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A pareto chart shows the relative importance of differences between large sets of values, and is often used for root cause analysis, i..e, to highlight the most significant cause of a certain outcome. It contains both columns and a line, with the columns representing individual values (in descending order) and the line representing the cumulative total. 

You need to be in total mode with a dimension selected to use pareto chart.

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To use

Set up your analysis as required in the grid. With a dimension selected and in total mode, switch to Chart view and select Pareto.

Example - see at a glance where the bulk of my revenue comes from

  1. In the sales database, select a period and dimension. The example below simply uses a 'customer/ship to' dimension.
  2. Select and focus on the required number of entities, then select total mode.
  3. Switch to chart view. Click the Bar menu and select Pareto.

In the screenshot below, the columns display revenue for individual customers, while the pareto line charts the cumulative total.

Hovering on a data point on the pareto line displays the entity name, cumulative value and cumulative percent of overall revenue. In this example, hovering on the data point above the fifth column shows at a glance that over 85% of overall revenue came from these five customers alone. Up to 25 rows are displayed.

Note that negative values aren't plotted. 

Use pareto chart to drill into the cause of a decline in sales

In this example, a sales executive has been alerted to a decline in sales over a three-month period. She would like to check on major contributors to the decline, initially at a customer level and then drilling further into region or product information. To do this:

  1. In the sales database, set the required period and select 'customer' (or 'ship to') dimension. 
  2. Select and focus on the required number of entities, then select total mode.
  3. Switch to chart view and select Pareto.
  4. Having seen the customer overview, the executive can further slice and dice the data for a particular region, customer, product group or even product.