Create a hierarchy chart

 


You can generate a hierarchy chart from the Explore tab on the ribbon, or for selected items in List View using the right-click shortcut menu. You can display a hierarchy chart as a tree map or as a sunburst.

Hierarchy charts are available in NVivo for Mac (Version 11.2 or later).

What do you want to do?


 


Create a hierarchy chart of coding for nodes

  1. On the Explore tab in the Visualizations group, click Hierarchy Chart.

The default hierarchy chart is a tree map that displays Coding for Nodes.

  1. In the panel above the hierarchy chart, select the items you want to include in the chart.

  • Compare  By default, the hierarchy chart represents all nodes in your project. Select the nodes or cases that you want to display in the areas of the hierarchy chart. If you choose a large number of nodes or cases, you will see a large number of rectangles in the tree map, or segments in the sunburst chart.

  • Coded at  By default, the hierarchy chart represents all sources in your project. You can change this to focus on particular items of interest.

NOTE  

  • You can display your data as a sunburst chart by clicking Sunburst above the hierarchy chart displayed in Detail View.

  • You can make changes to the hierarchy chart—including changing what the colors or sizing represents. Refer to Change the appearance or content of a hierarchy chart for more information.

  • If you want more space to view the hierarchy chart, click the disclosure triangle next to Visualize to hide the panel at the top of Detail View. You can also display Detail View on the right.

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Create a hierarchy chart of coding for sources

  1. On the Explore tab in the Visualizations group, click Hierarchy Chart.

A default tree map is displayed.

  1. In the panel above the hierarchy chart, under Visualize, select Coding for Sources.

  2. Select the items you want to include in the chart.

  • Compare  By default, the hierarchy chart represents all nodes in your project. Select the sources that you want to display in the areas of the hierarchy chart. If you choose a large number of sources, you will see a large number of rectangles in the tree map, or segments in the sunburst chart.

  • Coded at  By default, the hierarchy chart represents all nodes in your project. You can change this to focus on particular items of interest.

NOTE  

  • You can display your data as a sunburst chart by clicking Sunburst above the hierarchy chart displayed in Detail View.

  • You can make changes to the hierarchy chart—including changing what the colors or sizing represents—refer to Change the appearance or content of a hierarchy chart for more information.

  • If you want more space to view the hierarchy chart, click the disclosure triangle next to Visualize to hide the panel at the top of Detail View. You can also display Detail View on the right.

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Create a hierarchy chart for attribute values

A hierarchy chart of attribute value combinations allows you to group cases or sources by attribute value. You need to classify your cases or sources first—for more information, refer to About classifications.

  1. On the Explore tab in the Visualizations group, click Hierarchy Chart.

A default tree map is displayed.

  1. In the panel above the hierarchy chart, under Visualize, select Attribute values for Cases or Attribute values for Sources.

  2. Next to Classification, select the case or source classification that you want to chart.

  3. Select the attributes that you want to show on the hierarchy chart:

  • Select one or more attributes from the box on the left and click the right arrow to add it to the box on the right.

  • The order of the attributes in the box on the right determines the nesting of the areas in the hierarchy chart. Use the up arrow or the down arrow to change their order.

  1. (Optional) Next to Scope, click Selected Items, and then choose the specific cases or sources that you want to include in the chart.

NOTE  

  • You can display your data as a sunburst chart by clicking Sunburst above the hierarchy chart displayed in Detail View.

  • You can make changes to the hierarchy chart—including changing what the colors or sizing represents—refer to Change the appearance or content of a hierarchy chart for more information.

  • If you want more space to view the hierarchy chart, click the disclosure triangle next to Visualize to hide the panel at the top of Detail View. You can also display Detail View on the right.

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Generate a hierarchy chart for selected sources or nodes

You can generate hierarchy charts while working with your sources or nodes in List View.

  1. Select the sources or nodes in List View that you want to display as a hierarchy chart.

  2. On the Explore tab in the Visualizations group, click Hierarchy Chart.

A tree map is generated that compares the sources or nodes you selected.

NOTES  

  • A quick way to create a hierarchy chart for selected items in List View is to right-click and select Visualize then Hierarchy Chart from the shortcut menu.

  • You can display your data as a sunburst chart by clicking Sunburst above the hierarchy chart displayed in Detail View.

  • You can make changes to the hierarchy chart—including changing what the colors or sizing represents—refer to Change the appearance or content of a hierarchy chart for more information.

  • If you want more space to view the hierarchy chart, click the disclosure triangle next to Visualize to hide the panel at the top of Detail View. You can also display Detail View on the right.

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Generate a hierarchy chart for selected attributes

You can generate hierarchy charts while working with your source or case classifications in List View.

  1. Select the attributes in List View that you want to display as a hierarchy chart.

  2. On the Explore tab in the Visualizations group, click Hierarchy Chart.

A tree map is generated that compares the attributes that you selected.

  1. (Optional) In the panel above the hierarchy chart, use the up arrow or the down arrows to change the order of the attributes The order of the attributes determines the nesting of the areas in the hierarchy chart.

NOTES  

  • A quick way to create a hierarchy chart for selected items in List View is to right-click and select Visualize then Hierarchy Chart from the shortcut menu.

  • You can display your data as a sunburst chart by clicking Sunburst above the hierarchy chart displayed in Detail View.

  • You can make changes to the hierarchy chart—including changing what the colors or sizing represents—refer to Change the appearance or content of a hierarchy chart for more information.

  • If you want more space to view the hierarchy chart, click the disclosure triangle next to Visualize to hide the panel at the top of Detail View. You can also display Detail View on the right.

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