Tableau – Annotations

In this tutorial, we will demonstrate how to add, edit, and delete Tableau Annotations. The Global Superstore Excel file will be used to demonstrate the Annotations.

Using Tableau Annotations, we created an Area Chart by dragging Profit to the Rows Shelf and Ship date Month to the Columns Shelf.

It is generally the case that when you hover over any point on the Area Chart, the tooltip information will be displayed. Tableau annotations can be added to describe the point, show values, etc.

Add Tableau Annotations

The context menu will appear when you right-click on the point or mark in the Tableau chart. Please select Annotate and choose one of those three options. Let me select Marks for now.

By selecting the Marks option, you will be presented with the following window. It will display the information at that point by default.

Let us change the Font style to Calibri, Font size to 12, and font-color to Red

At the selected Mark, you will now be able to view the Tableau Annotations or tooltip

We are choosing the point this time

The Tableau annotation will be displayed at the selected location

Here, we selected a random area and selected the Area annotation. The purpose of this is to provide information about that area to the public

Here are some sample texts

Now we can see the area label.

Remove Tableau Annotations

Select the remove option from the context menu by right-clicking on the message you wish to remove.

Edit Annotations

If you wish to edit the annotations, right-click on them and select the Edit option from the context menu.

You can change the text and format in this window.

You can format the look by selecting the Format option. In this case, I would like to select the Format option

The Formatting window can be seen in the screenshot. You can format this Tableau annotation using this window.

You can move it using your mouse. I will drag it to the left

 We can see the change in position

This is all about annotations in tableau.