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How to Use Chart Annotations

Discover how to add, edit or delete chart annotations.

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Written by Product Marketing
Updated over a year ago

Add an Annotation

Annotations can be added to charts from "Dashboards," or from the workbook in "Explore." The method of adding an annotation is the same in both instances.

  1. To add an annotation when in a dashboard, click the 'expand' icon to open the full chart widget, which appears when you hover over the chart.

2. Click the 'Add Annotation' button and then click the area on the 'x' axis you wish to add your annotation to, which opens the 'Add Annotation' modal.

3. Enter the desired information. We recommend using a descriptive title so that all users can understand the context of the annotation at a glance.

  • The date and time are automatically filled based on the point clicked on the x-axis, but can be edited if needed.

  • The creator of the annotation is also pre-filled and cannot be edited.

  • The 'Details' field is optional if further information is needed beyond that which is provided in the title. Links can also be included in this field.

Click 'Save,' once complete.

4. This saves the annotation information and adds the icon to the chart. It becomes visible to all other users who have access to this chart in their dashboards.

View an Annotation

All users have the option to turn annotations on or off in their dashboards, by checking or un-checking the 'Show Annotations' check-box at the top of their dashboard, or in the expanded view of the chart widget.

Note that if an annotation is turned on at an individual widget level and then turned off at an overall dashboard level, the annotations for each chart are turned off.

To view the annotation information, hover over the annotation icon. All users can click on the annotation to open a 'View Annotation' modal, where any links which may be included in the annotation can be accessed.

Edit an Annotation

Annotations can be edited by their creators, by hovering over the annotation icon and single-clicking, which opens the 'View Annotation' modal.

Click the 'Edit' button to make desired changes, and 'Save' once completed.

Delete an Annotation

Similarly, annotation creators can also delete an annotation, by opening the 'Edit' modal and clicking 'Delete.' This will delete the annotation for all users.

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