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Pareto Chart Excel Template
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 DESCENDING or
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. 35
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.
30
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 25
Rejected
Total rule)
Missunderstanding
Requirement 30 17 57% 80% 20
Owner Not Cooperative 30 5 17% 80%
Bad Location 30 4 13% 80%
High Room Per Night Price 30 2 7% 80%
Low Demand 30 2 7% 80% 15
Total 30
10
Causes #
Missunderstanding
Requirement 17
Owner Not Cooperative 5 0
Bad Location 4 M
Frequency
18 17
16
14
12
10
8
6 5
4
4
2
0
t e n
en tiv ati
o
m ra
i re pe L oc
u o d
R eq t Co Ba
i ng r No
d
an ne
r st Ow
de gh
Hi
Reason Of Rejected Contra
un
i ss
M
blems (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 aNumber Of Rejected Contract
gh risk. 35
30 30 30
30
25
Rejected
20
15
10
0
Missunderstanding Requirement Owner Not Cooperative Bad Location H
5
4
2 2
v e n e d
ati ati
o
P ri c an
er oc ht
m
L ig De
d w
Ba rN Lo
Pe
om
Ro
h
ig
Reason Of Rejected Contract
H
cted Contract
100%
90%
30 30 80% line (80/20 Rule) 30
80%
Cumulative %
70%
60%
50%
40%
30%
20%
10%
0%
Bad Location High Room Per Night Price Low Demand
Pareto Chart examples Example data only Pareto Chart example
100
Cumulative 80% (80/20 92
Type of Medication error # Cumulative %
Total rule)
Frequency #
90
83
Dose missed 92 92 21% 80% 80
Wrong time 83 175 41% 80%
70
Wrong drug 76 251 58% 80%
Over dose 59 310 72% 80% 60
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
6 0 Cause s of Dischar ge De lay fr om Em e r ge ncy De p
Pa r e t o Cha r t
Audit of dischar ge de la ys in M a y & June (n=
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
0
Bed si de Chai r Toi l et In room Bat hroom Wa l ki ng
frame
Area wher e patient fall occur
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
fa
Total 54
ti e nt
Example data
Pa
only
of
N um be r
1 2
1 0
1 0
Frequency
6
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
Number of Falls
fall
12 Pareto Cha
11 Operational definition: A fall is an event whic
Attempting to stand 11 inadvertently on the ground or flo
10 12 month retrospective a
Getting out of bed 6
Moving 6
8
Standing 6
Walking 6
6 6 6 6
Moving to go to toilet 5 6
5 5 5
Sitting 5
Toileting 5 4
Attempting to sit down 2
Climbing over/around bedrails 2 2 2 2
2
Sleeping in bed 2
Transferring from Chair to bed
Bending/leaning/reaching 2
0
over 1 d d g g g t ng g
wn
s d
an be in in in ile tin ail be
st f ov an
d alk to Sitti ile do dr in
Changing pad 1 gt
o to M St W to To sit be g
ou go to d
ep
in
pti
n
ng to un C
Picking up item off floor 1 tti g ng ro Sle m
em Ge in pti r/a ro
Att ov em ov
e
ng
f
Sleeping in chair 1 M Att ng rri
b i
s fe
Other 1 im an nd
Cl Tr Be
Total 63
Example data
only
Number of votes
was not conducted on
admission (reason stated by Reasons why a Risk Screen was not conducted on admissio
Frequency 9 (reasons stated by staff in Focus Group meeting)
staff member)
8 Pareto Chart (n=33)
8
7
Too busy 8 7
6
eMR fragmented / difficult to 7 6
use
5
No access to computer on 6
ward to complete risk screen 4 4
4
Screening too time consuming 4
3
Got interrupted and did not 4 2
complete falls screen
1
Thought it was not relevant 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- comple
Total 33 plete risk screen scr
Example data
only
140
No information 35 60
49
See no need 33
40 35 33
Cost 29 29
No clinic 25 20
No time 12
0
Total 368 No Transport No childcare No information See no need Cost
Example data
only
mber of complaints
Example data
only
Causes # of votes
40
Number of votes
Care Planning 13 15 13
Admission process 10 10
9
10 8
Boredom 9
Clinical Information sharing 8 5
Medication reconciliation 7
Policy 5 0
re e ) ng rk t g s g
io
n ar lth on en in es om in
Clinical Review 3 ltu
es
s
te
c ea lati affi wo m nn oc ed ar
Cu gr na lh ca St am
n la r r s h
& ag io ica es Te vir
o P n
p Bo on
ip ys re io
Inter-ward transfer 1 rs
h n
&
pa
ss
Ph (d
e- En Ca iss m
ati
n
re
c
tio r
de om on Ad
m fo tio
Leave 1 L ea gita C nti Il n ic a
ga rve ica ed
in te in M
Total 227 ag in Cl
an rly
M ea
Example data &
on
only nti
eve
Pr
Count
Incomple t e doc ume nt ation in E le ct r onic M e dical Recor d (e M
Audit in Acut e Care M e nt a l H ealt h U nit (n= 90)
30
28
25
21
20
20
15
10
6
5 4 4
0
M eta bol i c Care pl an A dmi s si on Fa l l ri sk Snr M e di c a l Correct
moni t ori ng c hec kl i st sc re e n Offic er
c ount ers i gn
M DS
Incomplete documentation
in eMR Count
Audit in Acute Care Mental Health
Unit
Metabolic monitoring 28
Care plan 21
Admission checklist 20
