# Pareto charts Pareto analysis is based on the 80/20 rule: a small share of causes often brings most of the results. In fundraising, that could mean 20% of your supporters give 80% of your income, or a few appeals bring in most of your donations. A Pareto chart combines a column chart and a line. With a descending sort order, the columns show your values from highest to lowest, so the top performers come first. The line shows the cumulative percentage, so you can see where a threshold such as 80% falls. The chart shows whatever ratio is in your data, not necessarily 80/20. Orbit has two Pareto tiles: - **Banded Pareto**: Which records, such as your top-giving supporters, make up most of a value - **Categorical Pareto**: Which categories, such as appeals or destinations, make up most of a value > [!NOTE] > > You can add only one Pareto tile to a dashboard. ## Banded Pareto A Banded Pareto tile finds your top records by a numeric variable, such as your top donors by total giving, or your most frequent complainers by number of complaints. It splits the records into bands with equal numbers of records in each. For example, 10 bands put 10% of your supporters into each band, according to how much they've given. ### Add a Banded Pareto tile You set the value and the number of bands in the tile editor. To add a Banded Pareto tile: 1. [Add a tile]() and choose **Banded Pareto** as the **Tile Type**. It's in the **Solutions** group. 2. Under **Value**, add a numeric variable, such as total giving. 3. Set the **Number of Bands**. 4. Choose a **Sort Order**. To see your top records first, choose **Descending**. 5. Select **Apply**, then **Save** the dashboard. ### Filter by the top bands Hover over a column to see its band, the number of records in it, and its total value. Hover over a point on the line to see the cumulative percentages. Select a column or a point on the line to select it and every band to its left, then select **Add to filter**. To add more bands later, select them and select **Update Filter**. To remove the filter, select **Clear Pareto Filter** on the chart, or delete the filter from your user filters. A Banded Pareto filter selects the top percentage of records, rather than fixed value bands, because the bands are recalculated for the records you select. So the filter always selects, for example, your top 50% of donors. You can also [create an audience from the filter]() with **Create Audience from Filters**. The audience also selects the top percentage, rather than fixed bands. ### Worked example with bookings on a person-level dashboard One person can have many bookings, so a Banded Pareto tile based on a booking variable needs care on a dashboard that counts people. On a person-level dashboard, a Banded Pareto tile uses 10 bands of the **Profit** variable from the **Bookings** table. The tile doesn't add up profit for each person. It treats bookings as separate records, and splits them into 10 bands with equal numbers of bookings, based on each booking's profit. So a person with a high-profit booking and a low-profit booking has bookings in both bands. The tooltip for the top 60% of bookings shows a cumulative profit of £170,735,657. When you add those bands as a filter, the dashboard selects the 767,733 people who made those bookings. But those people also made other, less profitable bookings: 1,636,735 bookings in total, with a profit of £185,649,314. The difference of £14,913,657 is the profit from their other bookings. > [!TIP] > > To see everything your top people did, build the dashboard at a person level. To analyse only the transactions themselves, build it at a transaction level. To select people by their total profit over time, use a person-level variable in the Banded Pareto tile. ## Categorical Pareto A Categorical Pareto tile sorts the categories of one variable by a numeric value, from highest to lowest. For example, with **Destination** as the category and **Profit** as the value, it shows which destinations bring in around 80% of your profit. ### Add a Categorical Pareto tile You set the category and the value in the tile editor. To add a Categorical Pareto tile: 1. [Add a tile]() and choose **Categorical Pareto** as the **Tile Type**. It's in the **Solutions** group. 2. Under **Category**, add the variable whose categories you want to compare, such as Destination or Product Category. 3. Under **Value**, add the numeric variable to sort by, such as sales, profit, or number of complaints. 4. Select **Apply**, then **Save** the dashboard. To show only the categories that make up part of the value, turn on **Category Limit** for the category and choose a **Type** such as **Value %**. To let viewers change the limit, turn on **Allow the user to adjust this limit**. ### Filter by the top categories Select a column to select it and every higher-value category to its left. Or select a point on the line to select the categories that make up that cumulative percentage, such as 80% of profit. Tooltips show the value and the cumulative totals for each category. To filter the dashboard to the categories you've selected, select **Add to filter**. To add or remove categories later, change your selection and select **Update Filter**. To remove the filter, select **Clear Pareto Filter** on the chart, or delete the filter from your user filters. > [!NOTE] > > The filter names the categories you selected. If the data changes and other categories become the top performers, select the categories again to update the filter. An audience you saved from a Categorical Pareto filter doesn't update automatically. ## How Pareto filters affect the dashboard Pareto filters appear in their own **PARETO** filter section. A Pareto filter applies to every other tile on the dashboard, so you can explore what your top categories or records have in common, such as where your top donors live or which appeals they give to. > [!CAUTION] > > User filters from other tiles affect every tile except the Pareto tile. The Pareto tile keeps showing its data based on the dashboard filters only.