Treemap in Power BI - Real Business Scenario

Scenario Mode

👤 Your Role: You are a sales analyst at a retail company.

📋 Request: Your manager wants a visual summary of sales by product category and subcategory to quickly see which areas contribute most to revenue.

📊 Data: You have sales data including Product Category, Product Subcategory, and Sales Amount for the last quarter.

🎯 Deliverable: Create a treemap visualization in Power BI that shows sales by category and subcategory.

Sample Data

Product Category	Product Subcategory	Sales Amount
Electronics	Phones	15000
Electronics	Computers	22000
Electronics	Accessories	8000
Clothing	Men	12000
Clothing	Women	18000
Clothing	Kids	7000
Home	Furniture	14000
Home	Kitchen	9000
Home	Decor	6000

1

Step 1: Load the sales data into Power BI Desktop.

Use 'Get Data' > 'Excel/CSV' or paste data directly.

Expected Result

Sales data table appears in Power BI with columns: Product Category, Product Subcategory, Sales Amount.

2

Step 2: Create a new measure to sum Sales Amount.

Total Sales = SUM('SalesData'[Sales Amount])

Expected Result

Measure 'Total Sales' calculates total sales correctly.

3

Step 3: Insert a Treemap visual on the report canvas.

From Visualizations pane, select 'Treemap'.

Expected Result

Blank treemap visual appears on the report.

4

Step 4: Add 'Product Category' to the Group field of the treemap.

Drag 'Product Category' column to 'Group' in treemap fields.

Expected Result

Treemap shows main blocks for each product category.

5

Step 5: Add 'Product Subcategory' to the Details field of the treemap.

Drag 'Product Subcategory' column to 'Details' in treemap fields.

Expected Result

Treemap subdivides each category block into subcategory blocks.

6

Step 6: Add the 'Total Sales' measure to the Values field of the treemap.

Drag 'Total Sales' measure to 'Values' in treemap fields.

Expected Result

Block sizes in treemap reflect sales amounts.

7

Step 7: Format the treemap for clarity: enable data labels and adjust colors for contrast.

In Format pane, turn on 'Data labels' and choose accessible colors.

Expected Result

Treemap shows sales values on blocks with clear color differences.

Final Result

Treemap Visualization

+-----------------------------+
| Electronics                 |
|  +---------+  +---------+   |
|  | Phones  |  |Computers|   |
|  | $15k    |  | $22k    |   |
|  +---------+  +---------+   |
|  +------------+             |
|  |Accessories | $8k         |
+-----------------------------+
| Clothing                   |
|  +-------+  +-------+  +---+|
|  | Men   |  | Women |  |Kids|
|  | $12k  |  | $18k  |  |$7k |
|  +-------+  +-------+  +---+|
+-----------------------------+
| Home                      |
|  +---------+  +------+  +--+|
|  |Furniture|  |Kitchen| |Decor|
|  | $14k   |  | $9k   | |$6k |
|  +---------+  +------+  +--+|
+-----------------------------+

✓Computers in Electronics category have the highest sales at $22,000.

✓Women's clothing sales are strong at $18,000, leading the Clothing category.

✓Home Furniture sales are significant at $14,000 compared to other Home subcategories.

Bonus Challenge

Add a slicer to filter the treemap by Product Category so the manager can focus on one category at a time.

Show Hint

Use the 'Slicer' visual and add 'Product Category' to its field. Connect slicer to the treemap.