---
sourceDocument: Xanadu Platform Analytics
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/now-intelligence

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Platform Analytics

ft:clusterId :

    - par

bundleId :

    - par

workflow :

    - Platform


---

# Pareto reports

# Pareto reports {#ariaid-title1}

* Release version: Xanadu
* 
* Updated October 7, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 12 minutes to read

Pareto charts help you identify the most important dimension
in a large set of dimensions. Columns show data in descending order. A line shows cumulative
percentage.

Pareto charts contain both bar and line graphs. The bars display the data in descending order
from left to right, and the line graph shows the cumulative totals from each category in the same
order. The left Y axis is the record count, and the right Y axis is the cumulative percentage of
the total number of records evaluated. The blue line at the 80% mark helps determine which data
is the most influential in the process. The data to the left of the intersection of the line
graph and the 80% mark have the greatest effect on the overall outcome.  
Note:  
This topic refers to Reporting in the Core UI. If your instance is migrated to Platform Analytics experience, see [Create a Pareto bar data visualization](https://servicenow-prod.fluidtopics.net/mnrlOVNUwQU_9U0U0JPH7w "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.").  
The figure below shows that five callers account for 80% of the incident calls, while seven account for the other 20%.Figure 1. Pareto report example

## Create a Pareto report {#ariaid-title2}

Create a Pareto report to identify the most important factors in a large set of
factors. Columns show data in descending order while a curve shows cumulative
percentage.

### Before you begin

Role required: itil, report_user, report_group, report_global, report_admin, or admin. To create a meaningful report, you must have the right to access the data you want to report on.{#t_CreateAReport__ph_report-role-required}

### Procedure

1. Perform one of the following actions:
   * On an upgraded instance that has not been fully migrated to Platform Analytics, navigate to AllReportsCreate New.
   * On a new instance or one that has been fully migrated to Platform Analytics, navigate to AllPlatform Analytics AdministrationUsage and governanceReports and select New.
   {#t_CreateAReport__choices_wjj_z4z_42c}
2. On the Data tab, give the report a name that reflects the information being grouped.
3. Select the applicable source for the report.

   | Option | Description |
   | Data source | Also called a report source, a data source is a table with filters applied to provide a single source of information for all users. For more information, see [Report sources](https://servicenow-prod.fluidtopics.net/QQ9qR_HtMUisYy~f~8Kt0w#c_ReportSources "Report sources are predefined data sets for creating reports."). Note: If you select a data source used by existing reports, a notification prompts you to view them. |
   | Table | The raw data from a table with no filters applied. When you select a table, its short description appears below the table name. For trend reporting, you can also select a remote table, which aggregates, in memory, data retrieved from an external source. Then select a Trend by field option to aggregate its data. To learn more about remote tables, see [Retrieving external data using remote tables and scripts](https://www.servicenow.com/docs/access?context=remote-tables&version=xanadu&pubname=xanadu-servicenow-platform&ft:locale=en-US) |
   | External import | Choose an existing imported report source, or select the Upload icon (![Upload icon]()) to import a new file. See [Create a report from an imported Microsoft Excel document](https://servicenow-prod.fluidtopics.net/d75T_7SmDH5J1uB4jY2Zfw "You can import Excel spreadsheets (.xlsx files) of data maintained outside of your instance and create reports from those files."). |
   | MetricBase | MetricBase enables you to collect, retain, analyze, and visualize custom time series data on the ServiceNow AI Platform. For more information, see [MetricBase](https://www.servicenow.com/docs/access?context=metricbase&version=xanadu&pubname=xanadu-servicenow-platform&ft:locale=en-US). |
   |-|-|

