Notes for charts

1. Creating annotations

• To create a canvas annotation, click on the annotation button and then click on any point in the canvas.

• To create an annotation for a specific data point, click on the annotation button and then click on the data point. You can move the annotation to any area in the canvas by clicking on it and dragging it.

Adding annotations to charts

To format the text, select the annotation text to enable the rich-text menu. Click inside the annotation box to disable the menu after you finish formatting.

Formatting annotation text

• Fetching the color of a data point: You can select the color of a specific data point with the Use data point color option. Select the category and the measure to set the color of a particular data point in the annotation.

In the second image, notice how the color of the January bar has been used in the annotation text.

Selecting a data point color

Data point color used in annotation

• Fetching the value of a data point: You can reference data point values in annotations using the # symbol. Select the category and the measure to display the corresponding value in the annotation.

Referencing a data point value

Using data point values in annotations

2. Editing and removing annotations

Hover over an annotation to enable the menu, then choose the edit or delete option.

Edit or delete an annotation

3. Hiding annotations

You can hide all the annotations in a report by enabling the Hide All option.

Hiding annotations

4. Settings

You can click on the settings icon to customize and format the notes indicators:

• Select the indicator type (All, Marker only, Text + Arrow, Floating text)

• Set the border style for the indicator

• Customize the style and color of the arrow

• Change the indicator/marker type to letters, numbers, or custom symbols.

• Customize the size of the markers.

These are global settings and will be applied to all the annotations created in the visual.

Annotation settings

You can also change the settings for individual annotations. Hover over the annotation to enable the context menu. Select the Settings option to open the settings side pane for that particular annotation.

Annotation specific settings