Mastering Tableau 2019.1 - Second Edition

Exercise: steps for a Pareto chart – the basics

The following are the steps:

1. Within the workbook associated with this chapter, navigate to the worksheet entitled Pareto - Basic and select the Bank data source.
2. In the Data pane, change Account # to a dimension.
3. Place Account # on the Columns shelf and Current Loan Balance on the Rows shelf.

4. Click on the Fit drop-down menu and choose Entire View.
5. Right-click on the Account # pill and select Sort. Set the sort to Descending by the aggregated sum of the field Current Loan Balance.
6. Right-click on SUM(Current Loan Balance) located on the Rows shelf and select Add Table Calculation. Choose the settings as shown in the following screenshot:

7. Drag an instance of Account # to the Detail shelf. ...