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Power BI – How to Format Tree Map?

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Tree Maps are the visualizations that display dataset values in the form of a hierarchical rectangle-cut format. We prefer Tree Map whenever we want to show large hierarchical data, in a limited space, with a better color combination, we have treemap as our first choice, also when we have a correlation between color and size easy to adopt. We have various options to format tree maps. We can add legends, data labels, etc. In this article, we will learn how to format a tree map in Power BI and explore its various options.

Formatting a Tree Map in Power BI

After the successful, creation of a tree map in Power BI. We have multiple options to format it. For example, adding the title to the map, changing the color, and position of the map, and adding tooltips, and legend colors, to the tree map. We have been given a dataset, name, and Employee.

Dataset

 

We have created the map, by adding the Employee Name in the category, Joining Bonus in the details, and Sum of salary in Values. We will explore every option to format the tree map in Power BI. There are two types of Formatting in visualizations i.e. visual formatting and general formatting.

Treemap-created

 

Visual Formatting

Visual formatting comprises 4 options i.e. Legends, colors, Data labels, and category labels.

Visual-formatting

 

Legends

Legends are the property that is used to sub-categorize the data for better analytics. It divides the data into different sub-groups. Click on the Legend option. A drop-down appears. We have multiple options available here i.e. Options, Text, and Title.

Clicking-legends-option

 

The following are the steps:

Step 1: Click on the Options property, we can change the position of the legends in the map. For example, Top Left, Top Center, etc.

Changing-position-of-legends

 

Step 2: Using the Text property, we can change the color and font size of the legends i.e. Department. Click on the Title, to customize the title i.e. Department.

Changing-color-font-size-of-legends

 

Step 3: Click on the Title property. We can customize the title of the legends. By default, it is the name of the column which is dragged inside the Legends section.

Customizing-title

 

Colors

Click on the colors option. A drop-down appears. The colors have been divided on the basis of each data set value property. For example, Arushi is shown in light blue color.

Changing-colors

 

Data Labels

Data labels provide additional information on the rectangles. For example, Arushi and Gautam have a salary of 50K and 40K, and they want to display that on their respective allocated rectangles. Click on the Data labels option. The salary data label will be added to the entire chart. Also, a drop-down appears. We have an option inside data labels i.e. Values, we can customize the font, text, or color of the salary column. Using Display units, we can change the unit of the salary column. 

Customizing-Font-text-color-using-data-labels

 

Category Labels 

Category labels are the labels, for the data set values under the category and details section. By default, the category labels option is enabled. Click on the category labels. A drop-down appears. We have an option name Values, to customize the font, text, or color of the category column i.e. employee name.  

Editing-category-labels

 

General Formatting

There are multiple options in general formatting. For maps, we have options like Title, tooltip, effects, alt text, etc. We will look at each of the options in detail.

General-formatting

 

Property

The property option is generally present in every visualization. It contains three options, Size, position, and Advance options. We, generally do not use these properties, because all are easily accessible with mouse clicks. The size property helps to resize the visualization created. The position property changes the position of the visualization, in the report. The Advance option comprises adding a layer order, which is rarely used.

Clicking-property-option

 

Title

The title formatting is present in every visualization. As the name suggests, it adds a heading to the visualization. Click on the slider to enable the title.

The following are the steps:

Step 1: Click on the Title option. A drop-down list appears. Add the title, under the Text section. For example, the Sum of Salary by Employee name and Joining Bonus. We can view in the image a title is added to the map. As done previously we can customize the size, font type of the title, etc.

Changing-title-of-map

 

Step 2: We can also change the color of the title. Under the text color, select the required color. For example, yellow in this case. The title color changes to yellow.

Changing-color-of-title

 

Effects

The effects section comprises three features i.e. Background, Visual Border, and Shadow. All works according to their names. The background adds a background color to the visualization, the Visual border adds a border around the visualization, and the shadow option creates a shadow on the outskirts of the visualization.

Three-features-of-effects-option

 

The following are the steps:

Step 1: Click on the Background option. Select the color of the background accordingly. For example, Black. We can view in the below image that the background of the map changed to black.

Changing-background-color

 

Header Icons

Header icons are the options, present on the top of the visualization. For the map, there are two options, filter on visuals and more options. Click on the header-icons option, we will get various options, like Background, Border, and Icons. One can set its colors as per choice.

Header-icons

 

Tooltips

Consider a situation, where we want to display the fields added by hovering over the map, then this task can be achieved by the Tooltips option. Tooltips have three properties i.e. Options, Text, and Background. Click on the tooltips option. Now, for example, we hover over Arushi’s data point, then Employee name as Arushi, Joining Bonus as 30000, and Sum of Salary 50000. We can set text and background color according to our needs.

Tooltips

 

Alt Text

Alt text is a property present in each visualization. People generally misinterpret, alt text by its name, they think that alt text will be displayed when they hover over the visualization. Alt text is for the persons, who cannot see the visuals, images, etc. This option is only available if you are using a narrator in your system. When your narrator is active, then this alt text will be spoken by the system. Click on the Alt text, and type the required text. 

Adding-alt-text

 



Last Updated : 16 Jan, 2023
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