Add Notes

You can add notes to a canvas on the Narrate pane to refer to a specific spot or data point such as a column in a table, a particular horizontal bar, or a cluster in a Scatter plot.

  1. In your project, click Narrate and select the canvas where you want to add notes.
    Alternatively, in the Canvases Panel, select a canvas and click Canvases List or right-click, then click Add to Story. You can also drag and drop the canvas from the Canvases Panel to the Story page.
  2. Select a data point or spot on the visualization where you want to add a data reference annotation and click Add Note.
    Alternatively, click Add Note to annotate your canvas with insights.
  3. Enter the text you want to show in the note.
  4. In the format text dialog, do the following:
    • Define the format of the note text.
    • Click Link if you want to insert a web address in the note. In the Hyperlink dialog, enter the web address and click OK.
  5. Continue adding notes to your canvas.
A connector or line connects the note to the data point or spot on the visualization. If you select more than ten data points, the connectors won't be displayed. To show the connectors select the note body and click the drop-down arrow, then select Show Connector. If you change or remove a data point on the Visualize canvas, the note attached to that data point is automatically hidden.

You can’t connect a note to a data point or spot on the following visualization types:

  • List
  • Tile
  • Correlation Matrix
  • Map
  • Parallel Coordinates
  • Chord Diagram

Edit a Note

You can edit the text or web addresses inserted in notes.

  1. Select the canvas where you added the note you want to edit.
  2. Click the note on the visualization.
    Alternatively, select the note body and click the drop-down arrow, then click Edit.
  3. Edit the text or web address in the note.
  4. Click outside of the note body.

Adjust a Note

You can adjust a note after you add it to a canvas on the Narrate pane. For example, you can move the note around on the canvas, connect or detach it from a data point, resize it, or hide it.

  1. In the Narrate pane, select the canvas where you added the note that you want to adjust.
  2. Select the note body and click the drop-down arrow, then select the appropriate option such as Duplicate, Show Connector, or Hide Note.
  3. In the properties pane, click the Note tab, and use the options to hide or delete the note.
  4. To connect the note to a data point, hover the mouse pointer over the note to see the connection dots be displayed on the note body.
    Click a connection dot and drag the cursor to a data point on the visualization.
  5. To alter the data points attached to the note, do the following:
    1. Select the note body and click the drop-down arrow, then select Detach from Data.
    2. Select a connection dot and drag the cursor to the new data points.
  6. Select a note body and perform the following actions:
    • Drag the selected note to a new position.
    • Drag the note body sizing handle left and right or up and down.