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How to use the Pareto feature

Posted 14th January 2014. Last Updated 7th May 2014

Summary

This section shows you how to create a Pareto chart

 

Introduction to Pareto Charts

The Pareto principle, (commonly know as the 80/20 rule) states that around roughly 80% of effects are caused by just 20% of its causes.

The purpose of the Pareto chart is therefore to highlight the biggest cause of all the effects. 

 

How to create a Pareto

To create a Pareto Chart for a KPI, select a 'bubble' and click the 'Pareto' icon.

 

 

To create a new Pareto, click 'New Pareto'

A new line underneath will appear as shown below.

Click this to rename. The name of this is Pareto is 'After Sales Complaints' 

 

 

To add a new category, select your new Pareto and click 'Add Value'

You can create as many categories as required.

 

 

To adjust the values, click the number and adjust.

As you can see the 'Technical Problems' is set at 60.

 

 

Example of Pareto Chart

When you have finished adding the categories and adjusting the values, click 'Save'

You will have a chart similar to the image below.

 

 

When you return to the dashboard, the bubble will be marked with an arrow, indicating a Pareto has been created.

 

 

Ensure you click 'save' to save all your changes

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