Create a pareto report in the Report Designer

Pareto reports

Pareto charts help you identify the most important dimension in a large set of dimensions. Columns show data in descending order. A line shows cumulative percentage.

Pareto charts contain both bar and line graphs. The bars display the data in descending order from left to right, and the line graph shows the cumulative totals from each category in the same order. The left Y axis is the record count, and the right Y axis is the cumulative percentage of the total number of records evaluated. The blue line at the 80% mark helps determine which data is the most influential in the process. The data to the left of the intersection of the line graph and the 80% mark have the greatest effect on the overall outcome.

The figure below shows that five callers account for 80% of the incident calls, while seven account for the other 20%.
Figure 1. Pareto chart
Pareto chart

Create a pareto report in the Report Designer

Create a pareto report to identify the most important factors in a large set of factors.

About this task

This task refers to the Jakarta release under UI15 and UI16. If you are using an earlier UI or the Classic UI for creating reports, follow the instructions in the Helsinki documentation instead: Report types and creation details.

Procedure

  1. Navigate to Reports > Create New.
  2. On the Data tab, give the report a name that reflects the information being grouped.
  3. Select the source for the report:
    OptionDescription
    Data source A table with filters applied to provide a single source of information for all users.
    Note: If you select a data source used by existing reports, a notification will display prompting you to view them.
    Table The raw data from a table with no filters applied.
    External import Choose an existing imported report source, or click the Upload icon (Upload icon) to import a new file. See Create a report from an imported Microsoft Excel document
  4. Click Next.
  5. On the Type tab, select Pareto in the Bars section and click Next.

    A preliminary version of the report is displayed. To view the updated report at any time, click Run.

  6. On the Configure tab, fill in the following fields and click Next.
    Table 1. Configure tab
    Field Description
    Group by Group report data using the values of this field. For example, in an incident report grouped by Assignment group, all incidents that belong to Software, Service Desk, and Network are placed in separate groups.
    Note: It is not possible to group or stack reports by the Tags field.
    Additional group by Extra fields to group the report by. When you select Additional group by fields, a control is added to the bottom of the report that groups the report by any one of the additional fields.
    Note: It is not possible to group or stack reports by the Tags field.
    Display data table Check this box to display report data in a grid beneath the report. The table appears on dashboards where the report is added.

    All reports that use charts, including reports that are used on dashboards, display the table of report data when the glide.ui.section508 system property is set to true. The glide.ui.section508 property overrides the Display data table field.
    Max number of groups Maximum number of groups to display in the report. Groups with highest values are included first. Any excluded groups are combined into the single group Other.

    If you select Show all, all groups up to a limit of 50 are displayed. The rest of the results are grouped as Other. If you select Remove Other, the Other group is hidden.
    Show Other Check box to include the Other group in the report. The Other group contains data for all groups that exceed the number specified in Max number of groups.
  7. (Optional) Configure the sort order of the applicable fields in the report (column, row, Group by, Stack by or Trend by depending on the report type). Click the filter icon (filter icon) and select Add Sort.
    1. In the Sorting Order drop-down list, choose the field you want to sort on and then choose a-z or z-a for alphabetical order or reverse alphabetical order.

      The list contains all possible fields from the report's source. The only effective values, however, are the fields chosen for the current report (column, row, Group by, Stack by, or Trend by depending on the report type). Add sort cannot be applied to dot-walked fields.

    2. Click Add sort plus icon to configure additional sorting order conditions. (Click Add sort minus icon to delete configured sorting order conditions.)
    3. Click Save.
    For fields of the type Choice list, the sort order is determined by the sequence of the choices in the choice list, not alphabetically or numerically. For example, a priority choice list is often indexed from Critical to Planning as shown in the figure below. Report sorted by priority choice list
  8. (Optional) To limit the information displayed in the report, click the filter icon (filter icon) and select conditions to filter the report data.
    For more details on how conditions are constructed, see Condition builder.
    Note: Keywords is a special field used for text searches across all fields. It’s use in a filter or condition, in combination with other conditions, may return inconsistent results.
  9. On the Style tab, fill in the fields as appropriate to configure the appearance of the report.
  10. Click Save.
    The report is generated.

What to do next

  • Click the Report info icon (Report info icon) and add a description of the report.
  • Click the sharing icon (Sharing icon) to open the Sharing menu. On this menu, you can add the report to a dashboard, export the report to PDF, publish the report to the web, and set visibility and schedules. For more information, see Share a report – Report Designer.

Pareto report style options – Report Designer

Change the look of your Pareto report.

When you create or edit a report, click the Style tab for options to configure the look of your report. The options are organized under two or more of the following tabs: General, Title, Legend, and Axis. To see how the chart looks with the changed settings, click Save.

