Visualizations → Treemap

About a Treemap visualization

A treemap visualization allows you to represent hierarchical data and structures. Information in a treemap visualization is represented by a rectangular shape, where smaller rectangles represent the sub-groups. The color and size of rectangles highlight the contribution of each item to the whole, within the hierarchy.

A treemap visualization is ideal for displaying both nominal or ordinal data as a chart. Nominal data is categorical. The categories are arbitrary labels without numerical significance that function to describe calculated values. Ordinal data has a natural sequence where the distinct (and often numerical) order functions categorize the calculated values.

The distinction between a visualization and an insight is that an insight is an instance of the visualization. As an instance, an insight has unique configurations that a dashboard developer determines for displaying a chart on a dashboard tab. Insight configurations affect the available user interactions for a dashboard consumer such as the ability to drill down into a grouping dimension and/or coloring dimension.

With three possible dimensions, a treemap visualization offers a dashboard developer the ability to create an insight that groups one or more aggregated or calculated values by one or more attributes. The result is a treemap chart on a dashboard tab that shows:

  • a grouping dimension as the rectangles
  • a coloring dimension as the sub-rectangles
  • a measure as the size and number of rectangles

Configurations for a treemap insight

A dashboard developer first selects a treemap visualization for an insight in the Analyzer. Using the Analyzer, a dashboard developer configures pill properties, filter properties, and insight settings. Insight settings and pill properties determine not only how the treemap chart appears as an insight in a dashboard tab, but also how a dashboard consumer can interact with the treemap chart.

The visualization selection in the Insight panel of the Analyzer determines the available trays. From the Data panel, a dashboard developer adds a column or a formula to a tray. A column or a formula in a tray is a Pill.

Each pill has configurable properties. The parent tray determines the available properties of a pill.

The available trays for a treemap insight are:

  • Grouping Dimension
  • Coloring Dimension
  • Measure
  • Label
  • Tooltip
  • Individual Filter
  • Aggregate Filter
Note

A treemap insight requires one grouping dimension pill and at least one measure pill.

Note

The Coloring Dimension tray is not available when there are two or more measure pills.

Grouping Dimension

From the Data panel, you can add a column or a formula to the Grouping Dimension tray. The treemap insight plots the first pill in the Grouping Dimension tray as a rectangle.

Each pill in the Grouping Dimension tray is a filterable column for the insight.

Coloring Dimension

The Coloring Dimension tray is only available when there is only one measure pill.

From the Data panel, you can add a column or a formula to the Coloring Dimension tray. A coloring dimension is a third dimension represented as a sub-rectangle in the chart. Each pill in the Coloring Dimension tray is a filterable column for the insight.

A defined coloring dimension introduces a Filter by menu as a user interaction for the area chart. With the Filter by menu, a dashboard consumer selects to filter the dashboard by:

  • a grouping and a coloring dimension
  • a grouping dimension
  • a coloring dimension

The pill ordering in the coloring dimension tray defines the following:

  • the first pill is the initial coloring dimension
  • the other pills define an order of user interactions that allow a dashboard consumer to drill down into the next grouping and/or coloring dimension and in doing so, also create one or more dashboard runtime filters

Measure

To create an aggregation or calculation, you can add a column or a formula from the Data panel to the Measure tray.

A treemap insight plots the measure pills as the size and number of the rectangles in the chart. A treemap insight with two or more measure pills does not support the definition of a coloring dimension.

You can select the measure pill to open the Properties panel. In the Properties panel, you can configure various properties such as the Aggregation and Format properties.

Label

From the Data panel, you can add a column or a formula to the Label tray. The Treemap insight plots the pills as labels on the chart.

Tooltip

From the Data panel, you can add a column or a formula to the Tooltip tray. The Treemap insight adds the pill at the end of the tooltip on the chart. You must point at a rectangle in the insight to view the tooltip.

Individual Filter

To filter individual rows for the treemap insight, define an individual filter for the insight. You can add a column or a formula to the Individual Filter tray from the Data panel.

You can select the individual filter pill to open the Filter panel. Using the Filter panel, you can specify the filter operator, one or more filter values, or the filter expression itself with the Formula Builder. You can also disable the individual filter.

To learn more about filter expressions for an individual filter, review Concepts → Individual Filter.

