Data annotations

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1. Overview

A data annotation (measure correction) is a change to a measure value in a metric set, which is then also marked with a comment in visualizations like a regular note or annotation. The measure correction can be made public if the original value was incorrect, or it can be kept private for your own use for analysis or what-if scenarios and then removed.

Since annotations are associated with data, the same correction will automatically apply to other data visualizations or views that are displaying the same data point from the same metric set.

Note
Unlike regular notes, data annotations apply only to the current metric set, and not other metric sets based on the same data cube.

2. Make a data annotation

You can create a data annotation when viewing any visualization that includes a measure. To do this, create or open a metric set, dashboard, or other view where at least a measure is selected and visualized.

If editing a dashboard or another type of view, switch to View mode in the toolbar.

Right-click one of the measure values to open the context menu, and select Correct Value. In the example below, we've right-clicked the data bar for Clothing in a data bar table:

Select Correct Value from the Clothing context menu
Select Correct Value from the Clothing context menu

The Measure Value bar appears below the main toolbar. This is where you enter a new value for the selected measure.

If the correction is for your own analysis or a what-if scenario, click the unlocked padlock labeled public to change it to a private data annotation.

Click advanced if you want to include a comment for this correction.

Click advanced to add a comment
Click advanced to add a comment

Click apply to add the correction.

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

The value correction is applied to the actual data and visualized, but also marked with a note. 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

To demonstrate that the measure correction is associated with the data point of the metric set and not this specific visualization, right-click over the visualization and click Re-Visualize, then choose a different visualization. We will choose Bar under Charts in the toolbar. You can hover over the note again to see its details.

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

3. Change the correction

Other users who have permissions to view the same dashboard and the Correct Measure Values application privilege can also change the correction.

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 Change Value.

Click Change Value from the menu
Click Change Value from the menu

The Measure Value bar appears below the main toolbar. Enter the revised correction, and then click apply.

Enter the revised correction and click apply
Enter the revised correction and click apply

The value correction is applied to the data and the note is updated. Hover over the note to see its details.

The note is updated
The note is updated

Note
You can also create a new data annotation on the same value. The most recent correction will be shown in the visualization, but the note will show all of the changes.

4. Delete a correction

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

Deleting a correction
Deleting a correction

5. Prevent corrections

Users require the Correct Measure Values application privilege to be able to create data annotations or correct measure values.

By default, data annotations are enabled for all measures for users that are allowed to correct measures, but you can also prevent all users from making corrections for a specific measure as follows:

  1. From the Data Analysis Panel, click to edit the measure.
  2. In the Configure Metric Set Element dialog, uncheck the option Allow Data Corrections.

Prevent corrections
Prevent corrections

6. Notes

  • Data annotations are not supported for dynamic measures, function-generated hierarchies, or on metric sets with dynamic hierarchies.
  • Data annotations are not applied to measure values displayed using the Collapse All option or when expanding hierarchy members.
  • Data annotations are not affected by the check in or check out state of the metric set. Undo Check Out does not change or remove the applied corrections.
  • Contextual measures that are checked out to you are changed directly, rather than a data annotation created on top of it.
  • When working with OLAP data, the values for totals and the grand total are taken directly from the OLAP source and will not be affected by data annotations.

7. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
M3C 3G8

North America: 1.800.463.1492
International: 1.416.467.5100

Dundas Support Hours: 7am-6pm, ET, Mon-Fri