How to Create Tableau Treemap

Tableau Treemap is used to display the data in Rectangle Boxes. We can define each rectangle box using any of our Dimension member and size by Measure value. Treemaps will be very useful to display the largest data set information in a small data region.

In this article, we will show you, How to Create Tableau Treemap with an example. For this we are going to write the Custom SQL Query against the SQL Server Data Source so, Please visit Connecting Tableau to SQL Server article to understand the configurations. Custom SQL query we are going to use for this report is:

SELECT Geo.EnglishCountryRegionName, 
       Geo.StateProvinceName, 
       Geo.City, 
       Prod.EnglishProductName, 
       Prod.Color, 
       Fact.OrderQuantity, 
       Fact.TotalProductCost, 
       Fact.SalesAmount, 
       Fact.TaxAmt, 
       Fact.[Freight]
FROM DimProduct AS Prod 
   INNER JOIN FactInternetSales AS Fact 
      ON Prod.ProductKey = Fact.ProductKey 
   INNER JOIN DimSalesTerritory AS Terry 
      ON Terry.[SalesTerritoryKey] = Fact.[SalesTerritoryKey] 
   INNER JOIN DimGeography AS Geo 
      ON Geo.[SalesTerritoryKey] = Terry.[SalesTerritoryKey]

First Approach to Create Tableau Treemap

In this example, we are going to create Treemap for State dimension against the Sales Amount size. First, Drag and Drop the State Dimension from Dimension Region to Text Field in Marks Shelf

From the below screenshot you can see the available State names in Tableau report

Next, Drag and Drop the Sales Amount from Measures Region to Size Field in Marks Shelf as shown below

Once you drag them, following screenshot will be displayed. By default, Tableau Desktop is displaying TreeMap with State Name as rectangle Text filed and Sum of Sales Amount as the Box size. From the below screenshot you can observe that, Box Size of a California State is bigger than remaining states because the Sales Amount is higher than other states.

Let us add color to the Treemap by dragging the Calculated field Profit to Colors field in Marks Shelf as shown below

Once you are done, the following screenshot will be displayed. State name Box with Maximum Sales will be filled with Dark Green and Least Sales Amount with light green

Let us add Sales Amount and Profit values to the Text field as well. By this, we can see the State name along with the Sales Amount and Profit. To do this, Please drag and drop the Sales Amount and Profit from Measures region to Text field present in Marks Shelf

Formatting Text in Tableau Treemap

In order to format the Data Labels, Please click on the Text field inside the Marks Shelf. Once you click on it, following window will be displayed. For now, we are doing basic formatting so, click on the … button beside the text

Here, we added extra text Sales, Profit beside the < SUM(SalesAmount) > and < SUM(Profit) > and also change the font style to Lucida Sans

From the below screenshot, you can see the Formatted Text

Second Approach to Create Tableau Treemap

This method is very easy and straightforward. Please press and hold the control key and then select the Dimension (s), Measure(s) from the respective region and select the Treemap from the Show Me window

Once you are done, the tableau desktop will create a Treemap for you as shown below

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