Ad Hoc View – Tree Map

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Tree Map charts display data as rectangles; the size of each rectangle is proportional to the measure of the data it represents. The tree map displays nested rectangles when you have more than one field; the parent rectangle represents the leftmost measure while the nested rectangles represent the current level of aggregation. Click on a parent rectangle to drill down to the nest rectangles.

 

Charts allow you to graphically display your data. There are a number of different chart types available in various ways.

Range charts display values as heat maps.

Instruction

Step 1.  Open or create a new ad hoc view (refer to the Creating Ad Hoc Views article for further information)

Step 2. Select Chart from the drop-down at the top of the screen.

Select Chart

By default, a column chart is selected.

 

Step 3. To change the chart type, click the options drop down in the top left corner of the chart area.

Select Chart Options

 

Step 4. Select Chart Types and select Tree Map chart.

Chart Types Option

Hover your mouse over the chart thumbnail to see the chart type name.

Tree map

There are 5 Range charts available:

 

Each chart type displays your data in slightly different ways.

Heat Maps display individual values as colour

Select Tree Map Chart

Select Tree map Chart

 

The Tree Map chart displays data as colour coded rectangles. The size of the rectangle is proportional to the measure it represents. The Tree Map allows multiple fields to be displayed.

 

Step 5. Click and drag a measure from the measures area on the left hand side pane to the column area.  e.g. Count of Clients

 

Add Measures

Tip: All charts must have at least one measure.

 

Step 6. Click and Drag a field to the columns area

e.g. Primary Address City.

This allows the measure data to be broken up by the field information.

Add field to rows

 

The measure is displayed against the selected field.

Tree map Chart

 

Step 7. Add an additional field to the rows area. E.g. Gender

Tree map with added field

You’ll notice when the field is added that the chart may not change.

In the right hand side pane there is a section called Data Level.

Data Level Slider

 

The slider allows you to quickly change the level at which the data is reported.  When the slider is all the way to the left, it shows the measure total.

 

Step 8. Slide the slider all the way to the right.

Tip: If you hover your mouse over the left and right ends of the slider the data level options will be displayed.  Sometimes there are multiple options along the length of the slider.

The rectangles are now split by the additional measure.

Tree Map 2 fields

 

Step 9. Hover your mouse over a rectangle to display the measure information.

Rectangle information

 

Step 10. Click on one of the rectangles to show further information.

More information

 

Clicking on the rectangle brings that field into full screen and displays information about the second measure.

 

Step 11. To return to the previous screen, press the back button at the top right.

 

Step 12. Add an additional field to the chart.

e.g. main source of income

Additional field

 

Step 13. Move the slider to the right

Additional field displayed

The rectangles are broken down further by the added field.

 

Further Information

For further information on Ad Hoc Views and Charts, refer to the following articles:

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