How to Make the Perfect Petal Chart

Jul 16, 2024

How to Make the Perfect Petal Chart

Setting Up

  • Pre-populate a Data Table: Start with a data table, e.g., defect types for shirts.
  • Sort Data:
    • Highlight column B (defects column)
    • Go to Data > Sort > Descending
    • Ensure to select Expand Selection and press Sort
    • Button defect appears at the top as it has the most defects.

Calculating Percentages

  • Assign Percentage to Total:

    • Formula: (Cell Value) / (Sum of Total Defects)
    • Use dollar signs in the formula to fix cell references, e.g., $B$2/$B$11
    • Format cells as percentage.
    • Drag the formula down to apply it to all rows.
  • Calculate Cumulative Percentage:

    • First value equals the first percentage value.
    • Formula for subsequent cells: SUM(first_percentage, current_percentage)
    • Use dollar sign to fix the reference, e.g., SUM($B$2, B3)
    • Drag the formula down to get cumulative percentages.
    • Ensure that the cumulative percentage equals 100%.

Creating the Chart

  • Select Chart Type: Clustered Column Chart:

    • Highlight the entire data table.
    • Go to Charts > Clustered Column Chart
    • Adjust the chart size as needed.
  • Customize Chart Data:

    • Click on the chart and go to Select Data
    • Remove Total Percentage series.
    • Select Cumulative Percentage series, right-click and select Format Data Series
    • Change the series to Secondary Axis
  • Change Chart Type for Cumulative Percentage:

    • With the cumulative percentage series selected, change the chart type to Line.
    • This will display the cumulative percentage as a line chart over the column chart.

Adding Titles

  • Primary Vertical Axis Title: Total Defects
  • Secondary Vertical Axis Title: Cumulative Percentage
  • Chart Title: Feretto Chart Defects

Presentation Tips

  • Highlight to management the 80/20 rule: 20-30% of defect types cause 80% of the problems.
  • Check video description for additional notes or leave comments for suggestions.

Final Notes

  • Always ensure the chart is well-labeled and clearly presents the information.
  • Use comments and descriptions for feedback and future video ideas.