Please checkmark the Perform Secondary Calculation on the result option, and select the secondary calculation Type as Percent of Total.
  • Don’t forget to change the Summarize the values from option from Table Across to Customer Full Name field.
How to Create Pareto Chart 6

Now we can identify 80 percent of sales, but again, we have to compare with 20 percent of our customers. For this, we have to change the axis names from customer name to percentage. To do this, let us create one calculated filed.

How to Create Pareto Chart 7

Right-click on the empty space present in the Tableau Pareto Chart Measures Region. Now, Please select the Create Calculated Field option from the Context menu.

How to Create Pareto Chart 8

Once you choose the Create Calculated Field option, a new window will open to write a Custom Expression. For this Tableau Pareto chart example, we need the customer’s percentage. So please add the following expression

How to Create Pareto Chart 9

Now, Drag and drop the newly created calculated field (Customers Percentage) from Measures region to Columns Shelf. Next, Remove the existing Customer names from Columns Shelf and place it in the Level of Details filed present in Marks Shelf =

How to Create Pareto Chart 10

Next, Please change the Marks type from Automatic to Line type. To do this, Please expand the drop-down list and change the Automatic to Line.

How to Create Pareto Chart 11

Let us format the Axis labels to the percentage. Right-click on the Customers name Axis and select the Format option

How to Create Pareto Chart 12

We have done all the work to check whether 80 percent of sales are coming from 20 percent of our customers or not. From the below Tableau Pareto Chart screenshot, you can observe that it’s not 20 percent but 28 percent of our customers

How to Create Pareto Chart 13

Add Reference Lines to Pareto Chart

If you want to add reference Line to Tableau Pareto chart, then follow this section. In this Tableau Pareto chart example, we are adding reference lines for 80 percent. Right-click on the Sales Amount Axis, and select the Add Reference Line option and change the value to constant 0.8 (which is technically 80 percent)

How to Create Pareto Chart 14

If you want to add reference Line for the 20 percent of Tableau Pareto chart, Right click on the Customers name Axis. And select the Add Reference Line option and change the value to constant 0.2 (which is technically 20 percent)

How to Create Pareto Chart 15

We successfully created our Tableau Pareto Chart.

How to Create Pareto Chart 16

Placed Under: Tableau

  • Download and Install Tableau
  • Tableau Start Page
  • Tableau Show Me
  • Connect to MS Analysis Services
  • Connecting Tableau to SQL
  • Tableau Connect to Text File
  • Tableau Connect to Excel File
  • Hierarchies in Tableau
  • Tableau Bins
  • Tableau Parameters
  • Combined Tableau Sets
  • Tableau Set
  • How to Edit Tableau Group
  • Tableau Group
  • Tableau Grouping
  • Tableau First Report
  • Data Labels in Tableau Reports
  • Format Tableau Chart Title
  • Create Folders in Tableau
  • Tableau Sort
  • Add Totals in Tableau
  • How to Join Data in Tableau
  • Tableau Data Blending
  • Tableau Table Report
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  • Tableau Charts
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  • Tableau Highlight Table
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  • Tableau Line Chart
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  • Tableau Pareto Chart
  • Tableau Pie Chart
  • Tableau Scatter Plot
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  • Tableau Text Label
  • Tableau Treemap
  • Tableau Word Cloud
  • Tableau Waterfall Chart
  • Tableau Individual Axis
  • Tableau Dual Axis
  • Tableau Blended Axis
  • Tableau Add Reference Lines
  • Tableau Add Reference Bands
  • Add Reference Distributions
  • Tableau Maps
  • How to Create a Map in Tableau
  • Use Google Maps in Tableau
  • Mapbox Maps as a Background
  • WMS Server Map as Background
  • Create a Tableau Dashboard
  • Format Dashboard Layout
  • Create Dashboard Device Prev
  • Tableau Dashboard Objects
  • Create a Tableau Story
  • Tableau Filters
  • Tableau Filters on Dimensions
  • Tableau Filters on Measures
  • Tableau Extract Filters
  • Tableau Dashboard Filters
  • Tableau Data Source Filters
  • Tableau Slicing Filters
  • Tableau Quick Filters
  • Tableau Context Filters
  • Tableau Top Filters
  • Tableau Table Calculations
  • Tableau Calculated Fields
  • Tableau Running Total
  • Tableau Rank Calculation Basic
  • Tableau Rank advanced calculate
  • Tableau Aggregate Functions
  • Tableau Conversion Functions
  • Tableau Case Function
  • Tableau Date Functions
  • Tableau If Function
  • Tableau Logical Functions
  • Tableau Math Functions
  • Tableau String Functions
  • Tableau Table Functions

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