Add / Edit

Add an annotation

Annotations are connected to marks on your dashboard. To add an annotation, simply select a mark on the dashboard you want to annotate. A “+” button will appear in the Collaboration extension container. Clicking the button displays a form containing all the necessary fields to fill in the annotation. Hitting “save” ads your annotation to the annotations table and links it to the selected mark.

Edit an annotation

To edit an annotation, click the “kebab menu” icon in the top right corner of the annotation and select “Edit…”. Alternatively, you can select “View details…” and choose edit from the detail view. In edit view, it is also possible to delete the annotation.

View an annotation

All the annotations that are added by you or one of your colleagues will be presented in a list view in the Collaboration extension container. The most important information can be seen here at a glance. However, if you’d like to look at an annotation in more detail, click the “kebab menu” icon (the three vertical dots) in the top right corner of the annotation and select “View details…” (see below). Notice that the dashboards updates with the detailed view to highlight marks related to the annotation. From the detail view, it is also possible to edit an annotation.

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