Using a treemap

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1. Overview

A treemap is a visualization that can display a large amount of hierarchical data using nested rectangles of varying size and color. The total area of a treemap reflects the sum of its parts, which consist of inner rectangles or nodes.

Treemaps have the ability to display a second measure as the color or shade of each rectangle.

2. Elements of a treemap

The figure below shows the main elements of a treemap data visualization.

Elements of a treemap
Elements of a treemap

This example is configured with a Product hierarchy, and two measure values (OrderQty and LineTotal). The OrderQty measure is used to determine the size of each treemap node. This value is also displayed as text within each node. The LineTotal measure is used to determine the color of each node. A darker shade of blue implies a higher LineTotal value for that node.

Headings (seen here in black) group the rectangular nodes into multiple hierarchical levels: in this case product category, product subcategory, and product.

3. Choosing a treemap

When editing a metric set, dashboard, or another view, choose Treemap from the Data Visualization or Re-Visualize toolbar menu.

Add a treemap from the toolbar
Add a treemap from the toolbar

Select at least one measure (numeric data) and at least one hierarchy in your metric set to visualize as a treemap.

4. Exploring data

Treemaps excel at visualizing the hierarchical grouping of data. You can explore and navigate hierarchical data using a treemap.

4.1. Drilling down

When a multi-level hierarchy is selected, right click the Clothing node and select Drill Down.

Drill down on the Clothing product category
Drill down on the Clothing product category

The treemap now shows a new heading corresponding to the Clothing product category, which is stacked below the All heading. The nodes of the treemap now correspond to product subcategories of the Clothing category.

After drill down on the Clothing product category
After drill down on the Clothing product category

Right click the treemap and click Drill Up to go back to the previous view.

4.2. Change the hierarchy level

With a multi-level hierarchy, you can change the details level lower and view its data grouped by the upper levels of the hierarchy.

To change the displayed hierarchy level, right click the treemap, and then select Change Level.

Click Change Level
Click Change Level

Select a hierarchy level from the submenu. For example, select Product Subcategory.

Select the product subcategory level
Select the product subcategory level

The treemap now displays all product subcategories in the form of nodes that are grouped under their respective headings.

After changing the level to product subcategory
After changing the level to product subcategory

You can also change the level from the Data Analysis Panel by editing the hierarchy's settings.

Changing the hierarchy level setting
Changing the hierarchy level setting

4.3. Expanding and collapsing

When multiple hierarchies or a multi-level hierarchy is selected, you can right-click data and choose Expand to view that node's data broken up into additional details, or Collapse to combine multiple values into a summary.

For details and examples with treemaps and other visualizations, see Expand and collapse hierarchy members.

5. Properties

This section describes some of the key properties of a treemap.

5.1. Color rules

In the Properties window for a treemap, click Look and expand the Color Rules section. You'll see the default Auto Color Rule item which you can click to view or edit.

Editing the Auto Color Rule for a treemap
Editing the Auto Color Rule for a treemap

Use the From Color and To Color properties to set the range of colors for mapping to secondary measure values. You can choose to have colors ranging from red to green, for example, instead of using different shades of a single color.

There are also some more advanced properties in this section which allow you to set the Number of Classes (the number of different data ranges where each range is associated with a display/color value), and choose the Distribution method for assigning data points to the various classes.

5.2. Heading background

In the Look tab, expand the Heading Background property to see options for changing the background color of a heading.

Change the background color of a heading
Change the background color of a heading

5.3. Layout mode

In the Layout tab, you'll find the Layout Mode property which is set to Rectangular by defaultRectangular is the most common option but you can change it to a Vertical or Horizontal layout instead to display a single row or column of rectangles of varying sizes.

Vertical layout mode for a treemap
Vertical layout mode for a treemap

5.4. Label text and tooltip text

In the Text tab, you can customize the Label Text and Tooltip Text properties for either headings and/or nodes.

These properties accept regular text as well as placeholder keywords for inserting the hierarchy member name, the value of the Size measure, and measure column values.

Label Text and Tooltip Text properties for treemap nodes
Label Text and Tooltip Text properties for treemap nodes

See Formatting text for details about supported keywords and formatting.

6. See also

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