Hierarchy charts visualize a hierarchy, helping you to see patterns in your coding or view the attribute values of cases and files.
Create a hierarchy chart by clicking Hierarchy Chart in the Visualizations group on the Explore tab.
When you create a hierarchy chart, it displays in Detail View.
Click the Undock icon (in the top right of the Detail View) to open the file in the Detail View into its own window, making more space to work. See Customize the work area
1 Select or refine the content that you want to display in the hierarchy chart. For example, you can change the data in a hierarchy chart of codes or files or change the order of attributes displayed on a hierarchy chart.
2 Click the panes across the top to visualize the hierarchy chart as a tree map or sunburst or to see a tabular display.
3 Refine the color and sizing options for the hierarchy chart.
4 You can interact with your hierarchy chart to explore a specific data point in more detail or view the data underlying the chart.
5 Click the disclosure triangle to show or hide the chart criteria.
What can I show in a hierarchy chart?
- Compare the amount of coding of your files—are some files more heavily coded than others?
- Identify files with most coding references at specific codes—for example, which files contain the most coding references to Economy?
- Compare the amount of coding to your codes—do some codes contain more coding references than others?
- Visualize prominent themes in your project
- Identify areas that need further investigation or research
If you have classified your files or classified your cases, you can:
- Check that you have consulted a variety of files—for example, have I relied too heavily on journal articles that are more than ten years old?
- View the demographic spread of your survey respondents
NOTE You can drag and drop codes, cases, sources and attributes from List view to change the scope of the chart.
Which type of hierarchy chart should I use?
Hierarchy charts are most useful when you want an overview of data that shows multiple levels of your hierarchy at once. Choose between the following:
A tree map is a diagram that shows hierarchical data as a set of nested rectangles of varying sizes. For example, use size to represent the amount of coding to each code.
Use a tree map to analyze your hierarchies in one view and compare relative sizes of different aspects of your data. It's easier to compare rectangles than curved segments, so use this chart when you want to compare lots of data and make the most use of your space. It's also easier to read the labels on this chart. Tree maps expand to take up the size of the Detail View.
A sunburst is a radial tree map. Hierarchy levels are presented as rings—the innermost ring is the top level of the hierarchy. The rings are divided into segments which represent children in the hierarchy.
Use the sunburst to see every level of your hierarchy and the contributing segments in each group. Use this chart when you have a deep hierarchy to visualize. It's hard to fit a circular chart into a rectangular window, so the sunburst is best used when space is not an issue. Undock Detail View and enlarge the window to see the full picture of your hierarchy and the different depths of each level. You can draw attention to a single segment or highlight a particular code.
How display options affect the chart
Hierarchy charts use size to convey meaning. You can use color to show additional information. This means you can size items in the chart to compare them by one metric, and then color the items to compare them by a second metric—in the same chart.
By default, hierarchy charts are sized by items coded, and colored by hierarchy. Use the Size By and Color By options to change the way data is displayed on the chart.
By default, hierarchy charts are colored by Hierarchy and sized by Coding References. This means that each different parent item in the hierarchy is assigned a different color, and the child and grandchild items are lighter shades of the parent color. The items are sized by the number of items coded. This combination makes it really easy to differentiate the branches of your hierarchy.
This example is both sized and colored by the number of Coding References. Economy has the most coding references so it is the largest area and has the darkest color. Natural environment is smaller and has a lighter color because it has less coding references. This combination uses color and size to emphasize what you're trying to show.
This example is colored by Coding References and sized by Items Coded. Natural environment codes the most files so it is the largest area and Economy has the darkest color because it has the most coding references. This combination results in an information-rich visualization, using the same chart to convey two different aspects of information about your project data.
Understanding aggregation in a hierarchy chart
Hierarchy charts represent your data as aggregated. Even if you have not turned on code aggregation, any code with child codes will be represented on a hierarchy chart as a parent code including its children.
When you hover over an area of the chart, a tooltip displays information for that item and specifies the number of items coded and number of coding references that relate directly to the parent, as well as an aggregated figure of parent plus children.
Hierarchy charts size a code based on whether or not it has children—therefore any code containing child codes may appear larger than its actual coding. Use the tooltip information to understand the data underlying an area.