   {#t_CreateAReport__choicetable_t31_tst_1x}
4. Select Next.
5. On the Type tab, enter Pareto in the filter, select the report type, and click Next.  
   The application
   shows a preliminary version of the report. To view the updated report at any
   time, select Run.
6. On the Configure tab, fill in the following fields and select Next.  
   {#t_CreateAReport__table_pvl_jx1_rq__entry__2}

   | Field | Description |
   |-|-|
   | Group by | Group report data using the values of this field. For example, in an incident report grouped by Assignment group, all incidents that belong to Software, Service Desk, and Network are placed in separate groups. To group by fields on extended tables, see [How to report on extended tables](https://servicenow-prod.fluidtopics.net/sTKYkU8BlGjtGq5o389oIQ#t_AccessFieldExtendedTable "Learn how to include fields from tables that extend the Task table in a single report. For example, you could include both incidents and problems in a single report."). Select the info icon (![]()) for a description of the selected field. Configured function fields appear in this list after you save the report. Note: * It is not possible to group or stack reports by the Tags field, or by certain MySQL database field types, such as MEDIUMTEXT. For more information, see [Database field type](https://www.servicenow.com/docs/access?context=r_DatabaseFieldTypes&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US). * Grouping or stacking by Variables or Questions fields is not supported for reports based on [database views](https://servicenow-prod.fluidtopics.net/KzO1fGsm6GUEygdn1yjLBA#gloss-database-view "A database view defines table joins for reporting purposes. For example, a database view can join the Incident table to the Metric Definition table. This view can be used for an indicator source."). |
   | Additional group by | Extra fields to group the report by. When you select Additional group by fields or function fields, the report includes a control at the bottom that allows you to group the report by any one of the additional fields. To group by fields on extended tables as well, see [How to report on extended tables](https://servicenow-prod.fluidtopics.net/sTKYkU8BlGjtGq5o389oIQ#t_AccessFieldExtendedTable "Learn how to include fields from tables that extend the Task table in a single report. For example, you could include both incidents and problems in a single report."). Click the info icon (![]()) for descriptions of the selected fields Configured function fields appear in this list after you save the report. Note: * You can see choices in the Additional group by list that do not appear in the main Group by list. The report does not support grouping or stacking by the extra fields you see. Unlike the main Group by choices, the Additional group by fields are not filtered. If you select an unsupported field, it has no effect.{#t_CreateAReport__li_unsupported-additional-group-by} {#t_CreateAReport__li_unsupported-additional-group-by} * The limitations listed for the main Group by field also apply to the Additional group by field. {#t_CreateAReport__ul_xx5_zqm_hsb} For more information, see [Add an additional group by or stack by](https://servicenow-prod.fluidtopics.net/9jON6YGFIYmxXtlLCzeVxg "You can configure a report to let users adjust its grouping and stacking."). |
   | Display data table | Select this option to show report data in a list below the report. The list appears on dashboards where the report is added. All report visualizations show the report data when the [glide.ui.section508](https://www.servicenow.com/docs/access?context=r_AvailableSystemProperties&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US) system property is set to true. The glide.ui.section508 property overrides the Display data table field. |
   | Configure function field | Configure fields based on calculation of multiple inputs including arithmetic functions. For more information, see [Report on function fields](https://servicenow-prod.fluidtopics.net/iyxA5tkjQ6sEXDrRejhocw "While regular fields store a value in the database, a function field displays the results of a database query. The function field generates the value based on computations of other fields and constants. You can use these fields in reports and data visualizations as you would other fields."). Function field results are calculated when the report is run. You can use the results for aggregations and grouping. You have to save the report before you can configure function fields. Configured function fields appear in the Group by and Additional group by lists after you save the report. |
   | Max number of groups | Maximum number of groups that the Group by condition returns. The groups with highest values are shown first. Any groups beyond the limit are combined into the single group Other. If you select Show all, all groups up to a limit of 50 are displayed. The rest of the results are grouped as Other. |
   | Show Other | Check box to include the Other group in the report. The Other group contains data for all groups that exceed the number specified in Max number of groups. |
   [Table 1. Configure tab]

   {#t_CreateAReport__table_pvl_jx1_rq}
7. **Optional:** Configure the sort order of the applicable fields in the report (column, row, Group by, Stack by or Trend by depending on the report type).  
   Select the filter icon (![]()) and choose Add Sort.
   1. In the Sorting Order list, choose the field you want to sort on and then choose a-z or z-a for alphabetical order or reverse alphabetical order.

