Professional Documents
Culture Documents
Pareto Chart Excel Template
Pareto Chart Excel Template
Definition: The Pareto diagram/chart is a very powerful tool for showing the relative importance of problems (or causes of a problem
Information can be collected initially by: a) an audit; b) a survey using a questionnaire; c) developing a Driver Diagram and using Multi
change ideas.
The highest frequency is the first bar in the Pareto Diagram and the next bar is the second highest frequency etc...
A graph will automatically build as you enter your information into the table below.
Steps to follow:
Step 1: Download this spread sheet onto your computer via 'Save as'.
Step 2: Starting from the top (Cause / Problem 1) enter the name of your 'Causes / Problems' into the table below in
Step 3: Delete the rows you have not used (highlight row from left hand column and 'delete').
Step 4: Enter the frequencies (#) next to the appropriate causes
Step 5: Enter the Title of your graph: Click on the graph, click on the title, then enter the information you want displayed
Step 6: To print graph: Click on graph to highlight it, then click 'print' button.
Step 7: To copy graph to Power Point presentation: Click on graph to highlight it, right click and click 'Copy', open power point file, se
Step 8: HOW TO INTERPRET YOUR PARETO CHART: The 'dots' from the red cumulative Frequency % line that fall UNDER the green "8
'priority'. However, you can act on any of the 'causes' particularly if they maybe easy to address or of high risk.
Note: Only change values is the 'white' cells. The 'grey' cells will automatically calculate based on formulas within the cells.
Template developed by Wendy Jamieson - April, 2001. Updated July 2020.
Pareto Chart template with Cumulative line and 80% cut off
Do not alter this Do not alter this Do not alter this
column. It column. It column. It
calculates calculates calculates
automatically automatically automatically
Total 0
Frequency #
Pareto C
Cause / Problem area 2 Operational Definition: Data Coll
12
Cause / Problem area 3
Cause / Problem area 4 10
Cause / Problem area 5
8
Cause / Problem area 6
Cause / Problem area 7 6
Cause / Problem area 8 4
Cause / Problem area 9
Cause / Problem area 10 2
Cause / Problem area 11 0
Cause / Problem area 12 1 2 3 4 5 6 7 8 9
ea ea ea ea ea ea ea ea ea
Cause / Problem area 13 ar ar ar ar ar ar ar ar ar
em em em em em em em em em
Cause / Problem area 14 o bl o bl o bl o bl o bl o bl o bl o bl o bl
Pr Pr Pr Pr Pr Pr Pr Pr Pr ob
e/ e/ e/ e/ e/ e/ e/ e/ e/ Pr
Cause / Problem area 15 us us us us us us us us us e /
Ca Ca Ca Ca Ca Ca Ca Ca Ca us
Total 0 Ca C
lems (or causes of a problem).
river Diagram and using Multi & Weighted Voting to tally up the number of votes when prioritising
ency etc...
u want displayed
py', open power point file, select required slide, right click and 'Paste'.
e that fall UNDER the green "80% cut off" line relate to the 'causes' that you should focus on as a
gh risk.
Cumulative %
80% line (80/20 Rule) 90%
Frequency #
10
80%
70%
8
60%
6 50%
40%
4
30%
20%
2
10%
0 0%
Cause / Cause / Cause / Cause / Cause / Cause / Cause / Cause / Cause / Cause / Cause / Cause /
Problem Problem Problem Problem Problem Problem Problem Problem Problem Problem Problem Problem
area 1 area 2 area 3 area 4 area 5 area 6 area 7 area 8 area 9 area 10 area 11 area 12
Title:
Pareto Chart
nal Definition: Data Collection Date/s: Sample Size:
5 6 7 8 9 1 0 1 1 1 2 1 3 1 4 1 5
ea ea ea ea ea ea ea ea ea ea ea