Fall risk screen 6
Snr Medical Officer countersign MDS 4
Correct GP 4
Strengths based language 4
No GP documented 3
Total 90
Example data
only
Tally of reason
Reasons for incomplete Reasons for incomplete metabolic monitoring in Acute Care Mental
metabolic monitoring in Tally of 35 Pareto Chart
Acute Care Mental Health Reasons (n=135)
30
Unit 30
27
Missing equipment 30
25
Staff forgot 27
20
Business of Unit 20 20 18
25 24
Poor Communication 10
20
Clinical staff unaware 8 20
Missed appointments 8 15
Consumer refusals 7 10
10 8 8
0
t e s
en GP o n o n
ar en
t
m n ati ati w
ip eo rm ic na tm
20
20
15
10
10 8 8
Unclear cause 2
Total 114 5
Example data 0
only t e s
en GP o n o n
ar en
t
m n ati ati w
ip eo rm ni
c na nt
m
Eq
u nc nf
o u ff
u
oi
g lia li m ta p
in r e ra om als ap
i ss er fe
r C i c ed
M Ov re or in i ss
d Po Cl M
ite
m
Li
Number of c-sections
Indications for elective
caesarean section #
Previous caesarean section 152
Malpresentation 87 Indications for Elective Caesarean Section
160 152 Pareto Chart
Major degree placenta previa 50 (n=506)
140
Hypertensive disorders 44
120
Foetal macrosomia 39
100
Risky obstetric history 33 87
Multiple pregnancy 25 80
Total 497
Example data
only
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
12
10
0
Multidisc. Othostatic Medications Risk As- Falls Screen- D
Rounds hypotension review sessment ing
monitoring
Pareto Chart example with Cumulative line
Example data
only
Types of Medication Errors
100
Pareto Chart 100%
12 months of retrospective80%
incident
line (80/20data
Rule) (n=430)
Cumulative %
92
Frequency #
90 90%
83
80 76 80%
70 70%
59
60 60%
53
50 50%
40 40%
30 27 30%
20 16 20%
9 7
10 4
10%
3 1
0 0%
Number of incidents reported
Example data
Medication Safety Incidents by Medication Name only
Pareto Chart
Cumulative %
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
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
har 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
W 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
fin 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
er t en t ly on t he g ro u n d or fl o o r or o t h er lo wer lev el.
2 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 re t o Cha rt
finiti on: A fall is a n e ve nt w hich r e sult s in a pa ti e nt c Ex
om ing taomrepstle d a ta
dve r t e nt ly on t he gr ound or floor or ot he r low e r le ve l. o n ly
ont h r e t r ospe c ti ve audit of Age d Ca re Wa rd inc ide nt da
4
3 3
2 2
1 1
t was the patients activity at the time of the fall
Pareto Chart
tion: A fall is an event which results in a patient coming to rest
rtently 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
ow dr be o flo ch Ot
Sitti ile d
be gi
n to ng
g
To sit in ir hi gin off gi
n
to un
d
ep ha ac an m in
ng C /re Ch ite ep
ro Sle m ng p Sle
pti er/a fro n i gu
em ov g lea in
Att rin g/ ck
ing er n Pi
b sf di
Cl
im an Be
n
Tr
Example
was the Patients activity at the time of their fall data only
Pareto Chart
on: A fall is an event which results in a patient coming to rest
ently on the ground or floor or other lower level.
12 month retrospective audit of Aged C
5
4
3
2
1 1 1 1
4 4
2 2
33
29
25
12
8 7 7 6
3 2
16
13
10
9
8
7
5
3
1 1
t g s g n y r e
en in es do
m
ar
in tio lic iew fe av
m an
n oc re ic lia Po ev ns Le
n
Pl pr sh R ra
o
n Bo on n ica
l
d
t
re io co in ar
Ca iss ati re Cl -w
rm n r
m fo tio te
Ad ca In
l In di
ica e
C lin M
n E le ct r onic M e dical Recor d (e MR)
M e nt a l H ealt h U nit (n= 90)
6
4 4 4
3
E
x
a
m
p
l
e
d
a
t
a
o
n
l
y
12
10 10
tipsychotic monitoring
reto Chart
(n=114)
10
8 8
7
n e t s ls se
o ar en sa au
ati w fu c
ic na tm r e ar
10
8 8
7
n e t s ls se
o ar en sa au
ati w fu c
ic
u na nt
m r e 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 26
21
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
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
Example data only
100
Paret o Cha rt
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
nt data (n=430)
P
Pie Chart i
4 3 1
4 3 1 92 e
27 16 9 7
c
h
a
53 r
t
i
s
n
o 83
t
59 76
r
e
c
o
m
m
Dose missed Wrong ti me Wrong drug Ov er
edose Wrong pati ent
Wrong route Wrong calculati on Duplicated drugs n dose
Under Wrong I V rate
Technique error Unauthorised drug
d
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
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.
r 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
all 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%
Cumulative %
90%
350
Frequency #
200 50%
2
0 150 40%
% 130
30%
100
o 60 20%
f 50 40
30
20 10%
10 5 3
t 0 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