Pareto Chart

    Pareto analysis, not just a Pareto chart

    Drop in a category and a measure and get a correct Pareto instantly: bars ranked by contribution, cumulative line, vital-few detection and an insight sentence, all computed in the visual. No DAX patterns to maintain.

    Certified by Microsoft30-day free trial: choose Buy now on the listingHow licensing works

    Datasheet
    Status
    Available on Microsoft Marketplace
    Certification
    Microsoft Power BI certified. Exports to PowerPoint and PDF, works in email subscriptions and certified-only tenants.
    Price
    $1.99 /user/mo · $19 /user/yr
    Licensing
    Per user, assigned in the Microsoft 365 admin center, with a 30-day free trial. Unlicensed viewers see the free tier, never a blocked visual.
    Data
    Computed inside Power BI. No external calls, no API keys, no telemetry.
    Visuals API
    5.11
    Accessibility
    Keyboard navigation, high-contrast mode
    Languages
    English, Czech, German, French, Spanish
    Works in
    Power BI Desktop, Service, Embedded
    Pl. V  ·  Pareto Chart  ·  the product spotrecorded from the shipped visual
    Pareto chart in Power BI with vital-few bars, cumulative line, 80 % threshold and insight sentence
    Pl. V  ·  Pareto Chart  ·  Classic 80/20: vital-few bars, cumulative line, threshold and the insight sentence, with zero setup.rendered from the shipped visual
    What it does

    SmartVisuals Pareto Chart replaces the combo-chart-plus-DAX workaround with a visual that does the analysis itself. It ranks categories by contribution, draws the cumulative percentage line, marks the threshold, colours the vital few and writes the finding as a sentence: "7 of 212 categories drive 80 % of the total". Ties are handled deterministically, the sort is stable in Desktop and in the Service, and duplicate categories are aggregated before ranking.

    For quality and inventory teams it adds what the DIY route cannot: ABC classification with custom cut-offs, a Minitab-style data table, before/after comparison with rank-change markers, small multiples per plant or region, metric switching between count and cost, and up to 30,000 categories loaded in full with a configurable Others bar. Everything is computed inside Power BI; the visual makes no external calls.

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    Free and premium

    Where the line is, exactly.

    Report authors see the full premium set in edit mode, so you can evaluate every feature on your own data before assigning a single licence. Unlicensed viewers always get a working chart.

    Free tierevery viewer
    • Correct by defaultDeterministic 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 thresholdAutomatic cumulative % line with a threshold line at any percentage (80/20 by default), plus bar values and cumulative % labels.
    • Vital few, trivial manyBars 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 OthersShow 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 optionFive 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 behaviourCross-filtering, drill hierarchies, bookmarks, tooltips, high contrast, keyboard navigation and five languages (EN, CS, DE, FR, ES).
    Premium$1.99 /user/mo · first month free
    • More than 25 categoriesRender 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 classificationA/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 modeA Minitab-style data table beside the chart with rank, value, percentage and cumulative percentage per category.
    • Before/after comparisonTwo periods side by side with rank-change markers, built for quality reviews of a corrective action.
    • Small multiplesOne Pareto per plant, line or region, each ranked on its own values, from a single group field.
    • Metric switching and a second lineSwitch the ranking between measures (count vs. cost) from a dropdown, or draw a second cumulative line for the other metric.

    Pareto chart in Power BI: why the DAX workaround keeps breaking

    Power BI has no native Pareto chart. The usual recipe is a combo chart with a cumulative-percentage measure: rank the categories with RANKX, sum every value at or above the current rank, divide by the grand total. It works on the first dataset and then it breaks in one of three ways. Two categories tie and the ranking skips a number, so the cumulative line jumps. A slicer changes the ranking context and the line no longer adds to 100. Or somebody sorts the axis by a different field and the bars are no longer descending, which is the one thing a Pareto chart must be.

    SmartVisuals Pareto Chart does the whole calculation inside the visual. Map a category and a measure and the bars are ranked by contribution, the cumulative line is drawn, the threshold is marked and the vital few are coloured, in every filter state, with no measure to maintain. Ties are broken deterministically, the sort is stable in Power BI Desktop and in the Service, and duplicate category rows are aggregated before ranking.

    The 80/20 line, and where the vital few actually end

    The threshold line defaults to 80 percent and can sit at any percentage. Every category to the left of the point where the cumulative line crosses it is a vital-few category and gets the vital-few colour; everything to the right is the trivial many. The visual writes the finding as a sentence, "7 of 212 categories drive 80 % of the total", so the reader does not have to count bars.

    Because the split is computed, not eyeballed, it survives filters. Filter to one plant and the sentence updates to that plant's own vital few. That is the difference between a Pareto chart and a Pareto analysis: the chart shows the shape, the analysis names the categories that matter right now.

    ABC classification and the Minitab-style table

    Inventory and quality teams rarely stop at one threshold. ABC classification splits the ranked categories into an A zone, a B zone and a C zone at cut-offs you choose, 80 / 95 / 100 by default, shades the zones, labels them and carries the class into every tooltip. It is the SQLBI and DAX Patterns ABC recipe, without the calculated columns.