ar ar ar ar ar ar ar ar ar ar ar
em em em em em em em em em em
o bl o bl o bl o bl bl bl bl bl bl bl
/ Pr Pr Pr Pr Pr
o
Pr
o
Pr
o
Pr
o
Pr
o
Pr
o
e/ e/ e/ e/ e/ e/ e/ e/ e/
us us us us us us us us us
Ca Ca Ca C a C a C a C a C a C a
100%
Cumulative %
80%
70%
60%
50%
40%
30%
20%
10%
0%
Cause / Cause / Cause /
Problem Problem Problem
area 10 area 11 area 12
#
Fr e que ncy
Pareto Chart examples Example data only Pareto Chart example
100
9 2
90
8 3
80
70
60
50
40
30
20
10
0
Total 3797
Fr equenc
4 0
3 0
2 1
2 0
1 6
1 1
1 0
0
X-rays Be d sh o rt age on Re vi e w by te am Do c t o r
wa rd
Fr equency
Cause s of Dischar ge De lay fr om Em e r ge ncy D
6 0 Pa r e t o Cha r t
Audit of dischar ge de la ys in M a y & June (
5 2
5 0
4 0
3 0
2 1
2 0
1 6
1 1
1 0
0
X-rays Be d sh o rt age on Re vi e w by te am Do c t o r
wa rd
X-rays 52
Bed shortage on ward 21
Review by team 16
Doctor busy 11
Patient complications 4
Other 3
Total 107
Example data
only
fa
of
Nulls
mber
10
6
0
Bed si de Chai r Toi l et In room Bat hroom Wa l ki ng
frame
Area wher e patient fall occu
Bed side 23
Chair 12
Toilet 6
In room 4
Bathroom 2
Walking frame 2
Walking on ward 2
Nurses station 1
Transferring from Bed to com 1
lls
Wheelchair 1
fati e nt
Total 54
Example data
Pa
only
of
N um be r
1 4
1 2
1 5
1 4
Ope r ati ona
1 0
l
ina
12
How
de finiti on:
dve r t e nt ly
m ont h
A
wa
fa
on
ll
s
r e t r ospe c
is
pa
a
t he
ti e nt
n
ti ve
Pa
gr ound
a
m oving
ret o
e ve nt
udit
Cha
w hic
or
of
h
w
rt
floo
Age
Frequency
1 0
6
4
4 3 3
2
they moving
Attempting to stand 15
Walking 14
Getting out of bed 10
Attempting to sit down 4
Bending/leaning/reaching over 3
Climbing over/around bedrails 3
Not known 2
Transferring from Chair to bed 2
Slid off bed pan 1
Slipped off chair 1
Total 55
Example data
only
What was the patients
activity at the time of the Frequency What was the patients activity
Pareto Ch
Number of Falls
fall 12
11 Operational definition: A fall is an event whi
Attempting to stand 11 inadvertently on the ground or fl
Getting out of bed 6 10 12 month retrospective
Moving 6
Standing 6 8
Walking 6
Moving to go to toilet 5 6 6 6 6
6
Sitting 5 5 5 5
Toileting 5
Attempting to sit down 2 4
Climbing over/around bedrails 2 2 2 2
Sleeping in bed 2 2
Transferring from Chair to bed 2
Bending/leaning/reaching 0
d ed g g g t ng g n s d
over 1 an fb ov
in in in ile tin ow ail be
st o an
d alk to Sitti ile d dr in
Changing pad 1 o ut M St W to To sit be g
gt o go to nd in
n
ng u ep
pti to ng ro Sle
C
Picking up item off floor 1 em Ge
tti
vin
g
pti er/a fro
m
tt o em
Sleeping in chair 1 A ov n g
M Att ng rri
bi fe
Other 1 lim a ns nd
C Tr Be
Total 63
Example data
only
5
4
Reasons why a Risk Screen was not conducted on a
Number of v
9 (reasons stated by staff in Focus Group meeti
8
Pareto Chart (n=33)
8
7
7
eMR fragmented / difficult to 7 6
use 6
No access to computer on 6 5
ward to complete risk screen 4
4
Screening too time consuming 4
3
Got interrupted and did not 4
complete falls screen 2
0
Thought it was not 2 Too busy eMR fragmented No access to Screening too Got inte
mandatory to risk screen / difficult to use computer on time consuming and d
ward to com- compl
Total 33 plete risk screen scr
Example data
only
140
No Transport 185 80
No childcare 49
No information 35 60 49
See no need 33 40 35 33 29
Cost 29
No clinic 25 20
No time 12 0
Total 368 No Transport No childcare No information See no need Cost
Example data
only
Number of complaints
vot e s
what was the pebble (or pebbles) in your
shoe?
