Tableau Desktop and Web Authoring Help

You can add annotations to a visualization to call out a specific mark, a specific point, such as a location on a map, or an area, such as a cluster of scatter marks.

Note: In web authoring, you can create and delete annotations by right-clicking the view (in a worksheet or dashboard), and then selecting point or mark annotation. Right-click the annotation again to edit or remove the annotation. Formatting and moving annotations are not currently supported on the web.

To add and format other text elements on a visualization, see Format Individual Parts of the View.

To add an annotation to your viz:

1. In a worksheet, right-click (control-click on Mac) a data point or a spot on the viz where you want to add an annotation and select Annotate, and then select the type of annotation you want to add.

   There are three types of annotations in Tableau:

   • Mark - select this option to add an annotation that is associated with the selected mark. This option is only available if a data point (mark) is selected.

   • Point - select this option to annotate a specific point in the view.

   • Area - select this option to annotate an area in the viz, such as a cluster of outliers or a targeted region.
     
     

2. In the Edit Annotation dialog box that opens, type the text you want to show in the annotation.
   
   Use the Insert menu to insert dynamic variables into the annotation text. For example, the annotation can display data values that update as the underlying data changes. The dynamic variables that are available are dependent on whether you are annotating a mark, point, or area.

3. When finished, click OK.

   The viz updates with your annotation.

   

To edit an annotation:

1. Right-click (control-click on a Mac) the annotation in the viz and select Edit.

2. In the Edit Annotation dialog box that opens, edit the annotation text and then click OK.

   

After you add an annotation, you can move it around, resize it, adjust the line, and move the text. Each type of annotation can be rearranged and modified in different ways. This section discusses how to rearrange, resize, and modify each type of annotation.

You can modify the text, body, and line of an annotation. For example, you can specify whether the body should be a box, a single edge, or not shown at all. Additionally, you can specify whether the lines on mark and point annotations end with an arrow, dot, or a simple line.

To format annotations:

1. Select one or more annotations, right-click (control-click on Mac) one of the selected annotations, and then select Format.

   The Format pane opens on the left-side of the workspace, over the Data pane.

2. In the Format pane, use the drop-downs to specify font properties, text alignment, line style, and shading.

   

To remove annotations from the viz:

1. Select one or more annotations in the viz.

2. Right-click (control-click on Mac) one of the selected annotations and select Remove.

Show, Hide, and Format Mark Labels(Link opens in a new window)