Pareto Chart in Tableau

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

How to Create Pareto Chart in Tableau

In this Tableau Pareto chart example, we will check whether or not 80 percent of our sales are coming from 20 percent of Customers. 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, the desktop will generate the Bar plot.

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

Add Name to Columns and Sales to Rows Shelf of Bar Plot

Please Sort the generated barograph into Descending Order using the Sales Amount.

Sort Bar Plot in Descending Order

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

Running Total Quick Table Calculation

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 in Tableau 4

To achieve the same, we have to change the Pareto Chart 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 then select the Edit table Calculation option.

How to Create Pareto Chart in Tableau 5

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

  • Please change the Running along option from Table Across to Customer Full Name field. It calculates the running total based on the customer name rather than a 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 option from Table Across to the Customer Full Name field.
How to Create Pareto Chart in Tableau 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 names to percentages. To do this, let us create one calculated field of the Pareto chart.

Table Calculation 7

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

Calculated Field 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.

Calculated Field Expression

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

Add Percentage to Columns Shelf 10

To create a Tableau Pareto chart, 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.

Change Mark Type to Line

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

Change to Percentage 12

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

How to Create Pareto Chart in Tableau 13

Add Reference Lines

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

Add Reference Lines 14

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

How to Add reference lines to Tableau Pareto Chart 15

We successfully created Pareto Chart in Tableau with reference lines.

View Reference Lines 16

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