Using a relationship diagram
The relationship diagram displays information about the relationships between data. While other visualizations show many of the relationships implicitly within the visualization, the relationship diagram displays it explicitly.
2. Data preparation
To follow the examples in this article, create the following data cube from the Adventure Works database using the [Sales].[SalesPerson] and [Sales].[SalesTerritory] tables.
To illustrate the hierarchical relationships, use the following custom data to create a hierarchy and apply it to TerritoryID.
3. Add a relationship diagram
While in the dashboard designer, use the Data Visualization option from the toolbar and select Relationship Diagram.
Drag the TerritoryID dimension from the data cube in the Explore panel to the Rows field.
Edit TerritoryID in the Data Analysis Panel. Set the Top Level to be different from the Level to include a range of levels from the hierarchy.
The diagram is displayed in a tree-like arrangement based on the hierarchy assigned to TerritoryID.
3.1. Display custom relationships
To display custom relations between nodes, the data must have source and target node pairs. By default, the hierarchies in Rows are added to the Source Name property. Adding an element to the Target Name property will display the custom relationship.
Select Visualization in the Data Analysis Panel.
Drag the Group dimension from the data cube in the Explore panel to the Target Name field.
4. Change link color, length, and width
Drag the SalesYTD measure from the data cube in the Explore panel to the Color field.
An Auto Color Rule is applied to the links in the diagram. You can modify the settings of the rule by clicking the brush icon next to the Color field, or going to the Look section of the Properties panel and selecting Auto Color Rule.
Drag the SalesQuota and SalesLastYear measures from the data cube in the Explore panel to the Length and Width fields respectively.
Auto Size Rules are applied to the links in the diagram. You can modify the settings of the Length Rules and Stroke Width Rules in the same manner as modifying the color rule.
5. Change node color and size
Since the data in the source/target pair is used to describe the links in the diagram, it is not possible to associate other measures or hierarchies to the nodes. In order to assign data to nodes, a second metric set has to be added to the visualization.
Click Metric Set in the Data Analysis Panel, then click Add New.
Drag the TerritoryID dimension from the data cube in the Explore panel to the Rows field. Edit TerritoryID and set the Top Level to be the same as in the previous metric set.
Click Visualization in the Data Analysis Panel. Drag the Bonus measure from the data cube in the Explore panel to the Color field.
As with the links, an Auto Color Rule is applied to the nodes in the diagram.
Drag the CommissionPct measure from the data cube in the Explore panel to the Size field.
6. Change labels and tooltips
Under the Text section of the Properties panel, you can customize the Label Text and Tooltip Text properties for both the links and the nodes.
These properties accept regular text, as well as keywords such as [Member] and [Level] for the hierarchy member and level caption respectively. For additional information about available keywords, refer to the Formatting Text article.
As a shortcut for applying the proper keyword, you can use the Visualization tab in the Data Analysis Panel.
For example, use the dropdown at the top of the Data Analysis Panel to switch back to the first metric set (the one specifying the color and length of the links). Drag SalesQuota measure from the Length field to the Label field.
Click the brush image next to the Label field to open the relevant properties section. The keyword [SalesQuota] has already been added to the Text field. Change the keyword to [SalesQuota:N0] to remove the decimal points.
The following are some noteworthy properties in relationship diagrams.
7.1. Selected Style
Data brushing in relationship diagrams is split into two parts:
- Nodes – change the appearance of the node when related data is selected.
- Links – change the appearance of links when data related to the Source Name is selected.
You can adjust the style for each of these separately.
In the Look tab of the Properties panel, click Selected Style in the applicable section.
As an example, change the Selected Style for links to use Red strokes of width 2.
In the Main tab of the Properties panel, enable Highlight Related Links.
Switch to View mode and hover over a source node on the diagram.
7.2. Link Type
By default, links appear as straight lines connecting two nodes. If you have two nodes that are the source and target of each other, the lines will overlap and the relationship will be less noticeable. To show such a relationship, change the Link Type property to Curve.