Pareto Charts

Analyze which problems need your attention first with a Pareto Chart.

A Pareto Chart is a vertical bar graph in which values are displayed in decreasing order of relative frequency from left to right. The taller the bar on the Chart, the greater the cumulative effect that variable has on a given system.

Creating a Pareto Chart

Who can edit a Pareto Chart?

Only the following people can edit a Chart's Details or its data:

• Anyone on the Chart's Team except for Followers or Participants.
• Anyone with the “Edit” permission for Items in the Chart's Location(s).

Editing a Pareto Chart’s Details

A Chart's Details consist of its non-data elements including:

• Fields and Attributes
• Its parent — the Item under which the Chart is nested
• Other settings such as whether or not the Chart should be private or be granted Honor Roll may be available depending on how your organization has configured its Charts and your own permissions within the system.

To edit a Chart's Details, open the Chart with which you want to work, then:

• Click Actions in the top right corner of the page.

• Click Edit Details in the resulting drop-down menu.
• Update any of the aforementioned elements.
• Click Save.

Editing a Pareto Chart’s Data

A Chart's data includes not only the individual data points but also how those data points are displayed.

Working with a Chart's data includes:

• Deciding whether the Chart will use dates or categories
• Adding a data series
• Editing existing series
• Deleting existing series
• Adding rows
• Deleting rows
• Adding and updating data
• Exporting data
• Importing data

To edit a Pareto Chart's data, open the Chart with which you want to work, then:

• Either click Actions in the top right corner of the page or click the ellipsis in the top right corner of the panel containing the Chart.

• Click Edit Chart in the resulting drop-down menu.
• The Chart's Edit Data window will open.

Switch between Date or Category

Add a Data Series

A Pareto Chart is comprised of exactly two data series — the data series which you must create and to which you must enter data, and the "Accumulative %."

The data series:

• Must be displayed as a series of bars.
• Must use the left Y-Axis
• Must be manually created and its data manually added.

The "Accumulative %" series:

• Must be displayed as a line.
• Must use the right Y-Axis.
• Will be automatically created when the Chart is first saved after the data series is added.
• Will be automatically updated each time the Chart is saved.

To create the data series, open the Chart's Edit Data window as described above, then click Add Data Series. The "Add Data Series" window will open:

• Name (required): The name will be used to identify this series.
• Description: Enter an optional description in this field. The description will appear when hovering over the name of the series on both the Edit Data window and on the Chart's legend.
• Format (required): Expand the drop-down to choose in which format you want data in this to be displayed. Once you've made a choice, the predefined format will appear in the field. Edit that predefined format to configure the appearance of this series's data further.
• Click the Appearance header to open that section.

• • Bar/Line Color: Click inside the color code field to open the color picker, choose in which color this series will be displayed, then click Save on the color picker.
  • The Show Values checkbox: When this box is checked, the value of each data point on this series will appear by its bar on the Chart.
• Click the Annotation Appearance header to open that section.
  
  • Click inside the color code field to open the color picker, choose in which color Annotations on this series will be displayed, then click Save on the color picker.
• Click Save to create the data series and return to the Edit Data window. You will not be able to create any additional series.
• Click Save on the Edit Data window to save the Chart. The "Accumulative %" series will be automatically created.

Edit an existing series

To edit an existing series, open the Chart's Edit Data window as described above, then:

• To edit the data series, click the pencil icon next to the series's name; to edit the "Accumulative %" series, click its name. The "Edit Series" window will open.

• Make any changes necessary as previously described.
• Click Save to update the data series and return to the Edit Data window.
• Click Save to update the Chart.

Delete an existing series

To delete an existing series, open the Chart's Edit Data window as described above, then:

• To delete the data series, click the pencil icon next to the series's name and the "Edit Series" window will open. The "Accumulative %" series cannot be manually deleted.
• Click Delete. The "Edit Series" window will close and the series will no longer appear on the Edit Data window. After saving, the "Accumulative %" series will be deleted as well.
• Click Save to update the Chart.

Add rows

Once at least one series has been added to the Chart, you will be able to add rows. To do so, open the Chart's Edit Data window as described above, then:

• To add a single row, click Add Row.
• To add multiple rows at once, click Build Multi Rows. A new window will open so that you can specify how many rows will be added.
  
  • • Row Count: Enter the number of rows that should be added.
    • Click Save.

• Once rows have been added, click the category field for each one to change its name.
• Click Save to update the Chart.

Delete rows

To delete an existing row, open the Chart's Edit Data window as described above, then:

• Hover over the row you want to delete so that it's highlighted blue.
• Click the x button that appears to its right. The row will disappear from the Edit Data window.
• Click Save to update the Chart.

Add and edit data

Once rows have been added, individual data points can be entered. To do so, open the Chart's Edit Data window as described above, then:

• Click inside the appropriate column and row intersection, then enter the value.
• Repeat this step for every data point that must be added.
• Click Save to update the Chart.

Export the Chart's data

To export a Chart's data, open the Chart's Edit Data window as described above, then:

• Click the Excel File icon.

• Click Download in the resulting drop-down.

Import data into a Chart

To import data into a Chart, open the Chart's Edit Data window as described above, then:

• Click the Excel File icon.
• Click Upload in the resulting drop-down.
• The "Chart Data Import" window will open:
  • Either drag the file you want to import onto the resulting window or click the window and choose the correct file from your computer.
  • A confirmation screen will appear with details about your import. Click Ok, got it.

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