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  • Bernard K

Adding Annotations in Tableau

Updated: May 18, 2021

Annotations are simply extract information associated with a particular point in a document or graphical diagram. It can be a note that includes a comment or explanation. In Tableau, annotations act as call out to specific marks, points or area in a viz such as maps, scatter diagrams or even the simple line graph.

Types of annotations in Tableau

Point – this option is used to annotate a specific point in a graph.

Mark – this option adds an annotation that is associated with the selected mark.

Area - this option is used to annotate an area in a viz.

In this post, I will show you how to add a point annotation in a line chart, to inform my imaginary users why January 2017 was unprofitable for Superstores.

Build a simple line chart.

Identify the point you need to add context. Right click on it >> annotate >> Point…

On the Edit annotations dialogue box, provide the context to your chart.

Executing this and formatting my annotation I have.

Note: Same procedure applies when adding an area annotation to scatter diagrams.

In this case have added an area annotation to a scatter diagram to point out on unprofitable orders.

Note: You can edit, format or simply remove annotation by right clicking on it and choosing the appropriate action.

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About Me

More About the Author

Bernard K

Analytics Consultant | 3X Tableau Certified

Bernard is a data analytics consultant helping businesses reveal the true power of their data and bring clarity to their reporting dashboards. He loves building things and sharing knowledge on how to build dashboards that drive better outcomes.

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