# SmartVisuals Pareto Chart for Power BI

> SmartVisuals Pareto Chart draws a correct Pareto in Power BI from a category and a measure: ranked bars, cumulative line, 80/20 threshold, vital-few detection, ABC classification, before/after comparison and small multiples. No cumulative-percentage DAX to maintain.

- Page: https://www.smartvisuals.io/visuals/pareto-chart
- Fields and settings: https://www.smartvisuals.io/visuals/pareto-chart/settings
- Microsoft Marketplace: https://marketplace.microsoft.com/en-us/product/smartvisuals.smartvisuals-pareto?tab=overview
- Package: https://www.smartvisuals.io/downloads/smartvisuals-pareto-chart-1.1.1.0.pbiviz
- Sample report (zipped .pbip): https://www.smartvisuals.io/samples/smartvisuals-pareto-chart-sample-1.1.1.0.zip
- Price: Free tier for every viewer; premium $1.99 per user per month or $19 per user per year on Microsoft Marketplace, with a 30-day free trial. Premium works in edit mode without a licence; unlicensed viewers see the free tier, never a blocked visual.
- Certified by Microsoft: yes
- Version: 1.1.1.0
- GUID (visualType and publicCustomVisuals): `paretoChartFBB6AC1A44E04E8A868B77348A4497AD`

## What is free

- **Correct by default**: Deterministic ordering with tied values, stable sort in Power BI Desktop and the Service, automatic aggregation of duplicate categories, and currency or percentage measures shown through your model's own format strings.
- **Cumulative line and threshold**: Automatic cumulative % line with a threshold line at any percentage (80/20 by default), plus bar values and cumulative % labels.
- **Vital few, trivial many**: Bars coloured by which side of the threshold they fall on, per-category colours and rules, and the insight sentence that names how many categories carry the total.
- **Top N with Others**: Show the top N categories and group the rest into an Others bar instead of a scroll bar. Up to 25 individual categories render in the free tier.
- **Five themes and every cosmetic option**: Five built-in themes, per-category colour pickers with conditional-formatting rules, transparent background, and a format pane labelled with your real field names.
- **Native Power BI behaviour**: Cross-filtering, drill hierarchies, bookmarks, tooltips, high contrast, keyboard navigation and five languages (EN, CS, DE, FR, ES).

## What premium adds

- **More than 25 categories**: Render up to 199 individual bars plus Others (set with Max bars), with every category in the data still ranked and counted in the vital few.
- **ABC classification**: A/B/C zones with custom cut-offs (80/95/100), zone shading, zone labels and the class of every category in its tooltip.
- **Smart Insights+**: A headline callout ("Top 7 of 212 = 80.3 %") and an annotated intersection where the cumulative line crosses the threshold.
- **QM mode**: A Minitab-style data table beside the chart with rank, value, percentage and cumulative percentage per category.
- **Before/after comparison**: Two periods side by side with rank-change markers, built for quality reviews of a corrective action.
- **Small multiples**: One Pareto per plant, line or region, each ranked on its own values, from a single group field.
- **Metric switching and a second line**: Switch the ranking between measures (count vs. cost) from a dropdown, or draw a second cumulative line for the other metric.

## Fields

| Field | Internal name | Takes | Needed | What it is for |
| --- | --- | --- | --- | --- |
| Category | `category` | Column | Optional, up to 4 | Categories ranked by contribution (defect codes, SKUs, root causes…). Add a hierarchy to drill. |
| Value | `value` | Measure | Optional, up to 4 | Contribution measure (count, cost, downtime…). Add more measures to switch metrics or draw a second cumulative line. |
| Compare / Small multiples | `group` | Column | Optional | Optional group field: 2 values = before/after comparison, more = small multiples. |
| Tooltips | `tooltips` | Measure | Optional, up to 8 | Extra measures shown in tooltips. |

## Format pane

Each card is a key under `visual.objects` in a PBIR visual.json; each setting is a property of it. Toggles take `true`/`false`, choices and text a value in single quotes (`'auto'`), numbers a `D` suffix (`12D`).

### Theme (`theme`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Theme | `selectedTheme` | `smartvisuals` (SmartVisuals), `dark` (Dark), `clean` (Clean (White)), `slate` (Slate), `blueprint` (Blueprint) |
| Transparent background | `transparentBg` | On / off |

### Chart (`chartSettings`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Vital few bar color | `barColor` | Colour |
| Trivial many bar color | `barColorAbove` | Colour |
| Cumulative line color | `lineColor` | Colour |
| Pareto threshold % | `threshold` | Number |
| Show threshold line | `showThresholdLine` | On / off |
| Max bars (rest grouped as Others) | `maxBars` | Number |
| Gridlines | `showGrid` | On / off |

### Bar colors (`dataPoint`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Color | `fill` | Colour |

### Labels (`labelSettings`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Font size | `fontSize` | Number |
| Font color | `fontColor` | Colour |
| Show bar values | `showValues` | On / off |
| Show cumulative % | `showPct` | On / off |
| Show category labels | `showCategoryLabels` | On / off |

### Smart insights (`insights`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Vital-few sentence | `showInsights` | On / off |
| Headline callout | `showCallout` | On / off |
| Mark threshold intersection | `showIntersection` | On / off |

### ABC classification (`abc`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Enable ABC zones | `enabled` | On / off |
| A zone up to % | `boundaryA` | Number |
| B zone up to % | `boundaryB` | Number |
| A color | `colorA` | Colour |
| B color | `colorB` | Colour |
| C color | `colorC` | Colour |
| Zone labels | `showZoneLabels` | On / off |

### Data table (`qmTable`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Show data table | `show` | On / off |
| Table font size | `tableFontSize` | Number |

### Measures (`measures`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Active measure | `activeMeasure` | Text |
| Second cumulative line (measure 2) | `secondLine` | On / off |
| Second line color | `secondLineColor` | Colour |

### Comparison & small multiples (`comparison`)

| Setting | Internal name | Type or options |
| --- | --- | --- |
| Mode with a group field | `mode` | `auto` (Auto (2 groups = compare)), `comparison` (Before / after comparison), `multiples` (Small multiples) |
| Show rank changes | `showRankChanges` | On / off |