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 to all users. Use notes to provide more context, or to communicate with other users viewing the same data, including replies.

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

2. Add a note to a data point

All users with the Note privilege can add and reply to notes in any dashboard or other view that they have access to.

Click Note in the toolbar if the toolbar is displayed at the top of the screen. Or, right-click (or long-tap) a data point and choose Add Note.

Click Note
Click Note

The note bar appears below the main toolbar. This is where you can enter your comment.

If you used the toolbar to add a note, the textbox will initially be red because you still need to choose a data point. Click on the data in the visualization you want to attach a note to.

Click the data point
Click the data point

Click apply when finished.

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 popup.

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

Notes are attached to this particular data in the data cube source itself, and will follow it when the data is filtered or sorted, when a different visualization is used, or when another metric set using the same data cube displays this data.

To demonstrate, right-click the chart and click Re-Visualize, then Table. Scroll down and you'll see a corresponding table cell with a small, red triangle in the top-right corner. Hover over the red triangle to see the same details of the note.

Same note appears when re-visualized
Same note appears when re-visualized

3. Delete a note

To delete a note, hover over it to open the popup with note details. Click the menu button in the bottom right corner, and choose 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 details in a popup. Click the menu button in the bottom right corner, then click Reply.

Replying to a note
Replying to a note

The note bar 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. Notifications

You can be notified when someone adds a note to a metric set if you're expecting someone to add one or reply to one of yours. See Notifications (alerts) for details.

6. Notes

  • Dynamic measures do not support the displaying or adding of annotations.
  • Annotations cannot be added to metric sets where the hierarchy values come from a function, such as a histogram formula.

7. See also

Dundas Data Visualization, Inc.
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