Tableau Annotations

In this article, we will show you, How to add, edit, and delete Tableau Annotations with particle examples. To demonstrate the Annotations in Tableau, we are going to use the Global Superstore Excel file.

From the below screenshot you can see, we created an Area Chart by dragging Profit to Rows Shelf, and Month of Ship date to Columns Shelf.

In general, when you hover over any point in the Area Chart will show you the tooltip information. However, you can add Tableau annotations that describe that point or showing values, etc. Please refer Connecting to the Excel Files article to understand the connection settings.

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Add Tableau Annotations

Right-click on the point or Mark in the Tableau chart will open the context menu. Please select Annotate and select any of those three options. For now, let me choose Marks

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Selecting the Marks option will show you the following window. By default, it will display the information at that mark.

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Let me the Font style to Corbel, Font size to 12, and font-color to Red

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Now, you can see the annotation at the selected Mark

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This time we are choosing the point

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It will display the Tableau annotation at a selected point

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Here, we were picking a random area and choose the Area annotation. Remember, this is very useful to disclose information about that area

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We are using some sample text

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Now you can see the area annotation.

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Remove Tableau Annotations

Right-click on the annotation that you want to remove, and select remove option from a context menu.

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Edit Tableau Annotations

Right-click on the annotation and select Edit.. option from the context menu.

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Use this window to change the Annotation

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By selecting the Format option, you can format the annotation look. So, let me choose the Format option

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You can see the Formatting window. Use this window to format this Tableau annotation

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Using your mouse, you can change the location of the annotation. Let me drag to right-side

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 You can see the annotation change in position

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