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Working with Chart Annotations

With Chart Annotations, you can add notes and link items to specific data points on your Bar/Line, Pareto, and Threshold Charts.

This enables you to draw parallels between improvements and KPIs by giving context to your data points and telling the story behind the data.

 

Who can edit a Chart or work with its Annotations?

  • Any of the Authors

  • Anyone with the "Chart Administrator" permission

 

How can I configure the appearance of the Annotations?

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 2018-10-04_1235.png in the top right corner of the page.

  • Click 2018-10-04_1234.png in the resulting drop-down menu.

Edit_Chart.jpg

 

In the resulting window:

  • Make sure you have the “Data” tab open.

  • Click 2018-10-04_1237.png next to the name of the series with which you want to work.

In the resulting “Edit Series” window:

  • If the “Annotation Appearance” section is collapsed, click 2018-10-04_1239.png to its left to expand it.

  • Click inside the color code field to open the color picker.

  • Click the color that should be used to signify an Annotation, then click 2018-10-04_1240.png on the color picker.

  • Click 2018-10-04_1240.png on the “Edit Series” window to finalize your changes.

Repeat this process for any other series on the Chart as needed, then click 2018-10-04_1240.png to update the Chart.

 

How do I add a new Annotation?
There are two ways to add a new Annotation:

1) Find the data point on the Chart to which you want to add an Annotation, and click it.

  • Any Annotations already associated with that data point will be listed in the resulting window. Click 2018-10-04_1251.png in the top right corner.

  • In the resulting “Add Annotation” window:

    • 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.

    • If you want to add a comment to this data point, enter it in the “Note” field.

    • Click 2018-10-04_1240.png to create the Annotation.

  • You can either add additional Annotations to this data point or close its Annotation window.

2) Click 2018-10-04_1244.png in the top right corner of the Chart section.

  • In the resulting drop-down menu, click 2018-10-04_1245.png.

Show_Annotations.jpg

  • Any Annotations already associated with the Chart will be listed in the resulting window. Click 2018-10-04_1251.png in the top right corner.

  • In the resulting “Add Annotation” window:

    • 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.

    • If you want to add a comment, enter it in the “Note” field.

    • You must choose to which series this Annotation will be added in the “Series” field.

      Once you’ve chosen the series, you must choose to which date or category (depending on which the Chart uses) this Annotation will be added in the “Date” or “Category” field.

      The intersection of the series and date/category determines the data point for this Annotation.

    • Click 2018-10-04_1240.png to create the Annotation.

  • You can either add additional Annotations or close the Annotation window.

The creation of a new Annotation will be listed in the timeline.

 

How do I edit an existing Annotation?

1) Find the data point containing the Annotation you want to edit on the Chart, and click it.

  • Any Annotations already associated with that data point will be listed in the resulting window. Find the Annotation with which you want to work on the list, hover over it so that it’s highlighted blue, and click 2018-10-04_1321.png to its right.

Edit_Annotation.jpg

  • In the resulting “Edit Annotation” window:

    • You can add, change, or remove a link by updating the “Item” field.

    • You can add, edit, or remove a comment by updating the “Note” field.

    • Click 2018-10-04_1240.png.

 

2) Click 2018-10-04_1244.png in the top right corner of the Chart section.

  • In the resulting drop-down menu, click 2018-10-04_1245.png.

Show_Annotations.jpg

  • Any Annotations already associated with the Chart will be listed in the resulting window. Find the Annotation with which you want to work on the list, hover over it so that it’s highlighted blue, and click 2018-10-04_1321.png to its right.

Edit_Annotation.jpg

 

  • In the resulting “Edit Annotation” window:

    • You can add, change, or remove a link by updating the “Item” field.

    • You can add, edit, or remove a comment by updating the “Note” field.

    • NOTE: If you want to move the Annotation to a different data point, you will need to delete the existing Annotation and recreate it on the correct data point.

    • Click 2018-10-04_1240.png.

Any changes made to existing Annotations will be noted in the timeline.

 

How do I delete an Annotation?

1) Find the data point containing the Annotation you want to delete on the Chart, and click it.

  • Any Annotations already associated with that data point will be listed in the resulting window. Find the Annotation you want to delete on the list, hover over it so that it’s highlighted blue, and click 2018-10-04_1323.png to its right.

Delete_Annotation.jpg

  • In the resulting window, click 2018-10-04_1316.png.

 

2) Click 2018-10-04_1244.png in the top right corner of the Chart section.

  • In the resulting drop-down menu, click 2018-10-04_1245.png.

Show_Annotations.jpg

 

  • Any Annotations already associated with the Chart will be listed in the resulting window. Find the Annotation you want to delete on the list, hover over it so that it’s highlighted blue, and click 2018-10-04_1323.png to its right.

Delete_Annotation.jpg

  • In the resulting window, click 2018-10-04_1316.png.

The deletion of an Annotation will be noted in the timeline.

 

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