Treemap and sunburst in Excel - Dashboard Guide

Dashboard Mode - Treemap and sunburst

Dashboard Goal

This dashboard helps you understand how sales are distributed across different product categories and subcategories. It answers: Which categories and subcategories contribute most to total sales?

Sample Data

Category	Subcategory	Sales
Electronics	Phones	1500
Electronics	Computers	2500
Furniture	Chairs	1200
Furniture	Tables	800
Clothing	Men	1000
Clothing	Women	1300
Clothing	Kids	700

Dashboard Components

• KPI Card: Total Sales
  Formula: =SUM(C2:C8)
  Result: 9000
• Treemap Chart: Shows sales by Category and Subcategory.
  Data source: Columns A (Category), B (Subcategory), and C (Sales).
  Use Excel Insert > Hierarchy Chart > Treemap.
• Sunburst Chart: Shows sales distribution by Category and Subcategory in a circular layout.
  Data source: Same as Treemap.
  Use Excel Insert > Hierarchy Chart > Sunburst.

Dashboard Layout

+----------------------+----------------------+
|      Total Sales      |      Treemap Chart    |
|       (KPI Card)      |                      |
+----------------------+----------------------+
|                   Sunburst Chart                |
|                                                  |
+--------------------------------------------------+

Interactivity

Add a slicer for Category to filter data. When you select a category in the slicer:

• The Total Sales KPI updates to show sales only for the selected category.
• The Treemap chart updates to show only the selected category and its subcategories.
• The Sunburst chart updates similarly to reflect the filtered data.

This helps you focus on one category at a time.

Self Check

If you add a filter for Category = Electronics, which components update and what do they show?

• Total Sales KPI: Updates to 4000 (1500 + 2500).
• Treemap Chart: Shows only Electronics category with Phones and Computers subcategories sized by their sales.
• Sunburst Chart: Shows only Electronics category and its subcategories.

Key Result

Dashboard showing total sales and sales distribution by category and subcategory using treemap and sunburst charts.