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Working with Annotations on a Chart Card

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.

If you have Chart Card on a Board, you can work with Annotations directly from the Card itself without having to first expand the Chart.

 

Who can edit a Chart or work with its Annotations?

  • Any of the Authors

  • Anyone with the "Chart Administrator" permission

 

How do I see Annotations that have already been added to the Chart?

An annotated data point will be signified with a colored marker. Hovering over that data point will reveal a tooltip containing a summary of its Annotations.

If there are more than 6 Annotations on a particular data point, the tooltip will prompt you to click the data point to see the full list.

 

How do I add a new Annotation from a Chart Card?

On the Card, find the data point 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.

How do I edit an existing Annotation from a Chart Card?

 

  • 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.

 

How do I delete an existing Annotation from a Chart Card?

On the Card, find the data point containing the Annotation you want to delete 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.

 

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