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TreeMap chart in Tableau - Tableau charts

A tree map in under two minutes, plus a bubble chart for free just by switching the mark type.

Part ofTableau Charts
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  • Create a tree map by dragging a measure to Size and a dimension to Colour while the mark type stays on Automatic
  • Change the default colours via Edit Colors to pick a more suitable palette such as purple, pink and grey
  • Add labels by dragging a dimension and a measure onto Label, or hold Ctrl/Cmd and drag
  • Reorder dimensions in the hierarchy on the left to control the tree map's sort order and layout
  • Switching the mark type from Square to Circle turns the tree map into a bubble chart

You can build a tree map in Tableau in a couple of minutes just by putting a measure on Size and a dimension on Colour, and a small tweak to the mark type turns the same view into a bubble chart for free.

Built from a dataset with a measure (sales) and a product hierarchy of category, subcategory and manufacturer, using the default Automatic mark type.

The Breakdown
  1. Drag a measure onto Size 0:00

    Start by dragging your measure onto Size with the mark type left on Automatic — this establishes the basic tree map shape before anything else is added.

  2. Add a dimension to Colour 0:13

    Drag a dimension onto Colour to split the tree map into distinct coloured segments, one per category value.

  3. Customise the colour palette 0:21

    If the default colours don't suit, open Edit Colors, choose another palette, assign it, and apply — a quick styling tip independent of the rest of the build.

  4. Add labels for context 0:41

    Drag a dimension and a measure onto Label (or hold Ctrl/Cmd and drag directly) to surface category names and values on each tile.

  5. Expand the hierarchy for more detail 1:01

    Clicking the plus next to a dimension in the hierarchy drills the tree map down another level, letting you go as deep as your hierarchy allows.

  6. Reorder dimensions to control layout 1:21

    Tableau sorts and nests the tree map in the order dimensions sit in the hierarchy pane on the left, so dragging a dimension higher or lower in that list rearranges which grouping dominates the layout — reorder here rather than expecting the chart to resort itself.

  7. Switch mark type for a bubble chart 1:40

    Square and Automatic give the same tree map, but switching the mark type to Circle turns the identical view into a bubble chart, essentially a second chart from the same setup.

Worth Knowing
  • Automatic and Square mark types produce an identical tree map, so there's no need to manually pick Square.
  • The order you stack dimensions in the hierarchy directly determines the tree map's grouping and sort order, not just the colours.
Use It When

Reach for a tree map when you want to show part-to-whole proportions across a hierarchy at a glance, and switch to the bubble chart variant when you want the same size/colour encoding in a less blocky layout.

How this Rollup was made provenance & method

A Rollup is drafted by AI from the video's transcript, then reviewed and edited by Tim. Everything used to produce this one is listed below — the model, the exact prompt, and the source video — so the process is transparent and reproducible.

Transcription
On-device — NVIDIA Parakeet v3 for recent videos, OpenAI Whisper large-v3 for earlier ones. The transcript never leaves the machine or gets published.
Drafting
Claude Sonnet 5 in the cloud, from that transcript.
Prompt
The exact Rollup prompt (v2) — the full system prompt, unedited.
Source video
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Drafted
5 July 2026 at 09:38
Reviewed & edited
5 July 2026 at 09:41 · by Tim Ngwena

Model + prompt + video is everything you'd need to recreate a Rollup like this yourself. The one thing we don't share is the transcript.

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