Treemap in Power BI

A Treemap is a visualization that displays hierarchical data using nested rectangles. Each rectangle represents a category, and the size of the rectangle is proportional to a specific value (e.g., sales, profit). It is useful for comparing proportions within a category and identifying trends at different levels.

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Research Questions and Steps for Treemap using Sample Superstore Dataset

Question 1: Which product categories contribute the most to total sales?

Steps:

1.     Load the Sample Superstore dataset into Power BI.

2.     Select the Treemap chart from the Visualizations pane.

3.     Drag the "Category" column to the Group (Category) field.

4.     Drag the "Sales" column to the Values field.

5.     (Optional) Add "Sub-Category" to the Group field to drill down further into product types.

6.     Format the Treemap:

o    Change colors for better visibility.

o    Display data labels for each section.

7.     Analyze the results: The largest rectangles represent the categories contributing the most to sales.

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Question 2: Which regions generate the highest profit in different product categories?

Steps:

1.     Insert a Treemap visualization in Power BI.

2.     Drag "Region" to the Group (Category) field.

3.     Drag "Profit" to the Values field.

4.     Drag "Category" to the Details field (this will break down the profit by category within each region).

5.     Apply Filters (Optional):

o    Use a slicer for Ship Mode or Segment to analyze specific business scenarios.

6.     Format the visualization:

o    Adjust colors to differentiate regions.

o    Enable data labels for better readability.

7.     Interpret Insights:

o    Identify which regions are the most profitable.

o    Check if any regions are facing losses.

 

 

Yes! Here are two additional research questions using the Treemap visualization in Power BI on the Sample Superstore dataset, along with all possible steps to create them.

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Question 3: How do different sub-categories contribute to overall sales in each category?

Steps:

1.     Load the Sample Superstore dataset into Power BI.

2.     Select the Treemap chart from the Visualizations pane.

3.     Drag "Category" to the Group (Category) field.

4.     Drag "Sub-Category" to the Details field (this will allow a deeper breakdown of sales within each category).

5.     Drag "Sales" to the Values field.

6.     Apply formatting:

o    Enable data labels to display sales values.

o    Adjust colors for better clarity.

7.     Analyze the results:

o    Identify which sub-categories contribute the most to sales within each category.

o    Check for sub-categories with lower sales contributions.

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Question 4: How does profit distribution vary across different states in each region?

Steps:

1.     Open Power BI and load the dataset.

2.     Select Treemap from the Visualizations pane.

3.     Drag "Region" to the Group (Category) field (this will categorize data by region).

4.     Drag "State" to the Details field (this will break down the profit per state within each region).

5.     Drag "Profit" to the Values field.

6.     Apply Filters (Optional):

o    Add a slicer for Segment to analyze different customer segments.

o    Add a slicer for Ship Mode to check if delivery methods impact profit.

7.     Format the Treemap:

o    Adjust colors for profit vs. loss visualization.

o    Enable data labels for easy readability.

8.     Analyze the insights:

o    Identify which regions and states contribute the most/least to profit.

o    Recognize patterns where certain states may be incurring losses.

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