How to Create Tableau Treemap

Tableau Treemap is used to represent the data in Rectangle Boxes. We can determine each rectangle box using any of our Dimension members and the box size by Measure value. Treemaps in Tableau are very useful to display the most massive 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 Tableau Treemap demo, 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:

-- Query for Tableau Tree Map
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 a 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 from Measures Region to Size Field in Marks Shelf as shown below

Once you drag them, the 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 larger than the remaining states because the Sales Amount is higher than other states.

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

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

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

Tableau Treemap text format

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

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

From the below screenshot, you can see the Formatted Text in the Tableau Treemap

Create a Tableau Treemap – Second approach

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 completed, the Tableau desktop will create a Treemap for you as shown below