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ilenea's avatar
ilenea
Copper Contributor
Jun 30, 2021

How to create an Insurance Coverage Chart (Treemap?)

I need to create an insurance coverage chart that shows policy amount ranges on the vertical axis, and date ranges (probably in years or quarter years) on the horizontal axis.  The boxes would have t...
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Cheugy's avatar
Cheugy
Copper Contributor
Jun 30, 2021
https://support.microsoft.com/en-us/office/create-a-treemap-chart-in-office-dfe86d28-a610-4ef5-9b30-362d5c624b68

There's an ability to create treemaps in excel
  • ilenea's avatar
    ilenea
    Copper Contributor
    Jun 30, 2021

    Cheugy Thank you, but I've tried that and can't get it to do what I need.  I need dollar amounts on the vertical axis, years on the horizontal axis, then boxes with company names to stack on top of each other so they line up with the years on the bottom and the amounts on the side (like the photo I attached).

     

    Not sure if I'm just not setting it up correctly, but I tried changing data within the instructions from the link you provided, and it doesn't do it. 😞

    • Cheugy's avatar
      Cheugy
      Copper Contributor
      Jun 30, 2021
      Can you send the raw data? I can take a stab at it
      • ilenea's avatar
        ilenea
        Copper Contributor
        Jun 30, 2021

        Cheugy 

        Sample attached.  I need Amounts on the left axis, dates (years or quarter years) on bottom axis, then boxes for the policies to include name of insurance company, policy number, amount and specific date (although if I can just get name and policy number, I can add in other details after table is generated, I suppose).  IDEALLY, each insurance company should have it's own color, but, of course, I can do that manually after the fact.

         

        GOOD LUCK!!!!!  HOPING YOU CAN FIGURE IT OUT!!!!

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