How to set up Pareto charts in BIME

Recently we have been getting more and more questions from clients about how to set up Pareto charts in BIME, so we thought we should share this top tip with all of our users.  

The y-axis of a Pareto chart shows the base measure, eg revenue. The x-axis breaks this out by a category, eg supply type. The second axis shows the cumulative % of that base measure over those categories.

The first thing to do is calculate your percentage. For this, you need BIME’s Fixed Calculated Measure function. With this you can simply specify the measure for which you want a fixed total.

There are also ways to make your total more specific - check the ‘only for attribute’ box to select eg that we just want to see the total for our Platinum Client Plan, or maybe just where the Billing Year is 2014 - and also reactive to filters on your dashboard, by checking the ‘compute with current slicer’ box.

Once you have your total, you simply need to create a Calculated Measure for the percentage.

Now you have these set up, you can create your chart.

Put your category attribute on columns, your base measure on measures, and your new % measure on dual. Select ‘column’ as the visualisation and change the % measure to show as a line using the customise menu as below.

Use the advanced sort function to get everything in the right order - note that you need to sort on the calculated % measure, not the base measure.

Finally, the second axis line is changed to a cumulative percentage using our post-processing menu. Again, it is the calculated % measure that needs to be changed, here to ‘running total’, as below.

And that’s it! With BIME able to connect to a variety of data sources live, your Pareto chart can be set up to update automatically for new results, or to show results over a rolling period of time. You can switch in any attribute available to save as new and create new charts for different reports - supply type, country, customer, whatever!