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Tree Maps

Tree maps visualize hierarchical and categorical data using nested rectangles. Each rectangle—or leaf—represents a category or group, sized proportionally to a metric such as sales or count. Subgroups appear as nested rectangles within larger ones, showing relationships across multiple levels.

Tree maps make it easy to compare category size and contribution within a whole dataset. They help identify trends, spot outliers, and highlight areas that need attention—making them ideal for analyzing large volumes of complex, hierarchical data.

Example use cases​

example
  • Sales by product category and subcategory: See which products or product lines contribute most to total sales.
  • Expense breakdown: Compare departmental or project expenses and identify the largest cost centers.
  • Customer segmentation: Explore customer groups or regions by revenue or count for targeted analysis.

Create a tree map​

  1. Select Data Models and Views from the navigation panel.
  2. Right-click the data model you want to use and select New View from the context menu.
  3. In the Select a View dialog, select Tree Map from the Misc category.
  4. Enter a Name for the view. To assign names in other languages, select the translation icon next to the text box.
  5. Select the fields you want to include for each section.
  6. (Optional) Toggle Sample Mode to preview the data using a sample dataset.
  7. Click Confirm. The new view opens with your initial settings.
  8. Customize the view by using the view organizer, content area, and Toolbar.
  9. In the Toolbar panel, select Save or Save As to save your changes.

Tree Map settings​

SettingDescription
NameEnter a descriptive name for the worksheet. Select the translation icon to add labels for different languages—ideal for multilingual environments.
Sample ModeEnable to open the worksheet in sample mode.
Create Tree Leaves for eachSelect the field that defines each rectangle (leaf) in the tree map.
Leaf size in the tree comes fromSelect the field that determines the size of each rectangle—typically a measure like sales, revenue, or count.