of
N um be r
Causes # of votes 4
5
0
0
3 5
2 3
2 2
2 0
St a
t o
ff
1 9
vot e s
pr ovide
1 8
on
M
high
e nt a
t he
qua
1 7
l
t op
He a
/
lit y
Pa
c
lt h
m ost
a
1 6
r e
St a
r e t o
for
1 3
ff
Cha
M
Foc
r t
im por t a
us
nt
e nt a
1 0
l
Gr oup
issue s
He a
9
lt h
8
t o
c o
35
0
Incomplete documentation 25
in eMR
Count
Metabolic monitoring 28
Care plan 21 15
Admission checklist 20
Fall risk screen 6 10
0
Metabolic Care plan Admission Fall risk Snr Medical Correct
monitoring checklist screen Officer
countersign
MDS
10
6
5 4 4
Correct GP 4
Strengths based language 4
0
No GP documented 3 Metabolic Care plan Admission Fall risk Snr Medical Correct
monitoring checklist screen Officer
Total 90 countersign
Example data MDS
only
Tally of reason
Reasons for incomplete Reasons for incomplete metabolic monitoring in Acute Care Menta
metabolic monitoring in Tally of Pareto Chart
35 (n=135)
Acute Care Mental Health Reasons 30
Unit 30 27
Missing equipment 30 25
Staff forgot 27 20
20 18
Business of Unit 20
Agency staff unaware 18 15 12
10
Broken equipment 12 10
Unit staff unaware 10
5
Consumer acuity 10
Consumer refusal 6 0
t t t e t e
Reason undetermined 2 en r go U ni ar en ar u
pm fo of na
w
pm aw ac
Total 135 ui ta
ff ss u ui un er
ge
q S ne aff eq aff m
si st en st su
Example data in Bu cy t n
i ss ok ni Co
only M en Br U
Ag
Delirium Screen 12 25
Cognition screen 7 21
Intentional Rounding 5 20 19
Environment management 1
Safe Mobilisation 1
15
Example data 12
only
10
0
Multidisc. Othostatic Medications Risk As- Falls Screen- D
Rounds hypotension review sessment ing
monitoring
%
#
ti ve
Fr e que ncy
Cum ula
Pareto Chart example with Cumulative line
Types of Medi ca tion Errors Examp le data
Pa ret o Cha rt o nly
100
9 2 12 mont hs of ret ros pective i nci dent da ta (n=430) 10 0%
90 8 0 % line (8 0 / 2 0 Rule ) 90%
8 3
80 7 6 80%
70 70%
5 9
60 60%
5 3
50 50%
40 40%
30 2 7 30%
20 1 6 20%
9 7
10 4 10%
3 1
0 0%
Number of incidents reported
Name of Medication
1 6
1 1
4 3
Re vi e w by te am Do c t o r bu sy Patie nt c o m p l i c a- Ot he r
tions
ar ge De lay fr om Em e r ge ncy De par t m e nt
Pa r e t o Cha r t Example data
scha r ge de la ys in M a y & June (n=1 0 7 )
onl y
1 6
1 1
4 3
Re vi e w by te am Do c t o r bu sy Patie nt c o m p l i c a- Ot he r
tions
h er e p atien t fall o c c u r r ed on A g ed C ar e W ar d
P ar et o C h ar t
n itio n : A fall is an ev en t wh ic h r esu lt s in a p atien t c o min g t o
r est
r t en t ly on the g ro u n d or flo o r or o t h er lo wer lev el.
mo n t h r et r o sp ec tiv e au d it of in c id en t d at a (n
4
2 2 2
1 1 1
E
x
a
m
p
l
e
d
a
t
a
o
n
l
y
How wa s pa ti e nt m oving w he n t he y fe ll
Pa ret o Cha rt
niti on: A fall is a n e ve nt w hich r e sult s in a pa ti e nt com ing t o r e st
e r t e nt ly on t he gr ound or floor or ot he r low e r le ve l. E x a m p le
nt h r e t r ospe c ti ve audit of Age d Ca re Wa rd inc ide nt da d a ta o n ly
4
3 3
2 2
1 1
at was the patients activity at the time of the fall
Pareto Chart
ition: A fall is an event which results in a patient coming to rest
ertently on the ground or floor or other lower level.
