Lean Tools, Training, and Systems

Pareto Chart template

to create a pareto diagram for pareto analysis

When and why to use your Excel Pareto Chart

Use your Pareto template

to identify the 20% of types of problems
that comprise 80% of your total problems

to know where to focus your efforts

for root cause analysis and quality improvement.

Pareto Chart in Excel

also known as a pareto graph

This Excel Pareto Chart template has several very extremely useful features:

Your pareto chart can instantly update as your source Excel data changes
Your source Excel data can be either vertical or horizontal
You can enter data directly into your pareto chart template,

or you can link to source data in another workbook,

or you can copy your Pareto Chart into the workbook containing the source data

Sample Excel Pareto Chart template example

Notice that if your have more than 10 categories, all remaining categories are (correctly) grouped into the final category called 'Other"

If your organization has not yet provided a license, download your free trial Pareto Chart template now

Training

What is a Pareto Chart?

Use a Pareto graph to quickly and visually identify the things (usually problems) that occur most frequently.

The 'Pareto Principle' is that 80% of your resources are spent on 20% of your problems.

So your goal is to go resolve those problems first.

Focus your attention on the problems that have the tallest bars on the chart.

How to use your

Pareto Chart template

Find and open your template

Find and open your Pareto Chart template

(Pareto.xlsx)

in the same way that you find and open your other 150+ Systems2win templates.

If you don't yet own a license, you can download your free trial now.

Save your working document

following the usual document storage and naming conventions established by your leaders

Open a Blank Sheet

When you're ready to start doing your own real work...

click the button to 'Open a Blank Sheet'

Excel Ribbon > Systems2win tab > Open a Blank Sheet

This blank sheet is where you will do your real work

(not on the Sample sheet — which gives you sample data that is extremely helpful for learning how to use your new tool, but is the wrong place to do your real work)

Rename your new sheet.

Or... Insert Sheet

As an alternative to opening a stand-alone document (as instructed above),

you also have the option to Insert Sheet into any other Excel workbook.

(which also gives you the option to Link Data so that your chart instantly changes as your data changes)

If English is not your preferred language

Switch to your language, just like every Systems2win Excel template.

Now your team is ready to start using your

Excel Pareto Chart

Enter your Header Data

Edit the 'Chart Title', 'Y Axis Title', and 'Revised Date' in the header data at the top of the page.

Notice that the header data that you enter will also automatically also appear in the chart itself.

Choose Horizontal or Vertical Data

Choose whether to use Horizontal or Vertical data

by using the dropdown list in the 'Data Type' field.

Enter your data and data labels

Option 1) Manually type your data and labels

Option 2) Copy and paste your data & labels

perhaps using Paste Special to paste only Formulas or Values

Advanced Features

Copy a picture of your Pareto Chart to any other document

Simple click the Copy Chart button

to copy a picture of your chart to the clipboard

where it can then be easily pasted to ANY other type of document

(such as Word, PowerPoint, Visio, etc.)

Add a Pareto Chart to any workbook

Before you even start following the instructions above…

first use the special Systems2win Insert Sheet button

to copy the entire chart sheet into the workbook containing your source data.

For a chart that instantly updates as your data changes

a very powerful feature that most Excel Pareto charts can't do

Follow the standard instructions (above)

but rather than copying & pasting your data and labels,

use Excel's Link Cells feature to auto-populate from the source worksheet

(which is now in the same workbook with your copied chart sheet)

On your copied chart sheet...

select the chart, (by clicking near the outside border), and copy it.

Paste to the sheet containing the source data.

Resize it to fit nicely.

Video: How to use
special features to
Insert Sheet, and Link Data

Whenever your data changes,
your Pareto Chart will instantly refresh

which is far nicer than most Pareto Chart software, where you have to remember to manually update your chart every time that your data changes

and if you forget to manually update your chart, (which is so easy to do), then your chart is pure and simple wrong

which can have career-changing consequences when your (wrong) Pareto Diagram is relied upon to make real-world decisions with real-world consequences

Standard Features

With your Excel Pareto Chart, of course you also have all of the other standard features that are common to every one of your other 150+ Systems2win Excel templates:

All of the familiarity of Microsoft Excel
Helpful online training and videos
Click a button to switch between languages
such as Spanish, Portuguese, Chinese, German, and French
Easily personalize any Systems2win template
in ways that are automatically found and transferred every time that you upgrade your templates
Free technical support

Why re-invent?

More Pareto Chart Templates

The Pareto Chart template (that you can download as a free trial) is designed to quickly create a chart:

by entering a small amount of data
by copying & pasting existing data
by linking to your data (so that your chart updates instantly as your data changes)

Also consider using your other Systems2win templates that also have a Pareto Chart as a standard feature:

Trends Visual Scorecard

While the Pareto template is useful for creating a chart from existing data...

you might use your Trend Analysis template even more often

Why? Because it provides a well-conceived way to organize your data

AND instantly generates 3 different Pareto charts without you needing to do anything but enter your data.

Cause and Effect Matrix

If your purpose is to choose where to focus your attention for process improvement

then also consider using your Cause & Effect Matrix template.

Pareto Diagram: Excel Pareto Chart

This Excel Pareto chart template

comes with many other useful
Quality Improvement tools

The right DMAIC tools
to Define, Measure, Analyze, Improve, and Control
the quality of ANY process

Download free trial

New User Training

Your Systems2win templates come with free New User Training
to quickly learn features that are common to all 150+ templates

Questions?

One huge benefit of owning your Systems2win templates is Support when you need it

Training and Coaching

Consider Training and Coaching to support your teams to succeed

Training to get you started.
Tools you won't outgrow.

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