Create a Pareto bar data visualization
Use a Pareto bar visualization to Identify the most important dimension in a large set of dimensions. Pareto bar visualization columns show data in descending order. A line shows the cumulative percentage.
Before you begin
Role required: Anyone with access to data can create a visualization of that data on any dashboard that they can edit. Users with the itil, report_user, admin, or viz_creator role can create a visualization in the Visualization Designer. When you create a visualization in the Visualization Designer, it is saved to the Library. For more information on access, see Report_view access control and Platform Analytics roles.
About this task
For information about the use of a Pareto bar visualization in a dashboard, see the Developer Site. This site gives information about Pareto bar data visualization components in the UI Builder, and some configuration options may differ from the Visualization Designer.
Procedure
Navigate to All > Platform Analytics > Library > Data Visualizations, or open an in-line dashboard and select Edit.
Select Create data visualization.
Select the Pareto bar visualization (
pareto bar icon\) visualization type.
- Configure the Header and border. Header and border options are the same for all data sources.
| Header and border fields | Description |
|---|---|
| Show border | Option to display a line around the component. |
| Show header | The visualization header, including title and icons. |
| Show header separator | Option to display a line separating the header from the rest of the component. |
| Chart title | Title of the visualization. |
| Title alignment | Choose Start to align the title with the start of line, End to align it with the end of the line, or Center for center alignment. |
| Description | A short overview about the visualization that the end user sees. Descriptions help users find the visualization. |
| Wrap title | Option to wrap long titles onto a second line. If false, displays an ellipsis to truncate long titles. |
| Wrap labels | Select to wrap long elements labels on the axis. |
| Max label size, px | Specify the maximum label size for element names on the axis. Default=100 px. |
| Line of truncation | Specify where to truncate long labels with an ellipsis. Options are 1, 2, and 3. |
| Bare | Option to remove padding around data visualization to provide more compact positioning on the page. Only available when Show border is turned off. |
| Show refresh option | Option to show or hide the refresh option from data visualizations. If cache is enabled on a dashboard, the Refresh option is always hidden. |
| Show export options | Option to show or hide the visualization's export types. |
| Header background color | Specify the color behind the title of the visualization. |
| Title color | Specify the text color of the title. The default title color is black, but you can choose a color that contrasts better with the header background. Only available when Header background color is selected. |
Choose a data source.
For general descriptions of the data sources, see Data sources for data visualizations.
Table (available in the base system). When you select a table, you can filter it by custom or preconfigured conditions. Custom conditions can include questions or Service Catalog variables.
Configured report sources appear in the Predefined conditions list. For more information, see Report sources.
To help you create a custom filter, there is a preview list of records that would be included in the visualization. You can change which fields are shown as columns and the width of columns in the list actions.
Preview record list for table source data visualization with list actions shown.
- Indicator \(available in the base system\). You can filter the indicator scores by breakdowns and elements. Automated indicators can be configured with selected breakdowns. Formula indicators inherit their breakdowns from the parent indicators. Data snapshots indicator breakdowns are configured in the indicator. In both cases, only those breakdowns are available when you configure a visualization based on those indicators.
**Note:** Benchmark indicators are not supported.
Conditional filter for indicator data source on data visualization.
**Note:**
You might have a multiple select \(is one of\) or dynamic \(is \(dynamic\)\) operator on the breakdown element filter. These operators require the indicator and breakdown to support them. For more information about the configurations that support these operators, see ["Is one of" and "Is \(Dynamic\)" operators on breakdown conditions in data visualizations](performance-analytics/condition-operators-ind-bkdowns.md).
Indicator types include Automated, Formula, and Manual indicators as well as Automated and Formula Data Snapshots. The Indicator Preview shows an example of the visualization and a list of the indicator's properties.
Indicator preview example with visualization example and list of properties including source type, indicator source, indicator type, additional conditions and available breakdowns.
- Usage Insights \(available with the User Experience PAR Integration application, to users with a required role\). Choose one of up to three KPIs included with this application, depending on the visualization type. For more information, see [Usage Insights data sources for data visualizations](uxa-data-sources.md).
**Note:** You can choose multiple data sources for this visualization. However, all data sources must be of the same type: table, indicator, or Usage Insights. For more information, see [Multiple data sources](multiple-data-sources.md).
