Notes (annotations)

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1. Overview

A note (or annotation) is a comment that is attached to a data point and displayed on a data visualization. Use notes to provide more context or to communicate with other users viewing the same data.

Since a note is associated with data, the same note will automatically appear on other data visualizations or views that are displaying the same data.

2. Add a note to a data point

First, create a basic dashboard (e.g., add a single metric set).

Switch to View mode, and then click Note from the toolbar.

Click Note
Click Note

The Note toolbar appears below the main toolbar. This is where you enter your comment text but before doing so, click the data point on the chart that you want to annotate.

Click the data point
Click the data point

Go back to the Note toolbar and enter the text for the note. Then click apply.

Enter the text and click apply
Enter the text and click apply

The note appears next to the data point. Hover over the note to see its details in a Note popup window.

Hover over the note to see its details
Hover over the note to see its details

Finally, right click over the chart and click Re-Visualize. Then click Table. Scroll down and you'll see a table cell with a small, red triangle in the top-right corner. This corresponds to the note that was added to the bar chart. Hover over the red triangle to see the details of the note.

Same note appears even when chart is re-visualized as a table
Same note appears even when chart is re-visualized as a table

This shows that the note is associated with the data rather than a specific visualization.

3. Delete a note

To delete a note, hover over it to open its Note window. Click the menu button in the bottom right corner. From the menu, select Delete.

Deleting a note
Deleting a note

4. Reply to a note

Other users who have permissions to view the same dashboard can also reply to an existing note.

For example, as a different user, hover over an existing note to open its Note window. Click the menu button in the bottom right corner. Then click Reply.

Replying to a note
Replying to a note

The Note toolbar appears below the main toolbar. Enter the reply text, and then click apply.

Enter the reply text and click apply
Enter the reply text and click apply

The note appearing beside the data point is updated to show the reply text. Hover over this text to see the Note window which shows all of the notes and replies. The most recent ones appear first in the window.

Reply appears first
Reply appears first

5. See also

 

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