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How to create simple Pareto chart in Excel?

Author Xiaoyang Last modified

A Pareto chart is composed of a column chart and a line graph, it is used to analyze the quality problems and determine the major factor in the production of quality problems. If you want to create a Pareto chart in your worksheet to display the most common reasons for failure, customer complaints or product defects, I can introduce the steps for you.


Create a pareto chart in Excel 2016, 2019, or 365

If you are using Excel 2016, 2019, or 365, you can easily create a pareto chart as follows:

1. Prepare the source data in Excel, and select the source data.
Prepare and select the source data

2. Click Insert > Insert Statistic Chart > Pareto.
Click Insert > Insert Statistic Chart > Pareto

Then the pareto chart is created. See screenshot:
the pareto chart is created

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Create a Pareto chart in Excel 2013 or earlier versions

To create a Pareto chart in Excel 2013 or earlier versions, please do as this:

1. Type and list the number of each complaints or defects of your production in a worksheet like the following screenshot:
Type and list the source data

2. Sort this data in descending order by selecting the cell B4 in this case and clicking Data > Sort Largest to Smallest icon.
click Data > Sort Largest to Smallest to sort the data
And now your values in column B are in descending order as below screenshot shown:
the values are sorted in descending order

3. Then calculate the Cumulative Count by entering this formula =B4 into the cell C4 in this case, and press Enter key.
calculate the Cumulative Count

4. In cell C5, type this formula =C4+B5, press Enter key, and select cell C5 then drag the fill handle to the range that you want to contain this formula, and all the Cumulative Count values in column C have been calculated. See screenshots:
calculate the Cumulative Count values
drag and fill the formula to other cells

5. Next, you need to calculate the Cumulative Percentage, in cell D4 for example, input this formula =C4/$C$11, (the cell C4 indicates the number of the first complaints, and the cell C11 contains the total number of the complaints) and then drag the formula down to fill the range you want to use.
calculate the Cumulative Percentage
drag and fill the formula to other cells
Tip: You can format the cell to percentage formatting by selecting the range and right clicking to select Format cells > Percentage.

6. And now your data is complete and ready to create a Pareto chart, hold down the Ctrl key select data in column A, column B and column D, and then click Insert > Column > Clustered Column, see screenshot:
click Insert > Column > Clustered Column

7. And you will get a chart as follows:
the chart is inserted

8. Then select one red bar (Cumulative Percentage) and right click, then choose Change Series Chart Type from the context menu, see screenshot:
select one red bar and choose Change Series Chart Type

9. In the Change Chart Type dialog, select Line with Makers, and click OK. And you will get the chart like the following screenshots shown:

select Line with Makers in the dialog box
the bars are converted to a line

10. And then select the red line, right click and choose Format Data Series, in the Format Data Series dialog box, select Series Options and check Secondary Axis in the right section. See screenshots:
select the red line, right click and choose Format Data Series
select Series Options and check Secondary Axis in the dialog box

11. Then close the dialog, and the secondary axis has been added to the chart, go on selecting the percentage axis and right clicking to choose Format Axis.
 select the percentage axis and right click to choose Format Axis

12. In the Format Axis dialog, check Fixed radio button beside Maximum, and set the number to 1.0 in to the text box. See screenshot:
check Fixed radio button beside Maximum, and set the number to 1.0 in the dialog box

13. And then close the dialog, the Pareto chart has been finished completely as following screenshot:
the Pareto chart is finished completely


Demo: Create a simple Pareto chart in Excel

 

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