Tree Chart

A tree chart displays an organizational hierarchy defined by parent-child relationships.

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To create a tree chart, follow the basic steps below:

Configure your data

The chart should be based on a data set containing parent-child relationship such as that below. See Prepare Your Data for information on how to manipulate your data, if it is not currently in this form.

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If you are new to charting, see the following section:

Open a Chart for Editing…​
Watch Video: Create a Chart (Open the Chart Editor)

This video might show an earlier version of the feature or operation that differs in minor ways from the current version.

Follow the steps below to get started with a new Chart. See Basic Charting Steps for more details.

  1. If necessary, create a new Dashboard. (See Create a New Dashboard.)

  2. From the Toolbox panel, drag a Chart component into the Dashboard.

    addingChart

  3. Resize the Chart as desired by dragging the handles.

    resizeChartHandle 1

  4. Press the ’Edit’ button in the center of the Chart or press the ‘Edit’ button edit in the top-right corner.

    ChartEditButton

    This opens the same Visualization Recommender available for creating a new Dashboard. (See Create a New Dashboard.)

  5. To bypass the Recommender, press the ‘Full Editor’ button edit at the top right to open the Chart Editor.

    ChartEditorIntro

  1. Press the ‘Select Chart Style’ button auto chart type. Choose the ‘Tree’ style. Press the ‘Apply’ button submit.

    treeChartVS1

  2. From the ‘Dimensions’ folder of the Data Source panel, drag the desired parent dimension to the ‘Source’ region.

    What is a dimension?

    A dimension is used to break-down the dataset into multiple groups, often within a Crosstab, Chart, or Selection List. Adding a dimension to the ‘X’ region of a Chart distinguishes the different dimension groups by location on the X-axis. Adding a dimension to the ‘Y’ region distinguishes the different dimension groups by location on the Y-axis. You can add multiple dimensions into the ‘X’ or ‘Y’ regions of a Chart, or into the ‘Rows’ or ‘Columns’ regions of a Crosstab, to create multiple grouping levels. You can also distinguish groups in a dimension by using color, shape, size, or label in a Chart.

    treeChartVS3

    To convert a measure to a dimension, right-click the measure in the data source and select ‘Convert to Dimension’.

  3. From the ‘Dimensions’ folder of the Data Source panel, drag a desired child dimension to the ‘Target’ region.

    treeChartVS4

  4. Optional: From the ‘Dimensions’ folder of the Data Source panel, drag a desired dimension to the ‘X’ or ‘Y’ region to break out the diagram along this dimension.

    This will create a disconnected graph for each dimension value, which may not be desirable.

    treeChartVS5

  5. Optional: To break-out the data set into groups using color, size, or text labeling, drag a dimension from the Data Source panel to the ‘Color’, ‘Size’, or ‘Text’ regions. Press the ‘Edit’ button next to ‘Color’ or ‘Size’ to adjust the settings.

    treeChartVS6

    The applied node style is based on the values in the ‘Target’ field. If some nodes are only ‘Source’ nodes and not also ‘Target’ nodes, these nodes will inherit the edge color. To force such source nodes to adopt the color of their first target in the data set instead, enable ‘Apply Aesthetics to Source Nodes’ in the ‘Chart Properties’ dialog box. See Chart Properties for more information about these properties.

  6. Optional: For a date dimension, press the ‘Edit Dimension’ button dimension setting next to the field name in the Chart Editor, and set the ‘Level’ to the desired date grouping. Then press the ‘Apply’ button submit.

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  7. Optional: To represent the weight or strength of the connection between nodes, drag a weight field to the ‘Color’, ‘Shape’, or ‘Size’ region in the ‘Visual’ region.

  8. To represent an aggregate on the chart nodes, from the ‘Measures’ folder of the Data Source panel, drag a measure to the ‘Color’, ‘Size’, or ‘Text’ or region of the ‘Node’ panel.

    What is a measure?

    A measure is generally used for aggregation, for example summation, averaging, correlation, etc., within a Crosstab, Chart, Text component, or Gauge. Adding a measure to the ‘Y’ region in a chart displays the computed aggregates by using locations on the Y-axis. Adding a measure to the ‘X’ region displays the computed aggregates by using locations on the X-axis. You can also display aggregates by using color, shape, size, or label.

    treeChartVS7

  9. Press the ‘Edit Measure’ button measure setting next to the measure, and select the desired aggregation method for the measure.

    Chart Edit Y Axis 1

  10. To set a fixed size or color for the nodes (if not being used to represent dimension or measure), press the ‘Edit Size’ or ‘Edit Color’ button and set the desired value in the ‘Node’ panel.

    treeChartVS8

  11. To set a fixed size or color for the lines (if not being used to represent dimension or measure), press the ‘Edit Size’ or ‘Edit Color’ button and set the desired value.

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  12. Press the ‘Finish’ button submit to close the Editor.

You can proceed to edit the titles, legend, etc. See Basic Charting Steps and Chart Properties for more information. See Add Data Format for information on how to format text on a Chart.