12 month retrospective audit of Aged Ca
5 5
2 2 2 2
1 1 1 1 1
ng tin
g n
ail
s
be
d d ve
r
pa
d or air he
r
itti ile ow dr be go flo ch Ot
d
be in to ng ff n
To sit in
g
air h in gi o
ng
i
to nd ep ac an m pi
ng
u Ch re Ch ite
ro Sle m g/ p lee
pti er/a fro
ni
n g u S
em ov ng lea in
Att ng rri g/ P ick
bi e in
sf nd
lim an Be
C Tr
5
4
3
2
1 1 1 1
4 4
creen was not conducted on admission
by staff in Focus Group meeting)
reto Chart (n=33)
4 4
2 2
33 29 25
12
8 7 7 6
3 2
8 7 7 6
3 2
1 6
1 3
1 0
9
8
7
5
3
1 1
6
4 4 4
3
12
10 10
6
2
t l
en ar
e i ty sa ed
w u fu in
pm na ac r e rm
ui u er er te
eq ta
ff m
um de
n su un
ke i ts on ns
o
Un C Co on
eas
R
ntipsychotic monitoring
areto Chart
(n=114)
10
8 8 7
n e t s ls se
tio ar en sa au
ca aw m efu c
un nt r ar
ff oi er c le
ta p um Un
als ap ns
ni
c ed Co
i i ss
Cl M
39
33
25 21 26
12 8
19
12 12
7
5
1 1
s Risk As- Falls Screen- Delirium Cognition Intentional Environment Safe Mobilisa-
sessment ing Screen screen Rounding management tion
#
Fr e que ncy
Simple Pareto Chart example
Types of Medi ca tion Errors
Paret o Cha rt Example data only
100
9 2
12 mont hs of ret ros pective i nci dent da ta (n=430)
90
8 3
80 7 6
70
5 9
60
5 3
50
40
30 2 7
20 1 6
9
10 7
4 3 1
0
r e p or t e d
i nc i de nt s
of
be r
um
N
5 0 0
4 0 0
2 9 3
3 0 0 2 3 3 2 1 1 2 0 4 1 9 3 1 8 2
2 0 0
9 7 7 9
1 0 0 5 9 4 9 3 3
0
Name of Me dicati on
Causes of discharge delay
from Emergency Department
P
Pie Chart i
1 e
4
4 3
3 1
27 16 9 7 92
c
h
a
53 r
t
i
s
n
o 83
t
59 76
r
e
c
o
m
Dose mi ssed Wrong time Wrong drug m
Over dose
e
Wrong patient Wrong route Wrong cal cul ation Dupl in
c ated drugs
Under dose Wrong IV rate Techni que error d
Unauthori sed drug
e
d
a
s
i
t
i
s
d
i
f
f
i
c
u
l
t
t
o
i
n
t
e
r
p
r
e
t
c
o
m
p
a
t
e
d
t
o
a
P
a
r
e
t
o
C
h
a
r
t
E xa m pl e da t a onl y
7 9 5 9 4 9 3 3
Frequency
21
11
4
3
52
16
107
83
e
ed drugs
ri sed drug
Pareto Principle or 80/20 Rule
The Pareto Principle was developed by 20th century business scholar Joseph Juran, who named the rule afte
Juran described it as the rule of the “vital few and trivial many" since it's used to weed out less important fac
Further reading:
The Pareto principle (also known as the 80–20 rule, the law of the vital few, and the principle of factor sparsi
Management consultant Joseph M. Juran suggested the principle and named it after Italian economist Vilfred
Essentially, Pareto showed that approximately 80% of the land in Italy was owned by 20% of the population;
Pareto developed the principle by observing that 20% of the pea pods in his garden contained 80% of the pea
It is a common rule of thumb in business; e.g., "80% of your sales come from 20% of your clients."
HOW TO INTERPRET YOUR PARETO CHART: The 'dots' from the red cumulative Frequency % line that fall UNDER the green "80% cut
However, you can act on any of the 'causes' particularly if they maybe easy to address or of high risk.
Cumulative
Causes # Cumulative % 80% Cut off
Total
Cause 1 380 380 39% 80%
Cause 2 300 680 70% 80%
Cause 3 130 810 83% 80%
Cause 4 60 870 89% 80%
Cause 5 40 910 93% 80%
Cause 6 30 940 96% 80%
Cause 7 20 960 98% 80%
Cause 8 10 970 99% 80%
Cause 9 5 975 100% 80%
Cause 10 3 978 100% 80%
Total 978
who named the rule after Italian economist Vilfredo Pareto.
ed out less important factors in decision making.
principle of factor sparsity) states that, for many events, roughly 80% of the effects come from 20% of the causes.
Italian economist Vilfredo Pareto, who, while at the University of Lausanne in 1896, published his first paper "Cours d'écon
y 20% of the population;
contained 80% of the peas
ll UNDER the green "80% cut off" line relate to the 'causes' that you should focus on as a 'priority'.
Vital Few
400 380
Contribute to 80% of the problem
100%
90%
Cumulative %
350
Frequency #
2200 50%
0 40%
%150 130
30%
100
o 60 20%
f 50 40
30 10%
20
10 5
t 0
3
0%
h Cause 1 Cause 2 Cause 3 Cause 4 Cause 5 Cause 6 Cause 7 Cause 8 Cause 9 Cause 10
e
c
a
u
s
e
s
m 20% of the causes.
d his first paper "Cours d'économie politique."
Creating at Pareto chart via a Pivot table
Also watch and learn from this You Tube clip: https://www.youtube.com/watch?v=dMWq48_TsNo