Tree chart

A tree chart displays hierarchy data as a set of nested rectangles.

Each hierarchy level corresponds to a dimension displayed as a colored rectangle with nested rectangles. The size of each rectangle depends on the measure value: the higher the value, the larger the size.

tree_chart

For example, you can use a tree chart to visually represent sales by product category and subcategory.

AI-Insights not supported

This chart type doesn’t support the AI-Insights feature.

  1. Open the All workbooks overview page and select your workbook.

  2. Click CreateWizard chart. You'll see the chart creation wizard.

  3. On the top left, select the Dataset you want to visualize.

  4. Click the chart type field on the right of the dataset section and select Tree chart from the drop-down menu.

  5. Drag and drop Measures and Dimensions to the appropriate sections of the chart (see the Data fields tab).

    Your chart creation wizard should look similar to the following:

    tree_chart-wizard

  6. Click Save in the upper-right corner of the page.

  7. Name your chart and click Done.

  8. Choose the appropriate location for your chart by dragging it around the dashboard and resize it by dragging the lower-right corner of its frame.

  9. Click Save in the upper-right corner of the page.

Note

This configuration is a segment in the overall description of Visualization assets in the workbook. For the complete tutorial, see Use Visualization API.

To describe a tree normalized chart, use the TreeMap configuration:

  • name - your chart's name. Must be unique within the workbook.

  • dataset - the ID of the dataset whose data to visualize.

  • ad_hoc_fields - (optional) describe the calculated fields to use in the chart:

    • title: the field's title.

    • id - the ID of the calculated field. Must be unique within the dataset.

    • cast - the field's Visualization-specific data type

    • description - (optional) the field's description in plain text format.

    • hidden - (optional) if true, doesn't the field in the dataset's field list. If unspecified, defaults to false.

    • aggregation - applies aggregation to the field.

    • calc_spec - defines the data field specification.

  • visualization - describe the configuration of your chart:

    • kind: treemap - specify the chart type.

    • dimensions - configure the data reference for dimensions:

      • source - specify the data source:

        • kind: ref - take the data from the reference data source. This is the dataset specified above.

        • id - specify the ID of the data field from the dataset whose data will be used to visualize the Y axis.

    • measures - configure the data reference for measures:

      • source - specify the data source:

        • kind: ref - take the data from the reference data source. This is the dataset specified above.

        • id - specify the ID of the data field from the dataset whose data will be used to visualize is the X axis.

    • sort - (optional) specify the data field to be used as a sorting reference:

      • source - specify the data source:

        • kind: ref - take the data from the reference data source. This is the dataset specified above.

        • id - specify the ID of the data field from the dataset whose data to use as sorting reference.

      • direction - configure the sorting direction to apply to the chart. You can assign ASC for ascending or DESC for descending.

    • coloring (optional):

      • kind - specify which data type field to use as a color filter. You can specify a dimension or measure.

      • source - specify the data source:

        • kind: ref - take the data from the reference data source. This is the dataset specified above.

        • id - specify the ID of the data field from the dataset whose data will be used as a color filter.

      • palette_id - select the palette to apply to the chart. For most cases, use default-palette.

      • mounts - assign colors from the palette to data points from the source:

        • value - specify the exact value from the source.

        • color_idx - match the above value to a color swatch number in the palette.

API example
- name: ch_treemap_sales_per_region
chart:
   datasets:
   - ds_sales
   ad_hoc_fields: []
   visualization:
      kind: treemap
      dimensions:
      - source:
         kind: ref
         id: region
      - source:
         kind: ref
         id: category
      measures:
      source:
         kind: ref
         id: sum_sales
      sort: []
      coloring:
      kind: dimension
      source:
         kind: ref
         id: category
      palette_id: default-palette
      mounts:
      - value: South
         color_idx: 16
      - value: East
         color_idx: 7
      - value: West
         color_idx: 17
      - value: Central
         color_idx: 8
Wizard slot Description
Dimensions Dimension. Multiple-field slot. Determines the hierarchy tree of nested rectangles.
Size Measure. Single-sield slot. Determines the sizes of the rectangles.
Colors Dimension or Measure Names. Affects rectangle colors.
You can add a Measure Names or Measure Values field to this slot.
Chart filters Dimension or Measure. Used to filter values. You can add a Measure Names or Measure Values field to this slot.

To open chart settings, click to the right of the chart type above the wizard slot fields. You'll see a dialog window with the following controls:

Control Default state Description
Header Off Displays the specified text in the centered line above the chart.

After managing the controls, click Apply to see the results on the chart preview.

To open slot settings, click in a row with the slot name.

Color:

On the left, you can select a line from a data source in the Colors slot of your chart.

On the right, you can select a color scheme and a color for the line. Select AUTO to let Visualization do the coloring for you.

  • If you want to display fewer than 6 categories in a single chart, we recommend using a pie chart or a donut chart.

  • This chart type can't display NULL or negative values.

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