      The list contains all
      possible fields from the report's source and fields on extended, or related, tables. The only effective values, however, are the fields chosen for the current report (column, row, Group by, Stack by, or Trend by
      depending on the report type).  
      Note:  
      On fields from dot-walked (extended) tables, you can only sort on date fields.
   2. Select the sort plus icon (![]()) to configure additional sorting order conditions. (Select the sort minus icon ( ![]()) to delete configured sorting order conditions.)
   3. Select Save.

   {#t_CreateAReport__ol_ebr_c1k_gy}

   For fields of the type Choice list, sort order is not determined
   alphabetically based on Label, it is sorted based on the
   Value of the choice field. For multi-level pivot
   table and heatmap reports, sort order is determined by the sequence of the
   choices in the list.  
8. **Optional:** To limit the information displayed in the report, select the filter icon (![]()) and specify conditions to filter the report data.  
   To learn how to construct conditions, see [Condition builder](https://www.servicenow.com/docs/access?context=c_ConditionBuilder&version=xanadu&pubname=xanadu-platform-user-interface&ft:locale=en-US).  
   Note:  
   In aggregated and list reports, language-dependent filter conditions may return zero results on localized instances.
9. On the Style tab, fill in the fields as appropriate to configure the appearance of the report.
10. Select Save to continue editing the visualization, or Save and close to return to the Analytics Center main screen.

### What to do next

* Select the Report info icon (![]()) and add a description of the report.
* Select the sharing icon (![]()) to open the Sharing menu. On this menu, you can add the report to a dashboard, export the report to PDF, publish the report to the web, and set visibility and schedules. {#t_CreateAReport__ph_ejl_dgy_wy}
{#t_CreateAReport__ul_skp_pz4_mcb}

## Pareto report style options {#ariaid-title3}

Change the look of your Pareto report.
When you create or edit a report, click the
Style tab for options to configure the look of your report. The
options are organized under two or more of the following tabs:
General, Title,
Legend, and Axis. To see how the report
looks with the changed settings, click Save.  
Note:  
The cumulative totals percentage line is not configurable. It cannot be disabled and the color cannot be changed.  
{#r_ParetoChartStyleOptions__table_h1l_1jh_yq__entry__2}

