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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