Tableau Annotations

In this article, we will show you, How to add, edit, and delete Tableau Annotations with particle example. To demonstrate the Annotations in Tableau, we are going to use the Global Super store Excel file. So, Please refer Connecting to Excel Files article to understand the connection settings.

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 chart will show you the tool tip information. However, you can add annotations that describe that point, or showing values etc.

Add Tableau Annotations

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

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

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

Now you can see the annotation at the selected Mark

This time we are selecting the point

This will display the annotation at the selected point

Here, we are selecting some area, and then selected the Area annotation. Remember, this is very useful to display information about that area

We are using some sample text

Now you can see the area annotation.

Remove Tableau Annotations

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

Edit Tableau Annotations

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

Use this window to change the Annotation

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

You can see the Formatting window. use this to format this tableau annotation

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

You can see the change of position