Rajendra Gupta
Selecting the Pie Charts Tree in thhe Power BI application marketplace

Power BI Desktop Pie Chart Tree

February 27, 2019 by

Power BI Desktop amplifies the value of data. We can connect to multiple data sources and visualize the data interactively. One of the best parts of Power BI Desktop is the custom visual feature. It allows developers to create custom visuals and users can then download these visuals from the marketplace and use it as per the data set requirements. We can prepare reports using Power BI Desktop and share the reports using the Power BI service.

In this article, we will explore the Power BI Desktop custom visual ‘Pie Tree Chart’. We can represent hierarchical data in tree mode with the values in a pie chart for each node. It provides a different way to represent the data in the chart.

Importing Data into Power BI Desktop using Excel data source

We will first import the data using Excel sheet into Power BI Desktop.

In Power BI Desktop, Click on the ‘Get Data -> Excel.’

Import the data using Excel sheet into Power BI Desktop

Provide the source Excel file path and click ‘Open.’

Import the data using Excel sheet into Power BI - selecting a file

If you want to make any change in the data, you can click on ‘Edit’. We do not want to make any change in the data therefore, click ‘Load’.

Edit the imported data in PowerBI

You can view the imported data set in the FIELDS area.

View the imported data set in the FIELDS area in PowerBI

Importing Pie Chart Tree visuals from Marketplace into Power BI Desktop

In the Menu bar, we can go to the Custom Visual Section. In this section, click on the ‘From Marketplace’

Go to the Power BI Visuals market place to find visuals

In the Power BI Visuals Marketplace, search for the Pie Chart Tree and add it.

Add visuals from the Power BI Visuals market place

It downloads and installs the custom visual Pie Tree Chart.

Importing custom visuals in Power BI

You can also download the Pie Tree Chart from the Microsoft AppSource.

Selecting the Pie Charts Tree in thhe Power BI application marketplace

Preparing the Pie Tree Chart

We have sample data in Power BI Desktop along with the Pie Tree Chart. Click on the Pie Tree chart icon in the visualization section. It populates a chart image in the chart area of Power BI Desktop.

Preparing the Pie Tree Chart

Drag the ‘Category’ field from the FIELDS section to the ‘Categories’ area. We get the first level of hierarchy using this.

In the following screenshot, you can see the product category in different lines. We have three categories in our sample data, i.e. Furniture, office Suppliers and Technologies. We can see the different colors for each category in the Pie chart Tree.

View the product category in different lines

We can hover the mouse over the category, and you can see the particular category name in the pop-up box.

Hover the mouse over the category, and you can see the particular category name in the pop-up box

Now let us drag the sub-category field into the categories area. It quickly creates a new level of hierarchy for the sub-category of the products. You can see the sub-categories aligned with each category.

See the sub-categories aligned with each category in Power BI visualization

If we have many product categories and their subcategories, the chart becomes complex. Suppose we want to view any particular category, we can quickly view that particular category by collapsing others. In the example, we want to view the ‘Office Suppliers’ category, and then click on rest of two categories. It collapses those particular categories as shown below. In the below screenshot, we can easily view any particular category.

Easily view any particular category in Power BI visualization

In the next step, we are going to add the values filed ‘profit’ into the ‘Value’ section, and we can see the value for each subcategory.

Easily view the value for each sub-category in Power BI visualization

Let me focus on one particular category. We can collapse other categories by clicking on that.

We can collapse other categories by clicking on that in Power BI visualization

In the Pie Chart Tree, you can notice the pie chart with each category and subcategory. In the Pie chart, it shows the percentage value of that particular category or subcategory however, chart shows the category and subcategory into tree form, this is the reason it is called as Pie Chart Tree.

We can have only one value corresponding to each subcategory. In the below screenshot, we can see the values for the ‘Sales’ field.

In the this screenshot, we can see the values for the 'Sales' field in Power BI visualization

We can easily modify the chart conditions by dragging the required fields. Suppose we want to view the Pie Chart Tree for the sub-category followed by the category and their sales values. In the below screenshot, we will drag the sub-category and Category field to ‘Categories’ and Sales into values section.

We can easily modify the chart conditions by dragging the required fields in Power BI visualization

If we hover the mouse over any particular category, we can see the corresponding value and percentage value.

If we hover the mouse over any particular category, we can see the corresponding value and percentage value in Power BI visualization

As highlighted earlier, we can have collapsed the particular category. In the below example, we can collapse the desired category while displaying the required category.

In this example, we can collapse the desired category while displaying the required category in Power BI visualization

If there are multiple visuals in the page, you can click on the particular link to filter the result set. Once you click on the link, it shows that in the form of multiple dots.

Once you click on the link, it shows that in the form of multiple dots in Power BI visualization

In the next step, we will set the following fields. It prepares the Pie Chart Tree instantaneously with these fields.

