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. Tree maps will be very useful to display the largest data set information in small data region.
In this article we will show you, How to Create Tableau Treemap with 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:
T-SQL Query
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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 Tree Map 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, 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 Bubble Chart
This method is very easy and straight forward. Please press and hold the control key and then select the Dimension (s), Measure(s) from respective region and select the Treemap from the Show Me window
Once you are done, tableau desktop will create a Treemap for you as shown below
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I love the work. The one thing I am having an issue with is getting the treemap to display the top ten counts of Sales but then be able to apply that to regions in the dashboard. All it does is allow me to show top 10 from the entire dataset.