Produce A Pareto Chart Using Excel For Food Service Customer

Produce a Pareto Chart using Excel Food Service Customer Survey Data

Produce a Pareto Chart using Excel Food Service Customer Survey Data

Given the survey information as shown, you are required to produce a Pareto Chart using Excel Food Service Customer Survey Data Collection. The data includes complaint types and their counts, along with cumulative percentages. The goal is to create a Pareto Chart that displays the frequency of each complaint type with bars, and a cumulative percentage line to identify the 80/20 principle, where approximately 80% of problems are caused by 20% of complaint types.

The specific complaints recorded are: Soup not hot, Food too salty, Food portion too small, Food items overpriced, Salad not fresh, and Staff not well trained. Your task involves step-by-step calculations and chart creation in Excel to visualize this data properly, similar to a standard Pareto analysis.

Paper For Above instruction

The process of creating a Pareto Chart in Excel, based on customer complaint data, involves several systematic steps that include data organization, calculation of cumulative percentages, and the actual chart construction. This detailed guide outlines each step to ensure the accuracy of the visualization, with emphasis on aligning the chart's components with the Pareto principle.

Step 1: Organize Data

Begin by organizing your data into a clear table. List each complaint type alongside its corresponding count. For example:

Complaint Type Count
Soup not hot 60
Food too salty 40
Food portion too small 47
Food items overpriced 30
Salad not fresh 60
Staff not well trained 47

Ensure the total of all complaint counts is calculated; in this example, the total sum is 284.

Step 2: Rank Complaint Types

Sort the complaint types in descending order based on their counts. The sorted data should be:

Complaint Type Count
Soup not hot 60
Salad not fresh 60
Food portion too small 47
Staff not well trained 47
Food too salty 40
Food items overpriced 30

Step 3: Calculate Cumulative Counts and Percentages

Compute the cumulative count and cumulative percentage for each complaint type:

  • Cumulative Count: Sum of current and all previous counts
  • Cumulative Percentage = (Cumulative Count / Total Counts) x 100

For example:

  • Soup not hot: Cumulative Count = 60, Cumulative % = (60/284)*100 ≈ 21.13%
  • Salad not fresh: Cumulative Count = 120, Cumulative % ≈ 42.25%
  • Food portion too small: Cumulative Count = 167, Cumulative % ≈ 58.80%
  • Staff not well trained: Cumulative Count = 214, Cumulative % ≈ 75.35%
  • Food too salty: Cumulative Count = 254, Cumulative % ≈ 89.44%
  • Food items overpriced: Cumulative Count = 284, Cumulative % = 100%

Step 4: Prepare Data for Charting in Excel

Create tabular columns in Excel: one for complaint types, one for counts, one for cumulative percentages. Highlight these columns and insert a combo chart:

  1. Select the complaint type, count, and cumulative percentage data.
  2. Go to the Insert tab, select the Column chart (Clustered Column).
  3. After inserting, right-click the chart, select Change Chart Type.
  4. Set the complaint counts to Clustered Column, and add a secondary axis for the cumulative percentage line. Set the cumulative percentage series as a Line chart with markers.
  5. Ensure the chart title reads "Customer complaint survey data over 30 days".

Step 5: Format the Pareto Chart

  • Label both axes clearly: left axis as 'Frequency' and right axis as 'Cumulative Percentage'.
  • Ensure the X-axis labels clearly indicate complaint types.
  • Add data labels on each bar to show counts.
  • Highlight the 80% threshold with a horizontal line or annotation to visually indicate the Pareto cutoff.

Conclusion

Constructing a Pareto Chart in Excel from complaint data is an effective way to visually identify the most significant issues. By following the above detailed steps—organizing data, calculating cumulative figures, creating a combined bar and line chart, and properly formatting—the analysis conforms to the Pareto principle, helping management prioritize problem-solving efforts efficiently. This visual analysis can support continuous improvement initiatives in food service operations by focusing on the complaint types that contribute most to customer dissatisfaction.

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