Add Notes to a Visualization

You can add notes to call out important information in a workbook's visualizations. You can use notes to annotate one or all of the visualizations in a canvas, or to emphasize specific data points in a visualization, such as columns in a table or clusters in a scatter plot.

There are many formatting options that you can use to customize a note's content. For example, you can choose font type, size, and color; add a bulleted or numbered list; and add URL links.

When you add a note, you can add data connectors to call out specific points in the visualization, or you can create the note and add or adjust the data point connectors later. See Connect a Note to Data Points in a Visualization.

By default, the notes that you add are displayed, but you can hide a visualization's notes. See Show or Hide a Visualization's Notes.

1. On the Home page, hover over a workbook, click Actions, then select Open.
2. In the workbook, click Visualize.
   • To add a note without data point connectors, click the Notes icon and select Add Note.
   • To add a note with data point connectors, go to the visualization where you want to add the note and hold down the Ctrl key and click up to ten data points that you want the note to connect to. Then click the Notes icon and select Add Note.
   
   

   
   Description of the illustration notes_add_notes_icon.png

   
   
3. In the note box, enter the note text and use the formatting options to specify the note's font style, color, size, and so on.
4. Optional: To add a link to the note, highlight the note text that you want to make into a link. Click Link and in the Hyperlink dialog, enter a URL. Click OK.
5. Click Save.