  • Categories: Sub-category and category
  • Value: Profit
  • Target: Sales

We can set the target to put the measure in the Pie Chart Tree in Power BI Desktop. It can help to put the target measure and do the analysis of the status as a comparison of the target.

We can set the target to put the measure in the Pie Chart Tree in Power BI visualization

It adds a measured value to the tooltip as well. You can see the target value and target percentage in the tooltip for the particular category.

You can see the target value and target percentage in the tooltip for the particular category in Power BI visualization

Formatting for the Pie Chart Tree

Once we have prepared the chart with the dataset, we can customize the Pie Chart Tree as per our requirements. In Power BI Desktop, we can click on the ‘Format’ to get all these formatting options.

In Power BI Desktop, we can click on the 'Format' to get all these formatting options in Power BI visualization

Let us explore these formatting options.

Tree Option – Expand Mode: We can control the tree expand behaviour using this property. By default, it is set to ‘Expanded’. In this mode, we can see all nodes expanded in the Pie Chart Tree.

We have the following, other modes.

  • Expand Lowest: it only expands the lowest category in the Pie Chart Tree as shown below

    Expand Lowest: it only expands the lowest category in the Pie Chart Tree as shown below in Power BI visualization

  • Expand Highest: It expands the top category in the Pie Chart Tree

    Expand Highest: It expands the top category in the Pie Chart Tree in Power BI visualization

  • Collapsed: In this mode, all the nodes are collapsed

    Collapsed: In this mode, all the nodes are collapsed in Power BI visualization

Weighted Links: By default, all the links width is displayed as per their category weight. If we turn it OFF, we get the same width for the links as shown below.

Weighted Links – ON

Weighted Links:  By default, all the links width is displayed as per their category weight in Power BI visualization

Weighted Links – OFF

Weighted Links:  By default, all the links width is displayed as per their category weight in Power BI visualization. This shows when OFF

Tooltips: It controls the tooltip behaviour in the Pie Chart Tree. If we hover the mouse over any category, it shows the information in the tooltip. We can disable this behaviour by turning ‘Tooltips – OFF.’

Expand Single Node: We can expand only a single node using this property. We can see below only one node is expanded. This property is disabled, by default.

Expand Single Node: We can expand only a single node using this property. We can see below only one node is expanded. This property is disabled, by default in Power BI visualization

Tree Labels- Root Node Name: In the Pie Chart Tree, we can see the root node as ‘All’. We can control the root node name using this Root Name property.

Tree Labels- Root Node Name: In the Pie Chart Tree, we can see the root node as 'All'. We can control the root node name using this Root Name property in Power BI visualization

Let us change this to ‘SQL’.

Tree Labels- Root Node Name: In the Pie Chart Tree, we can see the root node as 'All'. We can control the root node name using this Root Name property in Power BI visualization, changed to 'SQL'

Magic labels: By default, we see the labels with each node. If we turn on the Magic Labels, we will not see the label against each node. It shows the label as we move the mouse around it.

Magic labels: By default, we see the labels with each node. If we turn on the Magic Labels, we will not see the label against each node. It shows the label as we move the mouse around it in Power BI visualization

Background labels: We see a background for each label in the Pie Chart Tree. It helps to visualize and read the labels in a better way.

Background labels: We see a background for each label in the Pie Chart Tree. It helps to visualize and read the labels in a better way in Power BI visualization

If we do not want to label background, turn if ‘OFF’ and you can see the difference in the label.

Background labels: We see a background for each label in the Pie Chart Tree. It helps to visualize and read the labels in a better way in Power BI visualization. This is view when turned OFF

Tree Colours: We can control the tree colours using this property. It allows controlling the Arc Base, Arc colour, Link colour etc. We should make the change if there is any particular requirement only.

Tree  Colours: We can control the tree colours using this property. It allows controlling the Arc Base, Arc colour, Link colour etc. We should make the change if there is any particular requirement only in Power BI visualization

Title: We can customize the Pie Chart Tree title, colour, font, alignment, background colour using this property. In the below screenshot, you can see the modified title.

Title: We can customize the Pie Chart Tree title, colour, font, alignment, background colour using this property. In the below screenshot, you can see the modified title in Power BI visualization

Conclusion

In this article, we explored the PowerBI Desktop Pie Chart Tree that provides a useful combination of both the Pie chart and the Tree Chart to represent hierarchical data with their values and proportion.

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Rajendra Gupta

Rajendra Gupta

Rajendra has 8+ years of experience in database administration having a passion for database performance optimization, monitoring, and high availability and disaster recovery technologies, learning new things, new features.

While working as a Senior consultant DBA for big customers and having certified with MCSA SQL 2012, he likes to share knowledge on various blogs.
He can be reached at rajendra.gupta16@gmail.com

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Rajendra Gupta
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