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.

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 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

Change Tooltip Font Style 5

Now, you can see the tooltip 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

Add Random Text 10

Now you can see the area label.

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Remove Tableau Annotations

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

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Edit Annotations

To Edit the Tableau Annotations, right-click on it and select Edit.. option from the context menu.

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Use this window to change the text and format

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By selecting the Format option, you can format the 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 it. Let me drag to right-side

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 You can see the change in position

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