Posts tagged pareto

2019 Week 8: What percentage of products make up 80% of sales?

For this week’s workout, we look at one of my favorite chart types, the pareto. I love the pareto chart as a data exploration resource, and also as a powerful analytic resource. If you aren’t familiar with the pareto, the purpose is to see what % of x, makes up what % of y, with the common assumption that 20% of the x makes up 80% of the y. This week’s workout takes this chart a couple steps further by identifying the point where the % of x crosses 80% of the y. We will also give our users the power to drill into the actual values of any subset of the x. A key piece of this challenge is using Tableau’s built in functionality to your advantage, try and build this viz with two or less written calculated fields!

Have fun!

Requirements

  • Dashboard size is 1200×500 – 2 sheets
  • Place a circle on the mark where the % of Total Products crosses the 80% of Total Sales threshold
  • Place a reference line at 80% of Total Sales and 20% of Total Products
  • Use Tableau’s out of the box features – only two written calculated fields allowed
  • Dynamically show/hide selected products from the pareto chart
  • Make sure there is 15px of inner padding on all sides of your worksheets, and the left and right sides of your title and line separator
  • Match colors, tooltips, fonts, and formatting

Dataset

This week uses the superstore dataset for Tableau 2018.3.  You can get it here at data.world

Attribute

When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration.

Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2019 and tag @AnnUJackson@LukeStanke@lorna_eden, and @curtisharris_!

Track Your Progress

Also, don’t forget to track your progress using this Workout Wednesday form.

Week 33: What customers make up XX% of sales?

August Community Submission Month

Welcome to community submission month. For all 5 of those weeks we’ll have our favorite community submissions as challenges. FYI: You can still submit here.

 
 

Community Submission Challenge #3: Donna Coles

Donna is located in Didcot, Oxfordshire in the UK. She is a Business Analyst for RM Education and has been working with Tableau for around 5 years. She is Server Admin and oversees the internal Tableau community sharing best practice and providing consultation and training. She has been completing the weekly #WorkoutWednesday challenges since inception in Jan 2017 as they provide opportunities to learn new ways of presenting data that could be applied to a business scenario, as well as often introducing features she hadn’t been aware of. She is also a Tableau Community Forums Ambassador. Don’t forget to follow her on twitter. With that, here is Donna:

Challenge

This weeks challenge is to build a pareto chart to understand what proportion of customers make up sales, and is based on an actual visualisation Donna delivered for a business requirement. There haven’t been many pareto challenges, so hopefully this will give an opportunity for some of you to try a new chart type, but also provide a bit of extra thinking for those that are familiar with them.

click to view on Tableau Public

Requirements

  • Dashboard 800 x 800.
  • Selection of the Sales Percentage slider will adjust the highlighted point.
  • Sales Percentage slider should increment in 10s from 10%-90%.
  • % values displayed to 1 decimal point.
  • The Sales Percentage mark highlighted should be the value that is at least the value selected in the slider (eg when 60% is selected, the mark highlighted is 60.1% as the previous mark is 59.9% which is less than the slider value).
  • The tooltips on the curve differ from that on the highlighted mark.
  • The tooltip on the highlighted mark should also indicate the actual number of customers at that point, as well as the total number of customers.
  • Rebuild everything to be identical, matching titles, tooltips, chart formatting.

 

Dataset

This week uses the superstore dataset for Tableau 2018.1. You can get it here at data.world

 

Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday and tag @AnnUJackson, @LukeStanke, @RodyZakovich, and our community contributor @donnacoles30.  (Tag @VizWizBI too – he would REALLY love to see your work!)

 

Track your progress

Also, don’t forget to track your progress using this Workout Wednesday form.