Aggregate Filter

You can define a filter expression that contains an aggregation or calculation using the Aggregate Filter tray.

To create a filter expression, you can add a column or a formula to the Aggregate Filter tray from the Data panel. You can select the aggregate filter pill to open the Filter panel.

Using the Filter panel, you can specify the aggregation, the filter operator, one or more filter values, or the filter expression itself with the Formula Builder. You can also disable the aggregate filter.

To learn more about filter expressions for an aggregate filter, review Concepts → Aggregate Filter.

Pill properties

The parent tray determines the available properties of a pill. There are various possible configurations for each pill type:

  • Grouping dimension pill properties
  • Coloring dimension pill properties
  • Measure pill properties
  • Label pill properties
  • Tooltip pill properties
  • Individual filter properties for a filter expression
  • Aggregate filter properties for a filter expression

You can edit the properties of a grouping dimension, coloring dimension, or a measure pill with the Properties panel for a treemap insight.

To create a filter expression, you can edit the properties of an individual filter or aggregate filter pill with the Filter panel.

In the case of the Filter property of a measure pill, you can open the Filter panel from the Properties panel to create the filter expression.

To open the Properties panel or Filter panel, select the pill arrow.

Grouping dimension pill properties

Here are the properties of a pill in the grouping dimension tray in a treemap insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also copy the column’s fully qualified name by selecting the copy icon.
Formulatext boxWhen you select it, it invokes the Formula Builder to create the formula expression you want. This property is available only when you edit the properties of a formula added to the tray.
Data → Column Labeltext boxEnter the label for the grouping dimension column or formula pill.
Data → Date Partdrop down listWhen the selected column is a date or timestamp, select the part of the date used. The options are:
    •   Full (default)
    •   Year
    •   Quarter
    •   Month
    •   Day
Data → HierarchytoggleThis option is available only for columns from objects with data hierarchy (physical schema objects with self-join). Enable this property to specify the level of data in the hierarchy that you want to include in the insight for the respective column.
Hierarchy → Leveltext boxEnable Hierarchy to configure this property. Enter a numeric value that represents the level of data you want to include in the insight. Leave blank or enter -1 to include all levels.
Data → Sort Bydrag and dropDrag and drop a column or formula to sort the labels by
Format → Date Formatdrop down listSelect the format of the formula or date column. This option is available only when you edit the pill properties for a date column or a formula.
Format → Date Masktext boxEnter a customized date format or select a predefined one to appear in this text box
Drill Down → Dashboards Drill DownlinkSelect + Add Dashboard to select a dashboard tab to drill down to when the user selects a grouping dimension value in the insight
Add Dashboard → Include Runtime FilterstoggleEnable this property to pass the applied filter, if any, from one dashboard to another
Add Dashboard → Search Dashboardtext boxEnter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.

Coloring dimension pill properties

The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to open the Properties panel and configure the related properties.

Here are the properties of a pill in the coloring dimension tray in an area insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also copy the column's fully qualified name.
Formulatext boxSelect to invoke the Formula Builder and create the formula expression. This property is available only when you edit the properties of a formula added to the tray.
Data → Column Labeltext boxEnter the label for the coloring dimension column or formula pill
Data → Date Partdrop down listWhen the selected column is a date or timestamp, select the part of the date used. The options are:
    •   Full (default)
    •   Year
    •   Quarter
    •   Month
    •   Day
Data → HierarchytoggleThis option is available only for columns from objects with data hierarchy (physical schema objects with self-join). Enable this property to specify the level of data in the hierarchy that you want to include in the insight for the respective column.
Hierarchy → Leveltext boxEnable Hierarchy to configure this property. Enter a numeric value that represents the level of data you want to include in the insight. Leave blank or enter -1 to include all levels.
Data → Sort Bydrag and dropDrag and drop the column or formula to sort the legend categories and their related areas
Format → Format Color PalettetoggleEnable this property to display the color palette, which allows you to change the color of a category

Measure pill properties

The parent tray determines the available properties of a pill. Select the arrow to the right of the pill name to open the Properties panel and configure the related properties.

