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How To Create A Pareto Chart - Tableau

Author: Ajay CB


What is Tableau?

Tableau is a business intelligence tool widely used across the world to make data-driven decisions by visualizing the data and gathering insights.


What is a Pareto chart?

It is a type of chart in which individual values are represented in descending order as a bar graph and the cumulative total is given as a line so we can see the overall picture. It is widely used to perform different types of analysis.


Step 1: We are going to use the sample super store data set which is available by default in Tableau for this example. Drag and drop sub-category in columns and sales twice in rows as given below.

Step 2: Make it a dual axis, and make the first sum(sales) as a bar chart and the second sum (sales) as a line chart in the marks card and you will get something like this.

Step 3: Click on the drop-down from the subcategory in the columns section and click on the sort and click on field sort and sort it by sales in descending order as given below.

Step 4: Click on the drop-down of the second sum of sales in the rows sections, click on add table calculation and follow the steps as given below.

Step 5: To make it visually better, change the bar color to orange from the marks card from the first sum of sales and then go to the second sum of sales. To make the line better visually click on the color button from the marks card and change the markers to all as given below.

Step 6: Remove the secondary axis on the right by (right clicking it and -> uncheck show header)

And voila we are done! We have made a Pareto chart in just a few steps!

Conclusion

A lot of charts are not available by default in tableau and we can make them very easily. These charts are very useful and can make an amazing impact when used properly. In such a way the Pareto chart is very useful to analyze the cumulative total.

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