Overview
Treemaps can be used to visualize data in individual slices or squares.
Adding Data
Data fields are bound to Treemaps by dragging them to the Data Items Pane as Values or Arguments.
Additionally, Hidden Data Items can be used for additional configurations, such as filtering, without displaying the field on the Dashboard Item.
Working with Treemap Data
Each Dashboard Item has different requirements for the data you add to it. Treemaps use Values and Arguments.
Each Data Item can be formatted by hovering over the item and clicking the options icon (right aligned down arrow).
• | Values - Represent the measure for determining treemap tiles |
• | Argument - Data Item by which the value is calculated (e.g. how the treemap is labeled) |
Consider the following example for viewing Employee Utilization.
Value
|
Argument
|
Hours (Sum)
|
Charge Type
|
This will reflect a treemap showing a breakdown of the amount of hours by charge type.
Multiple Values
Treemaps also support measuring multiple values per Argument by dragging additional Values into the Data Items Pane. For example, a Treemap could measure Hours and Cost by Charge Type
Value
|
Argument
|
Hours (Sum)
|
Charge Type
|
Cost (Sum)
|
|
In this example, the Treemap will display a stacked icon in the caption of the treemap (upper right) which you could use to toggle between the Hours (Sum) and Cost (Sum) values.
Grouping
Treemap data can be grouped by nested arguments. For example, a Treemap could reflect Hours by Charge Type- grouped by Organizational Unit.
Value
|
Argument
|
Hours (Sum)
|
Organizational Unit
|
|
Charge Type
|
In this example, the Treemap would reflect a breakdown of hours by charge type grouped by Organizational Unit. Grouping can be enabled by:
1. | Drag multiple Arguments into the Data Items Pane in the order they should be grouped |
TIP: If you’ve added data to the Treemap but don’t see it reflected, click the Refresh button above the Field List in the Data Browser (left-hand pane of the designer).
Formatting
Data added to Treemaps is automatically formatted based on the data type. That said, formats can be edited by clicking options icon from the data item (down arrow - becomes visible when hovering over the data field in the Data Items pane).
For instance, if using a percentage, you would likely need to change the format to type: Percent. Likewise, if using a date as your series, you may want to see that broken out in to quarters or months (etc.)
Numbers / Currency
To change the format for numbers or currency, hover over the data item in the Data Items pane and complete the following:
1. | Click the Options button (down arrow) |
3. | Configure settings as appropriate (see below) |
• | Format Type - Defaults to Auto. Options include: General, Number, Currency, Scientific, Percent. |
• | Unit - Unit to which values should be converted |
• | Precision - Defines the decimals to display |
• | Currency - Defaults to Dashboard global currency setting. Specific currency settings can be set here. |
• | Culture - Defines the currency cultures for currencies with multiple cultures |
• | Include group separator - Displays a comma between each numeric group (e.g. 1,000,000.00) |
Date Values
Date Values have several display options, listed when clicking the Options button. To change display settings, hover over the data item in the Data Items pane and complete the following:
1. | Click the Options button (down arrow) |
2. | Select the Date type (e.g. Year, Quarter, etc) |
3. | Optionally set the Format |
o | Full (e.g. Month = October, etc.) |
o | Abbreviated (e.g. Month = Oct, etc.) |
o | Numeric (e.g. Month = 10, etc.) |
o | Long (e.g. Date-Hour = Saturday, October 15, 2016 10:57pm (en-US)) |
o | Short (e.g. Date-Hour = 10/15/2016 10:57pm (en-US)) |
o | Time Only (e.g. Date-Hour = 10:57pm (en-US)) |
Treemap Tools
Treemaps feature a specific set of design and data tools, available from the toolbar (some options are also available by right-clicking the Treemap).
All toolbar items feature tool tips which explain (in short) the core functionality of the toolbar option.
Data Tab
The Data Tab includes several options for data shaping.
Note, for Master Filters and Drill Down, Treemaps support filtering and drill down by Argument.
• | Edit Filter - Use to add/edit filters on the grid based on displayed or Hidden Data Items. |
• | Clear - Clears all filters |
• | Single Master Filter - This sets the selected Dashboard Item (e.g. Treemap, etc) as a Master Filter for all other dashboard items. Using a Single Master Filter you can only filter by one element in the selected item (e.g. single segments in a treemap) |
• | Multiple Master Filter - This sets the selected Dashboard Item (e.g. Treemap, etc) as a Master Filter for all other dashboard items. Using a Multiple Master Filter you can filter by one or more elements in the selected item (e.g. multiple segments in a treemap) |
• | Drill Down - Enables drill-in details for the Dashboard Item. For Treemaps, list multiple Arguments in order of detail - least to most. When enabled the Treemap will reflect data for the top argument or series, allowing you to click through to each subsequent argument, displaying values in relation to each. |
• | Cross Data-Source Filtering - Allows a Master Filter to affect data items displaying data from other data sources. |
• | Ignore Master Filter - Dashboard Items can interact with other dashboard items marked as a Master Filter. Clicking Ignore Master Filter removes interactivity. |
Design Tab
Treemaps allow the following design options.
• | Show Caption - Shows/Hides the caption (e.g. “Treemap 1” displayed at the top left of the dashboard item). |
• | Edit Names - Used to configure display name for the Dashboard Item |
• | Slice and Dice - Sets the layout to display in linear bars based on the value size |
• | Squarified - Sets the layout to display in tiles |
• | Striped - Similar to Squarified the layout is set to display in tiles, however the tiles are displayed by columns or rows |
• | Layout Direction - Specifies the order of layout for the Treemap |
• | Labels - Defines if (and if so how) labels should display on the Treemap |
• | Tooltips - Defines if (and if so how) tooltips should display when hovering your mouse over the Treemap. |
• | Group Labels - Defines if (and if so how) group labels should display on the Treemap |
• | Group Tooltips - Defines if (and if so how) group tooltips should display when hovering your mouse over a Treemap Group. |
• | Global Colors - A global color scheme colors identical data items similarly across all dashboard items |
• | Local Colors - A local color scheme sets colors for the selected data item only |
• | Edit Colors - Edits the Global or Local Color Scheme |
|