Table 2. Pareto chart style options
Field Description
General
Chart color Colors used in the report.

If you do not group or stack the report, Use one color is automatically selected. Select a single predefined system color.

If you group or stack the report, select one of the following options:
  • Use color palette: Select a color palette from the predefined system color palettes.
  • Use several colors: Define a custom set of Colors using hex codes. You can add any number of colors.
  • Use chart colors: Use the colors defined in Reports > Chart Colors.
Note: It is not possible to use transparency hex values.
Set color Color used in the report. This field displays when you select Use one color from the Chart color list. Click the search icon (Search icon) to choose from the Chart color schemes or Color Definitions list.
Set palette Color palette used in the report. This field appears when you select Use color palette from the Chart color list. Click the search icon (Search icon) to choose from the Color color schemes list.
Display data labels Check box to display the value for each data point.
Custom chart size Check box to specify the width and height of the report in pixels.
Note: The chart size is ignored when you export the report to PDF. In PDFs, the full page width is used to display the chart.
Chart width Width of the report in pixels. The default value is 600.

This field is available when Custom chart size is selected.
Chart height Height of the report in pixels. The default value is 450.

This field appears when Custom chart size is selected.
Chart size Chart size. This field is available when Custom chart size is cleared. Options are Small, Medium, and Large.
Note: The chart size is ignored when you export the report to PDF. In PDFs, the full page width is used to display the chart.
Drilldown view List view to display when a user selects a segment of a report for which no drilldown report type is specified. This view is also used when the user reaches the lowest drilldown level of a report. See Configure the list layout . If you specify a Report drilldown, Drilldown view is ignored.
Note: All users can view report visualizations, such as pie charts and column reports. However, the last level of a drill down is always a list. Platform access control lists determine user access to list information. Users who do not have rights to any part of the list data see the message "Number of rows removed from this list by Security constraints:" followed by the number. See Access control rules.

For more information, see Define a report drilldown in the Report Designer.
Title
Show chart title When the chart title is displayed for the report.
  • Never: Never displays the chart title.
  • Report only: Displays the chart title on reports.
  • Always: Displays the chart title on reports, and dashboards and homepages.
Chart title The chart title has a maximum length of 40 characters. If no title is entered, the report name is used for the title. This field appears when Report only or Always is selected from the Show chart title list.
Size of the chart title Size of the chart title in pixels. This field appears when Report only or Always is selected from the Show chart title list.
Chart title color Color of the chart title. This field appears when Report only or Always is selected from the Show chart title list.
Custom chart title position Check box to specify X and Y coordinates for the position of the chart title. This field appears when Report only or Always is selected from the Show chart title list.
Chart title X position Number of pixels to adjust the chart title position right or left. By default the title appears at the center top of the chart. To move the chart title to the right, enter a positive value. To move the title to the left, enter a negative value.

This field appears only when Custom chart title position is selected.
Chart title Y position Number of pixels to adjust the chart title position up or down. By default the title appears at the center top of the chart. To move up the chart title, enter a positive value. To move the chart title down, enter a negative value.

This field appears only when Custom chart title position is selected.
Title horizontal alignment How the chart title is aligned horizontally. This field is available when Custom chart title position is cleared.
Title vertical alignment How the chart title is aligned vertically. This field appears when Custom chart title position is cleared.
Axis
Y axis and X axis Axis for which you want to configure the titles, appearance, and labels.
TitleTitle for the axis.
Title sizeSize of the axis title in pixels. Default value is 12.
Title colorColor of the axis title. Default value is Black.
Title boldCheck this box to display the axis title in a bold typeface.
OppositeOn the X axis tab, select this check box to display the X-axis title on the right side of the report instead. On the Y axis tab, select this check box to display the Y-axis title on top of the report instead of across the bottom.
Display grid On the X axis tab, select this check box to display horizontal grid lines on the report.

On the Y axis tab, select this check box to display vertical grid lines on top the report.
X axis / Y axis grid widthWidth of grid lines on the report. Default value is 1 pixel.
Grid colorColor of grid lines. Default value is LightGrey.
Grid dottedCheck this box to display dotted grid lines instead of solid lines.
From Specify a minimum Y-axis value to limit the amount of information in the report. If you select an aggregation field that is not of the type Number, the From and To fields are not available.
ToSpecify a maximum Y-axis value to limit the amount of information in the report. If you select an aggregation field that is not of the type Number, the From and To fields are not available.
X axis / Y axis label sizeOn the X axis tab, specify the size of the labels for the rows of the report.

On the Y axis tab, specify the size of the labels for the columns in the report.

Label boldCheck this box to display the labels of the report in a bold typeface.