In this blog, we’ll learn How to Create a Treemap in PowerBI. Firstly, we have to understand what is it and when should we use it.
Introduction to TreeMap in PowerBI
Treemap is used to visualize hierarchical data through nested rectangle. The size of each rectangle denotes proportional of value of the data points.
Dataset description
In this lesson, we’ll use a supermarket sales dataset that includes order ID, branch, city, customer type, gender, product line, unit price, quantity, tax, total amount, sale date and time, payment method, cost of goods sold (COGS), gross margin percentage, gross income, and buy rating.
You can access the dataset here.
Description: In this dataset, there following features/columns:
Invoice ID | Unique Identifier for each Invoice |
Branch | There are four branch Site |
City | City where transactions occurred |
Customer Type | Type of Customer – Member or Normal |
Gender | Gender – Male, Female |
Product Line | Type of Product |
Unit Price | Price of a Single Unit of Product |
Quantity | Total Quantity of Product Sell in a Single Purchase |
Tax 5% | 5% of Tax on Cost of Goods Sold |
Total | Total Amount of Items without Tax |
Date | Date of Sale |
Time | Time of Sale |
Payment | Mode of Payment |
COGS (Cost of Goods Sold) | Total Amount of Items with Tax |
Gross Margin Percentage | Total Profit in Percentage |
Gross Income | Total Profit |
Rating | Raing of the purchase in range of 1-10 |
Sample of Data:
Steps to create Treemap in PowerBI
Step1: Open your PowerBI Desktop on your Device
Step2: Click on Get Data button in Home Ribbon and select Text/CSV.
Step3: Open Prompt box will be open to select your text or csv file.
Step4: After selection of dataset, It will pop up a window for Load OR Transform Data. Click on Load to use data on PowerBI.
Step5: In the following picture, data has been loaded successfully.
Step6: Select Treemap from Visualizations Section (Right Hand Side).
Step7: Here, we’ll put the following data (from Sales) in different fields:
Category | Product |
Details | Discount |
Values | Sum of Total Profit |
Step8: Click on Filters (Right Hand Side) to apply some condition.
Step9: Select Product is (All) indicated by red block on Filters.
Step10: Put the values as mentioned in red block.
Note: Filter is used for getting top 5 profitable products. There are lots of things like Format/Style, that can be applied to your visual.
In Visual Section,
- Colors 🡪 Gaming Laptop = #12239E
- Colors 🡪 Gaming Console = #E66C37
- Colors 🡪 Gaming Monitor = #6B007B
- Colors 🡪 Smartphone = #303037
- Colors 🡪 VR Headset = #E1C233
- Category labels 🡪 Values 🡪 Font = Bold
In General Section,
- Title 🡪 Title 🡪 Text = Top 5 Profitable Product
- Title 🡪 Title 🡪 Text color = #E6E6E6
- Effect 🡪 Background 🡪 color = #000000 (Black)
- Effect 🡪 Visual border 🡪 color = #118DFF (Blue)
- Effect 🡪 Visual border 🡪 Rounded corners = 10 px
- Effect 🡪 Shadow = On
Example:
Insights from Treemap
With this Treemap, we are visualizing top 5 profitable products and display at which discount point (0.2, 0.15, 0.1) from dataset.
Top 5 Profitable Products sorted by profit:
Gaming Laptop 🡪 Gaming Console 🡪 Gaming Monitor 🡪 Smartphone 🡪 VR Headset
Conclusion
With Treemap, we can view hierarchical data as a set of nested rectangles, where each rectangle represents a branch of the hierarchy. It helps to understand the structure and distribution of data at different levels of the hierarchy using filters, making it easier to identify trends and insights briefly.
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