Here are the properties for a pill in the measure tray in a treemap insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also copy the column’s fully qualified name by selecting the copy icon.
Formulatext boxSelect to invoke the Formula Builder and create the formula expression. This property is available only when you edit the properties of a formula added to the tray.
Data → Column Labeltext boxEnter the label for the measure pill.
Data → Date Partdrop down listWhen the selected column is a date or timestamp, select the part of the date used. The options are:
    •   Full (default)
    •   Year
    •   Quarter
    •   Month
    •   Day
Data → Aggregationdrop down listSelect the aggregation option for the measure values. The available options vary. The options are:
    •   Average
    •   Count
    •   Distinct
    •   Median
    •   Min
    •   Max
    •   Sum
    •   Formula
    •   None
Data → Scaledrop down listSelect the chart scale. The options are:
    •   None
    •   Percent (%)
    •   Thousands (K)
    •   Millions (M)
The default is None.
Data → Running TotaltoggleEnable this property to display the measure values as a running total
Data → Filterdrag and dropDrag and drop a column or formula to filter the measure
Format → Number Formatdrop down listSelect the format of the measure (e.g. Dollar Rounded)
Format → Decimal Placestext boxThis property appears when you select Decimal, Dollar, Euro, Yen, or Percent as the Format. Enter the number of decimal places to display for the measure value.
Format → Thousands SeparatortoggleThis property appears for all Format options, except No Format. Enable this property to include a comma separator for values of 1000 or greater.
Format → PercentagetoggleEnable this property to format the value as a percentage
Format → Prefixtext boxAdd a prefix to the measure labels. The prefix cannot contain single quotes.
Format → Suffixtext boxAdd a suffix to the measure labels. The suffix cannot contain single quotes.
Format → Abbreviate on HovertoggleEnable this property to abbreviate the measure value upon hover
Drill Down → Dashboards Drill downlinkSelect + Add Dashboard to select a dashboard tab to drill down to when the user selects a measure value in the insight
Add Dashboard → Include Runtime FilterstoggleEnable this property to pass a filter from one dashboard to another
Add Dashboard → Search Dashboardtext boxEnter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.
Advanced → Base Fielddrag and dropDrag and drop a column to join two physical schema objects that are not directly joined. To learn more, review Concepts → Base Table.
Advanced → Query PlanbuttonSelect to access the Query Plan Viewer to check the Direct Data Map path that Incorta Analytics Service uses to retrieve or calculate the measure

Label pill properties

Here are the properties of a pill in the label tray in a treemap insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also copy the column’s fully qualified name by selecting the copy icon.
Formulatext boxSelect to invoke the Formula Builder and create the formula expression. This property is available only when you edit the properties of a formula added to the tray.
Data → Column Labeltext boxEnter the label for the label pill.
Data → Date Partdrop down listWhen the selected column is a date or timestamp, select the part of the date used. The options are:
    •   Full (default)
    •   Year
    •   Quarter
    •   Month
    •   Day
Data → Aggregationdrop down listSelect the aggregation option for the values. The available options vary. The options are:
    •   Average
    •   Count
    •   Distinct
    •   Median
    •   Min
    •   Max
    •   Sum
    •   Formula
    •   None
Data → Scaledrop down listSelect the chart scale. The options are:
    •   None
    •   Percent (%)
    •   Thousands (K)
    •   Millions (M)
The default is None.
Data → Running TotaltoggleEnable this property to display the values as a running total
Data → Filterdrag and dropDrag and drop a column or formula to filter the label
Format → Number Formatdrop down listSelect the format of the value (e.g. Dollar Rounded)
Format → Decimal Placestext boxThis property appears when you select Decimal, Dollar, Euro, Yen, or Percent as the Format. Enter the number of decimal places to display for the value.
Format → Thousands SeparatortoggleThis property appears for all Format options, except No Format. Enable this property to include a comma separator for values of 1000 or greater.
Format → PercentagetoggleEnable this property to format the value as a percentage
Format → Prefixtext boxAdd a prefix to the labels. The prefix cannot contain single quotes.
Format → Suffixtext boxAdd a suffix to the labels. The suffix cannot contain single quotes.
Format → Abbreviate on HovertoggleEnable this property to abbreviate the value upon hover
Drill Down → Dashboards Drill downlinkSelect + Add Dashboard to select a dashboard tab to drill down to when the user selects a value in the insight
Add Dashboard → Include Runtime FilterstoggleEnable this property to pass a filter from one dashboard to another
Add Dashboard → Search Dashboardtext boxEnter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.
Advanced → Base Fielddrag and dropDrag and drop a column to join two physical schema objects that are not directly joined. To learn more, review Concepts → Base Table.
Advanced → Query PlanbuttonSelect to access the Query Plan Viewer to check the Direct Data Map path that Incorta Analytics Service uses to retrieve or calculate the values

