Text boxes are worksheet objects you can use to add information to the worksheet data. In this video, learn how to annotate a visualization.
- [Instructor] Charts are terrific at summarizing data visually. But there will be times when you want to add a comment to a chart to explain something that might not be communicated directly by the data. In this movie, I will show you how to add annotations to a visualization. My sample file is "11_01 Annotate," and you can find it in the chapter 11 folder of the exercise files collection. This workbook contains a visualization with a line chart showing sales by quarter. Let's say that I want to add an annotation indicating that the last value, 2019 Q3, is in fact preliminary data, and hasn't been finalized yet. There are two ways that I could do that. I could analyze the chart itself and just click on the blank area, or I can click a point. I'll show you both. I'll start by clicking a blank area in the visualization, and then in the shortcut menu that appears, I'll point to "Annotate," and you see that I can either do a point or an area. In this case, I will do area. And the "Edit Annotation" dialogue box appears. I can use the controls in this dialogue box to add the annotation. And in this case, it will just be, "2019 Q3 data preliminary." All right, everything looks good. I won't bother with any formatting. So I'll just click "OK," and the annotation appears where I put it on the chart. If I click it, I have a text box that I can resize. Make a little smaller. And also, move on the vis. I can also annotate a point. So I will delete my existing annotation. I will click it, and press "Delete." I can also add an annotation to a mark. To do that, I will move my mouse pointer over the mark that I want to annotate. And right click. Point to "Annotate," and then click "Mark." The "Edit Annotation" dialogue box appears. And you can see that I have code for quarter of order date, and order total. So those are the values that appear. As a tool tip, when I hover my mouse pointer over that point. I will press "Enter" to move to a new line, and I'll type, "Data for Q3, 2019 is preliminary." There you go, won't bother with formatting, I'll just click "OK," and the annotation appears. One thing to note is that the annotation doesn't disappear when I move my mouse pointer away, and in fact, if I hover my mouse pointer over the mark, then I get the tool tip that appears normally when I move the mouse pointer there. If I want to delete this annotation, I can right click it, and I can either click "Edit," I can format it, or I can remove it. "Edit" will display the "Edit Annotation" dialogue box. Format allows me to change the formatting, in this case, I want to remove it, so I'll just click "Remove," and I am back to my original graph.
- Explain where a user would navigate to seek specific help in Tableau.
- Determine the best approach for using Excel in Tableau.
- Interpret how to use the features and functions of Tableau when creating charts.
- Describe how best to manage data in a worksheet or visualization.
- Explain how to create a selection filter for certain values.
- Explain how to manage data for different chart formats.
Skill Level Beginner
1. Introducing Tableau
2. Managing Data Sources and Visualizations
3. Managing Tableau Worksheets and Workbooks
4. Creating Custom Calculations and Fields
5. Analyzing Data
6. Sorting and Filtering Tableau Data
7. Defining Groups and Sets
8. Creating and Pivoting Crosstabs
9. Creating Basic Visualizations
10. Formatting Tableau Visualizations
11. Annotating and Formatting Visualizations
12. Mapping Geographic Data
13. Creating Dashboards and Actions
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