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A tree map is a type of data visualization that displays hierarchical data in the form of rectangles.

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This is a tree map.

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What it's showing is the divisional sales distribution.

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By taking a quick look at this, I can tell

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I have three divisions, game, productivity, utility and I have different regions for each division.

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The division with the highest sales seems to be the game division because it's taking up the most area

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here.

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Then productivity then utility.

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Also notice that the rectangles here are organized in descending order. The bigger rectangles come first,

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the smallest one comes last.

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I also notice something is missing from the utility division.

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What seems to be missing here? It's the Asia region. Utility doesn't seem to be selling to Asia.

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These are the benefits of a tree map.

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It gives me a quick idea of how my data is organized. What it doesn't do by default is to show me exact

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numbers and allow me to compare each of these categories exactly with one another.

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For example, I can see that North America seems to be second place.

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It seems to be getting more sales than in Europe but I can't exactly see how much bigger it is.

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If I hover over it, I can actually see the value associated with each one.

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I could also adjust the data labels to include the values. And I'm going to show that to you in a second.

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But if you're interested to presenting to management and they just want to see exact numbers, you might

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want to use another type of chart.

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If you want to give your audience an idea about the structure of your divisions and regions then a tree

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map is a good data visualization tool to use. So let me show you how to set it up from scratch.

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First step is to organize your data.

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In this case I have division, region, and sales.

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Notice that division is grouped together.

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What doesn't matter here is the order of the data.

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We saw that the game division was the division with the highest sales.

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I have it as the second group.

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But notice what happens when I actually insert the tree map.

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Let's just highlight the area here.

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Go to insert, from the charts option.

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.

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There is an icon here to insert a hierarchy chart.

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Click on it, first option is the treemap. That's all you have to do.

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Well, actually you just need to give it a title and you're done.

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The treemap has done the organizing for you, so it brought in the game division first even though it's

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second here.

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It brought in Australia first for the game division even though it's second here.

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Treemaps are one of these newer charts that were introduced to Excel.

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The downside of them is that they don't have the flexibility that the normal charts have.

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For example, for the chart title in a normal chart I could go type in the equals sign here and attach

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the title to a cell. But I can't do that in these newer charts.

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It doesn't let me type in the formula box. I have to type the title in manually.

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Let's see what options we have for our series here.

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Just click on the series

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press Control+1 to bring up the series options. From here

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I just see I don't have that much choice.

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Default seems to be overlapping.

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What happens if I click on none?

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The titles here disappear.

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So these are my division titles.

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If I select none, I have to rely on the legend to tell which division, which area on the chart is. Overlapping

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was the standard here and banner is the one I prefer because it puts the title right above the chart

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And it splits a little bit so we don't get confused on what is the first category and what is the second

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category.

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Once we have the banner, we can actually remove the legend.

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Just press delete and that's it.

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We're done.

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The other thing we could do though is to add data labels to this so let's just click on the data labels here.

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From the label options.

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Let's open this grouping, instead of just showing the category name.

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We can also show the value here.

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Now is this dynamic?

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Let's just do a test. Asia in the productivity division is last here.

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What happens if I change this to a much bigger number?

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Press enter, Asia shifts to here.

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Right.

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The organizing of this is done by the chart itself.

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I don't have to do anything. Which is a great advantage of using treemaps.

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Now what if we wanted to organize this differently?

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What if we wanted regions as our heading and divisions as our rectangles?

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All we have to do is organize our data differently as well.

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So we have to put the regions together basically sort by region and then have the division inside the

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region and then have our sales values.

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Now again once I have that set up, all I have to do is highlight the area, go to insert, and insert a tree map.

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Let's just drag it here and we are all set.

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We have our regions on top and the divisions inside.

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The other thing you might want to do is to change the default color that Excel gives you.

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So here is South America, Asia.

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This seem to be a similar color. I can change that by either clicking in the chart to just highlight

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that area or clicking on the legend.

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For South America, if I just click it on the legend.

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I can go to the fill options here and select a different color from my list here.

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So let's go with a gray color.

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Click two times on the region you want to change the color of, go to solid fill and select the color

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of your choice.

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We can go with the orange here and just repeat for the different regions. Either select from here

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by clicking twice on the legend or by clicking twice on the area in your chart.

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I'm just gonna go ahead and set a color for each of these.

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Now that I have set the color of my choice for each of these areas.

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I can also go and change the series options to banner instead.

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Now my banners get the same color as my rectangles.

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I can remove the legend and all I have to do is to give this a title.

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Let's just do one final testing. What happens if one of the areas becomes bigger than another area?

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Does the entire area shift? Let's do a test for South America, that's right here.

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Let's increase the number by a lot.

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The entire area shifts and everything is sorted automatically.

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So that's how you can work with treemaps in Excel.