Tooltip pill properties

Here are the properties of a pill in the tooltip tray in a treemap insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also copy the column’s fully qualified name by selecting the copy icon.
Formulatext boxSelect to invoke the Formula Builder and create the formula expression. This property is available only when you edit the properties of a formula added to the tray.
Data → Column Labeltext boxEnter the label for the tooltip pill.
Data → Date Partdrop down listWhen the selected column is a date or timestamp, select the part of the date used. The options are:
    •   Full (default)
    •   Year
    •   Quarter
    •   Month
    •   Day
Data → Aggregationdrop down listSelect the aggregation option for the values. The available options vary. The options are:
    •   Average
    •   Count
    •   Distinct
    •   Median
    •   Min
    •   Max
    •   Sum
    •   Formula
    •   None
Data → Scaledrop down listSelect the chart scale. The options are:
    •   None
    •   Percent (%)
    •   Thousands (K)
    •   Millions (M)
The default is None.
Data → Running TotaltoggleEnable this property to display the values as a running total
Data → Filterdrag and dropDrag and drop a column or formula to filter the label
Format → Number Formatdrop down listSelect the format of the value (e.g. Dollar Rounded)
Format → Decimal Placestext boxThis property appears when you select Decimal, Dollar, Euro, Yen, or Percent as the Format. Enter the number of decimal places to display for the value.
Format → Thousands SeparatortoggleThis property appears for all Format options, except No Format. Enable this property to include a comma separator for values of 1000 or greater.
Format → PercentagetoggleEnable this property to format the value as a percentage
Format → Prefixtext boxAdd a prefix to the tooltip labels. The prefix cannot contain single quotes.
Format → Suffixtext boxAdd a suffix to the tooltip labels. The suffix cannot contain single quotes.
Format → Abbreviate on HovertoggleEnable this property to abbreviate the value upon hover
Drill Down → Dashboards Drill downlinkSelect + Add Dashboard to select a dashboard tab to drill down to when the user selects a value in the insight
Add Dashboard → Include Runtime FilterstoggleEnable this property to pass a filter from one dashboard to another
Add Dashboard → Search Dashboardtext boxEnter a search string to filter the dashboard tree. From the results, select a dashboard tab to drill down to.
Advanced → Base Fielddrag and dropDrag and drop a column to join two physical schema objects that are not directly joined. To learn more, review Concepts → Base Table.
Advanced → Query PlanbuttonSelect to access the Query Plan Viewer to check the Direct Data Map path that Incorta Analytics Service uses to retrieve or calculate the values

Individual filter properties for a filter expression

To filter individual rows for the treemap insight, define an individual filter for the insight. You can add a column or a formula to the Individual Filter tray from the Data panel.

Individual filter properties for a filter expression with a column as a pill

Here are the properties of a filter expression for a column as a pill in the Individual Filter tray for a treemap insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also copy the column’s fully qualified name by selecting the copy icon.
Data → Column Labeltext boxEnter the label for the individual filter pill
Data → Date Partdrop down listWhen the selected column is a date or timestamp, select the part of the date used. The options are:
    •   Full (default)
    •   Year
    •   Quarter
    •   Month
    •   Day
Operatordrop down listSelect the operator to use in the filter expression
Valuesmulti-selectSelect the value(s) to evaluate the column value against. Some operators do not require a value to evaluate against, such as Null and True, and some require more than one value, such as Between. If applicable, enter a string in the search bar to filter the list of values. To add a value to the list, enter it in the text box below the list and select +.
Advanced → Disable FiltertoggleEnable this property to disable the filter. Disabled filters are deleted when you save the insight.
Individual filter properties for a filter expression with a formula as a pill

Here are the properties for a filter expression for a formula as a pill in the Individual Filter tray for a treemap insight:

PropertyControlDescription
Formula labellabelThe formula pill label
Data → Column Labeltext boxEnter the label for the individual filter formula pill
Formula → DynamictoggleEnable this property to select a filter expression session variable as a value
Formulatext boxDisable Dynamic to configure this property. Enter the formula in the Formula Builder to create the filter expression.
Operatordrop down listSelect the operator to use for the filter expression
Valuesmulti-selectSelect the value(s) to evaluate the column value against, if required. Some operators do not require a value to evaluate against, such as Null and True, and some require more than one value, such as Between. In the case that you enable Dynamic, select a filter expression session variable. If applicable, enter a string in the search bar to filter the list of values. To add a value to the list, enter it in the text box below the list and select +.
Advanced → Disable FiltertoggleEnable this property to disable the filter. Disabled filters are deleted when you save the insight.