    QM mode adds the data table quality engineers expect beside the chart: rank, value, percentage and cumulative percentage per category, in the layout Minitab and Excel Pareto templates use, so a chart pasted into an audit report carries its own numbers.

    Before and after: did the corrective action work?

    Map a period field with two values to Compare and the visual draws the two Paretos side by side with rank-change markers, so the reader sees that the defect code that led before the corrective action has dropped to fourth. Map a plant, line or region instead and the same field turns into small multiples, one Pareto per group, each ranked and scaled on its own values.

    Add a second measure to switch the ranking between count and cost from a dropdown, or draw a second cumulative line for the other metric, which answers the question that follows every defect Pareto: the most frequent defect is rarely the most expensive one.

    High-cardinality data without scroll bars

    Real SKU, customer and defect-code Paretos have hundreds or thousands of categories. The visual loads up to 30,000 of them, ranks them all, and shows the top N with the rest grouped into a single Others bar; clicking it cross-filters to every category it holds. The free tier renders up to 25 individual categories plus Others, which covers teaching examples and small defect lists; with the premium licence, Max bars goes up to 200 bars including Others. The vital few and the ABC classes are always computed on the full list.

    Values honour the format strings of your measures, so a currency measure shows as currency and a percentage measure as a percentage, and drill hierarchies work the way they do in native visuals.

    What the visual expects from your data

    One category column and one numeric measure are enough. The category can be a hierarchy for drill-down. Optional fields are Compare / Small multiples for a period or group, and Tooltips for extra measures. Nothing needs to be pre-sorted or pre-ranked; the visual ranks from the values it receives.

    It is built for defect and root-cause Paretos in quality management (ISO 9001, Six Sigma, SPC), revenue and SKU concentration in sales and inventory, downtime causes in maintenance, ticket categories in support, and any question of the form "which few of these explain most of that".

    Use cases

    Where Pareto Chart earns its place.

    Defect Pareto for a quality engineer

    A quality engineer at a Helios Manufacturing plant maps Defect code (18 codes) to Category and a Defect count measure to Value, and leaves Chart > Pareto threshold % at 80. Bars are ranked by count with the cumulative line drawn on top, and codes inside the 80 % mark take the Vital few bar color. The Vital-few sentence under the chart reads "N of 18 categories (X%) drive 80% of the total". Labels > Show bar values prints each count, all in the free tier.

    Downtime causes with drill-down and an Others bar

    A maintenance lead maps a Machine group > Downtime cause hierarchy to Category and a Downtime minutes measure to Value, and sets Chart > Max bars (rest grouped as Others) to 10. Nine causes show as bars and the rest fold into one "Others (N)" bar. Clicking that bar cross-filters the report to every cause it holds, and drilling into a machine group re-ranks its causes. The Bar colors card lists a picker under each real cause name, so "Changeover" can be given its own color. All of this is free.

    ABC classification of 400 SKUs (premium)

    An inventory planner maps SKU to Category and a Revenue measure to Value, raises Chart > Max bars (rest grouped as Others) to 100, and turns on ABC classification > Enable ABC zones with A zone up to % 80 and B zone up to % 95. The chart shades and labels the A, B and C zones, colors bars in the A color, B color and C color, and adds the ABC class to every tooltip. More than 25 individual categories and the ABC zones both need a licence in reading view.

    Before/after review of a corrective action (premium)

    A Six Sigma team maps Defect code to Category, Defect count to Value and a Period field with the two values Before and After to Compare / Small multiples. With Comparison & small multiples > Mode with a group field on Auto (2 groups = compare), two Paretos are drawn side by side under their period names. Show rank changes puts ▲, ▼ or "new" chips on the After panel, and Data table > Show data table adds the After period's rank, value, % and cumulative % with those rank changes beside the chart.

    Ranking by count or by cost (premium)

    A plant controller at Helios Manufacturing maps Defect type to Category and two measures, Defect count and Scrap cost, to Value. The Measures card appears with Active measure listing both measure names, so the ranking can switch from count to cost. Second cumulative line (measure 2) draws the other measure's cumulative line in the Second line color, which shows whether the most frequent defects are also the most expensive.

    Getting started

    From empty canvas to first chart.

    1. 01

      Map a category to Category and a measure to Value. The Pareto is ranked, the cumulative line drawn and the vital few coloured.

    2. 02

      Set Pareto threshold % and Max bars (rest grouped as Others) in the Chart card of the format pane.

    3. 03

      Add a period or group field to Compare / Small multiples: two values give a before/after comparison, more give one Pareto per group.

    4. 04

      Add a second measure to switch metrics or draw a second cumulative line, and extra measures to Tooltips.

    Get Pareto Chart

    Two ways in.

    Installation instructions for both paths are on the download page.

    Microsoft Marketplace (recommended)

    Reviewed by Microsoft, updates automatically, licences assigned in the Microsoft 365 admin center.

    Open Microsoft Marketplace

    Direct download (1.1.1.0)

    .pbiviz package, import into Power BI Desktop or Service, does not auto-update. Includes the full free tier; premium features preview in edit mode and are licensed through Microsoft Marketplace.

