Chart Annotations

Learn to add, edit, delete, and customize the appearance of Chart Annotations.

With Chart Annotations, you can make connections between improvements and KPIs by giving context to your data points. Add notes and link Items to specific data points on your Charts.

At a glance

• An annotated data point will be outlined in a pre-determined color.
• Hovering over that data point will reveal a tooltip containing a summary of its first five Annotations.
• Click the data point to open a list of all its Annotations, showing any linked items or notes included in each. Click the name of a linked item on this list to open that item.
• Changes made to an Annotation - including creating, editing, or removing it - will be noted in the Chart's Timeline.

Who can annotate a Chart?

• Anyone on the Chart's Team except for Followers or Participants.
• Anyone with the “Edit” permission for Items in the Chart's Location(s).

Annotation Appearance

You can customize each data series on a Chart to give its Annotation markers a unique color. To do so, navigate to the Chart with which you want to work, then:

• Click Actions in the top right corner.
• Click Edit Chart in the resulting drop-down menu.
• In the resulting Edit Data window:
  • Click the pencil icon next to the name of the series with which you want to work.
  • In the resulting Edit Series window:
    • Click the Annotation Appearance header to expand that section.
    • Click inside the color code field to open the color picker.
      • Select the desired color for Annotations on that data series, then click Save on the color picker.
    • Click Save on the Edit Series window to finalize your changes.
• Repeat this process for any other series on the Chart as needed, then click Save on the Edit Data window to update the Chart.

Add an Annotation

There are three ways to add a new Annotation:

• Click the exact data point you wish to annotate, then click Add Annotation. The "Add Annotation" window will open.
  
  • Item: If you want to link an item, add it to the “Item” field. You can only add one item per Annotation, so if you want to link multiple items to a particular data point, you’ll need to add multiple Annotations.
  • Note: If you want to add a comment, enter it in the “Note” field.
  • Click Save. This Annotation will be added to the data point you previously selected.
• Click the ellipsis in the top right corner of the panel containing the Chart.

• • Click Show Annotations in the resulting drop-down. The "Annotations" window will open. Any Annotations that have already been added to any data point on the Chart will be listed.
  • Click Add Annotation and the "Add Annotation" window will open.
    • Add an Item and/or Note as described above.
    • Series (required): Choose to which Series this Annotation will be added.
    • Date or Category (required): Choose to which date or category (depending on the Chart's configuration) this Annotation will be added. The intersection of the selected series and date/category determines the data point for this Annotation.
    • Click Save. This Annotation will be added to the selected data point.
• Click + Add in the top right corner of the Item.

• • Click Annotation in the resulting drop-down. The "Add Annotation" window will open.
    
    • Add an Item and/or Note as described above.
    • Choose the Series and Date/Category to which this Annotation will be added as described above.
    • Click Save. This Annotation will be added to the selected data point.

Edit an Annotation

There are two ways to edit an existing Annotation:

• Click the data point containing the Annotation you want to edit, or
• Click the ellipsis in the top right corner of the panel containing the Chart, then click Show Annotations to see a list of all Annotations on the Chart.

In the resulting window:

• Hover over the Annotation you want to edit so that it's highlighted blue, then click the pencil icon to its right. The "Edit Annotation" window will open.

• • Item: Add, change, or remove a link by updating the Item field.
  • Note: Add, edit, or remove a comment by updating the Note field.
  • Click Save.

Delete an Annotation

There are two ways to delete an existing Annotation:

• Click the data point containing the Annotation you want to edit, or
• Click the ellipsis in the top right corner of the panel containing the Chart, then click Show Annotations to see a list of all Annotations on the Chart.

In the resulting window:

• Hover over the Annotation you want to delete so that it's highlighted blue, then click the x icon to its right.
• Click Delete in the resulting confirmation window.