Select the options for your data source.
- If your visualization represents table data, go to Table data options for Pareto bar visualizations.
- If your visualization represents indicator data, go to Indicator data options for pareto bar visualizations.
- If your visualization represents Usage Insights data, go to Usage Insights for Pareto bar visualizations.
- Under Presentation, provide display and color information.
Under Display settings, you can show the data table. This table shows graph and visualization data for easier screen reader access. You can also select whether hovering on a data value opens a tooltip with all the data values or only the details of the selected data value.
| Field \[Property\] | Description |
|---|---|
| Hide axis | Hides both the bar metric Y-axis and the pareto Y-axis. |
| Axis style | Style of the X axis.- Clean clean: Adds a straight line to the X axis. - No tick lines noTicks: Option to remove all marks from the X axis. - Standard default: Adds a line and tick marks to the X axis. Note: Only available when Show grid is true for vertical bar visualizations. |
| Axis title \(for X axis\) | Title to display on the horizontal axis of the visualization. |
| Wrap labels | Wraps long labels in the horizontal axis. |
| Max label size, px | Maximum label size for the horizontal axis, in pixels. |
| Field \[Property\] | Description |
|---|---|
| Hide axis | Hides both the bar metric Y-axis and the pareto Y-axis. |
| Axis title \(for Y axis\) | Only affects the bar axis and not the Pareto axis. |
| Show grid | Adds grid lines to the visualization. This option applies only to the Y axis. |
| Axis style | Style of the Y axis.- Clean clean: Adds a straight line to the Y axis. - No tick lines noTicks: Option to remove all marks from the Y axis. - Standard default: Adds a line and tick marks to the Y axis. Note: Only available when Show grid is true for vertical bar visualizations. |
|Field|Description|
|-----|-----------|
|Show legend|Option to display the legend.|
|Legend position|Legend location relative to the visualization: Above, Below, Right, or Left|
| Field | Description |
|---|---|
| Show data labels | Option to display the score for each data point. |
| Data label position | Location of data labels: at the top, middle, or bottom of the bars.Note: Only available when Show data labels is true. |
| Field | Description |
|---|---|
| Set color type | Type of color scheme to apply to the component. Options include: - Default: A color or set of colors that come from the UX Theme that is applied to the instance. For more information, see Working with themes in Next Experience. - Color palette: List of color palettes to select from predefined system palettes in the Chart Color Scheme \[pa\_chart\_color\_schemes\] table. For grouped or stacked data, the colors apply in order from highest value to lowest. For multiple data sources, palette colors apply in the order of data sources. For example, the first color of a palette applies to the first data source, and the second palette color applies to the second source. All visualizations that use the same color palette show the same colors, regardless of what data they display. - Fixed element color: Use a specific color from the Chart Colors table \[sys\_report\_chart\_color\] for each element. All data visualizations that use fixed element colors show the same element, such as critical incidents in the Global scope, in the same color. This option is available only for Table data sources and only if no more than one data source or metric is added, and a Group by is defined. |
- Under Chart interaction, set what if anything happens when a viewer clicks a chart or a chart segment on the visualization.
| Field | Description |
|---|---|
| Allow chart interaction | Enable an event to occur when a user clicks in a visualization or one of its segments. |
| Action | Choose the event that occurs when a user clicks in a visualization or one of its segments. Choices depend on the visualization type and data source. Applies only when Allow chart interaction is on. For more information, see Chart interactions in a data visualization.
Note: The last level of drill down in the Platform Analytics experience is always a Core UI list. Records do not open in Workspace embedded lists. Drill down to chart supports only table data sources. |
Select Save.
Navigate to All > Platform Analytics > Library > Data Visualizations to return to the Data Visualization list.
What to do next
- Add a visualization to a dashboard from the Visualization Designer
- Share a data visualization in the Visualization Designer
Table data options for Pareto bar visualizations
When you select a table data source for a Pareto bar visualization, the following Data configuration options are available.- Indicator data options for pareto bar visualizations
When you select an indicator data source for a Pareto bar visualization, the following Data configuration options are available. - Usage Insights for Pareto bar visualizations
When you select a Usage Insights data source for a Pareto bar visualization the following Data configuration options are available.
Parent Topic:Creating data visualizations