| Field | Description |
|-|-|
| General ||
| Chart color | Source of colors used in the report. If you are not stacking the report by a field, you can select one of the following options: * Use one color: Select a single predefined color in the Chart color field. * Use color palette: Select a color palette from the predefined system color palettes. * Use chart colors: Use the colors defined in ReportsChart Colors. {#r_ParetoChartStyleOptions__ul_chart-color-bar} If you are stacking the report, select one of the following options: * Use color palette: Select a color palette from the predefined system color palettes. * Use several colors: Define a custom set of Colors using hex codes. You can add any number of colors. * Use chart colors: Use the colors defined in ReportsChart Colors. {#r_ParetoChartStyleOptions__ul_kz3_ycy_nrb} For more information about the differences between these options, see [Predefined colors in reports](https://servicenow-prod.fluidtopics.net/WcvYQxJI88Z1LFAVzDI93g "Depending on the type and configuration of the report, you can select one color, a predefined color palette, or predefined chart colors. All three options are built on a customizable set of individual colors."). |
| Set color | Color used in the report. This field displays when you select Use one color from the Chart color list. Click the search icon (![Search icon]()) to choose from the Color Definitions list. |
| Set palette | Color palette used in the report. This field appears when you select Use color palette from the Chart color list. The palettes are defined in the Chart Color Scheme \[pa_chart_color_schemes\] table. |
| Colors | Colors used in the report. This field displays when you select Use several colors from the Chart color list. Enter a comma-separated list of hexadecimal color codes. These colors are independent of the predefined system colors that color palettes and the chart colors use. Note: It is not possible to use transparency hex values. |
| Display data labels | Select to display the current value for each bar. This field is available when you select None from the Stacked by list or if there is no Stacked by list. * Select Data labels in the middle to show the labels in the middle of each bar. * Select Allow data labels to overlap to override default separation of labels in the visualization. {#r_ParetoChartStyleOptions__ul_s5r_ysl_nbb} |
| Custom chart size | Check box to specify the width and height of the report in pixels. Note: The chart size is ignored when you export the report to PDF. In PDFs, the full page width is used to show the chart. |
| Chart width | Width of the report in pixels. The default value is 600. This field is available when Custom chart size is selected. |
| Chart height | Height of the report in pixels. The default value is 450. This field appears when Custom chart size is selected. |
| Chart size | Chart size. This field is available when Custom chart size is cleared. Options are Small, Medium, and Large. Note: The chart size is ignored when you export the report to PDF. In PDFs, the full page width is used to show the chart. |
| Drilldown view | List view to show when a user selects a segment of a report for which no drilldown report type is specified. This view is also used when the user reaches the lowest drilldown level of a report. See [Configure the list layout](https://www.servicenow.com/docs/access?context=t_ConfigureTheListLayout&version=xanadu&pubname=xanadu-platform-administration&ft:locale=en-US) . If you specify a Report drilldown, Drilldown view is ignored. For more information, see [Define a report drilldown](https://servicenow-prod.fluidtopics.net/UtouGuO90NBdaO59lctiyQ#t_DefineAReportDrilldown "You can define a report drilldown to enable reporting users to view subsets of the report data. When you define a report drilldown, it applies only to the report for which you define it."). |
| Title ||
| Show chart title | When the chart title is shown for the report. * Never: Never show the chart title. * Report only: Shows the chart title on reports. * Always: Shows the chart title on reports, dashboards, and landing pages. |
| Chart title | The chart title has a maximum length of 40 characters. If no title is entered, the report name is used for the title. This field appears when Report only or Always is selected from the Show chart title list. |
| Size of the chart title | Size of the chart title in pixels. This field appears when Report only or Always is selected from the Show chart title list. |
| Chart title color | Color of the chart title. This field appears when Report only or Always is selected from the Show chart title list. |
| Custom chart title position | Check box to specify X and Y coordinates for the position of the chart title. This field appears when Report only or Always is selected from the Show chart title list. |
| Chart title X position | Number of pixels to adjust the chart title position right or left. By default the title appears at the center top of the chart. To move the chart title to the right, enter a positive value. To move the title to the left, enter a negative value. This field appears only when Custom chart title position is selected. |
| Chart title Y position | Number of pixels to adjust the chart title position up or down. By default the title appears at the center top of the chart. To move up the chart title, enter a positive value. To move the chart title down, enter a negative value. This field appears only when Custom chart title position is selected. |
| Title horizontal alignment | How the chart title is aligned horizontally. This field is available when the Custom chart title position option is cleared. |
| Title vertical alignment | How the chart title is aligned vertically. This field appears when Custom chart title position is cleared. |
| Axis ||
| Y axis and X axis | Axis to configure the titles, appearance, and labels for. |
| Title | Title for the axis. |
| Title size | Size of the axis title in pixels. Default value is 12. |
| Title bold | Check this box to show the axis title in a bold typeface. |
| Title bold | Check this box to show the axis title in a bold typeface. |
| Opposite | On the X axis tab, select this check box to show the X-axis title on the right side of the report instead. On the Y axis tab, select this check box to show the Y-axis title on top of the report instead of across the bottom. |
| Display grid | On the X axis tab, select this check box to show horizontal grid lines on the report. On the Y axis tab, select this check box to show vertical grid lines on top the report. |
| Grid dotted | Check this box to show dotted grid lines instead of solid lines. |
| X axis / Y axis label size | On the X axis tab, specify the size of the labels for the rows of the report. On the Y axis tab, specify the size of the labels for the columns in the report. |
| Label bold | Check this box to show the labels of the report in a bold typeface. |
[Table 2. Pareto chart style options]

{#r_ParetoChartStyleOptions__table_h1l_1jh_yq}

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