Tree

Display parent-child relationships in a clear hierarchical layout with the Tree Chart extension for Tableau.

First Steps

Select the sheet or parameter you want to use for the Tree diagram. The list shows all sheets added to the dashboard. Click the desired sheet name.

Data Format

The data may be provided in either hierarchical or source/target format.

Customization

Click the settings button to customize the Tree. Three methods are available:

• Direct: Enter a value directly in the window.
• Parameter: Select a parameter; its value defines the characteristic.
• Field: Select a field in the sheet; its values define the element aspects.

Tree Customization Options

Name	Default	Accepted Values	Additional Information
background color	white	HTML names, hexadecimal, rgb. See color names and codes	Ex: LightBlue, #ADD8E6, rgb(173, 216, 230).
highlight color	red	HTML names, hexadecimal, rgb. See color names and codes	Ex: LightBlue, #ADD8E6, rgb(173, 216, 230).
width	none	Field value	The width of the tree diagram.
data color	none	HTML names, hexadecimal, rgb. See color names and codes	Ex: LightBlue, #ADD8E6, rgb(173, 216, 230).
palette	none	Palette names: tableau 10, tableau 20, colorblind, seattle grays, traffic light, miller stone, superfishel stone, nuriel stone, jewel bright, summer, winter, green-orange-teal, red-blue-brown, purple-pink-gray, hue circle
depth	3	Number	The number of layers displayed in the tree diagram.
save state	false	true, false	If true, the tree state (if the nodes are open or closed) is saved when the dashboard is closed and restored when reopened.
radial	0	0, 180, 360
orientation	east	east, north, south, west
font size	14	Number	The font size of the value are always 2px thinner than the selected font size.
node padding	30/70	Number	If the orientation is south or north, the pading is set to 70 by default.
node size	3	Number
node stroke width	1.5	Number	Width of the circle if no field is selected for Width customization.
link color	parent	parent, child, none
link width	1.5	Number
proportional labels	false	true, false
hide inter/Mediate labels	false	true, false
display values	false	true, false

Filtering

Filter Configuration Procedure

1. Click the filter button.
2. Select Target Sheet: Choose the sheet where you want to apply the filter.
3. Choose Source and Target Field: Set the source and target fields. The value from the source field will be passed to the target field.
4. Save: Click Save to confirm the filter.

Filter Application

Click a node to apply the filter to the target sheet. Hold Ctrl and click to select multiple elements.

Freeing Filters

To remove the filter:

• Click the selected element
• Click an empty part of the graph
• Click the free filter button

Filter Removal

To delete a filter, check its row in the table and click Remove.

Step by step tutorial

Create a sheet with your data and add it to the dashboard.

You can further customize the Tree by clicking on the customisation button. In this example, the background color is controlled with a parameter. The width and data color are taken from the sheet. The link color and proportional labels are set directly in the window.

Double-click a node to open or close it. Single-click highlights the node's path.

To create a filter, click the filter icon. Select the target sheet, source field, and target field, then click Save. The filter is now active. Click a node to apply the filter. Hold Ctrl and click to select multiple elements.

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