Can I build a Pareto chart in BI Viewer?

Franz
New Contributor II

I'd like to be able to build a Pareto chart in BI Viewer. Is it possible?

1 ACCEPTED SOLUTION

Franz
New Contributor II

Building a Pareto chart in BI Viewer is fairly easy but does require several steps.

The first step is to create a bar chart and add a relevant measure and dimension to that chart. In this example, we've added Gross Margin as our measure and Product Name as our dimension.

Franz_0-1637768333453.png

The next step is to sort the chart by Gross Margin and sort it in descending order.

 

Franz_2-1637768567372.png

Your chart should now look like this:

Franz_3-1637768618791.png

The next step is to add your measure a second time to the Values Pane and create a Window Calculation that creates a Running Summary along Arguments for that measure.

Franz_4-1637769015082.png

Because Pareto charts require the running percentage of the total of a measure, we must now edit the Window Calculation.

Franz_5-1637769183269.png

We use the Expression Editor to divide the running summary by the total value of our measure across all dimensions. That is accomplished using the Total() function in the Expression Editor. Our formula for Gross Margin would look like this:

Franz_6-1637769573524.png

Hit OK to accept your formula.

The two remaining steps are to plot our new percentage calculation on its own axis and then change the chart type to line for the calculation. We start this process by clicking on the Options Button next to our calculation.

Franz_7-1637769989132.png

Choosing the desired line chart type:

Franz_8-1637770070677.png

And then plotting the calculation on the secondary axis.

Franz_9-1637770185903.png

Hit OK and your Pareto chart will be complete.

Franz_10-1637770254718.png

 





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1 REPLY 1

Franz
New Contributor II

Building a Pareto chart in BI Viewer is fairly easy but does require several steps.

The first step is to create a bar chart and add a relevant measure and dimension to that chart. In this example, we've added Gross Margin as our measure and Product Name as our dimension.

Franz_0-1637768333453.png

The next step is to sort the chart by Gross Margin and sort it in descending order.

 

Franz_2-1637768567372.png

Your chart should now look like this:

Franz_3-1637768618791.png

The next step is to add your measure a second time to the Values Pane and create a Window Calculation that creates a Running Summary along Arguments for that measure.

Franz_4-1637769015082.png

Because Pareto charts require the running percentage of the total of a measure, we must now edit the Window Calculation.

Franz_5-1637769183269.png

We use the Expression Editor to divide the running summary by the total value of our measure across all dimensions. That is accomplished using the Total() function in the Expression Editor. Our formula for Gross Margin would look like this:

Franz_6-1637769573524.png

Hit OK to accept your formula.

The two remaining steps are to plot our new percentage calculation on its own axis and then change the chart type to line for the calculation. We start this process by clicking on the Options Button next to our calculation.

Franz_7-1637769989132.png

Choosing the desired line chart type:

Franz_8-1637770070677.png

And then plotting the calculation on the secondary axis.

Franz_9-1637770185903.png

Hit OK and your Pareto chart will be complete.

Franz_10-1637770254718.png