Treemap

Nested rectangles by value. What the treemap is for, the data it needs and every option it has.

4 min read

On this page

Nested rectangles by value. It sits in the Part-of-whole group of the widget library.

Example treemap on a BankSync dashboard
An example treemap drawn with sample data. Hover for values and switch between examples.

When to use it#

Use a treemap to show how a total splits across many categories, with each rectangle sized by its share. It suits more categories than a pie can hold, such as spending by merchant, or spending by category and then merchant when you add a second level.

When to pick something else#

  • Just a few categories? A Pie chart or Donut chart reads faster.
  • Need exact comparisons between categories? Use a Bar chart; areas are hard to compare precisely.
  • Want the levels drawn as rings? Use a Sunburst.

The data it needs#

Pick these in the Data tab of the inspector. BankSync suggests a column for each when your source has an obvious match.

FieldNeededPickNotes
CategoryYesa category
ValueYesa number

Each row is drawn as it is, so shape the rows first if you need totals. See Shaping data.

Treemap options#

Set these on the Style tab of the inspector. "Automatic" means BankSync picks a value from the chart's size and data.

OptionWhat it doesValuesNew charts start with
Tile layoutHow tiles are arranged. Squarify keeps tiles close to square; slice and dice cut the space into strips.Squarify, Binary, Slice, Dice, Slice diceSquarify
Gap between tilesSpace between neighbouring tiles, in pixels.Number, 0 or moreAutomatic
Group paddingSpace around each group of tiles, in pixels. Applies when the chart has more than one level.Number, 0 or moreAutomatic
Tile corner radiusRounds the corners of each tile, in pixels.Number, 0 or moreAutomatic
Show labelsWrite each tile’s name and value on it when it fits.On or offAutomatic
Smallest labelled tileSkip labels on tiles narrower or shorter than this many pixels, to keep small tiles clean.Number, 0 or moreAutomatic
Label sizeText size of the tile labels, in pixels (kept between 9.5 and 12).NumberAutomatic
Label colourColour of the label text. Leave empty for an automatic, readable colour.ColourAutomatic

Needs history#

Show a note instead of the chart until the rows cover enough periods, so a first week never reads as a trend.

OptionWhat it doesValuesNew charts start with
Date fieldThe date column whose distinct periods are counted.TextAutomatic
PeriodWhat counts as one period: a day, week, month, quarter or year.Day, Week, Month, Quarter, YearAutomatic
Periods neededHow many distinct periods the rows must cover before the chart draws (2 to 60).Whole number, 2 to 60Automatic
Waiting messageShown until there is enough history. Leave empty for a message naming the periods.Text, up to 120 charactersAutomatic

Shared chart styling#

Every chart also has the shared styling options. These apply to this one:

Messy data#

  • Rows with the same path are added together. A blank category shows as "(blank)".
  • Negative values and non-numbers count as zero and are not drawn; the tooltip says how many were left out. If all values are negative you see "Only negative values; nothing to show".
  • Past eight top-level groups, the smaller ones are gathered into a grey "Other" group. Their tiles are still drawn inside it.
  • Small tiles get no label; hover or tap to see the name, value and share.

On a phone#

A treemap fills a narrow cell well. Labels only appear on tiles big enough to hold them, so on a phone expect names on the large tiles only; with two levels, a legend of the top-level groups sits below.

Use this page with your AI assistant

Every BankSync doc is available as plain Markdown for agents and LLMs.