Aggregate filter pill properties for a filter expression

You can define a filter expression that contains an aggregation or calculation using the Aggregate Filter tray.

Note

The Aggregate Filter tray is not available for a treemap insight with one or more coloring dimension pills.

Aggregate filter pill properties for a filter expression with a column as a pill

Here are the properties of a filter expression for a column as a pill in the Aggregate Filter tray for a treemap insight:

PropertyControlDescription
Column fully qualified namelabelThe fully qualified name of the selected column. This property is available only when you edit the properties of a column in the tray. Select the information icon (the letter i in a circle) to preview the column function (dimension, key, or measure) and samples of the column data. You can also copy the column’s fully qualified name by selecting the copy icon.
Column Labeltext boxEnter the name of the aggregate filter pill
Date Partdrop down listWhen the filter column is a date or timestamp, select the part of the date used. The options are:
    •   Full (default)
    •   Year
    •   Quarter
    •   Month
    •   Day
Aggregationdrop down listSelect the aggregation type to use in the filter. The available aggregation types are:
    •   Average
    •   Count
    •   Distinct
    •   Median
    •   Min
    •   Max
    •   Sum
    •   None
Available aggregations vary according to the column data type.
Operatordrop down listSelect the operator to use for the filter expression
Valuestext boxEnter one or more values to use for the filter expression
Disable FiltertoggleEnable this property to disable the filter. Disabled filters are deleted when you save the insight.
Aggregate filter properties for a filter expression with a formula as a pill

Here are the properties of a filter expression for a formula as a pill in the Aggregate Filter tray for a treemap insight:

PropertyControlDescription
Column Labeltext boxEnter the label of the aggregate filter formula pill
Formulatext boxEnter the formula in the Formula Builder to create the filter expression
Disable FiltertoggleEnable this property to disable the filter. Disabled filters are deleted when you save the insight.

Settings panel

With the Settings panel, you can configure additional properties for the treemap insight. To open the Setting panel, in the Analyzer, in the Action bar, select Settings (gear icon).

PropertyControlDescription
General → Max Rowstext boxEnter the maximum number of categories to show on the chart. A value lower than the number of the insight query rows returned will restrict results. A value of 0 will include all rows.
General → Auto RefreshtoggleEnable this property to automatically refresh the insight preview while editing it in the Analyzer. There is a tenant configuration in the CMC Clusters Manager that can globally enable or disable this feature at the tenant level.
General → Data SamplingtoggleEnable this property to use and analyze a representative subset of data in the insight
Layout → Data LabelstoggleEnable this property to display labels on the chart
Layout → ValuestoggleEnable this property to display measure values on the chart
Layout → Vertical AlignmentbuttonAdjust the text alignment vertically. The options are:
    •   Top
    •   Center
    •   Bottom
Layout → Horizontal AlignmentbuttonAdjust the text alignment horizontally. The options are:
    •   Left
    •   Center
    •   Right
Advanced → Max Groupstext boxSet the maximum number of groups that cannot be exceeded in the insight
Advanced → Join Measuresdrop down listSelect Yes to calculate the group-by function across joined tables

User interactions for a treemap insight

As a dashboard consumer, you can interact with a treemap insight on a dashboard tab. Some interactions will affect only the treemap chart. Other interactions will affect both the treemap chart and the dashboard. The creation of one or more dashboard runtime filters is an example of a user interaction that affects all applicable insights on all tabs of a dashboard.

Note

Some user interactions require specific configurations by a dashboard developer and therefore may not be available.

