In this article, we will show you how to add, edit, and delete Tableau Annotations with particle examples. To demonstrate the Annotations, we will use the Global Superstore Excel file.
For this Tableau Annotations example, we created an Area Chart by dragging Profit to Rows Shelf and Ship date Month to Columns Shelf.
In general, when you hover over any point in the Area Chart, it will show you the tooltip information. However, you can add Tableau annotations describing that point, showing values, etc.
Please refer to the Connecting to the Excel Files article to understand the connection settings.
Add Tableau Annotations
Right-click on the point or Mark in the Tableau chart to open the context menu. Please select Annotate and select any of those three options. For now, let me choose Marks.
Selecting the Marks option will show you the following window. By default, it will display the information at that mark.
Let me change the Font style to Corbel, Font size to 12, and font-color to Red
Now, you can see the Tableau Annotations or tooltip at the selected Mark
This time, we are choosing the point.
It will display the Tableau annotation at a selected point.
Here, we picked a random area and chose the Area annotation. Remember, this is very useful for disclosing information about that area
We are using some sample text
Now, you can see the area label.
Remove Tableau Annotations
Right-click on the message you want to remove and select the remove option from a context menu.
To Edit the Annotations, right-click on it and select the Edit.. option from the context menu.
Use this window to change the text and format.
By selecting the Format option, you can format the look. So, let me choose the Format option.
You can see the Formatting window. Use this window to format this Tableau annotation.
Using your mouse, you can change its location of it. Let me drag it to right-side
You can see the change in position.