    Download .pbiviz

    Sample report

    A Power BI project (.pbip, zipped) on Helios Manufacturing data, with Pareto Chart 1.1.1.0 inside. Unzip it and open the .pbip file in Power BI Desktop.

    Download sample
    Accessibility

    Readable and usable for everyone.

    Tab
    Moves focus from bar to bar, in ranked order.
    Left / Right arrow
    Move to the previous or next bar.
    Home / End
    Jump to the first or last bar.
    Enter or Space
    Cross-filters the report to the focused bar. On the Others bar this selects every category it holds.
    Ctrl+Enter or Shift+Enter
    Adds the focused bar to the current selection.
    • Screen readers

      Each bar is announced with its category, its value in your measure's format, its share of the total and the cumulative percentage.

    • High contrast

      When Windows high contrast is on, bars, the cumulative line and the ABC zones use the colours Power BI provides, and the transparent background option is ignored so the chart stays readable.

    • Not colour alone

      The vital few are always the bars to the left of the threshold crossing, ABC zones carry A, B and C labels, and the insight sentence states the split in words.

    • Context menu

      Right-clicking a bar opens the Power BI context menu for that category; right-clicking empty space opens the general menu.

    • Languages

      The format pane and the text on the visual are available in English, Czech, German, French and Spanish and follow the language of Power BI.

    Release notes

    What changed, and when.

    Updates install automatically from Microsoft Marketplace. Full history.

    1. 1.1.1.0

      First release on Microsoft Marketplace.

      • Ranked bars, cumulative line, threshold and vital-few colouring; Top N with Others.
      • ABC classification, Smart Insights+, QM mode, before/after comparison and small multiples (premium).
      • Right-click context menu on empty space.
    Questions

    Asked before you did.

    More questions? Write to us or search all the documentation.

    No. Ranking, the cumulative percentage, the threshold crossing and the vital-few split are all computed inside the visual from the category and value you map, in every filter state.

    Category and Value. Category can hold up to four levels for drill-down, and Value up to four measures: the first is ranked, and the others feed metric switching and the second cumulative line (premium). Compare / Small multiples takes one optional group field, and Tooltips takes up to eight extra measures. Nothing needs to be pre-sorted.

    The free tier renders the top 25 individual categories plus an Others bar for the rest, so the chart stays correct and readable. With a premium licence, which previews free in edit mode, the Max bars setting goes up to 200 bars including Others.

    Power BI sends categories in windows of 30,000 and the visual asks for further windows when there are more. The vital-few count, the insight sentence and the ABC classes are always computed on the full list, even when most categories are grouped into Others.

    Never. Unlicensed viewers always see a working chart with the free tier plus Others. The visual never blocks a report and never shows a watermark.

    More than 25 individual categories, ABC classification, the headline callout and threshold intersection marker, the QM data table, before/after comparison, small multiples, metric switching and a second cumulative line. Without a licence, a grouped report falls back to one combined Pareto and the first measure is ranked.

    Yes. Tied values are ordered by category name, the same way in Desktop and in the Service, so the cumulative line never jumps, and rows with the same category are aggregated before ranking.

    Up to 12 panels, one per value of the group field, each showing up to 12 bars including Others. If the field has two values, the default Auto mode draws a before/after comparison instead.

    English, Czech, German, French and Spanish. The format pane, tooltips and on-chart text follow the language set in Power BI.

    No. The visual makes no external calls and requests no privileges; every calculation runs inside your report.

    Use the Report a bug block on the support page, or email hello@smartvisuals.io. A screenshot, the visual's version and a short description of the fields you bound help us reproduce it quickly.
    Troubleshooting

    When it does not look right.

    Found a bug or missing something? Post it on the requests board or vote for what others asked; the developer answers within two business days.

    The chart shows fewer categories than my data has
    The free tier renders the top 25 individual categories plus an Others bar; more individual bars need a per-user license (unlocked in edit mode). Also check Max bars (rest grouped as Others) in the Chart card of the format pane — it groups the tail into Others on purpose.
    The cumulative line does not end at 100 %
    Categories with negative or blank values cannot be ranked by contribution. Filter them out or use a measure that is non-negative for every category.
    The bars are not in descending order
    The visual ranks by the Value measure and ignores the axis sort of the field. If a different order appears, another visual's cross-filter is limiting the categories; clear the selection or check the Compare field.
    Premium features locked for a viewer
    Make sure the viewer has been assigned a license in the Microsoft 365 admin center under Billing → Licenses.
    Fields, settings & AI agents

    What goes in, and every setting.

    The fields Pareto Chart takes, with the GUID and internal names to add it to a report via PBIR or a report-authoring agent. Full catalog (JSON)

    Visual GUID
    paretoChartFBB6AC1A44E04E8A868B77348A4497AD
    RoleDisplay nameKind
    categoryCategoryGrouping
    valueValueMeasure
    groupCompare / Small multiplesGrouping
    tooltipsTooltipsMeasure
    Missing something?

    Tell us what is missing.

    A feature you need, a bug you hit, a visual that does not exist yet. Every message reaches the person who builds these visuals, and feature requests shape what ships next. We also build visuals to order.

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