Here are the possible types of user interactions for a treemap insight:

  • Select a legend label to hide (and then select again to show) the related area
  • Select a point on a treemap border to drill down into a grouping dimension and in doing so, create a dashboard runtime filter
  • Select a point on an area border to open the Filter by menu and select an option to drill down into a grouping dimension and/or coloring dimension and in doing so, create a dashboard runtime filter
  • Select a point on an area border to open the Go to menu and select a dashboard tab to navigate to (requires a dashboard drill down configuration for a coloring dimension or grouping dimension pill)
Note

A dashboard runtime filter affects all applicable insights on all tabs of a dashboard. A dashboard runtime filter appears as a filter bar pill and displays the filter expression.

More Options menu for a treemap insight

Role-Based Access Control (RBAC) enforces access to certain features and functionality. With Discretionary Access Control (DAC), a user who owns the dashboard can control the access to the dashboard. Access rights include the ability to view, share, and edit the dashboard. Together, RBAC and DAC affect the available selections in both the Action bar and the More Options menu for an insight.

For more information about RBAC and DAC, review Tools → Security Manager.

In addition, certain tenant configurations by a Cluster Management Console (CMC) Administrator affect the available selections in the More Options menu for an insight.

Download

  • For the treemap insight, select Download, or select More Options (⋮ vertical ellipsis), and then select Download as....
  • Select the download file format:
    • PNG
    • JPEG
    • SVG
    • PDF

View as Table

The View as Table is an Incorta Labs feature and a tenant configuration. A CMC Administrator must enable the feature.

To view a treemap insight as a Listing Table or Aggregated Table, follow these steps:

  • For the treemap insight, select More Options (⋮ vertical ellipsis).
  • Select the table type:
    • View as Regular Table
    • View as Aggregated Table

For a Listing Table or Aggregated Table, you can:

Set Alert

You can set an alert that identifies specific changes to a treemap insight by defining a filter expression for a measure filter, individual filter, and/or aggregate filter.

  • For the treemap insight, select More Options (⋮ vertical ellipsis).
  • Select Set Alert. Refer to the Scheduler document for additional information on Data Alerts.

Steps to create a treemap insight

For an existing dashboard, to create a treemap insight for a given dashboard tab, follow these steps:

  • If not already open, open a dashboard.
  • To add a new insight to the dashboard, in the Action bar, select +.
  • If needed, in the Analyzer, in the Data panel, select Manage Dataset.
  • In the Manage Data Sets panel, select one or more business schema views and/or one or more physical schema tables.
  • To close the Manage Data Sets panel, select X or any other area of the Analyzer.
  • In the Insight panel, select V.
  • In Charts, select the Treemap visualization.
  • From the Data panel, drag and drop various columns to various trays in the Insight panel:
    • Grouping Dimension
    • Coloring Dimension
    • Measure
    • Label
    • Tooltip
    • Individual Filter
    • Aggregate Filter
  • Configure the pill properties using the Property panel or Filter panel.
  • Configure various insight properties using the Settings panel.

Example of a treemap insight

In this example, you will create a treemap insight that shows the revenue and cost per product subcategory. The example uses the SALES schema that comes with the Sample Data.

Note

In the CMC, create a tenant that includes Sample Data. The Sample Data includes the SALES schema.

Add an insight

  • In the Action bar, select +.
  • In the Data panel, select Manage Dataset.
  • In the Manage Data Sets panel, in Tables, select the SALES schema.
  • Close the Manage Data Sets panel.
  • In the Insight panel, under Charts, select Treemap.
  • From the Data panel, drag and drop the following columns to the respective tray:
    • From the Products table, drag and drop Category to the Grouping Dimension tray.
    • From the Sales table, drag and drop Revenue and Cost to the Measure tray.
      • Select the arrow to the right of the pill to open the Properties panel.
      • For Number Format, select Dollar Rounded from the drop down list.
    • From the Data panel, drag and drop Add Formula to the Tooltip tray.
  • The Formula Builder automatically opens:
    • In the Formula Editor, enter SALES.SALES.AMOUNT_SOLD - SALES.SALES.COST_OF_GOODS.
    • Select Validate & Save.
    • In the Properties panel,
      • For Column Label, enter Gross Profit.
      • For Number Format, select Dollar Rounded from the drop down list.
    • From the Sales table, drag and drop the Year to the Individual Filter tray.
    • For Values, select 2010.
  • Name the insight 2010 Revenue, Cost, and Gross Profit Per Product Category.
  • Select Save.
Note

To view the tooltip information, point at a rectangle in the treemap insight.