QuickSight Tree Maps: Unlock Deeper Insights with Drill-Downs

Learn how to create a QuickSight tree map visual, use drill-downs, and enhance insights with tooltips for better data analysis.

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Hello, I'm Dylan, a cloud developer at West Loop Strategy, an AWS partner. Today, we’ll explore QuickSight tree maps and drill-down capabilities.

Why Use QuickSight Tree Maps?

Tree maps are useful when comparing entities of different sizes, such as companies with varying revenue or employee counts.

They help visualize data proportionally, making it easier to identify trends and performance metrics.

Creating a Tree Map Visual

To illustrate, let's create a QuickSight tree map with drill-down options.

Add industry and customer to the "Group by" field well.

Set profit as the size metric and products sold as the color metric.

Now, larger boxes represent higher profits, and darker colors indicate more products sold.

Using Drill Down for Deeper Analysis

Drill-down functionality helps break down data from industries to individual customers.

Click the down arrow labeled "Drill Down" to analyze customers within each industry.

For better insights, filter the visual to compare only finance and manufacturing industries.

This helps highlight variations in customer performance within similar sectors.

Enhancing Insights with Tooltips

Adding tooltips makes it easier for users to compare customer performance across industries.

Click the Format Visual icon and enable "Detailed Tooltip."

Click "Add Field," search for Industry, select "Unique Value," and click "Save."

Now, each customer displays an industry tag for more meaningful comparisons.

Conclusion

QuickSight tree maps provide a powerful way to analyze company performance and trends.

For more insights or QuickSight training, visit our website or follow us on LinkedIn.

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